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 Zen and the art of monitoring & evaluation
Author: pcrawford Created: Friday, February 24, 2006
This blog is some of the rambling thoughts of Paul Crawford, a monitoring & evaluation (M&E) consultant for international aid organisations.

Risk Management: Reactive, Proactive and Predictive
By Paul Crawford on Monday, March 24, 2008

Risk management involves 'identifying risks' (i.e. detecting an event of significance), and then 'mitigating the risk' (i.e. responding appropriately).

Risk management has increasingly become recognised as an integral part of good practice M&E.  But in the international aid industry we still have a lot to learn about risk management.  The realisation of risks can be seen as a 'failure', but it represents a clear opportunity to learn.  One of my favourite quotes is from Gharajedaghi, J. (1999):

"Learning results from being surprised: detecting a mismatch between what was expected to happen and what actually did happen.  If one understands why the mismatch occurred (diagnosis) and is able to do things in a way that avoids a mismatch in the future (prescription), one has learned."

One of the problems I frequently observe with risk management in the aid industry is that i ...

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Logframe logic
By Paul Crawford on Monday, March 03, 2008

Recently Rick Davies eloquently wrote in his blog ('Rick on the Road': http://mandenews.blogspot.com/) about different ways that people articulate program logic in logframes.

This is an issue that I've also battled, and have written about elsewhere (http://www.aid-it.com/Portals/0/Documents/070105_Aristotle%20and%20Plato%20at%20it%20again.pdf). 

Many users of logframes seem to lose sight of the fact that the 'vertical logic' is supposed to describe the temporal sequence of change.  That is, how a particular project is anticipated to contribute to social change through time.  Instead, some folk use the vertical logic to systematically disaggregate the problem...in what Rick succinctly decribes as a "hirerearchy of inclusion".  An analogy of t ...

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Can IT really help M&E?
By Paul Crawford on Monday, January 21, 2008

Yes, yes...I know I haven't been a good boy in the blogging department!  And I've promised Santa that I'll be better this year.  No excuse really except for the familiar cries of too busy, too much international travel, a new baby...

Anyway, enough with excuses.

An issue that has come up several times recently is the role of information systems in support of M&E; specifically, the relative merit of technology-based systems.

As one of the founders of Aid-IT Solutions, I obviously have a view that IT systems can help to improve M&E outcomes.  But it is clear that IT is no 'magic bullet'.The world learned a very harsh lesson about being unrealistic in this regard during the Dot.Com mania of the new millennium!

A technology-supported M&E system does not change the fundamental problem facing M&E practitioners...that measuring amorphous social change and atributing this ...

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Yes, but what do you actually do?
By Paul Crawford on Monday, July 02, 2007

Outputs are universally defined as the tangible/quantifiable deliverables for which an implementation team can be held responsible.  There are two things that seem to commonly confound the way we define 'outputs' for M&E purposes.

  1. We confuse 'outputs' (conceived as the deliverables of the implementation team), with 'outputs' conveived as the anticipated deliverables of the project (i.e. the outcomes)...more on this another time!
  2. We tend to get a little verbose in the way we describe what we are actually delivering.  Part of this stems from professional pride and the need to be offering something fresh and innovative.  But it also partly stems from the 'spin' that is sometimes associated with a project proposal submitted to a donor.  We feel the need to sound sophisticated, and to align with popular (or politically correct) terminology.

In either case, what we end up with ...

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'Outputs' more than the boring quantitative stuff
By Paul Crawford on Friday, June 22, 2007

In recent years 'Outputs' have become the pariah of M&E. There's good reason for this of course...because in the bad old days, people tended to get stuck on only reporting the widgets that projects produced, and in so doing, lost sight of the bigger picture of the human changes that were expected to result from these widgets...the outcomes and impact.

