usaid evaluation toolkit

In this case, the evaluation will provide a large-scale evaluation of a complex initiative targeting food security, … Evaluation Policy at USAID . The Activity MEL Plan should also include information for ensuring that any planned external or USAID-led evaluations will have access to appropriate data collected by the implementer, such as performance monitoring data. It clarifies what monitoring and evaluation are, how you plan to do them, how you design a system that helps you monitor and an evaluation process that brings it all together usefully. This version of the Toolkit was produced in April 2003 to reflect the changes in ADS Chapters 200-203 that went into effect on January 31, 2003. Monitoring and evaluation tools are being developed. In addition, USAID staff may lead and/or participate in internal evaluations. However, M&E of integrated programs can be challenging due to the multiple sectors included in PHE projects. In addition, evaluations should be timed so that their findings can inform decision making (for example, exercising option years, designing a follow-on project, making mid-course corrections, creating a country or sector strategic plan, or making a policy decision). Other possible deliverables, such as an evaluability assessment. A few resources and additional links are available only to USAID staff. project or activity reports, performance monitoring data, key contact information, etc. A toolkit developed and implemented by: Office of Trade and Regulatory Reform Bureau of Economic Growth, Education, and Environment US Agency for International Development (USAID) For more information, please contact Paul Fekete. USAID Learning Lab hosts three toolkits to provide USAID staff and implementing partners with a curated set of resources to plan, implement and integrate monitoring, evaluating and CLA practices into their programs. 1. Purpose of this Toolkit. Per ADS 201.3.4, an activity carries out an intervention, or set of interventions, typically through a contract, grant, or agreement with another U.S. Government agency or with the partner country government. Resources. These data also help USAID demonstrate to external stakeholders, such as the White House’s Office of Management and Budget, the priority that USAID places on evaluation. ment, and evaluation of education programs. If possible, the evaluation team should be in place before implementation starts in order to conduct the baseline and provide guidance related to the selection of treatment and comparison/control groups. In the case of a Government to Government (G2G) activity, an Activity MEL Plan should be created by the Government Agreement Technical Representative (GATR) or G2G POC in collaboration with the partner government. The Evaluation IGCE should be developed concurrently with the Evaluation SOW and should be available to those involved in the peer review of the SOW. ADS 201 emphasizes high-quality evaluation methods. This toolkit is organized according to the USAID Program Cycle and the phases of an evaluation. This will help ensure that a project or activity and its monitoring system are designed with the planned evaluation in mind. USAID’s wide-ranging effort to modernize foreign assistance, spotlights the importance of high-quality monitoring and evaluation, along with active-learning and … According to ADS 201.3.2.11, the Monitoring, Evaluation, and Learning section of the CDCS includes a high-level description of the Mission's overall priorities and approach to evaluation. ), The development of an Evaluation Statement of Work (SOW) is one of the most significant steps in the evaluation planning process. However, SOWs may differ for internal evaluations, for evaluations planned within an existing evaluation contract, or for more complicated impact evaluations. In the case of an awarded activity, implementers are expected to submit an Activity Monitoring, Evaluation and Learning (MEL) Plan to their Agreement Officer’s Representative/Contracting Officer’s Representative (AOR/COR) within the first 90 days of an award (ADS 201.3.4.10). In addition, per ADS 201.3.3.13, Project Appraisal Documents (PADs) must include a Project Monitoring, Evaluation and Learning (MEL) Plan. Finally, managing an external evaluation team requires the Evaluation COR/Manager to carefully balance USAID’s involvement to ensure a high-quality, useful, and on-time product with the need to protect the independence of the evaluators and the evaluation report. The SOW communicates to the evaluation team why the evaluation is needed, how it will be used, and what evaluation questions managers need answers to. In addition, the evaluation section should identify two to three broad questions, related to the project theory of change and the project design that are expected to be answered through planned evaluations. USAID staff can refer the Education page on ProgramNet for examples of evaluation statements of work that were successful in incorporating consideration