Session 3: Overview of Barangay Development Planning (BDP) and

CapDev Agenda Formulation

BDP Step 8:
CRAFTING THE
MONITORING AND
EVALUATION PLAN

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 BDP Step 8:
Crafting the M&E Plan

STEP 10 STEP 1

Adoption & Organizing STEP 2

Approval of the the BPT &
Updating the
STEP 9 BDP BDC-TWG
Barangay
Writing and Databases/
Packaging the Profile
BDP

STEP 3

STEP 8 Participatory
PARTICIPATORY BDP Situational
Analysis
Crafting the PROCESS
M&E Plan

STEP 4
STEP 7
Formulating or
Investment STEP 6 STEP 5 Revisiting the
Programming Barangay
Determining Goal & Vision
the PPAs & Objective
CapDev Setting
Agenda

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 Crafting the M&E Plan

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 Monitoring (Pagsubaybay)

• Ang pagsubaybay (monitoring) ay isang proseso na kung saan ay

tinitiyak na ang lahat ng itinakdang iskedyul, budget at gawain
na nasa plano ay naisasakatuparan.
• Ito ay ang pagtitiyak na ang proyekto o programang ipinapatupad
ay nasa tamang direksyon batay sa layuning itinakda sa plano.
• Ito rin ay isang proseso ng pagtitiyak na ang lahat ng aspeto sa
plano ay nasa tamang direksyon.

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 Kahalagahan ng Pagsubaybay

✔ Nagsisilbing batayan sa mga susunod pang gawain na nakaplano

✔ Nagsisilbing sukatan sa pag-unlad o pagsulong ng mga gawain
batay sa planong ipinatutupad
✔ Nagsisilbing corrective measures;
✔ Natutukoy kung merong pagtaliwas sa pinagkasunduang plano

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 Mga metodolohiyang ginagamit sa pagsubaybay

✔ Actual visits
✔ Interviews
✔ Pag-uulat o paggawa ng report
✔ Pulong o pagsasagawa ng mga miting
✔ Konsultasyon sa mga nagsasagawa o nagsasakatuparan ng mga
programa o proyekto
✔ Konsultasyon sa mga benepisyaryo o sa mga naapektuhan ng
programa o proyekto (positibo man o negatibo)

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 Pagtatasa o Ebalwasyon

2 Tipo ng Ebalwasyon
1. Formative / On-going Evaluation – Ginagawa ito habang
nagpapatupad ng programa at plano. Layunin nito na magabayan ang
mga namumuno para makapagwasto ng patakaran, plano, alokasyon
ng rekurso at iba pa.

2. Summative / Post Evaluation - Ginagawa ito pagkatapos ng

implementasyon. Ito ang malalimang pagsusuri ng resulta at impact
ng programa o proyekto na naglalayong mabigyan ang pamunuan ng
impormasyon para sa hinaharap na pagpaplano

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 Kahalagahan ng Ebalwasyon

✔ Upang makita ang tagumpay ng programa o proyekto;

✔ Masukat ang pag-unlad batay sa layunin ng programa;
✔ Matukoy ang kalakasan at kahinaan ng disenyo o plano o proyektong nagawa;
✔ Makakuha ng mga impormasyon para sa plano at mapamahalaan ang
aktibidad o gawain ng programa ng mahusay;
✔ Pagbabahaginan ng karanasan (upang maiwasang makagawa ng parehong
pagkakamali o di kaya’y himukin ang ibang tao na gamitin ang pamamaraang
subok ng epektibo);
✔ Pagpapa-unlad ng pagsubaybay (monitor) upang mapahusay ang pamamahala
ng programa o proyekto.

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 Crafting the Monitoring and Evaluation Plan

In summary…

Monitoring shows whether a

Evaluation checks whether the
PPA in the BDP is being
intended beneficiaries are
implemented as planned and
actually
scheduled. It assesses whether
reached by the PPA. It looks at
the PPA follows the prescribed
the results or impacts of the
specifications and quality, and
PPA on the target beneficiaries
whether it stays within the
and on the barangay.
allocated budget. 

