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VALUE CHAIN MONITORING
 AND EVALUATION GUIDE

MODULE
9

             Training and Capacity Building
             for All Personnel Responsible
                     for M&E Activities
GETTING
               STARTED




1

May 22, 2012
GETTING
               STARTED




2

May 22, 2012
GETTING
               STARTED




3

May 22, 2012
MATERIALS / INPUTS
        RECOMMENDED
               All M&E system
                components developed
                to this point
               Staff with experience
                conducting trainings on
                M&E
               Staff with experience in
                adult learning
                methodologies
4

May 22, 2012
STEP-BY-STEP GUIDE

    1
               • Reassess Training Needs


    2
               • Create a Training and Capacity Building Plan


    3
               • Develop Training Content


    4
               • Provide Training


    5
               • Monitor Training Effectiveness

5   6
               • Provide Additional Training as Appropriate
May 22, 2012
STEP-BY-STEP GUIDE:
               STEP 1
               Know Your Training
                    Needs!
        •Refer to resource and capacity
        assessment completed earlier
        •Training needs assessments can be
        informal or formal
        •Larger projects vs. smaller projects

6

May 22, 2012
STEP-BY-STEP GUIDE

               • Reassess Training Needs
    1

               • Create a Training and Capacity Building Plan
    2

               • Develop Training Content
    3

               • Provide Training
    4

               • Monitor Training Effectiveness
    5

               • Provide Additional Training as Appropriate
7   6
May 22, 2012
STEP-BY-STEP GUIDE:
                STEP 2
               Items in M&E Training and
                 Capacity Building Plan:
        •Topics
        •Persons to be trained
        •Persons to deliver training
        •Dates and Locations
        •Budget
        •Available/to be acquired
        training resources
8

May 22, 2012
STEP-BY-STEP GUIDE

    1
               • Reassess Training Needs


    2
               • Create a Training and Capacity Building Plan


    3
               • Develop Training Content


    4
               • Provide Training


    5
               • Monitor Training Effectiveness

9   6
               • Provide Additional Training as Appropriate
May 22, 2012
STEP-BY-STEP GUIDE:
               STEP 3
        Training Content should
     Causal     include:     Key
     Model                                        Performance
                                   Data
                 M&E                               Indicators
                                  Analysis
                Syste
                   m
                Clients                      Practical Experience

 Other                  Roles and
  M&E                 Responsibilities
 Design                                              Information
Features                                              Gathering
10                        Can you think of             Methods
May 22, 2012
                            any others?
STEP-BY-STEP GUIDE

     1
               • Reassess Training Needs


     2
               • Create a Training and Capacity Building Plan


     3
               • Develop Training Content


     4
               • Provide Training


     5
               • Monitor Training Effectiveness

11   6
               • Provide Additional Training as Appropriate
May 22, 2012
STEP-BY-STEP GUIDE:
               STEP 4


                  QUIET
                 PLEASE.
               TRAINING IN
                PROGRESS.
12

May 22, 2012
STEP-BY-STEP GUIDE

     1
               • Reassess Training Needs


     2
               • Create a Training and Capacity Building Plan


     3
               • Develop Training Content


     4
               • Provide Training


     5
               • Monitor Training Effectiveness

13   6
               • Provide Additional Training as Appropriate
May 22, 2012
STEP-BY-STEP GUIDE:
           STEP 5
         TRAINING DOES NOT GUARANTEE SKILLED TRAINEES




                      NEED TO MONITOR TRAINING
                           EFFECTIVENESS


         FORMAL                                    INFORMAL




Occurs during routine                 Consists of planned and periodic
interactions with project             methods for observing the
management and staff,                 implementation of the M&E
implementing partners, and other      system, discussion of
people responsible for
14                                    implementation issues with
May 22, 2012
implementing the M&E system.          implementers, review and
                                      analysis of M&E information, etc.
STEP-BY-STEP GUIDE

     1
               • Reassess Training Needs


     2
               • Create a Training and Capacity Building Plan


     3
               • Develop Training Content


     4
               • Provide Training


     5
               • Monitor Training Effectiveness

15   6
               • Provide Additional Training as Appropriate
May 22, 2012
STEP-BY-STEP GUIDE:
               STEP 6
        Additional training will
        depend on results of
        effectiveness monitoring.

        The project needs a
        supplementary training plan
        for any in-service M&E
16


        training.
May 22, 2012
COMMON
•Projects do not providePITFALLS to persons
                        adequate training
responsible for M&E.
•Projects limit M&E training to the M&E staff – excluding
other management, staff members or implementing partners.
•Projects focus on technical skills training and ignore
important human skills.
•Projects focus narrowly on information gathering and ignore
other M&E features and processes, such as data
management and analysis.
•Projects offer a single training at the launch of the M&E
system and do not provide in-service training or training to
new hires.
•Projects do not monitor the implementation of the M&E
system and/or make adjustments in light of observed
  17
shortcomings.
  May 22, 2012
QUESTIONS
                   ?
               COMMENTS
                  ?

18

May 22, 2012
Want to Learn More?

Multiple ways to continue the discussion
 and continue learning:
• Initiate a monthly session on the M&E guide and
  case studies from across CARE. Contact
  cpennotti@care.org

• Join the Market Engagement Community of
  Practice on LinkedIn.

