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Foundation of M & EKey
Terminology
Sin Somuny, MD, MPH,
Executive Director, MEDiCAM
08-12 July, 2013
2
Project and Program
β€’ Project _ A time-bound intervention that is
carried out to meet established objectives
within cost and schedule, and is a collection
of one or more activities and usually involves
a single sector, theme or geographic area.
β€’ Program _ A time-bound intervention,
which is a collection of one or more projects
that coordinate to achieve a desired program
goal.
3
β€’ Assessment _ A process (which may or may not be
systematic) of gathering information, analyzing and then
making a judgment on the basis of information.
β€’ Audit_ Verification of the legality and regularity of the
implementation of resources, carried out by independent
auditors (Further step is investigation)
β€’ Supervision _A process in which the legally responsible
organization, periodically reviews progress towards
objectives, identifies key obstacles, helps find workable
solutions and make strategic changes, as required
β€’ Monitoring _ is the routine collection of information on an
ongoing basis to support basic management and
accountability functions and to establish that inputs,
activities and outputs have occurred.
Key Terminologies related
4
β€’ Surveillance_An ongoing, systematic collection, analysis,
and interpretation of health-related data essential to the
planning, implementation, and evaluation of public health
practice
β€’ Review_An assessment of the performance of a project or
program, periodically or on an as-needed basis
β€’ Evaluation_Is a comprehensive examination of the
outcome and impact; how it contributes to the purpose and
goal
– Focus on impact and sustainability
– May happen
Β» at the end of the phase
Β» and/or beyond the end of the phase
Key Terminologies related
Definition of Indicator
β€’ An indicator can be defined as something
that helps us to understand where we are,
where we are going and how far we are from
the goal. Therefore it can be a sign, a number,
a graphic and so on. It must be a clue, a
symptom, a pointer to something that is
changing. Indicators are presentations of
measurements. They are bits of information
that summarize the characteristics of systems
or highlight what is happening in a system.
Indicator
Indicators are variables that help to measure changes, directly or
indirectly (WHO).
Indicators are β€œan indirect measures of an event or condition”.
For example: a baby’s weight for ages is an indicators of the
baby’s nutritional status. (Wilson & Sapannuchart, 1993).
An indicator is β€œa statistic of direct normative interest which
facilitates concise, comprehensive and balanced
judgments about conditions of major aspects of a society”
(Department of Health, Education, and Welfare, 1969).
Indicators are variables that indicate or show a given
situation, and thus can be used to measure change”
(Green, 1992).
Some Examples of Indicators
β€’ What is the indicator of weight?
β€’ What is the indicator of temperature?
β€’ How do you know that your child is doing good or
bad at school?
β€’ How you measure your family’s economic status?
β€’ How do we know whether people are healthy or
not? Or How do we measure health of the people?
β€’ How can we understand the nutritional status of
children?
αžαž˜αŸ’αž›αŸƒαž›αž‘αŸ’αž’αž•αž›αžšαŸ†αž–αžΉαž„αž‘αŸ’αž»αž€ Targets
αžαžαžΎαž’αŸ’αžœαžΈαž“αž·αž„αž…αŸ†αž“αž½αž“αž”αž»αž“αŸ’αž˜αžΆ αž“αžŠαŸ‚αž›αž αžΎαž„αž…αž„αŸ‹αžŸαžαžšαž›αž…αž”αžΆαž“?Whator how manydowe wishto accomplish?
β€’ Numbers and/orpercentage set asvalueof IntendedResult for anindicator
β€’ αžŸαžšαžΆαž”αŸ‹αžŸαžΌαž…αž“αŸ’αž˜αž€αžšαž“αžΈαž›αž½ αŸ—αž αžΎαž„αž…αŸ†αž”αžΆαž…αŸ‹αž€αŸ†αžŽαžαŸ‹αžαž˜αŸ’αž›αŸƒαž›αž‘αŸ’αž’αž•αž›αžšαŸ†αž–αžΉαž„αž‘αŸ’αž»αž€For each indicator we need toassign atarget value;
β€’ ត αžΎαž„αž”αž‰αŸ’αž‡αžΆ αž€αŸ‹αžαž˜αŸ’αž›αŸƒαž›αž‘αŸ’αž’αž•αž›αžšαŸ†αž–αžΉαž„αž‘αŸ’αž»αž€αžαŸ„ αžŸαž½αžšαžŸαŸ†αžŽαžΌ រ-αžαžαžΎαž’αŸ’αžœαžΈαžαŸ’αŸƒαŸ‡αž¬αž…αŸ†αž“αž½αž“αž”αž»αž“αŸ’αž˜αžΆ αž“αžŠαŸ‚αž›αž αžΎαž„αžŸαž„αžƒαžΉαž›αžαžΆαž“αžΉαž„αž‘αŸ’αž‘αŸ’αž½αž›αž”αžΆαž“αžαŸ…αž€αž“αž»αž„αžš αŸˆαžαž–αž›αž€αŸ†αžŽαžαŸ‹αž›αž½ we specify
thetarget byaskingβ€”whator howmuchwe hope to obtainina determined timeframe.
