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Module 2 – Monitoring and
Evaluation Definitions
Overview
• Monitoring and evaluation are tools that
make it possible to identify and measure
the results of projects, programs or
policies
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2
Why the Concern?
• To evaluate and adjust strategies and
activities
• To report on progress to interested
parties, clients, taxpayers and the general
public
• To identify and share with others best
practices and lessons learned
• To improve the programming of new
interventions and strategies
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Monitoring
• Provides regular information on how
things are working
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4
Monitoring: Definition
• A continuous data collection and analysis
process is implemented to assess a project
( a program or a policy) and compare it
with the expected performance
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Evaluation
• Evaluation can only be done after a certain
time and requires more thorough
investigations
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Evaluation: Definition
• A systematic and objective measurement
of the results achieved by a project, a
program or a policy, in order to assess its
relevance, its coherence, the efficiency of
its implementation, its effectiveness and
its impact, as well as the sustainability
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Monitoring and Evaluation
• Monitoring assesses progress in
implementation of ongoing programs
• Evaluation provides a snapshot against
some benchmarks at a point in time of
programs that may or may not be
continuing
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Monitoring and Evaluation Rationale
• Monitoring
– Holds implementers accountable for
delivery of inputs
– Provides basis for corrective action
– Provides assessment of continued
relevance
• Evaluation
– Accountability - was money well spent?
– Learning - what could we do better next
time?
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Monitoring and Evaluation - Focus
• Monitoring
– Was delivery according to plan?
– What were the deviations?
• Were they justifiable?Evaluation
–
–
–
–
–
–
–
–
–
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Relevance
Appropriateness
Success
Cost effectiveness
Lessons learned
Effectiveness
Impact
Sustainability
Efficiency
10
Monitoring and Evaluation Timing
• Monitoring
– Ongoing or periodic throughout the life of
the program
• Evaluation
– Typically at mid-point in a funding cycle, a
year before the end
– Impact evaluation - 3 to 5 years afterwards
• Delay depends on the nature of the project
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Focus of the Module
• The design and implementation of a
monitoring system will not be addressed
here
• There are many documents that you can
review on this topic outside this workshop.
Specific training is also available.
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Reminder: The Four Basic
Components of Any Project,
Program or Policy
Objectives
Program of
activities
(a strategy)
Basic
triangular
pyramid
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Budget
Calendar
13
Monitoring and Evaluation, and
the Chain of Project Results
… to
undertake
activities...
… the direct
results of
which...
… must have
effects...
This chain is based on a
series of logical relationships
Resources are
(if… then) called "causal
mobilized…
relationships"
… and an
impact on
development
Evaluation
Monitoring
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Logical Structure of a Project or
Program
Resources
are
mobilised
Human
material
and
financial
resources
Resources
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… to
undertake
activities...
… the direct
results of
which...
… must
have
effects…
Activities:
building,
training,
organising,
treating,
writing ...
Built
buildings,
trained staff,
implemented
processes,
written
legislations…
Harvests
rescued,
higherperforming
public
service,
more
effective
justice
system
inputs
outputs
outcomes
… and an
impact on
development
Improved food
supply,
higher level
of education,
longer life
expectancy,
better
constitutional
State
Impact
15
Evaluation can be Approached at
Three Levels
What is my
What is the
world
dynamics ?
Who leads this
movement ?
Are there
national
specificities ?
Where is
research at ?
What do I know
how to do ?
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General issue of project,
program and policy
evaluation
Evaluation within
the organization
Individual
practice
What should I
know how to
do ?
How can I enrich
my experience ?
organization
doing in this
movement ?
What is this
organization’s
(this client)
evaluation
culture? Its
evaluation
practices?
What
definitions,
vocabulary,
practices?
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