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Evaluating impact of OVC
programs: standardizing our
         methods
          Jenifer Chapman, PhD
   Futures Group/MEASURE Evaluation
Overview

 Evaluation vs. monitoring vs. case management
 Update on the MEASURE Evaluation OVC
  program evaluation tool
 Key questions
Evaluation vs. monitoring vs. case
    management
    Case management questions
       What are the child’s immediate priority needs?
          Is child in school now?
       Have earlier priority needs abated?
    Monitoring questions
       How many children are receiving services?
       How many social workers have been trained?
       Is the program being implemented as planned?

3
Evaluation vs. monitoring vs. case
    management
    Evaluation questions:
        Did program beneficiaries show improved well-
         being over time?
           What proportion of households are food secure,
            compared to 5 years ago?
        Can improvements in well-being be attributed to
         the program?




4
Tools for answering these
questions
 We have case management tools, and
  monitoring tools…
   We lack a standardized approach and tool for
    evaluating the impact of OVC programs globally
An evaluation tool, in context
 Purpose: To assess the impact of a program (on
  child/household wellbeing) over time
 Who uses it?: Trained data collectors /
  researchers
 Among whom is it applied?
    A sample of beneficiaries
    Sometimes a matched group of potential
     beneficiaries
What is an evaluation tool?
 What information is collected?
    Client contact information / demographics
    Wellbeing information that is changeable over time
    Services provided
 Information must be useful at program/national
  level (different information than needed for case
  management/care planning)…
Evaluation protocols

     Evaluation requires a protocol detailing:
        Sampling and recruitment strategy
        Data collection procedures
        Data management and data analysis
        Dissemination
     Ethical approval is required. Evaluation is not
      part of routine QI involving service providers.



8
MEASURE Evaluation OVC
    Program evaluation toolkit




9
The problem
     Lack of standardized, objectively verifiable,
     impact indicators of child wellbeing




10
The vision
      Quantitative child outcomes and household
       outcomes measurement tools, valid across
       countries at the population level
         With survey protocol, analysis plan and report
          template, and training materials
      Progress:
        final shortlist of 12 child & 3 caregiver/HH impact
         indicators
        Draft tools in discussion
        Piloting in Nigeria, Mozambique, Zambia & Ethiopia

11
Methods
 Extensive research (lit reviews, international/national child
  wellbeing tools and indicators, OVC program evaluation
  tools, national OVC M&E plans, DHS, etc.)
    Result: 100s of child & household wellbeing indicators
 Indicator analysis against defined criteria & wide
  stakeholder discussions
    Result: shortlist of indicators
Inclusion criteria
     1. Measures impact/outcomes
     2. Amenable to change from program interventions
     3. Relevant across a wide range of interventions
     4.   Contributes to a holistic vision of child wellbeing
     5.   Objectively verifiable
     6.   Easy to implement
     7.   Relevant across different regions / countries
     8.   Relevant or easily adapted across age and sex



13
12 Child wellbeing indicators

     1. Percent of children malnourished
        6-59 months old: measurement of middle-upper
         arm circumference (MUAC)
        >60 months old: measurement of weight and
         height
     2. Percent of children with recent diarrhea
        Have you / has the child had diarrhea in the two
         weeks preceding the survey?


14
12 Child wellbeing indicators

     3. Percent of children with recent fever
        Have you / has the child had a fever in the two
         weeks preceding the survey?
     4. Percent of children who are too sick to
        participate in daily activities
        In the last 2 weeks, have you / has the child been
         too sick to participate in daily activities?




15
12 Child wellbeing indicators

     5. Percent of children reporting irregular food
        intake
        Have you / has the child gone a whole day or night
         without eating in the last 4 weeks?
     6. Percent of children fully immunized
        Has child received all age-appropriate
         immunizations?




16
12 Child wellbeing indicators

     7. Percent of children with basic shelter
        Is the place that you / the child slept last night
         protected from the weather?
     8. Percent of children with basic social support
        Is there someone you / the child can go to, to help
         solve a problem?




17
12 Child wellbeing indicators

     9. Percent of children who have a birth
        certificate / identification card
         Does the child have a birth certificate or
          registration / ID card?
     10. Percent of children currently enrolled in
         school
         Are you / is the child currently enrolled in school?




18
12 Child wellbeing indicators

     11. Percent of children regularly attending
         school
        During the last school week, did you / the child
         miss any school days for any reason?
     12. Percent of children who progressed in
         school over time
        What is the highest level of education you have /
         the child has completed?


