and supervision. The LfS site highlights on-line resources for those working with complex issues. Before collecting data, it is a good idea to discuss these questions as a team: The golden rule to follow here is to collect fewer useful data properly than a lot of data poorly. support systems, Yearly budgets are assigned to the systems. This cookie is set by GDPR Cookie Consent plugin. Thanks for your comment, Michael. Would we need to outsource a particular segment of the evaluation to an external party? This section provides links to guides and tips for facilitation and ways of collaborating in on-line meetings and events. 6D{MC:#[{)!~p wR&o\ ?yxxJQC^J5 q{sHd}<=*XI2|vR0BTGyF=H4aVg|4Q1{@O`9oByQkz(MaqcKzFBISx(f+|$mEwk
F}vihty},~0P88XMF0i[Y/WEVfE&t> Analytical cookies are used to understand how visitors interact with the website. The M&E plan template bytools4devis licensed under aCreative Commons Attribution-ShareAlike 3.0 Unported License. Both sets of plans are best developed in conjunction with the people who will carry them out, as they are then more likely to actually do so. etc. Needs: What is the difference between desired and actual provider performance? A good mix of. Who will be responsible for data collection and analysis? extent are key stakeholders providing support and involvement needed to achieve In simple words, an M&E plan is like a roadmap that describes how you will monitor and evaluate your program, as well as how you intend to use evaluation results for project improvement and decision making. Would you like to learn more about indicators? Reporting should aim to map such a path, between the immense complexity, and the answers. Find out how and when to transform your M&E vision into implementation, when to design an M&E framework, how to collect useful data, how to disseminate and utilise results, and more. But a theory of change goes further, specifying how to create a range of conditions that help programmes deliver on the desired outcomes. M&E experts suggest allocating approximately 5 to 10 percent of total project costs for M&E programming. Identifying monitoring and evaluation questions. By fostering good participation in planning, monitoring and evaluation we can support empowerment, motivation and strengthened relationships. As the diagram below shows different evaluation types/approaches can be used to measure different parts of the overall project or change initiative. By clicking Accept All, you consent to the use of ALL the cookies. This cookie is set by GDPR Cookie Consent plugin. How well are the activities being implemented? Monitoring and implementation should take place side-by side with monitoring teams continually ensuring that the programme work is consistent in quality such that the data gathered is reliable, with the implementation team providing feedback where certain things about how the work is done might need to change due to circumstances. of the implementation team), To assess immediate outcomes of training and non-training activities, Number of professional and nonprofessional providers who achieve cut-off materials, Adequacy of venue (e.g., sufficient space for practica), Training team (with PI Leader and project coordinator), Number of supervisory visits in a given time period, Project records and interviews with providers, To assess project implementation (timing or quality of deployment/use This type of thinking will help to define your funding cycles, fundraising, and the overall life span of the work you are doing. You are creating your Theory of Change. Identifying project goals, objectives and inputs/activities. These tools make reporting so much easier and help organisations to provide more clarity on their progress and ensure transparency and accountability at all levels. of workshop, use of adult teaching methodologies, appropriateness of Want to know how to prepare your dataset for analysis? A framework also articulates the external and internal elements that could affect the projects success. The first step is to define the main problem that all the team members mutually agree upon and visualise it on a flip-chart or a white board as the trunk of a tree. HUrF~d\-)"2$G'b{Hbc9}-t4CbX>\$_)re_2qx{6}O`3Vp:7FD@F! ), Number of service delivery points with at least two trained/refreshed Piroska has worked on a range of international development programs involving local NGOs, international NGOs, UN agencies and government. Statistical tools are most frequently used to try and show directions and intensity of causation (be cautious about applying these to complex problems though). FP/RH counseling and referral according to standards set by MOH (e.g., team), Number of persons trained who met selection criteria (education, years track how successful program activities have been at achieving project objectives. Necessary cookies are absolutely essential for the website to function properly. Once you have the high-level theory; the story behind the change well-defined, then it is time to explore the technical aspects of the work you are doing, and to define incrementally how specific, observable occurrences, which form the basis of the evidence of the change youre creating, can be counted and mapped to record the change taking place. at work, profession/occupation, work site, etc. service access and quality? You can find Print and PDF icons on the bottom left of the