Monitoring, Evaluation & Technical Assistance. Session Goals. Identify key entry points for TA Demonstrate linkages between M&E, procurement and finance Reemphasize the importance of M&E in the PBF model. Proposal development. Entry Points for TA in M&E. M&E Plan
The Performance Framework
The Performance Framework is a legally-binding document attached to the grant agreement. It mainly focuses on a subset of indicators from the M&E plan which are used to measure the program’s performance and consequently inform disbursement decisions.
The M&E Plan
An M&E plan is typically a document developed in consultation with all major stakeholders that describes how the national (or Global Fund grant-specific) M&E system works and the costed actions needed to strengthen it over a set period of time.
Normally PR should submit the National M&E plan, unless:
Multi-country proposal Regional M&E Plan
National M&E Plan does National M&E Plan with
not include details GF-specificannex
required for GF grant
No National M&E Plan Submission of GF-specific
M&E plan and subsequent
elaboration of National
Break down M&E costs by cost category
Show GF contribution to national M&E agenda and budget (vis a vis the gap)M&E Budget
M&E Technical assistance
Training, workshop and meetings
Data quality assurance
Equipment, infrastructure (including IT) and consumables/running costs
Production of M&E Plans, work plans, guidelines, tools and reports
Surveys, surveillance, operational research and special studiesM&E Budget Cost Categories
Support the submission of the national M&E plan every time a grant specific M&E plan is not needed.Key messages
Implementation of M&E system strengthening action planTA during Grant Implementation
Training of people
Operational definitions (of indicators)The Most Common M&E Issues where TA Could Help during implementation
Importance of M&E in the performance based funding model
Be honest and realistic with your clientsFinal Thoughts
Groups of 5 or 6
Methodology: Group-based problem solving and development of TA action plan.
Diagnosis of problem
Identification of potential solutions
TA action plan from M&E perspectiveExercise Instructions
It would be helpful to prepare an introduction to each session (1 slide) explaining:
The methodology of the session (presentation – Q&A – exercise)
Set of questions.
Number of groups for the exercise.
The introduction format should be the same for the three presentations, a common
methodology, common tool,
with different specific results (and questions).
The common output could represent a better understanding of the links and
between the different areas
that characterize a proposal (or technical assistance).
For each indicator:
Baseline values with dates and relevant source of data
Targets set according to frequency of measurement
Data collection method for the indicator – e.g. health information system, programme monitoring, ANC sentinel surveillance, population-based surveys, facility-based surveys, etc.
Frequency of data collection (monthly, quarterly, annual, 3 years, etc.)
Person/agency responsible for data collection and reporting (if agency, please specify relevant unit)M&E Framework & Data collection methods (required)
The Global Fund has developed a system of on-site data verification that could be expanded beyond Global Fund grantsData quality assurance (required)
Should be developed and agreed upon among different stakeholders (especially those involved in the implementation and support of the activities included)
Can be developed with M&E System Strengthening tool which should be considered a living document, constantly monitored and to be reviewed and updated on a regular basis.Action Plan (required)
Global Fund contribution should be indicated
5-10% of grant is recommended to be used to strengthen the M&E system
Examples of budget items are: HMIS strengthening, TA, workshops, surveys, staff, information products, etc.M&E Budget (required)
data flow from sources to final usersData management (desirable)
strategy adopted to improve the M&E capacity over the plan’s lifespanCapacity building (desirable)
Sistemas de Monitoreo y Evaluación
Sistemas de Monitoreo y Evaluación?
Paso 2: Plan de Acción