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CENTRE FOR 
DISABILITY 
RESEARCH AND 
POLICY 
Monitoring Manual and Menu (MM&M) 
for CBR and other community-based disability 
inclusive development programs 
MM&M 
Ros Madden 
WHO-FIC October 2014 
Poster C535 
Title page using same image and text 
as document cover page
Rationale 
• CBR is a valued community development approach but there is a lack of 
evidence of its efficacy (World Report on Disability 2011, Global Disability 
Action Plan 2014). 
• To build evidence about CBR, consistent with the philosophy of CBR, 
monitoring should be the starting point: locally controlled and empowering 
stakeholders with information. 
Aim 
The development of a monitoring toolkit to assist CBR program managers 
and stakeholders to record locally meaningful information and data, 
based where possible on international standards.
Method 
1. Literature review and analysis (36 M&E articles and reports) 
Confirmed need for more rigorous and compatible monitoring and 
evaluation practices to be developed. 
Identified 2,495 information items used or sought in literature on 
monitoring and evaluation of CBR, and coded 788 items (32%) to 
ICF domains and categories. 
Demonstrated ICF is a relevant and potentially useful classification 
for CBR monitoring. 
Madden RH, Dune T, Lukersmith S, Hartley S, Kuipers P, Gargett A, Llewellyn G. The relevance of the International 
Classification of Functioning, Disability and Health (ICF) in monitoring and evaluating Community-based Rehabilitation 
(CBR). Disabil Rehabil 2013 Early Online: 1–12. 
Lukersmith S, Hartley S, Kuipers P, Madden RH, Llewellyn G, Dune T. Community-based rehabilitation (CBR) monitoring 
and evaluation methods and tools: a literature review. Disabil Rehabil 2013 Early Online: 1–13.
4 
Most common ICF components 
8% 
1% 
49% 
42% 
Body Functions 
Body Structures 
Activities & 
Participation 
Environmental Factors
5 
Activities & Participation 
4% 1% 
11% 
9% 
10% 
7% 
10% 
24% 
24% 
Learning & applying knowledge 
General tasks & demands 
Communication 
Mobility 
Self-care 
Domestic life 
Interpersonal interactions and relationships 
Major life areas 
Community, social & civic life 
Most common 
ICF domains
6 
Environmental Factors 
10% 
4% 
20% 
23% 
43% 
Products & technology 
Natural environment and human 
made changes to environment 
Support & relationships 
Attitudes 
Services, systems & policies 
Most common 
ICF domains
Method 
2. Workshops with CBR stakeholders 
2011: Workshops with CBR stakeholders from Vietnam, Lao PDR and the Philippines. 
Participants’ information needs, then first draft of organised lists of information items. 
2013: CBR stakeholders from PNG, Timor Leste, Solomon Islands and Fiji in 2013, 
Similar process, resulting in first draft Manual and Menu. 
3. Synthesis, consultation and review 
Synthesised information items from previous stages via thematic analysis. 
Mapped to relevant frameworks (e.g. CBR Matrix) and data standards (including ICF). 
Refined the logic, structure and wording of the Menu (including via an online survey). 
Collaborators provided case studies to highlight the purpose and value of information 
that can be gleaned from monitoring, for inclusion in the Manual. 
Further consultation with collaborators to refine the Manual and Menu. 
Advisory Group from June 2013. 
External reviewers on several iterations of the draft Manual and Menu.
Photos
2013
The results
Steps explained in the Manual 
Before you begin 
1 Prepare for collaboration 
2 Design information 
Exercise 1: Why is information needed? How will it be 
used? 
Exercise 2: What items of information are needed? 
Exercise 3: How will we collect and record the information? 
Exercise 4: When and where will information be collected, 
who will collect it, and how will it be stored? 
Exercise 5: Who will use the information and how? 
