Pestalozzi Children‘s Foundation emPower 2012 Monitoring & Evaluation Lecturers: Beatrice Schulter

2  You understand what monitoring and evaluation are and their purpose in successful project management.  You know a variety of monitoring tools and you reflect their use.  You have an insight in different forms of evaluation and you reflect their use.  You are prepared to plan the monitoring and evaluation of projects. Objectives

3  Why? What do we need monitoring and evaluation for?  What? What is monitoring and what is evaluation?  How? What are possible monitoring and evaluation tools?

4  Monitoring helps us to check, whether we are effective and efficient during implementation  Evaluation helps us to check, whether we have been relevant, effective and efficient  This is important to improve the quality of our work through learning  monitoring → adjust working plans (action plan, budget)  evaluation → improve other projects / future project phases etc. Why?

5  A continuing observation that uses systematic collection of relevant and selected data to provide the management and the main stakeholders of a programme/project with indications of the progress and achievement of inputs, outputs, outcome as well as the process. Monitoring is…

6  An assessment of a project with regard to its planning, implementation, results  Evaluation makes statements about -the relevance of planned outputs/outcome -the achievement of the outputs/outcome (effectiveness) -the efficiency of the project -the sustainability -(the impact)  Evaluation makes recommendations on the further development of the projects Evaluation is…

7  Focused  Repetitive  in time (periodic, regular)  in content  Monitoring is a process which asks...  Do we do the right thing (effectiveness)?  Do we do it the right way (efficiency)? Monitoring is a process which is…

8 Monitoring scheme Monitoring What have we achieved? (qualitative) How much have we achieved? (quantitative) Why and how have we (not) implemented something? What output & outcome has our work? What strengthens or hinders our work? Process Monitoring (Inputs) Results monitoring Context monitoring

9 Monitoring matrix Outputs Desired outputsUndesired outputs Outcomes Desired effectsUndesired effects Processes FurtheringHindering Context FurtheringHindering

10  Project learning / Organisational learning  Adapting plans (action plan, budget)  Controlling How to use monitoring results?

11  Group work:  What kind of monitoring tools/methods/approaches do you know?  Which monitoring tools/methods/approaches are used in your organisation? Monitoring tools / methods / approaches

12  Work plans  Field visit  Spot-check visit  (Lessons) Observations  Participants meetings  Stakeholder meetings  PLR  Surveys  Questionnaires  Interviews Monitoring tools  Tests  Official data bases  Steering committees  All sort of reports - Annual Project Report - Quarterly Project Reports - Reports of the Partner Organisation - School Reports  etc.

13  An assessment of a project with regard to its planning, implementation, results  Evaluation makes statements about -the relevance of planned outputs/outcome -the achievement of the outputs/outcome (effectiveness) -the efficiency of the project -the sustainability -(the impact)  Evaluation makes recommendations on the further development of the projects Evaluation is…

14  Mid-term evaluations after project phases I & II  Final evaluation after project phase III  Country programme evaluations every 4-6 years  PCF international programme evaluation 2007/2008 PCF Evaluations

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16 other axis: e.g. driver donor led, partner led, jointly led, participatory

17  Role play in groups of 5 persons  Choose one of your projects in the working group  Plan the evaluation of this project advocating for your specific interests  Write the most important results in terms of evaluation results, evaluation team, area and people considered and evaluation methods on a flip chart Role Play: Project Evaluation