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Introduction to gender responsive monitoring, learning and evaluation

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Session Learning Objective

Session learning objectives:

  • Acquire basic understanding of Gender-Responsive MLE
  • Acquire skills to develop indicators and basic M&E Plans for projects

Contributing to the following GREAT Course learning objectives:

  • Able to conceptualize, design and plan appropriate gender-responsive research.

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Session Overview

  1. Introduction:
    • Meaning of Monitoring, Learning & Evaluation
  2. Project design and MLE
  3. Gender responsive MLE
  4. Indicators for MLE
  5. Gender responsive indicators in MLE
  6. Hands on Gender responsive MLE Plan

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1. Introduction

Monitoring:

Continuous systematic process of gathering, recording, occasional analysis, & reporting of information related to project implementation in order to provide early indications of progress, or lack thereof, in achievement of results

Example - Thread tied around children’s waist, wrists and ankles

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Introduction… cont’d

Evaluation:

Selective exercise that attempts to systematically and objectively assess progress towards, & achievement of an objective

Comprehensive description & analysis of the outputs and outcomes of project/programme with the aim to:

    • identifying factors driving or constraining achievement of outputs and outcomes
    • tracing contribution of outputs and outcomes to attainment of higher objective(s)
    • knowing what changes have taken place, & how change unfolded

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Introduction… cont’d

“Learning” in development:

  • The systematic process of studying, understanding, internalising and using knowledge gained by formal M&E activities and other ad hoc or informal processes
  • is the modification of a behavioral tendency by experience (Merriam-Webster)

Learning should be continuous

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Why we do MLE

The Power of Measuring Results

  • If you do not measure results, you cannot tell success from failure
  • If you can not see success, you cannot reward it
  • If you cannot reward success, you are probably rewarding failure
  • If you cannot see success, you cannot learn from it
  • If you cannot recognize failure, you cannot correct it
  • If you can demonstrate results, you can win support

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Why we do MLE…. Cont’d

  • Upward accountability and reporting
  • Performance management and mid-course corrections - early warning system
  • Learning
  • Show case results: evidence based advocacy & communicate to stakeholders
  • Planning future interventions

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2. Project design and MLE

Effective MLE begins at program/project design

    • Project results/outcomes should be clearly defined in initial project documents.
    • Developing your project Theory of change - lets you be clear about what impact you aim to achieve and how you will achieve it.
    • Clarity on the outcomes & expected change process is the foundation for meaningful MLE

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What is a THEORY OF CHANGE?

A Theory of Change (TOC) Specifies:

The ways in which all of the required early and intermediate outcomes related to achieving a desired long-term change (=Impact) will be brought about and documented as they occur

The assumptions about the process through which change will occur (Anderson 2006).

The desired change for who?

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Why Theory of Change?

Helps to think critically about the desired societal change

Illustrates how the complex process of change will unfold over time

Helps / forces projects to explain Output to Outcome to Impact logic.

External communication

Learning: Which parts of the TOC are working or not working

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Capturing the cyclic nature of development

Theory of Change

Use a diagram that depicts the Big picture/different possible pathways

Logical Framework

Pathways that your program deals with and implementation of work required

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TOC

Increased incomes for men & women SHF

Long-term GOAL: Improved food security for SHF in Eastern Uganda

Increased HH food availability and consumption for men, women & children

Increased ability of men & women SHF to access food from the market

Increased access to own produced food

Increased SHF knowledge & skills on pdn & utilization of

iron rich bean

Increased production of iron rich bean varieties by men & women SHF

Field tested iron rich bean production technologies suited to needs of men & women SHF indentified

Men & women farmers imparted with knowledge on iron rich bean prdn technologies

Increased adoption of iron rich bean varieties & practices

Breeding for traits suited to men & women

Factors influencing men & women farmer adoption of iron rich bean production technologies established

Increased access to information materials on iron rich bean production

Increased marketable surplus

SPHERE OF CONTROL

SPHERE OF INFLUENCE

SPHERE OF INTEREST

on farm trials for evaluation of iron rich beans prdn technologies established

NGOs & private sector scale out the technologies

Women influence HH decisions on pdn, marketing & use of beans

SHF have Sustainable access to seed

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Steps in Developing the TOC

  1. Identify the core problem- Situation & causal analysis:
    • Gender disaggregated problem analysis
  2. Define the desired change (the long-term goal)
  3. Identify the stakeholders/actors- Stakeholder analysis
  4. Identify the outcomes/changes that must happen to realize the desired change
  5. Define the interventions and outputs
  6. Develop pathways of change that make explicit your assumptions about how change happens

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Project Team Based Exercise

  1. Based on the context you formulated for your case study research, state the long term goal for your research project (5 minutes)
  2. Based on the long term goal for your research project, map out/develop the TOC for your project case study (45 minutes)
    1. What are the outcomes/chaanges that need to be achieved (you can organise these into various layers)?
    2. What are the interventions and outputs?
    3. What are the pathways that link the interventions, outputs and outcomes to each other?
  3. Feed back, and clarifications (10 minutes)

Total Time: 1 hour

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Theory of Change

What did you learn from this exercises?