article to print or download it. At this stage, it is also good to revisit the fund allocation for the evaluation and see if our plan fits well within the available budget and resources. Planning, monitoring and evaluation are at the heart of a learning-based approach to management. What are the main components of m. And e plan. These cookies ensure basic functionalities and security features of the website, anonymously. Impacts: To what extent have desired strategic results been achieved? What needs to be in place, before your activities will be able to achieve the change to hope to see? The M&E should ideally form a kind of critical dialogue, which upholds the reality of beneficiaries, and the complex context at the forefront. Different types of evaluations answer different questions. A framework increases understanding of the projects goals and objectives and defines the relationships between factors key to implementation. performance gap has been closed as a result of project interventions, Evaluate the extent to which organization uses training and supportive It is useful to think of five main strands that support the process. Are there changes in A growing challenge for managers in our complex world is to step beyond a narrow operational focus that deals with individual technical aspects, and engage more meaningfully with a range of partners and key stakeholders through improved communication and engagement activities. The site framework has been developed through the course of my work and indicated resources are open access and freely available. Indicators quantify and simplify phenomena, and help us understand and make sense of complex realities. Unlike the theory of change, a LogFrame or a. focuses only on one specific pathway that a project deals with and creates a neat and orderly structure for it. Achieving collaborative, business/environmental or personal goals requires effective planning and follow-through. We use cookies on our website to give you the most relevant experience by remembering your preferences and repeat visits. !#PBjKXy2c/CBo$ZBXZ!K?+Si 6ONI'aHjy2,/SIcx@Y
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Outputs: Have service providers acquired new knowledge and skills as Data sources could be participants themselves, literature, national statistics, the whole community, individual homes or anyone or anything that can help to generate the relevant data. Likewise, it is also recommended to start thinking about the potential risks and unexpected circumstances that might arise during project implementation, for eg., any reluctance on the key players part for cooperation etc. set by MOH, Number of obstetrical emergencies referred/attended, Follow up six to eight months after providers have received training and What are the most relevant methods and tools to collect new data? Before we begin, it is essential to understand the rationale behind developing the M&E plan, the key elements that will be included and the steps required in developing it. The cookie is used to store the user consent for the cookies in the category "Performance". providers, Percent of providers that have received greater than two supportive Consider your assumptions. Visualization software can be extremely helpful to provide graphical analysis of your data. What Do International Development Consultants Earn? These three types of M&E frameworks are widely used in the development and humanitarian sectors: These three frameworks may have some differences in practice, but there are also some common elements that run through them, like the need for the identification and involvement of key stakeholders; the need for well-defined goals, objectives, activities and outputs, the same general purpose of describing how the project will lead to results and the need for ongoing monitoring and evaluation. These instruments will form the very basis of the information you will have to describe the change you have created and ultimately to determine whether your programme was a success. Although you will have spend a great deal of time on the theory, remember that the data may tell an entirely different story. Please feel free to reach out to us. Keep a base set, and each time you revisit it, think of another way you might look at it. Effects: To what extent did the indicators showing the difference between for the two years of the pilot project, Project coordinator (with assistance from PI leader and other To identify desired and actual service provider performance related to The project will thus be designed based on the need for a certain assumed intervention. The M&E questions also allow the managers to gauge the relevance, effectiveness, impact and contributions of the interventions at different stages of the project life-cycle. Thus, the M&E work plan should include an effective strategy for internal dissemination of data among the project team, as well as wider dissemination among stakeholders, donors and external audiences. How satisfied are clients with performance improvements? Article by: Chandani Lopez Peralta, Content Marketing Manager at TolaData. Inputs: Have correct, sufficient and appropriate PI interventions been What is a good way to determine the most relevant source of monitoring data? Once youre clear on the need to be addressed, it is a good idea to conduct extensive research on similar projects addressing similar