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RESULTS-BASED MANAGEMENT, MONITORING & EVALUATION

Name: RESULTS-BASED MANAGEMENT, MONITORING & EVALUATION
Rating: 4.5 (354 reviews)

Design, Monitor And Evaluate Projects That Get Results

Highest Rated

Created byHumanitarian Training

Last updated 7/2024

English

Arabic [Auto],English [Auto],

What you'll learn

DESIGN, MONITOR AND EVALUATE PROJECTS THAT GET RESULTS
APPLY THE RESULTS-BASED MANAGEMENT (RBM) PHILOSOPHY AND PRINCIPLES TO DRIVE HIGHLY IMPACTFUL DEVELOPMENT RESULTS
USE THE LOGICAL FRAMEWORK APPROACH (LFA) TO EASILY DESIGN, MONITOR AND EVALUATE HUMANITARIAN AND DEVELOPMENT PROJECTS
USE RBM AND LFA TO CONSISTENTLY DELIVER POSITIVE, MEASURABLE CHANGE THAT WILL KEEP YOUR STAKEHOLDERS AND DONORS SATISFIED

Course content

11 sections • 72 lectures • 4h 15m total length

INTRODUCTION0:31
This is a self-paced, self-study course.
You will work through a series of video presentations on various aspects of Results-Based Management, Monitoring & Evaluation.
Even though you will be working alone, this is a practical course. At various points you will invited to stop the video and complete different tasks. You will find the worksheets for these inside the course. Please do stop and do the tasks when asked.
Best of Luck!

The extra reference materials are carefully selected and also very extensive. Please do not think you are expected to study all of them. They are there if you want to go deeper into the topics, either during or after the training.
In this part of the course, we will be looking at the origins of RBM, and examining what we mean by results and the results chain, before defining RBM as a concept. We will also look at how RBM fits in with the project cycle, before wrapping up with a look at some of the benefits and challenges in applying Results-Based Management.
THE STORY OF RBM4:19
WHAT ARE RESULTS?4:38
Define a result as a change in state caused by a cause-and-effect relationship, including intended and unintended changes, positive and negative, and identify outputs, outcomes, and impacts.
THE RESULTS CHAIN3:27
WHAT IS RESULTS-BASED MANAGEMENT?4:01
THE RBM PROCESS4:54
RBM IN PRACTICE4:48
rbm in practice focuses on results and change, continuously assessing effectiveness, and applying learning to improve outcomes for end users, with inclusive involvement and a logical framework guiding targets.
WHAT IS RESULTS-BASED MANAGEMENT?

RESOURCE MATERIALS0:31
The Logical Framework Approach is a key part of RBM - after all, we need a chain of results before we can measure them.
In this section we look at the difference between the Logical Framework Approach (the methodology for project identification, design, planning, implementation, monitoring and evaluation) and the Logical Framework itself (the matrix).
We then examine and deconstruct the Logical Framework, before looking at how it fits together, connecting the internal logic of the project (its results chain) with the external environment (assumptions).
We wrap up by looking at the main steps of the LFA.
Note that this is an overview, and from the next section we will start to work through those steps as you develop your own project through your extended tasks.
INTRODUCTION TO THE LOGICAL FRAMEWORK APPROACH5:15
THE NARRATIVE SUMMARY6:22
OBJECTIVELY VERIFIABLE INDICATORS6:37
MEANS OF VERIFICATION4:06
Identify means of verification for indicators by outlining data sources and methods such as surveys, interviews, observations, and document reviews to verify progress.
ASSUMPTIONS AND TESTING THE LOGIC8:49
Explore how to test logic and map assumptions from inputs to impact, identifying preconditions, external factors, and sustainability assumptions to ensure that outputs translate into improved health outcomes.
ASSUMPTIONS AND TESTING THE LOGIC6:17
Explore the ten steps of the log frame approach to design, monitor, and evaluate projects, from context and stakeholder analysis to testing the logic and indicators.
THE LOGICAL FRAMEWORK APPROACH

RESOURCE MATERIALS0:17
In this section we look at Context Analysis - the initial environmental scanning of the project community and location. This is not Problem Analysis or Stakeholder Analysis - those come later.
We begin by examining the purpose of Context Analysis, and then run through some of the methods for gathering data at this stage.
We then invite you to use those tools to gather information for your own project's context.
CONTEXT ANALYSIS4:19
FOCUS GROUP DISCUSSION5:41
DESK STUDY3:23
SURVEY5:52
OBSERVATION3:30
INTERVIEW4:09
conduct interviews to gain depth and insight by asking specific questions, exploring viewpoints, building relationships, and carefully selecting key informants while guarding against questioner bias.
CONTEXT ANALYSIS TASK2:34
ANALYSING THE PROJECT CONTEXT

