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Technological Plan Monitoring System is seen as a Benchmark

The Technological Plan Monitoring System (SM.PT), developed by the Cabinet of the National Coordinator of the Lisbon Strategy and Technological Plan, has become a benchmark in this area.

For Professor Carlos Zorrinho, National Coordinator of the Lisbon Strategy and Technological Plan, this system “represents an important working tool, whose role is critical in helping to conciliate the Technological Plan’s global strategic focus and monitoring the execution of each of its measures”.

Professor Carlos Zorrinho, Coordenador Nacional da Estratégia de Lisboa e do Plano Tecnológico

The Model comprises four integrated components: strategic alignment, operational coordination, business intelligence-based operational monitoring and automated reporting.

The objectives of the Strategic Alignment component are to:

1. Ensure alignment of all established measures with the Technological Plan’s strategic objectives;
2. Analyse the evolution of impact indicators in the light of the measures that contributed to them;
3. Define the right monitoring level for each measure;
4. Reinforce alignment with other action plans ;
5. Assess cause/effect mechanisms

The objectives of the Operational Coordination Component are to:

1. Ensure process and organizational support through communication among involved entities;
2. Ensure continuous and reliable collection of information on each measure;
3. Ensure commitment and accountability for completion and reporting.

The objectives of the Monitoring component are to:

1. Automate compiling and presentation of information on the implementation of the various measures;
2. Enable ongoing assessment, both generally and specifically, on the implementation status of all measures;
3. Maintain focus on critical priorities and activities;
4. Define corrective actions and continuous re-assessment of the policies and measures envisaged.

The objectives of the Reporting and Communication component are to:

1. Allow for regular reporting based on concrete and reliable data;
2. Enable a continuous, fluid and transparent communication.


Nuno Cavaco

For Nuno Cavaco, Partner of the Lisbon office, a monitoring system will only be effective if supported by a rigorous definition of the strategic objectives to be achieved, and by the identification of indicators based on easily available and highly reliable data, with relevance to the monitoring process.

Operationally, and during an initial phase, the SM.PT will require online updating of a “measuring fact sheet” by each policy manager at the various Ministries. The introduced data will feed the Monitoring System enabling online visualization and the issuance of analytical and status reports from the Office of the Prime Minister, Ministries, Ministry coordinators as well as from policy managers.

The System also provides standard reports and online queries on the performance of each project, Ministry, line of action, sector, as well as relevant implementation factors and corrective actions to be taken.

For Rui Grilo, project manager and current Head of the CNELPT Cabinet (Office of the Technological Plan), “it is a pioneer example in management control in public institutions” that “was only possible thanks to the outstanding joint efforts of all people involved: users, designers and IT application developers that create it”.

The Monitoring System is based on a model designed and developed by Leadership Business Consulting using Microsoft software and programmed by Novabase.

The Technological Plan is based on the assumption that, to recover ground, Portugal needs to evolve towards a new competitive model, taking advantage of the opportunity to position itself at the forefront of the technological revolution for the first time in its history (more information can be found at www.planotecnologico.pt).

Conceptual Model of SM.PT

Conceptual Model of SM.PT

The Technological Plan is therefore a mobilizing idea, a priority agenda (112 measures) and a political commitment which aims to promote Portugal’s development and competitiveness through focus on knowledge (38 measures), technology (24 measures) and innovation (50 measures).

It is focused on five transversal points of action:

i) a strengthened scientific and technological base;
ii) an improved competitive base;
iii) a modern public administration;
iv) a favourable environment for business; and
v) a qualified population.




The five aforementioned priorities give rise to 10 challenges and solutions covering all 112 measures.

1. Placing Portugal at the forefront of broadband coverage;
2. Helping families benefit from access to the information society;
3. Strengthening the internationalization of the scientific system;
4. Making the job market more efficient;
5. Facilitating the relationship between citizens and the public administration;
6. Facilitating the relationship between companies and the public administration;
7. Supporting innovative companies;
8. Providing companies with young and qualified professionals;
9. Preparing youth for the knowledge society;
10. Retraining the active population to upgrade the level of qualifications.


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