Several organisations run several projects and programmes to a chive their organisational goals and mandate. These projects and programmes are run across several countries and regions which requires a comprehensive approach towards measuring the performance and indicator mapping. To measure their progress towards achieving these goals, Monitoring and Evaluations Frameworks are put in place to fast track projects/programme planning, reporting and learning.
In all circumstances, these organisations have common chain of requirements and business rules that Monitoring and Framework should Address;
1.Organisational wide goals and Performance Indicators;
2.All projects/programs contribute to the global organisational goals;
3.When a new project is started, it is setup with all levels of monitoring (Global Goal; Goal, Result Areas, Indicators, Data Collection tools);
4.Users are assigned to the various projects, programs and Global Goals;
The challenge however is when M&E Framework is manually operated. It is time consuming, costly, delays data capture and management and is subject to various sources of errors. Manual M&E systems require Monitoring and Evaluation Specialists in each of the countries to convene all project implementers and start the process of data capture, management and reporting.
In order to better aid planning, monitoring, budgeting, reporting, and evaluation within the operational countries, project/programme implementers need to automate and align the manually operated M&E with the modernized and user-friendly Monitoring and Evaluation Systems. These automated system should be more efficient and have the capacity to accommodate all the performance indicators in the project/programmes Logframe, as well as give room for future enhancements.
Consequently, organisations automate and align their Monitoring, Evaluation, and Reporting (MER) Framework to make them efficient, stable, secure, expandable and inter-operable.
Benefits of Automated M&E Systems.
Through automation, the organisation will achieve the following benefits;
- Ability to monitor interventions at the regional, national and local levels, including the baseline assessment component.
- Ability to provide quick analysis of trends and comparisons against indicator targets. This calls for clear definition of tools for the collection, entry, and analysis of baseline data.
- Ability to generate periodic (bi-annual and annual) reports. The system may at times have provisions for users to be able to customise the reports generated.
- Making the M&E framework more user-friendly accessible on a secure platform.
- Enhance the capacities at the regional, national and local levels in the use of standardized regional, national and local M&E Framework.
- Ability to house all projects and programmes performance data and progress information in a single platform (periodic reports on program activities, success stories, technical training and events calendars);
- Ability to import and export data to and from specified external databases into specified tables and fields, either through direct access or importing data from an industry standard data file format;
- Provide interfaces for multiple users and stakeholders (Managers/Assistants, representatives from M&E, Finance, and Procurement offices, as well as Project Principal Investigators, scientist(s), and M&E officers);
Key Features to look out for in Automated M&E Systems
This displays the logical framework which has been set up by the system owner preferable the M&E officer. The results framework further expands to display the program and project logical frameworks at the different outputs levels
The corporate dashboard displays indicator progress against the planned in a Chart/Tabular format.
The program dashboard displays indicator progress against the planned in a Chart for all the Organisation’s programs.
The project dashboard displays indicator progress against the planned in a Chart for all the projects.
The M&E set up enables users to change reporting periods in the system and also set up corporate logical framework, program logical frameworks and project logical frames works. this should also cater for linking to super goal, goal, purpose, output where all the indicator, assumptions and sources of verification are set up. The organisational programs and sub programs are also set up in this module.
This section allows Result area Lead and staff Member for the different projects to enter a performance narrative report;
This section displays all publications and knowledge products for the different programs and allows users to add new publications.
This displays project quantitative Monthly/quarterly/semi-annual performance. actual figures of project performance are entered here. Quantitative figures that have been achieved by projects are entered in this section.
This section displays a list of projects that are being undertaken by the Organisation and their lead institutions. It also provides for entry of new projects whether completed, close or ongoing with all its project information.
The work plan module enables system user to enter targets for their projects, programs and corporate level.
This shows the aggregation of project targets and Baselines at Organisational level. All the targets and baselines entered for the various projects is aggregated and displayed at organisational level.
- Program Committed Targets and baselines
This module displays program annual targets and baselines. All project targets and baselines entered is aggregated and displayed at program level.
- Project Targets and baselines
This enables project managers and result leads to enter their project targets and baselines.
This section displays the various reports generated by the system. Among them include;
Projects by program, country
Projects by funding instrument
Annual work plan
Annual Performance against Indicators
Cumulative performance against indicators
Cumulative annual performance against indicators
Performance against annual and operational targets
This section contains a list of uploaded documents and also provides for upload of new documents in to the system for different system users to view.
Indicators can be grouped into categories (based on each Results Area) for ease of reference. There should be a provision to enter targets and baselines for the indicator for the reporting period, as well as the actual figures as picked from projects or Program) reports. Users should be able to view a summary of data per indicator for each project (under the M&E section), as well as cumulative totals per indicator (at report level).
This tab should allow entry of scores on selected set of indicators. Milestone tracking can be done quarterly or semi-annually. The system should calculate percent completion over a specific reporting period and track progress if there are any follow-ups and remedial actions needed.
The System should have a generic tab that caters for performance review of each of the projects or programs. These tabs should allow for data entry where a brief update is given upon accomplishment of a certain activity. The updates should include highlights and key action points for the projects. The responsible staff would be expected to type a memo in their relevant fields and if necessary, send an email from the database for follow-up actions to be carried out.
In this tab, there should be a list of areas where project activities are carried out. The lists should link Region, Country, Province, District, and corresponding GPS coordinates for mapping purposes. This section should also provide a brief description of the location.
Case Studies
- UNDP
The Resident Coordinator’s Office (RCO) in Uganda developed an electronic Management Information System – eMIS: (http://ug.one.un.org ) in 2011 for the Joint Peace Building Fund programmes to increase the coordination, M&E and reporting capacity of the UN in Uganda. The eMIS has since undergone several revisions to first include all the UN joint programmes (JPs), and eventually the UN Development Assistance Framework (UNDAF).
The use of the eMIS helped to increase efficiency and reduce costs through a results-based M&E and reporting, and also boosted information availability and accessibility for evidence-based planning.