Click here to load reader

Learners, practitioners and teachers Sociedad Civil, Learners... Learners, practitioners and teachers ... And, indeed, a limited development of knowledge management (KM) on the experiences

  • View
    10

  • Download
    0

Embed Size (px)

Text of Learners, practitioners and teachers Sociedad Civil, Learners... Learners, practitioners and...

  • Le ar

    ne rs

    , p ra

    ct iti

    on er

    s an

    d te

    ac he

    rs

    The evidence based policy influence is a topic of growing interest to researchers, social organizations, experts, govern- ment officials, policy research institutes and universities. However, they all admit that the path from the production of a piece or body of research until a public policy is sinuous, fuzzy, forked. In this context, it is not surprising that the practice of monitoring and evaluation (M&E) of the policy influence in Latin America is limited. And, indeed, a limited development of knowledge management (KM) on the experiences of advocacy organizations in the region is also observed.

    Incorporate monitoring, evaluating, and managing of knowledge between the daily practices of policy research insti- tutes is well worth it. On the one hand, the use of these tools can be a smart strategy to enhance the impact of their research in public policy. On the other hand, can help them strengthen their reputation and visibility attracting more and better support by donors. In turn, the design of a system of M&E and the beginning of a KM culture, if approached with a genuine interest in learning, can become a valuable knowledge that bridges motivation for members of the or- ganization. In short, these practices can improve targeting activities, better decide where and how to invest resources, and formulate more realistic and accurate strategic plans.

    With the publication of this handbook CIPPEC aims to support organizations that can monitor and evaluate their inter- ventions and to develop systematic strategies for knowledge management. It includes stories of previous experiences in these fields in the region of Latin America, reflections on the most common challenges and opportunities and concrete working tools. These contributions aim to pave the way for the influence of public policy research in the region.

    CIPPEC (Center for the Implementation of Public Policies Promoting Equity and Growth) is an independent, non-partisan and non-profit organization that works to create a just, democratic and efficient State that improves the quality of life for all Argentine citizens. Thus, it concentrates its efforts in analyzing and promoting public policies that foster equity and growth in Argentina. Its challenge is to turn into concrete actions the best ideas that emerge from the areas of Social Development, Economic Development, Strengthening of the Institutions, and Public Management through the programs of Education, Health, Social Protection, Fiscal Policy, Global Integration, Justice, Transparency, Local Development, and Politics and Public Management.

    Learners, practitioners and teachers Handbook on monitoring, evaluating and managing knowledge for policy influence

    CI PP

    EC /

    GD N

    Av. Callao 25, 1° piso C1022AAA. Buenos Aires, Argentina Tel. (54-11) 4384-9009 Fax: (54-11) 4384-9009 interno 1213 www.cippec.org

  • Learners, practitioners and teachers Handbook on monitoring, evaluating and managing knowledge for policy influence

  • Learners, practitioners and teachers Handbook on monitoring, evaluating and managing knowledge for policy influence

  • Edition Carolina Nahón and Dolores Arrieta

    Graphic Designer Patricia Peralta

    Illustrator Mariano Caccia

    First edition: 500 copies

    Printed at: La Stampa, Hipólito Yrigoyen 1189 2°B Ciudad Autónoma de Buenos Aires (1086), Argentina, March 2011

    Weyrauch, Vanesa Learners, practitioners, and teachers : handbook on monitoring, evaluating and managing knowledge for policy influence / Vanesa Weyrauch ; Julia D´Agostino ; Clara Richards. - 1a ed. - Buenos Aires : Fundación CIPPEC, 2011. 124 p. ; 23x23 cm.

    ISBN 978-987-1479-32-0

    1. Administración. 2. Monitoreo. 3. Management. I. D´Agostino, Julia II. Richards, Clara III. Título CDD 658

  • 5

    Acknowledgements ............................................................................................................................7

    Introduction .........................................................................................................................................9 Handbook objectives ......................................................................................................................10 Uses and potential users of this Handbook ..................................................................................... 11 Sources consulted and textual transcripts ...................................................................................... 12

    CHAPTER 1: Where is Latin America in terms of monitoring and evaluation (M&E)? ................... 13 Opportunities .................................................................................................................................. 14 Challenges ..................................................................................................................................... 15

    CHAPTER 2: M&E Plan and strategy ............................................................................................... 19 A key decision: Do we want to monitor and evaluate our policy influence? ...................................... 19 Key definitions: what do we understand by monitoring and evaluating policy influence? ................. 19 Stages in the design of an M&E system for policy influence: ....................................................................20 M&E principles: how to guarantee its usefulness, viability, origin and precision ...............................33

    CHAPTER 3: M&E Tools ....................................................................................................................37

    CHAPTER 4: How is knowledge of policy influence managed in Latin America? ......................... 51 Opportunities ..................................................................................................................................52 Internal ...........................................................................................................................................52 External ..........................................................................................................................................53 Challenges .....................................................................................................................................54 Internal ...........................................................................................................................................54 External ..........................................................................................................................................56

    CHAPTER 5: Strategy to implement a Knowledge Management (KM) Plan .................................59

    CHAPTER 6: Tools for Knowledge Management ............................................................................69

    Index

  • 6

    CHAPTER 7: Latin American cases .................................................................................................93 CASE 1: The experience of LATN in the implementation of Outcome Mapping –by Jorgelina Loza ........................................................................................93 CASE 2: The experience of Universidad de la Repúbica (Uruguay) and the Ministerio de Desarrollo Social in implementing KM –by Andrés Rius, Andrea Vigorito and Verónica Amarante ..........95 CASE 3: The experience of LA-IGTN in monitoring and evaluating practices of policy influence –by Agustina Pérez Rial and Norma Sanchís ..................................................................99 CASE 4: Communicating to influence: An M&E case developed in Latin America by APC –by Roxana Goldstein ......................................................................................................103

    Annex 1: Example of a SWOT Matrix (Phase 1 – Diagnosis) .............................................................. 107 Annex 2: Template for diagnosing organizational M&E capabilities ....................................................108 Annex 3: Summary Card of an M&E plan .........................................................................................109 Annex 4: Example of an Output x Impacts Matrix ............................................................................. 110 Annex 5: Template for systematizing a policy influence case .............................................................111 Annex 6: Media Report, CIPPEC Fundation. ..................................................................................... 112 Annex 7: Blame Behaviors vs. Gain Behaviors .................................................................................. 113 Annex 8: Mind Maps ......................................................................................................................... 113 Annex 9: Activity-based Knowledge Maps ........................................................................................ 114 Annex 10: Knowledge Harvesting. Guiding questions: ...................................................................... 115 Annex 11: Action Learning ................................................................................................................ 115

    Bibliography ................................................................................................................................... 117

  • 7

    For the production of this handbook, the Civil Society Direc