María Muñoz General Directorate for Community Funds Ministry of Economy and Finance SPAIN María Muñoz General Directorate for Community Funds Ministry of Economy and Finance SPAIN 1 STRATEGIC REPORTING AND THEMATIC EVALUATIONS DG REGIO EVALUATION NETWORK MEETING Brussels, 2-3 April 2009 DG REGIO EVALUATION NETWORK MEETING Brussels, 2-3 April 2009

2 GEENRAL DIRECTORATE FOR COMMUNITY FUNDS Evaluation Plan Types of evaluations to be carried out in Responsibilities of main actors Indicators system Management structure: Monitoring Committee Financial and Human resources Indicative timetable

3 GEENRAL DIRECTORATE FOR COMMUNITY FUNDS SISTEMA DE SEGUIMIENTO ESTRATÉGICO Y EVALUACIÓN CONTINUA STRATEGIC REPORTING AND ON GOING EVALUATION SYSTEM NSRF: Strategic Reporting i) 2009 ii) 2012 Strategic Thematic Evaluations i.Knowledge-based economy ii.Environment iii.Equal Opportunities iv.Immigration Operational Evaluations i.Regional OPs ii.Multi-regional OPs STRATEGIC REPORTING Article 29 Council Reg. 1083/2006 ON GOING EVALUATION Article 47 Council Reg. 1083/2006 Evaluation of Communication Plan STRATEGIC REPORTING AND ON GOING EVALUATION SYSTEM EVALUATION OF INFORMATION AND PUBLICITY MEASURES Article 4 Commission Reg. 1828/2006

4 GEENRAL DIRECTORATE FOR COMMUNITY FUNDS Needs / Problems Socio economic environment Objectives Inputs Outputs Impacts Outcomes/Results RELEVANCE EFFICIENCY EFFECTIVENESS UTILITY/SUSTAINABILITY PROGRAMME EVALUATION STRATEGIC REPORTING OF NSRF (III)

5 GEENRAL DIRECTORATE FOR COMMUNITY FUNDS EVALUATION GUIDES Purpose To define the activities to be carried out To set up homogeneous methodologies To identify the techniques and tools used in the evaluations

6 GEENRAL DIRECTORATE FOR COMMUNITY FUNDS EVALUATION GUIDES NSRF: Strategic Reporting i) 2009 ii) 2012 STRATEGIC REPORTING ON GOING EVALUATION Strategic Thematic Evaluations i.Knowledge-based economy ii.Environment iii.Equal Opportunities iv.Immigration Operational Evaluations i.Regional OPs ii.Multi-regional OPs Evaluation of Communication Plan EVALUATION OF INFORMATION AND PUBLICITY MEASURES EVALUATION PLAN Indicators System

7 GEENRAL DIRECTORATE FOR COMMUNITY FUNDS EVALUATIONS. TIMETABLE

8 GEENRAL DIRECTORATE FOR COMMUNITY FUNDS CHAPTER I: Methodology description CHAPTER II: Context analysis CHAPTER III: Analysis of Internal and External Coherence CHAPTER IV: Analysis of complementarity CHAPTER V: Results CHAPTER VI: Horizontal principles CHAPTER VII: Conclusions STRATEGIC REPORTING OF NSRF Objective: To analyze the relevance and validity of the strategy defined within the NSRF defined in 2005 and its contribution to the achievement of the Lisbon Goals Content:

9 GEENRAL DIRECTORATE FOR COMMUNITY FUNDS STRATEGIC REPORTING. NSRF 2009

10 GEENRAL DIRECTORATE FOR COMMUNITY FUNDS STRATEGIC THEMATIC EVALUATIONS (I) EVALUATION ON KNOWLEDGE BASED ECONOMY EVALUATION ON KNOWLEDGE BASED ECONOMY –Knowledge-based economy is at the center of the Lisbon Strategy –This topic is present in all regional and multi-regional OPs. Specially in the Technological Fund. –The Spanish Government is also fostering R&D and innovation in order to leverage growth (25% annual increase in R&D budget in previous years) –Spain still needs to catch up with EU leaders EVALUATION ON EQUAL OPPORTUNITIES EVALUATION ON EQUAL OPPORTUNITIES –In order to ensure that equality between men and women and the integration of the gender perspective is promoted during the various stages of implementation of the Funds. –In co-ordination with the Womens Institute.

11 GEENRAL DIRECTORATE FOR COMMUNITY FUNDS STRATEGIC THEMATIC EVALUATIONS (II) EVALUATION ON ENVIRONMENT EVALUATION ON ENVIRONMENT –In order to ensure that environmental protection and sustainability are promoted during the various stages of implementation of the Funds. –In co-ordination with the Ministry for the Environment EVALUATION ON IMMIGRATION EVALUATION ON IMMIGRATION –Immigration burst in Spain –It is urgent to manage this reality –Need to define policies addressed to immigrants and their social inclusion.

12 GEENRAL DIRECTORATE FOR COMMUNITY FUNDS STRATEGIC THEMATIC EVALUATIONS (III) Content Content –CHAPTER I. Content of the evaluation. Description of methodology –CHAPTER II. Context analysis –CHAPTER III. Analysis of the relevance and validity of the strategy –CHAPTER IV. Analysis of outcomes, results and impacts –CHAPTER V. Analysis of the quality of execution and of the management system –CHAPTER VI. Best practices –CHAPTER VII. Conclusions

13 GEENRAL DIRECTORATE FOR COMMUNITY FUNDS TOOLSTOOLS Indicators system Indicators system Context indicators Strategic indicators Evaluation indicators Operational indicators Early Warning indicators Documents analysis Documents analysis Surveys Surveys Interviews Interviews Case studies Case studies Econometric techniques Econometric techniques

14 GEENRAL DIRECTORATE FOR COMMUNITY FUNDS THANK YOU ! María Muñoz