introduction to m-e july 24
TRANSCRIPT
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Introduction to
Monitoring and Evaluation
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Objectives of session
Definitions: Monitoring and Evaluation
Rationale for M&E Review elements of an M&E plan
Steps toward constructing the M&E plan
Implementing the M&E plan
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Monitoring - Evaluation
Monitoring is the
routine process of
data collection and
measurement ofprogress toward
program
objectives.
Evaluation is the use ofspecific stud designs andspecial studies to
measure the e!tent towhich changes in desiredhealth outcomes areattributable to a program"sinterventions.
OutcomeOutcomeInterventions
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Rationale for M&E
M&E help to ma#e informed decisionsregarding ongoing programs
$he facilitate effective and efficient use of resources
$he determine whether a program is right on trac#and where changes need to be considered
M&E help sta#eholders conclude whether
the program is a success M&E preserve institutional memor
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Three Primary Uses of Evaluation indings
Rendering judgments Summative evaluations of program"s overall
effectiveness
e.g.% audit% renewal% ualit control% accreditation
'acilitating improvements 'ormative evaluation to improve program
e.g.% program"s strengths(wea#nesses% progress
)enerating #nowledge *onceptual use of findings
e.g.% generali+ation% theor building
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!hat is an M&E Plan"
,n M&E -lan is a document that describes
a sstem which lin#s strategic information
obtained from various data collection
sstems to decisions that will improve
health programs.
'undamental document to ensure: ,ccountabilit
Measure of success
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unctions of an M&E Plan
State how the program is going to measurewhat it has achieved ensure accountabilit/
Document consensus encourage
transparenc and responsibilit/ )uide M&E implementation standardi+ation
and coordination/
-reserve institutional memor
M&E #lan is a living document and needs to be
adjusted $hen a #rogram is modified%
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unctions of an M&E Plan
by level of the health system
'acilit primar data collection/:0 Manage patients(clients
0 Supervise providers
0 Manage logistics
0Report to district 1IS and vertical programs and communit
District:0 ,llocate resources
0 Report to provincial(national
2ational *omprehensive vs. 3ertical -rograms/0 ,llocate resources
0 *ollect national data
0 Report to international donors and other sta#eholders
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Elements of M&E Plan
'% (rief #roject descri#tion)% Pur#ose*s+ of M&E #lan
,% (rief history of M&E #lan develo#ment
% Evaluation frame$or./% Indicator system
0% Information system *data sources+
1% Im#act evaluation design2% 3issemination and utili4ation #lan
5% 6djustments to M&E #lan
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'% (rief #roject descri#tion
Include:
objectives(results
implementation responsibilit dates(duration
geographic focus
resources
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)% Pur#ose*s+ of M&E #lan
Specif purpose for:
performance process/ monitoring
impact evaluation
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,% (rief history of M&E #lan
develo#ment
1elps to define:
shared vision internal(e!ternal/
source and e!tent of
interest(commitment
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% 3evelo# Evaluation rame$or.
4og 'rame% Results% *onceptual/
Show:
-rimar components 4evels and units of action
*ausal seuence
*omponent5related indicators/
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/% 3evelo# Indicator system
6rgani+ed b framewor# component ,ttributes
0 2ame of indicator
0 Description(definition
0 7nit of measurement
0 Data source primar(secondar/
0 8aseline(target values/ b ears/
0 'reuenc of data collection
0 Responsibilit
0 Reporting plan and freuenc
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0% Information 7ystems *3ata sources+
3evelo#
Information sstems for collecting data for
indicators Diagram data collection% processing%
analsis% and reporting sstem
Data collection tools routine vs. non5routine/0 patient records0 registers0 surve instruments
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1% 7elect im#act evaluation design
Decide on design:
E!perimental vs. observational
9uasi5e!perimental post5test% pre5and post5test with no control/
Implementation plan
E!ecution responsibilit
internal(e!ternal/
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2% 3issemination and utili4ation #lan
Decide on: Databases for information storage
*learl defined users
Schedule and timeliness Dissemination methods
0 Reports schedule and audience/
0 Media0 Spea#ing events
Information5utili+ation models
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5% 6djustments to M&E #lan
-rogram changes can occur% affecting the
original M&E plan for both performance
monitoring and impact evaluation
M&E plan is a living document and needsto be adjusted when a program is modified.
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7te#s to$ard constructing the M&E #lan
-reparing to build the plan
*onstructing the evaluation framewor#
Identifing potential data sources
Selecting and defining indicators and their
values
Designing the impact evaluation
Developing a reporting schedule and sstem
-lanning for mid5course adjustments
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In im#lementing the M&E #lan
Utility 5 serve practical information needs ofintended users
easibility 5 be realistic% prudent% diplomatic
and economical
Pro#riety 5 conducted legall% ethicall% and withregard to those involved in and affected b the
evaluation
6ccuracy 5 reveal and conve technicallaccurate information