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Project management monitoring tools


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Presented by Melanie Bacou, IFPRI and Todd Slind, Spatial Development International at the Africa RISING–CSISA Joint Monitoring and Evaluation Meeting, Addis Ababa, Ethiopia, 11-13 November 2013

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Project management monitoring tools

  1. 1. Project Management Monitoring Tools Melanie Bacou, IFPRI Todd Slind, Spatial Development International Africa RISING–CSISA Joint Monitoring and Evaluation Meeting, Addis Ababa, Ethiopia, 11-13 November 2013
  2. 2. Agenda  Africa RISING “Project Mapping and Reporting Tool” (PMT) – latest developments and next steps  Project monitoring and reporting using AR PMT – existing features and future needs  Fostering an open-data community, open-data standards, and organizational learning  Questions and problems 2
  3. 3. Evaluation design is hard. Reporting is painful…  PMT is envisioned as a place for capturing high-level M&E framework, data, and results, hurdles, decisions and adjustments made over AR project lifecycle: − − − − − − Site stratification and selection Intervention specifics Baseline site characteristics Bi-annual FtF (and other project-specific) indicators Survey and evaluation results All intermediary and final output (incl. primary data)  With the objective to clarify reporting requirements and ease data entry, and dissemination. 3
  4. 4. Progress to date…  Jan 2012: initial AR PMT prototype showing site stratification  Nov 2013: AR PMT release 1.0 with final site locations, site descriptions, and 2012-2013 FtF indicators: − Precise locations of 145 target communities across 5 countries − Records of implementing partners, local partners, community characteristics, and details of AR interventions (on-going) − Release of 2013 FtF indicators (actual and 5-year targets) for all 3 megasites − On-line secure data-entry forms to record community-level indicators  Nov 2013: release of an open-data platform to store, catalog and share all AR project data (upon USAID suggestion) 4
  5. 5. PMT - Project Mapping Demo of AR PMT mapping and visualizing features. 5
  6. 6. Location selector: Zoom to a selected location. 6
  7. 7. Site Clusters: Action and Control sites grouped by country. 7
  8. 8. Basemap Selector: Choose between photography, topography and street map hybrids. 8
  9. 9. Info boxes: Click on a site to view more details or to zoom in to a single community location 9
  10. 10. Layer Library and Control: Choose from a wide variety of contextual maps. 10
  11. 11. Layer Legend and Visibility Control: Combine several layers on the map at once. 11
  12. 12. HarvestChoice Spatial Data Library: access over 200 bio-physical, socio-economic and agricultural data layers at 10x10km resolution 12
  13. 13. Map Print: Create an image file of your map to print or include in a document. 13
  14. 14. PMT - Project Monitoring Demo of AR PMT performance monitoring and reporting features. 14
  15. 15. Reporting of FtF Indicators − Currently holding all contributed FtF indicators for the 3 megasites − Fully flexible design originally intended to collect actual/target indicators for any time period and for any community (but data entry could take place at country or activity-level, if more appropriate) − Data schema allows for “vertical” rollups to greater levels of aggregation (from communities up to megasites) − Schema is extensible to allow for new indicators to be added over time (we are not limited to FtF indicators). − Currently no batch import/export of indicator tables, but easy to add as needed. 15
  16. 16. Yearly megasite indicators in Africa RISING Project Mapping and Reporting Tool. 16
  17. 17. Data-entry forms to capture FtF indicators by community. 17
  18. 18. People, Processes and Tools for Open-Data How Africa RISING can set standards for systematic data sharing to increase research uptake and empower communities? 18
  19. 19. Data is not the property of researchers, and access to publicly-funded data should not be monopolized  Low access to recent and quality primary data a huge barrier to African researchers  Researcher's responsibility to ensure that policy makers, advocacy groups, journalists and citizens in Africa have access to curated and documented data to make informed decisions about their lives Data without borders: Men on the Samburu National Reserve, Kenya, using a laptop Photograph: Scott Stulberg/Corbis 19
  20. 20. Davies, Tim (2013) Open Data Barometer, 2013 Global Report, Web Foundation http://opendatar db2013/OpenData-Barometer2013-GlobalReport.pdf 20
  21. 21. Donors now massively engaged in greater access to data and results transparency in developing countries  2012 World Bank Open Access Policy for Research and Knowledge − policies on open access to information − Creative Commons Attribution copyright license − Open-data Catalog − Open Knowledge Repository − grants to develop country strategies and build capacity for publishing data, and to increase data uptake − cross-donor and cross-government efforts to set metadata and data quality standards and common vocabularies 21
  22. 22. 22
  23. 23.  DfID Open and Enhanced Access Policy (July 2012) − linking DFID aid data with partner county budget data and promote national budget transparency − project geocoding (IATI) − Distinguishes between output types (peerreviewed, grey literature, book chapters, datasets, multimedia, websites, software) − publish all project evaluations, reports and datasets to R4D − allow access to DFID funded research and supporting datasets with set time requirements (bi-annual or immediately after publication) and minimum metadata − encourage researchers to submit output under Creative Commons Attribution license. 23
