Monitoring and Evaluation;
How and How Well Objectives Are Being Reached
 by
Phil Bartle, PhD

Module Introduction.

Documents Included in this Monitoring Module

 . Principles and Purpose, the nature of monitoring;
 . Planning and Implementation, integrating monitoring at all phases;
 . Evaluation, making value judgements after monitoring;
 . Management Information, handling information generated by monitoring;
 . Participation in Monitoring, who should monitor;
 . Levels of Monitoring, community, district, national and donor;
 . Monitoring and Reporting, forwarding the observations and analysis;
 . Monitoring Forms, use these to design your own.

 The processes of observing results and evaluating progress towards
 reaching objectives

 This module looks at the process of monitoring and its sister
 process, evaluation. As well as showing the skills needed by
 mobilizers, it looks at monitoring from a wider perspective,
 including but not limited to the roles of mobilizers.

 The document, Definitions and Purpose, looks at what monitoring is,
 and introduces the topic. The next document, Planning and
 Implementation, points out the necessity of monitoring being
 integrated at all stages, from planning through implementation.

 Evaluation goes on to explain that if we evaluate or judge the
 information obtained through monitoring, we may question even the
 choice of objectives and/or our strategy in attempting to reach
 them. Management Information shows that of all the information
 needed by management to implement a project or programme, that
 produced by monitoring and evaluation is most crucial.

 Participation in Monitoring looks at the necessity of participation
 by all stake holders is needed. Levels of Monitoring points out that
 monitoring is important for recipients at the community level,
 actors at the district level, as well as at national and donor
 levels.

 As with community participation and participatory management,
 participation is not automatic, but requires that participants need
 to have at least a minimum of stimulation and training in order to
 participate effectively.

 The document, Monitoring and Reporting, links to the module on
 reporting, with an emphasis on the reporting of information obtained
 through monitoring. Mobilizers are encouraged to learn about
 monitoring, and the necessity of doing it at every stage (see Annual
 Review), and of stimulating and providing training for the
 participation of all stake holders, including staff and
 beneficiaries in the community, in both monitoring and evaluation.

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Updated: 2003 May 8