1.1 The Need for Monitoring and Evaluation
There are many reasons for carrying out project M&E.
• Project managers and oth...
1.2 Project Monitoring
Monitoring represents an on-going
activity to track project progress against
planned tasks. It aims...
Project Monitoring
1) Providing project management, staff and other
stakeholders with information on whether
progress is b...
Project Monitoring
4) Enabling managers and staff to identify and
reinforce initial positive project results, strengths
an...
Project Monitoring
Monitoring actions must be undertaken throughout
the lifetime of the project. Ad hoc evaluation
researc...
Suggested Monitoring Table

Microsoft Office
Word 97 - 2003 Document
Activity‫: النشاط‬
Actions taken or work performed through which
inputs, such as funds, technical assistance and
other typ...
Inputs‫: المدخل ت‬
The financial, human, and material resources
used for the development intervention.
‫موارد مالية وبشرية...
‫• مؤشرات كمية ‪) Quantitative‬تكرار أمر ما – عدد‬
‫المشاركين – تنسبة النمو - ....(‬
‫• مؤشرت تنوعية ‪) Qualitative‬مدى ال...
‫: كمية – كيفية أو نوعية – مدة زمنية‬QQT ‫• مصطلح‬
The Term QQT is often used to ensure that
indicators are specific .QQT ...
Indicators & Evidence
‫البدء بمؤشر بسيط ثم إضافة محدد كمي فكيفي فزمني‬

Example 1:
Step 1:
BASIC INDICATOR Health strategi...
‫•‬
‫•‬
‫•‬
‫•‬

‫المؤشرات على مستوى الدهداف العامة )قد تكون خارج مدة‬
‫المشروع(‬
‫المؤشرات على مستوى الهدف صعبة التحديد‬
...
‫‪Indicators & Evidence‬‬

‫• البرادهين: تسمى طرق التحقق أيضا )‪Means of‬‬
‫ ً‬
‫‪(Verification‬‬
‫• تحدد مصدر المعلومات و...
Developing

"Good"

Indicators

In deciding what indicators you want to put in, ask
yourself these questions:
•How will I ...
"Outputs" And "Outcomes“
Most of the indicators you'll include will be either
"outputs" or "outcomes". An output is a numb...
An outcome, on the other hand, is typically a change in
someone's attitude, knowledge or behavior. Examples include:
•Incr...
1.3 Project Evaluation
Program/project
evaluation
represents
a
systematic and objective assessment of ongoing
or completed...
1.3 Project Evaluation
Periodic evaluations of ongoing projects are
conducted to review implementation progress,
predict p...
Project Evaluation
There are many reasons for conducting an evaluation,
including:
1) Providing managers with information ...
Project Evaluation
3) Mid-term evaluations may serve as a means of validating
the results of initial assessments obtained ...
Project Evaluation
6)

Generating detailed information about project
implementation process and results. Such information
...
1.4 Relationship between Monitoring and
Evaluation
Monitoring and evaluation are two different
management tools that are c...
1.4 Relationship between Monitoring and
Evaluation
Project
Description

Goal: The broader
development impact to
which the project/
program contributes at a
national and/or s...
Outputs: The direct
measurable results
(goods and services)
of the project which
are largely under
project management's
co...
‫الاطار المنطقي: ‪Log Frame‬‬
Link Between the Logical Frame and
Monitoring and Evaluation
• Output indicators show the immediate physical and
financial outputs of the project.
• Early indications of impact (outco...
‫)دورة المشروع‬

‫)تسميات أخرى‬
Steps in Evaluation
• Phase A: Planning the Evaluation
• Phase B: Selecting Appropriate Evaluation Methods
• Phase C: Coll...
Phase A: Planning the Evaluation
• Determine the purpose of the evaluation.
• Decide on type of evaluation.
• Review exist...
Phase B: Selecting Appropriate
Evaluation Methods
• Identify evaluation goals and objectives
• Formulate evaluation questi...
Phase C: Collecting and Analyzing
Information
•
•
•
•
•

Develop data collection instruments.
Pre-test data collection ins...
Phase D:
Reporting/disseminating Findings
• Write the evaluation report.
• Decide on the method of sharing the evaluation
...
Phase E: Implementing Evaluation
Recommendations
• Develop a new/revised implementation
plan in partnership with stakehold...
Some Evaluation Methods
•
•
•
•

