Transcript Lesson 2

UPA Package 5, Module 5
Monitoring and Evaluation
5.5.2 Monitoring and Evaluation
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Monitoring and Evaluation
• Monitoring is an instrument used by the project management.
• It creates the prerequisites for steering project
implementation on the basis of the planning targets.
• Monitoring and Evaluation (M+E) comprises two operations
which are effective only when carried out together.
5.5.2 Monitoring and Evaluation
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What is M&E?
• M stands for Monitoring and means systematic observation
and documentation of the input of resources (activities),
achievement of results/outputs and impacts.
• E stands for Evaluation and means objectives-oriented
assessment of the information collected in the course of
monitoring. This assessment of the expediency of the chosen
approach and the attainability of the desired results/outputs
and impacts forms the basis for the decisions on project
steering to be taken by the project management.
Source: GTZ, Unit 04,1989
5.5.2 Monitoring and Evaluation
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Steps involved in M&E
1.
2.
3.
4.
5.
6.
Reviewing the planning documents.
Determining information requirements and information flow.
Recording the necessary information.
Analysing and documenting the information.
Using the information in project steering.
Using the information in project progress reporting.
Note: Steps 5 and 6 do not actually form part of M&E, but
are included here in order to provide a complete and logical
picture.
Source: GTZ, Unit 04, 1998
5.5.2 Monitoring and Evaluation
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Application of M&E
Required exactitude and reliability of data
High
Quantity
Large
of data
required
Specialized M&E work units,
possibly with own data
collectors; use of personal
computers.
High capacity system to
Small
process and analyse data.
Low
Data collected by all relevant
organizational units in the
project, processing possibly
by external data sources/data
banks.
Chiefly informal data
collection; external sources of
information usually tapped.
Source: GTZ, Unit 04, 1989
5.5.2 Monitoring and Evaluation
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M+E within the Project
Implementation Cycle
ZOPP 4
Start of project
End of
project
ZOPP 5
(in partner
country)
Supplementary or
modification offer
for next phase to
the client/financing organisation
(BMZ)
Project
partners +
Contact
person
Project Progress
Review (GTZ)
Source: GTZ, Unit 04, 1998
5.5.2 Monitoring and Evaluation
Project Planning
Matrix
Plan of Operation
Working Plan
Plan Adjustment
(long-term)
Implementation
adjustment
(short-term)
No intervention
required
Project
implementation
Monitoring &
Evaluation
Ongoing
steering
Project Progress
Report
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