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3. Gender Responsive MLE

  • Measure gender related changes overtime,
  • Track what has changed with regards to men’s & women’s
    • Participation : Reach
    • Livelihood outcomes: Benefit
    • Gender relations; decision making, access to & control of resources, products & income: Empowerment.
  • A gender-responsive MLE system should correct a gender blind project design

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Gender Responsive MLE

Interventions/initiatives/technologies are not gender neutral

      • An agricultural innovation can worsen problems of women or men i.e. time & income poverty
      • Cooking time in beans,
      • Hardness of shell in groundnuts

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Gender Responsive MLE

Key questions when conducting GR MLE

    • Who is participating in project activities?
    • What has changed in gender roles and relations?
    • How will/has the project impacted on men and women’s ability to act and realise their aspirations?
    • What is the effect of the intervention on men’s & women’s access to & control of resources, income?
    • What are the institutional, economic, & social factors that underlie, support, or influence observed differences?

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Indicators for MLE

Setting the foundation

    • After defining the expected impacts, outcomes & outputs, how do we know whether we are achieving them?
    • We need a “measuring stick” = indicator

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Indicators in MLE

Quantitative indicators;

    • provide measurements of cold hard facts, percentages, and numbers. Eg
    • Number of farmers participating in PVS trials
    • Proportion of on-farm trials hosted by women

Qualitative indicators;

    • measure the quality of change. Capture opinions, attitudes, feelings, judgments/ perceptions, views of people, and quality of their experiences e.g
    • Men’s and women’s satisfaction with participation in PVS
    • Improvement in men and women SHF’s understanding of the nutritional & economic benefits of iron rich beans

rse

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An indicator is a pointer that helps to measure/signify changes in a specific situation or condition or progress towards particular objectives over time (CIDA, 1997)

A gender-responsive indicator measures gender-related changes over time

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Types of Indicators�

Process/Activity indicators

Measures delivery of activities and demonstrates being on track with what was planned (e.g # of men and women farmers trained on iron rich bean production technologies & hosting trials)

Output indicators

Measures direct results of project activities & shows the intended effect (e.g. # of men and women reporting increased knowledge on iron rich bean production technologies)

Outcome indicators

Measures the medium to longer-term results, provides evidence that it will have a lasting effect (e.g. increase in # of women adopting iron rich bean varieties and associated production practices)

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Group exercise (10 minutes)

Fill in the table on indicators below

Indicator

Is it gender responsive (Yes/No)

Is it Process, Output or Outcome?

Number of farmers participating in farmer field days

Proportion of on-farm trials hosted by women

% of men and women SHF using iron rich bean varieties and production technologies

Number of farmers of which 30% are women, who are knowledgeable about iron rich bean management practices

Increase in women dietary diversity score

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GR indicators in MLE

  • Tracking indicators requires detailed indicator definitions = Indicator reference sheets
  • Developing MLE plan helps to clarify the information to track so as to measure the indicator

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6. Designing GR MLE plan

The Monitoring plan

Must describe what is to be monitored, who will do what, when and how

Helps structure the answers to these questions

GR MLE plan requires that data be disaggregated by sex as well as other relevant socio-economic criteria

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Designing GR MLE plan

Project: Iron rich bean production in Hoima

Expected output: Men & women SHF knowledge & skills on iron rich bean production technologies strengthened

Indicator 1, Quantitative: # of SHF of which 30% are women who understand at least 3 recommended iron rich bean production technologies

Indicator 2, Qualitative: Change in men and women’s knowledge and attitudes on iron rich bean production technologies

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Designing GR MLE plan

Monitoring Plan

Expected outcome/ output

Indicator

Key info. to measure

Baseline Data

Source of data

Method of Data Collection

People/ Institution responsible for collection

Frequency

How information is shared

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Designing GR MLE plan

Employ gender analysis at baseline: data should be disaggregated by sex, and other key criteria

Plan, budget & identify all resources and inputs required for collection and analysis of sex disaggregated data

Sampling strategy

disaggregation of the various stakeholder groups

data collection activities targeting those who are most informed/concerned about the subject

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4. Designing GR MLE plan

Consider and address barriers to participation in data collection processes (notably in group discussions)

Are there social factors that constrain participation of individuals or groups in research?

