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Monitoring and Evaluation Training

Monitoring and Evaluation Training
A Systematic Approach

First Edition

November 2015 | 464 pages | SAGE Publications, Inc
This one-of-a-kind book fills a gap in the literature by providing readers with a systematic approach to monitoring and evaluation (M&E) training for programs and projects. Bridging theoretical concepts with practical, how-to knowledge, authors Scott Chaplowe and J. Bradley Cousins draw upon the scholarly literature, applied resources, and over 50 years of combined experience to provide expert guidance that can be tailored to different M&E training needs and contexts, including those for novices, professionals, organizations and their staff, community members, and other groups with a desire to learn and sustain sound M&E practices.

Part I: Key Concepts of M&E Training
1. M&E Training That Makes a Difference
What is M&E Training That Makes a Difference?

Systems Thinking for Training

Revisiting M&E

The Rising Demand for M&E Training

Who Provides M&E Training?

What Kind of M&E Training?

Chapter Summary

Recommended Resources

2. The Training Landscape
What is a Training?

Formal, Non-formal, Informal, and Incidental Education

Training Types – A Brief Overview

Face-to-Face Training

Distance Training and eLearning

Blended Learning

Chapter Summary


Recommended Resources

3. The M&E Capacity Building Context
What is Evaluation Capacity Building?

M&E Capacity Building at the Individual Level

M&E Capacity Building at the Organizational Level

M&E Capacity Building in the External Environment

M&E Capacity Assessment and Strategic Planning

Chapter Summary

Recommended Resources

4. Adult Learning
What is Learning?

How Adults Learn


Experimental Learning

Learning Styles and Preferences

Differentiated Instruction

Learner-Centered Training

Adult-Learning Principles for Effective M&E Training

Chapter Summary

Recommended Resources

5. What Makes a Good M&E Trainer?
Trainer Competencies

Recruiting a Trainer

Chapter Summary


Recommended Resources

Part II: A Systematic Approach to M&E Training
6. An Overview of the ADDIE Framework for Training
ADDIE as a Systematic and Systems Approach for Training

Why Have We Chosen the ADDIE for This Book?

Planning to Manage the ADDIE Process

Chapter Summary


Recommended Resources

7. Training Analysis
Solution Analysis

Needs and Outcomes Analysis

Trainee Analysis

Context Analysis

Task Analysis

Gap and Causal Analysis

Training Analysis Report

Chapter Summary

Recommended Resources

8. Training Design
Identify Training Objectives

Preparing Learning Objectives

Organizing the Instructional Content

Designing the Training Curriculum

Designing Training Evalaution and Follow-Up

Chapter Summary

Recommended Resources

9. Training Development and Preparation
Develop Training Materials and Resources

Review and Pilot the Training

Preparing for an M&E Training Workshop

Chapter Summary

Recommended Resources

10. Training Implementation
Training Facilitation

Facilitating the Workshop Introduction, Activities, and Closing

Chapter Summary

Recommended Resources

11. Training Evaluation
What is Training Evaluation?

Training Evaluation Methods - An Overview

Training Evaluation Guidelines

Determining Who Will Conduct Training Evaluation

Chapter Summary


Recommended Resources

Part III: M&E Training Methods and Techniques



Discussion Activities

Subgroup Formations

Case Studies

Learning Games

Guest Speakers

Panel Discussions and Debates

Role Playing



M&E Software Activities

Learner Presentations

Practicum Experiences

Independent Learning Activities

Review Activities

Learning Assessment Activities

Training Monitoring and Evaluation Activities

Training Closing Activities

Training Follow-Up Activities


This book is valuable resource for people, like me, who are involved in building and strengthening evaluation capacity in the humanitarian sector. It balances the personal experience of the authors with up-to-date academic knowledge, communicated in an easy and humorous way that makes reading this book serious fun.  

Mzia Turashvili
Vienna Evaluation Unit of Médecins Sans Frontières (MSF, or Doctors Without Borders)
Key features


  • Practical guidance, tools, and checklists support a systematic approach to M&E training, analysis, design, development, implementation, and evaluation to help readers apply what they learn to planning and delivering effective training.
  • A logical three-part structure guides readers through the material: Part I outlines key concepts in M&E training; Part II provides a systematic approach for delivering that training; and Part III consists of dozens of methods and techniques to achieve M&E training goals.
  • Ninety-nine example activities for M&E training, along with practical guidance, tips, and methodological considerations, actively engage learners during and after training and inspire trainers to develop their own activities based on their personal style and training needs.
  • A conceptual foundation for understanding M&E training as part of a larger system includes other learning opportunities contextual considerations that can support or hinder training outcomes, as well as the learners themselves and the trainer.
  • Learning Objectives and Summaries in every chapter help readers preview and review key learning points and messages, organize content, and navigate through the book, while up-to-date references direct readers to additional resources for further exploration.
  • Coverage of the key principles of adult learning is included for training facilitation as well as other processes in the training system, such as trainee analysis, identifying appropriate learning objectives and activities, assessing learning, and measuring other training outcomes.
  • Key competencies for M&E trainers include the knowledge, skills, and personal attributes to inform the training, recruitment, or assessment of M&E trainers. 

Sample Materials & Chapters

Chapter 1

Chapter 5

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