Project Management 1
Project Management 1
MANAGEMENT
1
BY
NAITER PAYIKANI MKANDAWIRE
Dip. B.Sc. BBA. MSc. Student.
Course Objectives
• Familiarize students with basic terms, types,
classes and concepts of Monitoring and
Evaluation.
• To help students develop an understanding of
principles, procedures, tools, purposes, necessity
of monitoring and evaluation in programming,
• To help students have skills with which to design
Monitoring and Evaluation Systems for projects
and programs,
• To aid students to have skills with which to
Monitor and Evaluate development programs and
projects.
Chapter One
INTRO. TO PROJECT MANAGEMENT
1. Understanding project and project
management,
2. Differentiating between a project
and a program,
3. Terms and concepts in project
management
4. Link between Monitoring, Evaluation
and Project Management,
5. Principles of Reporting Writing
Chapter Two
MONITORING AND EVALUATION
SYSTEM
Understanding Monitoring & Evaluation system
(M & E System)
Components of Monitoring & Evaluation System
Understanding of Monitoring & Evaluation Levels
(M & E Levels)
The link between a Baseline Survey and
Monitoring & Evaluation
Understanding the process of developing a
Logical Frame work
Understanding Results Based Management (RBM)
Chapter Three:
MONITORING
• Defining monitoring and need of
monitoring
• Discussing types, classes and forms of
monitoring
• Discuss importance/necessity of
monitoring projects/programs
• Differences and similarities between
Monitoring and Evaluation
• Designing Monitoring Plan
• Tools and techniques used in conducting
monitoring
Chapter Four
EVALUATION
• Defining Evaluation and need of
Evaluation
• Discussing types, classes and forms of
Evaluation
• Discussing importance/necessity of
Evaluating projects/programs
• Differences and similarities between
monitoring and evaluation
• Designing evaluation Plan
• Tools and techniques used in conducting
evaluation
Chapter One:
Introduction to Project
Management
There is direct relationship between
Monitoring & Evaluation and a
project/program hence need to
understand the following;
What a project or Program is
Project Cycle Management
Types of Projects
Terms and Concepts in Project
Management
Origin of Monitoring &
Evaluation
As soon as your organization decides
to engage to have something done it
has three problems:
1. Get the Right people to do it!
2. Check whether they do it the right
way!(Monitoring)
3. Find out whether it was done well!
(Evaluation)
Understanding a
Project/Program
• When an organization wants to find a
solution to a particular
business/community problem and identify
the best way for implementing that
solution, it needs to plan and develop a
project that might provide an effective
action plan for addressing the problem
through implementing the solution.
A project is answer to a identified problem
that people, organization or community
face,
The process of coming up with a realistic
Understanding a Project
Discrete package of investments,
policies, strategies and actions
designed to achieve a specific
developmental goal,
Quality(Q)
Cost (C)
Triple Constraints of Project Mgt
Project
Project Appraisal
Implementatio (PA)
n (PI)
Project Design (PD)
• The process of coming up with an
idea or problem identification also
called need assessment.
1. This done through a process called Need
Assessment (NA) or Baseline Survey
(BLS)/Formative Evaluation (FE).
2. Usually this must be participative where
communities should take a leading role.
3. Testing whether what we think is realistic
on the ground.
Project Planning (PP)
• This is a process of coming up with a
plan that include:
– Identifying project activities to be
carried out,
– Coming up and scrutinizing project
objectives,
– Defining roles and responsibilities of
stakeholders
– Coming up with execution plan and
strategy,
Project Appraisal (PA)
• The process of examining the Feasibility
and Viability of a project. Financial and
Non-Financial
• Importance
1. Helps in decision making as to whether to
continue or discontinue with the undertaking,
2. Helps in mobilization of resources as gaps
may be identified in the process,
3. Helps in deciding strategy/method of
implementation
4. Helps to improve, alter, modify objectives,
strategy of an undertaking,
Project Implementation
• The actual process of executing a
plan that was developed before
hand.
1. Different stakeholders execute their
roles and responsibilities according
to plan,
2. Communities take a leading role in
implementation
3. Intensive monitoring to ensure that
the project is on course.
Project Evaluation (PE)
• The process of assessing progress
made against each set objective.
