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Monitoring/Evaluation
 
Monitoring and Evaluation of Projects
Project & Project Cycle
A Project   A unique set of activities with: Rationale  Action plan Goal  Beneficiaries Objectives Limited time frame Outputs Budget
Assessment Project Cycle Design Implementation Evaluation Redesign Transition Identification   Project Preparation Project Appraisal
What is Monitoring? Looking into the process, going towards the target, right selection of beneficiaries Procedures are being followed according to the work plan Meeting our target or not (target monitoring), activity monitoring Continuous info collection/analysis/reporting for decision making Program is going in right direction as planned in the project document
Monitoring Systematic recording of  : Observations  Information gathering Analysis  Documentation Reflection and  Action………..re-planning
Monitoring
One line definition Monitoring is the recording  “ Whether right thing is being delivered to the right people at the right time in a right way (process)”
What is not Monitoring Policing/imposing Pointing out (but it is highlighting)
 
Don’t let the things happen in their own way……….
Report right thing at right time to the right person!!! DON’T JUST WRITE FOR FILES
 
Be the user of information not the owner!!!!!
Tools for Monitoring
Monitoring Tools  Staff meetings – Weekly, Monthly, Annual Partners meeting/Learning Forums (FGD, Surveys)/Retreat Participatory Reviews – Stakeholders Monitoring and Supervision Mission (Self/Donors/Joint) Progress reports/Statistics  Contd,
To ensure that inputs, activities and outputs proceed according to plan Determine whether the inputs are optimally utilized Ensuring all activities are carried out by the right people and in time To provide record of inputs, activities, and outputs To warn of deviations from objectives To assist managers in making decisions Monitoring should take place at and be integrated into all stages of the project cycle Goals of Monitoring
Evaluation
Evaluation Judging, appraising, determining the worth, value, or quality of a project to make necessary decisions. In terms of: Relevance Effectiveness Efficiency Sustainability Impact
Five Strategic Evaluation Questions Relevance:  The extent to which the objectives of a development intervention are consistent with beneficiaries´ requirements, and partner’s and donor’s policies.  Effectiveness :  doing right things Efficiency:  doing things right  Sustainability:  Meeting needs without compromising the ability of future generations to meet their needs  (project will continue after donors intervention) Impact :  Positive or negative, direct or indirect long-term impact produced by a development intervention.
Evaluation Provides Information Strategy:  Are the right things being done? Rationale or justification  impact Operations:  Are things being right? Effectiveness in achieving expected outcomes Efficiency in optimizing resources Client satisfaction  Learning:   Are there better ways? Alternatives Lessons learned
Formative evaluation Evaluation intended to improve performance, most often  conducted during the design  and/or  implementation phases   of projects or programs. Summative evaluation A study conducted  at the end of an intervention   to determine the extent to which anticipated  outcomes were produced .  Forms of Evaluation
Participatory evaluation Process based evaluation Outcome based evaluation Self-evaluation (360 degree evaluation) Goal-based evaluation  Types of Evaluation
Participatory evaluation Evaluation in which representatives of agencies and stakeholders work together in designing, carrying out and interpreting an evaluation . Process based evaluation An evaluation of the internal dynamics of a project, its policy instruments, its service delivery mechanisms, its management practices, and the linkages among these.   Types of Evaluation
Outcome based Evaluation it facilitates the asking if the organization is doing right activities to bring about the expected outcomes 360 degree  Evaluation (evaluation by planner & implementers) An evaluation by those who are entrusted with the design and delivery of a project. Goal based evaluation  Evaluating the extent to which projects are meeting predetermined goal / impact Types of Evaluation cont….
Relationship of Monitoring and Evaluation
Monitoring Recording  Analysis  Reporting  Corrective action at the operational level  Information  Recording  Recommendations  Analysis  Information  from other  sources Information from Monitoring  Affirmation or modification in objectives, resources, and process Relationship of Monitoring and Evaluation Evaluation
Difference between Monitoring and Evaluation
Objective Monitoring Evaluation To track changes from baseline conditions to desired outcomes. To validate what results were achieved, and how and why they were or were not achieved. Methodology Tracks and assesses  performance through analysis and comparison of indicators over time. Evaluates achievement or outcomes by comparing indicators before and after the intervention.  Involves Value Judgment Relies on monitoring data and information from external sources.
Characteristics Continuous and systematic by Programme/ Project Managers and key partners. Time-bound, periodic, in-depth. Internal or External evaluators and partners. Uses  Alerts managers about problems in performance, provides options for corrective actions and helps demonstrate accountability. Provides managers / Donors / stakeholders with strategy and policy options, provides basis for learning and demonstrates accountability.
Why M & E?
Why?  When?  Monitoring   Evaluation  Observe, check Record, account Day-to-day decisions Provide info for evaluation  Judge, & value Asses Major decisions Provide info for planning  During implementation  Continuous  Before or after  Periodic
Key Uses of M&E Improve performance of ongoing projects Accountability Warn of deviations from goals Review inputs, activities, and results Performance Reporting  Decision making Improving implementation Periodic review Improving planning
What to Monitor? Focus on key needs of management and different stakeholders Maintaining minimum accountability and transparency standard Key outputs of the project and program
Lessons Learnt There should be: No activities without records No records without analysis No analysis without learning No learning without action

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Monitoring & evaluation presentation[1]

