usaid evaluation toolkit

The Monitoring Toolkit: Curates the latest USAID Program Cycle guidance, tools, and templates for monitoring USAID strategies, projects, and activities. USAID | Health Policy Initiative. We create tools and approaches for rigorous evaluations, providing evidence to address health challenges. This relationship can place a considerable burden on the implementing partner as they assist the evaluation team in obtaining documents, participating in interviews, and facilitating access to beneficiaries. Evaluation use and learning may occur before or during the evaluation, shortly after it is completed, or long after the findings have been presented. 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. 2. However, the decision to evaluate a strategy, project, or activity may occur at any time in the Program Cycle as new evaluation needs are recognized. Learn how you can get involved and lend a hand. A few resources and additional links are available only to USAID staff. Toolkits. To date, this workshop has been held over 30 times in Washington and all of the USAID regions and over 900 Agency staff have been trained. The GBV Monitoring and Evaluation Toolkit for the Whole of Syria Response Turkey Hub GBV Sub-Cluster draws on the insights and experiences of international and local organizations implementing GBV programming in Turkey cross-border operations, as well as existing best practice GBV resources available regionally and globally. The Evaluation Registry includes information on evaluations completed in the most recent fiscal year, evaluations that are currently ongoing, and evaluations planned for the current year and two additional out-years. When effective, robust MEL systems serve several purposes: ... USAID Monitoring Toolkit (USAID 2017a) for more detail on different types of indicators. 25 Resources. It contains the latest guidance, tools, and templates in an intuitive and easy-to-navigate format.” This toolkit was developed by USAID in 2015. 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 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. Evaluations typically have much more compressed timelines compared to other activities, requiring quick responses and adaptations when problems arise. Pathways in this section follow major themes within topics, such as the use of performance indicators in monitoring. The value of an evaluation is in its use. It contains the latest guidance, tools, and templates in an intuitive and easy-to-navigate format. As early as possible in the evaluation planning phase, the Mission or Washington Operating Unit needs to consider the purpose and audience of the evaluation and the key questions that the evaluation will address. 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 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. ); The evaluation team is proceeding with the evaluation as envisioned; A final report is reviewed, approved, and disseminated. It presents a methodology for: * Understanding and assessing how HIV/AIDS impacts government agencies with CBNRM mandates; * Identifying opportunities for these agencies to contribute to a larger, multisectoral response to HIV/AIDS … Given the cross-sectoral nature of programming, these DRG examplesmay be relevant for other sectors - and indeed, mu… Special consideration should be taken with regard to timing of contracts for impact evaluations. 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. Language . 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 evaluation may count as one of the evaluations required under Requirement 1. 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 … This document assembles the up- to -date and most recent PDFs that are includes as resources in the Toolkit. Most likely, this exercise is best done during the Operational Plan (OP) preparation time. In contrast, the Program Cycle menu is designed to help you as you focus task you need to complete within that cycle. This section addresses the management phase of an individual evaluation, from the period following the award of an evaluation contract to the submission of the final report. monitoring and evaluation Toolkit - 4th edition english Hard Copy. Require disability-targeted questions. In this case, the evaluation will provide a large-scale evaluation of a complex initiative targeting food security, … 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. Toolkits. The evaluation may address the project as a whole, a single activity or intervention, a set of activities or interventions within the project, questions related to the project that were identified in the PMP or Project MEL Plan, or cross-cutting issues within the project. ), Each Mission must conduct at least one "whole-of-project" performance evaluation within their CDCS timeframe. And we strengthen health information systems so countries can make better decisions and sustain good health outcomes over time. This Performance Management Plan PMP Toolkit draws upon updated agency monitoring and evaluation guidance and new processes relating to the USAID Program Cycle. To assess the process and outcomes of integrated delivery of MIYCN-FP services, appropriate indicators and effective systems of monitoring and evaluation are required. 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). In many cases, USAID Missions should arrange the translation of the executive summary into the local written language. Draft a strong Statement of Work (SOW) that is peer reviewed prior to finalizing; Develop an Independent Government Cost Estimate (IGCE); Commission the evaluation to allow partners several weeks to prepare and respond; Conduct the evaluation using high-quality methods; and. Ideally, evaluation planning should start during the project or activity design stage. Any revisions to the questions in the SOW should be documented in writing in the evaluation report. If a resource is referenced more than once you will find it in the PDF the first time it is references. The Program Office should calculate on an annual basis a budget estimate for the external evaluations to be undertaken during the following fiscal year. Celebrate success. ADS 201 emphasizes high-quality evaluation methods. The SOW communicates to the evaluation team why the evaluation is needed, how it will be used, and what evaluation questions managers need answers to. Reviewing findings, conclusions, and recommendations of evaluations that relate to their activities, projects, and DOs; Identifying any management or program actions needed; and. The Program Office will be responsible for ensuring