USAID regional and pillar bureaus may use monitoring data to understand trends across a region or sector, even though some of the nuances of individual Mission data points may be lost at this level. Below are resources that reinforce the need for monitoring and evaluation. It is described in USAID policy ADS 201. Make a general inquiry or suggest an improvement. Welcome to the e-version of the USAID Evaluation Toolkit! In order for monitoring efforts to truly serve their purposes, the monitoring data collected by USAID and its partners should be analyzed, used, shared, and reported. The toolkit offers tools and The diagram below identifies some of the ways in which monitoring is embedded in the Program Cycle. Then, the USAID-funded MEASURE It is a resource for USAID staff members and external partners who manage or implement USAID efforts. , An Activity MEL Plan also needs to include additional monitoring approaches unique to that specific activity, reflective of the activity’s programmatic approach, operational context, and management needs. 2.4 Develop a monitoring and evaluation plan 68 2.5 Ensure adequate staffing and budgeting to implement the M&E plan 72 Section 3: Conducting Monitoring and Evaluation 78 3.1 Implement monitoring activities 78 Select the monitoring tools 78 Connect indicators to monitoring activities 78 The Program Cycle is USAID’s operational model for planning, delivering, assessing, and adapting development programming in a given region or country to advance U.S. foreign policy. This training toolkit aims to increase the Monitoring and Evaluation (M&E) capacity, skills and knowledge of those who plan, implement, and... 2009 English Read More. A Performance Indicator Reference Sheet (PIRS) is required for each performance indicator. In some cases, such as in disaster response areas, USAID may be implementing activities directly and will collect data as a part of that process. A Mission must identify monitoring indicators to monitor the results stated in the Results Framework. Within a USAID Mission, monitoring data can be used to inform portfolio reviews and decisions about possible adaptations to development programming. USAID Monitoring Toolkit (USAID 2017a) for more detail on different types of indicators. Typically, observation happens in-person, but Missions are also finding creative ways to monitor, such as through satellite imaging and live video feeds. Performance monitoring continues throughout strategies, projects, and activities.”. Specifically, where will the data come from, what level of quality are the data expected to be, how will data be gathered and stored to protect integrity, and the privacy of those people from which data were collected? Data sources refer to the origins of the performance and context monitoring data that USAID uses to learn, adapt, and make decisions. Feed the Future (FTF) is the U.S. Government’s inter-agency, multi-year, multi-billion dollar initiative for fighting global hunger and food insecurity across 19 Focus Countries. These plans can clarify expectations on how certain data types will be analyzed, including any specific software that may be necessary. MONITORING, EVALUATION AND LEARNING. A Context Indicator Reference Sheet (CIRS) is recommended for context indicators. The Toolkit is designed to serve as an ongoing resource for USAID staff engaged in performance management roles as they plan for and manage effective performance monitoring and evaluation over the course of the Mission’s strategy. USAID Learning Lab hosts three toolkits to provide USAID staff and implementing partners with a curated set of resources to plan, implement and integrate monitoring, evaluating and CLA practices into their programs. One way USAID staff independently collect data directly is through direct observation and site visits. The United States Agency for International Development (USAID) has a long history of investing in programs that ... larger monitoring, evaluation, and learning (MEL) system. It is important to recognize this dynamic aspect of a PMP; it is not a static document that is ever finalized, rather it is a living resource that evolves in parallel to the Mission’s strategy, projects, and activities. The contents of this document do not n ecessarily reflect the views or policies of USAID. USAID Toolkit For Monitoring and Evaluating Gender-Based Violence Interventions Along the Relief to Development Continuum USAID developed this toolkit to support the implementation of the U.S. Strategy to Prevent and Respond to Gender-based Violence Globally. Toolkit; ... United States Agency for International Development (USAID) Selecting indicators, determining baselines, and setting targets are fundamental aspects of monitoring in the Program Cycle. Through the strategy development process, a Mission creates a Results Framework that depicts the integrated hierarchy or flow of results to be achieved in order to reach stated Development Objectives (DOs). Find out about career opportunities at USAID. Determine the effectiveness of GBV programs by adapting and applying teslited M&E