World Bank Country Office Kyiv, Ukraine Monitoring & Evaluation for Results M&E Training Course World Bank Country Office Kyiv, Ukraine June 9-13, 2008 A. Core Session: June 9-11, 2008 B. Specialized/Advanced Topics Session: June 12-13, 2008 _________________________________________________________________ Background and Key Information The World Bank Country Office in Kyiv, Ukraine, and the World Bank Institute Evaluation Group will sponsor a course, Monitoring and Evaluation for Results, from June 9-13, in Kyiv, Ukraine. The course will be broken into two sessions, with core sessions held from June 9-11 and the specialized/advanced topics session on June 12-13. While the course will draw participants largely from Ukraine, Moldova and Belarus, it is open to other World Bank clients and staff who work in the Europe and Central Asia (ECA) region. The internal and external demands for more regular, more rigorous, and better quality M&E practices require program teams from government agencies to civil society to be better equipped to plan, implement, and oversee a variety of M&E tasks. In some cases the program teams will undertake all of this work. In other cases they will carry out some of it, such as program monitoring, but not have responsibility for other parts, such as evaluations carried out by an independent evaluation body. In order to make sound choices that will result in well planned programs and M&E functions – ideally this should be done at the program design stage – program teams should understand M&E methods and options. Given this, the course aims to expose key M&E approaches to participants who are expected to take a lead role in more systematic M&E use and improved programs, projects, or policies. Course instruction, led by two senior M&E experts from the World Bank, will be conducted in English, with simultaneous interpretation into Russian throughout the course. All materials will be available in Russian and English. CD ROMs of all training materials (in English and Russian) will also be provided to participants. The course will feature group work in the development of common M&E tools, techniques and approaches. Sessions A. Core Session: Essentials of M&E Concepts and Methods This three-day session is intended to provide an overview of M&E methods. The workshop will provide participants with the basic M&E tools, techniques and resources needed for planning, organizing, and/or managing programs and projects. Through exercises and group works participants will learn the links between performance measurement, monitoring and program evaluation. This session will serve as a prerequisite to the specialized/advanced topics session. Note that persons who completed the November 2007 M&E course at the World Bank in Kyiv are not required World Bank Country Office Kyiv, Ukraine to complete this session and may wish to complete only the specialized/advanced topics session. Topics This session will feature the following topics: Common M&E terminology usage, tools, techniques and approaches Use of logic models for planning and program articulation Determination of objectives and evaluation questions Evaluation design strategies and options Indicator and measurement strategies Data collection methods Sampling methods Data analysis methods Reporting options Issues of utilization of M&E information Group Projects – Using Common M&E Tools, Techniques and Approaches The session features group work, allowing participants to gain experience in developing and using some common M&E tools, techniques and approaches. Group work will involve the development of the following tools: (a) logic models, with indicators and measurement strategies; (b) monitoring plans, which involve the specification of indicators, measurement strategies, baseline data, targets, data collection strategies and data sources, assumptions and risks; and (c) evaluation plans, which contain most of the elements of monitoring plans, but with more information about evaluation questions, designs, sampling strategies, analysis strategies and other topics required in planning an evaluation. B. Specialized/Advanced Topics Session: Exploring More Tools and Techniques This two-day session provides in-depth presentations of specialized and more advanced M&E topics. Time will be allotted for practical exercises and informal question and answer sessions around common M&E problem areas. Resources for further study and research in the M&E field will be provided. Participants who complete the core session are expected to complete this specialized/advanced session. This session also targets those who have previously completed the core sessions (e.g., at the November 2007 Kyiv course, or the same course offered at an earlier date in the ECA region). Topics This session will feature the following topics: Strengthening a monitoring system Managing M&E activities Terms of reference for evaluation Evaluation ethics Quantitative and qualitative methods Pros and cons of impact evaluation Format The course will include instructor presentations, case studies, individual and group exercises. World Bank Country Office Kyiv, Ukraine Presenters The course presenters from are: Richard Tobin Lead Monitoring and Evaluation Specialist Jaime Quizon, Senior Evaluation Officer Maurya West Meiers, Evaluation Analyst Sara Okada, Evaluation Analyst/Consultant Participant Selection Ideally, participants will have the following profiles: a basic understanding of M&E/research methods role/position in their respective agency where they have some responsibility for M&E-related functions involving M&E in project