3. Using up a PSL Workbook
This section describes how a PSL Workbook is used, starting with the designation of issues and objectives and finishing with a complete Workbook.
It is noted once again that a PSL is designed to accompany a project or programme from the moment it is 'invented' all the way through to end-of-life of the project or programme's components. It therefore integrates the modifications and more important adjustments which are brought to a project or programme and the way in which the context changes in terms of location, changes in technology, regulations, etc.
3.1 - Workbook Step 1: Selection of themes
This step is the most important step, and the designated issues and objectives are automatically taken up in the Monitoring Worksheets for each of the project or programme's phases.
This step involves designating in columns D, E and F of the Overall Monitoring Worksheet:
- selected issues (designated 'I') and objectives (designated 'O');
- their priority.
Workbook Step 1: Enter Issue/Objective/Either
Entering an 'X' indicates that one does not know if a choice is an issue or an objective. By default, it is assumed that an 'X' for 'Either' corresponds to an objective.
The worksheet cell changes colour to yellow for an 'I' and blue for an 'O' and the background to the name of the issue or objective will change to the same colour.
3.2 - Workbook Step 2: Frameworks, Performance and Assessment
With issues, objectives and their priority entered one has a global understanding of the immediate undertakings for sustainable development and can now establish a fairly accurate estimate of the effort needed to complete the Overall Monitoring Worksheet.
For each chosen issue and objective it is now necessary to consider the performance target, its method of evaluation and the eventual benchmark.
This these steps involve designating in columns G, H and I of the Overall Monitoring Worksheet:
- reference frameworks taken into consideration;
- expected performance;
- assessment methodology.
3.2.1 - Reference frameworks
In choosing one or more reference frameworks for each selected issue or objective, several criteria are recommended:
3.2.2 - Expected performance
To indicate the expected perfomance in the Overall Monitoring Worksheet (column 'H') one needs to analyse possible performance targets for the expected outcome. Performance targets may be either qualitative (e.g., power consumed) or quantitative (e.g., level of comfort).
In choosing expected performance targets for each selected issue or objective, several criteria are recommended:
A Relevance Checklist
A checklist to verify that a target for the expected performance is relevant and applicable at all phases of the project or programme.
3.2.3 - Assessment Methodology
To indicate in the Overall Monitoring Worksheet (column 'H') the assessment methodology for the target for the expected performance one needs to apply similar criteria to those used for performance targets.
Workbook Step 2: Enter Framework/Performance/Assessment
The entries will become the basis for entries in columns J ('Operational Response'), K ('Parameters and Indicators') and L ('Outcomes') of the monitoring worksheet for each phase of the project or programme.