Theory-based evaluation
Formal surveys
Rapid appraisal methods
Cost-benefit and cost-effe...
Monitoring and evaluation1
Monitoring and evaluation1
Monitoring and evaluation1
Monitoring and evaluation1
Monitoring and evaluation1
Monitoring and evaluation1
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Monitoring and evaluation.
A presentation in Arabic/English prepared the Palestinian Center for Peace and Democracy (PCPD)
اعداد المركز الفلسطيني للسلام والديمقراطية
فلسطين , ديمقراطية , ديموقراطية , monitoring , elections, evaluation , politics

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Monitoring and evaluation1

  1. 1. 1.1 The Need for Monitoring and Evaluation There are many reasons for carrying out project M&E. • Project managers and other stakeholders (including donors) need to know the extent to which their projects are meeting their objectives and leading to their desired effects. • M&E build greater transparency and accountability in terms of use of project resources. • Information generated through M&E provide project staff with a clearer basis for decision-making. • Future project planning and development is improved when guided by lessons learned from project experience.
  2. 2. 1.2 Project Monitoring Monitoring represents an on-going activity to track project progress against planned tasks. It aims at providing regular oversight of the implementation of an activity in terms of input delivery, work schedules, targeted outputs, etc. Through such routine data gathering, analysis and reporting, program/project monitoring aims at:
  3. 3. Project Monitoring 1) Providing project management, staff and other stakeholders with information on whether progress is being made towards achieving project objectives. In this regard, monitoring represents a continuous assessment of project implementation in relation to project plans, resources, infrastructure, and use of services by project beneficiaries. 2) Providing regular feedback to enhance the ongoing learning experience and to improve the planning process and effectiveness of interventions. 3) Increasing project accountability with donors and other stakeholders.
  4. 4. Project Monitoring 4) Enabling managers and staff to identify and reinforce initial positive project results, strengths and successes. As well, monitoring alerts managers to actual and potential project weaknesses, problems and shortcomings before it is too late. This would provide managers with the opportunity to make timely adjustments and corrective actions to improve the program/project design, work plan and implementation strategies. 5) Checking on conditions or situations of a target group, and changes brought about by project activities. In this regard, monitoring assists project management to check whether the project continues to be relevant to the target group and/or geographical area, and whether project assumptions are still valid.
  5. 5. Project Monitoring Monitoring actions must be undertaken throughout the lifetime of the project. Ad hoc evaluation research might be needed when unexpected problems arise for which planned monitoring activities cannot generate sufficient information, or when socio economic or environmental conditions change drastically in the target area. Effective monitoring needs adequate planning, baseline data, indicators of performance, and results and practical implementation mechanisms that include actions such as field visits, stakeholder meetings, documentation of project activities, regular reporting, etc. Project monitoring is normally carried out by project management, staff and other stakeholders.
  6. 6. Suggested Monitoring Table Microsoft Office Word 97 - 2003 Document
  7. 7. Activity‫: النشاط‬ Actions taken or work performed through which inputs, such as funds, technical assistance and other types of resources are mobilized to produce specific outputs. ‫إجراءات تتخذ،أو أعما ل تنجز لتنتاج مخرجات محددة، وذلك من خل ل‬ .‫تعبئة مدخلت كالموا ل والمساعدة الفنية وغيرها من الموارد‬
  8. 8. Inputs‫: المدخل ت‬ The financial, human, and material resources used for the development intervention. ‫موارد مالية وبشرية ومادية تسخر للتدخل التنمائي‬
  9. 9. ‫• مؤشرات كمية ‪) Quantitative‬تكرار أمر ما – عدد‬ ‫المشاركين – تنسبة النمو - ....(‬ ‫• مؤشرت تنوعية ‪) Qualitative‬مدى الرضا – القدرة عل‬ ‫اتخاذ القرار – تغيير الداء - ...(‬ ‫• يجب أن تكون: مناسبة – كافية – محددة – قابلة للقياس –‬ ‫غير مكلفة – متوفرة‬
  10. 10. ‫: كمية – كيفية أو نوعية – مدة زمنية‬QQT ‫• مصطلح‬ The Term QQT is often used to ensure that indicators are specific .QQT stands for:  QUANTITY: The extent of the change – by how much , how many.  QUALITY: the kind of change  TIME: by when the change should take place