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 Crafting the Monitoring and Evaluation Plan

Monitoring and Evaluation assesses the PPA in two areas:

▪ the implementation of the PPA; and
▪ the achievement of its goals, covering both the overall and the sector-specific
goals. 

It is important to prepare the monitoring and evaluation plan to

▪ determine in advance the indicators to be monitored, data source, methods of
gathering data, frequency of monitoring activity and the tasking
▪ Have a document guide in tracking and assessing the progress of the BDP and the
results of the PPAs, and in monitoring the status of implementation, fund utilization,
processes being done, issues and concerns, actions taken & recommendations

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 Crafting the Monitoring and Evaluation Plan- Template
Vision Statement:

Mission Statement:

Data Collection Unit

Sectoral Goals Indicators Baseline Target Data Source Frequency
Method Responsible
Social Sector

Economic Sector

Environment

Infrastructure

Institutional

PPAs and Investment Plan

Objectives PPAs Description Target Outputs Data Source Data Collection Frequency Unit
Method Responsible
Social Sector

Economic Sector

Environment

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 Crafting the Monitoring and Evaluation Plan
STEPS
1. List statements of vision and mission, as well as sector specific goals and objectives, and priority PPAs
2. Provide the indicator that will be used to track and measure the goals’ progress over time. In the context
of M&E, indicators are measurable signs that show the progress toward a goal or outcome. There are
typically more than one indicator for each goal or outcome. Refer to the BOPIS for examples of
indicators that you can use in monitoring and evaluation.
3. For each indicator, provide the current data that will be used as the baseline for measuring progress in the
future. Refer to the results of the situational analysis for baseline data.
4. For the PPA and Investment Plan, indicate the objective statement of each sector and the corresponding
PPA and its description

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 Crafting the Monitoring and Evaluation Plan
STEPS
5. When indicating the frequency, include at least three data collection points for tracking progress: at the
baseline (during the situational analysis), halfway between the baseline and the target date (mid-term
evaluation), and after the target period (end-line evaluation). For PPAs, consider the period of
implementation- may be annually, quarterly, monthly.
6. When indicating the unit responsible for data collection, remember that the assigned person or unit is not
necessarily the one to actually collect the data. The task can be assigned to an external data collector or
evaluator. In this case, the unit responsible only makes sure that the external data collector is engaged in a
timely manner and is properly guided in the data collection and evaluation process.

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 Mahahalagang
Gabay sa  

Pagsubaybay
(Monitoring)

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 Mahahalagang Gabay sa Pagsubaybay (Monitoring)
▪ The Monitoring Committee Chairperson or any Barangay Official/Employee assigned by the Punong
Barangay should prepare all the documents needed in monitoring prior to the actual monitoring day.
These are the program/project briefers with its details (brief project concept, start and ending period of
implementation, cost, implementing agency or contractor, intended beneficiaries) and the monitoring
sheet where observations and recommendations will be recorded by the monitoring committee
members;

▪ An orientation of the Monitoring Committee should also be done prior to the actual monitoring;

▪ The Monitoring Committee Chair shall collect all the monitoring sheets from its members immediately
after the monitoring activity;

▪ The Monitoring Chair may also call for a short post-monitoring meeting to discuss and consolidate their
observations and recommendations;

▪ Project Implementations and Activities conducted should also be assessed and synthesized to derive
lessons and learning that can be used in the future undertakings of the barangay.

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 Some questions to consider in monitoring and evaluating

▪ Is the program or project undertaken according to schedule and budget? If not why?

▪ What needs to be done to put back on schedule and within the budget?

▪ Is there a need to revise either the schedule or the budget, or both?

▪ Are identified male and female beneficiaries reached? If not, why?

▪ What changes need to be undertaken to reach the intended beneficiaries?

▪ If they were reached, was this done efficiently and equitably? If not, how can this be done?

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