Creation of Monitoring
and
Evaluation Tool
Joel B. Boter
Teacher I
MID-YEAR IN-SERVICE
TRAINING, S.Y 2021-
2022
OBSERVE
ANALYZE
REFLECT
INSIGHT MO,
E-CHAT MO!
WHAT IS A MONITORING?
Monitoring is the systematic process of
collecting, analyzing and using information
to track a program's progress toward reaching
its objectives and to guide management decisions.
WHAT IS A EVALUATION?
Evaluation is a systematic process of
collecting, analyzing and interpreting in-
formation.
-Norman E. Gronlund and Robert L. Linn
WHAT IS A MONITORING AND
EVALUATION PLAN?
A monitoring and evaluation (M&E) plan is a document that helps to track and assess
the results of the interventions
In most cases an M&E system refers to all the indicators, tools and processes that
you will use to measure if a program has been implemented according to the plan
(monitoring) and is having the desired result (evaluation).
WHY DEVELOP A MONITORING AND
EVALUATION PLAN?
It is important to develop an M&E plan before beginning any monitoring activities
so that there is a clear plan for what questions about the program need to be
answered.
It will help program staff decide how they are going to collect data to track indicators,
how monitoring data will be analyzed, and how the results of data collection will be
disseminated both to the donor and internally among staff members for program
improvement
WHY DEVELOP A MONITORING AND
EVALUATION PLAN?
Remember, M&E data alone is not useful until someone puts it to use!
An M&E plan will help make sure data is being used efficiently to make programs
as effective as possible and to be able to report on results at the end of the
program.
WHO SHOULD DEVELOP A
MONITORING AND EVALUATION
PLAN?
An M&E plan should be developed by the research team or staff with research
experience, with inputs from program staff involved in designing and implementing
the program.
In education, the School Monitoring Team is in-charge in making the M&E Tool/ Plan
in every activity that takes place in school.
WHEN SHOULD A MONITORING AND
EVALUATION PLAN BE DEVELOPED?
An M&E plan should be developed at the beginning of the program when the
interventions are being designed. This will ensure there is a system in place to
monitor the program and evaluate success.
STEPS IN CREATING M&E
TOOL/PLAN
STEP 1: IDENTIFY PROGRAM GOALS AND OBJECTIVES
The first step to creating an M&E plan is to identify the program goals and objectives.
DEFINING PROGRAM GOALS STARTS WITH ANSWERING THREE QUESTIONS:
1.What problem is the program trying to solve?
2.What steps are being taken to solve that problem?
3.How will program staff know when the program has been successful in solving the problem?
STEPS IN CREATING M&E
TOOL/PLAN
STEP 2: DEFINE INDICATORS
Once the program’s goals and objectives are defined, it is time to define indicators for
tracking progress towards achieving those goals.
Process indicators track the progress of the program.
They help to answer the question, “Are activities being implemented as planned?” Some
examples of process indicators are:
•Number of trainings held with health providers
•Number of outreach activities conducted at youth-friendly locations
•Percent of youth reached with condom use messages through the media
STEPS IN CREATING M&E
TOOL/PLAN
Outcome indicators track how successful program activities have been at achieving program
objectives. They help to answer the question, “Have program activities made a difference?” Some
examples of outcome indicators are:
•Number and percent of trained health providers offering family planning services to youth
•Number and percent of new STI infections among youth.
STEPS IN CREATING
M&E
TOOL/PLAN
STEPS IN CREATING M&E
TOOL/PLAN
STEP 3: DEFINE DATA COLLECTION METHODS AND
TIMELINE
After creating monitoring indicators, it is time to decide on methods for gathering data and how
often various data will be recorded to track indicators.
These methods will have important implications for what data collection methods will be used
and how the results will be reported.
The source of monitoring data depends largely on what each indicator is trying to measure.
The program will likely need multiple data sources to answer all of the programming
questions.
