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SCOTTISH EXECUTIVE EFFICIENCY TECHNICAL NOTES: MARCH 2005: page 15

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SCOTTISH EXECUTIVE EFFICIENCY TECHNICAL NOTES: MARCH 2005

6. ENTERPRISE AND LIFELONG LEARNING

1. Portfolio/Number/Name:ELL/C1 - Scottish Enterprise Savings

2. Programme/Activity: Please include a short description

The Business Transformation (BT) Programme is in the final year of a six-year project which has changed many aspects of SEn practices and procedures to ensure the organisation is more efficient, effective and customer focused. It is anticipated that 'business as usual' activities will secure delivery of the savings.

3. Planned Savings

2005-06

2006-07

2007-08

Cash (m)

5.3

5.3

5.3

Time Releasing (m)

0

0

0

4. Accountable Officer for delivery

Eddie Frizzell

5. Project Manager

Douglas Baird

6. EGDG account manager

Gillian Woolman

7. Quality Impact

Describe any impact on the quality of service delivery. Be specific and explain if the expectation is positive, negative or neutral.

We anticipate a neutral impact on the quality of service delivery.

8. Dependencies

Explain if your savings are dependant on legislation or other structural changes being achieved.

Savings are independent of legislation or other structural changes.

9. Description of efficiency and actions to be taken

9.1 How will the saving be made? Be specific about number/size of contracts, staff, posts dates etc.

Savings will be delivered through a series of solutions from the Business Transformation (BT) programme. Now entering the final stage of the programme, most of the decisions and actions have been taken and savings based on those earlier actions are now being realised in the following two areas:

Headcount Reduction = 515K

The net savings in staff and running costs arising from the implementation of BT solutions through reducing the number of staff requiring to be employed in these respective areas. For example, by the establishment of 7 new shared services.

Cost Savings = 4.792M

The net savings in costs (other than those associated with staffing) arising from the implementation of BT solutions. For example, by the Network's new approach to procurement, significant economies of scale are anticipated thus reducing costs.

9.2 What action is critically needed to secure delivery of this saving? Be specific, and name the key action managers if they are outwith your immediate management chain (e.g. in an NDPB.)

Delivery of this saving is dependent on the actions of key staff in Scottish Enterprise (SEn). The Accountable Officer of SEn is responsible for delivering them and the Senior Director of Finance is responsible for submitting monitoring information to ETLLD.

10. Impact on Staffing to achieve the efficiency gain

If there are to be any changes in staff numbers (at activity level) to achieve the efficiency gain, please indicate how many full time equivalents and how far you expect savings to be achieved by natural wastage (show additions as + and reductions as -).

2005- 06

2006- 07

2007- 08

+

-

Net

Explanation

Whilst staff reductions have been identified above, this has released establishment posts to other areas of SEn.

11. Benefits

In general, the benefits of the Scottish Executive Efficiency Plan are the enhanced outputs from the resources Ministers have been able to allocate in SR04. But if there is a direct connection between this efficiency saving and the enhancement of a particular service please describe it here.

This saving is internal to SEn to able transfer of resources to areas deemed, by them, to be of higher priority. There is no direct connection with any other area of the SR2004.

12. Gross/Net Cash Savings

12.1 Please set out the gross recurring saving and any offsetting recurring expenditure.

5.3m is the recurring saving to be released at this last stage of the BT programme.

12.2 Against what budget does this expenditure and saving fall?

As noted at 9.1 above, Headcount savings are against Management and Administration 515k, whereas Cost Savings of 4,792k are against both Operational & Management & Administrative costs. All these categories relate to SEn. Within ETLLD this would be monitored through the funding allocation to SEn.

12.3 Has this saving been built into your budget?

In respect of SEn, discretionary budget allocations have taken cognisance of the profiled savings.

12.4 If so, what is the maximum allowable expenditure against the budget data, in each year, for that saving to be delivered?

In respect of ETLLD, this would be the funding allocation to SEn.

12.5 If not, how do you propose to invest the additional cash back into public services?

N/A

12.6 What plans do you have to exceed the required saving? Explain by how much in each year. (Answer here also if you need to do this to live within your budget)

None

13. Time - release savings

13.1 Please explain any time-releasing savings indicated at question 3.

N/A

13.2 Please describe the method you plan to use to calculate the cash equivalent of those time release savings.

N/A

14. Measurement and Monitoring

14.1 How are you proposing to measure the expected efficiency benefits (e.g. in terms of costs, level of output or quality of service)?

The forms of measurement are defined in the SEn BT Benefits Monitoring Framework (see 14.2)

14.2 What monitoring & reporting procedures will be put in place to measure the efficiency savings (How often will progress towards the target be monitored? Who will have lead responsibility for reporting progress and what procedures will be in place?)

The SEn BT Benefits Monitoring Framework is applied quarterly. Mary Docherty (SEn) will co-ordinate and manage the process for all solutions and will report into the SEn Senior Director of Finance. The monitoring framework has been designed to ensure that reporting of actual benefits achieved is the responsibility of the respective Executive Board members. Outputs from the Framework are reported to the Executive Board and copied to the Scottish Executive (Enterprise Networks Division).

14.3 Monitoring Data: Sources, validation and risks

  • What data will be used to measure progress? Is all the required information quantifiable and readily available? If not what action will be taken to rectify this?

  • What measures will be in place to validate the accuracy of the data? Who will take responsibility for this?

  • Are there any issues or risks relating to how you plan to use the data? (e.g. accuracy, difficulties in collection)

    The savings identified in 2005/06 are the final savings of a multi-year programme that have been realised as a consequence of the development of 25 different projects. The evaluation design and approach has been based on a standardised evaluation framework, applied to each project. Key inputs to evaluation are:

    1. A review of the key data and documents, such as Cost/Benefits information and the Project Definition Document
    2. Responses from interviews with key project staff
    3. Analysis of the results of a staff survey

  • What measures will be in place to validate the accuracy of the data? Who will take responsibility for this?

    Each project is reviewed by SEn's Auditors. Project Evaluation reports are sent to the relevant operational heads of departments within SEn for comment and feed back. The report is then presented to the BT Steering Group for final review.
  • Are there any issues or risks relating to how you plan to use the data? (e.g. accuracy, difficulties in collection)

    No identified risks
    .

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