Administrative evaluation system, administrative evaluation method and administrative evaluation program

Abstract

To provide a technique for achieving administrative evaluation with improved linkage to budgeting.SOLUTION: An administrative evaluation system includes: registering administrative goals including outcome goals and progress goals, as an administrative goal tree structure capable of associating low-level administrative goals with a high-level administrative goal; registering a policy system including policies, measures and office business; storing the administrative goals and the policy system, with their associated with each other; registering results for the administrative goals; and enabling reference to the evaluation of the policy system based on the results of the progress goals including the current fiscal year when the budget is complied for the next fiscal year.SELECTED DRAWING: Figure 1

Description

[Technical field]

[0001] The present invention relates to an administrative evaluation system, an administrative evaluation method, and an administrative evaluation program that realize administrative evaluation with enhanced linkage to budget formulation. [Background technology]

[0002] Administrative organizations, including local governments, set policy systems such as policies, measures, and business operations, and execute business operations within the budgets secured for those systems. The budget is determined by budget compilation work that reflects the results of administrative evaluation up to the previous fiscal year. There is a need for technology to support the work related to budget compilation and budget assessment in administrative organizations.

[0003] Patent Document 1 discloses technology that aims to resolve the problem of local government financial planning being conducted from a macro perspective, while budget assessments for individual administrative tasks and projects are conducted from a micro perspective, and that in order to resolve this issue, the creation of revenue and expenditure plans for individual administrative tasks and projects is made into rules, made more detailed, and digitalized, and by linking the financial plan for the local government as a whole with the management and evaluation of administrative tasks and projects, it maintains consistency between individual plans and overall strategies, and enables long-term financial estimates based on project accumulation.

[0004] In Patent Document 1, the proposed policies are systematically managed in a policy system management (function) 403 based on each sheet such as a policy sheet, a measure sheet, an administrative business sheet, and a minor business sheet. [Prior art documents] [Patent documents]

[0005] [Patent Document 1] JP 2005-293321 A Summary of the Invention [Problem to be solved by the invention]

[0006] Administrative evaluation involves assessing performance against the goals set for each policy system, such as policies, measures, and administrative projects. However, it is complicated to compile a budget by comparing the evaluation results of each of these systems, and efficient operation of the system has been a challenge.

[0007] In view of the above-mentioned problems, the present invention has an object to provide a technology for realizing administrative evaluation that is closely linked to budget formulation. [Means for solving the problem]

[0008] [1] An administrative evaluation system which realizes administrative evaluation with enhanced linkage with budget preparation, comprising: a goal registration unit which registers administrative goals including outcome goals and interim goals as an administrative goal tree structure in which a higher-level administrative goal can be associated with a plurality of lower-level administrative goals; a system registration unit which registers a policy system including policies, measures, and administrative projects; a memory processing unit which associates and stores the administrative goals and the policy system; a performance registration unit which registers the results for the administrative goals; and a budget preparation unit which makes it possible to refer to an evaluation of the policy system based on the results of the interim goals including the current year when preparing the budget for the next fiscal year. [2] The evaluation period for the aforementioned outcome targets will be after the implementation period of the aforementioned policy system has elapsed. The progress goal is to evaluate the implementation period of the policy system and the period after the implementation period has elapsed, The administrative evaluation system described in [1], in which the budget preparation department is able to refer to an evaluation of the policy system based on the actual results of the outcome targets including the previous year and the actual results of the progress targets including the current year and the previous year when preparing the budget for the next fiscal year. [3] The administrative evaluation system described in [1] or [2], wherein the goal registration unit registers progress goals including at least one important progress goal with the evaluation period prior to the budget preparation period of the next fiscal year of the policy system. [4] The progress goal has a task goal and a deadline for achieving the task goal; The administrative evaluation system according to any one of [1] to [2], wherein the achievement registration unit registers the achievement and the achievement date of the task goal as an achievement for the progress goal. [5] An administrative evaluation system described in any of [1] to [4], wherein the system registration unit registers the policy system as a policy system tree structure in which a higher-level policy system can be associated with multiple lower-level policy systems, the goal registration unit registers administrative goals including higher-level performance goals, lower-level performance goals, and the progress goals in order from the top of the policy system, and the budget preparation unit is able to refer to an evaluation of the higher-level policy system that reflects the results of the lower-level administrative goals. [6] The administrative evaluation system described in [5], wherein the higher-level performance goal, the lower-level performance goal, and the progress goal each have a different evaluation period. [7] An administrative evaluation system as described in [5], which provides an evaluation screen for administrative goals based on the administrative goal tree structure and / or the policy system tree structure, and which displays each of the policy systems and / or the administrative goals in a comparative manner, together with an indicator of the merits or demerits of the performance of the administrative goals. [8] An administrative evaluation system as described in [5], which provides an evaluation screen for the policy system to which the progress goals are associated, and which displays, for each of the policy systems, the status of achievement based on the achievement of the progress goals and the achievement date.

[0009] [1] The invention relates to an appropriate link between administrative goals and policy systems, and enables the performance, including that of the current fiscal year, to be quickly reflected in the evaluation, thereby enabling the budget for the policy system for the next fiscal year to be compiled.

[0010] [2] The invention relates to a budget that can be compiled by appropriately reflecting the actual results of both outcome targets and progress targets in the evaluation.

[0011] [3] The invention relates to making it possible to reflect the achievement of important progress targets for the current year in the compilation of the next year's budget.

[0012] [4] The invention relates to a method for realizing rapid evaluation by counting the accomplishment of a task as achievement.