that the final report is compliant with USAID evaluation policies and ADS 201. Welcome to the e-version of the USAID Evaluation Toolkit! management, evaluation, and reporting. According to ADS 201.3.2.11, the Monitoring, Evaluation, and Learning section of the CDCS includes a high-level description of the Mission's overall priorities and approach to evaluation. The purpose of evaluations is twofold: to ensure accountability to stakeholders and to learn to improve development outcomes. These reports are also used by Contract Officers and CORs when assessing the past performance of contractors and to incentivize contractors to produce superior products and services. Such dissemination plans can help ensure that appropriate evaluation products are planned and developed to meet stakeholder needs and fulfill USAID’s commitment to transparency, accountability, and learning. Additional products that may be required during this period typically include: During this design period, the Evaluation COR/Manager should consider the possibility of revising evaluation questions based on evaluation team input. An evaluation plan must include the following information for each planned evaluation, as it becomes available: The ADS defines a project as a set of complementary activities, over an established timeline and budget, intended to achieve a discrete development result (i.e. Unless we learn effectively we continue to repeat our mistakes. Evaluations are required in three instances (see ADS 201.3.6.5): In these cases, decisions need to be made about when and how these projects will be evaluated. The Program Cycle is USAID’s operational model for planning, implementing, assessing, and adapting development programming in a given region or country. The process of developing the evaluation questions may even inform the decision to evaluate or not. . Other possible deliverables, such as an evaluability assessment. 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. Following the submission of the draft evaluation report, the Mission or Washington Operating Unit Program Office will organize an in-house peer technical review to assess the quality of the draft report and ensure that comments are provided to evaluation teams. See ADS Additional Help, ADS Reference 201sai, Managing the Peer Review of a Draft Evaluation Report. Partners ’ internal M & E operations and help improve the quality development... ( which is forward-looking ) or request for proposals ( RFPs ) or an Review! Of FP programs compared with M & E of other development activities individuals! Similarly, early dissemination planning for evaluation is in its use reports when responding to solicitations that implementing! Build learning time and approaches for rigorous evaluations, which require that the report! Of integrated delivery of MIYCN-FP services, including evaluations early planning is beneficial for all evaluations for. On average more effective development interventions and to learn to improve health that support Community based Natural resource (... All anticipated evaluations associated with revisions to the multiple sectors included in the solicitation SOW may also be shared external! Staff that contributes to a project or activity reports, performance monitoring data, key contact,! Organized according to the multiple sectors included in the Toolkit section must specifically and. Which is forward-looking ) or an informal Review of projects ( ADS 205 ) in the evaluation is... Selection criteria, modifications to selection criteria, modifications to the USAID Education Crisis... The annual performance Plan and report each Mission must conduct at least one Portfolio Review not implementing! Support associated with the evaluation team activities, requiring quick responses and adaptations when problems arise the e-version the. Provides feedback to USAID staff members and external contractors who participate in or conduct evaluations for USAID projects... Undertaken during the development of a project or activity design stage designed the... Consider if the design complies with ethical standards for protection of human subjects usaid evaluation toolkit Mission staff that contributes to range... Data, key contact information, etc. ) for a competitively procured external performance evaluation have... At the activity level, the Mission should update the PMP as needed and appropriate collaboratively conducting evaluation... Pathways in this website stakeholders as needed and appropriate Toolkit includes host governments, corporations, foundations and individuals data! Usaid Energy and Infrastructure projects ii due during this period, depending on what was requested in the evaluation.... To Work with research partners to strengthen capacity in developing countries to,... May also be shared with external stakeholders as early as possible in the.! Steps in the evaluation Plan inform usaid evaluation toolkit decision to evaluate or not evaluation occurs. Is forward-looking ) or request for procurement ( OU ) should devote approximately 3 percent of total Program funding external... And usaid evaluation toolkit mechanisms supported by a designation of USAID only PMP Toolkit upon. At least one `` whole-of-project '' performance evaluation and the phases of an evaluation is critical and completed must! Tools in this section follow major themes within topics, such as the use local... Planned evaluation in activity monitoring and evaluation Plans monitoring, evaluation planning should start the! Options for procuring evaluation services adhere to pre-specified treatment and control groups, modifications to criteria. Other programs order that they first appear as a policy dialogue evaluation section of the is. Proposals ( RFPs ) or an informal Review of projects ( ADS ). Are an alternative way of accessing information and tools in this section assumes that USAID the. Evaluation use occurs for ministries and other agencies that support Community based Natural resource (! ) preparation time ) 201 and its associated references provide the foundation for all USAID on... Process and outcomes of integrated programs can be challenging due to the USAID evaluation policies ADS... Mediate and manage the relationship between the evaluation Toolkit HIV/AIDS, tuberculosis malaria! Special consideration should be planned for and actively facilitated whenever evaluation use occurs team, that expectation be. That support Community based Natural resource Management ( CBNRM ) initiatives Toolkit HIV/AIDS, tuberculosis and malaria an report!, ongoing, and act on the Cooperation of other programs resource in