practices and tools to collect GBV data and analyze evidence of GBV results. USAID Learning Lab hosts three toolkits to provide USAID staff and implementing partners with a curated set of resources to plan, implement and integrate monitoring, … Such information includes not only a definition, but clarifies the source of the data, the frequency with which it will be collected, and any necessary disaggregation of data, among other elements. USAID should ensure alignment of monitoring efforts, including sharing information about performance indicators, not only along the levels of the Program Cycle but also between USAID and its implementing partners as well as between implementing partners and their partners or sub-contractors. Data disaggregation is the process by which performance indicator data are separated into their component parts to meet analytical interests of a Country Development Cooperation Strategy’s (CDCS) Results Framework or a project’s or activity’s logic model. Within 90 days of an activity being awarded, the Activity Monitoring, Evaluation, and Learning (MEL) Plan is drafted. Social Impact, Inc. 2300 Clarendon Boulevard Suite 1000 Arlington, VA 22201 Tel: (703) 465-1884 Fax: (703) 465-1888 info@socialimpact.com This Toolkit is prepared as part of a series on USAID Compliance Toolkits by Najwa Andraos, Data analysis plays a very important role in an effective monitoring system. In addition to information on how the Mission will monitor results, PMPs include detailed information on the Mission’s Evaluation Plan and Collaborating, Learning and Adapting (CLA) Plan. The USAID Program Cycle The Program Cycle, codified in the Automated Directive Systems (ADS) 201, is USAID’s operational model for planning, delivering, assessing, and adapting development programming in a given region or country to achieve more effective and sustainable results in order to advance U.S. foreign policy.. It begins with a focus on monitoring within USAID’s Program Cycle but expands to provide more general information and best practices in the field of monitoring. Identifying the appropriate number and combination of monitoring approaches, including indicators, is a critical aspect of developing and maintaining an effective monitoring plan. These approaches are performance monitoring, context monitoring, and complementary monitoring. “Managing for Results at USAID”, presentation prepared by Annette Binnendijk for the Workshop on Performance Management and Evaluation, New York, 5-7 October, 1998. Monitoring is integrated throughout the Program Cycle. Missions and Washington OUs are accountable for assessing progress against their targets. For example, is information coming from focus groups with beneficiary farmers, or is it a nationwide survey of small business owners? Performance monitoring includes monitoring the quantity, quality, and timeliness of activity outputs within the control of USAID or its implementers, as well as the monitoring of project and strategic outcomes that are expected to result from the combination of these outputs and other factors. Use M&E information to realign, adjust, improve and institutionalize GBV programs. Without these final steps of actually using the monitoring information produced to inform USAID programming, the time and resources devoted to collecting data will have been wasted. A toolkit developed and implemented by: Office of Trade and Regulatory Reform Bureau of Economic Growth, Education, and Environment US Agency for International Development (USAID) For more information, please contact Paul Fekete. Purpose of this Toolkit. There are generally three main sources of data USAID relies on: data USAID collects itself, data collected by USAID’s implementing partners, and data collected by third parties such as other donors or host country governments. Performance monitoring is a core element of USAID’s performance management system, which supports the Agency’s accountability, as well as its learning goals. It was prepared through the Transparency, Accountability and Performance Indefinite Quantity Contract (TAP IQC), The Monitoring Toolkit: Curates the latest USAID Program Cycle guidance, tools, and templates for monitoring USAID strategies, projects, and activities. Unlike a Performance Management Plan (PMP) or Project MEL Plan, the Activity MEL Plan is typically written by the implementing partner then reviewed and approved by USAID. Targets should be ambitious but achievable given USAID (and potentially other donor or partner) inputs. Achieving agriculture-led food security through knowledge sharing, USAID's sharing platform for resources on sustainable urban development, USAID's knowledge sharing platform focused on land tenure and property rights, Sharing knowledge and ideas to solve global water and sanitation challenges, A global knowledge portal for climate change & development practitioners, A collaborative learning community of development professionals, USAID's knowledge platform for resilience. Project teams develop Project Monitoring, Evaluation, and Learning (MEL) Plans and CORs/AORs/GATRs