STEPS IN CREATING
M&E
TOOL/PLAN
“Once it is
determined how data
will be collected, it is
also necessary to
decide how often it
will be collected.”
STEPS IN CREATING
M&E
TOOL/PLAN
STEPS IN CREATING M&E
TOOL/PLAN
STEP 4: IDENTIFY M&E ROLES AND
RESPONSIBILITIES
The next element of the M&E plan is a section on roles and responsibilities. It is important to decide
from the early planning stages who is responsible for collecting the data for each indicator.
STEPS IN CREATING
M&E
TOOL/PLAN
STEPS IN CREATING M&E
TOOL/PLAN
STEP 5: CREATE AN ANALYSIS PLAN AND REPORTING TEMPLATES
Once all of the data have been collected, someone will need to compile and analyze it to fill in a
results table for internal review and external reporting
STEPS IN CREATING
M&E
TOOL/PLAN
STEPS IN CREATING M&E
TOOL/PLAN
STEP 6: PLAN FOR DISSEMINATION AND DONOR REPORTING
The last element of the M&E plan describes how and to whom data will be disseminated. Data for
data’s sake should not be the ultimate goal of M&E efforts. Data should always be collected for
particular purposes.
STEPS IN CREATING
M&E
TOOL/PLAN
After following these 6 steps, the outline of the M&E
plan should look something like this:
1.INTRODUCTION TO PROGRAM
1. ​Program goals and objectives
2. Logic model/Logical Framework/Theory of
change
2.​​INDICATORS
1. Table with data sources, collection timing, and
staff member responsible
3.ROLES AND RESPONSIBILITIES
1. Description of each staff member’s role in M&E
data collection, analysis, and/or reporting
4.​REPORTING
1. Analysis plan
2. Reporting template table
5.DISSEMINATION PLAN
1. Description of how and when M&E data will be
disseminated internally and externally
REFERENCE
https://www.thecompassforsbc.org/how-to-guides/how-develop-monitoring-and-
evaluation-
plan#:~:text=A%20monitoring%20and%20evaluation%20(M%26E,the%20life%20of%20a
%20program.&text=The%20M%26E%20plan%20takes%20those,further%20plan%20for
%20their%20implementation.
Thank
You!!!

The presentation that will serve as guide in creating monitoring and evaluation tool in the field of education.pptx

  • 1.
    Creation of Monitoring and EvaluationTool Joel B. Boter Teacher I MID-YEAR IN-SERVICE TRAINING, S.Y 2021- 2022
  • 2.
  • 3.
  • 4.
    WHAT IS AMONITORING? Monitoring is the systematic process of collecting, analyzing and using information to track a program's progress toward reaching its objectives and to guide management decisions.
  • 5.
    WHAT IS AEVALUATION? Evaluation is a systematic process of collecting, analyzing and interpreting in- formation. -Norman E. Gronlund and Robert L. Linn
  • 6.
    WHAT IS AMONITORING AND EVALUATION PLAN? A monitoring and evaluation (M&E) plan is a document that helps to track and assess the results of the interventions In most cases an M&E system refers to all the indicators, tools and processes that you will use to measure if a program has been implemented according to the plan (monitoring) and is having the desired result (evaluation).
  • 7.
    WHY DEVELOP AMONITORING AND EVALUATION PLAN? It is important to develop an M&E plan before beginning any monitoring activities so that there is a clear plan for what questions about the program need to be answered. It will help program staff decide how they are going to collect data to track indicators, how monitoring data will be analyzed, and how the results of data collection will be disseminated both to the donor and internally among staff members for program improvement
  • 8.
    WHY DEVELOP AMONITORING AND EVALUATION PLAN? Remember, M&E data alone is not useful until someone puts it to use! An M&E plan will help make sure data is being used efficiently to make programs as effective as possible and to be able to report on results at the end of the program.
  • 9.
