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Establishing a Monitoring and Evaluation System

Establishing a Monitoring and Evaluation System. Joel Turkewitz World Bank April 2003. Key Issues. Tendency to jump: What should be monitored. M&E involves more than just measuring a few variables. Core questions for us to Answer. What is going to be monitored?

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Establishing a Monitoring and Evaluation System

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  1. Establishing a Monitoring and Evaluation System Joel Turkewitz World Bank April 2003

  2. Key Issues • Tendency to jump: What should be monitored. • M&E involves more than just measuring a few variables

  3. Core questions for us to Answer • What is going to be monitored? • What methodologies are going to be used? • Who is going to monitor? • How will this data be evaluated? • What will be done with the evaluation?

  4. 1. WHAT IS GOING TO BE MONITORED • What are our objectives? • Types of monitoring • Monitor Inputs • Monitor process • Monitor outputs • Monitor Outcomes • Traditional vs. Performance Monitoring

  5. What is Going to be Monitored (con’t) • What resources exist to monitor and evaluate? • Data • Financial • Human capacity • Are we prepared for the results?

  6. 2. WHAT METHODOLOGIES ARE GOING TO BE USED? • Selection of Indicators • Clear – precise and unambiguous • Relevant – Appropriate to the Subject at Hand • Economical – Available at reasonable cost • Adequate – Must provide a sufficient basis to assess performance. • Monitorable – Must be amenable to independent validation • Salvatore Schiavo-Campo, 2000

  7. Data Collection Methods Key informantinterviews Census Conversationwith concernedindividuals Questionnaire Participant Observation Householdbudgetsurveys Direct observation Reviewsof officialrecords Communityinterviews Fieldexperiments Focusgroupinterviews Fieldvisits Informal/Less Structured Methods More Structured/Formal Methods

  8. Data Collection Issues that Need to Be Defined • What data do we need? • When does it need to be collected? • How will it be collected? • Who collects the Data? • Who reports on the Data?

  9. 3. WHO IS GOING TO MONITOR • National vs. Regional/International • Central Agency v. Line Ministries • Central Government v. Sub-national Governments • Government v. Non-Government

  10. Questions to ask about who will monitor • Where is the information that is needed found? • Where will the analysis take place? • Who will act on the information that is created through monitoring?

  11. 4. HOW WILL INFORMATION BE EVALUATED • Who will evaluate the monitoring data? • What will be the unit of analysis? • Raw numbers • Percentages • Organizational units • Geographical • Demographics

  12. Evaluation on Info (con’t) • How frequently will the data be evaluated? • What type of reports will be created? • How will the reports be distributed?

  13. 5. WHAT WILL BE DONE WITH THE EVALUATION • Will it be made public? • How will it impact on: • Policy • Individuals/programs • Critical question – Timing of evaluation reports if findings are to have impact

  14. FINAL DIMENSION • Establishing a realistic time framework. • Movement to performance orientation is a medium to long-term reform • Establishing an effective M&E system will also take time. • M&E system needs to be put in place incrementally

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