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Developing Monitoring and Evaluation Frameworks
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Developing Monitoring and Evaluation Frameworks



July 2015 | 312 pages | SAGE Publications, Inc
This practical book provides clear, step-by-step guidance on how to develop a monitoring and evaluation framework in a participatory, logical, systematic, and integrated way. The authors outline the key stages and steps involved, including: scoping the framework; identifying planned results; using program theory and program logic; developing evaluation questions; identifying processes for ongoing data collection and analysis; determining means to promote learning; reporting; and dissemination of results. A final chapter focuses on planning for implementation of the framework, with reference to the broader program and organizational context. The authors draw on their extensive experience in developing monitoring and evaluation frameworks to provide examples of good practice that inform organizational learning and decision making, while offering tips and guidelines that can be used to address common pitfalls.
 
Preface
 
Acknowledgments
 
About the Authors
 
Chapter 1 Introduction to Developing Monitoring and Evaluation Frameworks
What Is a Monitoring and Evaluation Framework?  
Why Invest?  
What Functions Does a Monitoring and Evaluation Framework Serve?  
What Gap Does This Text Intend to Fill?  
Key Features of the Approach  
Program-Level Focus  
What Are the Differences Between Monitoring and Evaluation?  
What Are the Complementaries Between Monitoring and Evaluation?  
What is Included in a Monitoring and Evaluation Framework?  
Format and Layout of the Text  
 
Chapter 2 Foundation Concepts
1. Multiple Purposes for Monitoring and Evaluation  
2. Results-Based Management Approach  
3. Theory-Based Approach  
4. Evaluation-Led Monitoring and Evaluation  
5. Participatory Orientation  
 
Chapter 3 First Steps: Scoping the Monitoring and Evaluation Framework, Stakeholder Mapping and Evaluation Capacity Building
1. Introduction to Scoping the Framework With Key Stakeholders  
2. Key Steps in Scoping the Framework  
Step 1: Identify Requirements  
Step 2: Determine Participation Arrangements  
Step 3: Identify Possible and Preferred Approaches  
Step 4: Review Resource Parameters  
Step 5: Confirm Purpose and Parameters of the Framework  
3. From First Steps Onwards  
SUMMARY CHECKLIST  
CHAPTER REVIEW QUESTIONS  
 
Chapter 4 Program Theory and Program Logic as a Foundation for the Monitoring and Evaluation Framework
1. Introduction to Developing Program Theory and Program Logic  
2. Steps Involved in Developing Program Theory and Program Logic  
Step 1: Plan Stakeholder Engagement Strategy  
Step 2: Develop Program Theory  
Step 3: Develop Program Logic  
Step 4: Confirm Program Theory and Program Logic with Key Stakeholders  
SUMMARY CHECKLIST  
CHAPTER REVIEW QUESTIONS  
 
Chapter 5 Evaluation Questions - Determining What We Want to Know
1. Introduction to Developing Evaluation Questions  
2. Using Evaluation Domains to Guide Selection of Questions  
3. Using Program Theory and Logic to Determine Evaluation Questions  
4. Steps Involved in Developing Evaluation Questions  
Step 1: Develop Draft Evaluation Questions  
Step 2: Facilitate Stakeholder Participation  
Step 3: Scope Number and Range of Questions Against Data and Resources Available  
Step 4: Present Questions to Stakeholders for Final Endorsement  
Step 5: Finalize Evaluation Questions  
SUMMARY CHECKLIST  
CHAPTER REVIEW QUESTIONS  
 
Chapter 6 The Monitoring Plan
1. Introduction  
2. Introduction to Program Monitoring  
3. The Monitoring Plan  
4. Steps in Developing Monitoring Plan  
Step 1: Identify Focus  
Step 2: Develop Performance Indicators and Targets  
Step 3: Identify Data Collection Processes and Tools  
Step 4: Determine Responsibilities and Time Frames  
5. The Future of Program Monitoring  
SUMMARY CHECKLIST  
CHAPTER REVIEW QUESTIONS  
 
