Monitoring and Evaluation (M&E)

Manage Evaluation

Use M&E Information for Learning and Decision-Making

Datu Jahramin O. Sinsuat

Manage Evaluation

Why evaluate?

Evaluations provide detailed information of a

project’s progress (midterm) and achievements
(baseline to final)
Sample checklist of tasks to consider in managing evaluations

MAJOR TASK TASKS

Scope of work drafted, reviewed by staff and management, and
Scope of Work finalized
Consultants identified
Consultant references checked
Project staff deployed
Personnel
Team assembled
Teambuilding meeting conducted
Evaluation budget developed
Consultant fees negotiated
Financial Per diem and travel advances arranged for all staff
Evaluation budget revised
Expense report, forms and instructions sent to consultant
 MAJOR TASK TASKS
Vehicles and drivers arranged
Translators arranged
Lodging arranged
Logistical
Airline tickets arranged
Visa, work permits, and security clearance arranged
Support staff and office space arranged
Stakeholders notified
Scope of work circulated
Relations Communities engaged in / aware of evaluation timing and purpose
Communication schedule worked out between evaluation
manager and project manager
MAJOR TASK TASKS
Evaluation manager mentor chosen
Psychological Safety valve for evaluation team developed
Elements Staff engaged in/aware of evaluation timing and purpose as well as
implications of shifting workloads
Contracts for consultants finalized
Contractual Logistical arrangements finalized
Signed copies of contracts received
Deliverables negotiated with consultants
Organizational deliverables assigned with timeframes
Deliverables
Review period (consolidating comments)
Revision and approval of contracts
 MAJOR TASK TASKS
Schedule worked out between evaluation manager and evaluation
team leader
Schedule worked out between evaluation manager and project
Communication manager
Protocol of contacting local authorities developed, mechanism ready
for when communities are chosen for field visits
Communication options arranged
Evaluation process milestones developed with consultants
Evaluation process defined and tasks allocated among evaluation
Work plan and team
Timeline
Milestones mapped on calendar
Written work plan/ timeline, with tasks highlighted, distributed
 MAJOR TASK TASKS
Insurance purchased for consultants
Contingency Emergency contact numbers organized
Plans Security briefing given to consultants
Contingency plan packet distributed
Use M&E Information for Learning and Decision-Making

 Ongoing Project Monitoring Data

 Baseline, Midterm and Final Evaluation Data

Ongoing Project Monitoring Data

Learning to Action Discussions (LAD)

 are time set aside to understand and analyze the data and
to discussed implications for the management of the project.

FIELD STAFF – discuss the data collected to supervisor

SUPERVISOR – consolidate the data and discuss the report with the
person to whom they report
Baseline, Midterm and Final Evaluation Data

3 points to consider

1. Analyze all the data collected

2. Interpret data in a way that reflects the limitation and

biases of the data

3. Plan for an evaluation lessons learned workshop

Sharing M&E Information

3 aspects to consider

1. Document and disseminate key learning points

2. Report back to communities and engage senior staff in the

process

3. Think creatively about communication