Content includes basics of monitoring and evaluation, m&e toolkit, and management of results-based M&E

1. RALPH JULIUS BAWALAN
021518

2. Diagnostics
TECHNICAL ADMIN
1. 1.
2. 2.
3. 3.
4. 4.
5. 5.

3. Guide
Concept and Appreciation of M&E
Presentation of final M&E toolkit
Management of Results-based M&E

5. 1. Monitoring and Evaluation are indispensable learning
and management tools for improving current and
future program planning, implementation and
decision-making.
2. to improve measurement methods, data quality and
evaluation capacity
Why do M&E?

6. 1. Performance evaluations - focus on descriptive and
normative questions and other questions pertinent to
program design, management and operational decision-
making.
2. Impact evaluations - measure the change in a
development outcome that is attributable to a defined
intervention.
Why do M&E

7. Performance-based funding, provides a platform for
grant recipients to demonstrate that they can convert
grant financing into results.
HOW?
Understand links between CHED financing
disbursements/ grants distribution to the HEI project
milestones / achievement of targets
What does CHED M&E do?

8. PROJECT DEVELOPMENT CYCLE
1. PROPOSAL DEVELOPMENT
2. NEGOTIATION
3. IMPLEMENTATION
4. GRANT REVIEW AND M&E
CONCEPT TO IMPACT

9. PROGRAMMATIC INDICATORS FINANCIAL INDICATORS
# of COMPLETED Programs Cumulative Budget
# of COMPLETED Projects Cumulative Disbursement
# of ONGOING Programs Cumulative Obligation
# of ONGOING Projects Grantee Expenditure
# of Projects FUNDED
# of Proposals REVIEWED
# of R&D Centers SUPPORTED
# of Projects conducted to generate and
ADAPT TECHNOLOGIES
# of R&D projects MONITORED
Factor of Success

10. CHED wants to know IF:
Are all funds reaching implementation levels
and being spent according to budget proposal?
Are HEI’s project activities (procurement and
hiring) and deliverables submitted on schedule?
Are technical/programmatic targets being
achieved?
WHY DO M&E?

11. REVIEW OF CHED RMD PROCESSES AND FORMS

12. HEI submit
Proposal
• Call for
Proposals
• HEI submit
• CHED do
preliminary
review
• CHED shortlist
for final
proposal
• HEI re-submit
full blown
proposal
• DECISION:
Endorse/Not
Endorse TWG
TWG Review
• TWG members
review full
blown proposal
• DECISION:
Approved/
Deferred/ Not
Recommended
“GO” signal
• CHED sends
official
communication
• Endorse to
Mancom/CEB
• DECISION
• MOA and NTP
Proposal Eligibility and
Evaluation Flow

13. • CHED informs HEI due for
implementation review
• CHED forwards Instruction to
HEI for accomplishment
• CHED reviews Project
Proposal/MOA, fills in Project
Monitoring Tool
• CHED invites TWG member
CHED
• HEI accomplish Instruction to
HEI
• HEI and CHED agree on
schedule of field visit/ data
validation
• HEI gives written and oral
reporting of
accomplishment/ bottlenecks
HEI
• HEI reporting of progress
update/ financial
disbursement to CHED
• CHED decision for continuous
implementation
• HEI submit written progress
report and commitment to
finish project
FIELD
Implementation Review/
Progress Update

14. Input to Outcome
CHED Monitoring and Evaluation activities are quality improvement projects

15. [CHED] Proposal Eligibility Checklist
[TWG] Proposal Evaluation Guide
[CHED] Project Monitoring and Field Evaluation
[HEI] Instructions to HEIs
[HEI] Project Update and Disbursement Report
Forms Review

16. PROGRAM TITLE – as indicated in MOA
PROJECT TITLE – if applicable
HEI GRANTEE - Name of Public/ Private HEI as indicated in MOA
HEI ADDRESS – address of HEI
GRANT AMOUNT – place Exact Grant Amount as indicated in MOA
VISIT NUMBER – Put “1” if First Monitoring
TIME PERIOD COVERED – Monitoring period (Q1 – Q4 2016?)

17. PREPARATION FOR VISIT – Check MOA, Accomplishment Report, Financial
Update, URB Availability
GRANT STATUS – Check YES or NO and Place description on REMARKS

18. PERFORMANCE INFORMATION– Refer to Research Proposal WORKPLAN and
OBJECTIVES/INDICATORS
OBJECTIVE LISTING
– Check Proposal on Proposed Completion Date, compare Implementation
Schedule and Expected Completion Date
- List all Objectives, Expected Deliverables, and Activities done. Indicate Current
status (DONE, ONGOING WILL BE DONE BY) as of Monitoring schedule.

19. OBJECTIVE LISTING
– Check YES or NO and Place description on REMARKS
FINANCIAL MANAGEMENT
-Indicate TOTAL BUDGET APPROVED and TOTAL AMOUNT
RELEASED / If possible ask CASH ON HAND
-Check YES or NO and Place description on REMARKS

20. PROPERTY MANAGEMENT
– Check YES or NO and Place description on REMARKS.
-List all equipments purchased

21. SUMMARY OF VISIT
– Check YES or NO and Place description on REMARKS.
-List all technical assistance requested (for CHED RMD
Review and approval)
-CORRECTIVE ACTION – recommendatory actions
-ENDORSEMENT: Continue, Terminate, Completion

22. SIGNATORY
–Put COMPLETE NAME, TITLE AND SIGNATURE
CONFORME: By HEI Monitored
CONFORME: By RMD Chief/ Consultant

24. DATA EXTRACTION IN
CHED RMD (NHERA+NAFES) DATABASE
PROGRAMMATIC INDICATORS FINANCIAL INDICATORS
# of COMPLETED Programs Cumulative Budget
# of COMPLETED Projects Cumulative Disbursement
# of ONGOING Programs Cumulative Obligation
# of ONGOING Projects Grantee Expenditure
# of Projects FUNDED
# of Proposals REVIEWED
# of R&D Centers SUPPORTED
# of Projects conducted to generate and
ADAPT TECHNOLOGIES
# of R&D projects MONITORED

25. NAFES DATABASE

26. NAFES DATABASE

27. DONE. But what have we learned?
Concept and Appreciation of M&E
Presentation of final M&E toolkit
Management of Results-based M&E

28. •Appreciation of CHED RMD office functions
and processes, and M&E in general
•with improved staff capacity, support function
role of PTS during CHED RMD Monitoring
•Reforms (M&E Toolkit, Recording and
Reporting System, revised NHERA/NAFES
Databases) are in support to results-based
M&E
Learning