Monitoring and Evaluation Presentation Outline 1 2

Monitoring and Evaluation

Presentation Outline 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. What is Uwezo Fund M&E and Livelihoods projects Life Cycle What is the purpose of M&E Tools Logical framework as a monitoring tool Undertaking M&E Uwezo progress reports Sample logical framework Sample evaluation form Impromptu visits Envisaged Uwezo Fund overall outcome in development

What is Uwezo Fund • Uwezo Fund is a flagship project for Kenya Vision 2030 aimed at achieving the Social Pillar objective of investing in the people of Kenya in order to improve the quality of life for all Kenyans by targeting a cross section of human and social welfare projects and program as entrenched in the Medium Term Plan 2013 -2017

M&E and Livelihoods projects Life Cycle ASSESSMENT What is the nature of the problem? 1 EVALUATION How do I know that the strategy is working? How do I judge if the intervention is making a difference? STRATEGIC PLANNING 2 5 4 MONITORING How do I know the activities are being implemented as designed? How much does implementation vary from site to site? How can the program become more efficient or effective? What primary objectives should my program pursue to address this problem? 3 DESIGN What strategy, interventions and approaches should my program use to achieve these priorities?

What is the purpose of M&E? • Project Monitoring entails the process of routinely and consistently gathering information on the process of project implementation • Evaluation involves the application of rigorous methods to assess the extent to which a programme has achieved its defined objectives

Monitoring tools • Refers to the monitoring and evaluation instruments used during the implementation of a given intervention • They mostly document empirical data during project implementation. • The tools include: lists of participants, registers, application forms, monitoring and evaluation project implementation forms, cameras, videos, GPs, data analysis soft wares, logical frame works, questionnaires, interview guides, observation guides, focus group discussion, project schedules etc

Monitoring tools…cont’d • There are different tools and approaches used in M & E • Some of them are complimentary, some are substitutes and the choice of which is appropriate for any given context depend on a range of considerations. • Examples include: • The uses in which M & E is intended, • The main stake holders who have an interest in the M & E findings, • The speed in which the information is needed • The cost.

What are you concerned with when monitoring Input Process Output Outcome Impact changes at the Population level Programme Monitoring Household Surveys Community Surveys

Explanation of terms Inputs: defined as financial, human and material resources available to implement a project. These entails necessary resources required during project implementation processes. Examples include funds, training materials, expertise, data collection tools, questionnaires, etc Outputs: Immediate results after utilization of inputs. Includes records of the amount disbursed to the groups; copies of documentation of reported activities; list of participants; number of trainings and trainers; no. of workshops; registers; case studies; training venues; training materials

Explanation of terms…con’t • Processes: these demonstrate Activities; reporting writing; dissemination of feedback and feed word. • Outcomes: inlcudes services or products that a project delivers to a target population to produce the expected impacts. • Indicators: are succinct measures that aim to describe as much possible about a system in few points as possible. They are the benchmarks or results that will measure whether an objective has been reached. Indicators help us understand a system compare it and improve it • Impact: refers to lasting results with indicators

Logical framework as a monitoring tool • Log frame helps to clarify objectives of any project, program or policy. It helps in identification of the expected Casual links of inputs, activities, outputs, outcomes and impacts and includes coverage or ‘reach’; across beneficiaries. • It is also an effective tool too guide implementation, monitoring and evaluation and should be updated during implementation to reflect changing conditions

Uwezo progress reports • Agree & adopt a standard reporting format • Submit a quarterly report every 10 th day of the preceding month • Adopt a quarterly reporting schedule

Undertaking monitoring & evaluation • Adopt an M & E reporting format • Adopt an M & E approach • Conduct validation impromptu visits to groups and institutions…( guiding question to be generated on what informs the impromptu visits) • Provide feed back and feed forward

Management, oversight and implementation • Coordinate all the Uwezo fund activities within the constituency. • Participate during capacity building of beneficiaries. • Identify and link local mentors to the groups members.

