PDF Chapter 10: Monitoring and Evaluation (M&E)

Chapter 10: Monitoring and Evaluation (M&E)

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guide

Front cover photo: Susan Thubi, a Clinical Officer at the Nazareth Holy Family Clinic in Limuru, Kenya, checks the records of a patient who has come to the center for treatment. David Snyder for CRS.

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TABLE OF CONTENTS

M&E Process Map............................................................................................. 2 Purpose of This Guide........................................................................................ 3 What Function Does M&E Serve?.................................................................... 5 Summary of This Guide...................................................................................... 7 Key Principles of the M&E Function................................................................. 8 M&E Business Process 10.1 - Developing an M&E Framework.................... 9 Step 10.1.1 ? Develop a Results Framework....................................................10 Step 10.1.2 ? Create a Logical Planning Framework........................................13 Step 10.1.3 ? Write the M&E Narrative.............................................................16 M&E Business Process 10.2 - Establishing the M&E System..................... 18 Step 10.2.1 ? Develop an M&E Operating Manual...........................................19 Step 10.2.2 ? Set Up the Community M&E System..........................................23 Step 10.2.3 ? Pre-Test Forms, Train Staff, and Communicate the M&E System..................................................................24 M&E Business Process 10.3 - Implementing the M&E System................... 27 Step 10.3.1 ? Organize Data Management in the Project M&E System.........28 Step 10.3.2 ? Manage Evaluations....................................................................31 Step 10.3.3 ? Use M&E Information for Learning and Decision Making........34 Compliance Checklist for M&E...................................................................... 37 Glossary............................................................................................................ 39 References....................................................................................................... 43 Appendix A: Example Results Framework..........................................................45 Appendix B: Master Translator............................................................................46 Appendix C: Cheat Sheet for Working with Logical Planning Frameworks.......47 Appendix D: Example Logical Planning Framework...........................................50 Appendix E: Example Data Flow Map.................................................................52 Appendix F: Example Instruction Sheet.............................................................53 Appendix G: Example Communication and Reporting Map..............................54 Appendix H: Sample Prompt Questions for Learning to Action Discussions...55 Appendix I: Data Management...........................................................................56 Appendix J: Communicating and Reporting on an Evaluation..........................58

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Acronyms

CRS HR ICT IR LADs M&E SO SPSS VSAT

Catholic Relief Services Human Resources Information and Communication Technology Intermediate Results Learning to Action Discussions Monitoring and Evaluation Strategic Objective Statistical Package for the Social Sciences Very Small Aperture Terminal (a form of satellite communication)

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Carl D. Walsh for CRS

Chapter 10: Monitoring and

Evaluation

Farmers from the Democratic Republic of the Congo village of Ngumba

transport heaps of cassava leaves on their bicycles to market.

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