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Subcriterion 2.1

From CAF Network

Identify the needs and expectations of the stakeholders, the external environment and the relevant management information

PDCA (PLAN, DO, CHECK, ACT) cycle plays an important role in developing and implementing strategy and planning in a public organisation. The definition of the strategy starts by gathering reliable information on the present and future needs of all relevant stakeholders, and on the internal performance and capabilities of the organisation in the external environment, including public sector reforms at national and European level. The setting of goals and identifying of conditions that must be fulfilled to achieve strategic goals – based on a sound risk analysis and management – plays a crucial part in ensuring an effective implementation and follow up.

This information is indispensable to support the strategic and operational planning process. It is also fundamental to steer planned improve-ments in organisational performance.

According to the PDCA approach, regular reviews should be conducted jointly with the stakeholders to monitor their changing needs and their satisfaction. The quality of this information and systematic analysis of feedback from stakeholders is a prerequisite for the quality of the intended results.


  • a. Observe and analyse the external environment regularly including legal, political, demographic change and digitalisation, as well as global factors like climate change as inputs for strategies and plans.
  • b. Identify all relevant stakeholders and analyse information about their current and future needs, expectations and satisfaction.
  • c. Analyse public sector reforms, at national and European level, to define and review effective strategies.
  • d. Analyse the performance and capability of the organisation, focusing on internal strengths, weaknesses, opportunities and threats/risks.