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SSR 3014 Project
Evaluation and Cost
Benefit Analysis
Learning Unit 3:
Introduction to
Monitoring and
Evaluation
Introduction
Project Development
Lifecycle
• Define
• Plan
• Monitor
• Evaluate
Introduction
WHY DO WE NEED
MONITORING AND
EVALUATION?
Basic
Principle
• What is Monitoring?
• What is Evaluation?
• Why is it IMPORTANT?
• What is involved?
Monitoring
• Systematic collection and analysis of information.
• Improve efficiency and effectiveness.
• Ensure that project is on track.
• Measures progress towards objectives.
• Identifies problems.
Evaluation
• Assessing whether a project is achieving its intended
objectives.
• Conducted periodically.
• Internal or external.
• Focus on outcomes and impacts.
Commonality
between Monitoring
and Evaluation
• Geared towards learning and focused on:
1. Efficiency
2. Effectiveness
3. Outcomes and impacts
Why do
Monitoring and
Evaluation?
• Review progress
• Identify problems in planning or implementation
• Make adjustment to enhance impact
Monitoring &
Evaluation
Process
Why is Monitoring
and Evaluation
important?
• Tracking resources
• Feedback on progress
• Improving project effectiveness
• Informing decisions
• Promoting accountability
• Demonstrating impact
• Identifying lesson learned
Indicators
• Outcome vs process
indicators
• Qualitative Vs
quantitative
Developing
Indicators
1.
Identify
the
problem
2. Decide
what result
should look
like (impact
indicator)
3. Decide
how the
result should
be achieved
(process
indicator)
4. Develop
indicator for
effectiveness
5. Develop
indicator for
efficiency
Monitoring
Tools
• Progress report
• Regular meeting
• Budget and income expenditure account
• Structured survey or one-on-one interview
• Systematic review of official statistics
• Gantt chart or Critical Path Analysis chart
• Process approach (fishbone diagram)
EVALUATION
EVALUATION
• WHAT ARE THEY?
• WHY WE NEED THEM?
• WHEN DO WE USE THEM?
EVALUATION
A process to determine the value or worth of
the object of interest (e.g. project, program)
against a standard of acceptability
Begins when project goals and
objectives are being developed
Done by collaborative
effort of stakeholders
Results must be
relevant to stake
holders to be used
effectively
Driving force
for planning,
improving and
demonstrating
Can be a political process
1. Negative result may
lead to reduction on
funding
3. Reporting fairly but
may comply with
governments regulation
2. Results intentionally
skewed by reporting
success only
EVALUATION
FUNCTION
To answer these question
How well did we do?
How much did we do?
WHY EVALUATE?
Improve program design and implementation
• It is important to periodically assess and adapt your activities to ensure they
are as effective as they can be. Evaluation can help you identify areas for
improvement and ultimately help you realize your goals more efficiently.
Demonstrate program impact
• Evaluation enables you to demonstrate your program’s success or progress.
The information you collect allows you to better communicate your
program's impact to others, which is critical for public relations, staff morale,
and attracting and retaining support from current and potential funders
WHY
EVALUATE?
• Determine program outcomes
• Identify program strengths
• Identify and improve weaknesses
• Justify use of resources
• Increased emphasis on accountability
• Professional responsibility to show
effectiveness of program
Project
Evaluation
Purposeful, systematic, and careful
collection and analysis of information used
for the purpose of documenting the
effectiveness and impact of programs,
establishing accountability, and identifying
areas needing change and improvement
What evaluation
does?
Looks at the results of your investment
of time, expertise, and energy, and
compares those results with what you
said you wanted to achieve
Types of
Evaluation
• Outcome
• Implementation
• Formative
• Summative
Outcome evaluation
• What: Identifies the results or effects of a program
• When: You want to measure students’ or clients’
knowledge, attitudes, and behaviors as a result of a
program
• Examples: Did program increase achievement,
reduce truancy, create better decision-making?
Implementation evaluation
• What: Documents what the program is and to what extent it has
been implemented
• When: A new program is being introduced; identifies and defines
the program; identifies what you are actually evaluating
• Examples: Who receives program, where is program operating; is
it being implemented the same way at each site?
Formative evaluation
• conducted during program development and
implementation and are useful if you want
direction on how to best achieve your goals or
improve your program
Summative evaluation
• should be completed once your programs are
well established and will tell you to what extent
the program is achieving its goals.
FORMATIVE
EVALUATION
•Determines who needs the program, how great the need is,
and what can be done to best meet the need.