needs, exploring the lessons learnt and reporting. Explore different types of analysis; think about whether youre looking for overall reach, or whether the analysis is looking to identify some kind of causation. Workshopping a theory of change using the language of results, and then researching around the salient points that emerge is one way of doing this, and ensuring the breadth and depth of the work. Also, data must be reported so that it can increase knowledge and make contributions to the related field for the future projects and practices to be more effective. measure the long term goals or impacts of a project. This is another important step to include while planning a project because defining the roles of project staff members and stakeholders early on will clarify who would be in charge of what activities, including communications, project management, project design and implementation, data collection, data analysis, reporting etc. You can subscribe here. Before we begin the groundwork of M&E plan, it is essential to understand where we need to go and how we are going to get there. implement and evaluate selection, training and supervision/job aids systems We also use third-party cookies that help us analyze and understand how you use this website. The donor has provided a template for you to use (in which case use their template). Often people talk about logic models and theory of change processes interchangeably, Logic models such as the ones above connect programmatic activities to client or stakeholder outcomes. We hope our step-by-step guide will serve as a helpful roadmap to develop and implement monitoring and evaluation that is relevant, effective, timely, and credible. Most data will be continuously gathered by the program, while others at certain intervals. Results monitoring focusses on whether you are getting where you want to go, while process monitoring focusses on how efficiently you are getting there. Get to know your data. Do you need buy-in from your beneficiaries and what might this look like? Impact really is a story. However, to achieve change policy makers and others need to be aware of the characteristics of complex social systems, and what these mean for the design of constructive interventions. Thank you very much for supporting our work. }=tJX\~# Developing M&E is a process which is integrated with conceptualizing the project implementation itself. She holds a Ph.D. in public health, has published articles in several journals, and was a speaker at, Monitoring and evaluation (M&E) plan template, Creative Commons Attribution-ShareAlike 3.0 Unported License, Top Paying Jobs You Can Get With a Development Studies Degree. Although real solutions may lie in truly novel work, there is a lot to be said for starting from an understanding of what has and what has not worked in similar contexts. You can also find out more about the Learning for Sustainability site's 20 year history. of inputs), Training activities completed according to implementation plan, Supervision protocols distributed to supervisors one month before Indicators in this regard may be either qualitative or quantitative, and a combination of the two is often best. "40EK@[l#JDZ@V6v
B$ fvL;}73 `{@/; lc8/}f9 learning and conducive job environment, To assess the community context and FP/RH behavior in the project area What risk indicators and outputs in designing an M&E Plan. designed? Your email address will not be published. once the Performance Needs Assessment is finalized and interventions are selected Most data will be continuously gathered by the program, while others at certain intervals. This includes the indicators, who is responsible for collecting them, what forms and tools will be used, and how the data will flow through the organisation. These indicators help us get clarity on whether activities are being implemented as planned. and sequenced. These indicators help us get clarity on whether activities are being implemented as planned. It will serve its purpose. Roles and responsibilities for each component of the work plan should also be clearly explained. In this way logic models can be seen to support both planning and evaluation. These can include setting out the right kinds of partnerships, types of forums, particular kinds of technical assistance, and tools and processes that help people operate more collaboratively and be more results focused. All other content is tools4dev. Spend time on this, and consider this very carefully in the context of the type of overall evaluation approach you are using. The plan should also articulate what format will be used to share the findings formal meetings with donors and stakeholders, written reports, oral presentations, program materials or community and stakeholder feedback sessions. Out of these, the cookies that are categorized as necessary are stored on your browser as they are essential for the working of basic functionalities of the website. It has helped me a lot. Once the programs goals and objectives are defined and an outline of an M&E framework is in place, it is time to define indicators for tracking progress towards achieving those goals. Have supervisory visits and work environment improvements How you ultimately compile the reporting will depend on the M&E methods you have chosen and on the project success. Planning, monitoring and evaluation form a natural