• Join a task force to review and refine the universal
 19

  indicators. Contact nardi@careinternational.org
 May 22, 2012

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VC M&E Module 9 - Training and Capacity Building for All Personnel

  • 1. VALUE CHAIN MONITORING AND EVALUATION GUIDE MODULE 9 Training and Capacity Building for All Personnel Responsible for M&E Activities
  • 2. GETTING STARTED 1 May 22, 2012
  • 3. GETTING STARTED 2 May 22, 2012
  • 4. GETTING STARTED 3 May 22, 2012
  • 5. MATERIALS / INPUTS RECOMMENDED All M&E system components developed to this point Staff with experience conducting trainings on M&E Staff with experience in adult learning methodologies 4 May 22, 2012
  • 6. STEP-BY-STEP GUIDE 1 • Reassess Training Needs 2 • Create a Training and Capacity Building Plan 3 • Develop Training Content 4 • Provide Training 5 • Monitor Training Effectiveness 5 6 • Provide Additional Training as Appropriate May 22, 2012
  • 7. STEP-BY-STEP GUIDE: STEP 1 Know Your Training Needs! •Refer to resource and capacity assessment completed earlier •Training needs assessments can be informal or formal •Larger projects vs. smaller projects 6 May 22, 2012
  • 8. STEP-BY-STEP GUIDE • Reassess Training Needs 1 • Create a Training and Capacity Building Plan 2 • Develop Training Content 3 • Provide Training 4 • Monitor Training Effectiveness 5 • Provide Additional Training as Appropriate 7 6 May 22, 2012
  • 9. STEP-BY-STEP GUIDE: STEP 2 Items in M&E Training and Capacity Building Plan: •Topics •Persons to be trained •Persons to deliver training •Dates and Locations •Budget •Available/to be acquired training resources 8 May 22, 2012
  • 10. STEP-BY-STEP GUIDE 1 • Reassess Training Needs 2 • Create a Training and Capacity Building Plan 3 • Develop Training Content 4 • Provide Training 5 • Monitor Training Effectiveness 9 6 • Provide Additional Training as Appropriate May 22, 2012
  • 11. STEP-BY-STEP GUIDE: STEP 3 Training Content should Causal include: Key Model Performance Data M&E Indicators Analysis Syste m Clients Practical Experience Other Roles and M&E Responsibilities Design Information Features Gathering 10 Can you think of Methods May 22, 2012 any others?
  • 12. STEP-BY-STEP GUIDE 1 • Reassess Training Needs 2 • Create a Training and Capacity Building Plan 3 • Develop Training Content 4 • Provide Training 5 • Monitor Training Effectiveness 11 6 • Provide Additional Training as Appropriate May 22, 2012
  • 13. STEP-BY-STEP GUIDE: STEP 4 QUIET PLEASE. TRAINING IN PROGRESS. 12 May 22, 2012
  • 14. STEP-BY-STEP GUIDE 1 • Reassess Training Needs 2 • Create a Training and Capacity Building Plan 3 • Develop Training Content 4 • Provide Training 5 • Monitor Training Effectiveness 13 6 • Provide Additional Training as Appropriate May 22, 2012
  • 15. STEP-BY-STEP GUIDE: STEP 5 TRAINING DOES NOT GUARANTEE SKILLED TRAINEES NEED TO MONITOR TRAINING EFFECTIVENESS FORMAL INFORMAL Occurs during routine Consists of planned and periodic interactions with project methods for observing the management and staff, implementation of the M&E implementing partners, and other system, discussion of people responsible for 14 implementation issues with May 22, 2012 implementing the M&E system. implementers, review and analysis of M&E information, etc.
  • 16. STEP-BY-STEP GUIDE 1 • Reassess Training Needs 2 • Create a Training and Capacity Building Plan 3 • Develop Training Content 4 • Provide Training 5 • Monitor Training Effectiveness 15 6 • Provide Additional Training as Appropriate May 22, 2012
  • 17. STEP-BY-STEP GUIDE: STEP 6 Additional training will depend on results of effectiveness monitoring. The project needs a supplementary training plan for any in-service M&E 16 training. May 22, 2012
  • 18. COMMON •Projects do not providePITFALLS to persons adequate training responsible for M&E. •Projects limit M&E training to the M&E staff – excluding other management, staff members or implementing partners. •Projects focus on technical skills training and ignore important human skills. •Projects focus narrowly on information gathering and ignore other M&E features and processes, such as data management and analysis. •Projects offer a single training at the launch of the M&E system and do not provide in-service training or training to new hires. •Projects do not monitor the implementation of the M&E system and/or make adjustments in light of observed 17 shortcomings. May 22, 2012
  • 19. QUESTIONS ? COMMENTS ? 18 May 22, 2012
  • 20. Want to Learn More? Multiple ways to continue the discussion and continue learning: • Initiate a monthly session on the M&E guide and case studies from across CARE. Contact cpennotti@care.org • Join the Market Engagement Community of Practice on LinkedIn. • Join a task force to review and refine the universal 19 indicators. Contact nardi@careinternational.org May 22, 2012

Notas do Editor

  1. Not all management and staff members need training in all the topics or at the same level of detail. Similarly, some training will occur periodically and will include initial training for management and staff at M&E system inception and in-service training over the life of the project to continually improve practice.
  2. Discuss each of these as per pages 84 and 85
  3. The ‘Provide Training’ box will not change color for some unknown reason