Advanced Monitoring & Evaluation Course

The current recession is forcing many organisations both in business and government to look critically at how we spend our money. What value are we generating from the efforts we put into the various programmes and projects we finance? Good governance demands that organisations account for organisational performance through results based management processes and procedures. Careful tracking and evaluation of the outcomes and impacts of our projects and programmes is essential for strategic evidence based policy remediation and formulation.In the international arena (i.e Australia and Columbia), there has been a broad shift over the past two decades towards toward evidence-based decision making in government. There is a wealth of information associated with measuring and tracking the progress of developmental progress across the globe (World Bank Development Indicators, UNCHS, Global Observatory etc). The management process makes use of a set of closely integrated professional support functions such as:

• Strategic planning
• Policy management
• Legal review
• Financial planning
• Programme and project management
• Performance management
• Monitoring and evaluation

All of these functions are important in the pursuit of results. The results based approach to monitoring and evaluation differs in significant ways from the more traditional public sector management approach. In the older approach the emphasis was on whether budget was spent on a programme or policy together with a monitoring of inputs used and outputs achieved. The results based management approach, while not discounting the tracking of inputs and outputs insists on evaluating the outcomes and impacts of policies on communities, the environment and value for money. Results based approaches typically ask higher order questions and try to address the "so what?" question 500 RDP houses were completed within 60 days in Soweto - SO WHAT? What quality standards were adhered to and what value did they add to the community?Results based systems attempt to answer questions like:

• What key outcomes and impacts were formulated around this programme or policy by government?
• Have these impacts and outcomes in fact been achieved?
• Are these outcomes and impacts sustainable and replicable in other contexts?

Questions like these are crucial for effective strategic planning and evidence based policy- formulation. It should be clear then that leaders and managers in organisations, public and private, need to deepen their understanding of results based monitoring and evaluation. The course aims at empowering you to plan, implement and direct the phases of robust and results based M&E framework.

• Deepened understanding of monitoring and evaluation and how these processes integrate with strategic management, project management, policy formulation and implementation
• Apply the relevant tools encapsulated in the Government-wide M&E framework and relevant related guidelines (Stats SA, National Treasury guidelines)
• Apply advanced competencies to set up a functional M&E framework for your department/ business unit
• How to draft effective indicators and targets
• Develop and structure clear reporting processes that offer evidence for management decision- making
• Develop competency to collect, analyse and present M&E findings for different audiences
• Understand how to link M&E findings to policy development processes in your sector

Day 1:

• Overview of M&E - concepts, processes and legislation
• Understanding organisational performance
• Selecting a work based problem, opportunity or need for analysis
• Develop and select appropriate projects and programme to address nee, milestones and targets Develop and design a results chain
• Design and select appropriate indicators for work based programme Link indicators to baselines, milestones and targets

Day 2:

• Set up and review your monitoring and evaluation framework
• Align the framework to existing tools such as work-breakdown structure, logframe, budgets and Gannt chart
• Align the individual and organisational processes of M&E in your institution - strategic re- engineering for M&E context

Day 3:

• Research methodology for M&E processes and practices
• Research design - problem statements and evaluation questions
• Understand the difference between process and outcome evaluation practices
• Develop project evaluation reports

Day 4:

• M&E Reporting - monitoring reports and evaluation reports
• M&E Reporting - structuring different reports and linking data interpretation correctly
• M&E presentation techniques - graphics, descriptions and other related tools
• Link M&E results to policy development processes in your sector

Day 5:

• Detailed application to your own work-based example
• Building capacity for M&E in your unit, department and sector
• Institutionalising M&E throughout the organisation and related processes of communication and reporting

Module 1: Orientation

Module 2: Performance management

Module 3: Overview of M & E

• Projects and project management
• Project management cycle
• Team structures

Module 4: Starting the M&E Process

• Work breakdown Structures and scheduling

Module 6: Developing indicators

Module 7: Communicating the M&E Framework

Module 8: Implementing the M&E Framework

Module 9: Building capacity for M&E

Module 10: Data collection & analysis for M&E

Module 11: Identifying data sources

Module 12: Evaluation