Monitoring and Evaluation Training

A Systematic Approach
First Edition
Monitoring and Evaluation Training
October 2015 | 464 pages | Sage US
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Description

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.

Contents

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
  • Appendices
  • 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
  • Andragogy
  • 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
  • Appendices
  • 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
  • Appendices
  • 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
  • Appendices
  • Recommended Resources

Part III: M&E Training Methods and Techniques

  • Icebreakers
  • Energizers
  • Lectures
  • Discussion Activities
  • Subgroup Formations
  • Case Studies
  • Learning Games
  • Guest Speakers
  • Panel Discussions and Debates
  • Role Playing
  • Simulations
  • Demonstrations
  • 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

Additional materials

Description

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.

Contents

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
  • Appendices
  • 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
  • Andragogy
  • 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
  • Appendices
  • 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
  • Appendices
  • 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
  • Appendices
  • Recommended Resources

Part III: M&E Training Methods and Techniques

  • Icebreakers
  • Energizers
  • Lectures
  • Discussion Activities
  • Subgroup Formations
  • Case Studies
  • Learning Games
  • Guest Speakers
  • Panel Discussions and Debates
  • Role Playing
  • Simulations
  • Demonstrations
  • 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

Additional materials

SAGE Publishing Logo

Monitoring and Evaluation Training

A Systematic Approach


October 2015 | 464 pages | Sage US

Format Published Date ISBN Price

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.


Table Of Contents:

  • 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
  • Appendices
  • 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
  • Andragogy
  • 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
  • Appendices
  • 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
  • Appendices
  • 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
  • Appendices
  • Recommended Resources
  • Part III: M&E Training Methods and Techniques
  • Icebreakers
  • Energizers
  • Lectures
  • Discussion Activities
  • Subgroup Formations
  • Case Studies
  • Learning Games
  • Guest Speakers
  • Panel Discussions and Debates
  • Role Playing
  • Simulations
  • Demonstrations
  • 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

Recent Product Reviews:

This text is excellent for building the capacity of trainers that help professionals and nonprofessionals to learn about program evaluation.
Lori L. Bakken, Associate Professor and Evaluation Specialist, University of Wisconsin-Madison
The book contains useful guidelines for designing effective M&E training, or for designing training generally.
John Mathiason, Managing Director, Associates for International Management Services and Professor, Cornell Institute of Public Affairs
Monitoring and Evaluation Training: A Systematic Approach reflects a meticulous review of the literature and discourse on evaluation capacity building and development to inform successful M&E training. It acknowledges the complexity of interdependent considerations, including larger organizational and societal contexts, to not only deliver effective M&E training, but also training transfer - the ability of trainees to apply M&E learning after training has been completed.
Joseph Dickman, Deputy Director, Research, Evaluation & Learning | The MasterCard Foundation
I often note that it seems like we’re endlessly training NGO staff in M&E, and frustrated with the mediocre work that results. Effective training is so much more than just delivering or facilitating good content. What is so essential about this book is that it fills a key gap on how to effectively train for M&E, and it does so in a thorough yet digestible format. In an era of increasing demand and need for evaluation capacity building, this book is a key tool for higher quality and more sustainable results.
Christie Getman, Senior Director, Technical Support and Program Quality Unit, Lutheran World Relief
Monitoring and Evaluation Training is a very comprehensive and well-illustrated training manual which is grounded on modern theories and presents practical application of all known M&E training and facilitation tools and methods. As a former trainer in Project Cycle Management related M&E and facilitator of planning and self-evaluation workshops, I would have loved to have such a book.
Claude Hilfiker, Head Evaluation Section, World Intellectual Property Organization (WIPO)

Recommendations