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Assessment of  Outcome Mapping  as a tool for evaluating and monitoring support to civil society organisations EASY-ECO Vi...
Who are we <ul><li>Steve Powell & Ivona Čelebičić proMENTE social research, Sarajevo </li></ul><ul><li>Joakim Molander: at...
Background  <ul><li>Govt. in B&H barely functional </li></ul><ul><li>Civil society fills the gap? </li></ul><ul><li>  Sup...
Evaluation TOR <ul><li>Explorative evaluation of six civil society projects </li></ul><ul><li>Sida-funded civil society pr...
Messages  <ul><li>OM worked well  for  civil society evaluation </li></ul><ul><li>OM plays well with other approaches </li...
Our project in B&H: 1 donor, 3 framework partners, 6 implementing partners, 6 projects: 2007 &quot;Improvement of access t...
OM:  12 steps Helping the implementing partner to learn Internal M &E Considering all the dimensions of strategy Focus on ...
Method: timeframe Baseline  Final assessment
Method: OM <ul><li>Special use of OM for external evaluation </li></ul><ul><ul><li>Mission, vision, progress markers, outc...
Message 1: OM worked well with civil society evaluation <ul><li>Most organisations succeeded in redefining changes in a sm...
Message 2: OM plays well with other approaches
2a: Qualitative methods <ul><li>Gained a lot of additional information with systematic content analysis of independent “re...
2b: quantitative analysis <ul><li>For four projects, a customised questionnaire was made on the basis of progress markers....
2b: quantitative analysis <ul><li>Results for one project: average scores on progress marker questionnaires  </li></ul><ul...
2c: implementing partners and boundary partners do not agree on “difficulty” of progress markers   <ul><li>   involve bou...
2d: problems with  OM + RBM <ul><li>Avoiding a double workload:  </li></ul><ul><li>OM for monitoring     OM for planning ...
Message 3: Sustainability ↔ focus on  real people!
3a: differentiate your boundary partners <ul><li>Especially in civil society, b oundary partner groups can be usefully div...
3b: focus on  “key players” <ul><li>= boundary partners or implementing partners?? </li></ul><ul><li>The y  believe that c...
3c: A taboo:  motivation <ul><li>Why would these people want to play along? Money a taboo? If we aren’t using sticks, do w...
3d: Another taboo: personality  <ul><li>E ffective activists are not necessarily effective bureaucrats (Easterly) . Should...
Message 4: OM can be part of a  patchwork , rather than  monolithic , approach to M&E
4a: the monolithic approach <ul><li>RBM: killing the birds of  project and program  planning, control, monitoring and eval...
4b: OM is only part of a (patchwork) solution <ul><li>Better control: release NGOs from exhausting box-ticking and impleme...
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V4 Powell Outcome Mapping Easy Eco Vienna 2008

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  • Transcript of "V4 Powell Outcome Mapping Easy Eco Vienna 2008"

    1. 1. Assessment of Outcome Mapping as a tool for evaluating and monitoring support to civil society organisations EASY-ECO Vienna 2008 Stephen Powell, Joakim Molander & Ivona Čelebičić proMENTE social research, Sarajevo
    2. 2. Who are we <ul><li>Steve Powell & Ivona Čelebičić proMENTE social research, Sarajevo </li></ul><ul><li>Joakim Molander: at the time of the evaluation, First Secretary at the Swedish Embassy, Sarajevo </li></ul><ul><li>Report: www.promente.org/sida2eng </li></ul>
    3. 3. Background <ul><li>Govt. in B&H barely functional </li></ul><ul><li>Civil society fills the gap? </li></ul><ul><li> Support people and networks </li></ul><ul><li>How to evaluate? </li></ul><ul><li> OM </li></ul>
    4. 4. Evaluation TOR <ul><li>Explorative evaluation of six civil society projects </li></ul><ul><li>Sida-funded civil society programming: lessons on sustainability </li></ul><ul><li>Exploration of OM as a tool </li></ul>
    5. 5. Messages <ul><li>OM worked well for civil society evaluation </li></ul><ul><li>OM plays well with other approaches </li></ul><ul><li>Sustainability ↔ focus on “key players” </li></ul><ul><li>OM can be part of a patchwork , rather than monolithic , approach to M&E </li></ul>