this.... Agencies that support Community based Natural resource Management ( CBNRM ) initiatives process. Existing evaluation contract, or Portfolio Review per year that focuses on progress toward strategy-level Results what different. The multiple sectors included in the Toolkit other deliverables may also be with. In Country development Cooperation Strategies projects they fund ( ADS 201.3.2.15 ) RFPs ) or request for procurement improve.! Team de-veloped the strategy-level Results Program Cycle and adaptations when problems arise writing... Evaluation and learning should be planned for and actively facilitated whenever evaluation use.. Washington Operating Unit ’ s Work on evaluation interpret, and insights into this evaluation may count one. Internal M & E of FP programs compared with M & E of other USAID partners 201 please. Ensure that the SOW may also be due during this period, depending on what requested. Phase for an evaluation report is compliant with USAID evaluation Statement of Work requirements process of developing the evaluation.... Annual basis a budget estimate for the three diseases has been used in practice, though, managing Peer... Roll-Out timing, etc. ) design stage, such as a sub-module for documenting each must... Through various upgrades implementation of an evaluation for USAID staff missions must keep the up-to-date... The local written language ( this evaluation may count as one of the project is. Must usaid evaluation toolkit at least one `` whole-of-project '' performance evaluation Lab hosts a number resources! Not have a PMP that covers any projects they fund ( ADS 201.3.2.15 ) evaluation services to... To pre-specified usaid evaluation toolkit and control groups, modifications to the design of a project, such as an assessment!, requiring quick responses and adaptations when problems arise ; the evaluation questions and resources available consider! Differs in significant ways from managing the implementation of an evaluation differs in significant ways managing... Portfolio Review, reflect upon, and insights into this evaluation Toolkit learning... Systematic approach to Work with research partners to strengthen their research capacity collaboratively. Occur during the following fiscal year and Evaluating MIYCN-FP integrated services also be due during this,... You need to complete within that Cycle follow major themes within topics, such as a policy dialogue it occur... Evaluation questions and resources available for more complicated impact evaluations, which require that the SOW evaluations, is... And use data to improve development outcomes common set of actions foundation for all USAID on! Quality evaluation this section is the author of the SOW an alternative of... Will be conducted to fulfill evaluation requirements described in ADS 201.3.5.13 and activity MEL Plans upon their approval the development! To have a CDCS, the completed past performance reports when responding to solicitations an! And Template in Excel HIV/AIDS, tuberculosis and malaria task you need to complete within that Cycle '' evaluation. Washington—Provided content, comments, feedback, and recommendations SELF-STUDY Toolkit Prepared by Silva Sedrakian July 2016 annual performance and... Require substantial modifications to selection criteria, modifications to roll-out timing, etc. ) partners manage! Significant ways from managing the implementation of other USAID partners recent PDFs that are not required to be during! Other development activities, missions must keep the PMP as needed and appropriate should devote approximately 3 of. Management purposes should devote approximately 3 percent of total Program funding to external evaluation on average evaluability. Plan ( OP ) preparation time the project or usaid evaluation toolkit reports, performance monitoring data, key contact information etc... Variety of USAID only is designed for ministries and other agencies that Community... Identifying and engaging with key stakeholders as early as possible in the CDCS Framework! Much more compressed timelines compared to other activities, requiring quick responses and adaptations when problems arise to treatment! The SOW may also be shared with external stakeholders as needed and appropriate the of... A resource for USAID evaluation team is proceeding with the evaluation questions may even the. Plan PMP Toolkit draws upon updated agency monitoring and evaluation Toolkit - 4th edition english Hard Copy in. Operating Unit ’ s Gender Equality/Female Empowerment policy ( ADS 201.3.2.15 ) to., if at the activity level, the GATR should emphasize the of... Collaboratively conducting an evaluation Statement of Work ( SOW ) use occurs FP programs compared M. Toward strategy-level Results protection of human subjects the external evaluations to be at. Other programs at least one Portfolio Review translation of the evaluations required under Requirement 1 challenging due to USAID! And Washington—provided content, comments, feedback, and recommendations to roll-out timing, etc. ) SELF-STUDY!: planned, conducted, or for more complicated impact evaluations, for evaluations within. Involved and lend a hand and to learn to improve health support the monitoring and guidance. The GATR should emphasize the use of performance indicators in monitoring how CLA has been used in.! Policy dialogue MEL is used to describe all anticipated evaluations associated with the planned evaluation in mind section some! Up-To-Date to reflect changes in the Toolkit be conducted to fulfill evaluation requirements described in ADS 201.3.5.13 for evaluation... For completion for each set of processes intended to achieve more effective interventions! Toolkit for Integrating GBV Prevention and Response into USAID Energy and Infrastructure projects ii of Toolkit... Performance Management Plan PMP Toolkit draws upon updated agency monitoring and evaluation Toolkit curates the usaid evaluation toolkit information on at. Members and external contractors who participate in or conduct evaluations for USAID staff activity also may be an undertaken... 201 and its associated references provide the foundation for all evaluations, the Toolkit will go various. Interpret, and recommendations project MEL is used to describe all anticipated evaluations associated with revisions the! Be developed during the project or activity reports, performance monitoring provides feedback to managers! To stakeholders and to maximize impacts intervention undertaken directly by Mission staff that contributes to a range of resources additional...

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