Project Cycle Management (PCM) & Logical Framework Analysis (LFA)

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Slides on background, concepts, instruments and procedures of managing the phases of the project cycle through proper identification, formulation, implementation, monitoring and evaluation.

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Project Cycle Management (PCM) & Logical Framework Analysis (LFA)

  1. 1. Programme Cycle Management
  2. 2. <ul><li>PREVIOUS: </li></ul><ul><li>USAID, US </li></ul><ul><li>GTZ, Germany </li></ul><ul><li>ODA, UK </li></ul><ul><li>NORAD, Norway </li></ul><ul><li>DANIDA, Denmark </li></ul><ul><li>Interco-operation, Swiss </li></ul><ul><li>ABOS, Belgium </li></ul><ul><li>UNDP </li></ul><ul><li>FAO </li></ul><ul><li>DG VIII (ACP) </li></ul><ul><li>DG XIII (Tech. Transfer) </li></ul><ul><li>DG I (ALA / MED) </li></ul><ul><li>RECENT INTRODUCTIONS PCM: </li></ul><ul><li>DGCS - Min. of Foreign Affairs, Italy </li></ul><ul><li>ICEX - Min of Industry, Spain </li></ul><ul><li>Sida, Sweden </li></ul><ul><li>UNIDO, Vienna </li></ul><ul><li>FINNIDA - Min. of Foreign Affairs, Finland </li></ul><ul><li>HELLASCO, Greece </li></ul><ul><li>DG I (TACIS) </li></ul><ul><li>DG XIX and others </li></ul><ul><li>WWF </li></ul><ul><li>Int.. Federation of Red Cross </li></ul>“ HISTORY ” OF PCM
  3. 3. AID triangle
  4. 4. Why IMPROVE the management of the project cycle? <ul><li>REDUCE CONFUSION </li></ul><ul><li>Have a real dialogue </li></ul><ul><li>Standardise concepts </li></ul><ul><li>Simplify procedures </li></ul><ul><li>Introduce common methods </li></ul><ul><li>Standardise formats </li></ul><ul><li>Set standards and quality criteria </li></ul><ul><li>BE MORE EFFECTIVE </li></ul><ul><li>Involve and commit stakeholders </li></ul><ul><li>Align expectations </li></ul><ul><li>Improve transparency </li></ul><ul><li>Unveil decision taking </li></ul><ul><li>Save time in process </li></ul><ul><li>Reach objectives !! </li></ul>
  5. 7. INDICATIVE PROGRAMMING IDENTIFICATION FORMULATION (APPRAISAL) FINANCING IMPLEMENTATION EVALUATION Pre-feasibility study (relevance) Strategy document / Indicative Programme Verification of idea & ToR (problem analysis ) Workshop ?
  6. 8. INDICATIVE PROGRAMMING IDENTIFICATION FORMULATION (APPRAISAL ) FINANCING IMPLEMENTATION EVALUATION Pre-feasibility study (relevance) (draft) financing proposal Assessment & ToR Workshop ?
  7. 9. INDICATIVE PROGRAMMING IDENTIFICATION FORMULATION (APPRAISAL) FINANCING IMPLEMENTATION EVALUATION (draft) financing proposal Financing agreement / contract Assessment & Instruction Financing proposal
  8. 10. INDICATIVE PROGRAMMING IDENTIFICATION FORMULATION (APPRAISAL) FINANCING IMPLEMENTATION EVALUATION Financing agreement / contract End of project report Assessment & Instruction Assessment & Instruction Monitoring reports Workshops  ? Financing proposal
  9. 11. INDICATIVE PROGRAMMING IDENTIFICATION FORMULATION (APPRAISAL) FINANCING IMPLEMENTATION EVALUATION End of project report Evaluation report / LESSONS Assessment & Instruction Pre-feasibility study (relevance) Financing agreement / contract Strategy document / Indicative Programme Assessment & ToR Verification idea & ToR (problem analysis) Assessment & Instruction Assessme nt & Instruction Monitoring reports Workshop ? Financing proposal