•needs assessment can help determine what audiences are
not currently served by programs and provide insight into
what characteristics new programs should have to meet
these audiences’ needs.
Need
assessment
•Examines the process of implementing the program and
determines whether the program is operating as planned
•Can be done continuously or as a one-time assessment
• Results are used to improve the program
•A process evaluation may focus on the number and type
of participants reached and/or determining how satisfied
these individuals are with the program.
Process/
Implementation of
evaluation
SUMMATIVE
EVALUATION
• Investigates to what extent the program is
achieving its outcomes.
• These outcomes are the short-term and
medium-term changes in program participants
that result directly from the program
Outcome
evaluation
• Determines any broader, longer-term changes
that have occurred as a result of the program.
• These impacts are the net effects, typically on
the entire school, community, organization,
society, or environment
Impact
evaluation
Learning_Unit_3
Source: http://www.ritakarl.net/web/Master2.htm
Tools for
Evaluating
 Surveys
 Forced choice or open-ended responses
 Interviews
 Structured (fixed questions) or in-depth (free flowing)
 Focus groups
 Like interviews but with group interaction
 Observations
 Actually monitor and evaluate behavior
Comparing
surveys and
observation
Survey
• Efficient
• Accuracy depends on
subject’s honesty
• Difficult to develop reliable
and valid survey
• Low response rate
threatens reliability, validity,
& interpretation
Observation
• Time & labor intensive
• Inter-rater reliability must
be established
• Captures behavior that
subjects unlikely to report
• Useful for observable
behavior
Appropriateness
of Interviews
Use interviews to answer these questions:
What does program look and feel
like?
What do stakeholders know about
the project?
What are stakeholders’ and
participants’ expectations?
What features are most salient?
What changes do participants
perceive in themselves?
Learning_Unit_3
Plan for
evaluation
• Plan while you are designing your program
• Consider ho you will share your findings.
• Review project goal and objectives
• Determine and engage with stakeholders
• Develop and decide evaluation design/instrument
• Develop time line
Data
collection
• Must have an idea about your target audience and how
accessible they are to you as well.
• Survey, records, telephone interviews.
• Plan and administer a pilot test
• Review result to refine instrument or collection
procedure
• Set schedule
Evaluation
Process
Analyze data
• Process data
• Analyze data
• Interpret
• Who
• How
• What are the limitations
Report
Findings
• Demonstrate the effectiveness of your project,
identify ways to improve future projects, modify
project planning, demonstrate accountability, and
justify funding
• Stakeholders need
• Audience
• Key messages
• Format
Evaluation
Process

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Learning_Unit_3

  • 1. SSR 3014 Project Evaluation and Cost Benefit Analysis Learning Unit 3: Introduction to Monitoring and Evaluation
  • 3. Introduction WHY DO WE NEED MONITORING AND EVALUATION?
  • 4. Basic Principle • What is Monitoring? • What is Evaluation? • Why is it IMPORTANT? • What is involved?
  • 5. Monitoring • Systematic collection and analysis of information. • Improve efficiency and effectiveness. • Ensure that project is on track. • Measures progress towards objectives. • Identifies problems.
  • 6. Evaluation • Assessing whether a project is achieving its intended objectives. • Conducted periodically. • Internal or external. • Focus on outcomes and impacts.
  • 7. Commonality between Monitoring and Evaluation • Geared towards learning and focused on: 1. Efficiency 2. Effectiveness 3. Outcomes and impacts
  • 8. Why do Monitoring and Evaluation? • Review progress • Identify problems in planning or implementation • Make adjustment to enhance impact
  • 10. Why is Monitoring and Evaluation important? • Tracking resources • Feedback on progress • Improving project effectiveness • Informing decisions • Promoting accountability • Demonstrating impact • Identifying lesson learned
  • 11. Indicators • Outcome vs process indicators • Qualitative Vs quantitative
  • 12. Developing Indicators 1. Identify the problem 2. Decide what result should look like (impact indicator) 3. Decide how the result should be achieved (process indicator) 4. Develop indicator for effectiveness 5. Develop indicator for efficiency
  • 13. Monitoring Tools • Progress report • Regular meeting • Budget and income expenditure account • Structured survey or one-on-one interview • Systematic review of official statistics • Gantt chart or Critical Path Analysis chart • Process approach (fishbone diagram)
  • 15. EVALUATION • WHAT ARE THEY? • WHY WE NEED THEM? • WHEN DO WE USE THEM?