Will women’s limited mobility outside of the household restrict their participation in focus groups?

Engage mixed teams –women are often under-represented in interview teams which may prevent some interviewees from freely expressing themselves

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Designing GR MLE plan

Employ Mixed Methods - appropriate mix of Qual & Quant methods to gather and analyse disaggregated data of various stakeholder groups determine the effects of the intervention

Continuously track, analyse, and report results of the project interventions on both men and women, not just women (tendency to focus reporting on women)

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Designing GR MLE plan

Risks and Assumptions

Vital to carefully monitor risks and assumptions and use the information to modify the project

What may hinder men or women from benefiting from the project?

Could unintended negative results occur due to project implementation that should be given special consideration?

What important external factors are necessary for ensuring continued involvement of men and women participants in the project?

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Practicum

Project team based exercise

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Designing GR MLE plan

  1. Develop two gender indicators (one quantitative, one qualitative) for one outcome and one output you identified for your project (20 min)
  2. Specify the information you have to collect/measure so as to track the indicator, the data sources and method for data collection (20 min)

Expected outcome/output

Indicator

Key information to measure

Source of data

Method of Data Collection

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Developing GR indicators

What did you learn from this exercises?

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Conclusion

When selecting indicators

  • Do not select too many indicators
  • Do not select indicators for which data is not available or are impractical to collect
  • Test selected indicators to ensure fit, relevance & practicality
  • Select indicators that are most relevant to results being monitored
  • Where not feasible to get direct measure of the desired change, a ‘proxy indicator’ may be used

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Thank you!

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Citations

Indicators A working aid http://www.managingforimpact.org/sites/default/files/resource/indicators_-_a_working_aid.pdf,

Oxfam, 2014; A review of approaches and methods to measure economic empowerment of women and girls,

Adrea Anderson 2006; The Community Builder’s Approach to Theory of Change. A practical guide to theory development. www.theoryofchange.org. The Aspen Institute Round Table on Community Change

Kusters, C.S.L. and Batjes, K. with Wigboldus, S., Brouwers, J. and Baguma, S.D. (2017). Managing for Sustainable Development Impact: an Integrated Approach to Planning, Monitoring and Evaluation. Wageningen Centre for Development Innovation, Wageningen University & Research, and Rugby, UK: Practical Action Publishing http://www.managingforimpact.org/tool/theory-change

Hillenbrand E, Karim N, Mohanraj P and Wu D. 2015. Measuring gender transformative change: A review of literature and promising practices. CARE USA. Working Paper. https://www.care.org/wp-content/uploads/2020/05/working_paper_aas_gt_change_measurement_fa_lowres.pdf

BRIDGE Development – Gender, 2007, Gender Indicators: What, Why and How? http://www.oecd.org/dac/gender-development/43041409.pdf

Oxfam, 2014; Quick Guide to Gender Sensitive Indicators; https://www.fsnnetwork.org/sites/default/files/ml-quick-guide-to-gender-indicators-300114-en.pdf

FAO 2014; Learning Module 2: FAO Approaches to Capacity Development in Programming: Processes and tools

SIDA 2013 Gender Aware Approaches in Agricultural Programmes – International Literature Review, UTV Working Paper 2010:3,

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Citations

World Bank, June 2005 Gender Issues in Monitoring and Evaluation in Rural Development: A Tool Kit

ALINe and Social Development Direct IDRC Module Template – Embedding Gender in Monitoring, Evaluation and Learning Frameworks,

Khalid Nabris December 2002: Monitoring and Evaluation Based on A PASSIA Training Course

World Bank Report 2004, Monitoring & Evaluation: Some Tools, Methods and Approaches–

Swiss Agency for Development and Co-operation, OECD, 2012 Monitoring and evaluating empowerment processes,

United Nations Foundation, Exxon Mobil, June 2015; Monitoring and Evaluation Guidelines for Women’s Economic Empowerment Programs,

ODI and SDD March 2014, Review of evaluation approaches and methods used by interventions on women and girls’ economic empowerment,

Standards for Collecting Sex-Disaggregated Data for Gender Analysis: A guide for CGIAR researchers, CGIAR, 2011

The South African Management Development Institute (SAMADI): Monitoring and Evaluation Orientation Course Manual

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