M&E Project (Africa) Presentation

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Description of the rationale and method for implementing a stringent reporting framework for NPO's at national and continental levels.

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M&E Project (Africa) Presentation

  1. 1. M&E Project (Africa) M&E projet (Afrique)Promoting Democracy and Development by strengthening M&E and National AssociationsLa promotion de la démocratie et le développement en renforçant M&E et les Associations nationales 20 February 2012 Errol Goetsch +27 78 573 5046 errol@xe4.org www.xe4.org20 Feb 2012 © E Goetsch CSI 2011 1
  2. 2. Errol Goetsch Director: Centre for Social Impact +27 78 573 5046 errol@xe4.orgFamily Banking system mergersLive: Johannesburg Corporate Governance reviewsBorn: Windhoek Durban Basic Needs MappingStudied Durban Ordnances RewriteBA Honours LLB MBA now Ph.D. East London Municipality HIV/Aids impactLecturer / Tutor Electronic banking systemsEconomics / Strategy / Project Management Impact Measurement SystemManagerial Finance / Marketing Information system roll-out x 2Organisational Behaviour / Politics KwaZulu Finance Corporation collateralisationEmploy KwaZulu Local Economic DevelopmentMerchant Investors Group (London) LoveLife HIV/AidsBoland / Absa Group / Nedcor Banks National Housing ConferenceIQ Group Peer Education SystemInkatha Institute PPP: Cato Manor Land SchemeAudited PPP: Durban Waterfront100’s of projects PPP: Ndwedwe Electrification ProgrammeDesign Software PPP: Water 2000Auditing / M&E Tools & Reports / Sustainability / Sedibeng Municipality Protest Management SystemImpact / Capacity / Corporate Governance / Swaziland Textile Industry revivalBalanced Scorecards / KAP tools / HIV Aids World bank Projects NigeriaImpact / Job Descriptions / Capacity Audits Zambia Commodity Exchange 20 Feb 2012 © E Goetsch CSI 2011 2
  3. 3. Role of M&E (Telling Truth to Power) Transparency => Accountability => Development and DemocracyFormula See SOLUTION Series of Promises Paper TrailResults change Actual direct + indirect beneficiaries Impact Community AssessmentBenefits End-Term Benefits deliver Set of products and services delivered = reports Mid-Term Projects design Delivery mechanism reports Progress Work Agencies decide Designer and Implementer of Solution reports Time Programmes choose Development priority Work Plans x Intermediaries collect Government / Donor Agency / Bank Budgets Receipts Money care Taxpayer / Shareholder / Benefactor Donors Proposals Costs See PROBLEM Baseline 12/02/20 © E Goetsch CSI 2011 3
  4. 4. Problem StatementToo little Delivery / Transprarency for Democracy / DevelopmentDelivery Gap in Projects Focus is on projects thatPromise - Performance gapDesign gap make promises to donorsCorporate Governance failure and owe delivery toCapacity gap communities – Management gap – Organisational Sustainability Public Duty of Transparency – Project Excellence and Accountability for sake – Social Impact of Development and – Donor drift / National indicators democracyTransparency Gap in ReportingM&E incomplete (not full cash flow)M&Esuperficial (not interrogate promise) Focus is on raising M&EM&E narrow (not industry wide) standards and getting theM&E private (not public) money, tools and supportM&E weak (not enforced / protected) that involves 20 Feb 2012 © E Goetsch CSI 2011 4
  5. 5. SA Experience: FrustrationDonor Fatigue Donor expectations rising / NPO performance falling Falling Agency Rising donor Donor Expectations capacity expectations Initially naïve, trusting NPO’s will deliver; impose few reporting and proof requirements. Sullivan Code made CSI cosmetic; no investment in “back-office” design, funding Increasing donor field-office delivery instead. frustration and Agency anxiety at Agency Performance cross-over Initially well-run, in regulated environment, then heavily funded from abroad with weak auditing, with little investment in institutional capacity, loss of talent and diversion Rising social Falling Agency of money since 1994 needs performance 70’s 80’s 90’s 00’s 10’s20 February 2012 © E Goetsch CSI 2011 5
  6. 6. SA Experience: Elite Capture (2) Flight to Quality Donors fund western NGO’s and M&E FirmsIncome Richer NGO’s market themselves well Money for M&E captured at source Donors shift to richer NGO’s African M&E practitioners are far from source Poorer NGO’s market themselves poorly Number 20 February 2012 © E Goetsch CSI 2011 6
  7. 7. SA Experience: CSI SolutionA possible route for African M&E and National Associations 1. Take advantage of supportive environment 2. Develop a national audit format for projects 3. Submit it for Legislative backing as annual public report format (this does not stop or change the normal M&E process) 4.Include other elements strengthening M&E - Establish - Protocol Training Centre - Protocol Certification Centre Ideally, this involves or - Register of Projects establishes the National - Code of Donor Conduct Association – but not - Audit Fund necessarily - Allocate Auditor - Receive Report - Submit Report - Transfer Payment20 Feb 2012 © E Goetsch CSI 2011 7
