what? There are many ways to disseminate evaluation results beyond the project team. It would be an oversimplification to simply say that Participatory Monitoring and Evaluation is preferable and superior to conventional Monitoring and Evaluation. The next element of the M&E plan is a section on roles and responsibilities. After following these 6 steps, the outline of the M&E plan should look something like this: M&E Planning: Template for Indicator Reporting, Evaluation Toolbox. PROJECT MONITORING AND EVALUATION AND ITS IMPORTANCE. What software program will be used to analyze data and make reporting tables? The first step to creating an M&E plan is to identify the program goals and objectives. This will ensure there is a system in place to monitor the program and evaluate success. What might be useful to one stakeholder may not be useful to another. These were progressively improved with the support of the stakeholders from the villages. It can help the Foundation answer key ques-tions about grants, clusters of grants, components, initiatives, or strategy. Question: Write an essay on monitoring and evaluation (M&E) in which you: describe the difference between monitoring and evaluation distinguish between participatory M&E and conventional M&E describe how participatory monitoring and evaluation (PM&E) is used in practice with specific reference to case studies from China Title: Monitoring and Evaluation when? Cornwell et al (2009:86) summarize these merits as follows: Basically, when done properly, participatory evaluation promotes empowerment, confidence, self-esteem and independence. Another difference is also who is typically concerned with the data produced by Monitoring and Evaluation. They help to answer the question, Have program activities made a difference? Some examples of outcome indicators are: These are just a few examples of indicators that can be created to track a programs success. Question: Write an essay on monitoring and evaluation (M&E) in which you: describe the difference between monitoring and evaluation distinguish between participatory M&E and conventional M&E describe how participatory monitoring and evaluation (PM&E) is used in practice with specific reference to case studies from China Title: Monitoring and Evaluation (M&E) TABLE OF CONTENTS PAGE 1 Introduction3 2 The difference between monitoring and evaluation3 3 Distinguishing Participatory Monitoring and Evaluation from conventional Monitoring and Evaluation4. Knowledge of the essential elements of the planning and monitoring and processes in How about receiving a customized one? Such a classification system allows the Monitoring and Evaluation practitioner to select an appropriate type of M&E depending on the project situation. More information about identifying these objectives can be found in thelogic model guide. Two groups of research teams of the Community-Based Natural Resource Management (CBNRM) programme of the International Development Research Centre (IDRC) had identified that they wanted to build their capacity in terms of Participatory Monitoring and Evaluation. These options should be discussed with stakeholders and your team to determine reasonable expectations for data review and to develop plans for dissemination early in the program. It is through the continuous monitoring of project performance that you have an opportunity to learn about what is working well and what challenges are arising. On-going support is provided by Breakthrough ACTION with support from USAID's Bureau for Global Health, under Cooperative Agreement #AID-OAA-A-17-00017. Any opinions, findings, conclusions, or recommendations contained within InformalScience.orgare those of the authors and do not necessarily reflect the views of NSF. Cloete and Rabie (2009:2) choose the following definition of evaluation by Mark, Greene & Shaw: Evaluation literally means to work out the value (of something) in its Latin root valere. Grant or portfolio monitoring is a process of tracking milestones and progress against To summarize, the key difference between Participatory Monitoring and Evaluation and conventional Monitoring and Evaluation is the participatory approach of Participatory Monitoring and Evaluation, whereby the evaluation team draws project stakeholders into the mix and the evaluator plays the. On this site youll find a range of resources and guidance helpful for developing slide presentations and posters. Within the evaluation field there has been a strong emphasis on the use of visualizations when sharing findings in evaluation reports. The Potent Presentations Initiative, sponsored by the American Evaluation Association, has the explicit purpose of helping evaluators improve their presentation skills, both at evaluation conferences and in their individual evaluation practice. It is intended to serve as a flexible guide for determining an evaluation report's content. This audience includes the public, ISE professionals, and other evaluators. (Jianchu et al 2009:393) Gender sensitivity was observed during data analysis and women played an important role in providing information. Click here to access this Guide in Arabic, . The M&E plan should include plans for internal dissemination among the program team, as well as wider dissemination among stakeholders and donors. What Does Informal STEM Education and Science Communication Research Tell Us? The intention was to add PM&E to ongoing research efforts. This blog post and corresponding white paper from the Building Informal Science Education (BISE) project address the question, How can evaluators help to ensure reports they share online are useful to other evaluators? TheBISEproject team analyzed 520 evaluation reports on informalscience.org to create set of guiding questions evaluators can ask themselves as they prepare a report