RESOURCE MATERIALS0:16
In this section we move to the second step of LFA - Problem Analysis.
First, we look at a useful definition of a problem that will help us avoid circular reasoning. We then look at the Problem Tree tool - and there are some important tasks along the way to help you master that. The big output from this session is developing your own Problem Tree.
CIRCULAR REASONING6:10
THE PROBLEM TREE7:48
PROBLEM TREE ANALYSIS TASK - ACCESS TO WATER3:13
Identify the core problem of insufficient clean water and map its causes and effects to build a problem tree for access to water.
PROBLEM TREE ANALYSIS TASK - IDP CAMP4:03
DEFINING THE CORE PROBLEM1:46
Define the core problem, its focal problem, and the problem place and target population within the problem tree approach.
PROBLEM ANALYSIS

RESOURCE MATERIALS0:15
In this section we will examine the third aspect of Situation Analysis - the stakeholders.
You will identify your stakeholders, analyse using a power / interest matrix and develop a stakeholder communication plan. We will also examine win-win strategies for managing stakeholder expectations and interests, and explore the topic of stakeholder engagement.
You will need to download the Stakeholder Management and Communication template.
THE WHAT AND WHY OF STAKEHOLDER ANALYSIS5:41
THE FOUR STEPS OF STAKEHOLDER ANALYSIS9:22
Identify and map stakeholders by power, influence, and interest; prioritize them with a stakeholder analysis matrix, then assess needs, fears, and expectations to plan engagement and manage resistance.
WIN-WIN STRATEGIES4:13
Identify win win outcomes through stakeholder management and targeted engagement, balancing project effort with stakeholder satisfaction via tailored methods like interviews, focus groups, or workshops.
STAKEHOLDER COMMUNICATION3:23
Develop a stakeholder communication plan that delivers the right information at the right frequency through the right medium and channels, using both hard copy and electronic formats.
ENGAGING WITH STAKEHOLDERS6:20
Engage stakeholders through pull, push, consultation, participation, and partnership to tailor approaches by stakeholder power and influence, and align with your monitoring and evaluation plan.
ENGAGING WITH STAKEHOLDERS

RESOURCE MATERIALS0:10
This is a very short section of the course but represents a major step in project formulation. We will see how the Problem Tree (cause-and-effect) is translated into an Objectives Tree (means-end) - a description of the end-state the project aims to realise.
SETTING OBJECTIVES5:54
Convert problem trees into positive objectives with a means-end diagram, linking improved IDPs in the camp to better health, reduced disease, and lower mortality through water and sanitation.
SETTING OBJECTIVES

RESOURCE MATERIALS0:25
In this section we are going to walk, step-by-step, through building the Logical Framework as you develop your own project plan based on the analysis you have done so far. There is also a blank Logical Framework template you can download for your own use.
Remember, though, the Logical Framework is an iterative process, and you may need to revisit it several times before your are fully satisfied with it.
We also introduce some key concepts on Monitoring and Evaluation, as well as new data gathering method - the Case Study. We will build on these further in later sections of the course.
BUILDING THE LOGICAL FRAMEWORK - THE STEPS4:14
Build the logical framework by sequencing outcomes, impact, outputs, activities, and inputs. Verify diagonal and vertical logic, and treat the log frame as an iterative tool.
OUTCOME AND IMPACT5:11
Explain the results-based management approach by defining the outcome as the publicly stated aim of the project and the impact as long-term changes in health, livelihoods, or society, linked credibly.
OUTPUTS, ACTIVITIES AND INPUTS AND TESTING THE RESULTS CHAIN5:48
Link inputs, activities, and outputs to the outcome by testing the results chain, budgeting per result, and documenting how delivered outputs drive impact in a log frame.
ASSUMPTIONS AND PRECONDITIONS2:28
Explore assumptions and preconditions in results-based management and monitoring and evaluation, examining how external risks, camp context, and dependencies shape preconditions, outputs, outcomes, and health effects in a logical framework.
TESTING THE LOGIC0:54
MONITORING AND EVALUATION2:34
THE WHAT AND WHY OF MONITORING2:12
OBJECTIVELY VERIFIABLE INDICATORS (OVI)12:38
MEANS OF VERIFICATION (MOV)5:34
Explore means of verification (mov) and how data availability, collection, and cost affect indicator measurement, and the case study method offers depth for end-user experiences within monitoring.
PROJECT PLANNING