1. Assess the impact of the project on
direct and indirect beneficiaries.
2. Make recommendations of what
aught to be done in the next phase,
3. Make a final decision to continue or
discontinue with the project based
on results.
Terms and Concepts in M
&E
Monitoring
• The continuous process of tracking
down progress made in line with set
goals and objectives.
Evaluation
• The periodic assessment of relevance,
efficiency, performance, effectiveness
and impact of the project in reference
of stated objectives.
Terms and Concepts
cont:
Project Activity
These are the sequential steps
necessary to achieve a result. They are
tasks to be carried out according to each
result.
Each activity needs to be specific and
detailed to allow for complete clarity as
to what is to be done, and to allow for
budgeting.
The activities (actions of the project)
must be numbered in sequence
Terms and concepts cont
Goal:
The Overall objective is beyond the
scope and control of the project, but
project will contribute to this change
anyway.
• Specific objectives
• Explains what will be achieved under
each activity. They directly contribute
to one purpose and one goal.
Terms and concepts
cont:
Purpose
A B
Project activities/Specific objectives
Activ
Activity
Activity
Activity
2 3 4
ity 1
Chain Form Explained
• Arranged based on relatedness and
inter-dependentness,
• Activity 2 is dependent of activity
one hence activity one must be done
first as it lays foundation for activity
two.
• It is easier to do activity two if one is
done first as they
Components of M & E
System
Like any other system, M & E
Systems has components that
forms it
Indicators
Data Sources
Information products
Stakeholders
1-Indicators
Definitions
Standards against which we measure
success
Road maps that shows how activities
need to be carried out.
They are used to assess a
program/project /organization in
terms of
Impact: Outcomes
Outputs Inputs
Types of Indicators
• Input:
These measure the human, financial
material and other resources that are
dedicated to a project,
• Out put:
These measures what has been directly
achieved by the activity i.e. number of
trained volunteers, number of IEC
materials available
Types Cont:
Out come:
These measure the broader result
that has been achieved out of the
activity carried out
Impact:
These measure the long-term impact
of the activity i.e. reduced
discrimination against PLWAs
Classes of Indicators
Quantitative
These focus on numbers
Qualitative:
These describe the processes involved e.g.
the story behind the numbers for instance
reduced stigma on PLWAs by 2007
Proxy:
This is an indicator that indirectly measure
what you want to know about i.e. how do
you measure increase in household income
Characteristics of indicators
• Relevant: -should be focused on the
appropriate level
• Feasible: -should be to measure
• Reliable: should yield the same
responses when used by different
people at different times
• Usable:- must be understood by those
collecting the information and should
be easy to collect
Characteristics of indicators
Participatory: ideally any stakeholder
should be able to collect the
information and use it.
Timely: time taken to collect the data
should be relatively quick and easy
Credible and Sensitive: Appropriate
to the population
Cost effective
Valid: Giving a true picture
Development of indicators
Indicators form the foundation of
monitoring and evaluation
They are decided before hand that
you will look these on regular basis
with reference to specific goals
2-Data Sources
This acts as a means of verification
of the existence of the indicators,
Sensitizati
on
Awareness
Sensitization
Group Formation
Student Assignment: M & E
Levels
Students to develop their own
Monitoring and Evaluation Levels of
the activities of their already
developed project.
Output
Inputs
Objective
Activity
Results Chain Explained
IF
Inputs are provided
THEN
Activities can be undertaken
IF
Activities are undertaken
THEN
Outputs will be produced
IF
output are produced
THEN
Objectives will be achieved
IF
Objectives are met
Results Chain
Importance of Levels
Each level of the project
Management may have specific
indicators
Impact and outcome level indicators
measure long term effects or results
of overall project or program.
Output and inputs level indicators
measure the activities being
undertaken resources and activity
outputs.
Project Summarized
WHY a project is carried out --Overall Goal
WHAT the project is to accomplish - Purpose
WHAT the project aims to achieve – Results
How the project intends to achieve the
outputs/results – Activities
WHICH external factors are crucial for the success
of the project - Assumptions
HOW the success of the project can be measured –
OV Indicators
WHERE data can be found to assess the success of
the project – Means of verification
WHAT the project will cost - Inputs
LOGICAL FRAME WORK
Logical Frame Work is derived from
the M & E Levels,
It is a technique used to present an
intervention (Project) strategy in a
logical and transparent way,
It serves as both a planning and
management tool for the project (a
requirement for all EC funded
projects).