But, I think that we've somehow thrown the baby out with the bathwater. There is a sense the M&E of outputs is only concerned with the boring 'quantitative' data about projects, and so tends to be downplayed by 'enlightened' M&E practitioners. But in fact there can be a lot of qualitative value in ensuring the 'outputs' remain one element within our M&E arrangements. This can be a source of valuable information for learning about the quality of our work...and what works or doesn't work in terms of fostering the desired outcomes.

Let me use an example from my per ...

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How to define 'M' and 'E'?
By Paul Crawford on Monday, February 26, 2007

I occasionally come across debate about how to distinguish 'monitoring' (M) from 'evaluation' (E).  I have to admit that I have also engaged in this debate in the past, but in the end I've found most defintions unhelpful for practical purposes.  As a result I tend to side-step the issue by avoiding a distinction and simply using the combined label 'M&E' rather than distinguishing 'M' from 'E'.  Whichever way someone chooses to define 'M' v 'E', for practical purposes, both processes end up involving the identifcation --> capture --> analysis --> dissemination --> utilisation of information for accountability and for learning.

Most people attempt to differentiate 'M' from 'E' in one of four ways:

  • The nature/focus of the data collected?
  • How often it happens?
  • Who collects the data?
    Who uses the information?
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Who needs M&E information?
By Paul Crawford on Wednesday, February 14, 2007

The raison d'etre of M&E is to enable accountability ('to prove') and learning ('to improve').  This can only be done if M&E data is used...in other words, it is supplied to interested stakeholders in a accurate, relevant and timely form.

But who are these "interested stakeholders"?

It has occured to me that M&E information is required by stakeholders in four 'directions':

  • Downwards: M&E information commonly follows a uni-directional flow ‘upwards’ from beneficiaries to donors.  But it is essential that information be fed back ‘down’ to contractors, partners and counterparts.  Where feedback does not occur, it inevitably limits opportunities for debate and learning.  Further, it ignores the reality that all stakeholders depend on timely, accurate and relevant information to perform. 
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Standardised or generic evaluation tools
By Paul Crawford on Wednesday, January 31, 2007

I've been doing work for two different clients who would like to implement a standardised or generic evaluation method or instrument across portfolios of projects implemented by unrelated NGOs.  Both clients are eager to have a consistent way to conduct comparative analysis of individual projects, and sets of projects.  They want to know if individual projects have achieved what was anticipated; and if the portfolio of projects as a whole has fostered desireable outcomes.

One client is predominantly focussed on gathering (to the extent possible) quantitative performance data; the other is predominantly focussed on qualitative perceptions gathered from a range of stakeholders.  But both assume that it is possible to obtain ‘scalable’ performance information.  In other words, information that will be meaningful at any scale: individuals, communities, projects and programs.  The other complication is that this ...

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Success factors in implementing a M&E system
By Paul Crawford on Tuesday, December 05, 2006

According to the State of Texas, Office of the State Auditor, (A Guide to Measure the Performance of Information Systems, April 1991) the following items are critical to successful implementation of a performance management system (similar issues apply to implementing a M&E system):

  • Management support and involvement from all levels in the organization to counteract resistance to change associated with introduction of new policies.
  • Appropriate measures that include defining the goals and objectives, identifying the measures to be used, evaluating the costs and benefits, and then implementing the cost-effective measures
  • Start small and measure the processes, not the people.  Fewer measures mean less initial cost; measures can be added.  Measure how things are done, and the result, not the people.
  • Provide feedback by using the results and reporting where improvements are ...
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Useable M&E information
By Paul Crawford on Monday, December 04, 2006

M&E is not an end in itself.  It should serve a means...a means to learning and being accountable. 

So, unless M&E processes/tools render information that is actually used by someone to further these ends, they are an unethical waste of resources.

So what does 'utilisable' M&E information actually mean?

I suspect that there are at least fourcontributing factors:

  • Relevant: does the information fundamentally meet a need?  Is it perceived as important/valuable by someone (an information 'client')?
  • Accurate: can the information be trusted? 
  • Timely: is the information delivered (to the information 'client') within a timeframe that permits action to be taken? 
  • Accessible: is the information provid ...
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