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Lecture 4 - Monitoring and Evaluation

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Lecture 4 - Monitoring and Evaluation

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netsanet
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© © All Rights Reserved
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Monitoring & Evaluation

Monitoring

By- Sintayehu H.
MA in Dev’t Economics
Hawassa University
Monitoring

• Monitoring can be defined as the systematic


and continuous collecting, analysing and
using of information for the purpose of
management control and decision-making.
Cont’d
• Project monitoring is an integral part of
day-to-day management.

• Its purpose is to provide the information by


which management can identify and solve
implementation problems, and assess
progress in relation to what was originally
planned.
Steps in Monitoring
• There are five steps in the design and
specification of a monitoring system:
- Analyse project objectives
- Review implementation procedures
- Review indicators
- Design report formats
- Prepare an implementation plan for the
monitoring system
Cont’d
• It is important to relate information needs
to the different levels of the management
structure.

• In reality, the level of detail of information


required and the frequency of reporting will
vary according to the level of
management.
Cont’d
• By reviewing implementation procedures
(who does what) in consultation with
partner institution staff, the various roles,
functions and responsibilities are clarified,
and a clear link can be made between
information needs and levels of
management.
Evaluation
• Evaluation can be defined as a periodic assessment of
the relevance, efficiency, effectiveness, impact,
economic and financial viability, and sustainability of a
project in the context of its stated objectives.

• The purpose of evaluation is to review the achievements


of a project against planned expectations, and to use
experience from the project to improve the design of
future projects and programmes.

• Evaluation draws on routine reports produced during


implementation and may include additional investigations
by external monitors or by specially constituted missions.
Evaluation Criteria
• A major issue that affects any evaluation is the
choice of criteria. The Commission uses the
following criteria:
 Relevance - the appropriateness of project
objectives to the problems that it was supposed
to address, and to the physical and policy
environment within which it operated

 Project preparation and design – the logic


and completeness of the project planning
process, and the internal logic and coherence of
the project design
Cont’d
 Efficiency - the cost, speed and management
efficiency with which inputs and activities were
converted into results, and the quality of the
results achieved

 Effectiveness - an assessment of the


contribution made by results to achievement of
the project purpose, and how assumptions have
affected project achievements.
Cont’d
 Impact - the effect of the project on its wider
environment, and its contribution to the wider sectoral
objectives summarised in the project’s Overall
Objectives

 Sustainability - the likelihood of a continuation in the


stream of benefits produced by the project, particularly
continuation of the project’s activities and achievement
of results, and with particular reference to development
factors of policy support, economic and financial factors,
socio-cultural aspects, gender, appropriateness of
technology, ecological aspects, and institutional capacity
Opportunities for Evaluation
• The approach adopted by many agencies, including the
European Commission, is to programme formal
evaluation reports at specific phases in the project cycle
and to supplement these with ad hoc studies.

• The specific reports would typically be:

♦ At Mid-Term, to review progress and propose alterations


to project design during the remaining period of
implementation.

♦ At Project Completion, to document the resources used,


results and progress towards objectives. The objective is
to generate lessons about the project which can be used
to improve future designs.
Cont’d
• Further ad hoc studies are used to investigate
themes, such as sectoral projects within one
country for example; or particular types of
intervention within a region, such as institutional
development projects.

• The advantage of themed studies is that several


projects can be evaluated at one time and their
results related to wider policy objectives.
Thank you!

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