of disability inclusion. U.S. Agency for International Development. Improvement Methods Toolkit from the USAID ASSIST Project. Evaluation in Performance Management Plans. This Toolkit is designed to be applicable to all bureaus, offices, and posts and the templates can be customized to fit your needs. “The Evaluation Toolkit curates the available information on Evaluations at USAID. While early planning is beneficial for all evaluations, it is particularly important for impact evaluations. While sharing the evaluation report is the most typical form of dissemination, Missions and Washington OUs should also consider other methods of dissemination, such as hosting briefings with local stakeholders, partners, and other donors to discuss evaluation findings; featuring evaluation findings on their website, such as through articles or blog posts; and holding press conferences and issuing press releases. The Monitoring, Evaluation and Learning Pathways are an alternative way of accessing information and tools in this website. Prepare for external evaluations. Monitoring and evaluation (M&E) are key aspects of any project and together they serve to support informed decisions, the best use of resources, and an objective assessment of the extent to which an organization’s activities have led to a desired result. Assigning responsibility and timelines for completion for each set of actions. The information provided on this website is not official U.S. government information and does not represent the views or positions of the U.S. Agency for International Development or the U.S. Government. An evaluation plan must include the following information for each planned evaluation, as it becomes available: The ADS defines a project as a set of complementary activities, over an established timeline and budget, intended to achieve a discrete development result (i.e. In the case of a Government to Government (G2G) project, a Project MEL Plan should be created by the Government Agreement Technical Representative (GATR) or G2G POC in collaboration with the partner government. Purpose of this Toolkit The Positive Youth Development Measurement Toolkit, developed by YouthPower Learning, provides guidance and resources for implementers of youth programming in LMICs to integrate PYD principles in their monitoring and evaluation (M&E) systems and effectively measure PYD outputs and outcomes within their programs. These are indicated by a designation of, Conducted According to the Highest Ethical Standards. Additional products that may be required during this period typically include: During this design period, the Evaluation COR/Manager should consider the possibility of revising evaluation questions based on evaluation team input. monitoring and evaluation Toolkit - 4th edition english Hard Copy. Welcome to the e-version of the USAID Evaluation Toolkit! The toolkit provides guidance on a systematic approach to work with research partners to strengthen their research capacity while collaboratively conducting an evaluation. The actual costs of M&E may vary depending on the operating environment and the specific types of evaluations the OU plans to undertake. The audience for this toolkit includes host governments, USAID and other donors, and project implementers. Understanding impact evaluation requirements at an early stage can help inform the drafting of implementing partner agreements in a way that builds implementer/evaluator cooperation and communicates how the evaluation will affect implementation. Reviewing findings, conclusions, and recommendations of evaluations that relate to their activities, projects, and DOs; Identifying any management or program actions needed; and. At a minimum, following the completion of an evaluation, Missions and Washington OUs should respond to the evaluation through the development of an action plan for addressing the evaluation findings, conclusions, and recommendations. In the case of potentially large, expensive, or lengthy evaluations (particularly impact evaluations), an evaluability assessment may be a worthwhile investment prior to planning an evaluation. In most cases, the evaluation will be managed by the Program Office (i.e., Evaluation COR/Manager is a Program Office staff member). Achieving agriculture-led food security through knowledge sharing, USAID's sharing platform for resources on sustainable urban development, USAID's knowledge sharing platform focused on land tenure and property rights, Sharing knowledge and ideas to solve global water and sanitation challenges, A global knowledge portal for climate change & development practitioners, A collaborative learning community of development professionals, USAID's knowledge platform for resilience. week USAID "Performance Management Workshop". Collaborating, Learning, and Adapting (CLA) is a framework and a set of practices for strengthening organizational learning and the conditions that enable it throughout the Program Cycle to improve our development effectiveness, and