Chapter 7 The Evaluation Plan
1. Introduction  
2. Focusing on Evaluation  
3. The Evaluation Plan  
4. Steps Involved in Developing the Evaluation Plan  
Step 1: Determine Overall Evaluation Approach  
Step 2: Identify Evaluation Questions Requiring Criteria and Standards  
Step 3: Identify Focus of Evaluation and Methods for Each Questions  
Step 4: Determine Responsibilities and Time Frames  
Step 5: Review the Monitoring and Evaluation Plans  
SUMMARY CHECKLIST  
CHAPTER REVIEW QUESTIONS  
 
Chapter 8 Collecting, Managing, Analyzing and Synthesizing Data to Reach Evaluative Conclusions
1. Introduction to Data Processes That Support Sound Conclusions  
2. Organizational Context for Data Collection, Management, and Analysis  
3. Data Quality  
4. Steps Involved in Data Collection, Management and Analysis  
Step 1: Develop Data Collection Plan  
Step 2: Develop Data Management Plan  
Step 3: Consider Approach to Data Synthesis  
Step 4: Consider Approach to Making Evaluative Judgments and Reaching Evaluative Conclusions  
SUMMARY CHECKLIST  
CHAPTER REVIEW QUESTIONS  
 
Chapter 9 Learning, Reporting and Dissemination Strategies
1. Introduction  
2. Steps Involved in Learning, Reporting and Dissemination  
Step 1: Consider Developing or Refining a Learning Strategy That Maximizes Use of Conclusions, Recommendations and Lessons  
Step 2: Consider the Identification of Recommendations and Lessons  
Step 3: Provide Guidance on Developing a Reporting and Dissemination Strategy  
SUMMARY CHECKLIST  
CHAPTER REVIEW QUESITONS  
 
Chapter 10 Planning for Implementation of Monitoring and Evaluation Frameworks
1. Introduction to Planning and Implementation  
2. Key Steps in Implementation of Monitoring and Evaluation Frameworks  
Step 1: Confirm Program Management Arrangements  
Step 2: Work Planning for Implementation  
Step 3: Plan for Monitoring and Review of Framework  
SUMMARY CHECKLIST  
CHAPTER REVIEW QUESITONS  
 
Chapter 11 Conclusion
 
Appendix
 
References
 
Index

Supplements

Student Study Site
Visit the companion website at study.sagepub.com/dmef to download templates for monitoring and evaluation plans in Word and PDF formats for use in the field.

“The text provides an excellent resource for developing monitoring and evaluation frameworks for a wide range of organizations and programs. Students and practitioners are provided with a great resource that can help organizations better society, and maximize evaluation efficiency by integrating monitoring with evaluation.”

Daniela C. Schroeter
Western Michigan University

This book does a brilliant job of integrating program monitoring concepts into the broader field of evaluation.  It fills a glaring gap in the evaluation literature, and I highly recommend it for practicing evaluators, evaluation scholars, and evaluation faculty and students.

Stewart I. Donaldson
Claremont Graduate University, President, American Evaluation Association

At last--a step-by-step guide to realizing the potential of monitoring and evaluation by building them in from the beginning. This book provides a systematic and well-tested approach to planning and successfully implementing an integrated monitoring and evaluation framework.

Patricia Rogers
Professor of Public Sector Evaluation, RMIT University; Director, BetterEvaluation
Key features

KEY FEATURES:

  • A new perspective promoting monitoring and evaluation functions as complementary and mutually-reinforcing sets the guide apart from others.
  • A step-by-step approach provides a logical, sequential, and structured approach to developing a monitoring and evaluation framework with guidance on how one stage relates to and informs the other.
  • The book promotes a multi-method design to assessing program performance drawn from the application of both qualitative and quantitative methods to ensure quality and reliability.
  • Program theory, program logic, and evaluation questions are integrated and coordinated within the framework to support effective, purposeful monitoring and evaluation processes that promote participation by key stakeholders and enhance ownership.
  • The book goes beyond the development process and offers guidance on the actual implementation of the monitoring and evaluation framework.

Sample Materials & Chapters

Chapter 1

Chapter 2


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