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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 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)

Whether managing or delivering M&E training in the fields of development or philanthropy, this book prides both the “nuts and bolts” as well as the conceptual backdrop for effective M&E training.

Nancy MacPherson
Managing Director, Evaluation, The Rockefeller Foundation

Written for a diversity of training contexts, this excellent and timely book draws extensively from current literature yet is highly practical, reflecting the vast real-world experience of the authors. It will be very useful for anyone who has to cultivate an appreciation for M&E and evaluative thinking in their organizations, teams or communities – whether evaluators, program managers, team leaders or researchers.

Zendra Ofir
Honorary Professor, University of Stellenbosch, South Africa, and former President of the African Evaluation Association

After more than 25 years of observing and delivering M & E training, I'm delighted to see this book which provides such good advice about building in adult learning principles and proper planning. M & E training is an important element of building and strengthening evaluation capacity. The book combines accessible guidance about principles of good instructional design and delivery with very practical exercises and examples. Novice and experienced M & E trainers could all learn from it.

Patricia Rogers
Professor of Public Sector Evaluation, RMIT University, Australia (Royal Melbourne Institute of Technology), and Director, BetterEvaluation

Monitoring and Evaluation Training: A Systematic Approach is a welcome addition to the field of monitoring and evaluation, notable in its scope and breadth of a topic of increasingly importance in the evaluation community.

Marco Segone
Director, Independent Evaluation Office, UNWomen; Chair, United Nationa Evaluation Group (UNEG); Co-chair, EvalPartners

The authors support effectively capacity building in M&E by providing an enriching compendium of well-tried tools and practical hints for systematic training, complemented with a sound grasp of the underpinning theoretical concepts.

Thomas Widmer
Policy-Analysis & Evaluation Unit, Department of Political Science, University of Zurich
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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