In an era of demanding stakeholders expectations regarding financial probity, budgetary transparency and the proven impact value of funded work programs, monitoring and evaluation (MER) remains one of those aspects of organizational management that is extensively discussed but rarely practiced.
Monitoring and evaluation (M&E) is an essential component of any intervention, project, or program. This course covers the basics of program monitoring, evaluation and reporting in programs. It also defines common terms and discusses why M&E is essential for program management.
Participants will be able to:-
- Identify the basic purposes and scope of M&E;
- Differentiate between monitoring functions and evaluation functions;
- Describe the functions of an M&E plan;
- Identify the main components of an M&E plan;
- Identify and differentiate between conceptual frameworks, results frameworks and logic models;
- Describe how frameworks are used for M&E planning;
- Identify criteria for the selection of indicators;
- Describe how indicators are linked to frameworks;
- Identify types of data sources
- Describe how M&E information can be used for decision-making.
- Gain skills of developing an MER system.
Middle Level Managers, Project Managers, Project Coordinators, Accountants, Personal Assistants, Entrepreneurs, Business Executives, Human Resource Managers, Team Leaders of private and state corporations, NGO’s and anyone seeking to enhance their professional skills.
PRINCIPLES OF MONITORING, EVALUATION AND
- Identify the benefits and purposes of tracking performance, measuring results and reporting the progress of an organization/program.
- Define the terms monitoring, evaluation and reporting (MER), as well as other key terms used in discussion of MER systems such as efficiency and effectiveness
- Essential elements in developing a successful MER system
- Identify factors that contribute to monitoring program failure
- Determine the organization’s different audiences and their unique information needs
- The importance of results based management and Monitoring
- How to refine strategic plan elements into results statements to clarify linkages and hierarchy
- To identify what indicators are
- How to select indicators
- Criteria for assessing the quality indicators
- How (and why it is necessary) to develop indicator protocols
- To identify monitoring tools that may be useful to the management including:
- Identify monitoring tools that may be useful to the management
- What is evaluation and why it is important
- The different types of evaluations that are usually undertaken by organizations
- Who should be involved in an evaluation
REPORTING (COMMUNICATING TO INTERNAL AND
- What is reporting and why it is important
- Elements of a good report
- Specific types of communication tools
- Formats for quarterly, mid-term internal evaluations and participatory
- end of project/final evaluation reports
Review of what should be included in the organization’s MER Plan including:
- Review and discuss the results and statements frameworks developed and customized by the participants
- Introduction (summation of audience and their needs as an appendix)
- Results framework (presentation of the 4 levels of results – impacts, outcomes, outputs and inputs/processes – can be presented in a table or logical framework.
- Monitoring plan (Presentation of indicators presented and their protocols as well as any other monitoring tools)
- Evaluation plan – program and schedule
- Reporting plan – table showing reporting tools and schedule to be used.