to share with an evaluator audience on sites such as informalscience.org. Number and percent of new STI infections among youth. This table can be printed out and all staff working on the program can refer to it so that everyone knows what data is needed and when. A better understanding of the local context is also developed through Participatory Monitoring and Evaluation than through conventional Monitoring and Evaluation. How do evaluators determine what information is useful to their various reporting audiences? It is better to collect fewer data well than a lot of data poorly. Other types of data depend on outside sources, such as clinic and DHS data. Reporting and Dissemination: Building in Dissemination from the Start. This audience would also be considered the primary intended users of the evaluation (Patton, 2012). Reach and success of the program intervention within audience subgroups or communities, Small surveys with primary audience(s), such as provider interviews or client exit interviews, The reach of media interventions involved in the program, Media ratings data, brodcaster logs, Google analytics, omnibus surveys, Reach and success of the program intervention at the population level, Nationally-representative surveys, Omnibus surveys, DHS data, Qualitative data about the outcomes of the intervention, Focus groups, in-depth interviews, listener/viewer group discussions, individual media diaries, case studies, Number of trainings held with health providers, Number of outreach activities conducted at youth-friendly locations, Number of condoms distributed at youth-friendly locations, Percent of youth receiving condom use messages through the media, Percent of adolescents reporting condom use during first intercourse, Number and percent of trained health providers offering family planning services to adolescents, Number and percent of new STI infections among adolescents. These are important considerations. What Are The Important Gaps in Informal STEM Education and Science Communication Research? 4 Participatory Monitoring and Evaluation (PM&E) in practice Let us now focus on how Participatory Monitoring and Evaluation is used in practice with specific reference to a case study from China by Jianchu, Qui & Vernooy. (Jianchu et al 2009:391) Exercises that involved identifying and discussing research gaps linked to the six PM&E questions (why? 2006:1), Participatory Monitoring and Evaluation is geared towards involving the project stakeholders in the Monitoring and Evaluation of the project. An improved plan was drawn up. Once it is determined how data will be collected, it is also necessary to decide how often it will be collected. Data for datas sake should not be the ultimate goal of M&E efforts. The last element of the M&E plan describes how and to whom data will be disseminated. The team introduced self-monitoring instruments in four villages. An M&E plan will include some documents that may have been created during the program planning process, and some that will need to be created new. More information about creating indicators can be found in the How to Develop Indicators guide. Check out the resources below. 100924cp120021sigrundtvigg1 widening and strengthening the european dimension of the lifelong learning week movement 2 contents The checklist includes guidelines related to text, colors, lines, arrangement of graphic elements, and overall design. How to Develop a Monitoring and Evaluation Plan, Identify the elements and steps of an M&E plan, Explain how to create an M&E plan for an upcoming program, Describe how to advocate for the creation and use of M&E plans for a program/organization. An easy way to put this into the M&E plan is to expand the indicators table with additional columns for who is responsible for each indicator, as shown below. Process indicators track the progress of the program. Once all of the data have been collected, someone will need to compile and analyze it to fill in a results table for internal review and external reporting. What steps are being taken to solve that problem? For the fieldwork, the following methods and tools were used: Focus group discussions, key-informant interviews and meetings were held to take feedback and discuss findings. This might include annual reports, program brochures, social media, listservs, or policy briefs. Research already done was the starting point from which the capacity building process proceeded. Let us first define monitoring and evaluation in order to establish the context. How Can I Integrate More Research Into My Practice. Convert data into text. It distinguished between Monitoring and Evaluation to provide context. Weve gathered a collection of sites to help you create your own stunning data visualizations. The booklets were designed to be simple and visual. Below is a table that represents some examples of what data can be collected and how. Identify the program goals and objectives. The program will likely need multiple data sources to answer all of the programming questions. What Is Monitoring? In order to provide context, it defines monitoring and evaluation and distinguishes between them. for whom? During the second workshop, further information was generated by the participants through a process of asking questions. If these plans are in place from the beginning and become routine for the project, meetings and other kinds of periodic review have a much better chance of being productive ones that everyone looks forward to. Extrapolating from the text and from this writers Project Management experience, applied to the Results Based logic model, Monitoring is concerned with the assessment of inputs, activities and outputs, whilst Evaluation assesses outcomes and impacts. After an evaluator has identified their stakeholders and information needs, they