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REPORTING IS NOT ENOUGH 
WASH Sustainability 3-Part Webinar Series 
August 6, 2014
AN INTRO TO MONITORING, EVALUATION, RESOLUTION, AND LEARNING (MERL) 
WASH Sustainability 3-Part Webinar Series 
Elynn Walter, WASH Advocates 
ewalter@WASHadvocates.org
Definitions 
•Monitoring uses indicators to measure effectiveness over time including during the life of a program and post-implementation. Post‐implementation monitoring occurs after installation of the WASH service or completion of a discreet project. 
•Evaluation is the long‐term systematic and objective assessment of an ongoing or completed project, program, or policy, and its design, implementation, and results. 
•Resolution is the process of addressing problems identified through monitoring and/or evaluation. 
•Learning is the process of incorporating lessons learned into ongoing practices to increase effectiveness and sustainability over time. Learning includes documenting and sharing best practices and lessons learned both internally and externally among all stakeholders.
Program Life 
Cycle 
Monitoring 
The process of using indicators to measure program changes over time. Post-implementation monitoring is undertaken after installation of the WASH service or program. 
Evaluation 
The long-term systematic and objective assessment of an ongoing or completed project, program, or policy, and its design, implementation and results. Evaluations should be performed by an external third party. 
Learning 
The process of incorporating lessons learned into ongoing 
practices to increase effectiveness and sustainability over time. 
Resolution 
The process of addressing problems identified through 
monitoring and evaluation results.
Design Phase 
Implementation 
Post-Project Management and Operation 
Resolution 
Learning 
Monitoring 
Evaluation 
Monitoring 
Learning 
Evaluation 
Evaluation 
Evaluation 
Evaluation 
Evaluation 
Evaluation 
Evaluation 
Evaluation 
Evaluation 
Evaluation 
All four elements of MERL should be incorporated into the design phase, including roles, activities, and expectations for each 
Monitoring and learning activities should be continuous throughout implementation. Evaluations should be conducted at critical milestones or upon an annual basis, followed by resolution activities to strengthen the project/program. 
Responsibility of continued MERL activities will change during post-project management and operation. Monitoring should remain steady, while evaluation, resolution, and learning activities will be scaled down over time, as project outputs become institutionalized and live out their life cycle design.
Other Terminology and Acronyms 
•Monitoring, Evaluation, Accountability and Learning (MEAL) 
•Oxfam 
•Monitoring, Evaluation, and Learning (MEL) 
•The Water Institute at UNC 
•Overseas Development Institute (ODI) 
•Planning, Monitoring, Evaluation, and Learning (PMEL) 
•Engineers Without Borders (EWB-USA) 
•Life & Peace Institute 
•Planning, Monitoring, and Evaluation (PM&E) 
•UNDP 
•Post Project review 
•Imperial College London
Other Terminology and Acronyms contd. 
•Monitoring and Action Plans 
•Waterlines 
•Post-construction support and sustainability 
•World Bank 
•IRC 
•Post Implementation Monitoring 
•Action Against Hunger 
•Post Implementation Monitoring and Support (PIMS) 
•charity: water 
•Post Implementation Monitoring Surveys (PIMS) 
•WaterAid
Approaches 
•Sustainable Service Delivery 
•IRC 
•Continuous Quality Improvement 
•The Water Institute at UNC 
•National Learning Consortium
Why MERL? 
Why create a new acronym? 
Resolution is the least addressed and least talked about
THE CASE FOR RESOLVING PROBLEMS WITH WATER SYSTEMS IN DEVELOPING COUNTRIES 
WASH Sustainability 3-Part Webinar Series 
Susan Davis, Improve International 
Email: sdavis@improveinternational.org 
www.improveinternational.org
Source: Improve International http://improveinternational.wordpress.com/2014/05/30/global-water-point-failure-rates/
Aren’t good intentions enough?
Services 
rehabilitated 
Services 
infrastructure
Reasons for Water System Failures
The case for resolution 
•Water is a human right 
•To save lives / change lives, need good water services forever 
•Massive waste of investment (not just ours) - failed systems make poor people poorer 
•Many problems attributed to poor implementation
Photo: CARE Kenya 
How do you create a system to respond to water point failure that “is supportive and yet doesn't create a dependency"? 
- A donor
Thank you !
QUESTIONS?
Workshops, Presentations, and Webinars related to MERL 
•February 2014 Resolution Workshop 
•The Workshop report can be found here: 
www.WASHadvocates.org/learn/sustainability/merl 
•2014 WASH Sustainability Forum 
•PechaKucha Presentation by Susan Davis 
•WASH Sustainability Webinars 
•MERL 3-Part Series
What’s Next? 
•Upcoming Webinars 
•August 27: Addressing the Resolution Gap 
10:00 – 11:30 AM EDT 
•September 17: A Framework for Action 
10:00 – 11:30 AM EDT 
•Resolution Resource Collection
HELP US ANSWER THESE QUESTIONS: 
•WHO should be responsible for resolution and/or post-implementation monitoring? Who pays? For how long? 
•HOW can we learn from the data and integrate those lessons into current and future programming? How do we address problems? 
•WHAT resources, tools, frameworks, and approaches should be used to resolve issues? 
