Monitoring and Evaluation of Plan
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Monitoring and evaluation provide real-time information on project implementation and more in-depth assessments, respectively. Monitoring checks progress toward goals and identifies issues to inform adjustments, while evaluation assesses what worked and didn't work independently. Both are integral to program management. Effective monitoring and evaluation establish what will be monitored and evaluated, responsibilities, methods, resources, and timing of activities to validate the program's logic and encourage improvements.
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Monitoring and Evaluation of Plan
- 1. MONITORING AND EVALUATION Monitoring and evaluation always relate to pre-identified results in the development plan. monitoring provides real-time information on ongoing programme or project implementation required by management, evaluation provides more in-depth assessments.
- 2. Monitoring and Evaluation 1.What is to be monitored and evaluated 2.The activities needed to monitor and evaluate 3.Who is responsible for monitoring and evaluation activities 4.When monitoring and evaluation activities are planned (timing) 5.How monitoring and evaluation are carried out (methods) 6.What resources are required and where they are committed
- 3. Monitoring and Evaluation Monitoring, as well as evaluation, provides opportunities at regular predetermined points to validate the logic of a programme, its activities and their implementation and to make adjustments as needed. Progress towards achieving results needs to be monitored. Information from monitoring needs to be used to encourage improvements or reinforce plans. Information from systematic monitoring also provides critical input to evaluation.
- 4. Monitoring and Evaluation The key questions that monitoring seeks to answer include the following: • Are the preidentified outputs being produced as planned and efficiently? • What are the issues, risks and challenges that we face or foresee that need to be taken into account to ensure the achievement of results? • What decisions need to be made concerning changes to the already planned work in subsequent stages? • Will the planned and delivered outputs continue to be relevant for the achieve- ment of the envisioned outcomes? • Are the outcomes we envisaged remaining relevant and effective for achieving the overall national priorities, goals and impacts?
- 6. Monitoring and Evaluation MONITORING APPROACH ANDTOOLS Those who manage programmes and projects must determine the correct mix of monitoring tools and approaches for each project, programme or outcome, ensuring that the monitoring contains an appropriate balance between: • Data and analysis—This entails obtaining and analysing documentation from projects that provides information on progress. • Validation—This entails checking or verifying whether or not the reported progress is accurate. • Participation—This entails obtaining feedback from partners and beneficiaries on progress and proposed actions.
- 7. Monitoring and Evaluation Plan evaluation is a continuous activity which extends over and beyond the entire period of plan implementation. It can be done during and after implementation. Like monitoring, evaluation is an integral part of programme management and a critical management tool.
- 8. Features of a Plan Evaluation Process A plan evaluation process should have relevance, credibility, timeliness and efficiency. 1. Relevance – the plan evaluation process applies criteria valid for the measurement of the plan’s objective. 2. Credibility - the same process is convincing and is not charged with biases. 3.Timeliness – evaluation should continue throughout the implementation of a plan, and its results should be available when decisions have to be taken. 4. Efficiency – the evaluation should aim at minimizing its own cost and maximizing its output.
- 9. Monitoring and Evaluation Evaluation complements monitoring by providing an independent and in-depth assessment of what worked and what did not work, and why this was the case. A quality evaluation provides feedback that can be used to improve programming, policy and strategy. Evaluation also identifies unintended results and consequences of development initiatives, which may not be obvious in regular monitoring as the latter focuses on the implementation of the development plan.
- 11. Monitoring and Evaluation 1: PRE-EVALUATION: INITIATING THE EVALUATION PROCESS Checking the evaluability, or readiness, for evaluation
- 12. Monitoring and Evaluation 2. PREPARATION Agreeing on the management structure of an evaluation and roles and responsibilities 3: MANAGING THE CONDUCT OF THE EVALUATION Briefing and supporting the evaluation team 4: USING THE EVALUATION—MANAGEMENT RESPONSE, KNOWLEDGE SHARING AND DISSEMINATION Preparing the management response for decentralized evaluations
Editor's Notes
- it would be difficult to know whether the intended results are being achieved as planned what corrective action may be needed to ensure delivery of the intended results, and whether initiatives are making positive contributions towards human development.
- , is essential in order to carry out monitoring and evaluation systematically
- Good planning and designs alone do not ensure results. Progress towards achieving results ne Equally, no amount of good monitoring alone will correct poor programme designs, plans and results. eds to be monitored. It is very difficult to evaluate a programme that is not well designed and that does not systematically monitor its progress
- Have a clear common understanding of the following: The monitoring policies applicable to the respective monitoring entity Relevant roles and responsibilities and how they are applied in monitoring for both outcomes and outputs, and management entities in projects and programmes Commonly used monitoring tools and approaches Reinforce and elaborate the initial monitoring framework (described in Chapter 3) with detailed information needed to implement monitoring actions. This includes finalizing reference points for periodic monitoring such as indicators, baselines, risks, and annual targets, and locking them in monitoring information systems. Implement monitoring actions: organize, plan and implement monitoring actions, using selected tools for collection and analysis of data and reporting. Use monitoring data objectively for management action and decision making.
- ffective monitoring generates a solid data base for evaluations. Data, reports, analysis and decisions based on monitoring evidence should be retained with a view to making them easily accessible to evaluations.
- After implementing and monitoring an initiative for some time, it is an important management discipline to take stock of the situation through an external evaluation.
- Step 1: Pre-evaluation: Initiating the evaluation process Checking the ‘evaluability,’ or readiness, for evaluation Tools: Evaluation plan template (Chapter 3) Step 2: Preparation Agreeing on the management structure of an evaluation and roles and responsibilities Drafting the ToR Organizing the relevant documentation Selecting the evaluation team Tools: Template and quality criteria for ToR (Annex 3), selection criteria for evaluators (Annex 5) Briefing and supporting the evaluation team Reviewing the inception report prepared by the evaluation team Reviewing the draft evaluation report Tools: Template and quality criteria for evaluation reports (Annex 7) Preparing the management response and implementing follow-up actions Preparing and disseminating evaluation products and organizing knowledge sharing events Reviewing evaluations prior to new planning processes Tools: Management response template (Annex 6), practical steps for developing knowledge products and dissemination
- There should be a clearly defined organization and management structure for an evaluation and established role Brief the evaluators on the purpose and scope of the evaluation and Ensure that all information is made available to the evaluators. If they encounter any difficulty in obtaining information that is critical for the conduct of evaluation, provide necessary support to the extent possible. Provide them with relev Preparing the management response and implementing follow-up actions Preparing and disseminating evaluation products and organizing knowledge sharing events Reviewing evaluations prior to new planning processes ant evaluation policy guidelines