Pestalozzi Children‘s FoundationemPower 2012

Monitoring & Evaluation

Lecturers:

Beatrice Schulter

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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

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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?

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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?

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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…

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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…

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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…

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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?

ProcessMonitoring

(Inputs)

Resultsmonitoring

Contextmonitoring

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Monitoring matrix

Outputs

Desired outputs Undesired outputs

Outcomes

Desired effects Undesired effects

Processes

Furthering Hindering

Context

Furthering Hindering

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Project learning / Organisational learning Adapting plans (action plan, budget) Controlling

How to use monitoring results?

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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

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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.

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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…

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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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other axis: e.g. driver

donor led, partner led, jointly led, participatory

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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