  8. 8. CSI Report - Standard Format The 7 Numbers Donors want to know and Projects need to show 1 The 4 The 10 TheActual 100% Project’s E Project’s Project’s 3 The = Organisation Impact Excellence ProductsTarget Date E X E Pay off3 The 2 TheAgency’s Objectives Proof ECapacity Q Progress Community Products D Benefits Premises Q 4 The Agency’s D Projects Power Sustainability Agencies People D Programmes Payments T Intermediaries Payers R L 7 The Cash Flow Donors Policies S 20 Feb 2012 © E Goetsch CSI 2011 8
  9. 9. Statutory Report 1: Project ScoreM&E carries the measurement of overall performance Project Special purpose Actual 100% unique outcome = Term-limited Target Time defined end-date Planned M&E applies the has targets for: Universal 1. Input (cost) Management 2. Work (time) Equation to project 3. Output (benefits) performance 4. Outcome (impact) Implemented Has actuals vs. targets20 Feb 2012 © E Goetsch CSI 2011 9
  10. 10. Statutory Report 2: GovernanceThe Vertical Roles, Rights and Responsibilities for Results Who / Do / Result Where Need What Directors Decide Strategy TARGETS ActualsD Board room Balance / Authority questions Management Design SystemD Head Office Responsibility / Skill SCORE = Score %D Staff Deliver Operations ACTUALS Targets Field Office Presence / Effort answers Corporate Governance = capacity to balance Decisions, Designs and Delivery = score 100% in targets high enough to matter, low enough to happen 20 Feb 2012 © E Goetsch CSI 2011 10
  11. 11. Statutory Report 3: Capacity The Horizontal Roles, Rights and Responsibilities for Results 100% D D DPolicy Payers Payments People Places Power Products Progress Proof Pay offR&D Marketing Finance HR Facilities Procure Project Risk M&E Strategy mentWhy What What Who Where How When What What Who For for with with If 20 Feb 2012 © E Goetsch CSI 2011 11
  12. 12. Statutory Report 4 – Project BudgetQuantity Theory of Management: The full range of areas to count20 Feb 2012 © E Goetsch CSI 2011 12
  13. 13. Statutory Report 5: Project Excellence The formula for Project Excellence X = E X C E L L E N C E COSTS Time Human Resources Try reduce Work Organisations $ Performance # Inputs Efficiency Outputs Factor Market Goods Market % Capacity Benefits Outcomes Economy Effectiveness HouseholdsProcurement Impact Production BENEFITS Strategy C/B Equity Try increase 20 Feb 2012 © E Goetsch CSI 2011 13
  14. 14. Statutory Report 6 - Sustainability Corporate Governance: the roles and responsibility for Sustainability PEOPLE Need as many people as it TRUST takes to do the work to Untied Funding achieve vision and missionPROMISES HR OPERATIONS PERFORMANCE MARKETING Designmake Need keep aspromises to Capacity Repeat New many promises asget people People People were madeand money and and FINANCE Money Money DeliveryNew Capacity RepeatIncome Income PAYMENTSRESPECT Sustainability LOYALTY Need as much DIGNITY money as the people need 20 Feb 2012 © E Goetsch CSI 2011 14
  15. 15. Statutory Report 7 – Cash Flow The money that moved from donor to public and where it wentFormula See SOLUTION Series of Promises Paper TrailResults change Actual direct + indirect beneficiaries Impact Community AssessmentBenefits End-Term Benefits deliver Set of products and services delivered = reports Mid-Term Projects design Delivery mechanism reports Progress Work Agencies decide Designer and Implementer of Solution reports Time Programmes choose Development priority Work Plans x Intermediaries collect Government / Donor Agency / Bank Budgets Receipts Money care Taxpayer / Shareholder / Benefactor Donors Proposals Costs See PROBLEM Baseline 12/02/20 © E Goetsch CSI 2011 15
  16. 16. Project M&E SupportCSI will help each National Association 1. Offer our national audit format 2. Offer our Legislation 3. Help establish - online Protocol Training Centre - online Protocol Certification Centre - online Register of Projects - online Code of Donor Conduct - Audit Fund - online Register of Auditor - online Report submission - online Payment 4. Memorandum of Association with National Association (or alternative)20 Feb 2012 © E Goetsch CSI 2011 16
  17. 17. Project M&E Support: XmentoringThe online delivery of full design capacity (pilot funded by the NDA)XmentoringTM Strategyshared Knowledge R&Dservices modelRegistered to the Marketing HRCentre for SocialImpactPilot funded by the Design MentorNDA Team Risk Finance Product Procure ion ment Project Facilities Agency Delivery Project 1 Project 2 CBO 1 CBO 2 Project Project20 Feb 2012 © E Goetsch CSI 2011 17
  18. 18. QUESTIONS M&E Project (Africa) Promoting Democracy and Development by strengthening M&E and National Associations 20 February 2012 Errol Goetsch +27 78 573 5046 errol@xe4.org www.xe4.org20 Feb 2012 © E Goetsch CSI 2011 18

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