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PROJECT EVALUATION
Unit 1: Monitoring and Evaluation Concept
Monitoring
INTRODUCTION
 Monitoring
 Monitoring is the regular observation and recording
of activities taking place in a project or programme.
It is a process of routinely gathering information on
all aspects of the project.
INTRODUCTION
Monitoring enables the gathered
information to be used in making
decisions for improving project
performance.
INTRODUCTION
Monitoring also involves giving
feedback about the progress of
the project to the donors,
implementers and beneficiaries of
the project.
EXPERT DEIFICATION
 Meredith & Mantel:- Monitoring is the
collecting, recording and reporting information
concerning any all aspect of project
performance that the project manager or
others in the organization wish to know.
 David l. Cleland:- Monitoring means to keep
track of and to check systematically all project
activities.
EXPERT DEIFICATION
Whether right thing is being
delivered to the right people at the
right time in a right way is known
as Monitoring.
WHY MONITORING ???
 Rescheduling the project:- to run project in time
 Re budgeting the project:- appropriating funds from one
head to another; avoiding expenses under unnecessary
heading.
WHY MONITORING ??? ….
Re – assigning the staff:- shifting the
staff from one area to other; recruiting
temporary staff to meet the time
schedule
To assess project results:- to find out
if and how objectives are being met
and are resulting in desired changes.
WHY MONITORING ??? ….
 To improve project management and process
planning: to better adapt to contextual and risk factors such
as social and power dynamics that affect the research
process.
 To promote learning: to identify lessons of general
applicability, to learn how different approaches to participation
affect outcomes, impact, and reach, to learn what works and
what does not, and to identify what contextual factors enable.
WHY MONITORING ??? ….
 To understand different stakeholders'
perspectives: to allow, through direct
participation in the monitoring and
evaluation process, the various people
involved in a research project to better
understand each others views and values
and to design ways to resolve competing or
conflicting views and interests.
WHY MONITORING ??? ….
To ensure accountability: to assess
whether the project is effectively,
appropriately, and efficiently executed
to be accountable to they key
agencies supporting the work
(including, but not exclusively, the
donors
Evaluation
INTRODUCTION
Evaluation involves the systematic collection of
information about the activities, characteristic and
outcomes of an activity or action, in order to
determine its worth or merit (Dart et al, 1998).
It is a major part of learning, and can provide a wealth
of useful information on the outcomes of a project or
action, and the dynamics of those who undertook the
work
INTRODUCTION……….
Evaluation means finding out
the value of something.
Evaluation simply refers to the
procedures of fact finding
INTRODUCTION……….
Evaluation is designated to provide
systematic, reliable and valid
information on the conduct, impact
and effectiveness of the projects.
Evaluation is essentially the study
and review of past operating
experience.
WHY EVALUATION ???
From an accountability perspective:
 The purpose of evaluation is to make the
best possible use of funds by the program
managers who are accountable for the
worth of their programs.
 Measuring accomplishment in order to avoid
weaknesses and future mistakes.
-Observing the efficiency of the techniques
and skills employed
-Scope for modification and improvement.
-Verifying whether the benefits reached the
people for whom the program was meant.
WHY EVALUATION ???
Form a knowledge perspective:
 The purpose of evaluation is to establish
new knowledge about social problems and
the effectiveness of policies and programs
designed to alleviate them.
 Understanding people’s participation &
reasons for the same.
 Evaluation helps to make plans for future
work.
NEED OF MONITORING & EVALUATION
 To assess project results: to find out if and
how objectives are being met and are
resulting in desired changes.
 To improve project management and process
planning: to better adapt to contextual and
risk factors such as social and power
dynamics that affect the research process.
NEED OF MONITORING & EVALUATION …
 To understand different stakeholders' perspectives:
to allow, through direct participation in the
monitoring and evaluation process, the various
people involved in a research project to better
understand each others views and values and to
design ways to resolve competing or conflicting
views and interests.
NEED OF MONITORING & EVALUATION …..
 To promote learning: to identify lessons of general
applicability, to learn how different approaches to participation
affect outcomes, impact, and reach, to learn what works and
what does not, and to identify what contextual factors enable
or constrain the participatory research.
 To ensure accountability: to assess whether the project is
effectively, appropriately, and efficiently executed to be
accountable to they key agencies supporting the work
(including, but not exclusively, the donors) (Estrella and
Gaventa, 1998).
TYPES OF MONITORING
• Staff meetings – Weekly, Monthly, Annual
• Partners meeting/Learning Forums (FGD,
Surveys)/Retreat
• Participatory Reviews – Stakeholders
• Monitoring and Supervision Mission
(Self/Donors/Joint)
• Progress reports/Statistics
TYPES OF EVALUATION
• Participatory Evaluation in which representatives of
agencies and stakeholders work together in
designing, carrying out and interpreting an
evaluation
 Process based An evaluation of the internal
dynamics of a project, its policy instruments, its
service delivery mechanisms, its management
practices, and the linkages among these.
• Outcome based evaluation it facilitates the asking if
the organization is doing right activities to bring
about the expected outcomes
TYPES OF EVALUATION….
• Self-evaluation (360 degree evaluation) An
evaluation by those who are entrusted with
the design and delivery of a project.
