This document outlines a workshop on crafting monitoring and evaluation plans. It discusses that the workshop aims to teach participants how to formulate an M&E plan. It explains that an M&E plan is a process of developing a clear plan to monitor and evaluate a project's goals and objectives. Developing an M&E plan is important as it ensures results are achieved, generates shared understanding, supports learning, improves focus on priorities, and helps determine and manage success. The document provides instructions on the 8 steps to formulate an M&E plan which includes developing a project framework, SMART indicators, identifying data needs, responsible parties and timelines. It concludes with an exercise where participants will practice formulating their own M&

1. WORKSHOP ON
CRAFTING MONITORING
AND EVALUATION PLAN
JENNY B. BAUTISTA

2. 1. Learning Objective
2. What is Monitoring and Evaluation Plan?
3. Why is it important for formulating Monitoring
and Evaluation plan?
4. How to formulate Monitoring and Evaluation
plan?
5. Exercise
Contents:

3. Participants will know
how to formulate a
monitoring and
evaluation plan.
1. Learning Objective

14. 2. What formulating Monitoring and
Evaluation plan is?
 Is a process of developing a clear plan for monitoring
and evolution of a project.
 Monitoring and Evaluation plan concerns setting up
the systems and processes to project goal and
objectives.
It provides the information needed to assess and to
guide the project strategy.

19. 3. Why is it important for formulating Monitoring
and Evaluation plan?
Why
Ensure planned results
are achieved
Generate shared
understanding
Generate new knowledge
and support learning

20. 3. Why is it important for formulating Monitoring
and Evaluation plan?
Why
Improve focus on
priorities
Help in determining
what success will look
like
know what and when should
be done
Help in mitigating
and managing crises

21.  Step 1: Develop project intervention and framework:
Project goal
Project objectives
Project outputs
Project activities
Inputs
 See example in the next slide
4. How to formulate Monitoring and Evaluation
plan?
THERE ARE EIGHT (8) STEPS:

22. Inputs Activities Outputs Objective (outcome
level)
Goal
(Impact level)
• Funding
• Time
• Training/
meetings
• Human
• Materials
 Select
communities
 Select focal
persons
 Train focal
persons
 Train
communities
 3 gender
trainings
 10 Gender focal
persons
To develop capacity of
women on
To promote
equality and equity
among men and
women
Example of project intervention framework

23. 4. How to formulate Monitoring and Evaluation plan?
 Step 2: Develop SMART
Input indicators
Activities indicators
Output indicators
Outcome Indicators
Impact Indicators
 See example in the next slide

24. 4. How to formulate Monitoring and Evaluation
plan?
Example of project intervention framework

25. How to formulate Monitoring and Evaluation
plan?
 Step 3: Identify information
 Step 4: Identify informants
 Step 5: Identify data collection methods
 Step 6: Identify responsible persons and time
 Step 7: Identify data analysis methods
 Step 8: Identify report writing process
 See an example of an M&E plan at the next slide

26. Example of a Monitoring and evaluation plan

32. Materials: flip chart, markers
Exercise type: Small group work
Purpose: to practice on formulating M&E plan
Activities:
Provides introduction to participants
Divides participants into five small groups.
Each group is responsible for developing a
Monitoring and Evaluation Plan
5. Exercise

34. Rubric
M & E Tool
Assessment
Progress Monitoring
Implementation
Planning

36. Resources
List the resources you used for your research:
• Source #1
• Source #2
• Source #3