PROJECT
FORMULATION,
MANAGEMENT,
MONITORING AND
EVALUATION
PROJECT FORMULATION
Is the development of the
applicable concept, features,
mechanics, and framework
of
the
activities
or
community service your
team plans to execute.
4 MAJOR PHASES
IN
PROJECT
FORMULATION AND
MANAGEMENT
PHASE 1- Idea Generation and
Development of Project Concept
PHASE 2- Preparation for Project
Implementation
PHASE 3- Project Implementation,
Monitoring, and Completion
PHASE 4- Project Closure and
Evaluation
PHASE 1
IDEA GE NERATION
AND DEVELOPMENT
OF PROJECT
CONCEPT
The first phase in the
project
formulation
and
management is the idea
generation and development
of project idea or concept.
STEP 1
Conduct a review of the
results acquired from the
community needs assessment
and plan for an applicable
project identified during the
assessment.
STEP 2
Determine if it is possible to
recruit sponsor/s for the project
(only if possible) and appoint a
Project Team Head who will be
the over-all in-charge in the
management of the activity.
STEP 3
Establish resource
requirements
and
project duration.
STEP 4
Determine the Project
Costs
and
Prepare
Project Budget.
STEP 5
Analyze Risk Involved
and Quantify Benefits for
Both Participating Parties
STEP 6
Allocate Resources. Assign
how much resource will be
given or assign to whom or to
what activity.
PHASE 2
PREPARATION FOR
PROJECT
IMPLEMENTATION
STEP 1
Determine
Stages
and Steps of Project
Implementation,
Prepare Plan of Action.
STEP 2
Brief the Team. It is good
to have the team be informed
of the right attitude toward
the right activity, the objective
of the project, and the
expected outcome.
STEP 3
Identify
Training
Requirement.
Ensure
that
team members are ready for
the service and that the
necessary skills are already
acquired.
STEP 4
Develop and Establish
Control Procedure. Create a
device, tool, or mechanism
that will control deviations on
the flow of events or
happenings from the desired
output.
STEP 5
Determine and Decide
for the Frequency of Team
Meetings.
PHASE 3
PROJECT
IMPLEMENTATION,
MONITORING, AND
COMPLETION
STEP 1
Implementation of the
Project.
STEP 2
Monitor the implementation
of the activities involved and
check for any possible change or
improvement needed.
STEP 3
Capture
Performance
and Document the Project.
STEP 4
Create Status/Progress
Report.
STEP 5
Prepare and Conduct
Project Closure.
PHASE 4
PROJECT
EVALUATION
STEP 1
Prepare for the Project Evaluation.
The information needed to start with
the project evaluation includes:
1. Feedback report from the recipient
of the community service
2. Objective evaluation (with set
criteria) by the community service
provide.
STEP 2
Conduct the Project Evaluation.
From the information available,
analyze the inputs received from to
come up with a realistic, fair, and
objective over-all evaluation that
will give an idea of how well or
poor the project was made.
STEP 3
Compile Project Report. The
very last step is to prepare a
compilation
of
various
documentations
ready
for
achieving, which can be used for
future
references
and
benchmarking.
Monitoring, therefore, is a
process
of
periodically
gathering data pertaining to
the status and formation of
the extent of project/program
implementation.
Purposes of Monitoring
the Plan
A. To provide a systematic method of
collecting data on the implementation
of the plan as implementation is taking
place.
B. To generate information that can be
used for evaluation of the plan.
C. To detect problems in implementation
as they occur for proper corrective
measures.
1.
Evaluation is the
process through which
the
effectiveness
of
services
gauged
against the goals which
the agency sets out to
achieve.
2. Evaluation needs to be a
constant process built into
all levels of program:
● by the participants in all projects;
and
● by the implementors/facilitators/social
workers/CWTS volunteers.
3. Evaluation also needs to
be done
● at the end of learning events;
● at key points in a group, at least
once a month; and
● at regular time in a project (at
the end of each year) before
planning the next year’s program.
4. The value of evaluation
includes:
● seeing the success of the
program/project implementation;
● assessing the weaknesses of the
implementation; and
● clarifying what needs to be
changed, strengthened and
improved.
CLASSIFICATION
OF
EVALUATION
1. PARTICIPATORY
EVALUATION
Is a process of involving
participants in a program to
reflect critically on their own
project, program, aims, and
leadership, is a participantcentered evaluation.
2. NON-PARTICIPATORY
EVALUATION
Is
done
by
nonparticipating parties, usually
the disinterested persons. If
evaluation is biased, then it
does not reflect or give the
real evaluative results.
KINDS
OF
EVALUATION
1. ONGOING EVALUATION
Is conducted while the
workshop/program/activity
still in progress.
2. CONCLUDING
EVALUATION
Is a final evaluation. It is
essential to evaluate a
workshop or program at its
end.
METHODS
OF
EVALUATION
1.
2.
3.
4.
5.
6.
7.
8.
Written evaluation
Informal-oral evaluation
Structured interview
Group discussion method
Observation
Survey
Case study
Slides, photos, or drawings
TOPIC 2: Project Formulation, Management,
Monitoring and Evaluation
Learning Assessment: Read and understand, then
answer the following:
For Submission of output: Pls keep always your output
ready and wait for the instruction when and where the
date of submission.
1. Differentiate monitoring from
evaluating.
2. As student leader of CWTS, how
are you going to monitor the
program or project you have
implemented in the community?
Device steps in monitoring your
project.
3. Evaluation needs to be a constant
process built into all levels of a
program.
a. As a participant how are you
going to evaluate the program?
b. As an implementer (CWTS student)
how are you going evaluate the
program?
4. Which do you prefer, a
participatory evaluation or a nonparticipatory evaluation? Explain
your choice.
5. If you are going to evaluate the
program/project
implementation,
what will you use – an ongoing
evaluation
or
a
concluding
evaluation? Explain your answer.