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Introduction to Monitoring and Evaluation. Objectives of session n Definitions: Monitoring and Evaluation n Rationale for M&E n Review elements of an.

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Presentation on theme: "Introduction to Monitoring and Evaluation. Objectives of session n Definitions: Monitoring and Evaluation n Rationale for M&E n Review elements of an."— Presentation transcript:

1 Introduction to Monitoring and Evaluation

2 Objectives of session n Definitions: Monitoring and Evaluation n Rationale for M&E n Review elements of an M&E plan n Steps toward constructing the M&E plan n Implementing the M&E plan

3 Monitoring - Evaluation n Monitoring is the routine process of data collection and measurement of progress toward program objectives. n Evaluation is the use of specific study designs and special studies to measure the extent to which changes in desired health outcomes are attributable to a programs interventions. Outcome Interventions

4 Rationale for M&E n M&E help to make informed decisions regarding ongoing programs l They facilitate effective and efficient use of resources l They determine whether a program is right on track and where changes need to be considered n M&E help stakeholders conclude whether the program is a success n M&E preserve institutional memory

5 Three Primary Uses of Evaluation Findings n Rendering judgments l Summative evaluations of programs overall effectiveness e.g., audit, renewal, quality control, accreditation n Facilitating improvements l Formative evaluation to improve program e.g., programs strengths/weaknesses, progress n Generating knowledge l Conceptual use of findings e.g., generalization, theory building

6 What is an M&E Plan? n An M&E Plan is a document that describes a system which links strategic information obtained from various data collection systems to decisions that will improve health programs. n Fundamental document to ensure: Accountability Measure of success

7 Functions of an M&E Plan n State how the program is going to measure what it has achieved (ensure accountability) n Document consensus (encourage transparency and responsibility) n Guide M&E implementation (standardization and coordination) n Preserve institutional memory M&E plan is a living document and needs to be adjusted when a program is modified.

8 Functions of an M&E Plan: by level of the health system n Facility (primary data collection): Manage patients/clients Supervise providers Manage logistics Report to district HIS and vertical programs and community n District: Allocate resources Report to provincial/national n National (Comprehensive vs. Vertical Programs) Allocate resources Collect national data Report to international donors and other stakeholders

9 Elements of M&E Plan 1. Brief project description 2. Purpose(s) of M&E plan 3. Brief history of M&E plan development 4. Evaluation framework 5. Indicator system 6. Information system (data sources) 7. Impact evaluation design 8. Dissemination and utilization plan 9. Adjustments to M&E plan

10 1. Brief project description Include: objectives/results implementation responsibility dates/duration geographic focus resources

11 2. Purpose(s) of M&E plan Specify purpose for: performance (process) monitoring impact evaluation

12 3. Brief history of M&E plan development Helps to define: shared vision (internal/external) source and extent of interest/commitment

13 4. Develop Evaluation Framework (Log Frame, Results, Conceptual) Show: l Primary components l Levels and units of action l Causal sequence l Component-related indicator(s)

14 5. Develop Indicator system l Organized by framework component l Attributes Name of indicator Description/definition Unit of measurement Data source (primary/secondary) Baseline/target value(s) by year(s) Frequency of data collection Responsibility Reporting plan and frequency

15 6. Information Systems (Data sources) Develop: n Information systems for collecting data for indicators n Diagram data collection, processing, analysis, and reporting system n Data collection tools (routine vs. non- routine) patient records registers survey instruments

16 7. Select impact evaluation design Decide on design: l Experimental vs. observational l Quasi-experimental (post-test, pre- and post-test with no control) l Implementation plan l Execution responsibility (internal/external)

17 8. Dissemination and utilization plan Decide on: l Databases for information storage l Clearly defined users l Schedule and timeliness l Dissemination methods Reports (schedule and audience) Media Speaking events l Information-utilization models

18 9. Adjustments to M&E plan l Program changes can occur, affecting the original M&E plan for both performance monitoring and impact evaluation M&E plan is a living document and needs to be adjusted when a program is modified.

19 Steps toward constructing the M&E plan n Preparing to build the plan n Constructing the evaluation framework n Identifying potential data sources n Selecting and defining indicators and their values n Designing the impact evaluation n Developing a reporting schedule and system n Planning for mid-course adjustments

20 In implementing the M&E plan n Utility - serve practical information needs of intended users n Feasibility - be realistic, prudent, diplomatic and economical n Propriety - conducted legally, ethically, and with regard to those involved in and affected by the evaluation n Accuracy - reveal and convey technically accurate information


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