[0013] [5] The invention relates to a tree structure of administrative goals, so that the performance of lower-level administrative goals can be appropriately reflected in the evaluation of higher-level policy systems.

[0014] The invention related to [6] makes it possible to obtain appropriate results for each period of administrative activities.

[0015] [7] The invention makes it possible to judge at a glance the merits or demerits of the performance of a policy system, thereby enabling early detection of problems, etc.

[0016] The invention in accordance with [8] enables efficient evaluation by comparing the progress of each policy system. Effect of the Invention

[0017] According to the present invention, it is possible to provide a technique for realizing administrative evaluation that is closely linked to budget formulation. [Brief description of the drawings]

[0018] [Figure 1] FIG. 1 is a block diagram of a system according to an embodiment of the present invention. [Diagram 2] FIG. 2 is a diagram showing the hardware configuration of the present embodiment. [Diagram 3] 3 shows a tree structure of the policy system and administrative goals of the present embodiment. [Figure 4] 3 is a process flowchart of the administrative evaluation device of the present embodiment. [Diagram 5] FIG. 2 is a diagram showing an outline of administrative activities for each fiscal year according to this embodiment. [Figure 6] 13 shows a display example of a result registration screen according to the embodiment. [Figure 7] 13 is a display example of an administrative goal evaluation screen according to the present embodiment. [Figure 8] 13 shows a display example of a group evaluation screen according to the embodiment. [Figure 9] 13 is a display example of a budget compilation screen according to the present embodiment. [Figure 10] 13 is a display example of an administrative business evaluation screen according to the present embodiment. DETAILED DESCRIPTION OF THE PREFERRED EMBODIMENTS

[0019] The following describes an administrative evaluation system, an administrative evaluation method, and an administrative evaluation program according to an embodiment of the present invention with reference to the drawings. Note that the embodiment shown below is an example of the present invention, and the present invention is not limited to the following embodiment, and various configurations can be adopted.

[0020] In this embodiment, the configuration, operation, etc. of the administrative evaluation system and administrative evaluation device are described, but an administrative evaluation method, a computer program, and a program recording medium on which the program is recorded, which have a similar configuration, also achieve the same effects. By using a program recording medium, for example, the program can be installed on a computer. The series of processes according to this embodiment described below is provided as a computer-executable program, and can be provided via a non-transitory computer-readable recording medium such as a CD-ROM or a flexible disk, or even via a communication line.

[0021] The administrative evaluation system is composed of a computer device. The computer device has an arithmetic device such as a CPU (Central Processing Unit) and a storage device. The computer device can function as an administrative evaluation device by executing, with the arithmetic device, an administrative evaluation program stored in the storage device. The administrative evaluation method is realized by processing of the computer device including the administrative evaluation device.

[0022] The administrative management system is used in administrative organizations to manage administrative activities. Administrative organizations are organizations that manage administration, including government agencies, ministries, and public organizations such as national and local governments, and in this embodiment, a local government is taken as an example.

[0023] The policy system is a task system divided into three layers: policy, policy, and business. In this embodiment, the case where business is managed using this policy system is illustrated, but business may be managed by dividing into four or more layers, for example, by providing a layer of sub-policies between policies and business. A policy is a large set of administrative activities aimed at achieving basic guidelines for addressing specific administrative issues, and indicates the direction and objectives of urban development in the administrative division in which it is established (cities, towns, villages, etc.). A policy is a set of administrative activities aimed at achieving a specific policy based on the basic principles of the policy, and indicates the measures and measures for realizing the policy. Tasks and projects are administrative procedures and projects carried out by each bureau in an administrative division based on its budget.

[0024] Administrative activities are carried out in succession over the course of a fiscal year, going through stages such as the planning stage, budget preparation stage, budget execution stage, and administrative evaluation stage. In the planning stage, the implementation details of the policy system are planned. In the budget preparation stage, the budget is prepared for the planned policy system through budget requests, assessments, internal notifications, and resolutions. In the budget execution stage, the prepared budget is used to execute the policy system, including administrative projects. In the administrative evaluation stage, the performance of the executed policy system is evaluated.

[0025] <System configuration> Figure 1 shows a block diagram of an administrative evaluation system 1. The administrative evaluation system 1 comprises an administrative evaluation device 2 and a user terminal 3. The administrative evaluation device 2 and the user terminal 3 are connected to a communication network NW and configured to be able to communicate with each other. Although only one user terminal 3 is shown in Figure 1, there may be multiple user terminals 3.

[0026] The administrative evaluation device 2 comprises, as functional components, a goal registration unit 21, a system registration unit 22, a performance registration unit 23, a budget compilation unit 24, and a memory processing unit 25.

[0027] The administrative evaluation device 2 has a database DB. The database DB stores a user master, policy system information, administrative target information, performance information, and the like.

[0028] The administrative evaluation device 2 receives various information including administrative goals, policy systems, and performance from the user terminal 3. The administrative evaluation device 2 generates evaluation data based on various data and transmits it to the user terminal 3.

[0029] The user terminal 3 accepts input of various information including administrative goals, policy systems, performance, budget compilation instructions, etc. via various screens, and transmits it to the administrative evaluation device 2. The user terminal 3 transmits requests to display various screens including administrative evaluation screens to the administrative evaluation device 2, and as a result, displays various screens. The authority of the user terminal 3 may be set according to the attributes of the user (affiliated department, division, position, etc.).