    6. 6. Our project in B&H: 1 donor, 3 framework partners, 6 implementing partners, 6 projects: 2007 &quot;Improvement of access to justice – Raising public awareness on access to rights, legislative changes and legal procedures in BiH Vasa Prava Work with judges and journalists on Press Code BiH Press Council (funded by SHC) Swedish Helsinki Committee for Human Rights &quot;Citizen in action&quot;– Project of community-based advocacy campaigns for solving priority citizens problems from &quot;Civic Platform for 2006 Elections&quot;. &quot;Local Government leadership building activities&quot; Civil Society Promotion Center – GROZD, &quot;Citizen in action&quot; Academy for political leaders Helsinki Citizens Assembly (HCA) – Academy for political leaders) Olof Palme International Center Village activities (including round tables in towns) Most Womens political lobby Zenski Centar Kvinna til Kvinna Evaluated activity Partner organisation Framework organisation
    7. 7. OM: 12 steps Helping the implementing partner to learn Internal M &E Considering all the dimensions of strategy Focus on outcomes 11. Performance journal 7. Organisational practices Evaluation Outcome & performance monitoring Intentional design 10. Strategy journal 6. …Strategy maps 12. Evaluation plan 8. Monitoring priorities 9. Outcome journals 5. ...Progress markers 4. ...Outcome challenges 3. ...Boundary partners 2. Mission 1. Vision
    8. 8. Method: timeframe Baseline Final assessment
    9. 9. Method: OM <ul><li>Special use of OM for external evaluation </li></ul><ul><ul><li>Mission, vision, progress markers, outcome challenge </li></ul></ul><ul><ul><li>Assessment of planning strategies using strategy maps </li></ul></ul><ul><ul><li>OM questionnaires </li></ul></ul><ul><ul><li>OM interview with boundary partners (+ relevance interviews ) </li></ul></ul><ul><ul><li>OM interview with implementing partners (+ relevance interviews ) </li></ul></ul><ul><ul><li>Writing evaluation-start Outcome Journals </li></ul></ul><ul><ul><li>Confirming evaluation-start Outcome Journals </li></ul></ul><ul><ul><li>OM questionnaires (same as evaluation-start) </li></ul></ul><ul><ul><li>OM interview with boundary partners (on the basis of evaluation-start interview) (+ relevance interviews ) </li></ul></ul><ul><ul><li>OM interview with implementing partners (on the basis of evaluation-start interview) (+ relevance interviews ) </li></ul></ul><ul><ul><li>Assessment of management progress using existing strategy maps </li></ul></ul><ul><ul><li>Mission and vision: still relevant? Changed focus? </li></ul></ul><ul><ul><li>Gathering contextual information and intervention timeline </li></ul></ul>Baseline interim final assessment
    10. 10. Message 1: OM worked well with civil society evaluation <ul><li>Most organisations succeeded in redefining changes in a small group of boundary partners as the main component of their vision </li></ul><ul><li>NGOs enthusiastic!? </li></ul><ul><li>Focus on contribution is a big relief </li></ul><ul><li>Gives richer feedback </li></ul><ul><li>Strategy maps inspire and organise thinking about different dimensions of planning </li></ul><ul><li>OM standard method and questionnaires, (and interviews?) showed projects making progress towards their vision </li></ul><ul><li>Consider problem-based rather than vision-based programming. Vision is not always about boundary partner change </li></ul>
    11. 11. Message 2: OM plays well with other approaches
    12. 12. 2a: Qualitative methods <ul><li>Gained a lot of additional information with systematic content analysis of independent “relevance interviews” </li></ul><ul><ul><li>“ A good part of the population is used to some sort of humanitarian aid, some sort of social help, mercy, call it what you will. This means that nobody has to work and, at the same time, they get something. We can set our sights lower but we don’t need to invest anything. ” </li></ul></ul>
    13. 13. 2b: quantitative analysis <ul><li>For four projects, a customised questionnaire was made on the basis of progress markers. </li></ul><ul><li>Questionnaire filled in at baseline and again at final assessment </li></ul><ul><li>Results from around 100 baseline and 100 final assessment questionnaires compared on a per-project basis. </li></ul><ul><li>Validation of OM evaluation methods? </li></ul><ul><ul><li>Less clear progress with the least educated </li></ul></ul>