should think about the report format. The report has many purposes and may need to be presented in multiple formats to accomplish its objectives. How will it be used to help staff make modifications and course corrections, as necessary? In essence, monitoring asks the question, Did we follow our project design? Monitoring: High-quality monitoring of information encourages timely decision-making, ensures project accountability, and provides a robust foundation for evaluation and learning. Retrieved from:https://www.infodev.org/infodev-files/resource/InfodevDocuments_287.pdf, FHI360. Ann K. Emery Data Analysis + Visualization. Looking for more information about evaluation reporting and dissemination? By consulting the stakeholders, the research team was able to update their action plan to include indicators that were more appropriate to the stakeholders. After completing the steps for developing an M&E plan, the team will: Developing an M&E plan can take up to a week, depending on the size of the team available to develop the plan, and whether a logic model and theory of change have already been designed. Thereafter, it provided a critical discussion on the difference between Participatory Monitoring and Evaluation (PM&E) and conventional Monitoring and Evaluation (M&E). How will program staff know when the program has been successful in solving the problem? This information would also be of interest to project stakeholders. The contents of this website are the sole responsibility of Breakthrough ACTION and do not necessarily reflect the views of USAID, the United States Government, or Johns Hopkins University. Data should always be collected for particular purposes. All rights reserved, Monitoring and Evaluation. It then provides a critical discussion on the difference between Participatory Monitoring and Evaluation (PM&E) and conventional Monitoring and Evaluation (M&E). Checklist for Program Evaluation Report Content. The guide addresses the following topics: key considerations for effectively reporting evaluation findings, essential elements of evaluation reporting, and the importance of dissemination. The fieldwork took place during the course of the training. The Center for Advancement of Informal Science Education(CAISE)is supported by the National Science Foundation (NSF) awards DRL-1612739 and DRL-1842633, with previous support under DRL-1212803 and DRL-0638981. Excel? (Jianchu et al 2009:398) The experiences also suggest that strengthening the processes for peer networking, review, and support are powerful means to build capacities. A monitoring and evaluation (M&E) plan is a document that helps to track and assess the results of the interventions throughout the life of a program. This is likely to be an in-house M&E manager or research assistant for the program. Weve had lots of questions from people on how to use specific parts of the template, so weve decided to put together this short how-to guide. For example, elements such as thelogic model/logical framework, theory of change, andmonitoring indicatorsmay have already been developed with input fromkey stakeholdersand/or the program donor. For example, if the program is starting a condom distribution program for adolescents, the answers might look like this: From these answers, it can be seen that the overall program goal is to reduce the rates of unintended pregnancy and STI transmission in the community. Before you do anything else, youll want to turn all of the data you have into textual form. According to Cornwell et al (2006:83) Monitoring focuses on whether things are happening on time, within budget, and to standard. for whom? Through M & E, we can find out if the project is running as initially planned. At the first workshop, a draft PM&E plan was generated by each team. Everyone will need to work together to get data collected accurately and in a timely fashion. Lowered rates of unintended pregnancy and STI transmission among youth 15-19. The M&E plan should include a section with details about what data will be analyzed and how the results will be presented. This essay explores Monitoring and Evaluation (M&E) as part of the project cycle. Evaluation Report Checklist The Evaluation Report Checklist is a useful tool to guide discussions between evaluators and their clients regarding the preferred contents of evaluation reports. A monitoring and evaluation (M&E) plan is a document that helps to track and assess the results of the interventions throughout the life of a program. An M&E plan should be developed at the beginning of the program when the interventions are being designed. There is a move from the conventional M&E focus of accountability to the donor to shared accountability in Participatory Monitoring and Evaluation. In the Encyclopedia of Evaluation, Torres (2005) describes three distinct audiences for evaluations: primary, secondary, and tertiary. Program indicators should be a mix of those that measure process, or what is being done in the program, and those that measure outcomes. Data management roles should be decided with input from all team members so everyone is on the same page and knows which indicators they are assigned. Do research staff need to perform any statistical tests to get the needed answers? Feedback about the fieldwork results was given to the stakeholders who participated in the fieldwork. The teams underwent training which was conducted simultaneously. This topical interest group (TIG) is a great place to learn more about data visualization and reporting. From this writers experience, the Project Manager, Project Team and Implementing Organisation are typically interested in the data produced by Monitoring. 