  • 2.  
  • 5. A Project A unique set of activities with: Rationale Action plan Goal Beneficiaries Objectives Limited time frame Outputs Budget
  • 6. Assessment Project Cycle Design Implementation Evaluation Redesign Transition Identification Project Preparation Project Appraisal
  • 7. What is Monitoring? Looking into the process, going towards the target, right selection of beneficiaries Procedures are being followed according to the work plan Meeting our target or not (target monitoring), activity monitoring Continuous info collection/analysis/reporting for decision making Program is going in right direction as planned in the project document
  • 8. Monitoring Systematic recording of : Observations Information gathering Analysis Documentation Reflection and Action………..re-planning
  • 10. One line definition Monitoring is the recording “ Whether right thing is being delivered to the right people at the right time in a right way (process)”
  • 11. What is not Monitoring Policing/imposing Pointing out (but it is highlighting)
  • 12.  
  • 13. Don’t let the things happen in their own way……….
  • 14. Report right thing at right time to the right person!!! DON’T JUST WRITE FOR FILES
  • 15.  
  • 16. Be the user of information not the owner!!!!!
  • 18. Monitoring Tools Staff meetings – Weekly, Monthly, Annual Partners meeting/Learning Forums (FGD, Surveys)/Retreat Participatory Reviews – Stakeholders Monitoring and Supervision Mission (Self/Donors/Joint) Progress reports/Statistics Contd,
  • 19. To ensure that inputs, activities and outputs proceed according to plan Determine whether the inputs are optimally utilized Ensuring all activities are carried out by the right people and in time To provide record of inputs, activities, and outputs To warn of deviations from objectives To assist managers in making decisions Monitoring should take place at and be integrated into all stages of the project cycle Goals of Monitoring
  • 21. Evaluation Judging, appraising, determining the worth, value, or quality of a project to make necessary decisions. In terms of: Relevance Effectiveness Efficiency Sustainability Impact
  • 22. Five Strategic Evaluation Questions Relevance: The extent to which the objectives of a development intervention are consistent with beneficiaries´ requirements, and partner’s and donor’s policies. Effectiveness : doing right things Efficiency: doing things right Sustainability: Meeting needs without compromising the ability of future generations to meet their needs (project will continue after donors intervention) Impact : Positive or negative, direct or indirect long-term impact produced by a development intervention.
  • 23. Evaluation Provides Information Strategy: Are the right things being done? Rationale or justification impact Operations: Are things being right? Effectiveness in achieving expected outcomes Efficiency in optimizing resources Client satisfaction Learning: Are there better ways? Alternatives Lessons learned
  • 24. Formative evaluation Evaluation intended to improve performance, most often conducted during the design and/or implementation phases of projects or programs. Summative evaluation A study conducted at the end of an intervention to determine the extent to which anticipated outcomes were produced . Forms of Evaluation
  • 25. Participatory evaluation Process based evaluation Outcome based evaluation Self-evaluation (360 degree evaluation) Goal-based evaluation Types of Evaluation
  • 26. Participatory evaluation Evaluation in which representatives of agencies and stakeholders work together in designing, carrying out and interpreting an evaluation . Process based evaluation An evaluation of the internal dynamics of a project, its policy instruments, its service delivery mechanisms, its management practices, and the linkages among these.   Types of Evaluation
  • 27. Outcome based Evaluation it facilitates the asking if the organization is doing right activities to bring about the expected outcomes 360 degree Evaluation (evaluation by planner & implementers) An evaluation by those who are entrusted with the design and delivery of a project. Goal based evaluation Evaluating the extent to which projects are meeting predetermined goal / impact Types of Evaluation cont….
  • 28. Relationship of Monitoring and Evaluation
  • 29. Monitoring Recording Analysis Reporting Corrective action at the operational level Information Recording Recommendations Analysis Information from other sources Information from Monitoring Affirmation or modification in objectives, resources, and process Relationship of Monitoring and Evaluation Evaluation
  • 31. Objective Monitoring Evaluation To track changes from baseline conditions to desired outcomes. To validate what results were achieved, and how and why they were or were not achieved. Methodology Tracks and assesses performance through analysis and comparison of indicators over time. Evaluates achievement or outcomes by comparing indicators before and after the intervention. Involves Value Judgment Relies on monitoring data and information from external sources.
  • 32. Characteristics Continuous and systematic by Programme/ Project Managers and key partners. Time-bound, periodic, in-depth. Internal or External evaluators and partners. Uses Alerts managers about problems in performance, provides options for corrective actions and helps demonstrate accountability. Provides managers / Donors / stakeholders with strategy and policy options, provides basis for learning and demonstrates accountability.
  • 33. Why M & E?
  • 34. Why? When? Monitoring Evaluation Observe, check Record, account Day-to-day decisions Provide info for evaluation Judge, & value Asses Major decisions Provide info for planning During implementation Continuous Before or after Periodic
  • 35. Key Uses of M&E Improve performance of ongoing projects Accountability Warn of deviations from goals Review inputs, activities, and results Performance Reporting Decision making Improving implementation Periodic review Improving planning
  • 36. What to Monitor? Focus on key needs of management and different stakeholders Maintaining minimum accountability and transparency standard Key outputs of the project and program
  • 37. Lessons Learnt There should be: No activities without records No records without analysis No analysis without learning No learning without action

Editor's Notes

  • #22: [pfihg[pdk[srip[ps