Monitoring and Evaluation in Instruments and Authority Levers.pptx
- 1. Prepare Needed Implementation Instruments and Authority Levers “Matino, Mahusay, at Maaasahan” RETOOLING SESSION WITH LGUs N THE FORMULATION OF THE COMPREHENSIVE DEVELOPMENT PLANS June 4-5, 2025 Puerto de San Juan, San Juan, La Union
- 2. Monitoring and Evaluation “Matino, Mahusay, at Maaasahan” -LGOO VI NICOLETTE MAY O. AMON- RETOOLING SESSION WITH LGUs N THE FORMULATION OF THE COMPREHENSIVE DEVELOPMENT PLANS June 4-5, 2025 Puerto de San Juan, San Juan, La Union
- 4. MONITORING continuous process of data collection and analysis to check whether a project is running according to plan and to make adjustments if required systematic process of collecting and analyzing information about activities and results of a project in order to determine the project’s relevance and/or to make decisions to improve the efficiency and effectiveness of a project EVALUATION TERMS AND CONCEPTS
- 5. Monitoring Evaluation • Systematic observation and documentation of information on the implementation of plan; • Continuous tracking/measurement of progress and performance against what was planned (time, outputs, resource use, cost); • In-depth analysis and comparison of planned versus actual achievements; • Systematic measurement of performance at the level of development goals and objectives • Systematic analysis of the relevance, efficiency, effectiveness, benefits, impact and sustainability of the plan TERMS AND CONCEPTS
- 6. Monitoring Evaluation Programs, projects and activities Overall relevance, impact and sustainability • Tracks progress (or lack thereof) of plan implementation and determines whether priority programs and projects outlined in the plan are actually implemented; • Ensures that programs and projects are implemented and managed efficiently and effectively; • Identifies problems in plan implementation in its early stage and allows decision and policy makers to address the problems or make appropriate adjustments; • Alerts managers to problems and provides options for corrective actions; • Provides recommendations for remedial actions. • Generates information and provides lessons that would guide the LGU in updating the Local Development Plan; • Ensures informed decision-making • Identifies the extent to which the objectives of the Local Development Plan are achieved or whether the Local Development Plan addresses effectively the needs of the citizens; • Ensures that resources are strategically managed and put to the best possible use. TERMS AND CONCEPTS
- 7. PLAN MONITORING AND EVALUATION 1 effects of the utilization of the outputs produced (project outcomes) 2 contribution of the outputs to the realization of development goals (project impacts) 3 determination of impacts of public sector planning interventions (programs, projects, services and regulatory measures); and impacts of private sector investments on the local area and population TERMS AND CONCEPTS
- 8. Cyclical Planning Process ✔Link between one planning cycle to the next Importance of M&E
- 9. Long-term Planning ✔New characterization of the current reality ✔Change in vision-reality gap ✔New sectoral goals, objectives and targets to recalibrate the indicators originally formulated which are not yet fully attained ✔Variance in the direction, intensity or size of the built environment from the chosen spatial form CLUP PROCESS Importance of M&E
- 10. Sectoral Planning Process ✔ determine the changes in the current reality after a lapse of time so as to make new estimate of the vision – reality gap and thereby formulate new sectoral goals, objectives and targets, identify new programs, projects or activities, etc. Importance of M&E
- 11. •Social Sector •Demographic composition, growth behavior and spatial distribution of the area’s population •Changes in the level of welfare of individuals and households; •Changes in the availability of and access to basic social goods and services; and •Advances made by society in the promotion of equity and social justice. •Economic Sector •General individual income levels and average household incomes; •Conditions in employment, unemployment and underemployment; •Level of self – sufficiency in the different food commodities; and •If possible, measurement of capital inflows (difference between inflows and outflows) into the area and the manner this capital is circulated in the local economy Importance of M&E
- 12. •Environment Sector •Stock and quality of various natural resources as a result of domestic utilization and economic extraction; •Size, direction and intensity of the built environment and corresponding conversion of agricultural, forest or wetlands; •Degree of success in the preservation of protected areas; •Sustainability through judicious consumption and avoidance of waste of water supply; •Overall quality of the environment resulting from waste management systems and nuisance abatement mechanisms that had been put in place during the last decade; and •Degree of success in the enforcement of national laws and local ordinances on the environment and natural resources. Importance of M&E
