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Methods and Tools

Arts Monitoring and Evaluation Guide

A set of monitoring and evaluation guides produced by South West Arts Marketing aimed primarily at arts practitioners and groups working with very limited resources. Go to http://www.swam.org.uk/lib/Monitoring-and-evaluation-handout.PDF

Toolkit for Developing Monitoring and Evaluation Processes

This toolkit deals with the “nuts and bolts” (the basics) of setting up and using a monitoring and evaluation system for a project or an organisation.  It clarifies what monitoring and evaluation are, how you plan to do them, how you design a system that helps you monitor and an evaluation process that brings it all together usefully.  It looks at how you collect the information you need and then how you save yourself from drowning in data by analysing the information in a relatively straightforward way.  Finally it raises, and attempts to address, some of the issues to do with taking action on the basis of what you have learned. Developed by CIVICUS this is a really useful guide. Go to: http://www.civicus.org/new/media/Monitoring%20and%20Evaluation.pdf

Sport England Monitoring and Evaluation toolkit

This toolkit has been developed using a wide range of information internal and external to Sport England. It provides guidance on collecting information on a wide range of sports related projects. Its use will allow for consistent and robust information to be collected at project level providing an extensive evidence base demonstrating the benefits of sports projects.

http://www.sportengland.org

What is monitoring and evaluation and how do you do it?

Most people involved in running a group, and certainly all of those who have applied for a grant, will have heard the phrase 'monitoring and evaluation'. It isn't always clear, though, exactly what it means. Seen on an application form, or when compiling a report on how money has been spent, it can sometimes seem like a bureaucratic hoop that you need to go through.

Used properly, though, monitoring and evaluation can be a very useful tool and, stripped of the jargon, it isn't too complicated:

  • Monitoring is collecting and recording information about what your group is doing
  • Evaluating is using the information you have collected, together with other information and your overall experience, to get a good clear picture of your group and its work.

Looked at like this almost every group does monitor and evaluate what they do, if only informally: counting how many people turn up at a meeting is monitoring, and chatting about how an event went for a few minutes at the end is evaluation.

The Resource Centre information sheet on Monitoring and Evaluation aims to help when you need to do something more systematic than that. It aims to help you think about your work and its effects more clearly, and to do so in a more formal way that lets you demonstrate to the outside world, such as funders, that what you are doing is useful. It looks at

  • Why you should monitor and evaluate your work
  • How you should go about planning your monitoring and evaluation
  • Some techniques for monitoring
  • Some things to think about when evaluating

We also give a couple of case studies, which will hopefully make some of the issues clearer. This information sheet is intended as a simple introduction. Monitoring and evaluation, especially for larger groups, can become quite complicated and so we also give some other sources of information which you might find useful.

The Charities Evaluation Service

The Charities Evaluation Service helps strengthen the voluntary sector through helping members of voluntary and community organisations develop their own approaches to enhancing the quality of their services; establishing self-evaluation and quality systems, and improving the management of their organisations.

Monitoring and Evaluation

Department for International Development guidelines

The Department for International Development's Central Research Department (CRD) has produced guidelines on monitoring and evaluation.  Go to:

http://www.dfid.gov.uk/research/evaluations.asp

Governance and Social Development Resource Centre guide

This guide introduces some of the core debates and considerations for development practitioners involved in designing and managing monitoring and evaluation (M&E) activities. It provides case studies of applying different methodological approaches, tools for step by step planning and lessons learned from international experience of M&E in a range of developing country contexts.

 http://www.gsdrc.org/go/topic-guides/monitoring-and-evaluation

Unicef guidance

Children Participating in Research, Monitoring And Evaluation Ethics and Your Responsibilities as a Manager

http://www.unicef.org/evaluation/files/TechNote1_Ethics.pdf