Tracking national portfolios and assessing results
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Tracking national portfolios and assessing results. Sub-Regional Workshop for GEF Focal Points East and Southern Africa 25-27 June 2008, Windhoek, Namibia. Presentation Outline. Monitoring & Evaluation Role of Focal Points in M&E Tracking the Portfolio: Tools & Approaches

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Tracking national portfolios and assessing results

Tracking national portfolios and assessing results

Sub-Regional Workshop for GEF Focal Points

East and Southern Africa

25-27 June 2008, Windhoek, Namibia


Presentation outline

Presentation Outline

  • Monitoring & Evaluation

  • Role of Focal Points in M&E

  • Tracking the Portfolio: Tools & Approaches

  • Role of M&E in implementation of the RAF

  • Monitoring: Issues for Discussion


Tracking national portfolios and assessing results

Monitoring & Evaluation


What is monitoring evaluation

What is Monitoring & Evaluation?

  • Monitoring provides management with a basis for decision making on progress and GEF with information on results. This involves:

    • Ongoing, systematic gathering of qualitative and quantitative information to track progress on project outcomes & outputs

    • Identification of implementation issues and propose actions to solve these

  • Evaluation provides lessons learned and recommendations for future projects, polices and portfolios. This involves:

    • Periodic assessment of results (i.e. outputs, outcomes and impact) according to the criteria of relevance, effectiveness, efficiency and sustainability


Relevance of monitoring evaluation for focal points

Relevance of Monitoring & Evaluation for Focal Points:

→Monitoring:

  • Project Implementation Review (for each project annually)

  • Portfolio Monitoring (country specific)

    →Evaluation:

  • Mid-Term Evaluation of projects (in some cases)

  • Terminal Evaluations – of all projects

  • Portfolio Evaluations by country (e.g. Vietnam, China)


Tracking national portfolios and assessing results

Role of Focal Points in M&E


Role of gef focal point in m e

Role of GEF Focal Point in M&E…

Role depends on country specific circumstances →

- Country capacity

Institutional setting

Portfolio scope and size (number of projects)

What are some of the potential roles and responsibilities in M&E?

Keeping track of GEF support at the national level

Promoting use of evaluation recommendations and lessons learned, particularly in new project proposals

Supporting and ensuring dissemination of GEF M&E information

Keeping stakeholders informed and consulted in plans, implementation and results of country GEF M&E activities

Assisting the Evaluation Office, as the first point of entry into a country, during evaluations: identifying major relevant stakeholders, coordinating meetings, assisting with agendas –coordinating country responses to these evaluations

Other examples?


Tracking national portfolios and assessing results

Key Message 1:

It is very important for Focal Points to participate in and be informed of Monitoring and Evaluation in their countries.


Tracking national portfolios and assessing results

Key Message 2:

There is no prescribed role for the Focal Points in Monitoring and Evaluation – it depends in the institutional setting, capacity and portfolio scope, size.


Tracking national portfolios and assessing results

Tracking the Portfolio: Tools & Approaches


Tracking the portfolio tools and approaches

Tracking the Portfolio: Tools and Approaches

M&E of the portfolio:

Creating a simple tracking system for GEF projects (see next slide).

Including the GEF Support in national tracking system of international grants/loans.

Reporting GEF achievements against national development goals and objectives (MDGs? Reporting to Conventions?)

Establishing a close collaboration with GEF Agencies M&E officer and projects managers.

Exchanging experiences and information in workshops – both sub-regional and national.

Supporting annual workshops to discuss project implementation, experiences and lessons and results with key GEF players in the country.


Tracking the portfolio an example

Tracking the Portfolio - an example

Portfolio Tracking System –

  • Project level data:

    • Basic Data – such as:

      • Project Data (name, agency, focal area etc.)

      • Financial information: GEF grant and cofinancing

      • Project cycle dates (entry into pipeline, approval, start up)

      • Basic data can be found in the PMIS)

    • Substantive Data – such as:

      • Objective(s), Expected Outcome(s),

      • Ratings: implementation progress and likelihood of achieving objectives,

      • Once completed: actual achievements and lessons learned, Project documents

  • This information feeds into the progress of overall environmental achievements at higher levels, namely - the national targets, the MDGs and the GEF strategic targets. Keep it simple and only collect and record information that will be used!


Tracking the portfolio why is it useful

Tracking the portfolio: Why is it useful?

  • Tokeep track of environmental achievements towards national targets, the MDGs and the GEF strategic targets and mandate

  • To improve coordination and policies / institutions:

    • For national coordination of the GEF portfolio: between ministries, implementing and executing agencies, civil society etcetera

    • To feed into national decision making on GEF support (strategy, priorities)

    • For harmonization purposes: preventing overlap between donors, agencies, government policies and so on

  • To improve project implementation:

    • To provide an overall overview of the GEF portfolio currently under implementation in the country

    • To be informed of implementation progress and help resolve implementation issues of projects (start, end, major events, delays)

    • To be able to address common problems – reoccurring in the portfolio

    • To integrate lessons learned, disseminate valuable experience and give recommendations in future work/ project proposals


Where to find information to track the portfolio

Where to find information to track the portfolio?

  • Project Implementation Reports produced annually by the projects and GEF Agencies (self assessments)

  • Supervision reports from GEF Agencies

  • PMIS (project management information system)


Tracking national portfolios and assessing results

Role of M&E in implementation of the RAF


Role of m e in implementation of the raf

Role of M&E in implementation of the RAF

→ M&E is linked to improving results and performance

- which is linked to countries RAF allocations..

  • To improve Global Environmental Benefits (GEB)

    • of projects

    • at country level → RAF GBI

  • To improve environmental policies and institutions

    • through projects

    • at country level → RAF GPI


  • Tracking the portfolio why is it useful 2

    Tracking the portfolio: Why is it useful? (2)

    (continued)

    • To improve project results

      • increase global environmental benefits

      • ratings of projects in terminal evaluations → RAF GPI

  • To improve project implementation

    • increase likelihood of project results

    • Ratings in project implementation reports → RAF GPI


  • Tracking national portfolios and assessing results

    Key Message 3:

    Monitoring & Evaluation is linked to improving results and performance - which is linked to countries RAF allocations…


    Tracking national portfolios and assessing results

    Monitoring: Issues for Discussion


    Monitoring issues for discussion

    Monitoring: Issues for discussion

    • How are the partners working together in monitoring? (Focal Point, Agency, project staff, technical ministry or department, beneficiaries…)

      • Who does what? How is information circulating? How can the Focal Point support the GEF portfolio in national management and decision-making?

    • Further development of tools for tracking portfolios.

      • How are available tools used?

      • What type of information is required? How will the information be used?

      • Who should be involved in national knowledge sharing forum? And how?


    Available information sources

    Available information sources:

    • Project evaluations: mid-term and final (independent) from GEF Agencies

    • National development goals tracking systems

    • Knowledge exchange during workshops(national coordination committees, with other focal points, annual workshops with implementing / executing agencies, other actors in the field – NGOs, CBOs etc)

    • Information from established focal area task forces, networks, environmental assessments and other relevant activities.

    • Evaluations conducted by GEF-EO and independent evaluation offices of GEF Agencies


    More information

    More information….

    • GEF corporate evaluations and lessons learned: www.gefeo.org, under Publication or Ongoing Evaluations

    • The GEF M&E Policy: www.gefeo.org, under Policies and Procedures

    • Project evaluations (161 terminal evaluations): www.thegef.org, under Project Database, for search click on Evaluation Documents

    • Email contact: [email protected]


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