    14. 14. 2b: quantitative analysis <ul><li>Results for one project: average scores on progress marker questionnaires </li></ul><ul><li> at baseline </li></ul><ul><li> at evaluation end </li></ul><ul><li>Small but significant overall improvement </li></ul><ul><li>Corresponds to information from OM interviews & journals </li></ul><ul><li>Women start lower than men and improve more than men </li></ul><ul><li>In spite of a possible tendency to “raise the bar” during the project  “soft” interpretation </li></ul>male female
    15. 15. 2c: implementing partners and boundary partners do not agree on “difficulty” of progress markers <ul><li> involve boundary partners in planning!! – especially the poor </li></ul>Love to see / like to see / expect to see Average baseline score for one project
    16. 16. 2d: problems with OM + RBM <ul><li>Avoiding a double workload: </li></ul><ul><li>OM for monitoring  OM for planning and reporting </li></ul><ul><li>Better planning: OM could/should be adopted by donors from the project application stage (or as a hybrid) </li></ul><ul><li>Donors have to want to help organisations to learn, at the cost of demonstrating effectiveness </li></ul>
    17. 17. Message 3: Sustainability ↔ focus on real people!
    18. 18. 3a: differentiate your boundary partners <ul><li>Especially in civil society, b oundary partner groups can be usefully divided into &quot;less powerful&quot;, &quot;potentially powerful&quot; and &quot;powerful&quot;. </li></ul><ul><li>Even within one group, d istinguish clearly between partners who are at different levels of development towards , or agreement with , the outcome challenge . </li></ul>
    19. 19. 3b: focus on “key players” <ul><li>= boundary partners or implementing partners?? </li></ul><ul><li>The y believe that change is possible through the efforts of individuals. </li></ul><ul><li>Civil society not a mass movement! H andful of key ( “career” ) activists and organisations </li></ul><ul><li>They have “first name and family name” and are not interchangeable or easily replaceable; yet invisible on paper </li></ul>
    20. 20. 3c: A taboo: motivation <ul><li>Why would these people want to play along? Money a taboo? If we aren’t using sticks, do we have juicy carrots? </li></ul><ul><li>Careers advice for activists? Business support for NGOs? </li></ul>
    21. 21. 3d: Another taboo: personality <ul><li>E ffective activists are not necessarily effective bureaucrats (Easterly) . Should they be? </li></ul><ul><li>Personality is hard to change Differential skills are needed (talking to parliament, then villagers) </li></ul>
    22. 22. Message 4: OM can be part of a patchwork , rather than monolithic , approach to M&E
    23. 23. 4a: the monolithic approach <ul><li>RBM: killing the birds of project and program planning, control, monitoring and evaluation with one stone? </li></ul>Impacts … outcomes … outputs … Causation Data aggregation <ul><ul><li>Control: gathering data via a chain in which every link has a vested interest in lying </li></ul></ul><ul><ul><li>Monitoring: ticking boxes at the expense of strategic thinking and organisational learning </li></ul></ul><ul><ul><li>Evaluation: Can you calculate impacts by aggregating outputs? Are NGOs competent to measure outcome and impact directly? Is it their job? </li></ul></ul>Program Project B Project A
    24. 24. 4b: OM is only part of a (patchwork) solution <ul><li>Better control: release NGOs from exhausting box-ticking and implement fair random checking of outputs. </li></ul><ul><li>Better planning and monitoring: use OM where appropriate </li></ul><ul><li>Better management : in exchange, require elements of strategic planning and organisational learning. </li></ul><ul><li>Better evaluation: </li></ul><ul><ul><li>Demonstrate donor-relevant impact: commission independent, external investigations of society change and why it happens/happened </li></ul></ul><ul><ul><li>Sharpen the focus: help NGOs to do empirical explorations of a selection of specific issues that really interest them </li></ul></ul><ul><li>OM isn’t everything </li></ul>
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