Advanced Monitoring & Evaluation: Linking Planning, Budgeting, Programme Implementation, Monitoring and Evaluation. 5 day training course

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1 Advanced Monitoring & Evaluation: Linking Planning, Budgeting, Programme Implementation, Monitoring and Evaluation 5 day training course

2 Accreditation: This 12-credit HEQF (2007) level nine short course covers knowledge of a formal postgraduate programme, approved and quality controlled as required by the South African Qualification Authority (SAQA) and the Higher Education Qualification Committee (HEQC). Introduction: An effective management regime is characterised by a clear alignment in all operations of a department right through from planning and budgeting, through programme and project implementation and finally control of results through monitoring and evaluation efforts. This requires a clear understanding of the contribution of the various functions to the overall success of the organisation and the ability to holistically manage the functions to a coherent whole. Course objective and outcomes: Objective: To enable greater alignment between planning, budgeting, programme implementation, monitoring and evaluation in the operations government departments, entities and municipalities. Outcomes: After attending this course, participants should be able to: Align planning and budgeting to programme implementation Demonstrate ability to monitor and evaluate programme implementation and results Report accurately on performance results and link the results to future programme planning and implementation decisions Set up appropriate governance arrangements Assessment and credits: The course is accredited with the 2007 HEQF on NQF level 8 and counts for twelve (12) credits. To obtain the certificate of competence, participants will be required to submit to the following assessments: In-course group assessment(s) as determined by the course facilitator to test basic understanding (30% of the course mark); and A written post-course assignment to be submitted 30 days after the conclusion of the course (70% of the course mark) 2

3 Please note that the policy on submission of assignments for all Executive Development Programmes specifically states that assignments must be submitted four weeks after the course start date or on and alternative date agreed on by the facilitator and the participants. Assignment due date:... Assignments must be submitted by to Ms Tharia Uys: and should clearly indicate the course name and date for which the assignment is submitted. Please do not send assignments to course facilitators. You can contact Tharia at if you have submission related questions. Late submission of assignments will be accepted, subject to the following directive: In the light of the accreditation requirements, as well as the Short Course Policy of Stellenbosch University (SU), a late submission of an assignment will be accepted within two weeks after the above submission date, subject to a 5% penalty per week. This penalty will not be applied if the comprehensive written request for the extension is accompanied by a letter from the manager of the participant or a medical certificate, and is accepted after consideration by the Project Manager. Thereafter, no further submission or assessment will be permitted. Assignment marks and final results for the course will be available as from 12 weeks after the commencement of the course. No marks, final results or certificates will be released until invoices have been settled in full. Please note that late settlement of invoices will delay the release of assignment marks, final results and the issuing of certificates. Certificates are printed by the Certificate Division of SU and are prepared and printed four weeks after all assignment marks and final results have been received from the SOPMP. Certificates will therefore, at the earliest, be dispatched 16 weeks after the course by SU. Certificates are sent by registered mail to the address noted on the registration form or to the coordinator who arranged the course with the SOPMP. Any certificates returned to the SU or the SOPMP due to noncollection will be retained and will only be sent or may be collected after suitable arrangements and payment have been made for collection from SU/SOPMP. Lost certificates: Please ensure the proper safekeeping of certificates. Kindly note that, in order to prevent fraud, SU cannot reissue lost certificates. 3

4 Assignment cover sheet: SCHOOL OF PUBLIC LEADERSHIP Assignment Cover Sheet Name of Course Date of the Course Surname Name Due date for assignment Submission Date Submission address: Postal Address where certificate CONTACT DETAILS must be sent Cell Phone Number Please save your assignment using the following protocol: 4

