Performance Management Toolkit
PM Toolkit Home
Welcome to the Public Health Performance Management Toolkit
A comprehensive Performance Management System (PM System) is vital to understanding how an organization is operating and functioning on a timely basis. The PM System should measure and monitor performance with scorecards and dashboards to track your organization’s key metrics.
Performance Management Toolkit
Welcome to the Public Health Performance Management Toolkit
A well-designed PM System should answer the following questions:
How are we doing?
Scorecards and dashboards help answer the “How are we doing?” question by quickly and easily communicating complex information derived from many different sources. This includes setting targets, linking metrics that impact each other, and making them dynamic so people can understand the data to see why a metric tends to trend up or down.
Why?
- Offers reports and analysis to let you see data, gain context, understand trends, and spot anomalies.
- Reporting and analysis capabilities answer the “Why?” question by creating a seamless experience of analyzing and reporting on information drawn from any data source. People can dig deeper into results and learn when, where, and how variations occur. They also understand how business strategy translates into operational priorities.
What should we be doing?
- Information from the PM System provides input for planning, budgets, and forecasts to help identify and share a reliable view of the future.
- Planning capabilities answer the “What should we be doing?” question. It is the integration of budgeting, planning, forecasting, and financial reporting. Users create plans, then monitor and adapt them as business conditions change. Performance targets become more reliable and predictable, rather than best guesses.
This toolkit is designed to support an organization's PM System needs regardless of implementation stage. The toolkit contains two main sections:
Approaches to Performance Management
- Performance Management Self-Assessments
- Performance Management Infrastructure
- Performance Management Skills
Performance Management System Framework Components and Resources
- About the Performance Management System Framework
- Visible Leadership
- Performance Standards
- Performance Measurement
- Reporting Progress
- Quality Improvement
Need Performance Management Technical Assistance or Training?
PHF offers a wide range of services and customizes its approach to meet your specific needs. Learn more about PHF’s services related to performance management.
Contact Us
To share your feedback, suggestions, and resources, or to ask a question, contact PHF_Resources@phf.org.
The Public Health Foundation (PHF) collaborated with the Association of State and Territorial Health Officials (ASTHO) to develop the Performance Management Toolkit, specifically designed to address the performance management needs of Public Health Infrastructure Grant (PHIG) awardees.