3 Develop the monitoring plan 
4 Undertake monitoring activities 
5 Analyse and use information 
6 Review monitoring activities & the monitoring plan
Menu of information items: Headings 
P1 Person—Personal profile & history 
P2 Person—Functioning and disability 
P2.1 Body functions 
P2.2 Activities and Participation 
P3 Person – Environmental factors 
P4 Person – Outcomes 
O1 Organisation – Purpose, structure, strategy 
O2 Organisation – Resources 
O3 Organisation – Environment 
O4 Organisation – Outcomes 
A1 Activities – What is done 
A2 Activities – Outcomes 
W1 Workforce – Personal profile of staff 
W2 Workforce – Knowledge and skills 
W3 Workforce – Responsibilities and tasks 
W4 Workforce – Training undertaken 
W5 Workforce – Quality of performance
Outcomes of the project (so far) 
• Freely available guidance for CBR and other disability inclusive 
development programs to plan locally controlled monitoring activities which 
empower stakeholders with information 
• Deeper understanding of the diverse information needs and priorities of 
CBR stakeholders from Asia and the Pacific region, and of data standards 
that are relevant and useful for CBR monitoring 
• A strong and vibrant network of CBR stakeholders in the Asia Pacific 
region, underpinned by shared commitment to CRPD, CBR guidelines and 
matrix, and the ICF. 
• A desire among collaborators and CBR network to test and improve the 
Manual and Menu…
Thank you 
from the collaborators 
University of Sydney team 
Centre for Disability Research and Policy 
Ros Madden 
Sue Lukersmith 
Sally Hartley 
Michael Millington 
Charlotte Scarf 
Nicola Fortune 
Alexandra Gargett 
Gwynnyth Llewellyn 
sydney.edu.au/health-sciences/cdrp/cbr-monitoring 
ros.madden@sydney.edu.au 
Grateful acknowledgment of resources from: 
Australian Aid, CBM International, 
The University of Sydney 
Sainimili Tawake 
Mariaia Matakibau 
Bounlanh Phayboun 
Sengthong Soukhathammavong 
Khamko Chomlath 
Bounpheng Phetsouvanh 
Ben Theodore 
Peter Sindu 
Susan Goikavi 
Goretti Pala 
Casper Fa'asala 
Elsie Ningalo Taloafiri 
Penafrancia Ching 
Joaquim Soares 
Francisco de Deus Soares 
Phuong Anh Tran Thi 
Phuong Tran Thi 
Nhan Ha Chan 
Cam Tu Huynh Thi

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CBR Monitoring Manual and Menu Guide Disability Programs

  • 1. CENTRE FOR DISABILITY RESEARCH AND POLICY Monitoring Manual and Menu (MM&M) for CBR and other community-based disability inclusive development programs MM&M Ros Madden WHO-FIC October 2014 Poster C535 Title page using same image and text as document cover page
  • 2. Rationale • CBR is a valued community development approach but there is a lack of evidence of its efficacy (World Report on Disability 2011, Global Disability Action Plan 2014). • To build evidence about CBR, consistent with the philosophy of CBR, monitoring should be the starting point: locally controlled and empowering stakeholders with information. Aim The development of a monitoring toolkit to assist CBR program managers and stakeholders to record locally meaningful information and data, based where possible on international standards.
  • 3. Method 1. Literature review and analysis (36 M&E articles and reports) Confirmed need for more rigorous and compatible monitoring and evaluation practices to be developed. Identified 2,495 information items used or sought in literature on monitoring and evaluation of CBR, and coded 788 items (32%) to ICF domains and categories. Demonstrated ICF is a relevant and potentially useful classification for CBR monitoring. Madden RH, Dune T, Lukersmith S, Hartley S, Kuipers P, Gargett A, Llewellyn G. The relevance of the International Classification of Functioning, Disability and Health (ICF) in monitoring and evaluating Community-based Rehabilitation (CBR). Disabil Rehabil 2013 Early Online: 1–12. Lukersmith S, Hartley S, Kuipers P, Madden RH, Llewellyn G, Dune T. Community-based rehabilitation (CBR) monitoring and evaluation methods and tools: a literature review. Disabil Rehabil 2013 Early Online: 1–13.
