Developing Monitoring and Evaluation Frameworks
First Edition
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Go to College Publishing WebsiteDescription
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.
Contents
Preface
Preface
Acknowledgments
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
Appendix
References
References
Index
Index
Description
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.
Contents
Preface
Preface
Acknowledgments
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
Appendix
References
References
Index
Index
Reviews
July 2015 | 312 pages | Sage US
| Format | Published Date | ISBN | Price |
|---|
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.
Table Of Contents:
- 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
Recent Product Reviews:
“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