Step 4 – Review the Plan and Adjust

The process of regularly reviewing and adjusting is the key to creating improvements. Progress toward the goal is assessed and corrective action is taken, as necessary. Seeing the actual improvement as it happens will motivate your organization to continue its efforts and will remind everyone of your commitment to quality.

Results are reviewed and conclusions drawn about agency performance. This review of progress is scheduled at, or around, the milestone dates and results in appropriate action:

• Below the target – less than 100% fulfillment of the Milestone – the cause of the difference is determined and a revised plan to achieve the target needed. Note: Sometimes performance may be so far off target that no adjustment will enable the agency to achieve the original target, and a new target must be discussed with the funder and included in the adjustment plan
• On the target – 100% fulfillment of the Milestone – no adjustment is needed
• Above the target – greater than 100% fulfillment of the Milestone – no adjustment is needed

Complete the chart below at each milestone date, noting where you have met your targets and making an adjusted plan, where necessary. This will assist your agency to operate more efficiently.

STEP IV – Review and Adjust Action Plans Worksheet

Vital Few from Step 1	Milestone Target	Current Result on Milestone	% Fulfillment of Milestone (B) ÷ (A)	Cause(s)	Adjusted Action Plan (New milsetones as needed)
Strength			%
1st Area for Improvement			%
2nd Area for Improvement			%
	A	B	C