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THE PLANNING AND
MANAGEMENT OF
MONITORING AND
EVALUATION OF
STRATEGY
Monitoring is “a continuing function
that uses systematic collection of
data…to provide… indications of the
extent of progress and achievement of
objectives and progress in the use of
allocated funds.” Evaluation is “the
process of determining the worth or
significance of an activity, policy or
program”, which aims “to determine the
relevance and fulfillment of objectives,
development efficiency, effectiveness,
impact and sustainability (OECD, 2010).”
I. What is
monitoring
and
evaluation
Plan?
A monitoring and evaluation (M&E)
plan is a document that helps to track
and assess the results of the
interventions throughout the life of a
program of a teacher in an institution.
It is a living document that should be
referred to and updated on a regular
basis. While the specifics of each
program’s M&E plan will look different,
they should all follow the same basic
structure and include the same key
elements.
I. What is
monitoring
and
evaluation
Plan?
Schools wishing to take a 'whole school approach' to
address complex issues need to systematically engage in
collaborative strategic planning. They will need a process to
integrate all their activities into a coherent plan and to
monitor and evaluate their progress. The school:
I. What is
monitoring
and
evaluation
Plan?
 Findings and remedial options are then formulated and
appraised, thus providing policy orientations.
 When the system is analysed and the future directions are traced,
one can proceed with planning the necessary actions to
correct or improve the situation. A plan can be long range (6
to 10 years), medium term (3 to 5 years) or short term (1 to 2
years).
 Operationalization consists of taking the necessary
reform and institutional measures that are conducive to the
smooth implementation of plans or programmes and before the actual
execution starts, including:
 Designing specific development projects or
programmes and/or mobilizing resources required to
implement the planned actions and activities.
 Planning and management are subject to feedback-providing
•II. Why
develop a
Monitoring
and Evaluation
Plan?
It is important to develop an M&E
plan before beginning any monitoring
activities so that there is a clear plan
for what questions about the program
need to be answered. It will help
program staff decide how they are going
to collect data to track indicators, how
monitoring data will be analyzed, and
how the results of data collection will
be done.
The diagram above outlines this cyclical pattern of
strategic management:
 Any management cycle begins with analysis,
whereby the current situation of a system
and the critical issues pertaining to its
status and functioning are first analysed.
 Findings and remedial options are then
formulated and appraised, thus providing policy
orientations.
 When the system is analysed and the future directions
are traced, one can proceed with planning the
necessary actions to correct or improve the
situation. A plan can be long range (6 to 10 years),
medium term (3 to 5 years) or short term (1 to 2
years).
 Operationalization consists of taking the
necessary reform and institutional measures
that are conducive to the smooth implementation of
plans or programmes and before the actual execution
starts, including:
 Designing specific development projects or
programmes and/or mobilizing resources
required to implement the planned actions and
activities.
1. Sector Analysis
2. Policy Design
3. Action Planning
•III. How to Plan
for Monitoring
and
Evaluation?
We are all accountable for the work we
do. We are accountable for the use of
the resources that we are given. We are
accountable to a variety of people, but
foremost to the people and
communities we serve, though we are
also accountable to those who provide
resources. We also need to learn
lessons. We need a system that is
reflective and analytical, examining
performance both:
• On an on-going day-by-day, month-by-month basis so that we can change
direction and improve what we are doing; and
• On an occasional basis, perhaps annually or every three years, when
we can examine our effectiveness and the changes that have occurred so that we
can build lessons from such experience into our future plans.
•III. How to Plan
for Monitoring
and
Evaluation?
In response to these needs for
accountability and feedback, three
main questions should be addressed
when preparing education development
plans or programmes:
• What can enable us to judge
and measure whether an objective or
an expected result is achieved and an
activity implemented?
• How can we assess the
achievement of an activity, an
output or an objective?
• What level of result are we going
to assess?

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THE PLANNING AND MANAGEMENT OF MONITORING AND EVALUATION OF STRATEGY.pptx

  • 1. THE PLANNING AND MANAGEMENT OF MONITORING AND EVALUATION OF STRATEGY
  • 2. Monitoring is “a continuing function that uses systematic collection of data…to provide… indications of the extent of progress and achievement of objectives and progress in the use of allocated funds.” Evaluation is “the process of determining the worth or significance of an activity, policy or program”, which aims “to determine the relevance and fulfillment of objectives, development efficiency, effectiveness, impact and sustainability (OECD, 2010).” I. What is monitoring and evaluation Plan?
  • 3. A monitoring and evaluation (M&E) plan is a document that helps to track and assess the results of the interventions throughout the life of a program of a teacher in an institution. It is a living document that should be referred to and updated on a regular basis. While the specifics of each program’s M&E plan will look different, they should all follow the same basic structure and include the same key elements. I. What is monitoring and evaluation Plan?
  • 4. Schools wishing to take a 'whole school approach' to address complex issues need to systematically engage in collaborative strategic planning. They will need a process to integrate all their activities into a coherent plan and to monitor and evaluate their progress. The school: I. What is monitoring and evaluation Plan?  Findings and remedial options are then formulated and appraised, thus providing policy orientations.  When the system is analysed and the future directions are traced, one can proceed with planning the necessary actions to correct or improve the situation. A plan can be long range (6 to 10 years), medium term (3 to 5 years) or short term (1 to 2 years).  Operationalization consists of taking the necessary reform and institutional measures that are conducive to the smooth implementation of plans or programmes and before the actual execution starts, including:  Designing specific development projects or programmes and/or mobilizing resources required to implement the planned actions and activities.  Planning and management are subject to feedback-providing
  • 5. •II. Why develop a Monitoring and Evaluation Plan? It is important to develop an M&E plan before beginning any monitoring activities so that there is a clear plan for what questions about the program need to be answered. It will help program staff decide how they are going to collect data to track indicators, how monitoring data will be analyzed, and how the results of data collection will be done.
  • 6. The diagram above outlines this cyclical pattern of strategic management:  Any management cycle begins with analysis, whereby the current situation of a system and the critical issues pertaining to its status and functioning are first analysed.  Findings and remedial options are then formulated and appraised, thus providing policy orientations.  When the system is analysed and the future directions are traced, one can proceed with planning the necessary actions to correct or improve the situation. A plan can be long range (6 to 10 years), medium term (3 to 5 years) or short term (1 to 2 years).  Operationalization consists of taking the necessary reform and institutional measures that are conducive to the smooth implementation of plans or programmes and before the actual execution starts, including:  Designing specific development projects or programmes and/or mobilizing resources required to implement the planned actions and activities.
  • 7. 1. Sector Analysis 2. Policy Design 3. Action Planning
  • 8. •III. How to Plan for Monitoring and Evaluation? We are all accountable for the work we do. We are accountable for the use of the resources that we are given. We are accountable to a variety of people, but foremost to the people and communities we serve, though we are also accountable to those who provide resources. We also need to learn lessons. We need a system that is reflective and analytical, examining performance both: • On an on-going day-by-day, month-by-month basis so that we can change direction and improve what we are doing; and • On an occasional basis, perhaps annually or every three years, when we can examine our effectiveness and the changes that have occurred so that we can build lessons from such experience into our future plans.
  • 9. •III. How to Plan for Monitoring and Evaluation? In response to these needs for accountability and feedback, three main questions should be addressed when preparing education development plans or programmes: • What can enable us to judge and measure whether an objective or an expected result is achieved and an activity implemented? • How can we assess the achievement of an activity, an output or an objective? • What level of result are we going to assess?