Chapter 4: Formulation of Monitoring and
Evaluation Plan
Contents
1. Learning Objective
2. What formulating M&E plan is?
3. Why is it important for formulating M&E plan?
4. How to formulate M&E plan?
5. Exercise
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1. Learning Objective
Participants will know how to formulate a monitoring and
evaluation plan
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2. What formulating M&E plan is?
❖Is a process of developing a clear plan for monitoring and
evolution of a project.
❖M&E plan concerns setting up the systems and processes to
project goal and objectives.
❖It provides the information needed to assess and to guide the
project strategy.
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3. Why is it important for formulating M&E plan?
Ensure planned results are
Improv achieved i t y o f
e and s c a p a c
u pport o p t he d
manag De v e l v o l v e
ement e i n
thos
Why
o u n t ab i l it y M o t i v ate stakehol
Ensu re a c c ders
Generate new knowledge and
Generate shared understanding
support learning
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3. Why is it important for formulating M&E plan?
Foster public and political support (Woodhill, 2000)
Help in mitigating and Help in determining what
managing crises Why success will look like
know what and when should be
Improve focus on priorities done
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4. How to formulate M&E plan?
There are nine steps:
❖Step 1: Develop project intervention and framework:
Project goal
Project objectives
Project outputs
Project activities
Inputs
See example in the next slide
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4. How to formulate M&E plan?
Example of project intervention framework
Inputs Activities Outputs Objective (outcome Goal
level) (Impact level)
• Funding ∙ Select ∙ 3 gender To develop capacity of To promote equality
• Time communities trainings women on and equity among
• Training/ ∙ Select focal ∙ 10 Gender focal men and women
meetings persons persons
• Human ∙ Train focal
• Materials persons
∙ Train
communities
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4. How to formulate M&E plan?
❖Step 2: Develop SMART
Input indicators
Activities indicators
Output indicators
Outcome Indicators
Impact Indicators
See example in the next slide
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4. How to formulate M&E plan?
Example of project intervention framework
Inputs Activities Outputs Objective (outcome level) Goal
(Impact level)
Indicators (SMART indicators)
∙ 3 trainers ∙ Number of For example: 35 ∙ By the end the project, 50% Increase in
∙ 60 trainees, activities Number out of 56 women of women in the target number of
30 of whom of trainings participants.. areas.. communities who
were women. ∙ Record of ∙ 30% of men in target areas demonstrate
∙ Budget plan expenditures helped their wives respect for women
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4. How to formulate M&E plan?
❖Step 3: Identify information
❖Step 4: Identify informants
❖Step 5: Identify data collection methods
❖Step 6: Identify responsible persons and time
❖Step 7: Identify data analysis methods
❖Step 8: Identify report writing process
See an example of an M&E plan at the next slide
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4. How to formulate M&E plan?
Example of a Monitoring and evaluation plan
Information informants Data collection Responsibility Frequency Data analysis
Reportin
needed g
What do we Who can How to collect Who will do? How often? How to analyze How to
need? provide? data? data? report?
• Significant Women • Semi-structured • Field staff • Ongoing • Quantitative See
changes who interview • Trainers (for and internal
received • Focused group • External monitorin qualitative versus
training discussions consultants g) data analysis external
• Observation in (if • When reportin
communities evaluation) there is g
• Informal external
dialogue evaluation
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4. How to formulate M&E plan?
Internal versus external reporting
Internal Reporting External Reporting
Primary audience: project team Primary audiences: stakeholders outside of the immediate
project team
Primary purpose: to inform ongoing project Primary purpose: for accountability and credibility
management and decision-making.
Content: comprehensive Content: abstracted from internal reports
Format: determined by the project team Format: determined by external
There will be a detail discussion on monitoring report in Module 4: Project Monitoring &
Evaluation.
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5. Exercise
❖Each group can choose one the below type of projects:
Farming and Agriculture
Reproductive Health
General Health Care (e.g. reduce alcohol
consumption, reduce smoking, hygiene, …)
Natural Resources Management
Strengthening Community Network
Each group can use M&E plan format in the next slide
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5. Exercise
Monitoring and evaluation plan format
Data informants Data collection Responsibility Frequency Data analysis Reporting
needed
What do we Who can How to collect Who will do? How often? How to analyze How to
need? provide? data? data? report?
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