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Monitoring & evaluation presentation[1]


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Monitoring & evaluation presentation[1]

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