management, research, management, training, mentoring or advising; confirmation of availability to attend the full sessions in which they are enrolled; and English proficiency is preferred, but candidates who otherwise meet the above criteria and are non-English speakers are also encouraged to attend (simultaneous interpretation and translation will be provided). Schedule (Tentative) The course will begin at 9:00 am and end at 5:30 pm each day. The morning and early afternoon sessions will feature instruction on core modules and instructor/participant ‘debriefing’ sessions. The mid-afternoon sessions will feature group work. On June 11th, the organizers will host an early evening reception. Certificates will be awarded at the conclusion of the course. A tentative agenda is enclosed. More Information Further information about the content of this course can be obtained from Ms. Sara Okada (sokada@worldbank.org) in Washington, DC, or Yulia Snizhko (ysnizhko@worldbank.org) in Kyiv. For logistical matters, please contact Victoria Yevseeva (vyevseeva@worldbank.org) in Kyiv. Additional information about M&E training offered by the World Bank Institute Evaluation Group is at www.worldbank.org/wbi/evaluation/training. World Bank Country Office Kyiv, Ukraine COURSE AGENDA Kyiv, June 9-13, 2008 Monday, June 9, 2008: Essentials of M&E Day 1 Time Estimate Topic Welcome, Introductions and Overview of Series and Materials Ice-breaker (size appropriate) On note card: Why are you here, how does it relate to your job 9:00 – 10:00 and what would you like to take away from this training? Overview of course material Short presentation of previous workshop participant(s) 10:00 – 11:00 Module 1: Introduction to M&E Definitions and Basic Concepts What is evaluation? Definition and Examples What is monitoring? Definition and Examples Why is it important? Discussion and Suggestions What are some challenges and some enablers? Discussion and Suggestions 11:00-11:15 Coffee Break 11:15-12:15 Module 2: Results Chain Results Chain, Elements and Causality Determining objectives Evaluation plan and evaluation questions 12:15-1:15 Lunch 1:15-3:00 Module 2: Case Exercises Create a Results Chain Develop Evaluation Questions 3:00-3:15 Coffee Break 3:15-5:30 Group Work (Participants’ own project) Create a Results Chain Create Evaluation Plan, Monitoring Plan or Results Framework Tuesday, June 10, 2008: Essentials of M&E Day 2 Time Estimate Topic 9:00-9:15 Review of Day 1 9:15-10:45 Module 3: Indicators and Measures Basic concepts of indicators and measurement and their characteristics Importance of defining key terms Key measurement issues – relevance, validity, reliability: examples 10:45-11:00 Coffee Break 11:00-12:00 Module 3: Exercise Selecting indicators and measures for Results Chain 12:00–1:00 Lunch World Bank Country Office Kyiv, Ukraine 1:00-3:00 Module 4: Evaluation Design Elements of Design Types of Design: pros and cons Common Designs for Program Evaluation Module 4: Case Exercise Choose the most appropriate design for a given project 3:00-3:15 Coffee Break 3:15-5:30 Group Work (Participants’ own project) Create a Results Chain Create Evaluation Plan, Monitoring Plan or Results Framework Wednesday, June 11, 2008: Essentials of M&E Day 3 Time Estimate Topic 9:00 – 9:15 Review of Day 2 9:15-10:45 Module 5, 6 ,7: Introduction to Data Collection, Sampling, Data Analysis Quantitative/Qualitative Data Data Collection methods: Exercise Targets, Baseline and Monitoring 10:45-11:00 Coffee Break 11:00-12:00 Module 5, 6 ,7: Cont’d Sampling: Examples Data Analysis methods: Exercise 12:00-12:30 Conclusions: Utilization and Reiteration of key messages 12:30–1:30 Working Lunch: Case Exercise Finalization 1:30-2:30 Group Presentations of Results Chain & Comments 2:30-2:45 Coffee Break 2:45-4:45 Group Presentations of Results Chain & Comments 4:45-5:30 Evaluation and Certificates World Bank Country Office Kyiv, Ukraine Thursday, June 12, 2008: Specialized Topics in M&E Day 1 Time Estimate Topic 8:30 – 9:30 Welcome, Introductions, Overview and Materials Ice-breaker Refresher on Definition, Terminology, etc 9:30-10:30 Module 1: Strengthening a Monitoring Plan Setting Objectives Baseline Data Data Collection for Monitoring How to Use Monitoring Data for Project Management 10:45-11:00 Coffee Break 11:00-12:30 Module 1: Exercises Creating an Indicator Monitoring Plan for Your Project 12:30-1:30 1:30-3:30 Lunch 3:30-3:45 3:45-5:30 Coffee Break Module 2: Quantitative and Qualitative Evaluations Strengths and Weaknesses of Quantitative and Qualitative Evaluations Mixed Methods Module 2: Exercises Quantitative & Qualitative Data Collection & Data Analysis Assessing and Using Existing Data (Discussion) Observation (Examples and discussion) Surveys (Group work on survey questions) Focus Groups/Interviews (Role-play and discussion) Content Analysis (Individual/Group work) Friday, June 13, 2008: Specialized Topics in M&E Day 2 Time Estimate Topic 9:00-10:00 Module 3: Pros and Cons of Impact Evaluation Different Types of Evaluation What is Impact Evaluation? (Overview, types of different design including natural experiments) Reality of Impact Evaluation (Cost, Time, Technical Issues) Keith MacKay’s Presentation video (National M&E System) 10:00-11:00 Module 3 (Cont’d) 11:00-11:15 Coffee Break 11:15-12:30 Module 4: Managing Evaluation Creating Good TORs Managing M&E Consultants World Bank Country Office Kyiv, Ukraine Utilizing Evaluation Results Evaluation Association 12:30-1:30 1:30-3:30 Lunch 3:30-3:45 3:45-4:45 Coffee Break 4:45-5:30 Evaluation and Certificates Module 4: Exercises Creating TORs Q&A Module 4: TBD*