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Gender Aware Monitoring and Evaluation. Presentation overview. This presentation is comprised of the following sections: overviews of monitoring and evaluation examples of M&E gender issues examples of approaches to M&E for gender results
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Presentation overview • This presentation is comprised of the following sections: • overviews of monitoring and evaluation • examples of M&E gender issues • examples of approaches to M&E for gender results • indicators: what is an indicator, qualitative and quantitative indicators • selection criteria for indicator development • performance Measurement Framework Amsterdam, The Netherlands www.kit.nl
Monitoring • who included: management and field staff, partners, beneficiaries • what: inputs; activities, outputs; progress towards outcomes and impact (using indicators); management issues • who conducts: usually internally conducted by project staff • how is monitoring conducted: methods and sources of information are used • when: on going but with “regular periodic episodes”, often tied to reporting schedules • who for: managers/staff, donors, partners • How are these gendered? Amsterdam, The Netherlands www.kit.nl
Evaluation • assesses the outcome or impact of a policy, organisation, programme or project. • usually happens at the end and is usually done against planned results, except mid-term (sometime called review) • it may also examine the design quality, implementation efficiency and (cost) effectiveness, and the institutional, economic, social and environmental sustainability of achievements. • most identify lessons for the future or for other organisations, programmes, etc. • aim to improve learning for decision-making, resource allocation, and accountability Amsterdam, The Netherlands www.kit.nl
Evaluation • who conducts: usually external (consultants) • who is included: partners, donors, beneficiaries and other stakeholders • who for: implementing organization, donors, learning institutions • what: entire project, selected components, theme, organization, audit (financial or otherwise) • How are these gendered? Amsterdam, The Netherlands www.kit.nl
Examples of M&E Gender Issues • Project: • Women and men’s equal participation in decision-making processes in private and public spheres • Women and men’s equal access to and control over resources and access • Negative impacts on women (due to the project), for example increased work load, incidents of violence or other forms of backlash • Women’s empowerment (confidence, self-esteem, capacity for leadership and self-organisation) • Gender stereotypes and discriminatory attitudes toward women and girls. This includes changes in the understanding and commitment of men to support women’s empowerment (as measured by women and men separately) Amsterdam, The Netherlands www.kit.nl
Examples of M&E Gender Issues • Organizational • What are the factors in partner organisations and your offices that are facilitating or hindering the successful mainstreaming of gender in the project? For example: • Is there a gender balance of staff at all levels especially in management? • Are gender-aware recruitment practices used? • Do women and men have equal access to career development opportunities? • Are there clear lines of accountability for achieving effective gender mainstreaming and impact on gender equality? Amsterdam, The Netherlands www.kit.nl
Examples of M&E Gender Issues • Organizational (continued) • Is strong leadership and role modelling on gender mainstreaming being shown by the management? • Is data disaggregated by sex? • Are resources allocated to gender equality work? • Is there collaboration/communication with external groups working on gender, especially women’s groups? • Is the working culture of the organisation conducive to the empowerment of women or do discriminatory attitudes and practices exist? • Do family-friendly organizational policies exist e.g., flexible working hours, childcare? Amsterdam, The Netherlands www.kit.nl
Examples of approaches to M&E for gender results • gender budgeting • gender audits • gender specific monitoring and evaluation • gender specific research Amsterdam, The Netherlands www.kit.nl
What is an Indicator? • An indicator is a: • fact • figure • feeling or perception • judgment • that lets you measure a change in a situation or condition and which confirms progress towards achievement of a specific result. It’s a pointer. Amsterdam, The Netherlands www.kit.nl
What is an Indicator? • it is a planning, monitoring and evaluation instrument • use of indicators promotes measurement of results based on evidence instead of random judgment • can have input, output, outcome, impact, risk and process indicators • indicators can be quantitative or qualitative Amsterdam, The Netherlands www.kit.nl
Gender Sensitive Indicators • key to gender aware M&E • sex disaggregated • measure gender related changes over time e.g., status, roles, access and control • qualitative and quantitative Amsterdam, The Netherlands www.kit.nl