[0030] <Hardware configuration> Fig. 2(a) shows a hardware configuration diagram of the administrative evaluation device 2. The administrative evaluation device 2 comprises, as its hardware configuration, a control device 201, a storage device 202, and a communication device 203. In this embodiment, the administrative evaluation device 2 can use a computer device such as a server device or a personal computer. Note that the administrative evaluation device 2 is not limited to the configuration shown in Fig. 2(a) as long as it is composed of multiple computer devices and can realize the above-mentioned functional components (21-26) as a whole.

[0031] The control device 201 is composed of one or more processors such as a CPU or a GPU (Graphics Processing Unit), and controls the overall processing of the administrative evaluation device 2 by executing the administrative evaluation program, an OS (Operating System), and other applications. The storage device 202 is a hard disk drive (HDD), solid state drive (SSD), flash memory, RAM (Random Access Memory), etc., and stores the administrative evaluation program and various data. The communication device 203 controls communication with the communication network, and realizes data communication with the user terminal 3, etc.

[0032] 2(b) shows a hardware configuration diagram of the user terminal 3. The user terminal 3 includes, as its hardware configuration, a control device 301, a storage device 302, a communication device 303, an input device 304, and an output device 305. In this embodiment, the user terminal 3 may be a smartphone, a personal computer, a tablet terminal, or the like.

[0033] The control device 401 is composed of one or more processors such as a CPU, and controls the overall processing in the user terminal 3 by executing terminal programs, an OS, other applications, etc. The storage device 302 is a HDD, SSD, flash memory, RAM, etc., and stores a browser application and various data. The communication device 303 controls communication with the communication network and realizes data communication at least with the administrative evaluation device 2. The input device 304 is an input interface that accepts input operations by the user, and is composed of a microphone, touch panel, mouse, keyboard, etc. The output device 305 is composed of a display that displays and outputs, etc.

[0034] <Database> The database DB stores a user master, policy system information, administrative goal information, and performance information.

[0035] The user master stores user information within an administrative organization. The user information includes the user's identification information (user ID), name, department, division, etc.

[0036] Policy system information includes policy information, policy information, and administrative / business information. As shown in FIG. 3(a), policy system information is registered as a policy system tree structure in which one or more lower-level policy systems can be associated with a higher-level policy system. The policy system has a tree structure with a hierarchy of policies, policies, sub-policies, and administrative / business, in that order from the top. Policy systems are linked by identification information (policy system ID) for mutually referencing corresponding policy systems, and are associated with each other, for example, because a lower-level policy system has the higher-level policy system ID.

[0037] The policy information is information on individual policies, and is registered for each implementation year. The policy information has basic information on the policy, and is associated with administrative goal information and performance information. The policy information is information on individual policies, and is registered for each implementation year. The policy information has basic information on policies, and is associated with administrative goal information and performance information. The task and project information is information about each task and project, and is registered for each execution year. In this embodiment, the task and project information has basic information about the task and project, and is associated with administrative target information, performance information, and budget information. In the following, basic information, administrative goal information, and performance information will be explained using administrative and business information as an example, but policy information and program information will also include similar information corresponding to policies / programs.

[0038] Basic information is information regarding the contents of a business operation, and includes identification information of the basic information (i.e., business operation information) (business operation ID), execution year, identification information of related business operation information (business operation ID), status, and information on multiple data items related to the business report of the business.

[0039] The status of the basic information indicates the stage of the project in administrative activities, for example, "Plan" / "Budget preparation > Request", "Budget preparation > Assessment", "Budget preparation > Preliminary Notice", "Budget preparation > Resolution" / "Execution" / "Administrative Evaluation". Here, for projects that have received a zero assessment (not included) at the "budget preparation" stage, the status remains "Budget preparation > Assessment". "Budget preparation > Assessment" classifies projects before assessment or during assessment, and projects that have been put on hold as a result of assessment, while "Budget preparation > Request" classifies projects at the budget request stage and projects that have been put on hold for which a request for revival has been made. These statuses are just examples, and the stages of each status can be divided arbitrarily, and the number of stages is not limited to these. In addition to or instead of the staged status, a status related to the assessment result, such as included or not included, may be added.

[0040] Data items for basic information include, for example, project number, project name, responsible department, division, person responsible for preparation, project start year, project end (planned) year, accounting classification, legal basis, main policies and measures (related plans, notifications, etc.), project objectives, project outline, implementation method, and other various information related to the project.

[0041] The identification information for related business / project information in the basic information is blank when the business / project information is registered. After the business / project is assessed, when new business / project information that continues the business / project is registered, the identification information for the new business / project information (business / project ID) is entered. When multiple projects from previous years are merged, the same identification information for the new business / project information (business / project ID) will be entered into multiple pieces of business / project information from previous years.

[0042] The administrative goal information has outcome goal information and progress goal information. As shown in FIG. 3(b), the administrative goal information is registered as an administrative goal tree structure in which one or more higher-level administrative goals can be associated with one or more lower-level administrative goals. The administrative goals are classified into outcome goals, which are higher-level goals, and progress goals, which are lower-level goals. The outcome goals are further classified into higher-level outcome goals such as KGI (Key Goal Indicator), which are higher-level goals, and lower-level outcome goals such as KPI (Key Performance Indicator), which are lower-level goals. The administrative goals are linked by identification information (administrative goal ID) or the like to mutually refer to corresponding administrative goals.

[0043] In this embodiment, the performance goals are set as target values ​​that can be quantified. For example, the upper performance goal is set as a final target value such as KGI (Key Goal Indicator), and the lower performance goal is set as an intermediate goal toward the achievement of the final goal such as KPI (Key Performance Indicator).

