Given the cross-sectoral nature of programming, these DRG examplesmay be relevant for other sectors - and indeed, mu… Relevant and non-procurement sensitive parts of the SOW may also be shared with external stakeholders as needed and appropriate. An evaluation design describes and documents how the data collection and analysis methods will be used to produce credible evidence for answering all of the evaluation questions within the time and budget constraints. This will help ensure that a project or activity and its monitoring system are designed with the planned evaluation in mind. The Monitoring Toolkit: Curates the latest USAID Program Cycle guidance, tools, and templates for monitoring USAID strategies, projects, and activities. ), The development of an Evaluation Statement of Work (SOW) is one of the most significant steps in the evaluation planning process. Ideally, the evaluation purpose and questions will be developed during the design of the project or activity to be evaluated. The Evaluation COR/Manager will ensure that: In the period following the award of the evaluation contract, but prior to data collection, an evaluation design is the one deliverable required by USAID policy. 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. The Evaluation COR/Manager must help mediate and manage the relationship between the evaluation team and the implementing partner being evaluated. Missions must update the PMP with new project indicators, evaluations, and learning efforts as each new Project Appraisal Document (PAD) is approved. In practice, though, managing the implementation of an evaluation differs in significant ways from managing the implementation of other development activities. This section provides some limited guidance on designs and methods for conducting an evaluation for USAID. The USAID Education in Crisis and Conflict Team de-veloped the . Other Added April 6th, 2016 12:35 Reporting: Planned, ongoing, and completed evaluations must be reported annually in the Evaluation Registry of the annual Performance Plan and Report. The draft report will also be shared with implementing partners whose projects (or activities) are examined in the evaluation and other organizations who contributed funding to the evaluation or the project/activity being evaluated. It may occur during the development of a CDCS, the design of a project or activity, or portfolio review. What is different about M&E of FP programs compared with M&E of other programs? 2. 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 … Pathways in this section of the E3 kit help build a broad understanding of topics. In this case, decisions need to be made about whether to evaluate, what type of evaluation (performance or impact) to conduct, what type of evaluation team (internal or external) would be appropriate, and when the evaluation should be conducted. Collaboration is a principle that is integral to all stages of the USAID Program Cycle, including evaluation. EVALUATION TOOLKIT RESOURCES . MEASURE Evaluation, which is funded by the United States Agency for International Development, created this toolkit is to help evaluators engage in collaborative implementation. The audience for this toolkit includes host governments, USAID and other donors, and project implementers. Per ADS 201.3.6.8, “Except in unusual circumstances, the key elements of the design [of the evaluation] must be shared with implementing partners of the projects or activities addressed in the evaluation and with related funders before being finalized.”. Similarly, early dissemination planning for evaluation is critical. The PD/PM Toolkit will help bureaus, offices, and posts design their activities in a way that effectively advances broader strategic goals, utilizes useful monitoring and evaluation, and enables learning to occur The development of an Evaluation Statement of Work (SOW) is one of the most significant steps in the evaluation planning process. The United States Agency for International Development (USAID) has a long history of investing in programs that ... larger monitoring, evaluation, and learning (MEL) system. Evaluation at USAID is defined as the systematic collection and analysis of data and information about the characteristics and outcomes of one or more organizations, policies, programs, strategies, projects, and/or activities as a basis for judgments to understand and improve effectiveness and efficiency, timed to inform decisions about current and future programming. 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). decision making.” (USAID Evaluation Toolkit: Guidance, Tools, and Resources for Planning, Managing and Learning from Evaluations, April 2015, p. 7). This estimate does not include implementing partners’ internal M&E operations. 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 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. 7 Resources. Making Injectables Available in Malawi. A Country Development Cooperation Strategy (CDCS) articulates country-specific development hypotheses and sets forth the goal, objectives, results, indicators, and resources levels that guide Project Design and Implementation, Evaluation, and Performance Management, and inform annual planning and reporting processes. Per ADS 201, the strategic Portfolio Review should consider (1) what has been learned during evaluations (along with other sources of evidence) and (2) the status of post-evaluation action plans for evaluation findings and their use in respective decisions. The Program Office is responsible for ensuring that the SOW is compliant with. Unless we learn effectively we continue to repeat our mistakes. A few resources and additional links are available only to USAID staff. The Toolkit is designed to serve as an ongoing resource for USAID staff engaged in performance management roles as they plan for and manage effective performance monitoring and evaluation over the course of the Mission’s strategy. 