19
3 Household wellbeing indicators

     1. Percent of households in which caregiver
        reports basic social support
        Is there someone you can go to, to help solve a
         problem?
     2. Percent of households that are food
        insecure due to lack of resources
        In the past 4 weeks, was there ever no food to eat
         of any kind in your household because of a lack of
         resources to get food?

20
3 Household wellbeing indicators
     3. Percent of households able to access
        money to meet important family needs
        If you needed money to meet an important family
         need, such as to pay for school fees, pay for
         transportation, or purchase for food, how would
         you pay? (smaller expenses)
        If you needed money to meet an important family
         need, such as to pay for a family emergency, pay
         for a house repair, or pay for medical treatment,
         how would you pay? (larger expenses)

21
And the tool?

 Indicators form the basis of two tools:
   1. Child questionnaire (ages 10-17)
   2. Caregiver questionnaire (including questions on
      caregiver wellbeing, household, child wellbeing)
 Draft tools available Autumn 2012
 Tools will be piloted in Autumn/Winter 2012
 Final tools & guidance documents available
  mid-2013
For discussion
      PSS and HES indicators – your experience,
       please!
      Methodological fine points (or not so fine
       points)…what works, what does not?
      How is your organization currently evaluating
       programs?
         How will this tool support you in evaluation?
         What more is needed?



23
The research presented here has been supported by the
President’s Emergency Plan for AIDS Relief (PEPFAR)
through the United States Agency for International
Development (USAID) under the terms of MEASURE
Evaluation cooperative agreement GHA-A-00-08-00003-
00. Views expressed are not necessarily those of
PEPFAR, USAID or the United States government.
MEASURE Evaluation is implemented by the Carolina
Population Center at the University of North Carolina at
Chapel Hill in partnership with Futures Group, ICF
International, John Snow, Inc., Management Sciences for
Health, and Tulane University.
Round-up
Our Community of Practice

 There is lots going on in OVC M&E but cross-
  country dialogue is lacking
 ChildStatusNet is being revamped as an OVC
  M&E Community of Practice (or even M&E of
  community-based interventions)
   Forum to exchange ideas & share tools /
    indicators / methods
   Regular webinars with guest speakers
For more information, contact:


 Jenifer Chapman: jchapman@futuresgroup.com
    Karen Foreit: kforeit@futuresgroup.com


       http://www.cpc.unc.edu/measure/

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Evaluating impact of OVC programs: standardizing our methods

