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  • Decide the timing of the evaluation

    Monitoring (the routine tracking and reporting of priority information about an intervention) and evaluation (a discrete study to produce an evaluative judgement about merit, worth or significance of an intervention) are distinct but highly inter-related...
    Marcos/Guías
    Manager's guide to evaluation
  • Décider du moment de l’évaluation

    Vous devez décider, dans le cadre d’un plan qui intègre le suivi et l’évaluation, du moment où une évaluation doit commencer et prendre fin.
    Marcos/Guías
    Manager's guide to evaluation
  • C4D: Analyse data

    Analysing descriptive data (data about what has happened or is happening) means looking for patterns, themes and making sense of and summarising the data. It is an important part of every RM&E system or study. Techniques for analysis should be...
    Marcos/Guías
    Communication for Development (C4D)
  • C4D: Develop planning documents (evaluation plans and M&E frameworks)

    To undertake this task you need to bring together all the decisions made (manage, define, frame) and develop the documents that reflect these decisions.
    Marcos/Guías
    Communication for Development (C4D)
  • Advertise the evaluation Terms of Reference (ToR) / Request for Proposal (RFP)

    There are different approaches to advertising the evaluation ToR / RFP. These are typically based on the organization’s specific procurement procedures and often linked to the cost of the work.
    Marcos/Guías
    Manager's guide to evaluation
  • Publier le mandat de l’évaluation ou la demande de propositions

    Il existe différentes approches pour publier la demande de propositions ou le mandat de l’évaluation. Elles sont habituellement fondées sur les procédures de passation des marchés propres à l’organisation et sont souvent liées aux coûts des travaux.
    Marcos/Guías
    Manager's guide to evaluation
  • C4D: Decide purpose

    The purpose of the R,M&E, and the key driving questions is one of the three key components that should determine the M&E methods and processes that are used (other issues are discussed under Determine and secure resources and (in relation to the...
    Marcos/Guías
    Communication for Development (C4D)
  • C4D Hub: Compare results to a counterfactual (strategy 1)

    Understanding the extent to which an intervention caused outcomes
    Marcos/Guías
    Communication for Development (C4D)
  • Evaluation practice in Aboriginal and Torres Strait Islander settings

    We are collecting examples of good practice in evaluation and are particularly seeking Aboriginal and Torres Strait Islander material that has been shared informally or is in the public domain but is not very visible. The aim is for those conducting or...
    Marcos/Guías
    Evaluation practice in Aboriginal and Torres Strait Islander settings
  • C4D: Synthesise data from a single study or evaluation

    Studies and evaluations must, in the end, make evaluative judgments. To do that, there needs to be a process of drawing together data and findings (often from descriptive data and causal analysis); and systematic synthesis and conclusions
    Marcos/Guías
    Communication for Development (C4D)
  • Document management processes and agreements

    Develop any formal documents needed, including a brief and a Terms of Reference.
    Marcos/Guías
    Rainbow Framework
  • Communicate transparently, build trust and obtain individual and community consent

    Consent principle: Obtain the free prior informed consent of Aboriginal and or Torres Strait Islander people before commencing the evaluation.
    Marcos/Guías
    Evaluation practice in Aboriginal and Torres Strait Islander settings
  • Other ways of learning

    There are many ways of supporting learning that don't involve formal courses.
    Marcos/Guías
    National M&E Systems
  • Quality assurance processes

    Processes for ensuring M&E quality include established procedures and standards that are put in place to ensure that monitoring and evaluation activities are carried out effectively and yield reliable, credible r
    Marcos/Guías
    National M&E Systems
  • C4D Hub: Develop an M&E Framework

    A Monitoring and Evaluation Framework outlines the overall RM&E plan for monitoring and evaluating across an entire program, or across different programs
    Marcos/Guías
    Communication for Development (C4D)
  • C4D: Sample

    In some cases, it might be possible to gather data on an entire population (for example, some data might be available from every participant, or about every project), but in most cases, it will be necessary to take a sample of projects, sites, events, or...
    Marcos/Guías
    Communication for Development (C4D)
  • Building and sharing knowledge