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. Each Mission and Washington OU must conduct an impact evaluation, if feasible, of any new, untested approach that is anticipated to be expanded in scale or scope through U.S. Government foreign assistance or other funding sources. In many cases, USAID Missions should arrange the translation of the executive summary into the local written language. However, SOWs may differ for internal evaluations, for evaluations planned within an existing evaluation contract, or for more complicated impact evaluations. Building a Safer World: Toolkit for Integrating GBV Prevention and Response into USAID Energy and Infrastructure Projects ii. This section must specifically identify and describe any evaluations that will be conducted to fulfill evaluation requirements described in ADS 201.3.5.13. Each Mission must prepare a Mission-wide PMP within three months of CDCS approval. Evaluations typically have much more compressed timelines compared to other activities, requiring quick responses and adaptations when problems arise. The decision to evaluate a strategy, project, or activity should be based on the decision-making needs of a Mission or Washington OU, the policy requirements for evaluation, learning needs, and practical considerations. Evaluation in Activity Monitoring and Evaluation Plans It is a reference of considerations for designing, managing, and evaluating youth and democracy, human rights, and governance (DRG)-related programs. 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). For external evaluations, the completed SOW is typically incorporated into a request for proposals (RFPs) or request for procurement. Pathways in this section follow major themes within topics, such as the use of performance indicators in monitoring. Evaluation Throughout the Program Cycle Evaluation in Country Development Cooperation Strategies . The evaluation section of the Project MEL is used to describe all anticipated evaluations associated with the project. USAID Learning Lab hosts a number of resources and examples that showcase how CLA has been used in practice. In this case, the evaluation will provide a large-scale evaluation of a complex initiative targeting food security, … An activity also may be an intervention undertaken directly by Mission staff that contributes to a project, such as a policy dialogue. Monitoring and evaluation tools are being developed. Although procurement typically occurs at the end of the planning phase of the evaluation process, the Evaluation POC (or designee) should work with their contract officers to consider possible mechanisms early in the planning process, since the choice of mechanism can have implications on the budget and timing of the evaluation. Publish Date: June 2018 Author: MCSP The goal of this toolkit is to provide structured and effective training for community health workers, early intervention therapists, midwives, clinical officers, and other service providers who will be implementing the Therapeutic Early Stimulation (TES) Package as well as coaching parents in their catchment areas. This section of the Community-Based Family Planning Toolkit contains country experiences, program assessments, case studies, lessons learned, and other country-specific CBFP materials from African nations. It is a resource for USAID staff members and external contractors who participate in or conduct evaluations for USAID. Recommend that someone with disability expertise be on the evaluation team. However, SOWs may differ for internal evaluations, for evaluations planned within an existing evaluation contract, or for more complicated impact evaluations. ADS 201 emphasizes high-quality evaluation methods. 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. They are included in the order that they first appear as a resource in the Toolkit. As with all IGCEs, it serves as the basis for reserving funds during acquisition planning; it provides the basis for comparing costs or prices proposed by offerors/applicants; and it serves as an objective basis for determining price reasonableness in cases in which one Offeror/Applicant responds to a solicitation. Completing an evaluation report is not the end of the evaluation process. 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. The USAID Program Cycle The Program Cycle, codified in the Automated Directive Systems (ADS) 201, is USAID’s operational model for planning, delivering, assessing, and adapting development programming in a given region or country to achieve more effective and sustainable results in order to advance U.S. foreign policy.. Review, reflect upon, and act on the evaluation findings, conclusions, and recommendations. The Evaluation Toolkit curates the available information on Evaluation at USAID. Follow these pathways to join and contribute to USAID’s effort to infuse learning into USAID’s culture as well as its planning and management processes. 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. If the evaluation was contracted, the Evaluation COR should, when applicable, access the Contractor Performance Assessment Reporting System (CPARS) to file a Contractor Performance Assessment Report within 60 days of the completed evaluation. MEASURE Evaluation, which is funded by the United States Agency for International Development (USAID), has provided technical and financial assistance to strengthen RHIS for more than 15 years. 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. This section addresses the planning phase for an individual evaluation, from the decision to evaluate to the procurement of evaluation services. In addition, USAID staff may lead and/or participate in internal evaluations. UN United Nations . 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. 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. USAID United States Agency for International Development . 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. 1. ADS 300: Agency Acquisition and Assistance (A&A) Planning, Monitoring and Evaluation Platforms: Considerations for Design and Implementation Based on a Survey of Current Practices, Monitoring, Evaluation and Learning Platforms Assessment Report (2017), Interactive Map of VOPEs (Voluntary Organizations of Professional Evaluators), The Ideal Prospective Impact Evaluation Timeline, Government Accountability Office: Designing Evaluations (2012 Revision), The Road to Results: Designing and Conducting Effective Development Evaluations, Real World Evaluation: Working Under Budget, Time, Data, and Political Constraints: A Condensed Summary Overview, Evidence-based practical guidance and templates on how to successfully design and implement a Developmental Evaluation for Evaluators and firms that manage DEs, ADS Additional Help, ADS Reference 201sai, Managing the Peer Review of a Draft Evaluation Report, Checklist for reviewing a randomized controlled trial, Development Experience Clearinghouse (DEC), Annual