Understanding a Log Frame
• The logical framework or logframe or 4 by 4
matrix is an analytical tool used to plan, monitor,
and evaluate projects. It derives its name from
the logical linkages set out by the planner(s) to
connect a project’s means with its ends.
• The logframe is only one monitoring and
evaluation tool and its use does not pre-empt the
use of other evaluation tools such as priority-
setting or rate-of return analysis.
• The logframe was originally developed by the
United States Department of Defense, and
adopted by the United States Agency for
International Development in the late 1960s. Now
adopted by many donors.
Understanding Cont
• Logical Framework (LogFRAME)… has the
power to communicate a project's objectives
clearly and simply on a single page. Its power
comes from the ability to incorporate the full
range of views of all stakeholders of a project.
Goal
Purpose
Objective
s
Inputs
CONTENTS OF LOG FRAME
Intervention Objectively Sources and Assumption
Logic verifiable means of s
indicators of verification
achievemen
t
Overall What is the What are What are
objective overall the key the source
broader indicators of
objective to related to information
which the the overall for these
project will objective? indictors?
contribute?
Purpose What are What are What are What are
the specific the the sources the factors
objectives quantitative of and
which the or information conditions
project shall qualitative that exist or not under
achieve? indictors can be the direct
showing collected? control of
Development of a Logical
Frame Work
1-The Analysis Phase
Situation under consideration is
screened and analysed to select
strategies that will be applied in the
intervention design.
6-Strategy Analysis
Identifying different strategies to
achieve solutions
Log Frame Explained
• Narraitive
• 1st column is Narrative Summary – detailed
description of the project at each of the four
levels of project sequence or project hierarchy
At the top you have Project Goal (National Plan or
Sectoral Plan)
This is what the project is expected to contribute.
The project alone may not be sufficient to achieve
a goal
e.g. Improved food security
• 2nd column on the narrative summary is Project
purpose or Objective
Log Frame Explained
This is the immediate objective that the
project will try to achieve
The objective is specific to the project
– Increased fish productivity in Ntchisi
district
• 3rd is Output- specific results and tangible
products arising from undertaking a
certain task
• 4th are Inputs (resources) needed to
undertake the tasks
Log Frame Explained
• 1-OVI (Objective verifiable indicators)
Measure of achievement i.e. to measure
the achievement of each of the
narrative summary
Indicators should be measureable
(quality and quantity) and consider
timing
OVI demonstrates the achieved results
that can be used in monitoring and
evaluation on what the project has tried
to achieve
Log Frame Explained
• 2-Means of Verifications (MOV)
Sources of information which will assist in
verifying what the project has achieved or
it provides an opportunity for the project
analyst to indicate where the project
management and those to evaluate the
project are to get the information to
evaluate the achievement.
Progress reports, survey, production
statistics
Log Frame Explained
• 3-Assumptions and Risks
Conditions which could affect the progress or
successes of the project but over which the
project has no direct control. These assumptions
can be relating to changes in prices or weather.
If the likelihood of the assumption prevailing in
minimal then the project should be redesigned
and change certain aspects
Killer assumptions: an external factor which is
very important for the achievement of the
objectives but at the same time very unlikely to
occur
IMPORTANCE OF 4*4 MATRIX
It indicates :
Causal/fundamental relationships
between different levels of
objectives,
How achievement of the project
will be verified ,
What are the assumptions and
establish favourable resonance
mechanisms for the success of the
project.
Assignment 4
Students to develop a Logical Frame
Work of the already developed
project of their choice after M & E
System and M & E Levels.
Basic differences between Monitoring
and Evaluation
Monitoring Evaluation
Continuous Periodic
Focuses on inputs, Outputs in relation to inputs,
activities, output, results in relation to cost,
implementation, processes used to achieve
processes e.t.c. results overall relevance
impact and sustainability.
