M& e slide share

How to develop effective

monitoring & Evaluation Plan

Amutha Pannerselvam

Understand the terminology

Monitoring: Monitoring refers to setting targets and milestones to

measure progress and achievement, and whether the inputs

are producing the planned outputs.

“In other words, monitoring sees whether the project is

consistent with the design”

Evaluation: Evaluation is a structured process of assessing the success

of a project in meeting its goals and to reflect on the lessons

learned.

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Difference between M & E

The key difference between

monitoring and evaluation is,

evaluation is about placing a value

judgment on the information gathered

during a project, including the

monitoring data.

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Need of M&E

To assess whether a project has achieved its intended goals

To understand how the project has achieved its intended purpose, or why it may not have done so

To identify how efficient the project was in converting resources (funded and in-kind) into activities, objectives and goals

To assess how sustainable and meaningful the project was for participants

To inform decision makers about how to build on or improve a project.

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Elements of M&E/ Points being

considered in M&E process Activities

Efficiency

Effectiveness

Impact

Qualitative

Quantitative

Outcome

Relevance

Sustainability

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Key principles in M&E

Qualitative as well as

quantitative

Both dimension of participation must be included in the

evaluation in order for the outcome to be fully understood

Dynamic as opposed to

static

The evaluation of participation demands that the entire process

over a period of time be evaluated and not merely a snapshot.

Conventional ex post facto evaluation, therefore, will not be

adequate

Central importance of

monitoring

The evaluation of a process of participation is impossible

without relevant and continual monitoring. Indeed monitoring is

the key to the whole exercise and the only means by which the

qualitative descriptions can be obtained to explain the process

which has occurred

Participatory evaluation In the entire evaluation process, the people involved in the

project have a part to play; the people themselves will also

have a voice

Source: UNDP guide for

M&E

Types of Evaluation based on

process In broader we can divide evaluation as internal

evaluation, external evaluation and self evaluation

Internal evaluation :

Evaluation by individuals who belong to the

management of the donor or implementing

organization

External evaluation

Evaluation by institutions/individuals who belong

neither to the donor nor to the implementing

organization

Self evaluation:

Evaluation by the professionals who implement the

activities Amutha Pannerselvam

Types of evaluation based on

character Evaluation can be characterized as

being either formative or summative

and goal based evaluation .

Broadly, formative evaluation looks at

what leads to an intervention working

(the process), whereas summative

evaluation looks at the short-term to

long-term outcomes of an intervention

on the target group.

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Formative evaluation

Formative evaluation takes place in

the lead up to the project, as well as

during the project in order to improve

the project design as it is being

implemented (continual improvement).

Formative evaluation often lends itself

to qualitative methods of inquiry.

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Summative evaluation

Summative evaluation takes place during

and following the project implementation,

and is associated with more objective,

quantitative methods. The distinction

between formative and summative

evaluation can become blurred.

Generally it is important to know both

how an intervention works, as well as if it

worked. It is therefore important to

capture and assess both qualitative and

quantitative data.Amutha PAnnerselvam

Goal based evaluation

Evaluation has typically involved

measuring whether predetermined

targets have been met. You may be

familiar with the term ‘SMART’

(Specific, Measurable, Attainable,

Relevant, and Timely) targets. These

type of targets fall under the banner of

goals-based evaluation

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Types of evaluation

Formative Summative

Type of

Evaluation

Proactive Clarificative Interactive Monitoring Outcome

When to use Pre-project Project

development

Project

implementation

Project

implementation

Project

implementation

and post-project

Why use it? To understand or

clarify the need

for the project

To make clear

the theory of

change that the

project is based

on

To improve the

project’s design

(continual

improvement) as

it is rolled out

To ensure that

the project

activities are

being delivered

efficiently and

effectively

To assess

whether the

project has met

its goals,

whether there

were any

unintended

consequences,

what were the

learning's, and

how to improve

Source: Owen& Rogers 1999

A route map which helps you in

M&E Consensus about the Project Concept◦ OBJECTIVES drives you towards the

direction of the journey to achieve the project goal

◦ ACTIVITIES leads you to achieve the changes

◦ INDICATORS helps us to recognise that changes took place

◦ RESOURCES & RISK analyse the conditions needed for successful implementation

It is nothing than a “LOGICAL FRAMEWORK”

Amutha Pannerselvam

What is a logical frame matrix

Project

description

Objectively

verifiable

Indicators

Source of

verification

Assumptions/

Risks

Goal

Purpose

Outputs

Activities

What MUST we monitor and

evaluate in a project ?

All indicators in the

LFA must be

monitored and

evaluated regularly.

They are the base

for the Annual

Report!

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Project evaluation cycle

Source: TORQAID Project

Management Cycle

Participatory evaluation

Refers to all project

stakeholders,

particularly the

target group

involved in a

project evaluation.

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Evaluation can happen at any

time

It is not just happens

at the end of the

project

It can also happen

before project

starts and during

the project life

That would

be

summative

evaluation

That would

be

formative

evaluation

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Evaluation is all about .......

24/01/2015 Workshop M&E 19

Learning and accountability

Monthly wise activity plan for the approved project

Key

program

Key

activity Methodology Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec

Out

come

Responsible

person/prime

mover

Template for internal/self M&E during the project period

Model-1

Template for M&E model-2Evaluatio

n

Monitoring Evaluation

Broad

evaluation

question

What

do we

want to

know

(Monit

oring

questio

ns)

How we

will know

it?

(Indicato

rs)

Where

will the

data

come

from?

(Data

source)

Who will

capture

the

data?

(Respon

sibility)

When

will data

be

captured

? (Time

frame)

Estimate

d cost

Who will

be

involved

?

How will

be it

reported

?

When

will the

evaluatio

n occur?

(Time

frame)

Thank you

1/24/2015 Amutha Pannerselvam