    Building and sharing knowledge are important components of a national M&E system.
    Marcos/Guías
    National M&E Systems
  • Make evaluation reports available and engage with primary intended users to make the results accessible

    Actual use of the evaluation findings often depends on how well the report meets the information needs of the primary intended users. Hence, it is important to discuss the content, sharing, and use of the evaluation report and other dissemination products...
    Marcos/Guías
    Manager's guide to evaluation
  • Rendre accessibles les rapports d’évaluation et communiquer avec les principaux utilisateurs prévus pour qu’ils puissent accéder aux résultats

    L’utilisation réelle des constatations de l’évaluation dépend souvent de la mesure dans laquelle le rapport répond aux besoins en matière de renseignements des principaux utilisateurs prévus
    Marcos/Guías
    Manager's guide to evaluation
  • C4D: Manage

    Managing R,M&E involves agreeing on how decisions will be made and ensuring decisions are implemented well. Decisions and choices may need to be revisited and revised throughout implementation.
    Marcos/Guías
    Communication for Development (C4D)
  • Consider important elements of what is being evaluated

    What is being evaluated makes a difference to how it should be evaluated.  It is helpful to identify particular aspects of what is being evaluated and check that these have been addressed in the evaluation design.
    Marcos/Guías
    Manager's guide to evaluation
  • Tenir compte des aspects importants du sujet de l’évaluation

    Le sujet de l’évaluation a une incidence sur la manière dont il devrait être évalué. Il est utile de cerner certains aspects du sujet de l’évaluation et de s’assurer qu’ils sont pris en compte dans la conception de l’évaluation.
    Marcos/Guías
    Manager's guide to evaluation
  • Competencies

    It is important to consider the different types of capacities that are needed in different types of roles to plan, manage, undertake, and use M&E. 
    Marcos/Guías
    National M&E Systems
  • Describe the theory of change

    This section explains how and why you might use a theory of change when commissioning and managing an evaluation. It explains options for how it will be developed or revised, how it will be represented, and how it will be used. 
    Marcos/Guías
    Manager's guide to evaluation
  • Section sur la théorie du changement

    La présente section explique comment et pourquoi vous pourriez utiliser une théorie du changement au moment de mettre en oeuvre et de gérer une évaluation.
    Marcos/Guías
    Manager's guide to evaluation
  • C4D: Understand and engage stakeholders

    Stakeholders are people, community groups and institutions with a stake in the C4D initiative and the associated research, monitoring, evaluation and studies. It is important to ensure their active participation before, during and after the evaluation. In...
    Marcos/Guías
    Communication for Development (C4D)
  • Decide whether the evaluation will be done by an external team, an internal team or a hybrid of both

    Expertise, impartiality, cost, and time are key issues in deciding who will conduct the evaluation.
    Marcos/Guías
    Manager's guide to evaluation
  • Décider si l’évaluation sera réalisée par une équipe externe, une équipe interne ou les deux

    Expertise, impartiality, cost, and time are key issues in deciding who will conduct the evaluation.
    Marcos/Guías
    Manager's guide to evaluation
  • C4D: Report and support use

    These tasks involve creating reports and content from the R,M&E, sharing findings, and supporting use of and learning from the R,M&E with the primary users.
    Marcos/Guías
    Communication for Development (C4D)
  • C4D: Develop R,M&E capacity

    Assessing the capacity, and support for the capacity development needs, of organizations and key partners and community groups and others involved in the R,M&E will help to increase the effectiveness, quality, rigour and utilisation of the overall R,M...
    Marcos/Guías
    Communication for Development (C4D)
  • C4D: Complexity

    Emergent; unpredictable; contradictions; self-organisation The principle of complexity draws our attention to the multiple and changing ‘interconnections’ and ‘inter-relationships’ in C4D initiatives.
    Marcos/Guías
    Communication for Development (C4D)
  • C4D: Determine and secure resources

    Resources needed for R,M&E might include funding (to engage consultants, to cover travel costs, catering, R,M&E materials), time, expertise, willingness to be involved, and existing data. It is important be clear about available resources, and to...
    Marcos/Guías
    Communication for Development (C4D)