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Establishing a Monitoring and Evaluation System. Joel Turkewitz World Bank April 2003. Key Issues. Tendency to jump: What should be monitored. M&E involves more than just measuring a few variables. Core questions for us to Answer. What is going to be monitored?

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establishing a monitoring and evaluation system

Establishing a Monitoring and Evaluation System

Joel Turkewitz

World Bank

April 2003

key issues
Key Issues
  • Tendency to jump: What should be monitored.
  • M&E involves more than just measuring a few variables
core questions for us to answer
Core questions for us to Answer
  • What is going to be monitored?
  • What methodologies are going to be used?
  • Who is going to monitor?
  • How will this data be evaluated?
  • What will be done with the evaluation?
1 what is going to be monitored
1. WHAT IS GOING TO BE MONITORED
  • What are our objectives?
    • Types of monitoring
      • Monitor Inputs
      • Monitor process
      • Monitor outputs
      • Monitor Outcomes
  • Traditional vs. Performance Monitoring
what is going to be monitored con t
What is Going to be Monitored (con’t)
  • What resources exist to monitor and evaluate?
    • Data
    • Financial
    • Human capacity
  • Are we prepared for the results?
2 what methodologies are going to be used
2. WHAT METHODOLOGIES ARE GOING TO BE USED?
  • Selection of Indicators
    • Clear – precise and unambiguous
    • Relevant – Appropriate to the Subject at Hand
    • Economical – Available at reasonable cost
    • Adequate – Must provide a sufficient basis to assess performance.
    • Monitorable – Must be amenable to independent validation
          • Salvatore Schiavo-Campo, 2000
data collection methods
Data Collection Methods

Key informantinterviews

Census

Conversationwith concernedindividuals

Questionnaire

Participant Observation

Householdbudgetsurveys

Direct observation

Reviewsof officialrecords

Communityinterviews

Fieldexperiments

Focusgroupinterviews

Fieldvisits

Informal/Less Structured Methods

More Structured/Formal Methods

data collection issues that need to be defined
Data Collection Issues that Need to Be Defined
  • What data do we need?
  • When does it need to be collected?
  • How will it be collected?
  • Who collects the Data?
  • Who reports on the Data?
3 who is going to monitor
3. WHO IS GOING TO MONITOR
  • National vs. Regional/International
  • Central Agency v. Line Ministries
  • Central Government v. Sub-national Governments
  • Government v. Non-Government
questions to ask about who will monitor
Questions to ask about who will monitor
  • Where is the information that is needed found?
  • Where will the analysis take place?
  • Who will act on the information that is created through monitoring?
4 how will information be evaluated
4. HOW WILL INFORMATION BE EVALUATED
  • Who will evaluate the monitoring data?
  • What will be the unit of analysis?
    • Raw numbers
    • Percentages
    • Organizational units
    • Geographical
    • Demographics
evaluation on info con t
Evaluation on Info (con’t)
  • How frequently will the data be evaluated?
  • What type of reports will be created?
  • How will the reports be distributed?
5 what will be done with the evaluation
5. WHAT WILL BE DONE WITH THE EVALUATION
  • Will it be made public?
  • How will it impact on:
    • Policy
    • Individuals/programs
  • Critical question – Timing of evaluation reports if findings are to have impact
final dimension
FINAL DIMENSION
  • Establishing a realistic time framework.
  • Movement to performance orientation is a medium to long-term reform
  • Establishing an effective M&E system will also take time.
  • M&E system needs to be put in place incrementally