Using the logical framework matrix Defining the M&E Strategy for a programme/project
A logical framework Clearly defined results and risks Performance indicators and means of verification An M&E plan for data collection and analysis, covering baseline, ongoing monitoring and evaluation Sets out arrangements for routine collection of monitoring data, based on indicators identified Describes the use of baseline and subsequent evaluation events to gauge change in the identified indicators Sets out arrangements for collection of periodic evaluation data, based on identified indicators
3. Reporting flows and formats Description of information flow as M&E information are collected, linked to each level of management and the agreed system for feedback and management review 4. A feedback and review plan Sets out measures to be taken to ensure timely decision-making be management and other stakeholders based on M&E findings 5. A capacity building design Sets out capacity building needed for implementing partners and other stakeholders important to sustainability
6. An implementation schedule Time frames for specific M&E activities, linked to programme/project implementation schedule 7. A budget Links planned M&E activities to a budget and other resource requirements Adapted from:: http://documents.wfp.org/stellent/groups/public/documents/ko/mekb_module_7.pdf - Monitoring and Evaluation Guidelines - RBM-oriented monitoring and evaluation as implemented by the United Nations World Food Programme.
Source: http://documents.wfp.org/stellent/groups/public/documents/ko/mekb_module_7.pdf - Monitoring and Evaluation Guidelines - RBM-oriented monitoring and evaluation as implemented by the United Nations World Food Programme.
Establish the general scope and focus of the project. Agree on the specific planning framework, terminology and design process. Undertake a detailed situation analysis. Develop the project strategy, objectives hierarchy, implementation arrangements and resources. Identify and analyze the assumptions and risks for the chosen strategies and modify the project design if assumptions are incorrect or risks are too high. Develop the monitoring and evaluation framework.
Problem identification and analysis Identifying the particular development issue or challenge that needs to be addressed, geographic scope, probable length and expenditure Possible tools/methods Participatory workshop Problem tree Survey Strategy papers, studies
2. Stakeholder analysis Identification of relevant stakeholders, their needs, interests and expectations in the project and what they can contribute Tools/methods Stakeholder mapping Interviews
Agree on: Planning framework and approach How the logframe will be used Design process Terminology to use Who will be involved in the design Process: dialogue, workshop with key stakeholders, participation
Determining problem context, to include: Stakeholders Problems and issues Visions and opportunities Biophysical setting Organizations (institutions, networks, relationships) Infrastructure Legal, policy and political institutions Economic Social and cultural
2. Tools/methods Survey Focus group discussions Role play Key informant interviews SWOT analysis Historical analysis Participatory appraisal Community meetings Multi-stakeholder workshops Resource mapping Network mapping Field visits
Develop the project strategy what is expected to be achieved and how Objectives hierarchy : goal, purpose, outputs Identify implementation arrangements, activities, and resources needed Tools/methods Done with stakeholder participation Problem tree Developing a visual overview (or an objectives tree)
Problem tree Objective tree Effects Development Objectives (Goal) Focal Problem Project Purpose (Outcome) Causes Outputs (Intermediate results) Activities
Identify assumptions and risks that: Involve project partner contributions to the project Involve performance of organizations that affect the project, e.g., government agencies, NGOs, contractors Are critical to project success (limit) Which are not certain to happen Are out of control of project management
2. Tools/Methods Dialogues Focus group discussions Workshops Risk analysis Decision tree
Define the M&E strategy Preparation of the M&E plan Identification of performance indicators and means of verification M&E responsibilities; institutional arrangements Resources allocated to M&E Tools/Methods M&E planning Stakeholder workshops
Open discussion with stakeholders, participation Sharing, questioning Negotiation Planning workshops For project designing Capacity building and sustainability For learning and adaptation For phaseout Defining the project within an organizational context