• Goal-based evaluation Evaluating the extent
to which projects are meeting
predetermined goal / impact
Monitoring
Recording
Analysis
Reporting
Corrective action at the operational
level
Information
Recording Recommendations
Analysis
Information
from other
sources
Information from
Monitoring
Affirmation or modification in
objectives, resources, and process
Evaluation
RELATION BETWEEN M & E
Project monitoring

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Project monitoring

  • 1. PROJECT EVALUATION Unit 1: Monitoring and Evaluation Concept
  • 3. INTRODUCTION  Monitoring  Monitoring is the regular observation and recording of activities taking place in a project or programme. It is a process of routinely gathering information on all aspects of the project.
  • 4. INTRODUCTION Monitoring enables the gathered information to be used in making decisions for improving project performance.
  • 5. INTRODUCTION Monitoring also involves giving feedback about the progress of the project to the donors, implementers and beneficiaries of the project.
  • 6. EXPERT DEIFICATION  Meredith & Mantel:- Monitoring is the collecting, recording and reporting information concerning any all aspect of project performance that the project manager or others in the organization wish to know.  David l. Cleland:- Monitoring means to keep track of and to check systematically all project activities.
  • 7. EXPERT DEIFICATION Whether right thing is being delivered to the right people at the right time in a right way is known as Monitoring.
  • 8. WHY MONITORING ???  Rescheduling the project:- to run project in time  Re budgeting the project:- appropriating funds from one head to another; avoiding expenses under unnecessary heading.
  • 9. WHY MONITORING ??? …. Re – assigning the staff:- shifting the staff from one area to other; recruiting temporary staff to meet the time schedule To assess project results:- to find out if and how objectives are being met and are resulting in desired changes.
  • 10. WHY MONITORING ??? ….  To improve project management and process planning: to better adapt to contextual and risk factors such as social and power dynamics that affect the research process.  To promote learning: to identify lessons of general applicability, to learn how different approaches to participation affect outcomes, impact, and reach, to learn what works and what does not, and to identify what contextual factors enable.
  • 11. WHY MONITORING ??? ….  To understand different stakeholders' perspectives: to allow, through direct participation in the monitoring and evaluation process, the various people involved in a research project to better understand each others views and values and to design ways to resolve competing or conflicting views and interests.
  • 12. WHY MONITORING ??? …. To ensure accountability: to assess whether the project is effectively, appropriately, and efficiently executed to be accountable to they key agencies supporting the work (including, but not exclusively, the donors
  • 14. INTRODUCTION Evaluation involves the systematic collection of information about the activities, characteristic and outcomes of an activity or action, in order to determine its worth or merit (Dart et al, 1998). It is a major part of learning, and can provide a wealth of useful information on the outcomes of a project or action, and the dynamics of those who undertook the work
  • 15. INTRODUCTION………. Evaluation means finding out the value of something. Evaluation simply refers to the procedures of fact finding
  • 16. INTRODUCTION………. Evaluation is designated to provide systematic, reliable and valid information on the conduct, impact and effectiveness of the projects. Evaluation is essentially the study and review of past operating experience.
  • 17. WHY EVALUATION ??? From an accountability perspective:  The purpose of evaluation is to make the best possible use of funds by the program managers who are accountable for the worth of their programs.  Measuring accomplishment in order to avoid weaknesses and future mistakes. -Observing the efficiency of the techniques and skills employed -Scope for modification and improvement. -Verifying whether the benefits reached the people for whom the program was meant.
  • 18. WHY EVALUATION ??? Form a knowledge perspective:  The purpose of evaluation is to establish new knowledge about social problems and the effectiveness of policies and programs designed to alleviate them.  Understanding people’s participation & reasons for the same.  Evaluation helps to make plans for future work.
  • 19. NEED OF MONITORING & EVALUATION  To assess project results: to find out if and how objectives are being met and are resulting in desired changes.  To improve project management and process planning: to better adapt to contextual and risk factors such as social and power dynamics that affect the research process.
  • 20. NEED OF MONITORING & EVALUATION …  To understand different stakeholders' perspectives: to allow, through direct participation in the monitoring and evaluation process, the various people involved in a research project to better understand each others views and values and to design ways to resolve competing or conflicting views and interests.
  • 21. NEED OF MONITORING & EVALUATION …..  To promote learning: to identify lessons of general applicability, to learn how different approaches to participation affect outcomes, impact, and reach, to learn what works and what does not, and to identify what contextual factors enable or constrain the participatory research.  To ensure accountability: to assess whether the project is effectively, appropriately, and efficiently executed to be accountable to they key agencies supporting the work (including, but not exclusively, the donors) (Estrella and Gaventa, 1998).
  • 22. TYPES OF MONITORING • Staff meetings – Weekly, Monthly, Annual • Partners meeting/Learning Forums (FGD, Surveys)/Retreat • Participatory Reviews – Stakeholders • Monitoring and Supervision Mission (Self/Donors/Joint) • Progress reports/Statistics
  • 23. TYPES OF EVALUATION • Participatory Evaluation in which representatives of agencies and stakeholders work together in designing, carrying out and interpreting an evaluation  Process based An evaluation of the internal dynamics of a project, its policy instruments, its service delivery mechanisms, its management practices, and the linkages among these. • Outcome based evaluation it facilitates the asking if the organization is doing right activities to bring about the expected outcomes
  • 24. TYPES OF EVALUATION…. • Self-evaluation (360 degree evaluation) An evaluation by those who are entrusted with the design and delivery of a project. • Goal-based evaluation Evaluating the extent to which projects are meeting predetermined goal / impact
  • 25. Monitoring Recording Analysis Reporting Corrective action at the operational level Information Recording Recommendations Analysis Information from other sources Information from Monitoring Affirmation or modification in objectives, resources, and process Evaluation RELATION BETWEEN M & E