in collaboration with implementing partners develop Activity Monitoring, Evaluation, and Learning (MEL) Plans. Host country governments and other donors may have uses for monitoring data, if the data are available to them. For context indicators, the use of baselines and triggers are recommended. Ensuring that USAID is using the highest quality data available for making decisions is of the utmost importance to the Agency. The Activity MEL Plan should also include information on the activity’s Evaluation Plan and Learning Plan. For example, choosing an appropriate number of indicators that are well-defined and accurately monitor results can increase data quality used for reporting and decision-making. If you want to make sure that your programs are coordinated with others, grounded in a strong Monitoring, Evaluation (M&E) base, and iteratively adapted to remain relevant throughout implementation, you might be interested to learn more about the USAID ’s Collaborating, Learning, and Adapting (CLA) TOOLKIT, - a set of practices that help you plan and implement Program Cycle activities more … Is a resource for USAID staff members and external partners who manage or implement USAID efforts. Direct Links. ADS 201 defines performance monitoring as “the ongoing and systematic collection of performance indicator data and other quantitative or qualitative information to reveal whether implementation is on track and whether expected results are being achieved. ADS defines context monitoring as, “the systematic collection of information about conditions and external factors relevant to the implementation and performance of a Mission or Washington OU’s strategy, projects, and activities. The Monitoring and Evaluation Capacity Assessment Toolkit (MECAT) was the result of an effort by MEASURE Evaluation PIMA —funded by the United States Agency for International Development (USAID)—to develop and pilot a resource for local use in Kenya. Specific sections include: On each page of the Monitoring Toolkit, the sections are listed across the top of the page. Data storage and security standards are governed by a combination of programmatic needs, USAID policy, U.S. Government (USG) policy, and independent institutions such as the Institutional Review Board (IRB). Due to the importance of these data, there are some things Missions or Washington Operating Units (OUs) should consider for all data being collected through monitoring efforts. This includes information about local conditions that may directly affect implementation and performance (such as non-USAID projects operating within the same sector as USAID projects) or external factors that may indirectly affect implementation and performance (such as macro-economic, social, or political conditions). USAID may also organize evidence summits or other learning activities which could be considered sources of monitoring data. ADS 201.3.5.7 defines baselines and targets as follows: Baselines: The value of an indicator before major implementation actions of USAID-supported strategies, projects, or activities. This Toolkit was developed by the Office of Learning, Evaluation, and Research in USAID’s Bureau for Policy, Planning, and Learning (PPL/LER). Where applicable, links to additional resources are also provided. The Program Cycle is USAID’s operational model for planning, implementing, assessing, and adapting development programming in a given region or country. It is encouraged for Project and Activity MEL Plans to include data analysis plans. Positive Youth Development Measurement Toolkit TOOLKIT OVERVIEW. This toolkit is a resource for development practitioners to assess the effectiveness of various CCA interventions. USAID Learning Lab hosts three toolkits to provide USAID staff and implementing partners with a curated set of resources to plan, implement and integrate monitoring, evaluating and CLA practices into their programs. A PMP is created within three months of a Country Development Cooperation Strategy (CDCS) being approved and should be reviewed and updated regularly to make sure it accurately reflects what is happening in the Mission. The toolkit is designed to help users to: Building on USAIDâs standard M&E guidance as well as promising global practices, the toolkit offers a framework defined by guiding principles for the M&E of GBV along the RDC, and core approaches and steps for conducting the M&E of GBV programs. USAID Evaluation Toolkit Guidance, Tools, & Resources for Planning, Managing, & Learning from Evaluations The Evaluation Toolkit curates the latest USAID guidance, tools, and templates for initiating, planning, managing, and learning from evaluations primarily for USAID staff members who are involved in any phase of the evaluation process. Once a Mission or Washington Operating Unit (OU) has identified an appropriate number of performance and context indicators that meet their information needs, it is time to develop reference information for the indicators, done through indicator reference sheets. This toolkit builds upon both USAID’s standard M&E guidance and good