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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 outputs (immediate results of project activities) objectives and desired outcomes

TASK outputs (immediate results of project activities)

  • 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 outputs (immediate results of project activities)

How to Use the Tool outputs (immediate results of project activities)

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 outputs (immediate results of project activities)

Sample Worksheet – Integrated IEC Intervention outputs (immediate results of project activities)

Sample worksheet value added intervention
Sample Worksheet - Value-Added Intervention outputs (immediate results of project activities)

Sample worksheet linked intervention
Sample Worksheet – Linked Intervention outputs (immediate results of project activities)