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Мethodology of monitoring and evaluation of projects

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12.08.2013 03:00

“Methodology – approach for data collection and analysis and involvement of stakeholders”

Standards for Evaluation in the UN System


We apply the methodology based on Standards for Evaluation in the UN System, OECD DAC summary of key norms and standards for evaluating development cooperation, EU evaluation methods, IOM evaluation guidelines and comparative analysis of existing evaluation reports. The basic evaluation criteria are applied as follows:






Optionally but strictly recommended is also evaluation of the initial project design as such exercise would look at the logic and coherence of the project. More specifically the evaluation criteria and corresponding questions will be determined and coordinated within elaboration of the detailed working plan.


The taken approach will be determined by the aims and objectives of the evaluation. Very generally these objectives can be formulated as following:

 - To collect and analyze evidence on the achievements of the project against chosen criteria,

- To formulate lessons learned both positive and negative,

- To provide corresponding recommendations for future activities and approaches that will ensure more effective project implementation as well as for potential use in similar activities.

For comprehensive analysis and lessons learned formulation both qualitative and quantitative methods can be appropriately used in their combination. The most evaluations actually use mixed approaches. Mixed methodshelp compensate the technical gaps that could be encountered in using only one of quantitative or qualitative methods.

Data collection and analysis tools and methods

For both quantitative and qualitative analysis, a large set of methodologies can be recorded. The most common methodologies of UN and other international agencies are limited to the two available possibilities – using existing data (Secondary data) or collecting new data (Primary data).

This existing data can give information in very large numbers. The review of project documents will provide useful baseline information and an historical perspective of the project. The documentation review can also include videos, electronic data or photos.

However it is strictly important to ensure that the new datais collected to carry out an appropriate analysis and to answer the evaluation questions. To collect new data there is a need to consider which data collection tools are required to be used. Some of the methods are presented below

Direct observation

Itconsists mainly of what can be seen during field travels and project sites visits.


Theyare an important methodology for collecting data and information. Depending on the availability of the stakeholders and operational capacity of the evaluation they can occur face to face, or by telephone, using list of questions and prompts. There are various interviews’ techniques to be chosen in accordance with the character of interviewed audience.


These can be a cheap and quick way of seeking the views of stakeholders. Questionnaires are important tools to gather data from a large number of people in a structured way. A questionnaire can be sent to the above mentioned target group of stakeholders in advance on the inception phase of the evaluation.

Case study

It is the selection of a life story, specific events or of projects activities that can give an insight of a project’s effectiveness and impact.


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