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Reviewing the Benefits:
Post completion evaluation
in planning and practice
Sarah Lowe (WSP), Reena Lall (WSP) and Sarita Narayan (VicRoads)
Presented by Sarah Lowe, WSP
AITPM 2017 National Conference
— What are post completion evaluations?
— VicRoads context and drivers for change
— The Investment Framework
— Evaluations in practice
Overview of main discussion points
Post
completion
evaluations
Narre Warren Cranbourne Road duplication
4
We are good at planning –
But we can improve on evaluation and learnings from
projects.
Could do better at demonstrating that completed projects
have achieved their intended benefits, and learning from
our completed projects
The problem
5
Post completion evaluations review the outcomes and
performance of an initiative after it has been implemented.
What is post completion evaluation?
6
To provide information for:
• Accountability
• Best practice
• Learning and improvement
• Interest
Why do we do post completion evaluations?
At a glance
VicRoads
context
8
• VAGO report findings
• Department of Treasury
and Finance Investment
Management Approach
Investment is “the
commitment of the
resources of an
organisation with the
expectation of receiving a
benefit” (DTF).
VicRoads drivers for change
9
holistic evaluation approach relating
to Appropriateness,
Efficiency,
Effectiveness,
Unintended Outcomes and
Impact sustainability.
Organisational shift from just
reviewing
implementation or
just before and after
studies
10
The VicRoads Investment Cycle
Planning for
outcomes upfront
Delivering to
maximise those
outcomes
Evaluate and learn
at completion to
improve future
decision making
11
Evaluation in the Plan-Deliver-Learn cycle
Learn stage
•Carry out post completion
evaluations and reporting.
•Distribute results to
appropriate stakeholders.
Plan stage
Plan and schedule post
completion evaluations.
•get the logic of
investment right
•identify correct benefits,
indicators and targets
•consider what data is
needed to address the
KEQs
•identify stakeholders
•Allocate resources and
timelines, funding and a
commitment to
undertake a post
completion evaluation.
Deliver stage
Here the focus is to progress reporting
and monitoring (i.e. collection of data to
use in post completion evaluations).
At a glance
Investment
Evaluation
Framework
12
13
The framework for post
completion evaluation.
It provides principles,
policy positions and
guidance for undertaking
post completion evaluation
in VicRoads
Investment Evaluation Framework
14
The KEQs are designed to guide and frame the evaluation.
The KEQs are:
KEQ1 Appropriateness
KEQ2 Efficiency
KEQ3 Effectiveness
KEQ4 Unintended Outcomes
KEQ5 Impact Sustainability
What are the KEQs?
Evaluations
in practice
Koo Wee Rup Bypass
16
Evaluations have:
• Proved benefits have been met
• Confirmed the appropriateness of projects
• Identified strengths and weaknesses
• Provided information for future projects
Results of evaluations
17
Some areas which are a
challenge include:
• Lack of data or
missing benefit data
• Community feedback
• Efficiency data
• Similar project data
Limitations and challenges
18
• Knowledge of evaluations
• Learning from all results, positive and negative
• Improvement in the planning part of the cycle
• Dissemination of results
Learnings at VicRoads
19
• VicRoads has made great progress in post completion
evaluations
• The Framework has provided a stand-alone document to
guide the practice of post completion evaluations.
• Undertaking post completion evaluations has been useful
to assist with learning and improving
• there are still some limitations and challenges to
overcome.
• will continue to improve over time through training and
learning
Conclusions
Thank you
20
Sarah Lowe, WSP
Reena Lall, WSP
Sarita Narayan, VicRoads

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Reviewing the benefits

  • 1. Reviewing the Benefits: Post completion evaluation in planning and practice Sarah Lowe (WSP), Reena Lall (WSP) and Sarita Narayan (VicRoads) Presented by Sarah Lowe, WSP AITPM 2017 National Conference
  • 2. — What are post completion evaluations? — VicRoads context and drivers for change — The Investment Framework — Evaluations in practice Overview of main discussion points
  • 4. 4 We are good at planning – But we can improve on evaluation and learnings from projects. Could do better at demonstrating that completed projects have achieved their intended benefits, and learning from our completed projects The problem
  • 5. 5 Post completion evaluations review the outcomes and performance of an initiative after it has been implemented. What is post completion evaluation?
  • 6. 6 To provide information for: • Accountability • Best practice • Learning and improvement • Interest Why do we do post completion evaluations?
  • 8. 8 • VAGO report findings • Department of Treasury and Finance Investment Management Approach Investment is “the commitment of the resources of an organisation with the expectation of receiving a benefit” (DTF). VicRoads drivers for change
  • 9. 9 holistic evaluation approach relating to Appropriateness, Efficiency, Effectiveness, Unintended Outcomes and Impact sustainability. Organisational shift from just reviewing implementation or just before and after studies
  • 10. 10 The VicRoads Investment Cycle Planning for outcomes upfront Delivering to maximise those outcomes Evaluate and learn at completion to improve future decision making
  • 11. 11 Evaluation in the Plan-Deliver-Learn cycle Learn stage •Carry out post completion evaluations and reporting. •Distribute results to appropriate stakeholders. Plan stage Plan and schedule post completion evaluations. •get the logic of investment right •identify correct benefits, indicators and targets •consider what data is needed to address the KEQs •identify stakeholders •Allocate resources and timelines, funding and a commitment to undertake a post completion evaluation. Deliver stage Here the focus is to progress reporting and monitoring (i.e. collection of data to use in post completion evaluations).
  • 13. 13 The framework for post completion evaluation. It provides principles, policy positions and guidance for undertaking post completion evaluation in VicRoads Investment Evaluation Framework
  • 14. 14 The KEQs are designed to guide and frame the evaluation. The KEQs are: KEQ1 Appropriateness KEQ2 Efficiency KEQ3 Effectiveness KEQ4 Unintended Outcomes KEQ5 Impact Sustainability What are the KEQs?
  • 16. 16 Evaluations have: • Proved benefits have been met • Confirmed the appropriateness of projects • Identified strengths and weaknesses • Provided information for future projects Results of evaluations
  • 17. 17 Some areas which are a challenge include: • Lack of data or missing benefit data • Community feedback • Efficiency data • Similar project data Limitations and challenges
  • 18. 18 • Knowledge of evaluations • Learning from all results, positive and negative • Improvement in the planning part of the cycle • Dissemination of results Learnings at VicRoads
  • 19. 19 • VicRoads has made great progress in post completion evaluations • The Framework has provided a stand-alone document to guide the practice of post completion evaluations. • Undertaking post completion evaluations has been useful to assist with learning and improving • there are still some limitations and challenges to overcome. • will continue to improve over time through training and learning Conclusions
  • 20. Thank you 20 Sarah Lowe, WSP Reena Lall, WSP Sarita Narayan, VicRoads