5 Course name [space] First Name [space] Surname [space] Dates E.g: Monitoring and Evaluation Peter Tshabalala February

6 Daily Programme of Activities: DAY 1 EFFECTIVE PLANNING AND BUDGETING 8:30 9:00 WELCOME AND COURSE OVERVIEW 9:00 10:00 LINKING PLANNING, BUDGETING, IMPLEMENTATION MONITORING, EVALUATION AND REPORTING 10:00 10:30 MORNING TEA/COFFEE 10:30 13:00 C COST ACCOUNTING Strategic budgeting Investment appraisal Activity based costing and break-even analysis 13:00 13:45 LUNCH 13:45 15:00 COST CONTROL Cost control Analysing and interpreting financial statements 15:00 15:45 PRACTICAL EXERCISE 15:45 16:00 CONCLUSION DAY 1 6

7 DAY 2 PROGRAMME AND PROJECT MANAGEMENT 8:30 10:30 OVERVIEW OF PROGRAMME AND PROJECT MANAGEMENT Projects and Programmes theory The logframe revisited Setting up the management regime Assigning responsibility for M&E 10:30 11:00 MORNING TEA/COFFEE 11:00 13:00 PROGRAMME LOGIC, LOGIC MODELS AND LOGFRAMES Program theory and logic models for systemic evaluation Usefulness of logic models in planning, monitoring, evaluation and reporting 13:00 13:45 LUNCH 13:45 14:45 GANTT CHARTS Work Breakdown Structure (WBS) Project scheduling o Program Evaluation and Review Technique (PERT) o Critical path analysis (CPM) 14:45 15:45 PRACTICAL EXERCISE Select an existing programme and project and do a complement WBS for the programme, including predetermined time deadlines Compile the PERT for the programme and indicate the CPM 15:45 16:00 CONCLUSION DAY 2 7

8 DAY 3 DEVELOPING MEASURES AND INDICATORS 08:30 10:30 INDICATORS IN M&E Importance and use of indicators in M&E Conceptualisation of indicators and other measurement instruments Classification of indicator types o Static vs Dynamic indicators o Subjective vs Objective indicators o Sectoral vs Integrated indicators o Isolated indicators vs Indicator Frameworks and Indices o Indicator accounting systems o Data-driven vs Model-driven indicator systems 10:30 11:00 MORNING TEA/COFFEE 11:00 13:00 DEVELOPING INDICATORS Indicators at various stages of the logic model Requirements and characteristics of good indicators 13:00 13:45 LUNCH 13:45 15:45 PRACTICAL EXERCISE Select an exising programme or project and identify the outcome and specific objectives of the programme/project. Develop appropriate measurable, synchronized input, process, output, outcome indicators, targets, milestones for monitoring and assessing the attainment of various stages of the programme / project. 15:45 16:00 CONCLUSION DAY 3 8

9 DAY 4 REPORTING MONITORING AND EVALUATION RESULTS 8:30 10:30 PRESENTING RESULTS Presenting results from indicators, including meta-information and options for visual presentation 10:30 11:00 MORNING TEA/COFFEE 11:00 13:00 STRUCTURE AND COMPONENTS OF THE EVALUATION REPORT Components of the evaluation report Uses of reporting Linking reporting to planning and implementation Verifying the accuracy of reports: Problems with data collection, analysis and interpretation 13:00 13:45 LUNCH 13:45 15:45 PRACTICAL EXERCISE Consider the reporting guidelines and problems discussed within the context of existing reporting structures in the department. Identify gaps in the current practice and suggest improvements in terms of the presentational aspects, reportings cycles and content, and ensuring that results are used to inform planning and implementation at various levels in the department. 15:45 16:00 CONCLUSION DAY 4 9

10 DAY 5 GOVERNANCE AND INTEGRATION 8:30 10:30 THE ROLE OF THE MANAGER IN INTEGRATING PLANNING, BUDGETING, IMPLEMENTATION, MONITORING AND EVALAUTION 10:30 11:00 MORNING TEA/COFFEE 11:00 12:30 SETTING UP A GOOD GOVERNANCE REGIME 12:30 13:00 COURSE CONCLUSION & EVALUATION 13:00 LUNCH 10

1 July Guideline for Municipal Competency Levels: Chief Financial Officers

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