Lesson1 Introduction 2009 08-10-14 Slides
Transcript of Lesson1 Introduction 2009 08-10-14 Slides
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Training Course on
Statistics for Project Monitoring and EvaluationAugust 10 - 14, 2009
STATISTICAL RESEARCH AND TRAINING CENTER
J and S Building, 104 Kalayaan Avenue, Diliman, Quezon City
Lesson 1: IntroductionProject Performance Management System
(PPMS)
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Statistical Research and Training Center Statistics for Project Monitoring and EvaluationAugust 10 - 14, 2009
Goal
Present the concept and components of a
PPMS (also called PPMIS).
An overview of the general framework
where PPMS/PPMIS is developed andutilized in decision-making.
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Statistical Research and Training Center Statistics for Project Monitoring and EvaluationAugust 10 - 14, 2009
Topic Outline
Defining PPMS
Project Cycle
Policy Analysis
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Statistical Research and Training Center Statistics for Project Monitoring and EvaluationAugust 10 - 14, 2009
Defining PMS
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Statistical Research and Training Center Statistics for Project Monitoring and EvaluationAugust 10 - 14, 2009
Project Performance
Management System
A coherent and results-based approach to
monitoring and evaluatingimplementation performance and
development impact at various stages of
the project cycle. (ADB Operations
Manual)
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Statistical Research and Training Center Statistics for Project Monitoring and EvaluationAugust 10 - 14, 2009
Project Performance
Management System
System includes:
Setting project objectives
Designing projects
Monitoring and EvaluationProject performance (effectiveness and
efficiency)
Project impact Also called Results Monitoring and
Evaluation
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Statistical Research and Training Center Statistics for Project Monitoring and EvaluationAugust 10 - 14, 2009
Project Performance
Management System
Purpose: improved project performance
Uses Implementation: early warning formanagers and stakeholders of emerging
problems requiring corrective action.
Likelihood of achieving developmentobjectives?
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Statistical Research and Training Center Statistics for Project Monitoring and EvaluationAugust 10 - 14, 2009
Project Performance
Management System
Uses
Project Completion: accomplishment, projecteffectiveness, efficiency, and impact.
What is the impact? How to sustain
impact? 3 Years After Completion: sustainability,
lessons learned.
Is it worthy? Should it be expanded?Should it be replicated in other areas?
What needs to be adjusted?
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Statistical Research and Training Center Statistics for Project Monitoring and EvaluationAugust 10 - 14, 2009
Project Performance
Management System
Components
Project Framework/Logical Framework
Project Performance Report
Project Completion Report
Project Performance Audit Report
Monitoring and Evaluation
Impact Assessment Studies
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Statistical Research and Training Center Statistics for Project Monitoring and EvaluationAugust 10 - 14, 2009
Project/Logical Framework
Design tool ensuring quality upon entry
into the project.
Relationships between inputs, activities,
outputs, purpose, and goal. Usually participatory
Basis in which PPMS operates.
Timebound and quantified targets.
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Statistical Research and Training Center Statistics for Project Monitoring and EvaluationAugust 10 - 14, 2009
Project Performance Report
Management tool for monitoring
implementation progress.
Assessing the likelihood that projects will
achieve their development objectives. Tracking of project
Baseline situation vs. targets.
Input to process enhancement, strategy and
policy development.
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Statistical Research and Training Center Statistics for Project Monitoring and EvaluationAugust 10 - 14, 2009
Project Completion Report
Assessment of achievements vs. targets.
Lessons and recommendations for follow
up.
Performance Impact
Sustainability
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Statistical Research and Training Center Statistics for Project Monitoring and EvaluationAugust 10 - 14, 2009
Project Performance Audit Report
3-5 years after project completion, when
development impact should be evident.
Based on Logframe.
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Statistical Research and Training Center Statistics for Project Monitoring and EvaluationAugust 10 - 14, 2009
Monitoring and Evaluation
Based on the Project Framework
(Logframe)
Tracking components or the totality
of the Logframe
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Statistical Research and Training Center Statistics for Project Monitoring and EvaluationAugust 10 - 14, 2009
Impact Assessment
Following the logframe, linking the project
implemented towards achievement ofoutcomes and goals.
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Statistical Research and Training Center Statistics for Project Monitoring and EvaluationAugust 10 - 14, 2009
Project Development Cycle
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Statistical Research and Training Center Statistics for Project Monitoring and EvaluationAugust 10 - 14, 2009
Any activity that involves the use of scarce
resources during a specific time period for
the purpose of generating socio-economic
return (development) in the form of goodsand services.
Project
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Statistical Research and Training Center Statistics for Project Monitoring and EvaluationAugust 10 - 14, 2009
Transition of projects from inception,implementation, completion to maturity.
Others would refer to the primarystages which are development, initiation,
production, execution, and closing. .