[0044] The data items of the performance target information include evaluation items and target values. Performance targets are evaluated by actual results against the target values. Performance targets may also be evaluated by actual results for the current year against actual results for the previous year. Performance targets are simply evaluated by whether or not they exceed the target value, but may also be evaluated in stages according to the achievement rate, which is the ratio of actual results to the target value. Target values ​​may include intermediate target values ​​within the year in addition to the target value at the end of the year.

[0045] Progressive objectives are associated with sub-performance objectives as lower-level administrative objectives. Progressive objectives are set as one or more step-by-step tasks toward the achievement of the sub-performance objectives. Progressive objectives are set as multiple tasks to be achieved during the period of execution of an administrative project or other work. Progressive objectives include important progress objectives that are set as at least one or more important tasks from among the tasks.

[0046] The data items of the progress goal information include a task goal and a deadline for achieving the task goal. The progress goal is registered as the achievement of the task goal and the achievement date as a result. The progress goal is evaluated based on whether the task goal has been achieved or not. The progress goal is also evaluated based on whether the task goal has been achieved or not within the achievement deadline.

[0047] The evaluation of outcome targets and progress targets can be reflected in the evaluation results of their corresponding policy systems. Also, the performance of lower-level administrative targets can be reflected in the performance of higher-level administrative targets.

[0048] In this embodiment, the policy system tree structure and the administrative goal tree structure shown in FIG. 3 are in a corresponding relationship. The policy system tree structure has a policy hierarchy T11, a policy hierarchy T12, a sub-policy hierarchy T13, and an administrative business hierarchy T14. The administrative goal tree structure has a higher-level goal hierarchy T21, a higher-level goal hierarchy T22, a higher-level goal hierarchy T23, and a lower-level goal / progress goal hierarchy T24. The policy hierarchy T11 and the higher-level goal hierarchy T21, the policy hierarchy T12 and the higher-level goal hierarchy T22, the sub-policy hierarchy T13 and the higher-level goal hierarchy T23, and the administrative business hierarchy T14 and the lower-level goal / progress goal hierarchy T24 are respectively associated with each other. The policy system information can refer to the administrative goal information in the corresponding relationship. The policy system information and the administrative goal information can be referred to by both of them by having the identification information (policy system ID or administrative goal ID) of the other in the corresponding relationship. The storage processing unit 25 accepts the designation of the policy system information and the administrative goal information to be associated with each other, and stores the designated policy system information and the administrative goal information in the database DB in association with each other.

[0049] The performance information includes results against outcome targets and progress targets. The data item of the performance information corresponding to the outcome target includes an outcome value corresponding to the target value. The data item of the performance information corresponding to the progress target includes identification information of the performance information (performance ID), achievement of the task target, and achievement date (report date). The performance information is linked by the corresponding administrative target ID.

[0050] The budget information includes initial budget information indicating an initial budget for a certain task or project, and supplementary budget information indicating a supplementary budget. The initial budget information includes identification information for the initial budget information (initial budget ID), identification information for related business / project information (business / project ID), and a number of data items related to the initial budget. Data items of the initial budget information include, for example, an outline of the initial budget, items such as clauses / items / items / sections related to the budget, and the budget request amount. The related business information in the initial budget information is identification information (business ID) of basic information related to the budget.

[0051] The supplementary budget information includes identification information for the supplementary budget information (supplementary budget ID), identification information for monthly and related business information (initial budget ID), and a number of data items related to the supplementary budget. Data items of supplementary budget information include, for example, an outline of the supplementary budget (purpose, reason, etc.), subjects such as subdivision / item / item / section / section related to the budget, budget request amount, etc. The related business information in the supplementary budget information is, for example, identification information (initial budget ID) of the initial budget information relating to the supplementary budget.

[0052] Execution information is information that is registered from time to time for budget execution during the execution period. Execution information includes execution identification information (execution ID), identification information of the task / business for which budget execution is performed (task / business ID), execution date, item, and execution amount, etc. When registering the execution information, sections and subsections may be added to the item. Execution information also includes execution reports. Execution reports include execution observation reports on events that affect execution, execution status judgment reports on budget revisions due to execution policies / administrative goal revisions / supplementary budgets, and innovation reports on special execution.

[0053] Note that the items related to the initial budget and the supplementary budget are just examples, and any items such as sub-items may be included. For example, these items may be stored in an item master, and may be referenced in the business information by identification information (item ID) in the item master.

[0054] The policy system information is generated for each fiscal year. The system registration unit 22 copies the policy system information for the previous year and generates policy system information for the current year. The system registration unit 22 may also copy budget information and the like associated with the policy system information. The goal registration unit 21 can similarly copy administrative goal information for the previous year and generate administrative goal information for the current year. Any data item of the newly generated information can be updated as appropriate to information for the current year.

[0055] <Processing flow> Fig. 4 shows a processing flowchart of the administrative evaluation system 1 for administrative activities in one fiscal year. In Fig. 4, administrative activities including the planning stage, budget preparation stage, execution stage, and administrative evaluation stage are realized by the functional components of the administrative evaluation system 1.

[0056] In the planning stage, the goal registration unit 21 accepts the registration of administrative goals including outcome goals and progress goals as an administrative goal tree structure in which multiple lower-level administrative goals can be associated with a higher-level administrative goal via the user terminal 3, and stores the goals in the database DB (S101). When the goal registration unit 21 is associated with an ongoing administrative project or the like, it copies the corresponding administrative goal information for the previous year stored in the database DB, and generates administrative goal information for the current year. Here, the target value of the outcome goal may be restricted, such as being set higher than the previous year.