    WHO SHOULD DEVELOPA MONITORING AND EVALUATION PLAN? An M&E plan should be developed by the research team or staff with research experience, with inputs from program staff involved in designing and implementing the program. In education, the School Monitoring Team is in-charge in making the M&E Tool/ Plan in every activity that takes place in school.
  • 10.
    WHEN SHOULD AMONITORING AND EVALUATION PLAN BE DEVELOPED? An M&E plan should be developed at the beginning of the program when the interventions are being designed. This will ensure there is a system in place to monitor the program and evaluate success.
  • 11.
    STEPS IN CREATINGM&E TOOL/PLAN STEP 1: IDENTIFY PROGRAM GOALS AND OBJECTIVES The first step to creating an M&E plan is to identify the program goals and objectives. DEFINING PROGRAM GOALS STARTS WITH ANSWERING THREE QUESTIONS: 1.What problem is the program trying to solve? 2.What steps are being taken to solve that problem? 3.How will program staff know when the program has been successful in solving the problem?
  • 12.
    STEPS IN CREATINGM&E TOOL/PLAN STEP 2: DEFINE INDICATORS Once the program’s goals and objectives are defined, it is time to define indicators for tracking progress towards achieving those goals. Process indicators track the progress of the program. They help to answer the question, “Are activities being implemented as planned?” Some examples of process indicators are: •Number of trainings held with health providers •Number of outreach activities conducted at youth-friendly locations •Percent of youth reached with condom use messages through the media
  • 13.
    STEPS IN CREATINGM&E TOOL/PLAN Outcome indicators track how successful program activities have been at achieving program objectives. They help to answer the question, “Have program activities made a difference?” Some examples of outcome indicators are: •Number and percent of trained health providers offering family planning services to youth •Number and percent of new STI infections among youth.
  • 14.
  • 15.
    STEPS IN CREATINGM&E TOOL/PLAN STEP 3: DEFINE DATA COLLECTION METHODS AND TIMELINE After creating monitoring indicators, it is time to decide on methods for gathering data and how often various data will be recorded to track indicators. These methods will have important implications for what data collection methods will be used and how the results will be reported. The source of monitoring data depends largely on what each indicator is trying to measure. The program will likely need multiple data sources to answer all of the programming questions.
  • 16.
    STEPS IN CREATING M&E TOOL/PLAN “Onceit is determined how data will be collected, it is also necessary to decide how often it will be collected.”
  • 17.
  • 18.
    STEPS IN CREATINGM&E TOOL/PLAN STEP 4: IDENTIFY M&E ROLES AND RESPONSIBILITIES The next element of the M&E plan is a section on roles and responsibilities. It is important to decide from the early planning stages who is responsible for collecting the data for each indicator.
  • 19.
  • 20.
    STEPS IN CREATINGM&E TOOL/PLAN STEP 5: CREATE AN ANALYSIS PLAN AND REPORTING TEMPLATES Once all of the data have been collected, someone will need to compile and analyze it to fill in a results table for internal review and external reporting
  • 21.
  • 22.
    STEPS IN CREATINGM&E TOOL/PLAN STEP 6: PLAN FOR DISSEMINATION AND DONOR REPORTING The last element of the M&E plan describes how and to whom data will be disseminated. Data for data’s sake should not be the ultimate goal of M&E efforts. Data should always be collected for particular purposes.
  • 23.
    STEPS IN CREATING M&E TOOL/PLAN Afterfollowing these 6 steps, the outline of the M&E plan should look something like this: 1.INTRODUCTION TO PROGRAM 1. ​Program goals and objectives 2. Logic model/Logical Framework/Theory of change 2.​​INDICATORS 1. Table with data sources, collection timing, and staff member responsible 3.ROLES AND RESPONSIBILITIES 1. Description of each staff member’s role in M&E data collection, analysis, and/or reporting 4.​REPORTING 1. Analysis plan 2. Reporting template table 5.DISSEMINATION PLAN 1. Description of how and when M&E data will be disseminated internally and externally
  • 24.
  • 30.