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Planning evaluation 2014 - 2020 An example - ERDF Berlin Dr. Oliver Schwab

Explore the comprehensive evaluation system designed for ERDF-OP Berlin, covering structured planning, strategic development, and effective monitoring to achieve targeted outcomes and objectives. Key steps, strategies, and conclusions are detailed.

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Planning evaluation 2014 - 2020 An example - ERDF Berlin Dr. Oliver Schwab

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  1. Planningevaluation 2014 - 2020 An example - ERDF Berlin Dr. Oliver Schwab IfS Institut für Stadtforschung und Strukturpolitik

  2. Overview • ERDF OP of Berlin - theEvaluation Subject • Evaluation System - theStructure • Planning Evaluation - theProcess • Conclusions

  3. The subject • ERDF-OP Berlin • Some 635 Mio. € ERDF • FourPriorities • Innovation • Specificobjective: Strengthening R&D in enterprises • Resultindicator: R&D-personnel in Berlin • Investment • Specificobjective: Increasingproductivity • Resultindicator: Growth rate ofproductivity (comparedtothe national average) • Climateprotection • Integrated urban development • OP will beformallysubmittedby end ofthismonth

  4. Structure: Monitoring andevaluationsystem - Overview Evaluation Externalfactors Indicator SystemMonitoring System ofobjectives Implementation Resultindicators Specificobjective Results Expectedresults Annual reportsInternal monitoringreports Output indicators(OP-specific) Outputs Common outputindicators Projects Actions Financial indicators

  5. Structure: Evaluations • One Evaluation study per priorityaxis • Scheduledfrom 2017 to 2019 • Possiblycovering pre-2014 dataandresultsforinstrumentsthathave not beenchanged • Predominantlytheory-based • Checkingifcomparison-group approachisfeasibleforpartsof PA 1 (innovation) • Additional ad-hoc-studies • Focused on implementation-relatedissues

  6. Process – First teps • 2012 • Call fortenderforexternalevaluationandstrategic support • Definingthebasicpatternoftheevaluationsystem • First decisions on theapproach in theoffer • Monitoring andevaluationsystemprofitsfromtheexperiencesofthe 2007 to 2013 period

  7. Process – Strategy Development • 2012/2013 • (More) strategicprogramming • DraftStrategy Outline (MA, June 2012) • Expert Workshop per Priority (Autumn 2012) • Development ofconcreteproposalstoimplementthestrategy • Consultation on a draftprogrammestructure (Summer 2013) • Crucialforfutureevaluation • Clear definitionofobjectives • Goodresultindicators • Selectionofinstrumentsasfocusedaspossible • Basis forfutureinterventionmodels

  8. Process – Planning Evaluation • 2014 • Literature Review • Reviewingacademicstudies plus available relevant evaluations (some 20 pages per priority) • (Re-)Constructionoftheinterventionmodelforeachpriority • Identificationofthe relevant externalfactors

  9. Process – Evaluation Plan • 2014 • The actualevaluation plan, per priority: • Definingtheconcreteevaluationquestions • Selectingthefocusforthestudies • Definingdatasources • Relation tomonitoring? • Additional owndatacollection? Methodsand Design? • Methodsforevaluation • Processesofevaluationanddiscussionofresults

  10. Conclusions • Intensive communicationis essential, linkingcompetencesof • Managing Authorities • Bodiesresponsibleforthedeliveryofsingleinstruments • Evaluation Team • Potential usersoftheevaluationresults (Monitoring Committee) • Coordinationofcrucialaspects • Developing a commonunderstandingoftheinterventionlogic • Coordinationofdatacollection (indicatordefinition!) • Link to Monitoring processes (usingexistingreportsandanalysis) • Coordinationwith additional evaluationactivities • Questionandpurposeoftheevaluation

  11. Conclusions • Internal evaluation plan • More comprehensiveanddetailedthanthe „official“ one • Training? • Specificsituation • Early involvment (andlong-term contract) • Goodrelationtomostactors • Possibilitytocoordinatewiththedevelopmentofthemonitoringsystemand additional evaluations • Most actorsareinterested in evaluation (or at least open for)

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