[0057] At the planning stage, the system registration unit 22 accepts the registration of a policy system including policies, measures, and business projects as a policy system tree structure in which multiple lower policy systems can be associated with a higher-level policy system via the user terminal 3, and stores it in the database DB (S102). When registering new business project information, the system registration unit 22 refers to the policy system information stored in the database DB and accepts the designation of the policy information to be associated. When registering ongoing business project information, the system registration unit 22 copies the corresponding business project information from the previous year stored in the database DB, and generates business project information for the current year.

[0058] At the budget compilation stage, the budget compilation unit 24 accepts a budget request including initial budget information for the business project via the user terminal 3 (S103). The initial budget information is prepared by the person in charge of the original bureau and is finalized after budget assessment, parliamentary approval, etc., which will be described later. The budget compilation unit 24 may accept registration by duplicating the previous year's initial budget information and / or supplementary budget information and updating the data items of the current year's initial budget information.

[0059] When there is performance information associated with the target business / project information, the budget compilation unit 24 can provide an evaluation based on the performance so that it can be referenced on the user terminal 3. The evaluation here includes an indication of the degree of achievement of the outcome target and the progress target, etc.

[0060] At the budget preparation stage, the budget preparation department 24 accepts budget assessment for the budget request via the user terminal 3 (S104). Budget assessment is made with approval from within the department and the finance section. If the budget assessment is not approved, the original bureau staff revise the initial budget information in S103 and the budget request is made again. When the budget preparation department 24 approves the budget assessment, the initial budget information becomes a tentative announcement. The initial budget information is then finalized after further approval by the assembly, etc. There are no limitations on the approval flow from the budget request to the finalization of the budget.

[0061] Similarly, in the budget assessment in S104, the budget compilation unit 24 provides an evaluation based on the performance information so that it can be referred to on the user terminal 3. This can help the department or the finance section to judge whether the requested initial budget is appropriate.

[0062] In the execution stage, the result registration unit 23 accepts the registration of result information for the interim target via the user terminal 3 (S105). Since the interim target can be registered as a result immediately when the task target is achieved, the evaluation of the current year can be appropriately reflected in the budget composition for the next year.

[0063] In the administrative evaluation stage, the performance registration unit 23 accepts the registration of performance information for the outcome target via the user terminal 3 (S106). The performance registration unit 23 may set a registration period (evaluation period) for performance information during or after the execution period. In the reality of administrative activities, a time lag occurs between the execution stage and the administrative evaluation stage, so it is preferable to set an evaluation period corresponding to the execution stage of each fiscal year.

[0064] As a preliminary step to the budget request in S103, the budget preparation unit 24 may accept the registration of the budget allocation via the user terminal 3 of the finance department staff, and store the budget allocation information in the database DB. The budget allocation refers to the budget amount allocated to a budget allocation group that includes multiple tasks and projects. The budget request refers to the process of requesting a budget from the budget allocation for each task and project that belongs to the budget allocation group. When registering the budget allocation, the budget preparation unit 24 can provide an evaluation based on performance information that can be referenced on the user terminal 3.

[0065] <Evaluation period> Figure 5 shows an overview of administrative activities for each fiscal year. Administrative activities include, for example, budget compilation, budget execution, settlement of accounts, and evaluation (administrative evaluation). Here, administrative activities for each fiscal year do not have to cover exactly one year. For example, budget execution for administrative projects and the like is carried out throughout the year, so the period for budget compilation corresponding to said budget execution is the previous period, and the period for settlement of accounts and administrative evaluation corresponding to said budget execution is the period after that. Therefore, the series of administrative activities for each fiscal year, from budget compilation to administrative evaluation, takes approximately two years.

[0066] Using Figure 5(a) as an example, administrative activities in the first fiscal year would be carried out as follows: budget preparation would run from October of the first year to March of the following year, budget execution would run from April to March of the second year, settlement would run from April to June of the third year, and administrative evaluation would run from July to September of the third year.

[0067] Using Figure 5(a) as an example, administrative activities for the second fiscal year will be carried out from October of the second year to the following March, budget execution from April to the following March of the third year, settlement of accounts from April to June of the fourth year, and administrative evaluation from July to September of the fourth year.

[0068] Taking Figure 5(a) as an example, administrative activities for the third fiscal year will be carried out with budget preparation taking place from October of the third year to March of the following year, and budget execution taking place from April of the fourth year onwards.

[0069] As mentioned above, traditionally, the administrative evaluation for the first year was conducted from July to September of the third year, and the budget for the second year was prepared from October of the second year to March of the following year, which meant that the administrative evaluation for the first year could not be appropriately reflected in the budget for the second year.

[0070] In this embodiment, the administrative evaluation is carried out based on the performance of each of the upper performance objective, the lower performance objective, and the progress objective. The performance of the lower performance objective is evaluated in an evaluation period after the budget is executed. The performance of the upper performance objective is evaluated in a plurality of evaluation periods after the budget is executed, including, for example, the first and second years.

[0071] The interim targets are evaluated during the evaluation period during budget execution. This means that the administrative evaluation for the first year is carried out from April of the second year to the following March, and the budget for the second year is compiled from October of the second year to the following March, making it possible to appropriately reflect the administrative evaluation based on the interim targets for the first year in the compilation of the budget for the second year.

[0072] As shown in Figure 5(b), the setting periods S1 to S3 of administrative goals overlap with the budget preparation period. The evaluation periods E1 to E3 of administrative goals are different for the upper performance goals, lower performance goals, and progress goals.