- 13. •Infrastructure Sector •Adequacy of social and physical capital build up to under gird economic prosperity, public health, safety, comfort and convenience; •Appropriateness of infrastructure to support the realization of the chosen spatial strategy; •Status in the backlogs in the provision of basic social services; •Changes in the quality of services and facilities resulting in changes in the general welfare of the residents; •Changes in the level of vulnerability of the residents as a result of facilities to reduce environmental risks and disasters; and •Changes in the environmental quality owing to the integrity of the protective structures and civil works •Institutional Sector •Institutionalization of local structures and processes for planning, program and project development and management, and monitoring and evaluation of the outputs, outcomes andimpacts of plans, programs, services, regulatory measures and other forms of public intervention; •Efficiency and effectiveness with which the local government bureaucracy utilizes resources to deliver services demanded by its various publics; •Changes towards ensuring participation in governance processes, transparency in LGU transactions and accountability of public officers; and •Indication of responsiveness of successive administrators to the needs of their constituents as can be inferred from the accumulated legislative output during the last decade. Importance of M&E
- 14. Annual Investment Programming ✔ In making up the priority list in any successor AIP, it measures not only the LGU’s financial performance in implementing the programs, projects and services but also provides feedback information regarding the effects of the previous year’s programs and projects. Importance of M&E
- 15. Budget Cycle ✔ Measures financial performance ❑ efficiency in utilization of inputs to realize outputs ❑ effectiveness of outputs in realizing desired outcomes ❑ extent to which public expenditure contributed to the attainment of broader social and economic goals Importance of M&E
- 16. Stakeholder Role Local Development Council coordinate, monitor, evaluate the implementation of development programs and projects (Section 109, LGC) Sectoral and Functional Committees of the LDC provide the LDC with data and information essential to the formulation of plans, projects and activities (Rule Xxiii, Art. 182, (g) (3) vi, IRR of RA 7160) Local Planning and Development Coordinator/Office monitor and evaluate the implementation of the different programs, projects and activities in the local government unit concerned in accordance with the approved development plan (Sec. 476 (b) (4), RA 7160) Project Monitoring Committee monitor government projects funded from foreign and national funds including development projects funded from the IRA and projects funded from locally-generated resources (EO 93, 1993) local constituents • CSO/private sector representative in the monitoring team • regular feedback mechanisms Stakeholder’s Role in M&E
- 17. ❑Following last election to influence the successor LDIP ❑Annually to make necessary adjustments in the LDIP Period in Conducting M&E
- 18. Annual Accomplishment Report Community-based Monitoring System LGPMS M&E Strategy Template Tools for M&E
- 19. Key Elements ❑Clear and expected results (goals, objectives, outputs) ❑Explicit targets per result ❑Indicators to measure progress towards results ❑Data source to assess performance ❑Collection methods ❑Frequency at which measurements will be made ❑Roles and responsibilities M&E Strategy Template
- 20. CY __________ ANNUAL/END-OF-TERM ACCOMPLISHMENT REPORT Province/City/Municipality of ______________________________________ Programs and Projects per Sector Output Indicators Target Accomplishment Beneficiary Sector Area Covered Estimated Project Cost (Php) Actual Disbursement 1. Social Sector Nutri-Health Program Number of barangays covered by micro-nutrient supplementation ▪ Number of barangays covered by nutrition education All barangays All barangays 50% of barangays 20% of barangays Women and Children Women and children 50 % of barangays 50 % of barangays 2 Million 1.2 Million Water Supply Project % of total number households covered 5% of all households 10% of all households Urban Poor Barangay Poblacion 5 Million 2. Economic Sector CDP Preparation Template Form 6.a. Annual Accomplishment Report
- 21. Thank you! For more information: Bureau of Local Government Development Department of the Interior and Local Government 25th Floor, DILG-NAPOLCOM Center, EDSA corner Quezon Avenue, West Triangle, Quezon City Trunkline: (02) 876-3453 local 4102 Tel No. (02) 929-9235 / 927-7852 E-mail address: [email protected]