3 Distinguishing Participatory Monitoring and Evaluation from conventional Monitoring and Evaluation Unlike the conventional monitoring and evaluation system that works the best as a reporting system in the public sector (Khan. This website is made possible by the generous support of the American People through the United States Agency for International Development (USAID) under the Health Communication Capacity Collaborative (HC3) Cooperative Agreement #AID-OAA-A-12-00058. This allowed for cross-pollination and knowledge sharing. It can also serve as a checklist for evaluators as they write evaluation reports. Retrieved from:http://www.fhi360.org/sites/default/files/media/documents/Monitoring%20HIV-AIDS%20Programs%20(Facilitator)%20-%20Module%203.pdf, United Nations. Secondary audiences have limited direct involvement with running the project but are still interested in the evaluation report because the results may affect them in some way. This enabled them to utilize the Participatory Monitoring and Evaluation approach through fieldwork. The involvement of project stakeholders in this participatory manner results in the development of the participants skills in terms of evaluation (capacity building) and also results in utility beyond just a final report, because the participants through their exposure to the project, become informed stakeholders who through the interactions established are empowered to better engage with the project team. 2.1 The objectives of this Guide are to provide the reader with: A basic understanding of the purposes, processes, norms, standards and guiding principles for planning, monitoring and evaluation with the CPD context. Cloete and Rabie (2009:7) propose a classification system for monitoring and evaluation approaches which uses three main classification categories, namely scope, philosophy and design. Retrieved from:http://www.un.cv/files/Template%20for%20M&E%20plan.pdf, Banner Photo: 2012 Akintunde Akinleye/NURHI, Courtesy of Photoshare. What does the Guide do? (Jianchu et al 2009:393) The two PM&E teams used PRA tools such as resource mapping, focused group discussion, key informant interviewing, and ranking. how? ) MONITORING. Participatory Monitoring and Evaluation is planned together with the stakeholder group involved in the evaluation. Reporting with an Evaluator Audience in Mind. There is a big focus in the evaluation field around the use of data visualizations to make reports more interesting and understandable for stakeholders. Developing a Monitoring and Evaluation Plan for ICT for Education. The action plan answered the six PM&E questions (why? Breakthrough ACTION is based at the Johns Hopkins Center for Communication Programs (CCP). when? These are just a few of the many resources available to help evaluatorsreframehow they think about and visualize data. project reference no. If the program already has alogic modelor theory of change, then the program goals are most likely already defined. This site also includes a chart-choosing tool, which allows evaluators to look at resources, tutorials, and examples by chart type. Finally it focused on Participatory Monitoring and Evaluation and how it is used in practice with specific reference to a case study from China by Jianchu, Qui & Vernooy. This should be a conversation between program staff, stakeholders, and donors. project monitoring, evaluation and reporting evaluation plan and instruments project evaluation report . The Evaluation Report Checklist is a useful tool to guide discussions between evaluators and their clients regarding the preferred contents of evaluation reports. There comes a time when the donor wants you to monitor each and every step of a project activity. How will the data be used to move the field forward and make program practices more effective? Science Communication, Public Engagement, & Outreach. Tertiary audiences may or may not have a connection to the program, but they are still interested in hearing about the program and seeing the results of the evaluation. That said, Participatory Monitoring and Evaluation does have definite merits when compared to conventional Monitoring and Evaluation. These were held every three months with the purpose of assessing the situation at the time, collecting comments from the self-monitoring process and troubleshooting problems if they arose. At the second workshop, the results of the fieldwork and updated action plans were presented. Has the project produced unwanted or beneficial side effects? They help to answer the question, Are activities being implemented as planned? Some examples of process indicators are: Outcome indicators track how successful program activities have been at achieving program objectives. The report aims to provide an overview of global patient monitoring market with detailed market segmentation by devices, end user, and geography. Table with data sources, collection timing, and staff member responsible, Description of each staff members role in M&E data collection, analysis, and/or reporting, Description of how and when M&E data will be disseminated internally and externally. Step by Step Guide to Create your M&E Plan. After all of these questions have been answered, a table like the one below can be made to include in the M&E plan. It is also necessary to develop intermediate outputs and objectives for the program to help track successful steps on the way to the overall program goal. Retrieved from: http://evaluationtoolbox.net.au/index.php?option=com_content&view=article&id=23:create-m-and-e-plan&catid=8:planning-your-evaluation&Itemid=44, infoDev. It can also serve as a checklist for evaluators as they write evaluation reports. Applied to the project cycle, Evaluation looks at the bigger picture to make judgments about the worth of the entire project, within context. Jianchu, Qui & Vernooys article (2009:388) examines the capacity-building experiences of two research teams in Yunnan and Guizhou