[0073] The above-mentioned upper performance target, lower performance target, and progress target are associated with each other. Therefore, the performance of the progress target is reflected in the performance of the upper performance target such as the lower performance target and the upper performance target.

[0074] The goal registration unit 21 registers at least one of the registered multiple progress goals as an important progress goal. The goal registration unit 21 sets the evaluation period by setting the deadline for achieving at least one important progress goal to a period prior to the budget preparation period for the next fiscal year. This allows the evaluation results of the important progress goals for the current fiscal year to be appropriately reflected in the budget preparation for the next fiscal year.

[0075] The result registration unit 23 accepts registration of results for the progress target during the execution period of the current fiscal year. Also, the result registration unit 23 accepts registration of results for the outcome target during the period after the execution period of the current fiscal year.

[0076] 5(b), the budget preparation unit 24 makes it possible to refer to the results of interim targets including the first year during the budget preparation period for the second year. Also, the budget preparation unit 24 makes it possible to refer to the results of interim targets including the first and second years, and the results of lower-level performance targets for the first year during the budget preparation period for the third year. Similarly, the budget preparation unit 24 makes it possible to refer to the results of interim targets for the first to third years, the results of lower-level performance targets for the first and second years, and the results of higher-level performance targets for the first year during the budget preparation period for the fourth year.

[0077] <Record registration> Fig. 6 shows an example of the screen display of the achievement registration screen W10 displayed on the user terminal 3. Fig. 6 shows an example of the registration of achievements of progress goals associated with the business project information of the AAA project. The achievement registration screen W10 includes a first switching section W11, a second switching section W12, a first registration area W13 to a fourth registration area W16, and a submit button W17.

[0078] The first switching unit W11 can receive an instruction to switch the year of the business information and display business information for a different year. In response to the switching instruction from the first switching unit W11, a performance registration screen W10 corresponding to business information for the current year / past / future years is displayed.

[0079] The second switching unit W12 can display various information associated with the business information. In this embodiment, the screen display switching of the business form (basic information) and detailed breakdown (budget information, administrative goal information, performance information, execution information) is illustrated, but the type of information displayed on each screen is not limited to these.

[0080] The first registration area W13 is an area for displaying / registering the progress goal and its results. The result registration unit 23 accepts the achievement and achievement date of the task as the achievement for the task goal via the first registration area W13, and stores it as achievement information for the progress goal. When the achievement date of the progress goal approaches, the result registration unit 23 outputs a notification for registering the corresponding achievement to the user terminal 3 in charge. The notification includes a link to the achievement registration screen W10.

[0081] The goal registration unit 21 can receive, via the first registration area W13, instruction operations for registering / updating / deleting a progress goal and for registering / updating / deleting an important progress goal, and store progress goal information.

[0082] The second registration area W14 accepts the registration of the execution observation report. The execution observation report has a report name, a report content, a report date, etc. The execution observation report is a timely registration of events that affect the execution of the business.

[0083] The third registration area W15 accepts the registration of execution status judgment reports. Execution status judgment reports are related to the execution actions reported by the execution observation report, and report the judgment results of execution policies / administrative goal revisions / budget corrections when execution problems arise as a result of the process. Execution status judgment reports have a report name, report content, report date, related execution observation reports or events that led to the judgment results, a priority flag to make it a priority issue, a type of supplementary budget, factors, etc. Factors are data items that report internal factors, external factors, etc., and can be taken into consideration in administrative evaluation depending on the factors.

[0084] The fourth registration area W16 accepts the registration of innovation reports on special executive actions for business operations. The innovation report has a report title, a task significance, a response content, an outcome content, a report date, and a candidate flag indicating whether the report is a candidate for intensive evaluation. The innovation report may be taken into consideration in administrative evaluation depending on the content.

[0085] By pressing the submit button W17, the contents entered in the registration areas W13 to W16 can be sent to the administrative evaluation device 2 and registered as administrative target information, performance information, budget information, and execution information. At this time, the various pieces of information are provisionally registered, and the administrative evaluation device 2 outputs a confirmation request notice to the user terminal 3 of the designated confirmation requester (such as the person responsible for preparation), and may officially register the information after approval.

[0086] The results for the progress targets are registered by operating the results registration screen W10 shown in FIG. 6. Results for progress information are registered according to the achievement date set during the execution period. This makes it possible to perform administrative evaluation and budget preparation while referring to the current year's results during the budget preparation period for the next fiscal year, which occurs during the execution period of the current fiscal year. The results for the performance targets are registered via a registration area (not shown) for registering results for performance targets.

[0087] <Administrative Goal Evaluation> Fig. 7 shows an example of the administrative goal evaluation screen W20 displayed on the user terminal 3. The administrative goal evaluation screen W20 is referred to as appropriate during administrative activities to refer to the results and evaluation of administrative goals, such as during the budget preparation period and administrative evaluation period. For example, during the administrative evaluation period, it is used to support decisions on continuing and discontinuing projects while comparing the results of policies, measures, sub-measures, and business operations. Also, during the budget preparation period, it is used to support decisions on budget frameworks for measures, or budget requests / budget assessments for business operations while comparing the results.

[0088] The administrative goal evaluation screen W20 displays evaluation areas W21A to W21H in a tree format TR based on administrative goal information from top to bottom registered as an administrative goal tree structure. Here, the tree format TR corresponds to policy system information registered as a policy system tree structure.