structure for social learning. score for FP/RH knowledge and skills, Number and percent of supervisory visits per supervisor in relation HU[PW> HDAniDM0*A*TD(`*ZU With the broader monitoring and evaluation context there are a number of framings that will influence the final approaches chosen. results? To identify desired and actual organizational performance related to RH Our intention is to help you plan your M&E more strategically, so that your project can achieve the intended results. For more complex projects, or organisations with multiple projects, this M&E plan template may be more appropriate. What he meant by this is that even the same experiment at a different time is a different experiment. Click here. ), Number of FP/RH clients who indicate satisfaction with FP/RH services. We have tried to lay out the most common components of an M&E plan but every project is different, so you will have to adapt your M&E plan accordingly. and how it supports or hinders delivery of community-level FP/RH services, Yearly contraceptive discontinuation rates, Existence of trained TBAs and Community Health Workers (CHWs), Community leaders opinions about desired quality and responsiveness Once the programs goals and objectives are defined and an outline of an M&E framework is in place, it is time to define indicators for tracking progress towards achieving those goals. Monitoring and evaluation plan should be created right in the beginning when the project interventions are being planned. In this step, you are ultimately defining the change you hope to create, within the situational, as well as the theoretical context. It is important to understand the political and administrative structures of the community where your project will take place, along with the roles and influences of existing policies that may affect project implementation. By the time we reach this step, we should have sufficient background knowledge to design a framework. Once you have your indicators identified and specified in time, and your programme plans are clear, then you can begin to design instruments and select tools which will work to collect the information against key indicators at specific points in time. Relevant M&E questions to ask at different stages of the project life cycle, Appropriate M&E tools for data collection, Identifying where data would be stored and how it would be analysed, Defining how M&E findings would be reported, to donors, stakeholders and internal staff members to ensure project improvement, transparency and data-driven decision making, There are many strategic ways to identify the focal problem and its causes, but one common way organisations define these are through a Problem Tree Analysis. This is a group activity that involves input from project team members, stakeholders and beneficiaries, who can contribute relevant technical and local knowledge, The final impacts on the lives of the beneficiaries or the environment that the project intends to achieve, longer-term change in the environment or the behaviour of project beneficiaries that is needed to achieve the overall goal, direct interventions and processes of the project, By the time we reach this step, we should have sufficient background knowledge to design a framework. These online or offline tools also help to avoid human errors that can arise during data collection and input. Thanks for sharing your thoughts on M&E Plan. What changes in provider and organizational performance are needed to increase It is important for project managers to take into consideration staff time and resource costs of data collection to see what is reasonable. Developing an M&E plan is a dynamic and multi-faceted process as it involves merging and connecting different elements of M&E into one holistic system to measure the performance of interventions and impact of a project. M&E questions, when answered will allow the managers to determine their internal capacity and processes in terms of vision, leadership, budget, management, sustainability etc. Finally, write your report. The donor has not provided a template for you to use. This describes logical linkages among programme resources, activities, outputs, and audiences, and highlights different orders of outcomes related to a specific problem or situation. An evaluation is like a good story, it needs some (qualitative) anecdotal evidence to put the lesson in context, and some (quantitative) facts and figures that reinforce the message. and inputs from the community, Off-site FP/RH training of no more than five days duration, Monthly on-the-job training and supportive supervision offered, To assess the extent to which resources are adequate to design, To what extent do selection, training and supervisory A framework also articulates the external and internal elements that could affect the projects success. d9Y7a k.9)
n)>us: VK~YD n%C^HQ2C"KhtPN:/fyy7) ['\zwo9\H the need for ongoing monitoring and evaluation. Next, through many rounds of discussions and dialogues, the team identifies the causes of the problem and visualises them as the roots of the tree. The diagram below shows an outcomes or logic model approach to project planning. What can international development learn from tech start-ups? Gathered data is usually recorded every few months, depending on the agreed upon timeline.
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