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Monitoring & evaluation - Yousuf Kasujee

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جمعية زهرة الأمل لكفالة ورعاية الأيتام, يوم دراسي حول "دور العمل الخيري في تنمية الإنسان", تونس, 15 مارس 2014

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Monitoring & evaluation - Yousuf Kasujee

  1. 1. Islamic Relief Worldwide Monitoring & Evaluation in Development Yousuf Kasujee © Islamic Relief Worldwide 15th March 2014 Tunis Yousuf Kasujee Islamic Relief Worldwide Monitoring & Evaluation in Development
  2. 2. Islamic Relief Worldwide Monitoring & Evaluation in Development Yousuf Kasujee © Islamic Relief Worldwide We want to move him from here… … to here … …with available resources… …how do we find the most appropriate solution… …and how do we know we have met our goals/outcomes/ outputs? M&E Monitoring & Evaluation in a Nutshel
  3. 3. Islamic Relief Worldwide Monitoring & Evaluation in Development Yousuf Kasujee © Islamic Relief Worldwide What is Monitoring? Monitoring is the collection and analysis of information in order to: 1) Examine progress 2) Track compliance to establish standards 3) Make informed decisions for project management
  4. 4. Islamic Relief Worldwide Monitoring & Evaluation in Development Yousuf Kasujee © Islamic Relief Worldwide Monitoring addresses the following questions: 1. To what extent are planned activities actually realized? Are we making progress toward achieving our objectives? 2. What services are provided, to whom, when, how often, for how long, and in what context? 3. How well are the services provided? 4. What is the quality of the services provided? 5. Is project/programme undertaken consistently with each design or implementation plan? 6. Is project/programme directed toward the specified target group?
  5. 5. Islamic Relief Worldwide Monitoring & Evaluation in Development Yousuf Kasujee © Islamic Relief Worldwide Why Monitoring? Monitoring helps the organisation by: • Providing constant feedback • Identifying potential problems • Showing need for mid-course corrections • Monitor the accessibility of the project • Provide guidelines for future projects • Improve project design • Incorporate views of stakeholders
  6. 6. Islamic Relief Worldwide Monitoring & Evaluation in Development Yousuf Kasujee © Islamic Relief Worldwide24 March 2014 1. Process (activity) monitoring - use of inputs and resources - the progress of activities - the delivery of outputs. Example: A water and sanitation project may monitor that targeted households receive septic systems according to schedule 2. Results monitoring - Determine if the project/ programme is on target towards its intended results (outputs, outcomes, impact) - Determine if there may be any unintended impact (positive or negative). Example: A psychosocial project may monitor that its community activities achieve the outputs that contribute to community resilience and ability to recover from a disaster 3. Compliance monitoring Ensures compliance with - Donor regulations and expected results - Grant and contract requirements - Local governmental regulations and laws - Ethical standards Example: A shelter project may monitor that shelters adhere to agreed national and international safety standards in construction Types of Monitoring
  7. 7. Islamic Relief Worldwide Monitoring & Evaluation in Development Yousuf Kasujee © Islamic Relief Worldwide24 March 2014 3. Context (situation) monitoring - Tracks the setting in which the project/ programme operates. - It also tracks unexpected considerations that may arise. It includes the field as well as the larger political, institutional, funding, and policy context that affect the project/programme. Example: A project in a conflict- prone area may monitor potential fighting that could not only affect project success but endanger project staff and volunteers 4. Beneficiary monitoring - Tracks beneficiary perceptions of a project/programme through complaint and feedback mechanism. - It includes beneficiary satisfaction or complaints with the project/programme, including their participation, treatment, access to resources and their overall experience of change. Example: A cash-for work programme assisting community members after a natural disaster may monitor how they feel about the selection of programme participants, the payment of participants and the contribution the programme is making to the community 5. Financial monitoring - Accounts for costs by input and activity within predefined categories of expenditure. It is often conducted in conjunction with compliance and process monitoring. Example: A livelihoods project implementing a series of micro- enterprises may monitor the money awarded and repaid, and ensure implementation is according to the budget and time frame.
