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Developing Monitoring and Evaluation Frameworks

by Anne Markiewicz and Ian Patrick SAGE Publications, Inc
Pub Date:
Pbk 312 pages
AU$96.00 NZ$94.78
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Developing Monitoring and Evaluation Frameworks is a practical book that provides clear, step-by-step guidance on how to develop a monitoring and evaluation framework in a participatory, logical, systematic, and integrated way. Authors Anne Markiewicz and Ian Patrick outline the key stages and steps involved, including: scoping the framework; identifying planned results; using program theory and program logic; developing evaluation questions; identifying processes for ongoing data collection and analysis; determining means to promote learning; reporting; and dissemination of results. A final chapter focuses on planning for implementation of the framework, with reference to the broader program and organizational context. The authors draw on their extensive experience in developing monitoring and evaluation frameworks to provide examples of good practice that inform organizational learning and decision making, while offering tips and guidelines that can be used to address common pitfalls.

1. Introduction to Developing Monitoring and Evaluation Frameworks2. Foundation Concepts Multiple Purposes for Monitoring and Evaluation Results Based Management Approach Theory Based Approach Evaluation Led Monitoring and Evaluation Participatory Orientation3. First Steps: Scoping the Monitoring and Evaluation Framework, Stakeholder Mapping and Evaluation Capacity Building Introduction to Scoping the Framework with Key Stakeholders Key Steps in Scoping the Framework Step 1: Identify Requirements Step 2: Determine Participation Arrangements Step 3: Identify Possible and Preferred Approaches Step 4: Review Resource Parameters Step 5: Confirm Purpose and Parameters of the Framework From First Steps Onwards Summary Checklist and Chapter Review Questions4. Program Theory and Program Logic as a Foundation for the Monitoring and Evaluation Framework Introduction to Developing Program Theory and Program Logic Steps Involved in Developing Program Theory and Program Logic Step 1: Plan Stakeholder Engagement Strategy Step 2: Develop and/or Review Program Theory Step 3: Develop and/or Review Program Logic Step 4: Confirm Program Theory and Program Logic with Key Stakeholders Summary Checklist and Chapter Review Questions5. Evaluation Questions - Determining What We Want to Know Introduction to Developing Evaluation Questions Using Evaluation Domains to Guide Selection of Questions Using Program Theory and Logic to Determine Evaluation Questions Step 1: Develop Draft Evaluation Questions Step 2: Facilitate Stakeholder Participation Step 3: Scope Number and Range of Questions Against Data and Resources Available Step 4: Present Questions to Stakeholders for Final Endorsement Step 5: Finalize Evaluation Questions Summary Checklist and Chapter Review Questions6. The Monitoring Plan Introduction Introduction to Program Monitoring Steps in Developing Monitoring Plan Step 1: Identify Focus Step 2: Develop Performance Indicators and Targets Step 3: Identify Data Collection Processes and Tools Step 4: Determine Responsibilities and Time Frames The Future of Program Monitoring Summary Checklist and Chapter Review Questions7. The Evaluation Plan Focusing on Evaluation The Evaluation Plan Steps Involved in Developing the Evaluation Plan Step 1: Determine Overall Evaluation Approach Step 2: Identify Evaluation Questions Requiring Criteria and Standards Step 3: Identify Focus of Evaluation and Methods for Each Questions Step 4: Determine Responsibilities and Time Frames Step 5: Review the Monitoring and Evaluation Plans Summary Checklist and Chapter Review Questions8. Collecting, Managing, Analyzing and Synthesizing Data to Reach Evaluative Conclusions Introduction to Data Processes That Support Sound Conclusions Steps Involved in Data Collection, Management and Analysis Step 1: Develop Data Collection Plan Step 2: Develop Data Management Plan Step 3: Consider Approach to Data Synthesis Step 4: Conclusions Summary Checklist and Chapter Review Questions9. Learning, Reporting and Dissemination Strategies Introduction Steps Involved in Learning, Reporting and Dissemination Step 1: Consider Developing or Refining a Learning Strategy for the Program That Maximizes Utilization of Conclusions, Recommendations and Lessons Step 2: Consider Processes for the Identification of Recommendations and Lessons Step 3: Provide Guidance on Developing a Reporting and Dissemination Strategy Summary Checklist and Chapter Review Questions10. Planning for Implementation of Monitoring and Evaluation Frameworks Introduction to Planning and Implementation Key Steps in Implementation of Monitoring and Evaluation Frameworks Step 1: Confirm Program Management Arrangements Step 2: Work Planning for Implementation Step 3: Plan for Monitoring and Review of Framework Summary Checklist and Chapter Review Questions11. ConclusionAppendix

Anne Markiewicz is an independent evaluation consultant and the Director of Anne Markiewicz and Associates. Commencing her professional career a social worker, Anne held academic positions in Social Work at two Australian Universities. In 1997, Anne pursued her interest in evaluation and commenced working as an independent consultant. In 2000, she completed a Master of Education in Program Evaluation at the University of Melbourne. Since that time, Anne has completed a significant number of evaluation projects for a range of Australian government departments, non-government organizations and international agencies. She has specialized in evaluating programs with social justice objectives.  


Dr. Ian Patrick is an independent evaluation consultant and Director of Ian Patrick and Associates. Ian has a number of threads in his career which have supported his move into evaluation. Building on a background in teaching and radio and television production, Ian shifted his focus to international program management. He became aware of the challenges involved in evaluation of complex programs operating in the Asia-Pacific region while working for several Australian universities and managing contractors. Ian completed a PhD in Asian Studies in 1997, and commenced working in academic roles in international development for both the RMIT University and Deakin University, Australia. Ian is currently an Honorary Senior Fellow with the Development Studies Program at the University of Melbourne.