Advanced Monitoring and Evaluation: Integrating Monitoring, Evaluation and Implementation

Transcription

1 Advanced Monitoring and Evaluation: Integrating Monitoring, Evaluation and Implementation 3 day training course

2 Accreditation: This 6-credit HEQF (2007) level nine short course covers knowledge of a formal postgraduate programme, approved and quality controlled as required by the South African Qualification Authority (SAQA) and the Higher Education Qualification Committee (HEQC). Introduction: An effective management regime is characterised by a clear alignment in all operations of a department right through from planning and budgeting, through programme and project implementation and finally control of results through monitoring and evaluation efforts. This requires a clear understanding of the contribution of the various functions to the overall success of the organisation and the ability to holistically manage the functions to a coherent whole. Course objective and outcomes: Objective: To enable greater alignment between planning, programme implementation, monitoring and evaluation. Outcomes: After attending this course, participants should be able to: Understand the link between strategic planning, operational planning, implementation, monitoring and evaluation To develop logic models to guide planning, implementation, monitoring and evaluation processes To develop appropriate indicators and targets as part of planning, monitoring and evaluation processes Report accurately on performance results and link the results to future programme planning and implementation decisions 2

3 Daily Programme of Activities: DAY 1 LINKING PLANNING, IMPLEMENTATION AND M&E 8:30 9:00 WELCOME AND COURSE OVERVIEW 9:00 10:30 LINKING STRATEIC PLANNING, OPERATIONAL PLANNING, IMPLEMENTATION, MONITORING AND EVALUATION Strategic planning: Translating vision into action through the APP Governance and partnerships The Policy, Strategy, Planning interface Operational planning and implementation: MTEF Programme & Project Management Monitoring progress and evaluating results 11:00 13:00 PROGRAMME LOGIC, LOGIC MODELS AND LOGFRAMES Applying program theory and logic models for systemic planning and evaluation The use of logic models in planning, implementation, monitoring and evaluation 13:45 15:00 PRACTICAL EXERCISE Design a logic model for the attainment of a strategic outcome of the department. Draw up a detailed operational implementation plan for attaining the outcome including the WBS. 15:00 15:45 PLENARY SESSION 15:45 16:00 CONCLUSION DAY 1 3

4 DAY 2 MANAGING PERFORMANCE RESULTS 8:30 10:30 DEVELOPING MEASURES AND INDICATORS Overview of results-based M&E Importance and use of indicators in M&E Conceptualisation of indicators and other measurement instruments Classification of indicator types Indicators at various stages of the logic model Requirements and characteristics of good indicators 11:00 13:00 SETTING UP THE M&E SYSTEM Designing and selecting monitoring tools Gathering and analysing data Reporting findings Assigning responsibility for monitoring and evaluation 13:45 14:45 PRACTICAL EXERCISE Continuing on the same logic model and WBS as Day 1, design indicators and set targets to monitor and evaluate inputs, activities, outputs and outcomes. Describe the specific tools to be used to gather, analyse and report on findings as well as the respective responsibilities. 14:45 15:45 PLENARY SESSION 15:45 16:00 CONCLUSION DAY 2 4

5 DAY 3 MANAGING PERFORMANCE RESULTS (CONTINUED) 8:30 9:30 REFLECTIONS ON THE GROUP EXERCISE OF DAY 2 9:30 10:30 REFINEMENT OF INDICATOR FRAMEWORKS AND SPECIALISED TOPICS Setting targets Establishing benchmarks and norms International norms and protocols and implications for M&E in South Africa (Plenary discussion of the application of the above to the Group exercise of Day 2). 11:00 13:00 INSTITUTIONAL ARRANGEMENTS FOR M&E Overview of institutional and governance arrangements for M&E Organisational considerations and HR Implications for the Department. 13:45 14:45 PRACTICAL EXERCISE Continuing on the same logic model and WBS as Day 1&2, consider benchmarks, norms and targets. Identify the key institutional challenges in the Department and options to address these challenges. Identify priority issues for the way forward 14:45 15:45 PLENARY SESSION 15:45 16:00 CONCLUSION DAY 3 AND CLOSURE OF THE WORKSHOP 5