VC M&E Module 7 - Conducting a Reality Check
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This document provides guidance on conducting a reality check of a value chain monitoring and evaluation system. It outlines a 3-step process: 1) organize existing client and contributor information, 2) fill out a reality check tool assessing if the M&E system aligns with client needs and contributor capacity, and 3) finalize the tool and revise the M&E system as needed. The reality check tool compares the M&E system to client priorities, data expectations, and format preferences as well as contributor time availability, tool alignment with resources, and incentives. Any mismatches require discussion to determine implications and overcome issues. Once agreement is reached, indicator sheets are updated to reflect the functioning M&E system.
VC M&E Module 7 - Conducting a Reality Check
- 1. VALUE CHAIN MONITORING AND EVALUATION GUIDE MODULE 7 Conducting a Reality Check
- 2. GETTING STARTED 1 May 22, 2012
- 3. GETTING STARTED 2 May 22, 2012
- 4. MATERIALS / INPUTS RECOMMENDED M&E Client Information Needs Worksheet (from Mod 1) M&E System Resources and Capacity Assessment Sheets (from Mod 3) M&E System Indicator Information Sheet (from Mod 6) Reality Check-box Tool (below) 3 May 22, 2012
- 5. STEP-BY-STEP GUIDE • Organize your Information and Seed the Reality Check-box Tool 1 • Fill Out the M&E Reality Check-Box Tool 2 • Finalize the Reality Check-Box Tool and Revise M&E System as 3 Appropriate 4 May 22, 2012
- 6. STEP-BY-STEP GUIDE: STEP 1 Purpose •Designed to provide a quick snapshot of the M&E system’s feasibility •Based on decisions already made and tools already developed 5 May 22, 2012
- 7. STEP-BY-STEP GUIDE: STEP 1 COMPLETING STEP 1 • Use the Reality Check-box Tool below to list the priority M&E clients from Mod 1 • Priority being those ranked “High Relevance, High Power” Reality Check-Box – Clients Is the data plan Is data plan Are the formats we will If “No” for any aligned with client aligned with client use aligned with client question, what are the Clients expectations for priorities (impact, expectations and implications for M&E accuracy and outcome, etc.)? preferences? System? frequency? Donor Field staff Project Manager Minister of Agriculture 6 May 22, 2012
- 8. STEP-BY-STEP GUIDE: STEP 1Completing Step 1 •Using data From the “Responsible for Data Collection” column in the M&E System Indicator Information Sheet, fill in the contributor column Reality Check-Box – Contributors Will the contributor Are there incentives in have enough time to Are the tools and place to ensure that the If “No” for any question, gather the expected processes aligned with Contributors contributors will adequately what are the implications data at the frequency contributor resources and prioritize this aspect of for M&E System? and degree of capacity? their job? accuracy required? Field staff M&E coordinator Field coordinator Participants Lead firm partners 7 Evaluation partner May 22, 2012
- 9. STEP-BY-STEP GUIDE • Organize your Information and Seed the Reality Check-box Tool 1 • Fill Out the M&E Reality Check-Box Tool 2 • Finalize the Reality Check-Box Tool and Revise M&E System as 3 Appropriate 8 May 22, 2012
- 10. STEP-BY-STEP GUIDE: STEP 2 Fill in the boxes with a Yes or No: Clients of the M&E System: Contributors to the M&E System: Is data plan aligned with client Will the contributor have enough time priorities (impact, outcome, etc.)? to gather the expected data at the frequency and degree of accuracy Is the data plan aligned with client required? expectations for accuracy and Are the tools and processes aligned frequency? with contributor resources and Is the format aligned with client capacity? expectations and preferences? Are there incentives in place to ensure that contributors will adequately prioritize this aspect of their job? Any “No” response requires a discussion of how to overcome! 9 May 22, 2012
- 11. STEP-BY-STEP GUIDE • Organize your Information and Seed the Reality Check-box Tool 1 • Fill Out the M&E Reality Check-Box Tool 2 • Finalize the Reality Check-Box Tool and Revise M&E System as 3 Appropriate 10 May 22, 2012
- 12. STEP-BY-STEP GUIDE: STEP 3 Continue to revise and update the system until it aligns with the resources, capacity, incentives and interests of all M&E clients and contributors. Once agreement has been reached, update the Indicator Information Sheet as appropriate to reflect how the M&E system will function. 11 May 22, 2012
- 13. QUESTIONS ? COMMENTS ? 12 May 22, 2012
- 14. Want to Learn More? Multiple ways to continue the discussion and continue learning: • Initiate a monthly session on the M&E guide and case studies from across CARE. Contact cpennotti@care.org • Join the Market Engagement Community of Practice on LinkedIn. • Join a task force to review and refine the universal 13 indicators. Contact nardi@careinternational.org May 22, 2012