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Inter-Action EPEWG Meeting

Inter-Action EPEWG Meeting. “Measuring Agency-Level Results: Can it work, and does it matter?”. Tracking Beneficiaries and Services Delivered. Harry (“Hap”) Carr, Senior Technical Advisor for M&E Catholic Relief Services (CRS). April 10, 2013.

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Inter-Action EPEWG Meeting

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  1. Inter-Action EPEWG Meeting “Measuring Agency-Level Results: Can it work, and does it matter?” Tracking Beneficiaries and Services Delivered Harry (“Hap”) Carr, Senior Technical Advisor for M&E Catholic Relief Services (CRS) April 10, 2013

  2. Beneficiary and Service Delivery Indicators (BSDI) Measure Agency-wide Performance on CRS Fundamental Program Outputs Services Delivered and Beneficiaries Served Inter-Action EPEWG Meeting Presentation

  3. Types of Benefits in CRS Projects Direct Beneficiaries BSDI Indirect Beneficiaries Benefits / Services Policy Advocacy Not BSDI Environmental Protection Institutional Strengthening Inter-Action EPEWG Meeting Presentation

  4. CRS Services and Benefits • Eight Current CRS Program Areas: • Microfinance • Agriculture • Health • HIV-AIDS • Education • Peacebuilding • Water and Sanitation • Emergency Inter-Action EPEWG Meeting Presentation

  5. Water and Sanitation Inter-Action EPEWG Meeting Presentation

  6. Emergency Services and Beneficiaries Illustrative Service Categories Inter-Action EPEWG Meeting Presentation

  7. BSDI Data Flow Map Point of Service Delivery Typically data are recorded on paper for individual beneficiary Beneficiary and service delivery data are registered Data Typically data are transcribed to Excel files Regional/Partner Office Digital Data Beneficiary and service delivery data are recorded and records are updated Data Project Management Office Typically data are stored in a project database Beneficiary and services delivery data are stored, maintained, analyzed and reported Data Reports On-line Agency Database (PIMS) Donor Inter-Action EPEWG Meeting Presentation

  8. BSDI Performance Measurement Products BSDI allows accurate, annual agency-wide tracking of CRS performance BSDI allows integrated technical and financial performance analysis “Costs per beneficiary by service” BSDI will track “double counted” beneficiaries in a multi-sector projects Title II Project beneficiary of nutrition, agriculture and microfinance services Inter-Action EPEWG Meeting Presentation

  9. BSDI Actions in the Last Year • Field Validation Visits • West Africa region projects – March 2012 • Latin America And Caribbean region projects – May 2012 • Pilot Test of BSDI – June to December 2012 • CRS Emergency projects in the Sahel Crisis Area • Coordination with other CRS data management initiatives • Project Information Management System • East Africa M&E/ICT initiative • Data Stewardship Group Comparison with Other Agencies • Save the Children “Beneficiary Reach” • International Red Cross “People Reached Indicator” • USAID/State Foreign Assistance Framework – Elements and Sub-Elements Inter-Action EPEWG Meeting Presentation

  10. BSDI Catapult March 2013 CRS Board Meeting and FY2012 CRS Annual Report FY2012 Beneficiary Survey Inter-Action EPEWG Meeting Presentation

  11. FY2012 Beneficiary Survey • Short-fused request for FY12 beneficiary data: • From CEO – so it was important • Final data needed within 2 ½ months from request • Data to include Direct and Indirect Beneficiaries • By major CRS program areas • To be submitted through the CRS financial data reporting system • On newly designed screens and procedures for data entry • Three weeks were allowed for field data collection and reporting • Current CRS procedures for collecting beneficiary data: • In the BSDI Catalogue of Services and Beneficiaries – • Service area categories had been largely formulated • Most Direct Beneficiary definitions had been formulated • Few Indirect Beneficiary definitions had bee n formulated • There were no common procedures for beneficiary data collection Inter-Action EPEWG Meeting Presentation

  12. Beneficiary Survey Lessons Learned Lessons Learned… for the type and level of detail in guidance • How best to formulate guidance for data gathering and data entry • Common definitions of Indirect Beneficiaries for similar projects was difficult • There were some problems with the eBudget software BUT • Data can be easily entered into the system Lessons Learned…regarding our reporting of beneficiaries: • Beneficiary data reported in the past were generally – • Estimated from budget reports and were • Over-estimates There is value in having accurate, timely beneficiary data Inter-Action EPEWG Meeting Presentation

  13. Output versus Outcome Indicators • There has been an on-going discussion at CRS – • Not formally organized, • Part of various data management efforts going on • In which the importance of measuring CRS results was paramount We have tacitly settled on – • The primary importance of Beneficiary Data • In the longer-term goal of Outcome Indicators • …For selected selected program areas Inter-Action EPEWG Meeting Presentation

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