Quantitative and Qualitative Indicators • Quantitative indicators are numerical measurements of change, such as the number of women receiving loans for the second time. • Qualitative indicators are people's perceptions, such as opinions regarding changes in social status. They can, however, be quantified. • Identifying sources of information are useful in distinguishing between quantitative and qualitative indicators. Amsterdam, The Netherlands www.kit.nl
Qualitative Indicators • Qualitative measures measure longer term changes, are more detailed and are variable in content than quantitative measures • Analysis is difficult because responses are not standardized or systematic. But the richness and depth of information far exceeds quantitative measures • Qualitative assessments are labour intensive, hence data is expensive to collect • It is better to use both types of indicators to complement and cross-validate each other. Amsterdam, The Netherlands www.kit.nl
Types of Indicators and the LFA • Impact: a mixture of quantitative and qualitative indicators may be used. • Outcomes: qualitative and quantitative (or qualitative information could be expressed in a quantitative format) • Process: quantitative (e.g., between outputs and outcomes) and qualitative (e.g., perceptions and judgments) • Outputs: quantitative • Input: quantitative, concerns resources • Risk: quantitative and qualitative (e.g., perceptions and judgments) Amsterdam, The Netherlands www.kit.nl
Limitations of Indicators • Project performance cannot be measured solely in terms of performance indicators • Indicators are no substitute for sound judgment and management of project accomplishments • Several different indicators may give conflicting signals for the same result • Indicators are one of several M&E tools. There are limitations to their use, particularly when there is a need to analyze social and gender processes and relationships Amsterdam, The Netherlands www.kit.nl
Limitations of Indicators • Indicators are signals, prompting a manager to ask questions about a projects' progress, particularly why a project is succeeding or failing. Answering these questions calls for a much wider level of analysis • Indicators are a step towards a wider analytical process; they should be developed and selected on this basis • Indicators are only as good as the result statements (SMART), and gender analysis; • Base line data is key Amsterdam, The Netherlands www.kit.nl
Other things about Indicators • Indicators should be limited in number. Too much information can lead to paralysis. • Indicators should be developed collaboratively with all the stakeholders drawing on their collective knowledge • Indicators will initially be developed at the design stage (broad), confirmed at the inception stage (made more specific) and be continuously monitored • The main focus of indicators through the project cycle should be on outcome indicators, because they best measure results Amsterdam, The Netherlands www.kit.nl
Selection Criteria for Indicator Development • Validity • Usefulness • Reliability • Simple and not costly • Easily collected • Timely Amsterdam, The Netherlands www.kit.nl
Validity • Does the indicator really measure the result? • Could the indicator be affected by things other than the result? • What are the uncertainties about how this indicator measures result? • Do the data mean what they are thought to mean? Amsterdam, The Netherlands www.kit.nl
Usefulness • Will the information be useful for decision-making? • Does the information provided by the indicator meet the needs of its target audience? Amsterdam, The Netherlands www.kit.nl
Reliability • Does the indicator permit you to measure the result over time? • Will it consistently produce the same result if it is applied repeatedly to a situation that has not changed? Amsterdam, The Netherlands www.kit.nl
Simple and not costly • Can you afford to measure this indicator, given the need for timely, accurate information? • Is the information you will get worth the cost? • Could these resources be better used for other indicators? • Does this indicator allow a relatively easy analysis of the result? • Does it make it easy to communicate the status of the result? Amsterdam, The Netherlands www.kit.nl
Ease of data collection • Is the data available? • What are the data collection procedures related to this indicator? • Can data collection, compilation and analysis be conducted in a consistent and rigorous manner? • Do you have people with the skills needed to collect this data? • What equipment and/or expertise is needed? • What are the sources of information? Amsterdam, The Netherlands www.kit.nl
Timeliness • Will the indicator provide the information in a time frame that allows it to be useful? • If there are several actors who require the information provided by this indicator, does it meet their different timing needs? Amsterdam, The Netherlands www.kit.nl
Performance Measurement Framework • planning and communication toolthat outlines the what, who, when and how of monitoring (but also informs evaluation) • key is establishing gender sensitive performance indicators Amsterdam, The Netherlands www.kit.nl