Example of target
β€’ Fat people want to get thin and skinny
people want to get fat: What to do?
β€’ Are you spending more than you earn?
β€’ You are now earning about 400 US dollars a
month, what is your target for the next year
earning?
β€’ What are the MDG 4 & 5 targets?
Inputs and Processes
Outputs and Outcomes
Outcome levels
Outcome levels
Program-based Data Population-based Biological,
Behavioral & Social Data
Staff
Funds
Materials
Facilities
Supplies
Input
(Resources)
Trainings
Services
Education
Treatments
Interventions
Activities
( Interventions,
Services)
# Staff Trained
# Condoms Distributed
# Test Kits Distributed
# Clients Served
# Tests Conducted
Output
(Immediate
Effects)
Situation Analysis
Response Analysis
Stakeholder Needs
Resource Analysis
Collaboration plans
Program
Development Data
Assessment
& Planning
Provider Behavior
Risk Behavior
Service Use
Behavior
Clinical Outcomes
Quality of Life
Outcomes
(Intermediate
Effects)
HIV Incid/Prev
Social Norms
STI Incid/Prev
AIDS Morb/Mort
Economic Impact
Impact
(Long-term
Effects)
αžšαž”αžαŸαž‘αŸ’αžαž•αŸαž„αŸ—αž˜αŸ’αž“αž‘αŸ’αž·αž“αž“αž“αŸ αžŠαŸ‚αž›αž”αž„αŸ’αž αžΆ αž‰αž€αž“αž»αž„αž‚αžαžšαžΆαž„M&E(M&EframeworkIllustrative DataTypes)
% of delivery at health facility
% of Skilled Birth Attendant
% of Antenatal Care Visit
% of C-Section
% of anemia of reproductive women
% of anemia in pregnant women
Outcomes Impact
# of pregnant wo-
men referred for ANC
# of delivery paid
by HEF
# of women
educated
Training of
midwife
OutcomeOutputs
Health
Education
# of midwifes
trained
Health
Equity Fund
ActivitiesInputs
β€’Human
Resources,
β€’Financial
Resource,
β€’Infrastruct
ures
β€’etc…

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Key Terminology M&E

  • 1. Foundation of M & EKey Terminology Sin Somuny, MD, MPH, Executive Director, MEDiCAM 08-12 July, 2013
  • 2. 2 Project and Program β€’ Project _ A time-bound intervention that is carried out to meet established objectives within cost and schedule, and is a collection of one or more activities and usually involves a single sector, theme or geographic area. β€’ Program _ A time-bound intervention, which is a collection of one or more projects that coordinate to achieve a desired program goal.
  • 3. 3 β€’ Assessment _ A process (which may or may not be systematic) of gathering information, analyzing and then making a judgment on the basis of information. β€’ Audit_ Verification of the legality and regularity of the implementation of resources, carried out by independent auditors (Further step is investigation) β€’ Supervision _A process in which the legally responsible organization, periodically reviews progress towards objectives, identifies key obstacles, helps find workable solutions and make strategic changes, as required β€’ Monitoring _ is the routine collection of information on an ongoing basis to support basic management and accountability functions and to establish that inputs, activities and outputs have occurred. Key Terminologies related
  • 4. 4 β€’ Surveillance_An ongoing, systematic collection, analysis, and interpretation of health-related data essential to the planning, implementation, and evaluation of public health practice β€’ Review_An assessment of the performance of a project or program, periodically or on an as-needed basis β€’ Evaluation_Is a comprehensive examination of the outcome and impact; how it contributes to the purpose and goal – Focus on impact and sustainability – May happen Β» at the end of the phase Β» and/or beyond the end of the phase Key Terminologies related
  • 5. Definition of Indicator β€’ An indicator can be defined as something that helps us to understand where we are, where we are going and how far we are from the goal. Therefore it can be a sign, a number, a graphic and so on. It must be a clue, a symptom, a pointer to something that is changing. Indicators are presentations of measurements. They are bits of information that summarize the characteristics of systems or highlight what is happening in a system.
  • 6. Indicator Indicators are variables that help to measure changes, directly or indirectly (WHO). Indicators are β€œan indirect measures of an event or condition”. For example: a baby’s weight for ages is an indicators of the baby’s nutritional status. (Wilson & Sapannuchart, 1993). An indicator is β€œa statistic of direct normative interest which facilitates concise, comprehensive and balanced judgments about conditions of major aspects of a society” (Department of Health, Education, and Welfare, 1969). Indicators are variables that indicate or show a given situation, and thus can be used to measure change” (Green, 1992).
