SETA Accreditation No. 6570

Monitoring and Evaluation

Workshop dates:

Johannesburg:  For future dates email
Durbanville, Cape Town: For future dates email
Durban North: For future dates email

Course Fee: 

Single: R8,500.00 (R9,690.00 incl. VAT)
Group booking of 3 or more delegates:  R7,800.00 (R8,892.00 incl. VAT) per delegate

Group booking of 5 delegates or more: R6,700.00 (R7,638.00 incl. VAT) per delegate – T&Cs apply.

In-House Training sessions:  10 delegates – R5,900.00 (R6,726.00 incl. VAT) per delegate – T&C’s apply.



This 3-day workshop is designed to give you all the necessary tools and knowledge to manage a cost effective monitoring and evaluation system for all your projects.

The programme will introduce you to tools and techniques to measure and report on policy, programmes and project outcomes to your various stakeholders, including your project funders / donors, supervisors or the general public. You will be able to recognize the components of an effective monitoring and evaluation plan, and methods and tools to conduct data collection, statistical analysis and reporting.

The course aims to equip participants to:
  • Understand the components of a successful monitoring and evaluation plan.
  • Differentiate between supervision, monitoring and evaluation.
  • Identify outcome indicators for your project.
  • Understand data and types of data, challenges of data collection.
  • Differentiate between quantitative and qualitative methods.
  • Write an effective Monitoring and Evaluation report.
  • Explain the various logic, forms and approaches to the development of M&E management systems.
  • Apply the logical thinking and process steps in designing monitoring and evaluation systems.
  • Have the technical skills to design all aspects of a M&E management system.
  • Use data to improve decision making, and enable others in your team to do the same.
  • Utilise the concepts of participation and empowerment in developing and running a results-based management system.
Who Should Attend?

This course is for everyone with jobs like Monitoring and Evaluation Officers, Directors, Managers, Project Managers, Provincial and Municipal Managers, Finance Managers and Directors, Programme Managers, Strategic Planners, Project Accountants, Corporate Service Managers, Practitioners in non-governmental organisations and any other professionals who are involved in the monitoring and evaluation process whether in government or public sector.

Monitoring and Evaluation guidelines for local and international systems and policies
  • Definition of the key concepts and context
  • Purpose and importance of an M&E system
  • Addressing current international trends
Monitoring and Evaluation System (M&E) / Model
  • Understand Monitoring and Evaluation from a strategic perspective.
  • Identifying the stages of building an outcomes-based M&E system.
  • Understanding a model perspective to monitoring and evaluation.
  • Defining the elements of a monitoring and evaluation model:
  • *  Goals
  • *  Strategic Objectives
  • *  Measurable Objectives
  • *  Indicators
  • Understanding the importance of baseline information.
  • Prepare for M&E in your work processes and projects.
  • Developing a work-breakdown structure.
  • Setting up a M&E framework and Logical Framework Analysis.
  • Build capacity for M&E in your teams – responsibilities, delegations and quality.
  • Link your indicators to baselines, milestones and targets.
Methodology for Monitoring
  • Qualitative Indicators and Methods – Review of Facilitating Skills.
  • Quantitative Indicators and Methods – Review of Interviewing Techniques.
  • Combination of qualitative and quantitative methods.
Methodology for Evaluation

Key evaluation questions:

  • Relevance
  • Effectiveness
  • Efficiency
  • Impact
  • Sustainability
  • Differences in the use of these criteria among international agencies
Project / Programme Management

Strategic Assessment

  • Identifying key intervention areas and how to effect change.
  • Equipping yourself and your team to build remarkable M&E systems.
  • Confirming stakeholder buy – in and requirements and which stakeholder will be involved in key decision-making.
  • Confirming stakeholder information requirement.
  • Assessing your organisations readiness for change.
  • Advantages and disadvantages of non-assimilation of change management process in the M&E system.
  • Establishing the purpose and scope of the M&E plan
Model / Project Planning
  • The purpose of project / programme planning
  • What is a logic model?
  • Components of logic models – situation
  • Situation – priority setting
  • Inputs and outputs
  • Outcomes and assumptions
  • Pitfalls in using logic models
  • Project / programme planning methodologies, techniques and tools
  • Practical techniques to be used for developing a budget.
  • Key factors that need to be taken into account when estimating costs.
Project Scheduling
  • Understanding project / programme scheduling and its elements.
  • Developing schedules that take account of work estimates and resource / service provider capacities.
Project Process and Control
  • Data gathering and organizing.
  • Options and main types of data collection.
  • Identifying best sources of data for different kinds of target.
  • Basic principles of questionnaire and data sheet design.
  • Creating conditions and capacities Identifying key performance indicators and converting them into targets.
  • Essential differences between qualitative and quantitative methods
Quality Management and Control
  • Rapid assessment procedures (R-A-P).
  • Developing terms of reference.
  • Randomized controls trials and quasi-experimental designs.
  • The purpose and timing of the evaluation.
  • Know how the evaluation will be used and how the results will be disseminated.
  • Different types of evaluation designs.
  • Understanding the elements that need to be controlled.
  • Methodologies to tracking problems.
  • Project status review and reporting.
  • Applying project control and problem resolution techniques.
  • Methods used in conducting evaluations and particular uses.
Implementation of the M&E Process
  • Putting together an evaluation team and setting clear responsibilities
  • Determine time-frame for each process
  • What will it cost?
  • Recruiting and contracting consultants
  • Allocate time frames to activities
  • Hidden costs and other considerations
Stages and Management from Conceptualization to completion
  • Managing service providers
  • Stakeholder involvement
Risk Management
  • Practical techniques for analyzing the project / programme in terms of risk.
  • Developing responses to reduce or eliminate risk factors within a project / programme.
  • Understand the importance of change management as a means to manage risk.
Impact measurement, assessment and presentation
  • Using M&E to manage impact
  • Impact assessment models and practices
  • Procurement planning
  • Contract administration, management and closure
  • Create a definitive evaluation of a local project
  • Develop a communications strategy based on evaluation findings
  • Use M&E findings to bring about change in a project
  • How has the project changed or affected your organisation?
Project conclusion, reporting and findings
  • Characteristics of a successful project
  • Assessing project performance
  • Project completion stages
  • Discuss structure and content of the evaluation report
  • Evaluating a report
  • Discuss the use and dissemination of M&E findings
  • Findings and recommendations
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 Guide to Imports & Exports

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-Work-Center Traing pts photo3 conference room day 2