Monitoring and Evaluation (M & E) Tools 2020 🧰

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* Monitoring and Evaluation * Logic Model * Theory of Change * Monitoring and Evaluation Indicators * Data Collection * Impact Survey * Mobile Data Collection * Impact Reporting

#monitoringandevaluation #monitoring #evaluation

Does your monitoring and evaluation work for you? 2020 Beyond we must look at monitoring and evaluation as Monitoring evaluation and learning. Are you using mobile data collection tools for your monitoring and evaluation? Monitoring and evaluation tools or M & E tools is a combination of data collection and analysis (monitoring) and assessing to what extent a program or intervention has, or has not, met its objectives (evaluation). Start the impact reporting process through a better monitoring and evaluation tool.

This video is designed for :

* Monitoring and Evaluation of NGO
* Monitoring and Evaluation of Nonprofits
* Monitoring and Evaluation of Social Businesses
* Monitoring and Evaluation of Social Enterprise
* Monitoring and Evaluation Tools or M & E Tools
* Monitoring and Evaluation System
* Monitoring and Evaluation Plan
* Impact Measurement for Social Purpose Organizations

For example, an NGO or international development organizations delivering training for school teachers might track monthly the number of sites visited, training delivered, the number of teachers trained, etc.

Today, we’re diving into the biggest challenges of collecting data, impact learning and impact reports. Our goal is to turn this challenge into the most important opportunity that most organizations ignore – raising grants or impact capital.

While many nonprofits and social enterprises collect data, most of it isn’t utilized, let alone actionable. A well-designed data strategy can yield good accountability making it easier for continuous learning, improvement, and reporting specific to each funder.
Keep in mind – Most monitoring and evaluation systems or M & E systems fail to provide scalable solutions to aggregate results on a regular basis. If monitoring and evaluation tools may require significant customization.

Data collection does not keep up with the funder reporting requirements: Mission-driven organizations often grow data collection and reporting organically as their programs and funders align with each of the programs. In most organizations, data collection reporting also evolves in ad hoc fashion, difficult to streamline funder specific reporting. Hence, most of them export data on excel of google sheet, clean up data and prepare for reporting. However, there are many challenges with this approach
Lack of consistency in reporting.
Data collection is inconsistent and not aligned to funders
Data aggregation for reporting is time-consuming

Data collection and aggregation = time consuming: As an organization adds new programs, their reporting system becomes challenging and isolated. For example, for homelessness a government funder may insist on using the HMIS system, social services organizations may use case management systems, customize Salesforce-based program management or Effort To Outcome system. While these systems might manage program data, often their reporting tends to fairly limited and often does not align well with funders reporting requirements. Hence, an organization that often hire monitoring and evaluation analyst who often export data from different systems, and manually cleanse data with complex, tedious, and often error-prone spreadsheet lacking good insight for continuous learning and improvement.

Online Survey or Mobile Data Collection tools lack 360 views of Program Results While there are hundreds of online and offline data collection tools their built-in data analytics give a summary at the question or field level, often lacking important analysis required to compare multiple variations such as villages, racial, gender, performance over a period of time.

#monitoringandevaluation #socent #mobiledatacollection #socialimpact #impactmeasurement

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10 Comments
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      SoPact
      May 06, 2022 17:39 pm Reply

      Is your monitoring and evaluation system working for you? Are you able to provide impact reports or grant reports to funders on time? Do you have data sitting in many systems that take a long time to build impact reports? Most monitoring and evaluation systems fail to provide scalable solutions to aggregate results on a regular basis. If they do it may require significant customizations or manual data aggregation.
      Learn more details at: https://www.sopact.com/impact-data-measurement

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      Rae Hughes
      May 06, 2022 17:39 pm Reply

      Thx u

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      fahad nazir
      May 06, 2022 17:39 pm Reply

      I am from malaysia I have taken political asylum here(unhcr malaysia)Not allowed to work here Worried here for five years
      And seeing all this, I have decided I want to work in an NGO I want to do something in my life Any good work.This is a new platform for me God loves those who do good I need the support of good people So that I too can do something in my life
      God bless you so much

    • blank
      smallypuppy22
      May 06, 2022 17:39 pm Reply

      Didn't know salesforce could be used for m&e

    • blank
      victoria yagoub
      May 06, 2022 17:39 pm Reply

      Which is the best software system i can use in monitoring and evaluation ?

