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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 2017-07-06 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 2017-07-06 3 Monitoring • Provides regular information on how things are working 2017-07-06 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 2017-07-06 5 Evaluation • Evaluation can only be done after a certain time and requires more thorough investigations 2017-07-06 6 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 2017-07-06 7 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 2017-07-06 8 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? 2017-07-06 9 Monitoring and Evaluation - Focus • Monitoring – Was delivery according to plan? – What were the deviations? • Were they justifiable?Evaluation – – – – – – – – – 2017-07-06 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 2017-07-06 11 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. 2017-07-06 12 Reminder: The Four Basic Components of Any Project, Program or Policy Objectives Program of activities (a strategy) Basic triangular pyramid 2017-07-06 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 2017-07-06 14 Logical Structure of a Project or Program Resources are mobilised Human material and financial resources Resources 2017-07-06 … 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 ? 2017-07-06 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? 16