[0089] The evaluation areas W21A-W21H respectively show the policy system name, the evaluation item of the outcome target, the initial value of the actual result, the target value for the current year, the actual result for the previous year (the previous year's actual result which is the average of the actual values ​​up to the previous year), and the change in the actual result over time. The change over time shows the results up to the previous year in a graph format or the like, and displays the superiority / inferiority indicator of the administrative target results for the current year (or the most recent previous year) with reference to the previous year's results. The superiority / inferiority indicator is not limited as long as it displays the superiority / inferiority of the results in a distinguishable manner using colors, arrows, highlights, etc.

[0090] The lower evaluation areas W21E to W21H may further indicate the progress target performance, which includes at least one of the achievement / failure of an important progress target, the achievement / failure of an arbitrary progress target set in advance, the achievement / failure of a most recent progress target, and the like.

[0091] In Figure 7, it can be seen at a glance that the superiority index for evaluation area W21C is "superior" and that for evaluation area W21D is "poor," and it can be confirmed whether there are any problems with the setting or execution of administrative goals for the BB minor policy corresponding to evaluation area W21D or the evaluation area W21H of the lower-level DD project associated with it. In this way, by making administrative goal information linked as a tree structure, it is possible to move from a macro evaluation by comparing higher-level administrative goals to a micro evaluation by gradually comparing lower-level administrative goals, and efficiently discover problems with the policy system and administrative goals.

[0092] <Group evaluation> Fig. 8 shows an example of the group evaluation screen W30 displayed on the user terminal 3. The group evaluation screen W30 groups multiple tasks and projects and is used for group evaluation and / or individual evaluation of tasks and projects. Groups include policy system groups such as policies, measures, and sub-measures, and budget framework groups that group tasks and projects that are subject to budget frameworks. The group evaluation screen W30 can be transitioned to by selecting, for example, the evaluation areas W21C, W21D corresponding to the sub-measures in Fig. 7, and is used for detailed evaluation of groups of sub-measures and tasks and projects linked to the sub-measures.

[0093] The group evaluation screen W30 has a group evaluation area W31 and an administrative business evaluation area W32. The group evaluation area W31 displays the evaluation result based on the aggregation / average of the performance of the administrative goal information of the administrative business information belonging to the group. The group evaluation area W31 in FIG. 8 shows an example of the display based on the performance of the progress goal, but it is also possible to display based on the performance of the outcome goal.

[0094] The group evaluation area W31 displays evaluation results such as the achievement rate / number of projects achieved for the interim goal, the distribution of internal / external factors reported for the interim goal, the number or percentage of interim goals that have been made into priority issues, and the number or percentage of tasks and projects for which new budgets have been requested. These show the evaluation results for individual tasks and projects against the overall group's tasks and projects, or for individual interim goals against the overall group's interim goals. Group evaluation allows the achievement of interim goals to be quantitatively evaluated based on the achievement rate, etc., and is used to efficiently identify issues within the group and to make adjustments to administrative goals.

[0095] The business project evaluation area W32 displays the administrative goals of the business project information and the evaluation results based on the performance. Here, the evaluation results of individual business projects include the project name, evaluation items for the outcome goal, the target value of the outcome goal and the current performance value, the most recent progress goal performance (achieved / not achieved), factors, actions such as prioritizing issues and requesting a supplementary budget, and progress goal status. The progress goal status displays the achievement status of each business project based on the task goal achievement and achievement date in a form such as a chart for comparison.

[0096] The group evaluation screen W30 is particularly referred to when preparing the budget for the next fiscal year during the execution period. Based on the progress of the group or individual project in achieving the interim goal, it is possible to obtain criteria for judging whether the project can be continued in the next fiscal year or whether the budget should be increased or decreased.

[0097] Fig. 9 shows an example of the screen display of the budget compilation screen W40 displayed on the user terminal 3. Here, an example of the display when a budget request is made for an administrative project at the budget compilation stage is shown. The budget compilation screen W40 is used, for example, for compiling the budget for the next fiscal year (Y year) of the administrative project corresponding to the results registration screen W10 in Fig. 6, and the display of both screens can be switched by operating the first switching unit W11. This makes it possible to refer to the administrative goals (particularly the progress goals) and their results for the current fiscal year (X year).

[0098] The budget compilation screen W40 can be accessed by selecting an individual task or business from the screens in Figures 7 and 8. The budget compilation unit 24 can also generate a budget compilation notice including a link to the target task or business information during the budget compilation period and output it to the user terminal 3 of the person in charge.

[0099] The budget preparation unit 24 makes it possible to refer to the evaluation of administrative projects based on the actual results of progress goals including the current year (Y year) when preparing the budget for the next fiscal year (Y year), and accepts registration of budget information via the budget preparation screen W40 and stores it in the database DB.

[0100] When preparing the budget for the next fiscal year (Y fiscal year), the budget preparation unit 24 makes it possible to refer to an evaluation of administrative projects based on the actual results of performance targets including the previous fiscal year (the year before X fiscal year) and the actual results of interim targets including the current fiscal year (X fiscal year) and the previous fiscal year, and accepts registration of budget information via the budget preparation screen W40 and stores it in the database DB.

[0101] Fig. 10 shows an example of the screen display of the administrative / business evaluation screen W50 displayed on the user terminal 3. Fig. 10 shows an example of the display when administrative / business information including budget information for the next fiscal year (Year Y) for administrative / businesses at the budget preparation stage is registered, while referring to the evaluation of administrative / businesses up to the current fiscal year (Year X). The administrative / business evaluation screen W50 has an evaluation area W51, a first switching section W52, a second switching section W53, and a registration area W54.