    • blank
      Malau Sejelampeng
      May 06, 2022 17:39 pm Reply

      My organization still uses paper based monitoring system where we collect data using hard copy paper and use Microsoft excel to capture data.

    • blank
      Ali Ennakoua
      May 06, 2022 17:39 pm Reply

      The only challenge I am facing is the stupid GDPR

    • blank
      Thon Samuel
      May 06, 2022 17:39 pm Reply

      Thanks you for connecting very useful presentation

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      Haleem Ahmad
      May 06, 2022 17:39 pm Reply

      Very informative video. Usually we have to face such issues as you described here for donor reporting. Hopefully now we will shift our data from spread sheets to impact sheets as you discussed. Thanks for this video

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      SoPact
      May 06, 2022 17:39 pm Reply

      Benefits of Monitoring and Evaluation
      Monitoring and Evaluation implementation, when done effectively, reaps benefits for stakeholders up and down the spectrum of activities carried about by an organization. In general, it provides guidance for strategic decision-making both during and after program execution.

      Benefits for different stakeholders including:

      Beneficiaries
      Follow-up processes (data collection) can be a sign to them that the organization actually cares about results, and making outcomes better

      Data can be used to improve the efficiency of implementation as well as implementation design (to improve outcomes for beneficiaries)

      Employees
      M&E can generate more buy-in and trust in the organization's commitment to the mission if there is a clear effort to not only assess progress but use that assessment to get better at delivering impact

      For employees in contact with beneficiaries (e.g. "on the ground") conducting evaluation, assessment can also generate more trust between those employees and the beneficiary community.

      New, often unforeseen, insights can emerge, helping employees discover new, more effective ways to deliver programs and create impact

      Executive management
      Determining changes to strategic direction becomes much more data-driven with the ongoing data and analyses from M&E processes. Adaption ideally becomes more agile.

      With relevant and comprehensive data (both process-related and impact-related) executives can build much more persuasive arguments.

      Funders
      Money for impact flows to where the data is and good M&E implementation can open up that flow because it breeds impact credibility and of course a more transparent understanding of how much impact can be generated per investment dollar.

      Read More: The Catch 22 of Social Impact Measurement

      Creating a Monitoring and Evaluation Plan
      Quantitative vs. Qualitative
      Putting quantitative (or qualitative) tools to work means defining the right indicators to measure. An indicator is a metric used to measure some aspect of a program. In the planning stages, the indicators that will be used throughout the monitoring and evaluation processes should be defined. This enables organizations to truly measure the extent to which what they think or want to happen actually happens.

      Indicators can be both quantitative and qualitative, depending on what needs to measure and in what ways.

      Quantitative M&E Indicators
      Primarily output-focused, they help organizations determine if activities are taking place, when, and to what extent.

      By definition, numbers are used to communicate quantitative measures (percentages, ratios, $ sums, etc.)

      Qualitative M&E Indicators
      Involve subjective terms

      Often outcome-focused, they can help organizations determine if a change has occurred by gathering perceptions from beneficiaries.

      Data accuracy can often be difficult to assess given the subjective nature of the collecting judgments about change (see example below)

      Examples of M&E indicators
      Using the example of a social enterprise that employs a 1-for-1 model (you buy a pair of shoes, we donate a pair of shoes to a person in need) we can examine some potential indicators for their donation program over a period of one year.

      Quantitative
      Number of shoes donated
      Number of lives affected
      Amount of money saved in the beneficiary group (not having to buy shoes)
      Qualitative
      Perception of change in the quality of life after receiving shoes (survey beneficiaries)
      Types of opportunities generated by the reception of shoes (defined by beneficiaries)
      Using a combination of Indicators to Determine Attribution
      As we can see, a pure count of shoes donated doesn't tell us what impact has been generated. It only implies. By also collecting qualitative, outcomes-focused data the organization gets a better idea of the impacts of those shoes for people who before did not have them. They could also measure income level before and after the shoes (for adults), or measure the number of school days attended (for children).

      The best indicators help organizations also make clear a clear attribution between the intervention (shoes given) and the impact(s) generated. In this example, there are many other variables that could contribute to an increase in income level or school days attended. Gathering qualitative data, specifically asking to what extent the shoes had to do with any observed changes in those areas would help to increase the level of attribution the organization might report.

      Read More: Foundations of Social Impact Assessment

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