M&E requirements for grant signing: M&E Plan Workshop on effective Global Fund Grant negotiation and implementation planning January 2008 Manila, Philippines Joanna Barczyk Monitoring & Evaluation

Agenda  Definition and position of the M&E Plan  National vs grant specific M&E plans  Content of the M&E Plan

M&E system

M&E requirements for grant signing: visualisation National M&E PLAN Specific M&E plan (if applicable) M.E.S.S. Tool LFA assessment Performance FrameworkSecretariat review

What M&E Plan to submit A M&E plan is typically a nationally agreed document that describes the functioning of the national (or Global Fund grant specific) M&E system and the mechanisms to strengthen it during a determined period of time. Normally PR should submit National M&E plan, unless: A)Multi-country proposal  Submission of a specific regional M&E Plan B)National M&E Plan does  Submission of National M&E not include details Plan and annex required for GF grant complementing information C)No National M&E Plan  Submission of draft for grant existssignature, subsequently elaboration of full National M&E Plan

M&E Plan: content Features of a “good” M&E Plan: Information requiredInformation desired M&E FrameworkEvaluation and research Data collectionData management Information products (dissemination) Capacity building Data Quality AssuranceCoordination between Agencies and units Action Plan M&E budget (5-10%)

M&E Framework & Data collection methods (required) List of indicators as agreed in the national strategy For each indicator:  Indicator name  Baseline values with dates and relevant source of data (such as: 2006 Report from Ministry of Health, 2004 DHS, etc.)  Targets set according to frequency of measurement  Data collection method for the indicator – such as, health information system, programme monitoring, ANC sentinel surveillance, population-based surveys, facility-based surveys, etc.  Frequency of data collection (monthly, quarterly, annual, 3 years, etc.)  Person/agency responsible for data collection and reporting (if agency, please specify relevant unit)

Information products (required) A description of:  how the data collected and analyzed will be made available to stakeholders and general public. E.g.: periodic reports, websites, stakeholders’ meetings, etc.

Data quality assurance (required) Description of:  data verification and quality assurance system The Global Fund has developed a system of on-site data verification that could be expanded beyond Global Fund grants

Action Plan (required) Description of:  activities, time of implementation, responsible unit and budget Should be developed and agreed among different stakeholders (especially those involved in the implementation and support of the activities included) Can be developed with M&E System Strengthening tool which should be considered a living document, constantly monitored and to be reviewed and updated on a regular basis.

M&E Budget (required) Description of:  M&E budget with source of funding and financial gaps  Global Fund contribution should be indicated 5-10% of grant is recommended to be used to strengthen the M&E system Example of budget items are: HMIS strengthening, TA, workshops, surveys, staff, information products, etc.

Evaluation and OR (desirable) Description of:  operational research (OR)  evaluation  other type of studies that complement the information collected through the indicators and will periodically evaluate the programme and M&E system

Data management (desirable) Description of:  how the data is received, stored & analyzed (specify electronic database - if online, provide link) and accessed by relevant actors  data flow from sources to final users

Capacity building (desirable) Description of:  capacity present at the time of developing the plan  capacity gaps  strategy adopted to improve the M&E capacity over the plan’s lifespan

Coordination (desirable) Description of:  the agencies and units responsible to run the M&E system and implement the M&E plan  the relevant M&E units at both national and, if they exist, sub-national level  recommendation to include a multi-sector M&E Technical Working Group

Questions and Comments?