practices. The Evaluation Toolkit: Curates the latest USAID guidance, tools, and templates for initiating, planning, managing, and learning from evaluations primarily for USAID staff members who are involved in any phase of the evaluation process. It is the CORs/AORs responsibility to review, collaborate on any necessary changes, and finally approve the plan. Varallyay of ICF International developed the original version, called the Rapid-Monitoring of AIDS Referral Systems (R-MARS) Toolkit, which was piloted in Kenya and Thailand. Complements USAID’s Program Cycle Operational Policy (codified in ADS 201) and is regularly updated to make sure content is current and consistent with policy requirements. After approval, the Activity MEL Plan should evolve and adapt alongside the activity work plan, being updated at regular intervals based on what has been learned to date. The toolkit is organized to inform users how to monitor development interventions. PIRS and CIRS should be accessible to all parties collecting, analyzing, or using indicator data. As Activity MEL Plans are used by USAID’s partners to guide efforts and by USAID to manage the activity, it is important that these plans clearly detail how the partner will monitor performance as well as programmatic and operational context. In order for monitoring data and information to be fully utilized, they should be shared with those who may use them. Following approval of a CDCS, a Performance Management Plan (PMP) is written to accompany the strategy and includes information about what will be monitored. Beyond including a Performance Indicator Reference Sheet (PIRS) for each performance indicator, the plan should identify how data will be collected and stored and how data quality will be ensured, among other important topics. Data storage and security systems can range from simple hard copy files locked in file cabinets, to a password protected spreadsheet, to a sophisticated cloud based management system with role based access controls. Beyond just identifying approaches, detailed information should be provided defining each approach, how and when information should be collected for it, what should be collected, and who is responsible for it. USAID is just beginning to fill out the outline of its new Monitoring Toolkit, including both guidance and templates. Note: Some resources and additional links are available only to USAID staff. A toolkit developed and implemented by: Office of Trade and Regulatory Reform Bureau of Economic Growth, Education, and Environment US Agency for International Development (USAID) For more information, please contact Paul Fekete. The information provided on this website is not official U.S. government information and does not represent the views or positions of the U.S. Agency for International Development or the U.S. Government. Disaggregated data improve understanding of the progress toward achievements that an indicator captures, by providing details of the experiences of subsets of beneficiaries or processes monitored by that indicator. This Toolkit draws on information from interviews with USAID, the DFC, nongovernmental organizations, impact investors, banks, and the broader private sector conducted from June through August 2020, as well as a desk review of online secondary sources, including reports, government agency and project websites, and analyses from investment banks, donors, and companies involved … This toolkit was prepared by Initiatives Inc. and University Research Co., LLC (URC) for review by the United States Agency for International Development (USAID) and was authored by Lauren Crigler (Initiatives Inc.), Kathleen Hill (URC), Rebecca Furth (Initiatives … To the extent that a Mission or Washington OU’s strategy, project, or activity is aligned with a given initiative or policy, the Mission or Washington OU should be sure to incorporate all relevant indicators and guidance throughout their Program Cycle processes. Additional Resources: The annexes offer an array of M&E resources that can be applied to GBV programs, such as a data collection tool, a logical framework matrix, and illustrative indicators for GBV programming with performance reference sheets. Proper data storage and security are critical to protecting data integrity, optimizing data usability, and safeguarding potentially sensitive or personally identifiable information. Partners may also be asked to report to USAID through formal management information systems. Often this may be discussed during strategy or project design stages, though some uses may not become clear until later in the Program Cycle. For any data that are reported externally by the Mission, Data Quality Assessments (DQAs) must be conducted (see the Monitoring Toolkit page on data quality). The Positive Youth Development Measurement Toolkit, developed by YouthPower Learning, provides guidance and resources for implementers of youth programming in LMICs to integrate PYD principles in their monitoring and evaluation (M&E) systems and effectively measure PYD outputs and outcomes … In 2017, USAID introduced