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CBHFA PMER update Actualización de PMER en SPAC. November/ Noviembre 2013. ?. What is PMER? What is PMER tool kit ? Why ? ¿Qué es PMER? ¿Qué es el kit de herramientas PMER? ¿Por qué?. PMER . Objectives of this session

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Whatis PMER? Whatis PMER tool kit? Why?¿Qué es PMER? ¿Qué es el kit de herramientas PMER? ¿Por qué?


Objectives of this session

  • to inform about the PMER toolkit update process and the updated tools
  • to have an overview of the tools
  • to share from evaluations done in America
  • to analyse situation/needs in PMER and …
  • To define next steps (traducción al español?)
cbhfa pmer toolkit

October 2010:

AP CBHFA workshop - Lessons learnt and M&E

October 2009:

CBHFA M&E workshop


Tools developed (consultant)

Pilot testing the tools

January 2011:

Launchof toolkit

cbhfa pmer toolkit1

May-July 2013:

Desk review of reports; conducting interviews, feed-back through questionnaires


Using tools in programming

October 2013:

Update finalized

November 18-21, 2013:

CBHFA workshop


  • Erase una vez en América
  • Once upon a time in América
  • Desk review (7 reports from Global/Regional meetings; comments/feed-back received)
  • Questionnaire(35 completed from NS, IFRC staff/31 using the toolkit)
  • Interviews (16 interviews with NS CBHFA focal persons, IFRC staff)
most and least important tools n 31 herramientas m s menos importantes
Most and least important tools (N=31)Herramientasmás/menosimportantes
pmer toolkit overview herramientas de pmer n 29
PMER toolkit overviewHerramientas de PMER (n=29)

Usefulness / Utilidad Layout / Diseño

indicator guide guia de indicadores n 30
Indicator guideGuia de Indicadores(n=30)

Usefulness Utilidad Language/writing Lenguaje/Escritura

volunteer record book n 22 libro de registro del voluntario
Volunteer record book (n=22)Libro de registro del voluntario

Usefulness Utilidad Language/writing Lenguaje/escritura

baseline e ndline questionnaire cuestionario de l nea de base final
Baseline/endline questionnaireCuestionario de línea de base/final

Language/writing Lenguaje/ escritura

  • How do you PMER in yournationalsocieties?
  • Como PMER ustedes en sus sociedades nacionales?
cbhfa pmer kit overview kit de pmer vision general
  • What: basics of setting up and using a monitoring and evaluation system for CBHFA programmes.
    • Clarifies what monitoring and evaluation are
    • How you plan to do M&E, design a system that helps you monitor and an evaluation process
    • Helps in selecting appropriate indicators for various CBHFA topics and tools to measure them.
  • Why: Help CBHFA managers to effectively plan, implement and report community health programmes.
cbhfa pmer kit overview
  • Who: This toolkit should be useful to anyone working in CBHFA, who is concerned about the efficiency, effectiveness and impact of the work of the programme
  • When: CBHFA programmes MOMENTS
    • in planning and designing
    • in preparinglogframes
    • in selecting appropriate indicators
    • in setting up monitoring and reporting systems
    • in evaluation (baseline and endline).
table of contents 1
Tableof contents 1
  • 0. CBHFA PMER ToolkitOverview
  • 1. Planningtools/templates
      • 1.1 CONCEPT PAPER Template
      • 1.2 ProposalTemplate
      • 1.3 Logicalframework (logframe) template
      • 1.4 CBHFA Indicator Guide
      • 1.5 M&E Plan template
      • 1.6 Plan of action template
table of contents 2
Table of contents 2
  • 2. Monitoringtools/templates:
    • 2.2 Home visit guide
    • 2.3 SupportiveSupervisionchecklist
    • 2.4 Community health committee visit and community satisfaction checklist
table of contents 3
Table of contents 3
  • 3. Evaluationtools/templates 66
    • 3.2 Survey data entry
  • 4. Reportingtools/templates
    • 4.1 Community Level Monthly Report
    • 4.2 Community Progress Report – CBHFA
    • 4.3 Branch Monthly CBHFA Report
    • 4.4 Indicator tracking table (ITT)
overall changes cambios 1
Overall changes / Cambios 1
  • All tools in “one book”/ Todasherramientas en “un manual”
  • In collaboration with PED / Colaboración con PED
  • Streamlined with other IFRC PMER tools/ racionalizado con otrasherramientas de PMER de FICR
  • Corrections; consistency / Correcciones;consistencia
  • Language simplified /Simplificación de lenguaje
changes cambios 2
Changes / Cambios 2
  • Repeated information and annexes removed/ Eliminadosanexos e informaciónrepetida
  • Links to tools and reference material inserted/ Enlaces a herram. y material de referencia
  • Case study guide and survey guide/Guiade estudios de caso y guia de encuestas
  • Tool for data entry for baseline-endline questionnaire added/ Herram. paraentrada de datos del cuestionario de linea de base/
changes cambios 3
Changes /Cambios 3


