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MONITORING AND EVALUATING CSI PROJECTS: knowing and showing what we achieve

MONITORING AND EVALUATING CSI PROJECTS: knowing and showing what we achieve. Grant.net meeting, Santam offices 3 November 2011 Presented by: Jerushah Rangasami. Presentation outline. The context: M&E for CSI Why evaluate? Theory of change and theory of action Different types of M&E

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MONITORING AND EVALUATING CSI PROJECTS: knowing and showing what we achieve

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  1. MONITORING AND EVALUATING CSI PROJECTS: knowing and showing what we achieve Grant.net meeting, Santam offices 3 November 2011 Presented by: Jerushah Rangasami

  2. Presentation outline The context: M&E for CSI Why evaluate? Theory of change and theory of action Different types of M&E The Emthunzini Trust grantmaking model Impact Consulting’s approach to supporting M&E for grantees

  3. The context Challenging economic climate and increasing community needs pressure on projects to show funders their outcomes and impact Corporate donors are more understanding of value of impactful projects and want to know what has changed in the world as a result of their funds

  4. The context There is a move towards showing outcomes The majority of projects in SA: Have minimal M&E in place Unaware of / do not have a programme theory Report activities and outputs only (donors often require only this) But projects can’t show their outcomes if they don’t know them.

  5. Why evaluate? • Other intentions? • marketing/fundraising • decision-making (re-funding) Source: Davies/Dart (2005): MSC guide, on http://www.mande.co.uk/docs/MSCGuide.pdfx

  6. Case study: Infant mortality and nutrition

  7. Impact evaluation vs other types of M&E Project Cycle Conceptualisation and design of programme First version(s) of programme implemented “Mature” version of programme implemented Programme outcomes/ effects Clarificatory/theory evaluation (also needs ax, feasibility study) Process evaluation (Formative) Programme Monitoring (Formative/ Summative) Outcome Evaluation/ Impact Evaluation (Summative) Evaluation Activities

  8. Theory of change and theory of action Theory of change Theory of action Gold star on chart Positive reinforcement Go out for ice-cream Negative reinforcement Withhold pocket money

  9. Theories of change/logic models --------------- Change theory ----------------- ----------- Action theory ----------

  10. The Emthunzini model Santam’sEmthunzini Trust is pioneering a new model to address the lack of knowing and showing outcomes They capacitate projects with M&E mentoring so that they can effectively report on their outcomes Impact Consulting provides the mentoring and builds learning through the process

  11. The Emthunzini donor model Aspects of the funding model:

  12. Impact Consulting’s approach to mentoring for outcomes • M&E facilitation and mentorship model with an emergent process, unique to each organisation • Action learning approach with critical reflection as a tool • Building outcomes thinking

  13. M&E for outcomes model Donor Critical steps Funded project Continuous communication & maximum participation Orientation workshop • Intro to M&E • Meet donor, ask questions • Set expectations and timeframes • Interact with other projects • Establish culture of donor relationship • Intro to M&E Series of M&E mentoring workshops • Invited to attend workshops • Kept informed on project progress Strategy & planning Develop M&E framework Tools & reporting template Report review • Receive outcomes reports of a high std • Admin burden absorbed by Impact • Review drafts and provide comments • Ensure preservation of project ownership Field visit (tools and visual outcomes) • Assist with identifying & capturing visual outcomes • On the ground help with using tools and conducting M&E • Visual reporting • Invited to visit the projects on site • Learn about grantees’ experiences with projects and M&E • Communication with all projects Community of practice • Share learnings and best practices • Identify synergies between projects

  14. Successes and challenges of the model Successes Balancing the project’s needs against those of the donor Maintaining project’s ownership of their work Using participatory methods with projects Challenges • Buy-in and participation from the projects (initially see us as donor) • Slow process to outcomes thinking, change management needed • Balancing Impact Consulting’s demand for deliverables and nurturing M&E capacity building

  15. Questions and Feedback Contact: Jerushah Rangasami 082 776 2286 jerushah@impactconsulting.co.za www.impactconsulting.co.za

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