Sample Logical frame work Key Activities Inputs Risks and Assumptions Key Outputs Expected indicators Outcome Impacts indicators 15

A sample of an evaluation form S/N o. Group Registr Membershi Names ation p Profile Cert No. F P W Ds M Loans Table Duly Recom borrowed banking signed mendati from Documen list of on note other tation. members by the Funds with ID & area e. g, WEF, Tel. Nos chief YEDEF , and others Uwe Gro Types zo up of Fund Busi group Train ness busine ing sses. cert. Ban Perio k d of Acc exist No. ence 16

• Tools and techniques applied for participatory, qualitative monitoring • Documents review a. Surveys b. Discuss with groups, federations and their members. c. Interviews d. Observations e. Listening to people f. Brain storming g. Conversation h. Case studies

ANNEX 1 Uwezo Fund Groups Table Banking Performance Monitoring Indicators Key Indicators 1. meetings 2. 3. 4. 5. Book keeping savings Repayment records Types of Successful Businesses by the members Key output indicators Component Measure Regularity of meetings Weekly > 5 Monthly <5 Attendance at meetings Above half > 5 Below half <5 Correct recording of Update and correct minutes and cash book records > 5 Correct recording of Not update with savings book incorrect record <5 Remarks Score ; 20 marks @ Regularity in weekly savings by members Regular Realization of the amount that should have been saved by the entire group Systematic weekly savings Groups regular target achievement Correct recording of minutes and cash book Correct recording of savings book Milestones recorded Correct Loan repayment records Updated records No. of additional businesses recorded.

Indicators related to Table Banking Concept Regularity of savings from group members Rotation of at least 90% of savings among group members by way of loans, with amounts given to a greater number of members at one time Utilization of at least 70% of the loans for income generation, e. g. , for agricultural purposes, asset building, and loan repayment, etc. More group loans for group activity Prompt repayment with interest Regular meetings of the group members for o Feedback on utilization of amount o Sharing on experience with amount utilized o Exploring various income generation and enterprise options Presence of strong sub-committee within the group to prioritize needs of individual members Strong peer pressure for proper utilization of amounts. Presence and regular update of related books namely: o Savings Register o Loan register o Minutes book o Pass book

Impromptu visits • Adhoc field monitoring visits that are not necessarily detailed. • Resonate from positive or negative information • Gathered key informants pertaining community projects in a targeted phenomena, e. g. , funded projects

Approaches of M&E • Self-monitoring systems at the community (ward) level a. Self-monitoring of fund recipients (youth, women and PWD groups) and their enterprises/businesses; b. Training of CUFMC members on M&E to enable groups at the ward level to monitor their own work. c. Participatory monitoring and evaluation: inculcating M&E skills; accountability and responsibility

Indicators related to Table Banking Concept Regularity of savings from group members Rotation of at least 90% of savings among group members by way of loans, with amounts given to a greater number of members at one time Utilization of at least 70% of the loans for income generation, e. g. , for agricultural purposes, asset building, and loan repayment, etc. More group loans for group activity Prompt repayment with interest Regular meetings of the group members for o Feedback on utilization of amount o Sharing on experience with amount utilized o Exploring various income generation and enterprise options Presence of strong sub-committee within the group to prioritize needs of individual members Strong peer pressure for proper utilization of amounts. Presence and regular update of related books namely: o Savings Register o Loan register o Minutes book o Pass book

Monitoring vs Evaluation Item Monitoring Evaluation Frequency Periodic, Regular Episodic Main Action Keeping track/ oversight Assessment Basic Purpose Improving efficiency Adjusting work plan Improve effectiveness, impact, future programming Focus Inputs/outputs, process Effectiveness, relevance, impact, cost effectiveness Information sources Routine systems, field observations, progress reports, rapid assessments Same plus surveys/ studies Undertaken by Project managers Community workers Community (beneficiaries) Supervisors Funders Program managers Supervisors Funders External evaluators Community (beneficiaries) 23

Envisaged Uwezo Fund overall outcome in development Access to basic needs and social services at individual, family and national level (Improved Living standard measures) Access to gainful employment and enterprises; Face validity measure- actual/concrete; Access to skills/knowledge for Kenyans literate population ( youths and women); Training should be value based; Relevant; Practical and usable linked to access to finances. 24

Demonstrated impact on natural regeneration diversity

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