WE ARE LOOKING FOR: 
•Handbooks 
•Surveys 
•Case studies 
•Checklists 
•Evaluations 
•Cost data 
•Contract language (agreements between service providers and community water committees, sustainability clauses) 
SUBMIT YOUR IDEAS TO: 
SUSTAINABILITY@WASHADVOCATES.ORG 
List of resources: 
www.WASHadvocates.org/learn/sustainability/merl

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Reporting is Not Enough

  • 1. REPORTING IS NOT ENOUGH WASH Sustainability 3-Part Webinar Series August 6, 2014
  • 2. AN INTRO TO MONITORING, EVALUATION, RESOLUTION, AND LEARNING (MERL) WASH Sustainability 3-Part Webinar Series Elynn Walter, WASH Advocates ewalter@WASHadvocates.org
  • 3. Definitions •Monitoring uses indicators to measure effectiveness over time including during the life of a program and post-implementation. Post‐implementation monitoring occurs after installation of the WASH service or completion of a discreet project. •Evaluation is the long‐term systematic and objective assessment of an ongoing or completed project, program, or policy, and its design, implementation, and results. •Resolution is the process of addressing problems identified through monitoring and/or evaluation. •Learning is the process of incorporating lessons learned into ongoing practices to increase effectiveness and sustainability over time. Learning includes documenting and sharing best practices and lessons learned both internally and externally among all stakeholders.
  • 4. Program Life Cycle Monitoring The process of using indicators to measure program changes over time. Post-implementation monitoring is undertaken after installation of the WASH service or program. Evaluation The long-term systematic and objective assessment of an ongoing or completed project, program, or policy, and its design, implementation and results. Evaluations should be performed by an external third party. Learning The process of incorporating lessons learned into ongoing practices to increase effectiveness and sustainability over time. Resolution The process of addressing problems identified through monitoring and evaluation results.
  • 5. Design Phase Implementation Post-Project Management and Operation Resolution Learning Monitoring Evaluation Monitoring Learning Evaluation Evaluation Evaluation Evaluation Evaluation Evaluation Evaluation Evaluation Evaluation Evaluation All four elements of MERL should be incorporated into the design phase, including roles, activities, and expectations for each Monitoring and learning activities should be continuous throughout implementation. Evaluations should be conducted at critical milestones or upon an annual basis, followed by resolution activities to strengthen the project/program. Responsibility of continued MERL activities will change during post-project management and operation. Monitoring should remain steady, while evaluation, resolution, and learning activities will be scaled down over time, as project outputs become institutionalized and live out their life cycle design.
  • 6. Other Terminology and Acronyms •Monitoring, Evaluation, Accountability and Learning (MEAL) •Oxfam •Monitoring, Evaluation, and Learning (MEL) •The Water Institute at UNC •Overseas Development Institute (ODI) •Planning, Monitoring, Evaluation, and Learning (PMEL) •Engineers Without Borders (EWB-USA) •Life & Peace Institute •Planning, Monitoring, and Evaluation (PM&E) •UNDP •Post Project review •Imperial College London
  • 7. Other Terminology and Acronyms contd. •Monitoring and Action Plans •Waterlines •Post-construction support and sustainability •World Bank •IRC •Post Implementation Monitoring •Action Against Hunger •Post Implementation Monitoring and Support (PIMS) •charity: water •Post Implementation Monitoring Surveys (PIMS) •WaterAid
  • 8. Approaches •Sustainable Service Delivery •IRC •Continuous Quality Improvement •The Water Institute at UNC •National Learning Consortium
  • 9. Why MERL? Why create a new acronym? Resolution is the least addressed and least talked about
  • 10. THE CASE FOR RESOLVING PROBLEMS WITH WATER SYSTEMS IN DEVELOPING COUNTRIES WASH Sustainability 3-Part Webinar Series Susan Davis, Improve International Email: sdavis@improveinternational.org www.improveinternational.org
  • 11.
  • 12.
  • 13. Source: Improve International http://improveinternational.wordpress.com/2014/05/30/global-water-point-failure-rates/
  • 14.
  • 17. Reasons for Water System Failures
  • 18. The case for resolution •Water is a human right •To save lives / change lives, need good water services forever •Massive waste of investment (not just ours) - failed systems make poor people poorer •Many problems attributed to poor implementation
  • 19. Photo: CARE Kenya How do you create a system to respond to water point failure that “is supportive and yet doesn't create a dependency"? - A donor
  • 22. Workshops, Presentations, and Webinars related to MERL •February 2014 Resolution Workshop •The Workshop report can be found here: www.WASHadvocates.org/learn/sustainability/merl •2014 WASH Sustainability Forum •PechaKucha Presentation by Susan Davis •WASH Sustainability Webinars •MERL 3-Part Series
  • 23. What’s Next? •Upcoming Webinars •August 27: Addressing the Resolution Gap 10:00 – 11:30 AM EDT •September 17: A Framework for Action 10:00 – 11:30 AM EDT •Resolution Resource Collection
  • 24. HELP US ANSWER THESE QUESTIONS: •WHO should be responsible for resolution and/or post-implementation monitoring? Who pays? For how long? •HOW can we learn from the data and integrate those lessons into current and future programming? How do we address problems? •WHAT resources, tools, frameworks, and approaches should be used to resolve issues? WE ARE LOOKING FOR: •Handbooks •Surveys •Case studies •Checklists •Evaluations •Cost data •Contract language (agreements between service providers and community water committees, sustainability clauses) SUBMIT YOUR IDEAS TO: SUSTAINABILITY@WASHADVOCATES.ORG List of resources: www.WASHadvocates.org/learn/sustainability/merl