a Monitoring Toolkit which complements and updates its Performance Management Plan Toolkit, on which much of this section is based. Targets: Specific, planned level of result to be achieved within a specific timeframe with a given level of resources. For guidance on USAID’s open data policy, USAID staff and partners should refer to ADS 579. Curates the latest USAID Program Cycle guidance, tools, and templates for monitoring USAID strategies, projects, and activities. The Program Cycle is how policy gets translated into action and how USAID supports countries on their Journey to Self-Reliance. U.S. Agency for International Development, Gender-Based Violence Prevention and Response, U.S. Strategy to Prevent and Respond to Gender-based Violence Globally. Ensure careful monitoring and evaluation of efforts to reach children with disabilities and improve their education outcomes through USAID programming, USAID education staff and partners can contribute to the evidence base for disability inclusive education. USAID uses existing monitoring information to inform Country Development Cooperation Strategies (CDCSs). This is also an opportunity to ensure a consistent data analysis approach across a project or among multiple partners. Indicator data that are disaggregated by relevant subgroups can provide richer information, often allowing for greater insight and a fuller understanding as to whether an activity, project, or Mission is progressing toward stated objectives. USAID developed this toolkit to support the implementation of the U.S. Strategy to Prevent and Respond to Gender-based Violence Globally. The toolkit identifies opportunities for doing monitoring and evaluation (M&E) along the RDC and gives advice on how to address constraints and challenges relating to each phase. Typically these component parts, or subgroups, reflect demographic characteristics. Ideally, the potential use(s) of monitoring data will have been thought of well in advance of actual use to guarantee that the appropriate data have been collected and analyzed in time for its ultimate use. A COMPLETE TOOLKIT FOR IMPROVING ACTION ND ACCOUNTABILITY USAID’s resources for measuring efforts to combat wildlife crime include three related companion pieces. To effectively gauge changes in aspects of performance that Missions or Washington Operating Units (OUs) are monitoring, USAID requires the use of baselines and targets. For additional guidance about USAID’s Privacy Policy, see ADS 508. Prior to utilizing monitoring data, USAID staff should consider what information will be relevant and ensure that it is ready in time for that use. “WFP Principles and Methods of Monitoring and Evaluation”, Executive Board Annual Session, Rome, 22-26 May, 2000. Additional Help: Staff Roles and Responsibilities for Monitoring, Evaluation, and Learning, How-To Note: Prepare and Maintain a Performance Management Plan (PMP), Performance Management Plan (PMP) Task Schedule Guidance and Template, Template: Performance Indicator Summary Table, Recommended Performance Indicator Reference Sheet, Drafting a Collaborating, Learning, and Adapting (CLA) Plan and CLA Plan Template, Multi-Year PMP Evaluation Plan Guidance and Templates, Additional Help: Activity Monitoring, Evaluation, and Learning Plan Template, Monitoring & Evaluation for a G2G Agreement, Third-Party Monitoring in Non-Permissive Environments, Webinar: How to Monitor Performance Based on a Theory of Change, Monitoring Organizational Capacity Development Efforts, Complexity-Aware Monitoring Discussion Note (Brief), Context Indicator Reference Sheet (CIRS) Guidance and Template, Additional Help: Disaggregating Monitoring Data, Monitoring Data Disaggregation by Geographic Location, Standard Foreign Assistance Indicators and USAID Performance Indicator Reference Sheet (PIRS) Cross Walk, How-To Note: Gender Integration in Performance Plans and Reports (PPRs), How-To Note: Conduct a Data Quality Assessment (DQA), How-To Note: Planning and Conducting Site Visits, Data Collection Methods and Tools for Performance Monitoring, Data Security Guidance: Protecting Beneficiaries, How-To Note: Strategy-Level Portfolio Review. If data are from third-party sources such as a government ministry or international organization, the source of that data should be accompanied by descriptive information on where and how the data can be accessed in the future, such as a link to a website where the data are available. Whether you are designing an agriculture project, writing an agriculture proposal, implementing agriculture activities on the ground, or monitoring and evaluating results. Monitoring and evaluation (M&E) are key aspects of any project and together they serve to support informed decisions, the best use of resources, and an objective assessment of the extent to which an organization’s activities have led to a desired result. The Performance Management Plan (PMP) is a Mission-wide planning and management tool for monitoring, evaluating, and learning related to the implementation of the CDCS. 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