Community Toolkits

Building Monitoring, Evaluation and Reporting Systems for HIV/AIDs Programs

The goal of this workbook is to present MER in its most basic and useable form. It is geared particularly toward those local nongovernmental organizations (NGOs) already under pressure to meet the increase in demand for their programs. These organizations, which report that they do not have full-time staff dedicated to MER, may often see a frequent turnover in the staff they have and are limited in terms of both financial and human resources. These organizations (like most) tend to state that they find MER to be time-consuming, expensive, and sometimes externally but not internally important.

Therefore, the goal is to provide materials to help organizations construct a quality system that is straightforward, affordable, efficient, and most importantly, useful to the management and operations of the organization itself. To that end, we have built on the basic principles of monitoring and evaluation, while limiting or streamlining technical jargon or excessive system design beyond the minimum required to maintain an institutional memory and ensure reliable and valid data collection and evaluation.

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Building Monitoring and Evaluation Systems in Civil Society Advocacy Organizations

One of the core values that guides Pact’s work is stewardship of resources intended for the poor. Providing monitoring, evaluation, and reporting (MER) tools to local organizations is critical to enabling them to account to their donors and ultimately to their beneficiaries.  A good MER system frames the parameters of project activities, guides adjustments along the way, and enables measurement of changes and identification of lessons learned when the project ends so that funds are optimally used.  Demand for MER tools suitable for use at the local level has grown.

The goal of this workbook is to present MER in its most basic and useable form. It is geared particularly toward those local nongovernmental organizations (NGOs) already under pressure to meet the increase in demand for their programs. These organizations, which report that they do not have full-time staff dedicated to MER, may often see a frequent turnover in the staff they have and are limited in terms of both financial and human resources. These organizations (like most) tend to state that they find MER to be time-consuming, expensive, and sometimes externally but not internally important.
Therefore, the goal is to provide materials to help organizations construct a quality system that is straightforward, affordable, efficient, and most importantly, useful to the management and operations of the organization itself. To that end, we have built on the basic principles of monitoring and evaluation, while limiting or streamlining technical jargon or excessive system design beyond the minimum required to maintain an institutional memory and ensure reliable and valid data collection and evaluation focused on governance programs and specifically civil society advocacy organizations.

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Project Cycle Management Toolkit - 3rd Edition 2009

The Project Cycle Management Toolkit is a practical workbook on how to design, develop, manage, monitor and evaluate regeneration and development projects. It provides best practice techniques for all aspects of project management that are supported by diagrams, templates and illustrations. The Toolkit can be used as a workbook for those who wish to apply any of the techniques and exercises in their work, and as a study guide for students, on the job learners and participants of training courses. 

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Equal Access Participatory Monitoring and Evaluation Toolkit

This toolkit aims to help communication for development (C4D) organisations to demonstrate the impacts and outcomes of their initiatives, listen to their listeners, continuously learn, and feed this learning back into their organisation and its practices. It is a key outcome of the Assessing Communication for Social Change (AC4SC) project, which was a successful collaboration between Equal Access Nepal, Equal Access International, Queensland University of Technology and the University of Adelaide, Australia.

The toolkit is guided by the principles of the Communication for Social Change approach to C4D and participatory monitoring and evaluation (PM&E). It is based on recent ideas about effective evaluation and evaluation capacity development and learnings from the AC4SC project. This toolkit aims to help C4D organisations to become learning organisations that regularly critically reflect on their work. As well as an introductory section, it comprises the following modules and tools:

  • Module 1: Effective communication, feedback and reporting systems in a PM&E process
  • Module 2: Setting objectives and indicators
  • Module 3: Research and PM&E methods
  • Module 4: Critical Listening and Feedback Sessions
  • Module 5: Doing qualitative data analysis
  • Module 6: Getting started and planning for PM&E and impact assessment
  • Equal Access Community Researcher manual
  • The Most Significant Change technique: A manual for M&E staff and others at Equal Access
  • Useful resources, information and tools

Either the whole toolkit, or individual modules can be used. The toolkit encourages you to include as many people and stakeholders in your monitoring and evaluation work as possible. Its methods are largely qualitative, because through qualitative approaches you often learn something new and unexpected and gather rich insights into the subtle processes involved in social change. However, it encourages you to use a range of methods, including those that provide useful quantitative data.

To access the toolkit go to http://betterevaluation.org/toolkits/equal_access_participatory_monitoring

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