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Monitoring and Evaluation Strategy

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TERMS AND CONCEPTS

MONITORING

continuous process of data collection and analysis to check whether a project is running according to plan and to make adjustments if required

systematic process of collecting and analyzing information about activities and results of a project in order to determine the project’s relevance and/or to make decisions to improve the efficiency and effectiveness of a project

EVALUATION

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TERMS AND CONCEPTS

Monitoring	Evaluation
Systematic observation and documentation of information on the implementation of plan; Continuous tracking/measurement of progress and performance against what was planned (time, outputs, resource use, cost);	In-depth analysis and comparison of planned versus actual achievements; Systematic measurement of performance at the level of development goals and objectives Systematic analysis of the relevance, efficiency, effectiveness, benefits, impact and sustainability of the plan

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TERMS AND CONCEPTS

Monitoring	Evaluation
Programs, projects and activities	Overall relevance, impact and sustainability
Tracks progress (or lack thereof) of plan implementation and determines whether priority programs and projects outlined in the plan are actually implemented; Ensures that programs and projects are implemented and managed efficiently and effectively; Identifies problems in plan implementation in its early stage and allows decision and policy makers to address the problems or make appropriate adjustments; Alerts managers to problems and provides options for corrective actions; Provides recommendations for remedial actions.	Generates information and provides lessons that would guide the LGU in updating the Local Development Plan; Ensures informed decision-making Identifies the extent to which the objectives of the Local Development Plan are achieved or whether the Local Development Plan addresses effectively the needs of the citizens; Ensures that resources are strategically managed and put to the best possible use.

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TERMS AND CONCEPTS

PLAN MONITORING AND EVALUATION

1

effects of the utilization of the outputs produced (project outcomes)

2

contribution of the outputs to the realization of development goals (project impacts)

3

determination of impacts of public sector planning interventions (programs, projects, services and regulatory measures); and impacts of private sector investments on the local area and population

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IMPORTANCE OF M&E

Cyclical Planning Process

Link between one planning cycle to the next

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IMPORTANCE OF M&E

Long-term Planning

New characterization of the current reality
Change in vision-reality gap
New sectoral goals, objectives and targets to recalibrate the indicators originally formulated which are not yet fully attained
Variance in the direction, intensity or size of the built environment from the chosen spatial form

CLUP PROCESS

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IMPORTANCE OF M&E

Sectoral Planning Process

determine the changes in the current reality after a lapse of time so as to make new estimate of the vision – reality gap and thereby formulate new sectoral goals, objectives and targets, identify new programs, projects or activities, etc.

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IMPORTANCE OF M&E

Social Sector

Demographic composition, growth behavior and spatial distribution of the area’s population
Changes in the level of welfare of individuals and households;
Changes in the availability of and access to basic social goods and services; and
Advances made by society in the promotion of equity and social justice.

Economic Sector

General individual income levels and average household incomes;
Conditions in employment, unemployment and underemployment;
Level of self – sufficiency in the different food commodities; and
If possible, measurement of capital inflows (difference between inflows and outflows) into the area and the manner this capital is circulated in the local economy

Environment Sector

Stock and quality of various natural resources as a result of domestic utilization and economic extraction;
Size, direction and intensity of the built environment and corresponding conversion of agricultural, forest or wetlands;
Degree of success in the preservation of protected areas;
Sustainability through judicious consumption and avoidance of waste of water supply;
Overall quality of the environment resulting from waste management systems and nuisance abatement mechanisms that had been put in place during the last decade; and
Degree of success in the enforcement of national laws and local ordinances on the environment and natural resources.

