MODULE 7

PARTICIPATORY MONITORING AND EVALUATION

NSTP – CWTS & LTS

PARTICIPATORY MONITORING AND EVALUATION
LEARNING OBJECTIVES
At the end of this chapter, the students should be able to:

1. Define monitoring and evaluation and explain their components

2. Analyze the relationship between monitoring and evaluation, and
3. Illustrate the importance of monitoring and evaluation in determining the sustainability of a project.

OVERVIEW
This chapter discusses the meaning, outcome, impact, and methodology of program monitoring and participatory evaluation
and the concept of accountability to the top management.

LECTURE
The monitor is to keep track of the implementation of a project. Monitoring involves studying the progress of an undertaking
in relation to the agreed-upon schedule, resources, and performance indicators. Moreover, it identifies “lagging areas” that require
intervention. Monitoring has also been defined as the management function guiding the project towards its intended direction and
checking the performance of workers using pre-determined plans and targets to ensure timely completion.

Furthermore, monitoring is the implementation of effective internal controls, which are generally built into the daily
operational activities. Along with other procedures, monitoring can be in any of the following forms:

1. Assessment of one’s daily operational activities

2. Utilization of internal audit personnel or other similar personnel who are performing a wide range of functions
3. Correspondence with third parties
4. Implementation of additional safeguards

Monitoring is a type of process performed while a project is being implemented. It aims to develop the project design in real-
time. The information gathered during monitoring is used to make important changes in the project. As an internal activity, it
provides constant feedback on the progress of a project, i.e., the problems it is facing and the efficiency with which it is being
implemented.

Evaluation is the study of the project outcome and the factors that led to such an outcome (e.g., changes in income, housing
quality, benefits distribution, cost-effectiveness, etc.) to improve the design of future projects.

Evaluation is, therefore, used in selection. Evaluation studies assess the extent to which a certain project can produce
certain results (e.g., increases in income, better housing quality, etc.) and distribute benefits among different groups. It also
includes a review of review of overall cost-effectiveness.

Monitoring and evaluation are neither expensive nor complicated. They do not require specialists or technicians. The
complexity of these studies can be adapted to fit the needs of the program.

The purposes of monitoring and evaluation are to:

1. Assess project results to find out if the objectives and desired changes are being met;
2. Improve project management and process planning to better adapt to contextual and risk factors such as new social and
political relations that may affect the research process;
3. Promote learning by identifying lessons of general applicability such as how different approaches to participation affect
outcomes, impact, and reach; what works and what does not; and what contextual factors enable or constrain
participatory research;
4. Understand- through direct participation in monitoring and evaluation- the different stakeholders perspectives to allow the
various people involved in research to appreciate each other’s views and values better and come up with ways to resolve
competing opinions and interests; and
5. Ensure accountability to assess whether the project is effectively, appropriately, and efficiently executed and accounted
for by the key agencies supporting the project (including, but not exclusively, the donors).

MONITORING OUTCOMES
Monitoring outputs is not new; it has been the standard practice for a long time. However, it is imperative to ask: In what way
is it beneficial to the target group? What has been the outcome, result, and impact of a project? These questions have often been
neglected since they are difficult to answer. How confronting them is highly important since the questions of whether or not a
project has been beneficial will answer the question of whether or not the purpose of the project has been fulfilled.

MONITORING ACCOUNTABILITY
It has been proven that the continuous monitoring and recording of information regarding the outcome and impact of a
project are crucial in project steering since they fine-tune activities, thereby maximizing results.

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 Providers are expected to have their projects constantly monitored and evaluated by outside experts and project
implementers. Constant monitoring and evaluation provide more immediate feedback and facilitate learning. Having an external
evaluator is considered desirable and very helpful in bringing out insights from an independent and objective perspective.

Evaluation, according to Hall (2012), is the process of systematically assessing the design, implementation, and effect of
certain programs, policies, or projects in the past, the evaluation process employed a research method used in the social sciences
to determine the impact of public programs and policies. The modern evaluation had its roots in the 1960s when government
policymakers wanted to know the impact of new public programs.

The evaluation of completed activities is also called ex-post evaluation, post-hoc evaluation, or summative evaluation. The
evaluation of current or ongoing activities is called in-term evaluation.

