Training Project Monitoring and Evaluation

Course Description

This course is designed to develop individuals’ understanding of what monitoring and evaluation entails, why it is so vital, and how to do it well and in a participatory way. This course ensures that those who are new to this field have a thorough understanding of monitoring and evaluation concepts and have built up the practical skills and the confidence needed to do monitoring and evaluation effectively. Participants will learn to use a range of monitoring and evaluation tools and activities that will help them improve accountability, learning and effectiveness of projects and programs.

Course Objectives

  • Defining the main terms and concepts associated with the processes of monitoring and evaluation
  • Articulating the key purposes of monitoring and evaluation
  • Being able to prioritize according to the context
  • Selecting and using a range of monitoring and evaluation tools with confidence
  • Learning information qualitative and quantitative gathering techniques
  • Applying results of monitoring and evaluation processes to both accountability and organizational learning

Who Should Attend?

  • Project Supervisors
  • Project and Program Directors/Managers
  • Executive Managers
  • Anyone planning to become more effective in monitoring and evaluating projects 

Course Details/Schedule

  • Work measurement & control                                                           
  • The control process
  • Project management plan
  • Measuring work progress
  • Earned value management
  • Measures of variance
  • Forecasting
  • Monitoring and controlling processes
  • Project vs. business performance assessment
  • Project management capability
  • Project sponsor capability
  • Organizational project capability
  • Permanent & temporary organizations
  • Performance measurement
  • Management vs. Measurement
  • Individual performance management
  • Operational performance measurement
  • Strategic performance management
  • Integrated performance management
  • Performance measurement framework
  • Balanced scorecard (BSC)
  • Mapping strategy to measures
  • Strategy mapped to BSC
  • Creating a dashboard using BSC
  • Seeking business excellence – EFQM
  • Standards and EFQM model
  • Assessing the soft side of projects
  • Critical success factors
  • Escalation correlates loosely to delay
  • Optimism bias and strategic misrepresentation
  • Program assessment
  • Projects, programs, portfolios
  • Rational and normative project management
  • Managing change
  • Portfolio vs. Program
  • Categorization of programs
  • Advantages of programs
  • Portfolio assessment
  • Roles in the permanent organisation
  • Effective portfolio management
  • Balancing the portfolio
  • Basic approaches to PPM
  • Ppm process
  • Governance of the ppm process
  • Benefits of PPM
  • Org. Capability assessment
  • Maturity in capability
  • OPM3TM  process
  • Standards and EFQM model
  • Dashboards
  • Categorization
  • Degree of formalization
  • Degree of complexity
  • Attributes of projects
  • Issues in performance assessment
  • Systemic evaluation / assessment
  • Issues in assessment
  • Who? Where? Why? What? When? How?
  • Critical realism
  • Individual performance assessment
  • Understanding competence
  • Why assess?
  • Assessment centers
  • Individual competency assessment
  • Experience vs. complexity
  • Knowledge assessment
  • Rating scale
  • Performance appraisal
  • Structure of a technical report: understanding observation, interpretation, conclusion and recommendation
  • Judgmental vs. developmental assessment
  • The reward process
  • Characteristics of effective systems