  • the “boxes” containing the “what, who, where, when” kept
  • most of the accompanying text moved to respective section and/or tool
  • a link to the respective tool inserted next to each “box”
  • links to IFRC reference material inserted
1 planning tools and templates
1. Planning tools and templates
  • Concept paper template
  • Proposal template
  • Logframe template
  • Indicator guide
  • M&E plan template
  • Plan of action template

Proposal Template

Community Health / CBHFA

Cover page (1 page) Includes project name, project duration, partners and a photo

Summary table(1 page, similar to the concept paper)

Table of contents (1 page, table)

Abbreviations(1 page, table)

1. Executive summary (1-2 pages) Summarize the entire project. Explain why the project is necessary, what the

problem is, who the people affected are and how the project will contribute to the solution. Provide goal and outcomes,

a summary of key activities and required resources (human, financial and other). Describe how the project will be

monitored and evaluated. Briefly outline the capacity of the national society to implement the project.

2. Background, assessment, finding (2-4 pages) Briefly describe the region/district including population,

economic, socio-political, security etc. where the project will be carried out. Outline the main needs, capacities and

resources of the target population and the approach used for the assessment. Summarize the nature of the problem;

identify the causes of these problems and potential effects or consequences if not addressed.

3. Overview of target area and beneficiary population(1 page) Briefly describe the location of the

proposed project and explain why and how this area was chosen. Describe the target population and why they are

targeted. Include beneficiary estimates broken down by gender where available. Describe what kind of consultation with

or participation of the target population occurred.


4. Project objectives (3 pages)

Explain why the goal, outcomes and outputs have been chosen to be tackled by the project. The reasoning

should be linked to the needs assessment, situation and problem analysis. Include consultation with or

participation of the population if this occurred. Include the project logframe in the annex.

5. HNS and partner(s) roles and responsibilities(2 pages) Describe HNS and partners roles

and responsibilities, the project team, i.e. staff, volunteers, etc.

6. Monitoring, evaluation and reporting (2-3 pages) Outline the main approaches to the

monitoring and evaluation of the project. The M&E plan should outline how data from monitoring and evaluation will be

collected, analysed and reported. Follow the six steps to M&E planning described in the in “IFRC Project/programme monitoring

and evaluation (M&E) guide” and use the M&E plan template in this toolkit.

7. Capacity Building(­1/2 page) Describe how this project will contribute to building HNS capacity and any key

capacity building activities necessary to support the implementation of the project.

8. Sustainability(1 page) Describe how key activities will continue after project funding ends OR describe how the

impact of the project will continue after key funding and critical activities end.

9. Coordination/Partnership(1 page) Outline who the different partners are, who reports to who, and

what is the role of each party. Briefly describe how coordination among the various local and international humanitarian /

government organizations working in the area will be carried out.

10. Cross-Cuttingissues (1 page) e.g. Gender Equity, Accountability to Beneficiaries...

11. Plan of action overview(­1/2 page)

12. Budget overview(­1/2 page) Appendices



1 CBHFA General indicators

2 CBHFA Technicalindicators

2.1 Basic first aid and injury prevention (Module 4)

2.2 Community mobilisation in major emergencies (Module 5)

2.3 Family planning (Module 6, topic 2)

2.4 Safe motherhood (Module 6, topic 3)

2.4 Care of a newborn (Module 6, topic 4)

2.6 Nutrition (Module 6, topic5)

2.7 Immunization and vaccination campaigns ( Module 6, topic 6)

2.8 Safe water, hygiene and sanitation (Module 6, topic 7)

2.19 Noncummunicablediseases (Module 8)

2.20 Violence prevention (Module 9)

2 monitoring tools
2. Monitoring tools
  • Volunteer record book
  • Volunteer’s home visit guide
  • Supportive supervision checklist
  • Community health committee visit and community satisfaction checklist

Core principles of good messages

Principiosclave parabuenosmensajes

Communicate a benefit Comunicar un beneficio

Keep it simple Mensajesencillo

Call to action Invitandoa la acción

volunteer record book continued
Volunteer record book continued

Topics I discussed during household visits and in group meetings:__________________________


I talked to the community about adopting a healthy behavior :____________________________


Who I talked to in the community:___________________________________________________


How I provided support to the community: _______________________________________________________________________________

Messages I communicated in the community: _______________________________________________________________________________

Topics I discussed when distributing IEC material: _______________________________________________________________________________

I need support for: __________________________________________________________________________________________

3 evaluation tools
3. Evaluation tools
  • Survey questionnaire/ Cuestionario
  • Data entry for baseline/endline questionnaire /Entrada de datospara el cuestionario de linea de base/fin
4 reporting tools
4. Reporting tools
  • Community level monthly report
  • Community progress report – reporting back to the community
  • Branch monthly report
  • Indicator Tracking Table