  • 1. Evaluating impact of OVC programs: standardizing our methods Jenifer Chapman, PhD Futures Group/MEASURE Evaluation
  • 2. Overview  Evaluation vs. monitoring vs. case management  Update on the MEASURE Evaluation OVC program evaluation tool  Key questions
  • 3. Evaluation vs. monitoring vs. case management Case management questions  What are the child’s immediate priority needs?  Is child in school now?  Have earlier priority needs abated? Monitoring questions  How many children are receiving services?  How many social workers have been trained?  Is the program being implemented as planned? 3
  • 4. Evaluation vs. monitoring vs. case management Evaluation questions:  Did program beneficiaries show improved well- being over time?  What proportion of households are food secure, compared to 5 years ago?  Can improvements in well-being be attributed to the program? 4
  • 5. Tools for answering these questions  We have case management tools, and monitoring tools…  We lack a standardized approach and tool for evaluating the impact of OVC programs globally
  • 6. An evaluation tool, in context  Purpose: To assess the impact of a program (on child/household wellbeing) over time  Who uses it?: Trained data collectors / researchers  Among whom is it applied?  A sample of beneficiaries  Sometimes a matched group of potential beneficiaries
  • 7. What is an evaluation tool?  What information is collected?  Client contact information / demographics  Wellbeing information that is changeable over time  Services provided  Information must be useful at program/national level (different information than needed for case management/care planning)…
  • 8. Evaluation protocols  Evaluation requires a protocol detailing:  Sampling and recruitment strategy  Data collection procedures  Data management and data analysis  Dissemination  Ethical approval is required. Evaluation is not part of routine QI involving service providers. 8
  • 9. MEASURE Evaluation OVC Program evaluation toolkit 9
  • 10. The problem Lack of standardized, objectively verifiable, impact indicators of child wellbeing 10
  • 11. The vision  Quantitative child outcomes and household outcomes measurement tools, valid across countries at the population level  With survey protocol, analysis plan and report template, and training materials  Progress:  final shortlist of 12 child & 3 caregiver/HH impact indicators  Draft tools in discussion  Piloting in Nigeria, Mozambique, Zambia & Ethiopia 11
  • 12. Methods  Extensive research (lit reviews, international/national child wellbeing tools and indicators, OVC program evaluation tools, national OVC M&E plans, DHS, etc.)  Result: 100s of child & household wellbeing indicators  Indicator analysis against defined criteria & wide stakeholder discussions  Result: shortlist of indicators
  • 13. Inclusion criteria 1. Measures impact/outcomes 2. Amenable to change from program interventions 3. Relevant across a wide range of interventions 4. Contributes to a holistic vision of child wellbeing 5. Objectively verifiable 6. Easy to implement 7. Relevant across different regions / countries 8. Relevant or easily adapted across age and sex 13
  • 14. 12 Child wellbeing indicators 1. Percent of children malnourished  6-59 months old: measurement of middle-upper arm circumference (MUAC)  >60 months old: measurement of weight and height 2. Percent of children with recent diarrhea  Have you / has the child had diarrhea in the two weeks preceding the survey? 14
  • 15. 12 Child wellbeing indicators 3. Percent of children with recent fever  Have you / has the child had a fever in the two weeks preceding the survey? 4. Percent of children who are too sick to participate in daily activities  In the last 2 weeks, have you / has the child been too sick to participate in daily activities? 15
  • 16. 12 Child wellbeing indicators 5. Percent of children reporting irregular food intake  Have you / has the child gone a whole day or night without eating in the last 4 weeks? 6. Percent of children fully immunized  Has child received all age-appropriate immunizations? 16
  • 17. 12 Child wellbeing indicators 7. Percent of children with basic shelter  Is the place that you / the child slept last night protected from the weather? 8. Percent of children with basic social support  Is there someone you / the child can go to, to help solve a problem? 17
  • 18. 12 Child wellbeing indicators 9. Percent of children who have a birth certificate / identification card  Does the child have a birth certificate or registration / ID card? 10. Percent of children currently enrolled in school  Are you / is the child currently enrolled in school? 18
  • 19. 12 Child wellbeing indicators 11. Percent of children regularly attending school  During the last school week, did you / the child miss any school days for any reason? 12. Percent of children who progressed in school over time  What is the highest level of education you have / the child has completed? 19
  • 20. 3 Household wellbeing indicators 1. Percent of households in which caregiver reports basic social support  Is there someone you can go to, to help solve a problem? 2. Percent of households that are food insecure due to lack of resources  In the past 4 weeks, was there ever no food to eat of any kind in your household because of a lack of resources to get food? 20
  • 21. 3 Household wellbeing indicators 3. Percent of households able to access money to meet important family needs  If you needed money to meet an important family need, such as to pay for school fees, pay for transportation, or purchase for food, how would you pay? (smaller expenses)  If you needed money to meet an important family need, such as to pay for a family emergency, pay for a house repair, or pay for medical treatment, how would you pay? (larger expenses) 21
  • 22. And the tool?  Indicators form the basis of two tools: 1. Child questionnaire (ages 10-17) 2. Caregiver questionnaire (including questions on caregiver wellbeing, household, child wellbeing)  Draft tools available Autumn 2012  Tools will be piloted in Autumn/Winter 2012  Final tools & guidance documents available mid-2013
  • 23. For discussion  PSS and HES indicators – your experience, please!  Methodological fine points (or not so fine points)…what works, what does not?  How is your organization currently evaluating programs?  How will this tool support you in evaluation?  What more is needed? 23
  • 24. The research presented here has been supported by the President’s Emergency Plan for AIDS Relief (PEPFAR) through the United States Agency for International Development (USAID) under the terms of MEASURE Evaluation cooperative agreement GHA-A-00-08-00003- 00. Views expressed are not necessarily those of PEPFAR, USAID or the United States government. MEASURE Evaluation is implemented by the Carolina Population Center at the University of North Carolina at Chapel Hill in partnership with Futures Group, ICF International, John Snow, Inc., Management Sciences for Health, and Tulane University.
  • 26. Our Community of Practice  There is lots going on in OVC M&E but cross- country dialogue is lacking  ChildStatusNet is being revamped as an OVC M&E Community of Practice (or even M&E of community-based interventions)  Forum to exchange ideas & share tools / indicators / methods  Regular webinars with guest speakers
  • 27.
  • 28. For more information, contact: Jenifer Chapman: jchapman@futuresgroup.com Karen Foreit: kforeit@futuresgroup.com http://www.cpc.unc.edu/measure/