Chapter 10: Monitoring and Evaluation (M&E)

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Chapter 10:

Monitoring and

Evaluation (M&E)

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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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228 West Lexington Street

Baltimore, MD 21201 ¨C USA

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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 ¨C Develop a Results Framework.....................................................10

Step 10.1.2 ¨C Create a Logical Planning Framework........................................13

Step 10.1.3 ¨C Write the M&E Narrative..............................................................16

M&E Business Process 10.2 - Establishing the M&E System..................... 18

Step 10.2.1 ¨C Develop an M&E Operating Manual...........................................19

Step 10.2.2 ¨C Set Up the Community M&E System..........................................23

Step 10.2.3 ¨C 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 ¨C Organize Data Management in the Project M&E System..........28

Step 10.3.2 ¨C Manage Evaluations....................................................................31

Step 10.3.3 ¨C 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

ii

CRS

Catholic Relief Services

HR

Human Resources

ICT

Information and Communication Technology

IR

Intermediate Results

LADs

Learning to Action Discussions

M&E

Monitoring and Evaluation

SO

Strategic Objective

SPSS

Statistical Package for the Social Sciences

VSAT

Very Small Aperture Terminal (a form of satellite communication)

Chapter 10:

Monitoring and

Evaluation

Carl D. Walsh for CRS

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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