  • 16. EVALUATION A process to determine the value or worth of the object of interest (e.g. project, program) against a standard of acceptability Begins when project goals and objectives are being developed Done by collaborative effort of stakeholders Results must be relevant to stake holders to be used effectively Driving force for planning, improving and demonstrating
  • 17. Can be a political process 1. Negative result may lead to reduction on funding 3. Reporting fairly but may comply with governments regulation 2. Results intentionally skewed by reporting success only EVALUATION
  • 18. FUNCTION To answer these question How well did we do? How much did we do?
  • 19. WHY EVALUATE? Improve program design and implementation • It is important to periodically assess and adapt your activities to ensure they are as effective as they can be. Evaluation can help you identify areas for improvement and ultimately help you realize your goals more efficiently. Demonstrate program impact • Evaluation enables you to demonstrate your program’s success or progress. The information you collect allows you to better communicate your program's impact to others, which is critical for public relations, staff morale, and attracting and retaining support from current and potential funders
  • 20. WHY EVALUATE? • Determine program outcomes • Identify program strengths • Identify and improve weaknesses • Justify use of resources • Increased emphasis on accountability • Professional responsibility to show effectiveness of program
  • 21. Project Evaluation Purposeful, systematic, and careful collection and analysis of information used for the purpose of documenting the effectiveness and impact of programs, establishing accountability, and identifying areas needing change and improvement
  • 22. What evaluation does? Looks at the results of your investment of time, expertise, and energy, and compares those results with what you said you wanted to achieve
  • 23. Types of Evaluation • Outcome • Implementation • Formative • Summative
  • 24. Outcome evaluation • What: Identifies the results or effects of a program • When: You want to measure students’ or clients’ knowledge, attitudes, and behaviors as a result of a program • Examples: Did program increase achievement, reduce truancy, create better decision-making? Implementation evaluation • What: Documents what the program is and to what extent it has been implemented • When: A new program is being introduced; identifies and defines the program; identifies what you are actually evaluating • Examples: Who receives program, where is program operating; is it being implemented the same way at each site?
  • 25. Formative evaluation • conducted during program development and implementation and are useful if you want direction on how to best achieve your goals or improve your program Summative evaluation • should be completed once your programs are well established and will tell you to what extent the program is achieving its goals.
  • 26. FORMATIVE EVALUATION •Determines who needs the program, how great the need is, and what can be done to best meet the need. •needs assessment can help determine what audiences are not currently served by programs and provide insight into what characteristics new programs should have to meet these audiences’ needs. Need assessment •Examines the process of implementing the program and determines whether the program is operating as planned •Can be done continuously or as a one-time assessment • Results are used to improve the program •A process evaluation may focus on the number and type of participants reached and/or determining how satisfied these individuals are with the program. Process/ Implementation of evaluation
  • 27. SUMMATIVE EVALUATION • Investigates to what extent the program is achieving its outcomes. • These outcomes are the short-term and medium-term changes in program participants that result directly from the program Outcome evaluation • Determines any broader, longer-term changes that have occurred as a result of the program. • These impacts are the net effects, typically on the entire school, community, organization, society, or environment Impact evaluation
  • 30. Tools for Evaluating  Surveys  Forced choice or open-ended responses  Interviews  Structured (fixed questions) or in-depth (free flowing)  Focus groups  Like interviews but with group interaction  Observations  Actually monitor and evaluate behavior
  • 31. Comparing surveys and observation Survey • Efficient • Accuracy depends on subject’s honesty • Difficult to develop reliable and valid survey • Low response rate threatens reliability, validity, & interpretation Observation • Time & labor intensive • Inter-rater reliability must be established • Captures behavior that subjects unlikely to report • Useful for observable behavior
  • 32. Appropriateness of Interviews Use interviews to answer these questions: What does program look and feel like? What do stakeholders know about the project? What are stakeholders’ and participants’ expectations? What features are most salient? What changes do participants perceive in themselves?
  • 34. Plan for evaluation • Plan while you are designing your program • Consider ho you will share your findings. • Review project goal and objectives • Determine and engage with stakeholders • Develop and decide evaluation design/instrument • Develop time line Data collection • Must have an idea about your target audience and how accessible they are to you as well. • Survey, records, telephone interviews. • Plan and administer a pilot test • Review result to refine instrument or collection procedure • Set schedule Evaluation Process
  • 35. Analyze data • Process data • Analyze data • Interpret • Who • How • What are the limitations Report Findings • Demonstrate the effectiveness of your project, identify ways to improve future projects, modify project planning, demonstrate accountability, and justify funding • Stakeholders need • Audience • Key messages • Format Evaluation Process