Demystifying the Treasury Board Submission Process

As a public servant, we know that understanding and properly completing central agency documents can be overwhelming and confusing. When you join Demystifying the Treasury Board Submission Process, our highly rated facilitators will lead the group through interactive discussions and real-life case studies, and take you through the guide to preparing TB Submissions.

• This webinar is a good fit for you if you have problems determining what the Treasury Board Secretariat wants and their role in the Federal Government, how the submission process works, and if you want to gain a better understanding of the sometimes-confusing process. Policy, program, and communications public servants will find Demystifying the Treasury Board Submission Process very helpful.
• While both webinars are designed as stand-alone offerings, Demystifying the Treasury Board Submission Process and the Memorandum to Cabinet Development Process pair well together as core central agency offerings.

Certificate in Policy and Governance

This course is part of the Certificate in Policy and Governance offered by the institute. While there are no formal prerequisites for this course, we highly recommend that you consider taking the preceding courses or familiarizing yourself with their content. This background knowledge will greatly enhance your learning experience. Please be aware that the instructor may not revisit these earlier topics in order to allocate ample time for the current material.

Learning Objectives:

• You will learn when submissions are required and why 
• You will learn about the decision-making process 
• You will learn who does what in your department and at the Treasury Board Secretariat  
• You will explore all the elements of a submission and learn how to prepare them 
• You will understand how results-based expenditure management and Treasury Board policies drive the submissions process 
• You will learn winning strategies to manage the process and to succeed
• You will have the opportunity to practice developing a Treasury Board submission through an optional exercise you can submit for feedback after the course

Core Skills

• Understanding when and why Treasury Board submissions are required.
• Navigating the Treasury Board decision-making process and identifying roles within departments and the Treasury Board Secretariat.
• Breaking down and preparing the key elements of a Treasury Board submission.
• Applying results-based expenditure management principles and Treasury Board policies in the submission process.
• Developing effective strategies to manage and succeed in the submission process.
• Practicing submission development through an optional exercise with expert feedback.

Duration

• 3.5 hours, including short breaks to ensure maximum engagement and effective learning absorption.

Special Offers

Take advantage of these exclusive discounts available when registering for IOG courses:

1. Group Course Discount: Register 3 or more colleagues together for the same course and receive 10% off your total registration fee.  
   Learning together builds team capacity—and helps you save on training costs.
2. Individual Bundle Discount: Register as an individual for 3 or more courses at the same time and save 10% on your total registration fee.
   Advance your professional development while maximizing value.

Guy Boyd has broad federal public service experience having worked in six different departments in such varied functions as: policy development; planning, reporting, and performance measurement; business case development; provision of advice to ministers and deputy heads; quasi-judicial case management; operational and corporate management; and, training design and delivery (including a stint at the Canada School where he revised and delivered its popular course How Ottawa Works).

Of particular relevance to Central Agency courses, Guy worked for over ten years at the Treasury Board Secretariat as a program sector analyst, director, and executive director. During this time he reviewed and developed advice to ministers on over 500 Treasury Board submissions; worked with other Central Agency colleagues on government-wide initiatives, such as the response to the terrorist events of 9-11, the Economic Action Plan to address the financial crisis of 2008-2009, and various Memoranda to Cabinet; assessed and found solutions to departmental funding pressures and management challenges; and, led Treasury Board Secretariat assessment of program and spending reviews such as the Deficit Reduction Action Plan and Strategic Reviews.  Guy was awarded the Queen Elizabeth II Diamond Jubilee Medal in 2012 in recognition of this work.

Recently retired from the Public Service, Guy remains passionate about public administration and the constructive contributions all public servants can make on behalf of Canadians. To this end, as a consultant and certified coach, he now focuses on supporting public servants through:

• Coaching current and aspiring public service executives (primarily through the Public Service Commission’s Executive Counselling Services) in areas such as career planning, miscellaneous personal and management issues, and competition preparation
• Developing, customizing, and delivering training and development courses and materials
• Writing and developing Treasury Board Submissions, planning documents, reports, and business cases of all kinds
• Helping managers and their teams develop written briefing skills

Linda Savoie, after a somewhat dispersed early career that includes time as a military officer, an aircraft mechanic, a lawyer, an airline manager and a museum educator, Linda stumbled upon the federal public service in the mid-90s.

There she discovered opportunities to influence policy development and implementation in areas of interest such as climate change, civic engagement, and gender equality. For some 25 years, whether at Transport Canada, the Privy Council Office, Canadian Heritage, Status of Women Canada, or Library and Archives Canada, Linda worked closely, as an executive, with Deputy Ministers, Ministers, and political staff.

While all challenges were interesting, she is particularly thankful for having been able to explore the power of partnerships and alliances in advancing gender equality and the role of libraries and archives in community vitality. Since her retirement in 2022, when not skiing or cycling, she continues to serve as Past Chair of the Carlington Community Health Center and assists the board of a new foundation in developing its governance.

Myriam Boudreault’s 30 years of experience across several departments (touching all four spending areas of the whole of Government framework (i.e. Social, Economic, International (Security), and Government Affairs), including 15 years with the Treasury Board Secretariat (TBS), has given her a comprehensive perspective on programs, policy, and operations.  She worked on key files within and across organizations. In addition to TBS, Myriam worked at Natural Resources Canada, Indian and Northern Affairs, and the Financial Transactions and Reports Analysis Centre of Canada. For over ten years, Myriam worked in the Social Program Sector (TBS) as a senior/principal analyst and later as a Program Director. In those capacities, she provided strategic advice to TBS senior management on numerous expenditure and operational transactions and issues for TB Ministers consideration. These have included complex horizontal issues related to program integrity, funding pressures, reallocations, and sensitive issues requiring creative solutions. She supported organizations in the development and implementation of their Strategic Reviews and Deficit Reduction Action Plan (DRAP) and other initiatives. Myriam retired from the Public Service as Executive Director within the Office of the Chief Human Resources Officer of Canada at TBS. She is a certified executive coach, and holds a certification from the Chartered Professional Accounts Canada (Senior Executive Advanced Finance and Accounting Program).