  • 7. Some Examples of Indicators β€’ What is the indicator of weight? β€’ What is the indicator of temperature? β€’ How do you know that your child is doing good or bad at school? β€’ How you measure your family’s economic status? β€’ How do we know whether people are healthy or not? Or How do we measure health of the people? β€’ How can we understand the nutritional status of children?
  • 8. αžαž˜αŸ’αž›αŸƒαž›αž‘αŸ’αž’αž•αž›αžšαŸ†αž–αžΉαž„αž‘αŸ’αž»αž€ Targets αžαžαžΎαž’αŸ’αžœαžΈαž“αž·αž„αž…αŸ†αž“αž½αž“αž”αž»αž“αŸ’αž˜αžΆ αž“αžŠαŸ‚αž›αž αžΎαž„αž…αž„αŸ‹αžŸαžαžšαž›αž…αž”αžΆαž“?Whator how manydowe wishto accomplish? β€’ Numbers and/orpercentage set asvalueof IntendedResult for anindicator β€’ αžŸαžšαžΆαž”αŸ‹αžŸαžΌαž…αž“αŸ’αž˜αž€αžšαž“αžΈαž›αž½ αŸ—αž αžΎαž„αž…αŸ†αž”αžΆαž…αŸ‹αž€αŸ†αžŽαžαŸ‹αžαž˜αŸ’αž›αŸƒαž›αž‘αŸ’αž’αž•αž›αžšαŸ†αž–αžΉαž„αž‘αŸ’αž»αž€For each indicator we need toassign atarget value; β€’ ត αžΎαž„αž”αž‰αŸ’αž‡αžΆ αž€αŸ‹αžαž˜αŸ’αž›αŸƒαž›αž‘αŸ’αž’αž•αž›αžšαŸ†αž–αžΉαž„αž‘αŸ’αž»αž€αžαŸ„ αžŸαž½αžšαžŸαŸ†αžŽαžΌ រ-αžαžαžΎαž’αŸ’αžœαžΈαžαŸ’αŸƒαŸ‡αž¬αž…αŸ†αž“αž½αž“αž”αž»αž“αŸ’αž˜αžΆ αž“αžŠαŸ‚αž›αž αžΎαž„αžŸαž„αžƒαžΉαž›αžαžΆαž“αžΉαž„αž‘αŸ’αž‘αŸ’αž½αž›αž”αžΆαž“αžαŸ…αž€αž“αž»αž„αžš αŸˆαžαž–αž›αž€αŸ†αžŽαžαŸ‹αž›αž½ we specify thetarget byaskingβ€”whator howmuchwe hope to obtainina determined timeframe.
  • 9. Example of target β€’ Fat people want to get thin and skinny people want to get fat: What to do? β€’ Are you spending more than you earn? β€’ You are now earning about 400 US dollars a month, what is your target for the next year earning? β€’ What are the MDG 4 & 5 targets?
  • 14.
  • 15.
  • 16. Program-based Data Population-based Biological, Behavioral & Social Data Staff Funds Materials Facilities Supplies Input (Resources) Trainings Services Education Treatments Interventions Activities ( Interventions, Services) # Staff Trained # Condoms Distributed # Test Kits Distributed # Clients Served # Tests Conducted Output (Immediate Effects) Situation Analysis Response Analysis Stakeholder Needs Resource Analysis Collaboration plans Program Development Data Assessment & Planning Provider Behavior Risk Behavior Service Use Behavior Clinical Outcomes Quality of Life Outcomes (Intermediate Effects) HIV Incid/Prev Social Norms STI Incid/Prev AIDS Morb/Mort Economic Impact Impact (Long-term Effects) αžšαž”αžαŸαž‘αŸ’αžαž•αŸαž„αŸ—αž˜αŸ’αž“αž‘αŸ’αž·αž“αž“αž“αŸ αžŠαŸ‚αž›αž”αž„αŸ’αž αžΆ αž‰αž€αž“αž»αž„αž‚αžαžšαžΆαž„M&E(M&EframeworkIllustrative DataTypes)
  • 17. % of delivery at health facility % of Skilled Birth Attendant % of Antenatal Care Visit % of C-Section % of anemia of reproductive women % of anemia in pregnant women Outcomes Impact
  • 18. # of pregnant wo- men referred for ANC # of delivery paid by HEF # of women educated Training of midwife OutcomeOutputs Health Education # of midwifes trained Health Equity Fund ActivitiesInputs β€’Human Resources, β€’Financial Resource, β€’Infrastruct ures β€’etc…