Pestalozzi Children‘s Foundation emPower 2012

1. Pestalozzi Children‘s FoundationemPower 2012 • Monitoring & Evaluation Lecturers: Beatrice Schulter

2. Objectives • You understand what monitoring and evaluation are and their purpose in successful project management. • You know a variety of monitoring tools and you reflect their use. • You have an insight in different forms of evaluation and you reflect their use. • You are prepared to plan the monitoring and evaluation of projects.

3. Why?What do we need monitoring and evaluation for? • What?What is monitoring and what is evaluation? • How? What are possible monitoring and evaluation tools?

4. Why? • Monitoring helps us to check, whether we are effective and efficient during implementation • Evaluation helps us to check, whether we have been relevant, effective and efficient • This is important to improve the quality of our work through learning • monitoring → adjust working plans (action plan, budget) • evaluation → improve other projects / future project phases etc.

5. Monitoring is… • A continuing observation that uses systematic collection of relevant and selected data to provide the management and the main stakeholders of a programme/project with indications of the progress and achievement of inputs, outputs, outcome as well as the process.

6. Evaluation is… • An assessment of a project with regard to its planning, implementation, results • Evaluation makes statements about • the relevance of planned outputs/outcome • the achievement of the outputs/outcome (effectiveness) • the efficiency of the project • the sustainability • (the impact) • Evaluation makes recommendations on the further development of the projects

7. Monitoring is a process which is… • Focused • Repetitive • in time (periodic, regular) • in content • Monitoring is a process which asks... • Do we do the right thing (effectiveness)? • Do we do it the right way (efficiency)?

8. Monitoring scheme Process Monitoring (Inputs) What have we achieved? (qualitative) Why and how have we (not) implemented something? Monitoring Results monitoring What output & outcome has our work? How much have we achieved? (quantitative) What strengthens or hinders our work? Context monitoring

10. How to use monitoring results? • Project learning / Organisational learning • Adapting plans (action plan, budget) • Controlling

11. Monitoring tools / methods / approaches • Group work: • What kind of monitoring tools/methods/approaches do you know? • Which monitoring tools/methods/approaches are used in your organisation?

12. Monitoring tools • Tests • Official data bases • Steering committees • All sort of reports - Annual Project Report - Quarterly Project Reports - Reports of the Partner Organisation - School Reports • etc. • Work plans • Field visit • Spot-check visit • (Lessons) Observations • Participants meetings • Stakeholder meetings • PLR • Surveys • Questionnaires • Interviews

13. Evaluation is… • An assessment of a project with regard to its planning, implementation, results • Evaluation makes statements about • the relevance of planned outputs/outcome • the achievement of the outputs/outcome (effectiveness) • the efficiency of the project • the sustainability • (the impact) • Evaluation makes recommendations on the further development of the projects

14. PCF Evaluations • Mid-term evaluations after project phases I & II • Final evaluation after project phase III • Country programme evaluations every 4-6 years • PCF international programme evaluation 2007/2008

16. other axis: e.g. driver donor led, partner led, jointly led, participatory

17. Role Play: Project Evaluation • Role play in groups of 5 persons • Choose one of your projects in the working group • Plan the evaluation of this project advocating for your specific interests • Write the most important results in terms of evaluation results, evaluation team, area and people considered and evaluation methods on a flip chart