provinces in south-west China who used participatory monitoring and evaluation to strengthen their development research, particularly in the area of natural resource management. (Cornwell, Modiga, Mokgupi, Plaatjie, Rakolojane, Stewart & Treurnicht 2009:83) Evaluation answers the question: Was our plan a good one? Template for M&E plan. (Jianchu et al 2009:392) True to the ethos of Participatory Monitoring and Evaluation, the way in which the workshops were conducted was participatory and geared towards creating shared understanding amongst participants. The fieldwork between workshop one and two involved an initial one-day workshop with project stakeholders (in this case farmers from two villages and township officials). The workshops covered some of the following content: Key concepts, approach and basic questions related to PM&E. Whilst it is of interest to the Project Manager, Project Team and Implementing Organisation as a whole, Evaluations have traditionally been written for the donor as target audience. Evaluation Reporting: A Guide to Help Ensure Use of Evaluation Findings. (Jianchu et al 2009:398) Project stakeholders took more active and empowered involvement in the project after their experience of being involved in the participatory evaluation. An example of a reporting table is below. This guide is designed primarily for program managers or personnel who are not trained researchers themselves but who need to understand the rationale and process of conducting research. Part 1 introduces recent developments in the quantitative and qualitative data visualization field and provides a historical perspective on data visualization, its potential role in evaluation practice, and future directions. An M&E plan will help make sure data is being used efficiently to make programs as effective as possible and to be able to report on results at the end of the program. (Cornwell et al 2006:83) Monitoring on the other hand is concerned more with the ongoing assessment of the project during implementation. Defining program goals starts with answering three questions: Answering these questions will help identify what the program is expected to do, and how staff will know whether or not it worked. who? It is a good idea to try to avoid over-promising what data can be collected. ) (Jianchu et al 2009:392) In small groups, the most important of the identified gaps were debated, and suggestions were made for additional research work. (2016, Jul 26). American Evaluation Associations Data Visualization and Reporting Topical Interest Group. Monitoring and Evaluation: Are We Making a Difference? what? In terms of the data produced by Evaluation, this is the level of data that donors are particularly interested in. These tables should outline the indicators, data, and time period of reporting. It is important to decide from the early planning stages who is responsible for collecting the data for each indicator. Evaluation is an independent, systematic investigation into how, why, and to what extent objectives or goals are achieved. The M&E plan takes those documents and develops a further plan for their implementation. role of facilitator or team leader. Percent of youth receiving condom use messages through the media. 7 The information we generate through M & E provides project managers with a clearer basis for decision-making. Stephanie Evergreens blog shares a wide range of tips, advice, how-tos, and illustrative examples of data visualizations. (Jianchu et al 2009:392) Providing feedback through a market exercise whereby participants shared what they would buy (i. e. adopt) from each other, and what they would do differently. The source of monitoring data depends largely on what each indicator is trying to measure. These methods will have important implications for what data collection methods will be used and how the results will be reported. Results: The following results were attributed to the participatory evaluation exercise outlined above: the training and fieldwork in particular contributed greatly to a better understanding by researchers and local government officials of farmers interests and needs. It is important to develop an M&E plan before beginning any monitoring activities so that there is a clear plan for what questions about the program need to be answered. It is a living document that should be referred to and updated on a regular basis. The following techniques paraphrased from the case study of Jianchu et al (2009:390-2) were applied and are listed chronologically: Capacity building training in Participatory Monitoring and Evaluation was offered through three workshops. Checklist for Program Evaluation Report Content How will M&E data be used to inform staff and stakeholders about the success and progress of the program? Most importantly, dont forget to share your evaluation report with the field by posting it here on InformalScience.org! , http://evaluationtoolbox.net.au/index.php?option=com_content&view=article&id=23:create-m-and-e-plan&catid=8:planning-your-evaluation&Itemid=44, https://www.infodev.org/infodev-files/resource/InfodevDocuments_287.pdf, http://www.fhi360.org/sites/default/files/media/documents/Monitoring%20HIV-AIDS%20Programs%20(Facilitator)%20-%20Module%203.pdf, http://www.un.cv/files/Template%20for%20M&E%20plan.pdf, United States Agency for International Development, Johns Hopkins Center for Communication Programs (CCP), High rates of unintended pregnancy and sexually transmitted infections (STIs) transmission among youth ages 15-19, Promote and distribute free condoms in the community at youth-friendly locations. This way when it is time for reporting there are no surprises. The Participatory Monitoring and Evaluation is also conducted with stakeholder involvement. 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