INTRODUCTION
This course is designed to develop individuals’ understanding of what monitoring and evaluation entails, why it is so vital, and how to do it well and in a participatory way. This course ensures that those who are new to this field have a thorough understanding of monitoring and evaluation concepts and have built up the practical skills and the confidence needed to do monitoring and evaluation effectively. Participants will learn to use a range of monitoring and evaluation tools and activities that will help them improve accountability, learning and effectiveness of projects and programs.
PROGRAM OBJECTIVES
- Defining the main terms and concepts associated with the processes of monitoring and evaluation
- Articulating the key purposes of monitoring and evaluation
- Being able to prioritize according to the context
- Selecting and using a range of monitoring and evaluation tools with confidence
- Learning information qualitative and quantitative gathering techniques
- Applying results of monitoring and evaluation processes to both accountability and organizational learning
WHO SHOULD ATTEND?
- Project Supervisors
- Project and Program Directors/Managers
- Executive Managers
- Anyone planning to become more effective in monitoring and evaluating projects
PROGRAM OUTLINE
- Work measurement & control
- The control process
- Project management plan
- Measuring work progress
- Earned value management
- Measures of variance
- Forecasting
- Monitoring and controlling processes
- Project vs. business performance assessment
- Project management capability
- Project sponsor capability
- Organizational project capability
- Permanent & temporary organizations
- Performance measurement
- Management vs. Measurement
- Individual performance management
- Operational performance measurement
- Strategic performance management
- Integrated performance management
- Performance measurement framework
- Balanced scorecard (BSC)
- Mapping strategy to measures
- Strategy mapped to BSC
- Creating a dashboard using BSC
- Seeking business excellence – EFQM
- Standards and EFQM model
- Assessing the soft side of projects
- Critical success factors
- Escalation correlates loosely to delay
- Optimism bias and strategic misrepresentation
- Program assessment
- Projects, programs, portfolios
- Rational and normative project management
- Managing change
- Portfolio vs. Program
- Categorization of programs
- Advantages of programs
- Portfolio assessment
- Roles in the permanent organisation
- Effective portfolio management
- Balancing the portfolio
- Basic approaches to PPM
- Ppm process
- Governance of the ppm process
- Benefits of PPM
- Org. Capability assessment
- Maturity in capability
- OPM3TM process
- Standards and EFQM model
- Dashboards
- Categorization
- Degree of formalization
- Degree of complexity
- Attributes of projects
- Issues in performance assessment
- Systemic evaluation / assessment
- Issues in assessment
- Who? Where? Why? What? When? How?
- Critical realism
- Individual performance assessment
- Understanding competence
- Why assess?
- Assessment centers
- Individual competency assessment
- Experience vs. complexity
- Knowledge assessment
- Rating scale
- Performance appraisal
- Structure of a technical report: understanding observation, interpretation, conclusion and recommendation
- Judgmental vs. developmental assessment
- The reward process
- Characteristics of effective systems
