1. 5.5.2 Monitoring and Evaluation 1 Monitoring and Evaluation UPA Package 5, Module 5

2. 5.5.2 Monitoring and Evaluation 2 Monitoring and Evaluation Monitoring is an instrument used by the project management. It creates the prerequisites for steering project implementation on the basis of the planning targets. Monitoring and Evaluation (M+E) comprises two operations which are effective only when carried out together.

3. 5.5.2 Monitoring and Evaluation 3 What is M&E? M stands for Monitoring and means systematic observation and documentation of the input of resources (activities), achievement of results/outputs and impacts. E stands for Evaluation and means objectives-oriented assessment of the information collected in the course of monitoring. This assessment of the expediency of the chosen approach and the attainability of the desired results/outputs and impacts forms the basis for the decisions on project steering to be taken by the project management. Source: GTZ, Unit 04,1989

4. 5.5.2 Monitoring and Evaluation 4 Steps involved in M&E 1.Reviewing the planning documents. 2.Determining information requirements and information flow. 3.Recording the necessary information. 4.Analysing and documenting the information. 5.Using the information in project steering. 6.Using the information in project progress reporting. Note: Steps 5 and 6 do not actually form part of M&E, but are included here in order to provide a complete and logical picture. Source: GTZ, Unit 04, 1998

5. 5.5.2 Monitoring and Evaluation 5 Application of M&E Quantity of data required Required exactitude and reliability of data High Low Large Specialized M&E work units, possibly with own data collectors; use of personal computers. Data collected by all relevant organizational units in the project, processing possibly by external data sources/data banks. Small High capacity system to process and analyse data. Chiefly informal data collection; external sources of information usually tapped. Source: GTZ, Unit 04, 1989

6. 5.5.2 Monitoring and Evaluation 6 M+E within the Project Implementation Cycle Start of project ZOPP 4 (in partner country) End of project Supplementary or modification offer for next phase to the client/finan- cing organisation (BMZ) Project partners + Contact person ZOPP 5 Project Planning Matrix Plan of Operation Working Plan Monitoring & Evaluation Project implementation Ongoing steering Project Progress Report Project Progress Review (GTZ) Plan Adjustment (long-term) Implementation adjustment (short-term) No inter- vention required Source: GTZ, Unit 04, 1998