Infrastructure Sector

Adequacy of social and physical capital build up to under gird economic prosperity, public health, safety, comfort and convenience;
Appropriateness of infrastructure to support the realization of the chosen spatial strategy;
Status in the backlogs in the provision of basic social services;
Changes in the quality of services and facilities resulting in changes in the general welfare of the residents;
Changes in the level of vulnerability of the residents as a result of facilities to reduce environmental risks and disasters; and
Changes in the environmental quality owing to the integrity of the protective structures and civil works

Institutional Sector

Institutionalization of local structures and processes for planning, program and project development and management, and monitoring and evaluation of the outputs, outcomes andimpacts of plans, programs, services, regulatory measures and other forms of public intervention;
Efficiency and effectiveness with which the local government bureaucracy utilizes resources to deliver services demanded by its various publics;
Changes towards ensuring participation in governance processes, transparency in LGU transactions and accountability of public officers; and
Indication of responsiveness of successive administrators to the needs of their constituents as can be inferred from the accumulated legislative output during the last decade.

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IMPORTANCE OF M&E

Annual Investment Programming

In making up the priority list in any successor AIP, it measures not only the LGU’s financial performance in implementing the programs, projects and services but also provides feedback information regarding the effects of the previous year’s programs and projects.

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IMPORTANCE OF M&E

Budget Cycle

Measures financial performance

efficiency in utilization of inputs to realize outputs

effectiveness of outputs in realizing desired outcomes

extent to which public expenditure contributed to the attainment of broader social and economic goals

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Stakeholders’ Role in M&E

Stakeholder	Role
Local Development Council	coordinate, monitor, evaluate the implementation of development programs and projects (Section 109, LGC)
Sectoral and Functional Committees of the LDC	provide the LDC with data and information essential to the formulation of plans, projects and activities (Rule Xxiii, Art. 182, (g) (3) vi, IRR of RA 7160)
Local Planning and Development Coordinator/Office	monitor and evaluate the implementation of the different programs, projects and activities in the local government unit concerned in accordance with the approved development plan (Sec. 476 (b) (4), RA 7160)
Project Monitoring Committee	monitor government projects funded from foreign and national funds including development projects funded from the IRA and projects funded from locally-generated resources (EO 93, 1993)
local constituents	CSO/private sector representative in the monitoring team regular feedback mechanisms

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Period for Conducting M&E

Following last election to influence the successor LDIP

Annually to make necessary adjustments in the LDIP

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Tools for M&E

Annual Accomplishment Report

Community-based Monitoring System

SGLG

M&E Strategy Template

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CY __________ ANNUAL/END-OF-TERM ACCOMPLISHMENT REPORT Province/City/Municipality of ______________________________________
Programs and Projects per Sector	Output Indicators	Target	Accomplishment	Beneficiary Sector	Area Covered	Estimated Project Cost (Php)	Actual Disbursement
Social Sector
Nutri-Health Program	Number of barangays covered by micro-nutrient supplementation Number of barangays covered by nutrition education	All barangays All barangays	50% of barangays 20% of barangays	Women and Children Women and children	50 % of barangays 50 % of barangays	2 Million 1.2 Million
Water Supply Project	% of total number households covered	5% of all households	10% of all households	Urban Poor	Barangay Poblacion	5 Million
2. Economic Sector

CDP Preparation Template Form 6.a. Annual Accomplishment Report

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M&E Strategy Template

Key Elements

Clear and expected results (goals, objectives, outputs)
Explicit targets per result
Indicators to measure progress towards results
Data source to assess performance
Collection methods
Frequency at which measurements will be made
Roles and responsibilities

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CDP Preparation Template Form 6.b. Monitoring & Evaluation Strategy Template
SECTORAL GOALS (RESULTS)	(PERFORMANCE INDICATORS) * may be sourced from RAPIDS	SUCCESS INDICATORS (TARGETS FOR INDICATORS)	DATA SOURCE TO ASSESS PERFORMANCE (Individual beneficiaries, groups of beneficiaries, organizations, partners, documents, etc)	COLLECTION METHODS	FREQUENCY	RESPONSIBILITY CENTER
Reduce infant mortality (MDG no. 4)	Mortality Rate of children aged 1-5 (LGPMS outcome indicator)	Reduce children under-five mortality rate by two-thirds by 2015 (MDG Target no. 4)	LGU Health Office	Document review	Every three years and at the end of nine years	Monitoring Team

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Thank you for your attention.