Performance Plan and Report Guidance, User Manual for Contractor Performance Assessment Reporting System (CPARS), How-To Note: Evaluation Statement of Work, How-To Note: Preparing Evaluation Reports, How-To Note: Activity Monitoring, Evaluation, and Learning Plan, Additional Help: Staff Roles and Responsibilities for Monitoring, Evaluation, and Learning, Evaluation Stakeholder Participation Planning Matrix, Developing an Evaluation Dissemination Plan, Complexity-Aware Monitoring Discussion Note (Brief), Discussion Note: Making Evidence Accessible through Evaluation Synthesis, How-To Note: Prepare and Maintain a Performance Management Plan (PMP), Multi-Year PMP Evaluation Plan Guidance and Templates, How-To Note: Developing a Project Logic Model (and its Associated Theory of Change), Monitoring & Evaluation for a G2G Agreement, Additional Help: Activity Monitoring, Evaluation, and Learning Plan Template, Deciding to Evaluate During Project Design, Choosing Between Internal and External Evaluations, Conducting an Evaluability Assessment for USAID evaluations, Tips for Developing Good Evaluation Questions, Technical Note: Mixed-Methods Evaluations, Evaluation Statement of Work Checklist and Review Template, Evaluation Statement of Work (SOW) Peer Review Process, How-To Note: Engendering Evaluation at USAID, Developing an Independent Government Cost Estimate for a Performance Evaluation, USAID Staff Participation in External Evaluations, Sample Disclosure of Conflict of Interest Form, Technical Note on Evaluative Case Studies, Lessons Learned Managing External Performance Evaluations, Evaluation Report Checklist and Review Template, Managing the Peer Review of a Draft Evaluation Report, USAID Evaluations: Statements of Difference Guidance, Submitting a USAID Evaluation to the Development Experience Clearinghouse (DEC), Exceptions to Public Disclosure of USAID-Funded Evaluations and Action Memo Template, USAID Evaluation Registry: Data Collection Template, Integrated into the Design of Strategies, Projects, and Activities, Unbiased in Measurement and Reporting, Independent, and Objective, Based on Best Methods of Appropriate Rigor, Oriented toward Reinforcing Local Ownership and National Self-Reliance. 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 … USAID’s Evaluation Policy has raised the bar for what constitutes a high quality evaluation. It is also distinct from performance monitoring, which is an ongoing and systematic collection of performance indicator data and other quantitative or qualitative information to reveal whether implementation is on track and whether expected results are being achieved. Evaluation is distinct from assessment (which is forward-looking) or an informal review of projects (ADS 201). An After-Action Review (AAR) is one formal means of capturing such lessons. See ADS Additional Help, ADS Reference 201sai, Managing the Peer Review of a Draft Evaluation Report. 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. The RERA Toolkit is consistent with . TABLE OF CONTENTS . At a minimum, this requires the posting of evaluation reports to the Development Experience Clearinghouse (DEC) and evaluation data to the Data Development Library (DDL). Determining Evaluation Purpose and Evaluation Questions, Managing and Monitoring an Evaluation Team, Assessing the Evaluation Process and Evaluator Performance, Strengthening Evidence-Based Development: Five Years of Better Evaluation Practice at USAID, Model Mission Order on Performance Monitoring, Evidence-based practical guidance and templates on how to successfully design and implement a Developmental Evaluation for funders of DEs, ADS 201mab, USAID Evaluation Statement of Work Requirements, Good Practices for Peer Reviews of Evaluation SOWs, Assessing the Quality of Education Evaluations, A Commissioner's Guide to Probability Sampling for Surveys at USAID. In this case, the evaluation will provide a large-scale evaluation of a complex initiative targeting food security, agricultural development, nutrition and related services. 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. Improvement Methods Toolkit from the USAID ASSIST Project AUGUST 2020 USAID Applying Science to Strengthen and Improve Systems (ASSIST) Project DISCLAIMER The contents of this report are the sole responsibility of University Research Co., LLC (URC) and do not necessarily reflect the views of the United States Agency for … USAID Learning Lab hosts three toolkits to provide USAID staff and implementing partners with a curated set of resources to plan, implement and integrate … 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. MEASURE Evaluation is funded by USAID to strengthen capacity in developing countries to gather, interpret, and use data to improve health. This includes required, non-required, external and internal evaluations. For evaluation, separate pathways guide you to resources for Performance Evaluation and Impact Evaluation. . Learn how you can get involved and lend a hand. Strategies/projects/activities that are not required to be evaluated may still be evaluated at any point in implementation for learning or management purposes. This toolkit is designed for ministries and other agencies that support Community Based Natural Resource Management (CBNRM) initiatives. After the Portfolio Review, the Mission should update the PMP as needed to reflect changes in the evaluation plan. A featured resource in this section is the Key Considerations for Monitoring and Evaluating MIYCN-FP Integrated Services. 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. A Performance Management Plan (PMP) is a Mission-wide tool for planning and managing the process of monitoring strategic progress, project performance, programmatic assumptions, and operational context; evaluating performance and impact; and learning and adapting from evidence. Part of the value-added function of the Program Office is to suggest potential implementing mechanisms for carrying out the evaluation. Per ADS 201, USAID Operating Units (OU) should devote approximately 3 percent of total program funding to external evaluation on average. Rapid Education and Risk Analysis Toolkit (RERA Toolkit) in order to support the critical first step of better understanding the situation of edu-cation systems and learners and their complex and volatile contexts. Improvement Methods Toolkit from the USAID ASSIST Project. 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