support countries on their Journey to Self-Reliance. Follow these pathways to develop your skills in planning and managing high quality performance and impact evaluations and become a leader in improving the link between evidence and action. Evaluation use and learning may occur before or during the evaluation, shortly after it is completed, or long after the findings have been presented. Findings, conclusions, and recommendations must be based in evidence derived from the best methods available given the evaluation questions and resources available. See ADS Additional Help, ADS Reference 201sai, Managing the Peer Review of a Draft Evaluation Report. Generally, if at the activity level, the GATR should emphasize the use of partner government M&E systems. USAID staff can refer the Education page on ProgramNet for examples of evaluation statements of work that were successful in incorporating consideration of disability inclusion. Then, the USAID-funded MEASURE Evaluation project (Phase IV) worked with the MEASURE Evaluation PIMA team to adapt the toolkit for … USAID staff may participate in these external evaluations, provided that the team leader is an externally contracted evaluator with no fiduciary relationship with the implementing partner. Require disability-targeted questions. It contains the latest guidance, tools, and templates in an intuitive and easy-to-navigate format.” This toolkit was developed by USAID in 2015. The Evaluation Toolkit: Curates the latest USAID guidance, tools, and templates for initiating, planning, managing, and learning from evaluations primarily for USAID staff members who are involved in any phase of the evaluation process. It notes: “Evaluations will use methods that generate the highest quality and most credible evidence that corresponds to the questions being asked, taking into consideration time, budget, and other practical considerations. For instance, the number and complexity of questions, along with the proposed data collection and analysis methods in the methodology section and the team composition requirements in the Evaluation SOW should all be reflected in the IGCE. This Toolkit is designed to be applicable to all bureaus, offices, and posts and the templates can be customized to fit your needs. MONITORING, EVALUATION AND LEARNING. A toolkit developed and implemented by: Office of Trade and Regulatory Reform Bureau of Economic Growth, Education, and Environment US Agency for International Development (USAID) For more information, please contact Paul Fekete. It may occur during the development of a CDCS, the design of a project or activity, or portfolio review. Monitoring and evaluation (M&E) are key aspects of any project and together they serve to support informed decisions, the best use of resources, and an objective assessment of the extent to which an organization’s activities have led to a desired result. As of FY2013, the data from the Evaluation Registry are also used to calculate the targets and actuals for the USAID Forward Evaluation Indicator. The Program Cycle is USAID’s operational model for planning, implementing, assessing, and adapting development programming in a given region or country. Section 2 noted the various stages of the Program Cycle where Missions or Washington OUs should formally consider evaluation needs and requirements, including Mission-wide evaluation planning. In this case, the evaluation will provide a large-scale evaluation of a complex initiative targeting food security, agricultural development, nutrition and related services. As noted in ADS 201.3.6.2, evaluations at USAID should be: This content is currently under revision to align with the recently updated ADS 201. Toolkits USAID Learning Lab hosts three toolkits to provide USAID staff and implementing partners with a curated set of resources to plan, implement and integrate … This is particularly true for experimental designs in impact evaluations, which require that the implementing partner adhere to pre-specified treatment and control groups. USAID Learning Lab hosts three toolkits to provide USAID staff and implementing partners with a curated set of resources to plan, implement and integrate monitoring, evaluating and CLA practices into their programs. And we strengthen health information systems so countries can make better decisions and sustain good health outcomes over time. tenure, property rights, and land governance in rural, peri-urban and urban areas. Evaluation is distinct from assessment (which is forward-looking) or an informal review of projects (ADS 201). These studies parallel the life of a project or activity and sometimes require substantial modifications to the design of interventions (e.g. Following the award of an evaluation contract, the COR (for external evaluations) or the Evaluation Manager (for internal evaluations) serves as the main communication link between USAID and the evaluation team. For Missions and Washington Operating Units with existing M&E support contracts, or M&E “Platforms,” this will not be the case. A stakeholder analysis is one simple way to start the process of identifying stakeholders and determining how to best collaborate with them throughout the evaluation. We create tools and approaches for rigorous evaluations, providing evidence to address health challenges. MONITORING, EVALUATION AND LEARNING. Missions must conduct at least one Portfolio Review per year that focuses on progress toward strategy-level results. The Program Office is responsible for ensuring that the SOW is compliant with. It contains the latest guidance, tools, and templates in an intuitive and easy-to-navigate format. The RERA Toolkit is consistent with . Draft a strong Statement of Work (SOW) that is peer reviewed prior to finalizing; Develop an Independent Government Cost Estimate (IGCE); Commission the evaluation to allow partners several weeks to prepare and respond; Conduct the evaluation using high-quality methods; and. This estimate does not include implementing partners’ internal M&E operations. Collaboration is a principle that is integral to all stages of the USAID Program Cycle, including evaluation. The development of the RERA Toolkit was a collaborative effort involving multiple USAID Washington offices, USAID Missions, and Implementing Partners.The Education in Crisis and Conflict team at USAID Washington commissioned the Education in Con- flict and Crisis Network (ECCN) to develop the RERA Toolkit, which was written by James Rogan, Principal of Exterion LLC and Senior Advisor to ECCN, with … The evaluation methods, limitations, and information sources must be documented, including by providing data collection tools and the original Evaluation SOW as annexes to the main report. Toolkits. Is a resource for USAID staff members and external partners who manage or implement USAID efforts. USAID Learning Lab hosts three toolkits to provide USAID staff and implementing partners with a curated set of resources to plan, implement and integrate … The Global Fund accepts contributions from governments, corporations, foundations and individuals. It is particularly important that expected impact evaluations be planned at this stage to ensure that relevant activities being evaluated are designed to accommodate parallel implementation of the evaluation. The Evaluation COR/Manager must help mediate and manage the relationship between the evaluation team and the implementing partner being evaluated. The Evaluation Toolkit curates the latest USAID guidance, tools, and templates for initiating, planning, managing, and learning from evaluations primarily for USAID staff members who are involved in any phase of the evaluation process. This does not mean that every project or activity should be evaluated or that 3 percent of the budget of every project, activity or implementing mechanism be set aside for evaluation. Part of the value-added function of the Program Office is to suggest potential implementing mechanisms for carrying out the evaluation. In addition to these approaches, USAID’s Evaluation Toolkit includes provides a brief guide for developing appropriate questions, entitled Tips for Developing Good Evaluation Questions (for Performance Evaluations), which includes a mix of principles and tips for developing good evaluation questions. Evaluations may be planned, conducted, or utilized at any stage in the Program Cycle. the project purpose). Prepare for external evaluations. decision making.” (USAID Evaluation Toolkit: Guidance, Tools, and Resources for Planning, Managing and Learning from Evaluations, April 2015, p. 7). Similarly, early dissemination planning for evaluation is critical. If USAID staff is expected to participate on the evaluation team, that expectation should be acknowledged in the solicitation. The process of developing the evaluation questions may even inform the decision to evaluate or not. 1. Social Impact, Inc. 2300 Clarendon Boulevard Suite 1000 Arlington, VA 22201 Tel: (703) 465-1884 Fax: (703) 465-1888 info@socialimpact.com This Toolkit is prepared as part of a series on USAID Compliance Toolkits by Najwa Andraos, 1 Introduction Monitoring and evaluation (M&E) related activities need to be planned and properly budgeted at the early stages of program implementation planning. Year . This Performance Management Plan PMP Toolkit draws upon updated agency monitoring and evaluation guidance and new processes relating to the USAID Program Cycle. For evaluation, separate pathways guide you to resources for Performance Evaluation and Impact Evaluation. management, evaluation, and reporting. Missions should also consider the use of local evaluation contractors. 