Monitoring and evaluation

Providing support to a capacity development process is a purposeful intervention aimed at bringing about change. Through monitoring, practitioners assess from time to time whether the intervention is still on course towards achieving the envisioned results or whether adjustments are required. An evaluation at the end of an intervention assesses the relevance, effectiveness and efficiency of the intervention.

Within the aided development sector, the logical framework is the most commonly used tool for planning, as well as monitoring and evaluation (M&E). Although the methodology of a logical framework has its merits, it is often not well applied and mainly used as a checklist for the purpose of accountability. Monitoring is reduced to checking whether activities have been completed as planned. The logical framework (in practice not in theory) does not encourage stakeholders to critically reflect from time to time on the quality of the previous steps or the validity of analytical insights and assumptions at the beginning of every project. This however may not be so much a problem of the “logframe” method as such but the way it is linked to contractual agreements between donor and recipient. The bureaucratic implications of proposing a change in a logical framework are often discouraging. As a result practitioners are not stimulated to learn and to develop an eye for the unpredictable dynamics in a complex environment that makes the road to planned outcomes (and even the planned outcomes themselves) very uncertain. Therefore the logical framework is seen to induce linear thinking.

The resources on page all explore ways to overcome the limitations associated with the logical framework approach to ensure that M&E processes serve to facilitate learning and innovation.

Featured Article

Evaluation for equitable development results

cover-equity focused evaluations This wide-ranging publication aims to contribute to the international debate on how to achieve equitable development results by conceptualizing, designing, implementing and using evaluations focused on human rights and equity. It does so by offering a number of strong contributions from 27 world-level experts and senior officers in institutions and governments dealing with development and evaluation. The authors also presented their contribution in a series of webinars that are available for download on the My M&E web portal. The book complements an earlier manual “ How to design and implement equity-focused evaluations,” published in 2011.

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Recent Articles

Microscore: a new self-assessment tool for capacity building programmes

21 May 2012

microscore-toolMicroNed, a network of Dutch organizations involved in microfinance, has introduced MicroScore, a tool intended to help microfinance institutions (MFIs) and cooperatives assess themselves before, during, and after conducting capacity building programmes. MicroScore measures the following four performance ratios: governance, institutional, financial performance management, and services and social performance management.

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Moving beyond strategy to implementation: Africa Capacity Indicators Report (ACIR) 2012

13 April 2012

ACIR 2012 cover pageThe African Capacity Building Foundation (ACBF) launched the second of its flagship annual reviews on the state of capacity development in Africa on 3rd April. This year's report is devoted to the theme of capacity development in agricultural transformation and food security. One of the highlights is Ghana's upgrading to the 'High' category of the ACI composite index. The composite index measures the policy environment, processes for implementation, development results at country level and capacity development outcomes. In 2011 there were no countries classified under the 'High' category.

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Evaluation for equitable development results

01 April 2012

cover-equity focused evaluations This wide-ranging publication aims to contribute to the international debate on how to achieve equitable development results by conceptualizing, designing, implementing and using evaluations focused on human rights and equity. It does so by offering a number of strong contributions from 27 world-level experts and senior officers in institutions and governments dealing with development and evaluation. The authors also presented their contribution in a series of webinars that are available for download on the My M&E web portal. The book complements an earlier manual “ How to design and implement equity-focused evaluations,” published in 2011.

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Towards common standards in development evaluation

18 March 2012

Few development organizations have the capacity to effectively evaluate their programmes. While there is broad agreement on the need to strengthen evaluation capacity, there has been little consensus so far on how to go about this. With this in mind, the Evaluation Capacity Development Group (ECDG) and the Joint Committee on Standards for Educational Evaluation (JCSEE) developed a proposal to create an International Workshop Agreement (IWA) on evaluation capacity development that has been approved by the International Standardization Organization (ISO).  During a workshop in Geneva, Switzerland on 17-21 October 2011, ECDG brought together M&E practitioners and standards experts to create a voluntary, consensus-driven agreement towards this end. A report of the workshop, which was supported by IDRC, GIZ and the OECD/DAC Evaluation Network, is now available.

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Participatory Monitoring and Evaluation: PRIA Global Partnership newsletter, Vol. 1, Issue 4

14 March 2012

cover-pria-global-partnership-issue4 The October 2011 issue of PRIA's Global Partnership newsletter contains a selection of papers that were presented and discussed in the International Conference on Monitoring and Evaluation: New Developments and Challenges, jointly organized by INTRAC, PSO and PRIA held on 14-16 June 2011 in the Netherlands.
 

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How to write Terms of Reference for an evaluation

23 January 2012

Screen shot 2012-01-23 at 11.41.43 AMDeveloping an accurate and well-specified terms of reference (ToR) is a critical step in managing a high-quality evaluation. The evaluation ToR document serves as the basis for a contractual arrangement with one or more evaluators and sets the parameters against which the success of the assignment can be measured. This practical guide from the World Bank's Independent Evaluation Group sets out a few basic principles and guidelines to help in the development of an effective evaluation.

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Essential Readings

  • David Watson (2010) "Combining the ‘Best of Two Worlds’ in Monitoring and Evaluation of Capacity Development" in: Ubels, J., N. Acquaye-Baddoo and A. Fowler (eds) Capacity Development in Practice, Earthscan, pp. 239-249

  • Nigel Simister with Rachel Smith (2010) Monitoring and Evaluating Capacity Building: Is it really that difficult? INTRAC Praxis Paper 3

  • Engel, P., N. Keijzer, and T. Land (2007) A balanced approach to monitoring and evaluating capacity and performance: A proposal for a framework, ECDPM Discussion Paper No. 58E

  • David Watson (2006) Monitoring and Evaluation of Capacity and Capacity Development, ECDPM Discussion Paper 58B

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MandE News: Resources on M&E communities of practice

Launched by Rick Davies, an independent M&E consultant, in 1997, MandE NEWS is both an information service and community resource on monitoring and evaluation practice. The portal contains a comprehensive database of M&E tools and methods, training and job opportunities, and the latest news and events in this area.

The web portal supports facilitates several mailing lists on M&E issues, especially as they relate to international development aid. It also contains a helpful overview of numerous specialized e-groups and learning communities, including country-specific groups active in all regions of the world.

For a full overview of email lists (egroups), and information on how to join, or start a group, please click here.

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