Third Party Monitoring Workflow

Janner Saragih, Project Manager

Map the full Third Party Monitoring (TPM) lifecycle for a World Bank Group-funded project – from framework development and field access through data collection, draft reporting, and final approval. Three subgraphs represent the three key parties: the WBG Supervision Team, the TPM Vendor, and the Implementation Agency (UN/NGO/Government). Every handoff is numbered, every feedback loop is explicit. Built for project managers, M&E professionals, and consultants who need to document or present a compliant monitoring workflow to institutional funders.

How to create a Third Party Monitoring Workflow

To create a third party monitoring workflow, follow these steps:

01.

Define your three parties

TPM workflows always involve a funder/supervisor (WBG), an independent monitor (TPM Vendor), and the entity being monitored (Implementation Agency). Each becomes a subgraph.

02.

Color-code by party

Assign a distinct fill to each group's anchor node — deep blue for WBG supervision, orange for the TPM coordinator, purple for the implementation agency — so roles are instantly scannable.

03.

Number the phases

Label cross-subgraph arrows with sequential phase numbers (1. Collaborate on Design, 2. Submit for Approval, 3. Request Access, etc.) to make the sequence unambiguous.

04.

Model both directions of every handoff

Most steps have a request and a response — show both. Framework input goes to the vendor; feedback comes back from the agency.

05.

Use dotted lines for exception flows

Dashed arrows (-.->) signal out-of-band processes — like investigation support — that sit outside the main workflow but still need to be documented.

06.

Separate data inputs from process steps

Beneficiary surveys, administrative databases, and financial audits all feed into data collection — show them as distinct source nodes rather than collapsing them into one step.

07.

Apply a neutral theme

Use theme: neutral to keep the color coding readable without fighting the default palette.

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Third Party Monitoring Workflow

How to create a Third Party Monitoring Workflow

Define your three parties

TPM workflows always involve a funder/supervisor (WBG), an independent monitor (TPM Vendor), and the entity being monitored (Implementation Agency). Each becomes a subgraph.

Color-code by party

Assign a distinct fill to each group's anchor node — deep blue for WBG supervision, orange for the TPM coordinator, purple for the implementation agency — so roles are instantly scannable.

Number the phases

Label cross-subgraph arrows with sequential phase numbers (1. Collaborate on Design, 2. Submit for Approval, 3. Request Access, etc.) to make the sequence unambiguous.

Model both directions of every handoff

Most steps have a request and a response — show both. Framework input goes to the vendor; feedback comes back from the agency.

Use dotted lines for exception flows

Dashed arrows (-.->) signal out-of-band processes — like investigation support — that sit outside the main workflow but still need to be documented.

Separate data inputs from process steps

Beneficiary surveys, administrative databases, and financial audits all feed into data collection — show them as distinct source nodes rather than collapsing them into one step.

Apply a neutral theme

Use theme: neutral to keep the color coding readable without fighting the default palette.

Share with others

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ERD Customer Relationship Management (CRM)

Build the data foundation for tracking customer relationships. This template maps accounts, contacts, leads, opportunities, cases, and campaigns — with keys, attributes, and relationships — so teams can align on how records connect from first touch to closed deal and support.

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Track events and processes over time with a visual timeline. This diagram helps teams see sequences, responsibilities, and parallel activities clearly for planning, reporting, or retrospectives.

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