25 Resources. USAID Learning Lab hosts three toolkits to provide USAID staff and implementing partners with a curated set of resources to plan, implement and integrate monitoring, evaluating and CLA practices into their programs. The Monitoring and Evaluation Capacity Assessment Toolkit (MECAT) was the result of an effort by MEASURE Evaluation PIMA —funded by the United States Agency for International Development (USAID)—to develop and pilot a resource for local use in Kenya. USAID Learning Lab hosts three toolkits to provide USAID staff and implementing partners with a curated set of resources to plan, implement and integrate … Missions that do not have a CDCS are still required to have a PMP that covers any projects they fund (ADS 201.3.2.15). Section 1: Evaluation at USAID (overview of evaluation and the policy context for evaluation at USAID), Section 2: Evaluation Throughout the Program Cycle (when it is required or encouraged to plan, use, or report on evaluations), Sections 3 through 5: Phases of an Individual Evaluation. Project designs should be derived from well-documented, rigorous analysis, including evaluations. Find out about career opportunities at USAID. Evaluation Toolkit - Curates the latest USAID guidance, tools and templates for initiating, planning, managing and learning from evaluations primarily for USAID staff and partners involved in any phase of the evaluation process. As many external evaluations will also be implementing mechanisms, much of the needed information will need to be prepared as part of the OP. 2. Effective training, including periodic refresher training; supportive supervision; monitoring and evaluation; and good communication among administrative staff, providers, and clients are just a few means of quality improvement. The Evaluation Registry includes information on evaluations completed in the most recent fiscal year, evaluations that are currently ongoing, and evaluations planned for the current year and two additional out-years. The USAID Program Cycle is a common set of processes intended to achieve more effective development interventions and to maximize impacts. Bureau of Economic Growth, Education, and Environment Before finalizing the Evaluation SOW, the Mission or Washington Operating Unit Program Office will organize an in-house peer technical review of the Evaluation SOW including no less than two individuals in addition to the Program Office Evaluation POC (or designee). It presents a methodology for: * Understanding and assessing how HIV/AIDS impacts government agencies with CBNRM mandates; * Identifying opportunities for these agencies to contribute to a larger, multisectoral response to HIV/AIDS … Performance monitoring provides feedback to USAID managers as well as ensuring USAID accountability for the resources entrusted to it. These reports are also used by Contract Officers and CORs when assessing the past performance of contractors and to incentivize contractors to produce superior products and services. Evaluation Toolkit The Evaluation Toolkit contains the latest USAID guidance, tools and templates for initiating, planning, managing and learning from evaluations primarily for USAID staff members who are involved in any phase of the evaluation process. Consequently, it is prudent to start identifying and engaging with key stakeholders as early as possible in the evaluation process. USAID staff members typically manage evaluations on behalf of USAID, while the design and implementation of an evaluation is typically the responsibility of an externally contracted evaluation team. Biodiversity How-To Guide 3: Defining Outcomes & Indicators for Monitoring, Evaluation and Learning in USAID Biodiversity Programming; FAQ; USAID’s Biodiversity Conservation and Forestry Programs, 2016 Report ; Measuring Efforts to Combat Wildlife Crime: A Toolkit for Improving Action and Accountability; Coastal Sustainable Landscapes Project in Ghana's Western Region. randomized assignment of treatment and control groups, modifications to selection criteria, modifications to roll-out timing, etc.). The responsibilities of an Evaluation COR/Manager for an evaluation contract or task order are technically no different than the responsibilities of a COR for any other implementing mechanism. 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Who participate in or conduct evaluations for USAID staff one `` whole-of-project '' evaluation. Similarly, early dissemination planning for evaluation, separate pathways Guide you to a range of on... Depending on what was requested in the evaluation questions may even inform the decision to evaluate the. And tools in this section is the author of the USAID Program Cycle menu is designed for and... ) is one of the USAID Program Cycle menu is designed to help as! Likely, this exercise is best done during the project or activity design stage Review of a Draft report... Are still required to be undertaken during the development of an evaluation should follow directly from the methods! Effectively we continue to be evaluated aligned with an Intermediate Result ( usaid evaluation toolkit ) in CDCS! Purpose of evaluations is twofold: to ensure accountability to stakeholders and to maximize impacts and.! Measure evaluation is in its use into a request for proposals ( RFPs or... 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