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Session8. Monitoring and Evaluation (M&E). Session Objective. Devise a simple monitoring plan for a PHE activity or project. Monitoring & Evaluation. PHE projects complex Different timeframes Need to demonstrate impact Contribute to data in field. Monitoring & Evaluation.

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Monitoring and Evaluation


Session objective

Session Objective

  • Devise a simple monitoring plan

    for a PHE activity or project

Monitoring evaluation

Monitoring & Evaluation

  • PHE projects complex

  • Different timeframes

  • Need to demonstrate impact

  • Contribute to data in field

Monitoring evaluation1

Monitoring & Evaluation

  • M&E also builds greater transparency and accountability in use of project resources

  • Information generated through M&E provide project staff with a clearer basis for decision-making

  • Future project planning and development is improved when guided by lessons learned from project experience

Relationship between m e

Relationship Between M&E

  • M & E are two different management tools that are closely related, interactive and mutually supportive

  • Through routine tracking of project progress, monitoring can provide quantitative and qualitative data useful for designing and implementing project evaluation exercises

  • Through the results of periodic evaluations, monitoring tools and strategies can be refined and further developed

Comparison between m e

Comparison Between M&E

Adapted from UNICEF, A UNICEF Guide for Monitoring and Evaluation: Making a Difference? New York, 1991, p.3

Commonalities of m e

Commonalities of M&E

  • Both monitoring and evaluation must be planned at the program/ project level

  • Baseline data and appropriate indicators of performance and results must be established



  • In practice, covers a wide range of activities and requires data collection, but data collection is not synonymous with monitoring

  • Monitoring also implies analysis and use of the data

  • Generally, the level that records information should be able to use it

  • Designing data collection systems with this principle in mind helps improve chances that the data will be collected carefully and put to use.

Planning a monitoring system

Planning a Monitoring System

  • What should be monitored?

    • Keep information requirements to a bare minimum

    • Collect info that will be most helpful to those who will use it

  • How?

    • Select methods to track indicators/report on progress

      • Observations, interviews, routine reporting, sentinel sites

      • Piggyback on existing data collection systems

      • Both formal/informal and quantitative/qualitative methods

      • Decide how information will be recorded systematically and reported clearly

      • Consider the time and skills of those who will collect the data

      • Pretest new monitoring instruments

Planning a monitoring system1

Planning a Monitoring System

  • Who should be involved when?

    • Clearly identifying who will collect information on indicators, when (frequency) and who will receive it

    • The monitoring plan should also identify who will be involved in reviewing progress and providing feedback

  • What resources are needed and available?

    • The human and financial cost of gathering, reporting and reviewing data should be identified

    • Needed funding and time should be set aside for this work

Planning a monitoring system2

Planning a Monitoring System

  • Consultation and Training

    • Discuss the monitoring program with a representative group from each level before it is put into effect

    • Provide training to those who will be using the monitoring systems

  • Prepare a workplan

    • for each year

    • listing the main activities to be carried out, their output, timing and parties involved

Example ipopcorm monitoring

Example : IPOPCORM Monitoring


  • Serve as the basis for establishing the project’s information systems

  • Generate information that will allow project managers to:

    • track achievement of project outputs (immediate results of project activities) , and

    • monitor progress towards achievement of objectives and desired outcomes (interim results created by outputs)

Table 1 plan to monitor achievement of ipopcorm outputs immediate results of project activities

Table 1. Plan to monitor achievement of IPOPCORM outputs (immediate results of project activities)

Table 2 plan to monitor progress toward ipopcorm objectives and desired outcomes

Table 2. Plan to monitor progress toward IPOPCORM objectives and desired outcomes



  • Draft a monitoring plan for your project

  • Make sure that it is tied to your

    • Conceptual Model

    • Results Chain Factors

    • Objectives

    • Indicators

    • Interventions/Activities

  • Use the Worksheet entitled “PHE Monitoring Plan Tool” (see next slide)

    Time: 60 minutes

Phe monitoring plan tool

PHE Monitoring Plan Tool


How to Use the Tool

1st Column – insert your pre-determined time-bound objective

2nd Column – insert your pre-determined Intervention and the associated Result Chain Factor

3rd Column – list 2 or more of the indicators you selected for the specific intervention-results chain factor set. Try to include an outcome indicator as well as process indicators.

4thColumn - insert a performance target for each indicator – e.g. quantitative estimate of expected result by EOP

5th Column – insert the Means (HOW) you will gather the information

6th Column – insert the Frequency of data collection (WHEN)

7th Column – Insert the name of the party/agency/person who will be primarily responsible for collecting/ reporting the information

Sample worksheet sectoral intervention

Sample Worksheet – Sectoral Intervention


Sample Worksheet – Integrated IEC Intervention

Sample worksheet value added intervention

Sample Worksheet - Value-Added Intervention

Sample worksheet linked intervention

Sample Worksheet – Linked Intervention

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