RESOURCE MATERIALS0:36
In this section we cover the final preparatory steps for Results-Based M&E and create our second major output, the Data Collection Toolkit.
We will examine how Results-Based M&E differs from more implementation-focused approaches, and go a little deeper into data collection methods - sources, frequency and responsibility. We will also introduce the concept of grouping indicators to make M&E a more smooth and integrated process.
There's a spreadsheet you can download where you can define all your indicators and M&E tasks, as well as store your M&E tools.
We've also added some further background reading materials to deepen your understanding on M&E and indicators. Again, there are more materials than you could reasonably study, and they are NOT part of the course. However, among those you may find 2 or 3 that are easy to follow and relevant to your needs.
PLANNING FOR RESULTS-BASED M&E2:33
Plan for results-based monitoring and evaluation emphasizes continuous feedback to measure effectiveness and progress toward outcomes, detailing indicators, data sources, collection methods, frequency, and responsibilities.
DATA COLLECTION METHODS6:47
GROUPING INDICATORS3:28
CREATING A DATA COLLECTION TOOLKIT3:25
PLANNING FOR M&E

RESOURCE MATERIALS0:08
Now it's time to build the M&E plan.
We suggest you download the plan and look through it - there are instructions inside the template - as well as working step-wise through the videos and tasks.
BUILDING THE M&E PLAN - OVERVIEW2:17
Outline the ten-step process to build an M&E plan, including cover page, introduction, log frame, indicators, roles, data flow, data management, annexed tools, acronyms, and final proofreading.
THE COVER PAGE1:58
ABOUT THE PLAN1:34
Define the purpose of the monitoring and evaluation plan, detailing how it monitors progress toward results to support management thinking, and who designs it with donors, managers, stakeholders, and beneficiaries.
THE PROJECT DESCRIPTION1:19
THE LOGICAL FRAMEWORK1:53
INDICATORS2:31
Define and document indicators in the log frame, detailing impact, outcome, and output indicators with baseline, current state, target, end state, data collection tools, frequency, responsibilities, and quality control.
ROLES AND RESPONSIBILITIES1:09
DATA FLOW2:06
DATA MANAGEMENT1:22
M&E TOOLS1:09
Detail each monitoring and evaluation tool in the annex of the m.a. plan, including name, number, description, last revision, indicator, and who implements, collects, reports, and any special features.
ACRONYMS AND TABLE OF CONTENTS3:17
Compile and alphabetize acronyms and terminology for merger and acquisition plan, expanding first use and updating the table of contents. Prioritize thorough proofreading, spell checking, and reverse-reading to ensure accuracy.
BUILDING THE M&E PLAN

Requirements

You will have some experience of development, relief or humanitarian work; ideally in an M&E or management role.

Description

This practical self-study course will teach you how to design and monitor projects that deliver measurable results for target groups and communities. You will learn a process for project identification, design and M&E planning that will lead to improved outcomes for your project beneficiaries.

Through course videos, practical exercises and extra materials you will learn how to:

Apply the Results-Based Management (RBM) philosophy and principles to drive highly impactful development results
Use the Logical Framework Approach (LFA) to easily design, monitor and evaluate humanitarian and community development projects
Use RBM and LFA to consistently deliver positive, measurable change that will keep your stakeholders and donors satisfied

The course addresses the challenges faced by development professionals in project design and M&E in a way that allows for maximum practical work. While you will get all the theory you need, you will learn the steps and tools in a way that you can apply time after time after the course is over.

As soon as you sign up you get immediate, lifetime access to all the course materials - course videos, worksheets and extra materials. As a self-paced course, you work through a series of video presentations on various aspects of Results-Based Management, Monitoring & Evaluation at your own pace.

The first part of the course examines the principles of RBM. We then move into designing results-based projects using the Logical Framework Approach. Finally we look at how to build an M&E plan to keep the project on track towards positive, measurable change for target groups and end users.

This is a practical course. At various points you will invited to stop the video and complete different tasks. You will find the worksheets for these inside the course. Please do stop and do the tasks when asked.

Who this course is for:

Development, relief and humanitarian workers
Monitoring and Evaluation staff
Anyone with a role in Project Identification, Design, Monitoring and Evaluation

RESULTS-BASED MANAGEMENT, MONITORING & EVALUATION

What you'll learn

Explore related topics

Course content

WHAT IS RESULTS-BASED MANAGEMENT?7 lectures • 27min

THE LOGICAL FRAMEWORK APPROACH7 lectures • 38min

ANALYSING THE PROJECT CONTEXT8 lectures • 30min

PROBLEM ANALYSIS6 lectures • 23min

ENGAGING WITH STAKEHOLDERS6 lectures • 29min

SETTING OBJECTIVES2 lectures • 6min

PROJECT STRATEGY5 lectures • 14min

PROJECT PLANNING10 lectures • 42min

PLANNING FOR M&E5 lectures • 17min

BUILDING THE M&E PLAN12 lectures • 21min

Requirements

Description

Who this course is for: