At the same time, evaluation involves the assessment of the programs towards the achievement of results, milestones, and impact of the outcomes based on the use of performance indicators. Evaluation is the systematic and objective assessment of an ongoing or completed project, program, or policy, including its design. Planning for monitoring, learning, and evaluation at small to mediumsized foundations 2 3 exec utive summary emerging best practices 1. The balancedmerl maturity matrix can be used by program and monitoring, evaluation, research, and learning merl staff who facilitate program design d and implementation and its performance management andor evaluation. Ten principles of effective monitoring and evaluation of the implementation of national anticorruption strategies and action plans. This minicourse covers the basics of program monitoring and evaluation in the context of population, health, and nutrition programs. Monitoring and evaluation systems, but that, at the same time, fail to structure and disseminate the knowledge generated in a way that fosters a broader learning cycle within the organization. World bank group monitoring systems and evaluation. Evaluation is a process that systematically and objectively assesses all the elements of a. Development cooperation as part of foreign policy 1. Introductiongood government is not a luxuryit is a vital necessity for development.
Pdf principles and practice of monitoring and evaluation. Monitoring and evaluation is always the first module, that it is followed directly by core module 2 collecting, analyzing, and using monitoring data, which is followed by one or more of the optional technical area modules modules 4 through 10, and that in all cases the final module is core module 3. A step by step guide to monitoring and evaluation transition network. Introduction this monitoring and evaluation planning module is intended to provide concise guidance to develop a comprehensive monitoring and. The five principles below are the guideposts directing how we partner with our grantees and those impacted by our work to monitor, evaluate and learn. Aeas five principles are summarized belowsystematic inquiry, competence, integrity and honesty, respect for people, and responsibilities for general and public welfare. Because, in the end, we are working to steward the legacy of resources left to us by david and lucile packard toward the greatest possible good on a broad range of issues. As a pdf format, you can print this out, or type into it.
The balanced design, monitoring, evaluation, research, and. Evaluation is distinct from research in the world bank group. Monitoring is defined as the regular collection and analysis of information that provides managers with feedback and early indications of progress or lack thereof towards project objectives. Many of the key concepts highlighted below are drawn from g. This manual makes extensive use of logic models as an approach to developing metrics. Guiding principles and practices for monitoring, evaluation. Dec 20, 2011 monitoring and evaluation should respect principles of participation and involve all programme stakeholders, including programme implementers, beneficiaries programme users, women and girl survivors when appropriate and safe, local officials, and other observers such as related civil society groups. Evaluation principles and practices hewlett foundation. What is specific about monitoring and evaluating ssr. The ifrcs framework for evaluation criteria and standards 17 table 4. Regional monitoring, evaluation and learning mel advisor. Guidelines for programme design, monitoring and evaluation. Ten principles of effective monitoring and evaluation of. Other foundations guiding principles often emphasize the.
Lay out a set of explicit principles to guide monitoring, evaluation, and learning practices across the foundation or across the program. Ten principles of effective monitoring and evaluation of the implementation of national anticorruption strategies and action plans principle 1 sound indicators well formulated indicators are the basis for clear and comprehensive monitoring. Ten principles of effective monitoring and evaluation of the. You might be asked to make changes to the plan, organization, or reporting of your evaluation. Doc monitoring and evaluation manaual basic principles. It is through the continuous monitoring of project performance that you have an opportunity to learn about what is working well and what challenges are arising. Definitions, purposes and principles for monitoring and evaluation.
Basic principles of monitoring and evaluation wednesday. The evaluation guidelines reflect the benchmarks for. Key design principles for project monitoring and evaluation. Nov 08, 2020 this article discusses the principles and practice of monitoring and evaluation and emphasises that monitoring and evaluation m and e is paraphernalia for effective development. Monitoring evaluation timing monitoring is a continuing evaluation assesses the function that takes place entire project cycle. Grant or portfolio monitoring is a process of tracking milestones and progress against. This article discusses the principles and practice of monitoring and evaluation and emphasises that monitoring and evaluation m and e is paraphernalia for effective development.
A logic model presents a plausible and sensible model of how the program will work under certain conditions to solve. The existence of a reliable monitoring system is essential for evaluation. Highquality monitoring of information encourages timely decisionmaking, ensures project accountability, and provides a robust foundation for evaluation and learning. Knowledge of the essential elements of the planning and monitoring and processes in cpd, i. Example of indicator tracking table for one quarter only 46.
Research serves a variety of purposes and is often policyoriented in nature. Guiding principles and practices for monitoring, evaluation and learning perhaps the single most important question for our foundation is, how are we doing. The updated evaluation guidelines also reflect new guidance and policy and clarify aspects of evaluation that were unclear. Making progress on tough issues requires continuous. Basic principles of monitoring and evaluation monitoring and evaluation usually include information on the cost of the programme being monitored or evaluated. This allows judging the benefits of a programme against its costs and identifying which intervention has the highest rate of return.
It can help the foundation answer key questions about grants, clusters of grants, components, initiatives, or strategy. Monitoring helps continual self evaluation through both formal and informal systems. Similarly, it is common to find organizations where monitoring and evaluation policies and learning policies serve somewhat different development. Monitoring is the continuous function that uses the systematic collection of data on specified indicators to provide management and main stakeholders of an ongoing development intervention with indications of the extent of progress and achievement of objectives and progress in the use of allocated funds. This monitoring and evaluation series is based on the assumption that core module 1 introduction to monitoring and evaluation is always the first module, that it is followed directly by core module 2 collecting, analyzing, and using monitoring data, which is followed by one or more of the optional. Applying feminist principles to program monitoring, evaluation, accountability and learning 3 1 introduction the purpose of this practice paper is to share feminist principles for oxfams monitoring, evaluation, accountability and learning meal practice. It can also show the other factors that contribute to producing impacts, such as context and. Ten principles of effective monitoring and evaluation regional anti.
Evaluation ethics, politics, standards, and guiding principles. Monitoring is the periodic assessment of programmed activities to determine whether they are proceeding as planned. The two intersect in the field of impact evaluation, which can be undertaken for evaluation but also for research purposes. Evaluation is an independent, systematic investigation into how, why, and to what extent objectives or goals are achieved. They need to call for specific, measurable, qualitative, and quantitative data. Guidelines for programme design, monitoring and evaluation table of contents key terms 1. Monitoring and evaluation food and agriculture organization of. It provides a basis for accountability to stakeholders. Key principles for monitoring and evaluation discriminatory laws and policies are amended or repealed appropriate laws, policies and protocols. Principles introduction you already know, as an evaluator, you will be planning, organizing, designing, collecting data, analyzing data, and presenting data.
Introduction this monitoring and evaluation planning module is intended to provide. Handbook for monitoring and evaluation measure evaluation. While most of the challenges and potential solutions transcended these differences. Building monitoring and evaluation into programme design. They are critical tools for forwardlooking strategic positioning, organisational learning and for sound management. The presidency has made it a requirement for each public entity to establish a monitoring and evaluation system. Monitoring and evaluation helps program implementers. You might be asked to make changes to the plan, organization, or reporting of your evaluation to meet the needs of others. Saiia the south african institute of international affairs.
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