  11. 11. Indicators & Evidence ‫البدء بمؤشر بسيط ثم إضافة محدد كمي فكيفي فزمني‬ Example 1: Step 1: BASIC INDICATOR Health strategic plans developed Step 2: ADD QUANTITY 75% of Health Committees have documented strategic plans Step 3: ADD QUALITY 75 % of Health Committees have documented strategic plans approved by primary stakeholders, including community representatives Step 4: ADD TIME 75 % of Health Committees have documented strategic plans approved by primary stakeholders, including community representatives, by the end of year 2 •
  12. 12. ‫•‬ ‫•‬ ‫•‬ ‫•‬ ‫المؤشرات على مستوى الدهداف العامة )قد تكون خارج مدة‬ ‫المشروع(‬ ‫المؤشرات على مستوى الهدف صعبة التحديد‬ ‫المؤشرات على مستوى المخرجات والنتائج أسهل تحديدا –‬ ‫ ً‬ ‫تستخدم في دفاتر الشروط‬ ‫المؤشرات على مستوى النشاطات تتضمن عادة المدخلت أو‬ ‫الموازنة وأحيانا مؤشرات التقدم للنتائج والمخرجات المعقدة‬ ‫ ً‬
  13. 13. ‫‪Indicators & Evidence‬‬ ‫• البرادهين: تسمى طرق التحقق أيضا )‪Means of‬‬ ‫ ً‬ ‫‪(Verification‬‬ ‫• تحدد مصدر المعلومات ونوعها ومن سيقوم بجمعها‬ ‫وتوثيقها ومدى تكرار الجمع وزمانه‬ ‫• يحب أن تكون متوفرة – غير مكلفة – وتتحقق ضمن‬ ‫الزمن المطلوب‬
  14. 14. Developing "Good" Indicators In deciding what indicators you want to put in, ask yourself these questions: •How will I know if the program worked? •How will I know if the program has been successful? Imagine the project is funded and it has been completed. You are very happy because it was successful and had an improved the quality of life of people who are paralyzed? Specifically, what does this mean? What will have changed? What does "success" mean for the project?
  15. 15. "Outputs" And "Outcomes“ Most of the indicators you'll include will be either "outputs" or "outcomes". An output is a number. Examples include: •An increase in the number of people served •An increase in the amount of time each client is served •A decrease in a waiting list •An increase in the geographical area served
  16. 16. An outcome, on the other hand, is typically a change in someone's attitude, knowledge or behavior. Examples include: •Increases in someone's knowledge about a topic •Higher levels of satisfaction, happiness or quality of life •Changes in behavior •Changes in attitude
  17. 17. 1.3 Project Evaluation Program/project evaluation represents a systematic and objective assessment of ongoing or completed projects or programs in terms of their design, implementation and results. In addition, evaluations usually deal with strategic issues such as program/project relevance, effectiveness, efficiency (expected and unexpected), in the light of specified objectives, as well as program/project impact and sustainability.
  18. 18. 1.3 Project Evaluation Periodic evaluations of ongoing projects are conducted to review implementation progress, predict project's likely effects and highlight necessary adjustments in project design. Terminal evaluations (or final evaluations) are evaluations carried out at the end of a project to provide an overall assessment of project performance and effects/impact, as well as to assess the extent to which the project has succeeded in meeting their objectives and their potential sustainability.
  19. 19. Project Evaluation There are many reasons for conducting an evaluation, including: 1) Providing managers with information regarding project performance. Project plans might change during the implementation process. Evaluations can verify if the program is really running as originally planned. In addition, they provide signs of project strengths and weaknesses, and therefore, enable managers to improve future planning, delivery of services and decisionmaking. 2) Assisting project managers, staff and other stakeholders to determine in a systematic and objective manner the relevance, effectiveness, and efficiency of activities (expected and unexpected) in light of specified objectives.
  20. 20. Project Evaluation 3) Mid-term evaluations may serve as a means of validating the results of initial assessments obtained from project monitoring activities. 4) If conducted after the termination of a program/project, an evaluation determines the extent to which the interventions are successful in terms of their impact and sustainability of results. 5) Assisting managers to carry out a thorough review and re-thinking about their projects in terms of their goals and objectives, and means to achieve them.
  21. 21. Project Evaluation 6) Generating detailed information about project implementation process and results. Such information can be used for public relations, fundraising, promotion of services in the community, as well as identifying possibilities for project replication. 7) Improving the learning process. Evaluations often document and explain the causes as to why activities succeeded or failed. Such documentation can help in making future activities more relevant and effective.
