Component 05

Monitoring and Adjustment


Monitoring and Adjustment is a set of processes to track and evaluate actions taken and outcomes achieved, thereby establishing a feedback loop to refine planning, programming, and target setting decisions. It involves using performance data to obtain key insights into the effectiveness of decisions and identifying where adjustments need to be made in order to improve performance. Read more…


Implementation Steps

Monitoring and Adjustment is broken down into two nested subcomponents:

  • System Level Monitoring and Adjustment: Establishment of a well-defined performance monitoring process to understand performance outcomes and the impact of influencing factors to enable adjustment of future planning and programming decisions.
  • Program/Project Level Monitoring and Adjustment: Establishment of a process for tracking the program and project outputs, and their effects on performance outcomes. This subcomponent is contained within System Level Monitoring and Adjustment.

Making the Connection

Monitoring and Adjustment processes (Component 05) create a feedback loop to connect performance results to agency strategies to inform adjustments to targets, measures, goals, and planning and programming decisions. Adjustment based on monitoring information is what moves an agency from performance measurement to performance management.

Learn More

The Monitoring and Adjustment chapter contains three sections:

Keep reading the complete Component 05: Monitoring and Adjustment…

What it Takes

Through monitoring and adjustment practices, an agency can answer, “Are we getting the results we anticipated”? as well as, “If not, why not”? The ongoing review of observed results helps agencies identify, diagnose, and act upon program delivery issues.

This process also identifies where data gaps exist and highlights where additional information would be beneficial. As an agency’s understanding of the relationship between
actions taken and performance results improves, so will an agency’s ability to make necessary midstream adjustments, select future projects and programs to achieve desired outcomes, and explain performance results to stakeholders.

Monitoring and adjustment help agencies move past simply answering “how did we do” and obtain an understanding of “why.” Given that TPM practices evolve, monitoring and adjustment provides valuable material on which to build. An effective monitoring and adjustment process must look at both output and outcomes to create a strong connection between investment decisions and results.