  8. 8. Islamic Relief Worldwide Monitoring & Evaluation in Development Yousuf Kasujee © Islamic Relief Worldwide What is Evaluation? Evaluation is a systematic assessment of the strengths and weaknesses of the design, implementation and the results of completed or ongoing interventions.
  9. 9. Islamic Relief Worldwide Monitoring & Evaluation in Development Yousuf Kasujee © Islamic Relief Worldwide Evaluation explores the following issues: • Does a program bring the expected change, which won’t happen without it? • For every 1 TND spent on the program, how big is the change? • Are there other, cheaper options with similar results? • Does a program bring unintended consequences? • Are people happy with the program? • Is a program being implemented correctly? 24 March 2014
  10. 10. Islamic Relief Worldwide Monitoring & Evaluation in Development Yousuf Kasujee © Islamic Relief Worldwide Why Evaluation?  Improve our work and ultimately our mission to help those in need  Contribute to organizational learning  Uphold accountability and transparency  Promote and celebrate our work
  11. 11. Islamic Relief Worldwide Monitoring & Evaluation in Development Yousuf Kasujee © Islamic Relief Worldwide Dissemination, use of lessons and possible longitudinal evaluation ONGOING REPORTING, REFLECTION AND LEARNING Final evaluation (endline survey) Project Start Project Middle Project End M&E Within the Project Cycle
  12. 12. Islamic Relief Worldwide Monitoring & Evaluation in Development Yousuf Kasujee © Islamic Relief Worldwide Monitoring Questions 24 March 2014 What is causing delays or unexpected results? Is there anything happening that should lead management to modify the operation’s implementation plan? Are activities being implemented on schedule and within budget? Measuring changes at goal-level requires a longer time frame, and is therefore dealt with by evaluation and not monitoring. Are finance, personnel and materials available on time and in the right quantities and quality? Are outputs leading to achievement of the outcomes? How do beneficiaries feel about the work? Are activities leading to the expected outputs? GOAL OUTCOMES OUTPUTS ACTIVITIES INPUTS LOGFRAME OBJECTIVES
  13. 13. Islamic Relief Worldwide Monitoring & Evaluation in Development Yousuf Kasujee © Islamic Relief Worldwide Evaluation Questions 24 March 2014 Effectiveness Were the operation’s objectives achieved? Did the outputs lead to the intended outcomes? LOGFRAME OBJECTIVES GOAL OUTCOMES OUTPUTS ACTIVITIES INPUTS Efficiency Were stocks of items available on time and in the right quantities and quality? Were activities implemented on schedule and within budget? Were outputs delivered economically? Sustainability Are the benefits likely to be maintained for an extended period after assistance ends? Relevance Were the operation’s objectives consistent with beneficiaries’ needs and with IR policies? Impact What changes did the project bring about? Were there any unplanned or unintended changes?
  14. 14. Islamic Relief Worldwide Monitoring & Evaluation in Development Yousuf Kasujee © Islamic Relief Worldwide Complementary Roles of Monitoring and Evaluation Monitoring Evaluation 1 Clarifies program objectives 1 Analyzes why intended results were or were not achieved 2 Links activities and their resources to results 2 Assesses specific causal contributions of activities to results 3 Translates objectives into performance indicators and set targets 3 Examines implementation process 4 Routinely collects data on these indicators, compares actual results with targets 4 Explores unintended results 5 Reports progress to managers and alerts them to problems 5 Provides lessons, highlights significant accomplishment or program potential, and offers recommendations for improvement
  15. 15. Islamic Relief Worldwide Monitoring & Evaluation in Development Yousuf Kasujee © Islamic Relief Worldwide Importance of M&E 24 March 2014
  16. 16. Islamic Relief Worldwide Monitoring & Evaluation in Development Yousuf Kasujee © Islamic Relief Worldwide Words of Wisdom • If you do not measure results, you cannot tell success from failure • If you can not see success, you cannot reward it • If you cannot reward success, you are probably rewarding failure • If you cannot see success, you cannot learn from it • If you cannot recognise failure, you cannot correct it • If you can demonstrate results, you can win public support 24 March 2014
  17. 17. Islamic Relief Worldwide Monitoring & Evaluation in Development Yousuf Kasujee © Islamic Relief Worldwide

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