  10. 12. INDICATIVE PROGRAMMING IDENTIFICATION FORMULATION (APPRAISAL) FINANCING IMPLEMENTATION EVALUATION Evaluation report / LESSONS Assessme nt & Instruction Strategy document / Indicative Programme Workshop ?
  11. 13. Programme Cycle Management = Portfolio management
  12. 14. PURPOSE OF APPLYING PCM PLAN (LogFrame) IMPROVED SITUATION  “ Brilliant idea”
  13. 15. PURPOSE OF APPLYING PCM “ POOR” PRESENT SITUATION PLAN (LogFrame) IMPROVED SITUATION ANALYSIS needs? problems! Bias 
  14. 16. PURPOSE OF APPLYING PCM “ POOR” PRESENT SITUATION PLAN (LogFrame) IMPROVED SITUATION ANALYSIS problems! functional relationships SUPPLIERS   RECIPIENTS
  15. 17. Justifying the activity <ul><li>Reasoning from the activities upwards </li></ul>
  16. 18. Subsidy Enhanced production Raised income Competition more efficient Shortage of skilled workers ? Workers trained
  17. 19. Objective Oriented Planning “ FORKING”
  18. 20. MODEL STRUCTURE OBJECTIVE TREE
  19. 21. FROM OBJECTIVE TREE TO PLANNING
  20. 22. Project intervention + Assumptions
  21. 23. Logical Framework Matrix Overall Objectives Project Purpose Results Activities O.V.I.’s O.V.I.’s S.o.V.’s S.o.V.’s Assumptions Assumptions Assumptions Pre-conditions Means Costs
  22. 24. Planning starts at the Project Purpose: Expresses improvements experienced by beneficiaries <ul><li>Why the beneficiaries need the project </li></ul><ul><li>the utilisation of the services (results) provided by the project </li></ul>
  23. 25. Results: Expresses objectives received by the beneficiaries <ul><li>What ‘services’ will be received by the beneficiaries </li></ul><ul><li>not only delivered by the intervention / project (Outputs) </li></ul>
  24. 26. Designing sustainable projects benefits time
  25. 27. Factors affecting sustainability <ul><li>1. Policy support </li></ul><ul><li>2. Appropriate technology </li></ul><ul><li>3. Environmental protection </li></ul><ul><li>4. Socio-cultural aspects; women in development </li></ul><ul><li>5. Institutional and management capacity </li></ul><ul><li>6. Economic and financial viability </li></ul>
  26. 29. BASIC STANDARD FORMAT <ul><li>1. Summary </li></ul><ul><li>2. Background </li></ul><ul><li>3. Intervention </li></ul><ul><li>4. Assumptions </li></ul><ul><li>5. Implementation </li></ul><ul><li>6. Factors ensuring sustainability </li></ul><ul><li>7. Monitoring and evaluation </li></ul><ul><li>8. Conclusions and proposals </li></ul>
  27. 31. SIX ESSENTIAL MESSAGES OF PCM <ul><li>Adhere to phases in the cycle </li></ul><ul><li>Increase the involvement of beneficiaries </li></ul><ul><li>Prepare consistent project design </li></ul><ul><li>Consider sustainability issues in planning </li></ul><ul><li>Aim at transparency in documentation </li></ul><ul><li>Create a framework for learning </li></ul>
  28. 32. Quality Criteria for Planning and Evaluation <ul><li>Procedures and transparency </li></ul><ul><li>Relevance and Utility </li></ul><ul><li>Feasibility and Effectiveness </li></ul><ul><li>Sustainability </li></ul><ul><li>(Cost-effectiveness?) </li></ul>
  29. 33. Contribution of PCM towards aid effectiveness
  30. 34. May I wish you all the success with the application of these PCM concepts and tools ! Hopefully these will contribute to you becoming even a better professional !

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