  24. 24.  CGIAR Open Access Policy (approved Oct 2, 2013) − definition of open access − definitions of information products (peerreviewed articles, reports and papers, book chapters, datasets, models and survey tools, multimedia, software, web services, associated metadata) − published output to be discoverable in CGIAR institutional repositories and interoperable with other repos through shared standards and/or APIs − all public data to be made available within 12 months of collection or 6 months of publication − Encourage the use of suitable open licenses − CG to provide incentives and professional expertise to researchers E.g. IFPRI released 99 datasets since 2000 on Dataverse with over 22,000 downloads. 24
  25. 25. USAID Research Policy on Publications and Data (draft)  Results for which 50% or more funding comes from USAID must be made publicly accessible online and in perpetuity for search, retrieval, analysis, and use in accordance with a Govt-issued license within 12 months of end of grant period (secured of privacy, security concerns, or other exceptions)  Ensure that public can locate, access, use, analyze, and download in machine-readable format all documents that result from USAIDfunded work  Identify and provide attribution to all datasets made available  Ensure that publications, underlying data, metadata, and any products developed as part of federally-funded research are stored in an information management system  USAID grants and contracts for scientific research to develop and execute detailed, timely, accountable data management plans 25
  26. 26. What can we do to comply, now? 1. 2. 3. List and agree on what constitutes Africa RISING research output (primary, secondary data, annual progress reports, publications, questionnaires, M&E indicator…?) and a release frequency List AR-produced data that does NOT belong to the public domain Prioritize research output based on their public or research value (which products should receive particular attention?) 4. 5. 6. 7. Agree on first-tier and secondtier dissemination channels (where to publish first, and where else to link/reference datasets, e.g. CG Centers’ catalogs, African national catalogs, etc.) How to best cite and attribute AR datasets? What is the most appropriate use license? What is “good enough” metadata for documenting datasets? If no suitable on-line data repository is readily available, then build one. 26
  27. 27. What can we do to comply, now? (cont’d) 8. Assign roles and responsibilities for: − Data and metadata preparation (add variable names and units, sources, methods, authors, citation) − Data curation − Uploading and securing access to data − Broader data dissemination and outreach − Ensuring we meet donor-prescribed deadlines 9. Tap into existing CGIAR resources: our librarians want to help! 10. Make sure data goes back to communities! What can we do now with Africa RISING data to ensure maximum impact? 27
  28. 28. Using CKAN to build AR Open-Data Catalog? − CKAN is an open-source, free content management system for cataloging datasets (backed by the Open Knowledge Foundation) − CKAN is behind,,,, Edo State Nigeria, … − Fast, lightweight, exposes resources via RDF and API for consumption in other applications or repositories − Supports public/private resources via organization-level permissions − Supports “data hound” users who want to go directly to the data for off-line analyses, but also allows for quick preview of datasets and documents. − Contrary to Dataverse, does not provide features for on-line analyses (summarizing, subsetting, transforming) but does support spatial datasets (in XY or geojson formats) 28
  29. 29. Africa RISING ”CKAN” opendata catalog currently at http://ardata.har ataset 29
  30. 30. Africa RISING tools also referenced in ”CKAN” opendata catalog at http://ardata.har ataset 30
  31. 31. Africa RISING “CKAN” provides user roles and permissions per organization. http://ardata.har ataset 31
  32. 32. Quick preview of Africa RISING datasets on “CKAN”. http://ardata.har ataset 32
  33. 33. Next Steps Platform consolidation, refinements to PMT user interface, additional spatial layers, custom reports, improved data-entry, and data import/export 33
  34. 34. Currently on PMT Roadmap…  In the coming month: − Add descriptions of communities and AR interventions − Improve map symbology and navigation − Add new spatial data layers using results from recent LSMS surveys and ag census, and from AR baseline surveys  In the next 6 months: − Tighter integration between PMT mapping features and CKAN opendata catalog (e.g. allow users to visualize CKAN-hosted spatial layers into PMT, shared user access lists?) − Allow 3rd-party spatial data sources to be read into and visualized alongside Africa RISING layers − Editing improvements to include offline data entry (possibly using mobile devices), and entry at any spatial level (community, activity, district, country, mega-site) − Batch import/export of FtF indicators? − Provide simple spatial analytics (point/polygon/domain summaries) as in HarvestChoice MAPPR − Provide training to M&E coordinators and researchers 34
  35. 35. Q&As  Are there key audiences to reach outside of this room?  Do we need to consolidate existing AR web platforms (PMT, CKAN, wiki, or each serves a different purpose?  What level and frequency of reporting is most appropriate, feasible and realistic?  How to best link to individual project’s platforms and tools?  Any other “cool” feature research teams would like to have? 35
  36. 36. Africa Research in Sustainable Intensification for the Next Generation