Tracking beneficiaries and services delivered (Harry Carr, CRS)
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The document summarizes a presentation given by Harry Carr from Catholic Relief Services (CRS) at the ALNAP Annual Meeting on March 6, 2013. The presentation discussed CRS's Beneficiary and Service Delivery Indicators (BSDI), which measures the agency's performance in delivering services to beneficiaries. It describes the types of direct and indirect beneficiaries and benefits measured by BSDI. It also provides examples of service categories for different program areas like emergency shelter and water/sanitation. Finally, it outlines the data flow and performance products that BSDI enables like tracking the number and percentage of beneficiaries served by location, demographic characteristics, and cost per beneficiary by service.
Tracking beneficiaries and services delivered (Harry Carr, CRS)
- 1. ALNAP Annual Meeting Tracking Beneficiaries and Services Delivered Harry Carr, Senior Technical Advisor for M&E Catholic Relief Services (CRS) March 6, 2013
- 2. Beneficiary and Service Delivery Indicators (BSDI) Measure Agency-wide Performance on CRS Fundamental Program Outputs Services Delivered and Beneficiaries Served ALNAP Annual Meeting Presentation
- 3. Types of Benefits in CRS Projects Direct Beneficiaries BSDI Indirect Beneficiaries Benefits / Services Policy Advocacy Environmental Protection Not BSDI Institutional Strengthening ALNAP Annual Meeting Presentation
- 4. Catalogue of Services and Beneficiaries Illustrative Service Categories Program Sub- Service Means of Direct Indirect Area Program Service Beneficiary Beneficiary Area Delivery Definition Definition Emergency Shelter Transitional Training Shelter Technical Assistance Individual Assets household (Shelter Kit) member Commodities Other ALNAP Annual Meeting Presentation
- 5. Illustrative Program Area and Services Catalogue: Water and Sanitation ALNAP Annual Meeting Presentation
- 6. Means of Service Delivery Program area services are delivered via one or a combination of eight categories of service delivery means Training Communication and Awareness Technical Assistance/Counseling/Extension Asset Distribution Food Commodity Distribution Cash Distribution Equipment Distribution Infrastructure Construction Social/Commercial Networking and Partnership ALNAP Annual Meeting Presentation
- 7. BSDI Data Flow Map Point of Service Delivery Beneficiary and service Typically data are recorded on delivery data are registered paper for individual beneficiary Da at Regional/Partner Office Typically data are Di transcribed to Excel files gi Beneficiary and service delivery ta data are recorded and records lD are updated at a Da ta Project Management Office Typically data are stored Beneficiary and services delivery in a project database data are stored, maintained, analyzed and reported Rp eo rts aaD t On-line Agency Database (PIMS) Donor ALNAP Annual Meeting Presentation
- 8. BSDI Performance Products BSDI allows accurate, annual agency-wide tracking of CRS performance “Number” and “% targeted” of direct beneficiaries served” by •Sub-program area service categories •Geographic location (GPS) point of service delivery •Gender and other beneficiary demographic characteristics BSDI allows integrated technical and financial performance analysis “Costs per beneficiary by service” BSDI will track “double counted” beneficiaries in a multi-sector projects Title II Project beneficiary of nutrition, agriculture and microfinance services ALNAP Annual Meeting Presentation
Editor's Notes
- #3: BSDI indicators are actual, understandable, meaningful and precise agency-level performance measures . Although CRS has developed and tracks program-area wide performance measures and donor defined standardized indicators, CRS has chosen to focus and refine its agency-wide performance measures at the output level . CRS understands that its beneficiaries serviced and the services they are provided are essential measures of agency performance. If we don’t reach the people needing relief or development assistance with the services they need then there can be no expectation of higher level agency outcomes or ultimate impact.
- #4: You can think of CRS conducting projects that deliver different types of benefits: Projects with the primary intention of delivering a particular benefit to an identifiable person or group of persons – BENFICIARIES Direct Beneficiaries and Indirect Beneficiaries Projects with the intention of enhancing a particularly policy environment Projects with the intention of strengthening institutions or empower communities BSDI is used for projects that deliver a benefit to beneficiaries. Other common measures will be developed for other types of projects.
- #7: BSDI gathers data not only on beneficiaries reached and services delivered but also on the means through which the service is delivered. Any given service will be delivered through one of nine categories of service delivery means . Having these data will provide still another dimension of “services delivered”.
- #8: BSDI data are gathered at the point of service delivery, typically recorded on paper by a field agent, community volunteer, implementing partner In two ways: Beneficiary data – name, id. number, project number, gender, age and geographic location – is registered along with the services he/she are eligible for. Service data – service delivered, date of service delivery, project number, beneficiary name, beneficiary id. number BSDI are recorded on forms, client journals and/or registers (clinic, school, etc.) BSDI data are transmitted to implementing partner field offices, regional project offices, etc. typically in paper form where they are: Recorded in project registers or binders in paper form or Entered into a Excel spreadsheet BSDI data may be transmitted via ICT device such as SMS, iPod/iPad, etc. BSDI data are then transmitted to the project HQ office where they are stored in a database of some kind: Linked Excel spreadsheets (macro) Access database SPSS database Etc. BSDI data are reported from the project office to the donor and to the PIMS database
- #9: BSDI