Report reliably - Serious Social Investing 2013

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Funders of all shapes and sizes should have rules and tools to ensure data quality.

The Zenex Foundation's Dr Fatima Adam speaks at the Tshikululu Social Investments Serious Social Investing 2013 workshop.

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Report reliably - Serious Social Investing 2013

  1. 1. TSI/GIBS Serious Social Investing Conference 14 March 2013Reliable ReportingFatima Adam
  2. 2. Three Points• Why the shift in reporting• What are the two key elements of reliable reporting• How does a good M and E framework contribute to reliable reporting• Concluding remarks
  3. 3. Why The ShiftIn the past, reporting in the social investment sphere was underpinned largely by accounting/governance imperativesToday, there is widespread acknowledgement that this is no longer sufficientAs a result there is an emergence of new thinking around reporting
  4. 4. Rethinking Reporting• Reliable Reporting in social development o Balance accounting imperatives with social development imperatives, otherwise it will result in useless technical/ compliance exercises o Informed by a comprehensive Monitoring and Evaluation Framework
  5. 5. Good M and E Framework• Makes clear the different purposes for monitoring/evaluating :Summative, formative, learning, strategic functions• Links your strategic intent to your M and E activity• Makes explicit the theory of change: o Theory of Change ‘as a way to describe the set of assumptions that explain both the mini-steps that lead to the long term goal of interest and the connections between program activities and outcomes that occur at each step of the way. description of a sequence of events that is expected to lead to a particular desired outcome.’ o My assumption is if I do this in this way under these conditions, it will result in . . o Education and implementation model aspects
  6. 6. Good M and E Framework• Provides clear articulation between the data you collect at various levels and the questions that you are trying to answer• Meets rigorous data collection and data analysis standards: qualitative versus quantitative, validity, reliability and triangulation• Informs the design of high quality instruments• Differentiates between M and E
  7. 7. Designing an M and E Framework• Consider o Value based decisions: strategic intent, educational philosophy, development strategy o Evidence based decisions: what research says about what works best o Resource based decisions
  8. 8. Monitoring and Evaluation Framework• Differences o Monitoring and evaluation (M&E) are often conflated when they should be treated as separate, but complementary, activities o Monitoring • is a core element of programme management, determining whether activities have taken place as planned, Internal: beneficiaries and funders • is intended to help ensure that the interventions are implemented as effectively as possible • Self reporting o Evaluation • assesses the extent to which a project has achieved its stated outcomes and examines the factors (positive and negative) that have influenced the achievement of results . Usually external • offers correlations between inputs and outcomes, measures outcome
  9. 9. Conclusion• For this to work effectively: o Funders must become critical and informed users of information from monitoring and evaluations o M and E for projects must be co-created o M and E must not overburden organisations: instead of enabling it will disable
  10. 10. Conclusion• For this to work effectively: o Funders must become critical and informed users of information from monitoring and evaluations o M and E for projects must be co-created o M and E must not overburden organisations: instead of enabling it will disable

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