  22. 22. 1.4 Relationship between Monitoring and Evaluation Monitoring and evaluation are two different management tools that are closely related, interactive and mutually supportive. Through routine tracking of project progress, monitoring can provide quantitative and qualitative data useful for designing and implementing project evaluation exercises. On the other hand, evaluations support project monitoring. Through the results of periodic evaluations, monitoring tools and strategies can be refined and further developed.
  23. 23. 1.4 Relationship between Monitoring and Evaluation
  24. 24. Project Description Goal: The broader development impact to which the project/ program contributes at a national and/or sectoral level. Purpose: The development outcome expected at the end of the project. All components will contribute to this. Component Objectives: The expected outcome of producing each component's outputs Indicators Means of Verification Assumptions Measures of the extent to which a contribution to the goal has been made. Used during evaluation. Sources of information and methods used to collect and report it. Conditions at the end of the project indicating that the Purpose has been achieved. Used for project completion and evaluation. Sources of information and methods used to collect and report it. Assumptions concerning the purpose/ goal linkage. Measures of the extent to which component objectives have been achieved. Used during review and Evaluation. Sources of information and methods used to collect and report it. Assumptions concerning the component objective/ purpose linkage.
  25. 25. Outputs: The direct measurable results (goods and services) of the project which are largely under project management's control. Activities: The tasks carried out to implement the project and deliver the identified outputs. Measures of the quantity and quality of outputs and the timing of their delivery. Used during monitoring and review. Implementation/work program targets. Used during monitoring. Sources of information and methods used to collect and report it. Assumptions concerning the output/ component objective linkage. Sources of information and methods used to collect and report it. Assumptions concerning the activity/ output linkage.
  26. 26. ‫الاطار المنطقي: ‪Log Frame‬‬
  27. 27. Link Between the Logical Frame and Monitoring and Evaluation
  28. 28. • Output indicators show the immediate physical and financial outputs of the project. • Early indications of impact (outcomes) may be obtained by surveying beneficiaries’ perceptions about project services • Impact refers to long-term developmental change. Measures of change often involve complex statistics about economic or social welfare and depend on data that are gathered from beneficiaries, such as mortality rates or improvement, of the household income
  29. 29. ‫)دورة المشروع‬ ‫)تسميات أخرى‬
  30. 30. Steps in Evaluation • Phase A: Planning the Evaluation • Phase B: Selecting Appropriate Evaluation Methods • Phase C: Collecting and Analyzing Information • Phase D: Reporting/disseminating Findings • Phase E: Implementing Evaluation Recommendations
  31. 31. Phase A: Planning the Evaluation • Determine the purpose of the evaluation. • Decide on type of evaluation. • Review existing information of programme documents including monitoring information. • Describe the programme. • Develop/refine conceptual framework. • Assess your own strengths and limitations. • Put together an evaluation team including stakeholders.
  32. 32. Phase B: Selecting Appropriate Evaluation Methods • Identify evaluation goals and objectives • Formulate evaluation questions and subquestions • Decide on the appropriate evaluation design. • Develop an evaluation schedule • Develop a budget for the evaluation.
  33. 33. Phase C: Collecting and Analyzing Information • • • • • Develop data collection instruments. Pre-test data collection instruments. Undertake data collection activities. Analyze data. Interpret the data.
  34. 34. Phase D: Reporting/disseminating Findings • Write the evaluation report. • Decide on the method of sharing the evaluation results. • Decide on communication strategies. • Share the draft report with stakeholders and revise as needed. • Disseminate evaluation report. • Meet with project stakeholders to discuss and follow-up on findings once they have accepted the findings.
  35. 35. Phase E: Implementing Evaluation Recommendations • Develop a new/revised implementation plan in partnership with stakeholders. • Monitor the implementation of evaluation recommendations and report regularly on the implementation progress. • Plan the next evaluation.
  36. 36. Some Evaluation Methods • • • • Theory-based evaluation Formal surveys Rapid appraisal methods Cost-benefit and cost-effectiveness analysis • Participatory methods • Public expenditure tracking surveys • Impact evaluation

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