Evaluation
Progress on whole Progress scope/
Focus on project objectives/and results (Higher Project Levels)
Checks on impact of the project...extent of project
achievements (outcome/impact levels)
In depth analysis on effects of project intervention efforts
Timing
Monitoring
Routine and frequent data collection
on process indicators
Evaluation
Done at Beginning of project; Mid
Term and End of Project...data
collected against result/objective
indicators/assess sustainability
Focus
Monitoring
Activities-Links implementation
progress to resource utilisation
towards achieving objectives
Evaluation
Focus on in –depth analysis on
concrete project achievement over a
specific period of time (two years)
Aim
Monitoring
Feedback to Project Managers/ awareness
on impl. progress/challenges towards
expected results/objectives
Evaluation
Highlight significant accomplishments
(Higher level change) on the project
Offer recommendations for
improvement/lessons learnt
Data Sources/Mechanics
Monitoring
• Monthly reports, weekly project meetings,
Beneficiary Registers, Debriefings, Field
reports, Client tracking systems, progress
reviews
Evaluation
• Baseline Survey, Mid-term Reviews, End of
Project Review, External Project
Evaluations, peer Assessment,
Performance appraisal
RESULT BASED
MANAGEMENT
This is a system that is set to
improve Program Management
effectiveness and accountability and
orientation towards results.
It is also a tool for systematically
focusing on results of its programs
and operations so as to ensure that
the financial and human resources
achieve the greatest impact.
Elements of RBM
A participatory Approach to
Management.
Focuses on achieving results
(defined) at organizational,
national as well as local levels.
Improves Program and
Management effectiveness and
accountability.
Strategies in RBM
Identifying measurable changes to be achieved
Designing activities that will lead to results.
Balancing expected results with resources
available
Monitoring progress regularly and adjusting
activities as needed to ensure that the desired
results are achieved.
Evaluation and incorporating lessons learnt into
decision making and;
Reporting on results achieved and contributions
too reaching desired goals.
Result Defined
This is “an observable change in the
state that is derived from a cause
and effect relationship”
PLANNE
ACTUAL
D
RESULT
RESULT
S
S
Objective of RMB
• As a management tool, the RBM aims
at improving performance through
various steps as per the indications
in the diagram above. i.e.
Identifying strategies and planning
for results to be achieve,
Undertaking regular M & E,
Analyzing actual results achieve,
Providing regular feedback and
adjustments.
PROJECT REPORT
1. Project reports are produced based on
donor requirements and varies from one
donor to another.
2. However, many donors require quarterly
reports which detail the status of the
project or program.
3. However, internally, organization
generate/keep daily, weekly, monthly
reports. Thus form part of the
MONITORING TOOLS.
4. Quarterly and annual Reports are needed
Types of Project Reports
Technical /Activity Report
• This is narrative report that details
how activities have been
unimplemented in reference to
project goals and objectives.
Financial Report
• This is financial analysis that shows
how funds have been utilized in the
project in pursuant of project goals
and objectives
2-Technical/Narrative
Report?
• A report gives feed back on the
objectives of the project or program.
Major details include but not limited
to the following:
1. What has been done or not done,
2. What went on well and what did not go
well,
3. Challenges faced in course of
implementing,
4. New knowledge or skills gained/lessons
gained,
Contents of a Report
• Cover Page
• Acronyms and Abbreviation
• Executive Summary
• Acknowledgements
• Background of Organization
• Background Information of the project
• Objectives of the project
• Description of activities under each objective
• Lessons Learnt
• Challenges faced by the project
• Recommendations/Way forward
• Conclusion
• Attachments/Appendices
Table of Contents
• At this level it should be automatic table of contents and
not manual. Automatic adjust itself as one changes font
size.
• (i) Acronyms and Abbreviation
• (ii) Executive Summary
• (iii) Acknowledgements
• 1.0 Background of Organization 6
– 1.1 Introduction …………….. 7
– 1.2 Experience
• 2.0 Background Information of the project
• 3.0 Objectives of the project
– 3.1 Overall objective
– 3.2 specific objectives
Table of Contents cont’
• 4.0 Description of activities under each objective
– 4.1 objective 1
• 4.1.1 River bank protection
• 4.1.2 Hot spot dyking
– 4.2 Objective 2
– 4.3 Objective 3