This M&E planning tool will help your health partnership to think through the practical implications of your

monitoring and
evaluation plans and ambitions. In this way, it will be a guide for both implementing and reviewing your M&E plans. You will
need to have written a project plan (‘logframe’) with indicators first.

Monitoring and evaluation plan – Guidance and Example Areas of focus for planning

Indicator Source of Baseline at project Data gathering methods: Data use: Costs
information (aka outset a) Expertise needed a) Collation Frequency and
‘Means of b) Responsibility b) Analysis Timeframe
Verification’) c) Feedback
d) Process review
e) Responsibility
List the This is where you will Record for the This section will help you check whether your M&E plan is realistic.
indicators you find the data for your indicator before the
have chosen indicators e.g.: a project began. Reporting and data use
for each course register, an Your baseline does Donor reports will have a defined structure but consider also how you can use your
objective – interview, a survey, not change as the results to inform other stakeholders and how best to do this e.g. a meeting with project
output, an audit. project progresses; it coordinators; or case stories. For more on communicating results see the THET
outcome, goal Choose appropriate is the means by resource ‘Project Monitoring’.
– as specified sources, bearing in which you can show a) What expertise is For data use, consider the Costs: for each
in your project mind issues such as the difference that needed? Does the stakeholders that will be aspect of data
plan reliability, data your project has partnership already have interested and how best to gathering and use,
quality, resource made. this available, where? present the data for those from materials to
entailed. At the end of the What is the expert’s stakeholders. transport and
project, you can availability? Etc. telecommunications.
compare your b) Who has oversight for a) How will you bring the data
results to the gathering the data? How together – e.g. in a Frequency and
baseline to see how much time do they have meeting, by collating forms, Timeframe: how
far you have moved. available to do this? Is it a online? often must you
new responsibility or one b) What expertise is needed? collect the data?
they are already doing i.e. Any computer software? When do you need
Ideally, use the same how will it impact on What evaluation question is the data by and is
source of their role? Are they the analysis addressing? this feasible given
information that you motivated? c) Forums to feedback results the time and human
will use to measure to internal and external resource available?
 later in the project; stakeholders? When?
if you are setting up Informal feedback systems
measurement for your direct beneficiaries
systems yourself, – how can you
you may not have communicate positive
any baseline data, in changes in their behaviour
which case use your to the health workers
needs assessment as themselves? Who will do
a baseline (see this, when, and how often?
examples below) d) Will this data explain how
well your methods are
working? If so, how will you
move from results to
actions?
e) Who is responsible for the
above points in relation to
this indicator? Why this
person? Also see (c) under
column Data Gathering
Methods
EXAMPLES
Number of Assessment records No baseline data; a) Technical knowledge to a) Paper assessment scored Costs: printing costs
nurses scoring Nurses observed to score tests therefore, UK typed into Excel for hard copy
75% or more in lack skill x. volunteers delivering b) Basic analysis: numbers assessments.
post-training training scoring 75%, by training Telecomms costs for
assessment b) UK volunteers delivering session. Results to inform developing country
training and assessment. question on efficacy of partner coordinator
Scoring to take place training delivery. to communicate
within 1 day of training, c) Feedback to developing results and concerns
while still on visit so does country Coordinator and to UKP.
not encroach on time institution management.
back in UK. d) If results for first 2 courses Frequency and
are below expectations for Timeframe: After
 numbers scoring 75% or each training session
more, review assessment (training happens
criteria and speak to once a quarter,
training deliverers about lasting 2 days).
modifications. Analysis of first 2
e) Developing country partner sessions must
coordinator does basic happen within one
results analysis, feedback week so that any
and review. changes needed can
be incorporated into
next training.

Feedback to
institution
management to
happen following
each training session
with a summary and
actions at the end of
2 training sessions.

Self-reported Nurse interviews Nurses report very a) Interviewing skills and a) Interviews typed up. Costs: research
confidence low levels of sufficient autonomy from b) Qualitative analysis for volunteer flight and
[e.g. to deal confidence project/managers – UK examples of practice, subsistence.
with obstetric MSc student. Analytical including quotes that Materials:
emergencies] skills to aggregate data – describe nurses’ perceived stationery, recording
UK MSc student. (un)improved confidence. equipment.
b) Ultimate responsibility Also, thematic analysis for
Coordinators. Task common enablers and Frequency and
responsibility – MSc barriers (e.g. lack of Timeframe: Every 6
research volunteer. equipment) to using skills months. Due to
to manage obstetric costs, interviews can
emergencies. only take place once
c) Careful feedback needed as during project – 6
personal testimony – firstly months before
between UK & DC partners. project completion.
Research volunteer 1 week to do
feedback common themes interviews. 2 weeks
in synthesis report, internal to do write-up and
audience. synthesis. Total = 3
d) Data may reveal barriers to weeks.
change – Coordinators to
review and consider
implications for project
sustainability.
e) Coordinators.
 Monitoring and Evaluation Plan - Template

Indicator Source of Baseline at project Data gathering methods: Data use: Costs
information outset a) Expertise needed a) Collation Frequency and
b) Responsibility b) Analysis Timeframe
c) Feedback
d) Process review
e) Responsibility