PARTICIPATORY EVALUATION
1. Forming a focus group
Focus groups are groups of people who ask open-ended questions. The members are allowed to say anything and be
heard. The facilitator will summarize the ideas presented in an overall evaluation.
2. Spearheading participatory action research
Participatory action research involves asking for inputs from both the researchers and the participants in determining
issues and concerns.
3. Drawing metaphors
This method is useful for shy, timid, or reluctant participants to voice out their comments or suggestions. In this
strategy, the participants answer evaluative questions by drawing metaphors or word descriptions.
4. Constructing tables
In this method, the participants construct a table or framework that includes the following areas: objectives/goals,
activities, timeframe, strategies, and project outputs. They are then asked to interpret their project table as an evaluation
matrix.

CONCLUSION
Program monitoring and participatory evaluation are used to determine the status of a project. Due to time or financial
constraints, however, these efforts are invariably restricted to only a few aspects of the program. Thus, it is important to identify the
most vital issues to be monitored first and how monitoring could be done using a participatory evaluation technique.

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 LEARNING TASK 1

Name: Course and Level:

Component: Date:

Instructions. Write your answers in the space provided. ( 10 points each)

1. If you were given a chance to monitor a project, what strategies would you use or apply?

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2. Why is there a need to conduct monitoring and evaluation, especially in renewing projects?
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 LEARNING TASK 2

Name: Course and Level:

Component: Date:

A. Instructions. Discuss the following topics substantially. Write your answers in the space provided. (10 points each)

1. Accountability of the stakeholders in the monitoring and evaluation of a program.

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2. The purposes of monitoring and evaluation.

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B. Instructions. Write T if the statement is correct and F if it is not.

____1. The evaluation of operational activities will help determine the success or failure of a project.

____2. Internal audit personnel or other similar personnel are utilized to perform a wide range of functions throughout the
various departments of a service organization.

____3. Automated system checks and balances include batch processing, reconciliations, quality assurance checks, and
system error checks.

____4. A unique way to engage stakeholders in participatory evaluation is by asking them to draw.

____5. Monitoring, along with evaluation, is a process conducted at the end of all operational activities.

____6. Project results help evaluation find out if and how objectives are being met.

____7. Monitoring and evaluation aim to improve project management and process planning to better adapt to contextual and
risk factors such as new social and political relations that may affect the research process.

____8. Promoting learning entails identifying lessons of general applicability, such as how different approaches to participation
affect outcomes, impact, and reach; what works and what does not; and what contextual factors enable or constrain
participatory research.

____9. Participatory evaluation promotes the stakeholders’ ownership of a project, creating better, more in-depth, and accurate
knowledge of the performance and impact of the project.

____10. Monitoring and evaluation ensure accountability; they assess whether a project is effectively, appropriately, and
efficiently executed.

Learning task 3:

Follow the format found on the next page for the Narrative report with Proper Documentation. One narrative report per group only.

Margin: Left 1.5 inches, right, top and bottom 1 inch

Font style: Times New Roman or Arial

Font size: 12

Picture size: 3 x 5

File type: pdf file

Size of the document: A4

Due date: July 17, 2021

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 NARRATIVE REPORT

A Compilation of Narrative Experience in

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(Indicate your title)

In Partial Fulfillment of the Requirements for NSTP 2 (indicate your component)

(Name of students with section)

Date submitted

Name of NSTP COORDINATOR

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ACKNOWLEDGEMENT/ DEDICATION:

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INTRODUCTION

Background of the Barangay/Recipient

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Its Mission:
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Location Map:

Organizational Structure:

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NARRATIVE ACTIVITIES WITH PICTURES:

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ADDITIONAL DOCUMENTS (IF ANY)

a) Letters
b) Certificate of Completion Given by the brgy (if Any)
c) Student Weekly Logbook
d) Pictures with Caption

REFLECTION EXPERIENCES:

A. This is what I/We did: (assignments or given responsibilities)

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B. This is what I/We learned:
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C. I/We helped:
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D. I/We think that the project made a difference because:

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 E. My/Our thoughts and feelings as I/We did the project were:
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F. Next time I/We would:

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G. As I/We look at the WHOLE NSTP EXPERIENCE, those that I accomplished were:
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H. I/We would apply the skills that I/we learned from the project in this way:
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I. Overall I/We feel that the project:

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J. This is how I/We can share what I learn:

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DOCUMENTATION WITH CAPTIONS:

(Include your pictures before during and after the implementation)

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