  • 4. 4 Most common ICF components 8% 1% 49% 42% Body Functions Body Structures Activities & Participation Environmental Factors
  • 5. 5 Activities & Participation 4% 1% 11% 9% 10% 7% 10% 24% 24% Learning & applying knowledge General tasks & demands Communication Mobility Self-care Domestic life Interpersonal interactions and relationships Major life areas Community, social & civic life Most common ICF domains
  • 6. 6 Environmental Factors 10% 4% 20% 23% 43% Products & technology Natural environment and human made changes to environment Support & relationships Attitudes Services, systems & policies Most common ICF domains
  • 7. Method 2. Workshops with CBR stakeholders 2011: Workshops with CBR stakeholders from Vietnam, Lao PDR and the Philippines. Participants’ information needs, then first draft of organised lists of information items. 2013: CBR stakeholders from PNG, Timor Leste, Solomon Islands and Fiji in 2013, Similar process, resulting in first draft Manual and Menu. 3. Synthesis, consultation and review Synthesised information items from previous stages via thematic analysis. Mapped to relevant frameworks (e.g. CBR Matrix) and data standards (including ICF). Refined the logic, structure and wording of the Menu (including via an online survey). Collaborators provided case studies to highlight the purpose and value of information that can be gleaned from monitoring, for inclusion in the Manual. Further consultation with collaborators to refine the Manual and Menu. Advisory Group from June 2013. External reviewers on several iterations of the draft Manual and Menu.
  • 8.
  • 10. 2013
  • 12. Steps explained in the Manual Before you begin 1 Prepare for collaboration 2 Design information Exercise 1: Why is information needed? How will it be used? Exercise 2: What items of information are needed? Exercise 3: How will we collect and record the information? Exercise 4: When and where will information be collected, who will collect it, and how will it be stored? Exercise 5: Who will use the information and how? 3 Develop the monitoring plan 4 Undertake monitoring activities 5 Analyse and use information 6 Review monitoring activities & the monitoring plan
  • 13. Menu of information items: Headings P1 Person—Personal profile & history P2 Person—Functioning and disability P2.1 Body functions P2.2 Activities and Participation P3 Person – Environmental factors P4 Person – Outcomes O1 Organisation – Purpose, structure, strategy O2 Organisation – Resources O3 Organisation – Environment O4 Organisation – Outcomes A1 Activities – What is done A2 Activities – Outcomes W1 Workforce – Personal profile of staff W2 Workforce – Knowledge and skills W3 Workforce – Responsibilities and tasks W4 Workforce – Training undertaken W5 Workforce – Quality of performance
  • 14. Outcomes of the project (so far) • Freely available guidance for CBR and other disability inclusive development programs to plan locally controlled monitoring activities which empower stakeholders with information • Deeper understanding of the diverse information needs and priorities of CBR stakeholders from Asia and the Pacific region, and of data standards that are relevant and useful for CBR monitoring • A strong and vibrant network of CBR stakeholders in the Asia Pacific region, underpinned by shared commitment to CRPD, CBR guidelines and matrix, and the ICF. • A desire among collaborators and CBR network to test and improve the Manual and Menu…
  • 15. Thank you from the collaborators University of Sydney team Centre for Disability Research and Policy Ros Madden Sue Lukersmith Sally Hartley Michael Millington Charlotte Scarf Nicola Fortune Alexandra Gargett Gwynnyth Llewellyn sydney.edu.au/health-sciences/cdrp/cbr-monitoring ros.madden@sydney.edu.au Grateful acknowledgment of resources from: Australian Aid, CBM International, The University of Sydney Sainimili Tawake Mariaia Matakibau Bounlanh Phayboun Sengthong Soukhathammavong Khamko Chomlath Bounpheng Phetsouvanh Ben Theodore Peter Sindu Susan Goikavi Goretti Pala Casper Fa'asala Elsie Ningalo Taloafiri Penafrancia Ching Joaquim Soares Francisco de Deus Soares Phuong Anh Tran Thi Phuong Tran Thi Nhan Ha Chan Cam Tu Huynh Thi

Editor's Notes

  1. The Manual, with its step-by-step process for work-shopping information needs, designing monitoring activities and developing a monitoring plan to meet local information needs and priorities, using items from the Menu. The Menu, containing evidence-based information items, based on recognised standards and knowledge and experience of collaborators, for use in monitoring CBR and other disability inclusive development programs.