[0102] The evaluation area W51 displays the evaluation results based on the administrative goal information and its performance information up to the current fiscal year. In the illustrated example, the target value and the performance value of the outcome goal are displayed in a comparable manner, but the task goal and the performance of the progress goal may also be displayed.

[0103] The first switching unit W52 corresponds to the first switching unit W11, and can accept switching display of the year of the business information, and can display the business information of a different year. The second switching unit W53 corresponds to the second switching unit W12, and can display various information associated with the business information. Fig. 10 shows an example of the screen display of a business form (basic information), and by switching to a detailed breakdown, the screen display of Figs. 6 and 9 can be obtained.

[0104] The registration area W54 accepts the registration of basic information. For various data items of the basic information, if it is a continuing project, the data items of the previous year are duplicated and automatically entered.

[0105] At the budget preparation stage, by switching to a detailed breakdown screen display by operating the second switching section W53, it is possible to register the next year's budget information while referring to the evaluation area W51 up to the current year. In this way, it is possible to provide a suitable interface that makes it possible to refer to past administrative goals and results for one business project and enhances the linkage between budget preparation and administrative evaluation.

[0106] In this embodiment, a series of information associated with the business is configured to be viewable via the business screen. The results registration screen W10, the budget compilation screen W40, and the business evaluation screen W50 can each be viewed via the business screen, and allow the registration, modification, deletion, viewing, etc. of basic information, administrative goal information, results information, and budget information associated with the business information.

[0107] As described above, according to the present invention, by enabling efficient reference to the results of administrative evaluation of outcome targets and interim targets that are related to each other in a tree structure, it is possible to realize administrative evaluation with high linkage to budget preparation. In particular, the introduction of interim targets makes it possible to quickly reflect the results of the administrative evaluation of the current year when preparing the budget for the next year, which contributes to the formation of a more favorable cycle of administrative activities. [Explanation of symbols]

[0108] 1. Administrative Evaluation System 2. Administrative evaluation device 21 Target Registration Department 22 System Registration Department 23 Results Registration Department 24 Budget Compilation Department 25 Memory Processing Unit 3. User terminal

Claims

1. An administrative evaluation system that enables administrative evaluation with a greater degree of linkage to budget formulation, The Goal Registration Department registers administrative goals by associating lower-level administrative goals with higher-level administrative goals, The System Registration Department registers policy systems, including policies, measures, and administrative projects, A memory processing unit that stores the aforementioned administrative objectives and the aforementioned policy system in association with each other, A performance registration unit for registering achievements against the aforementioned administrative targets, A budget formulation department that makes it possible to refer to an evaluation of the policy system based on the performance of the aforementioned administrative targets for any fiscal year including the current fiscal year, along with indicators of superiority or inferiority of the performance of said administrative targets, An administrative evaluation system equipped with the necessary features.

2. The administrative evaluation system according to Claim 1, wherein the superiority / inferiority index represents the trend over time of the registered performance.

3. The objective registration unit has the higher-level administrative objectives and lower-level administrative objectives registered in a tree structure, The administrative evaluation system according to claim 1, wherein the budget formulation department makes the evaluation of the policy system referable as a tree structure together with at least one of the superiority / inferiority indicators of the higher-level administrative objectives and the superiority / inferiority indicators of the lower-level administrative objectives.

4. The administrative objectives include outcome objectives and progress objectives, The aforementioned performance targets will be evaluated after the implementation period of the aforementioned policy framework has elapsed, The aforementioned progress targets use the implementation period of the policy system and the period after the implementation period as evaluation periods. The aforementioned budget formulation department, when formulating the budget for the next fiscal year, will consider the results of the aforementioned performance targets, including those for the previous fiscal year, and the current fiscal year. The performance of the aforementioned progress targets, including the current and previous fiscal years, and the evaluation of the policy system based on them will be made available for reference. The administrative evaluation system according to claim 1.

5. The aforementioned system registration unit further registers the policy systems as a policy system tree structure that can associate lower-level policy systems with higher-level policy systems. The aforementioned objective registration unit registers the aforementioned administrative objectives in association with each of the aforementioned policy systems. The administrative evaluation system according to any one of claims 1 to 4, wherein the budget formulation department is able to refer to an evaluation of a higher-level policy system that reflects the performance of the lower-level administrative objectives.

6. An administrative evaluation method that achieves administrative evaluation with a higher degree of linkage to budget formulation, Computers Administrative goals are registered by associating lower-level administrative goals with higher-level administrative goals. Register the policy framework, including policies, measures, and administrative projects. The aforementioned administrative objectives and the aforementioned policy system are stored in correspondence. The results against the aforementioned administrative objectives will be registered, An administrative evaluation method that allows the evaluation of the policy system based on the performance of the aforementioned administrative objectives for any fiscal year, including the current fiscal year, to be referenced along with indicators of superiority or inferiority of the performance of said administrative objectives.

7. This is an administrative evaluation program that aims to achieve administrative evaluation with a greater degree of coordination with budget formulation. The Goal Registration Department registers administrative goals by associating lower-level administrative goals with higher-level administrative goals, The System Registration Department registers policy systems, including policies, measures, and administrative projects, A memory processing unit that stores the aforementioned administrative objectives and the aforementioned policy system in association with each other, A performance registration unit for registering achievements against the aforementioned administrative targets, An administrative evaluation program that enables a computer to function as a budget formulation department, making it possible to refer to the evaluation of the policy system based on the performance of the aforementioned administrative targets for any fiscal year, including the current fiscal year, along with indicators of superiority or inferiority of the performance of said administrative targets.

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