Monitoring and Evaluation: Monitoring refers to an ongoing process of assessing whether the process of planning and implementation is proceeding on target; evaluation, usually done at the end of a specified phase or at the end of the project/process, is an assessment of whether the various goals and objectives have been met. (home.graffiti.net/rustom/kv/nbsap_/key_terms.doc)
Evaluation is systematic determination of merit, worth, and significance of something or someone using criteria against a set of standards. Evaluation often is used to characterize and appraise subjects of interest in a wide range of human enterprises. Wikipedia.
A Brief Review of 20 Tools to Assess Capacity by Capacity Development Group Bureau for Development Policy at UNDP.
This Resource Catalogue on Capacity Assessment Tools is a brief review of twenty tools is meant to serve as a preliminary resource for development practitioners in the area of organizational capacity assessment. It is exhaustive in neither breadth nor depth of tools studied.
Twenty tools were surveyed, drawing from publicly available resources of non-profit organizations, management consultancies, United Nations agencies and other donor organizations. The purpose or application of these tools varies from thematic, institutional or enabling environment levels. Inclusion of a tool in this review does not imply endorsement by the UNDP. Capacity Development Group Bureau for Development Policy.(12p;110.18 KB) Download
(UNAIDS), is intended for program managers and others involved in planning and implementing M&E programs for MARP at both national and sub-national levels. It is also aimed at those who use information to plan and improve policies and programs. The MARP guide presents an organizing framework that can be used to identify the information necessary for planning, monitoring, and evaluating HIV prevention programs for most-at-risk populations. The framework is also a useful tool for organizing a collective, coordinated and unified response to information gathering by national or sub-national programs and all their partners and donors. Rather than focusing solely on indicators, as many previous guides have done, the MARP guide promotes a strategic planning approach and the use of M&E data for decision making at all levels.
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1st reprint, December 2008. Download (PDF, 96p; 1.49 MB)
This tool, developed by the INFO Project, includes a step-by-stop process, tips, case studies and links to additional resources that explain how an organization can more effectively share its own best practices internally. This tool reviews what a best practice is, the benefits of sharing best practices, and some obstacles to sharing. It then outlines a process for identifying your organization's best practices, validating and documenting them, and preparing a plan to share them throughout your organization.
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This publication is an easy-to-use manual designed to assist NGOs/FBOs/CBOs in developing a monitoring, evaluation and reporting (MER) framework for HIV programming with “how-to” sections on adopting this framework to the President’s Emergency Plan for AIDS Relief M&E requirements. The document includes chapters on the basic principles of MER, results-based MER, and indicators as well as providing worksheets that serve as a useful guide. The manual additionally provides practical data protocol sheets that guide NGOs/FBOs/CBOs on adapting their MER systems to the President’s Emergency Plan indicators. This manual was developed and field-tested through partial funding from Pact’s Global Community REACH and Pact South Africa programs which provides support to over 80 local organization partners implementing HIV/AIDS programs.
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Pathfinders International. In-depth interviewing is a qualitative research technique that involves conducting intensive individual interviews with a small number of respondents to explore their perspectives on a particular idea, program, or situation. They are useful when you want detailed information about a person’s thoughts and behaviors or want to explore new issues in depth. Interviews are often used to provide context to other data (such as outcome data), offering a more complete picture of what happened in the program and why.
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How To Note. A DFID Practice Paper. February 2009
Many years of experience in the field had led David Watson to question the value of monitoring and evaluation. Recently, a range of innovative to M&E approaches has given him new hope. He explains why in this article.
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Family Health International has compiled an inventory of guidelines, frameworks, and manuals that provide users with instructions and step-by-step guidance to conduct program evaluations and inform program design and improvement.
The design of the M&E framework is an initiative that follows on from an initial 2 year project funded by the Rockefeller Brothers Fund (RBF) which assisted Members with organisational development, strategic planning and monitoring and evaluation. The different sections draw on information that was distributed at learning sessions to promote understanding of M&E concepts and processes. Some of the issues raised by participants are also included as there was a genuine effort to make the system relevant to the CINDI Network and the environment in which it works.
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Planning, monitoring and evaluation in development requires a focus on nationally owned development priorities and results and should reflect the guiding principles of national ownership, capacity development human development. This handbook is aims to enhance the results-based culture within UNDP and improve the quality of planning, monitoring and evaluation. While written with UNDP staff, stakeholders and partners in mind, the handbook provides a useful overview of why and how to evaluate for results which can be used in other contexts.
This handbook concentrates on planning, monitoring and evaluating of results in development and is designed to be used as a reference throughout the programme cycle. The handbook covers the following areas:
The handbook also presents practical steps and examples in using knowledge from monitoring and evaluation in managing for development results. Annexes include an evaluation terms of reference template, a list of international evaluation networks, guidance on how to select evaluators, a management response template, an evaluation report template and some useful further resources for evaluation.
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Through MENTOR (Monitoring and Evaluation Network of Training Online Resources), MEASURE Evaluation makes available free training materials and tools on M&E topics for use by researchers, program managers, trainers, policy makers, students, and other public health professionals.
These materials were developed by global experts in order to provide state-of-the-art information on monitoring and evaluation (M&E) topics.
Materials include a Interactive mini-course on M&E Fundamentals, Downloadable Training Materials and Population Research Materials.
By Ronald Tran Ba Huy, Karen Hardee, J. Win Brown et al.
This publication provides an monitoring and evaluation (M&E) systems strengthening tool which can help all reporting entities under government programmes and donor projects to assess the strengths and weaknesses of their M&E systems, including data collection and reporting, and highlighting areas for improvement that might require additional focus, funds and/or technical assistance.
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Designed for use by local implementing agencies, this book demonstrates how using monitoring and evaluation can improve the impact of community interventions on HIV/AIDS. It is a step-by-step guide to making community-level HIV and AIDS services.
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Pathfinders International Tool Series.
A case study is a story about something unique, special, or interesting—stories can be about individuals, organizations, processes, programs, neighborhoods, institutions, and even events. The case study gives the story behind the result by capturing what happened to bring it about, and can be a good opportunity to highlight a project’s success, or to bring attention to a particular challenge or difficulty in a project.
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Part of the National Minority AIDS Council “Organizational Effectiveness Manuals Series”. This manual demonstrates the importance of program evaluation with regard to the development of HIV/AIDS interventions.
A current challenge facing HIV/AIDS service providers is to document, validate, coordinate and integrate their programmatic activities. All of these components can be addressed with the implementation of a comprehensive evaluation program. Evaluation is the system used to assess the worth or merit of a program. This general definition, however, does not take
into account descriptive studies, implementation analyses, and formative evaluations. A better-suited definition would incorporate the information processing and feedback role of evaluation. An alternative definition of evaluation is the systematic acquisition and assessment of information to provide useful feedback about a program.
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This toolkit provides an outline for the monitoring and evaluation of development projects and programmes. It uses a Result Based Management, Monitoring and Evaluation system focussing on the higher level objectives/outputs and not the lower level activities. This approach uses the Logical Framework as the basis for the project design, the monitoring indicators and the assumption and risk analysis.
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Mystery clients are trained people (usually community members) who visit program facilities in the assumed role of clients, and then report (by completing a survey or through an interview) on their experience. They might be used in an effort to avoid the bias in the service delivery process that often results from having service transactions observed. Mystery clients can also serve to gather a sufficient number of observations of service transactions when the actual volume of service visits is low.
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