Project Development Cycle
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Statistical Research and Training Center Statistics for Project Monitoring and EvaluationAugust 10 - 14, 2009
Project Development Stages
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Statistical Research and Training Center Statistics for Project Monitoring and EvaluationAugust 10 - 14, 2009
Phases and Stages of PDC
Pre-investment Phase
Concept or Identification stage
Definition and preparation stage
Feasibility study stage
Approval and Financing stage
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Statistical Research and Training Center Statistics for Project Monitoring and EvaluationAugust 10 - 14, 2009
Investment Phase
Detailed Engineering/Design stage
Implementation stage
Phases and Stages of PDC
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Statistical Research and Training Center Statistics for Project Monitoring and EvaluationAugust 10 - 14, 2009
Phases and Stages of PDC
Post - Investment Phase
Operation Stage
Ex post evaluation
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Statistical Research and Training Center Statistics for Project Monitoring and EvaluationAugust 10 - 14, 2009
Project Desirability
Needs/deficiencies of existing conditions
Strategic guidance to overcomeexisting/potential deficiencies
Determine alternatives to accomplish thedesired objectives
Initial assessment of project costs,timeframe and scope.
Select initial project design
Concept/Identification Stage
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Statistical Research and Training Center Statistics for Project Monitoring and EvaluationAugust 10 - 14, 2009
Preparation
Refinement of the elements in identification
stage Description of project objectives
Identification of principal issues
Timetable: stages of phases of PDC Technical and institutional, financial and
economic issues in achieving project
objectives
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Statistical Research and Training Center Statistics for Project Monitoring and EvaluationAugust 10 - 14, 2009
Preparation
To be done:
Detailed plans required to support facility Technical packages
Assessment of costs, time schedule
Identification of high risk areas, humanresources
Necessary support system Procedures, job description, budget of
funding paper
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Statistical Research and Training Center Statistics for Project Monitoring and EvaluationAugust 10 - 14, 2009
Feasibility
Overall potential/viability of project using
data/information from preparation stage
Culmination of all the preparatory work
Provides a comprehensive review of allaspects of the project before the final
decision about its viability is taken
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Detailed Design Once the project has been approved for
implementation the design task should be completed
in more detail such as on the following: basic programs
task allocation, resources
functions to be carried out/prioritized/operationform
technical requirements (manpower needs by skillclass)
blueprints and specifications for constructionfacilities and equipment
operating plans, schedules, contingency plans
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Statistical Research and Training Center Statistics for Project Monitoring and EvaluationAugust 10 - 14, 2009
Project Implementation
Completion of construction activities and
the subsequent operation
Time periods of implementation:
investment period (Work and FinancialPlan-global and annual)
development period
full operation period
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Statistical Research and Training Center Statistics for Project Monitoring and EvaluationAugust 10 - 14, 2009
Project Operation
Investment have been made/physical
structure have been completed Expected project benefits start to be
generated
Essential skills, plans and controllingorganizations to carry on with the functionof the project in order to avoid excessive
start-up costs, to determine projectssuccess/failure
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Statistical Research and Training Center Statistics for Project Monitoring and EvaluationAugust 10 - 14, 2009
Ex-post Evaluation One/two years after project completion
report (PCR) or ICR is completed, project
audit including: Project overall assessment Achievement of objectives
Re-evaluation of IRR/NPV Project benefits Performance of Borrower Creditor,
Contractor/Suppliers
Issues and problems along with projectdevelopment cycle stages
Re-evaluation of project feasibility
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Statistical Research and Training Center Statistics for Project Monitoring and EvaluationAugust 10 - 14, 2009
Policy Analysis
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Statistical Research and Training Center Statistics for Project Monitoring and EvaluationAugust 10 - 14, 2009
Policy Analysis
Process of scrutinizing the mechanics and
the possible implications of a policywhether positive or negative to the
prospective beneficiaries.
The process through which we identify and
evaluate alternative policies or programs
that are intended to lessen or resolve social,economic, or physical problems.
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Verify, define, and detail the problem.
Establish evaluation criteria
Identify alternative policies
Evaluate alternative policies Display and distinguish among alternative
policies.
Monitoring the implemented policy.
Steps in Policy Analysis
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Tool for planning and managing policyimplementations
Present information on how thecomponents of the policy influence theattainment of goals.
In policy analysis, a framework makesclear the purpose, the methods ofmonitoring the system, and the linksbetween the input (policies) and the
outputs (targets). Different literatures on the causationbetween inputs and the goals will facilitatethe construction of a framework.
Policy Framework
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Statistical Research and Training Center Statistics for Project Monitoring and EvaluationAugust 10 - 14, 2009
Clearly defined problems
A policy framework
A policy analysis
A policy that is about to beimplemented
Strategies in Intervention Planning
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Questions that can be asked regarding theintervention strategies to minimize digression
towards the goalsWhere are the main constraints in theservice delivery chain?
Possible constraints may includebudgetary, local/national governmentscapacity and among the institutional
stakeholders.What is the appropriate mix of social andeconomic infrastructures?
Strategies in Intervention Planning
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Specific infrastructures can be identified and a
social risk management protocol help define thesaid mix.
What should government spending priorities be
in meeting the development targets? How can integrated/interdepartmental
development be achieved in practice?
Is sequencing an important consideration in the
roll out of basic services?
Strategies in Intervention Planning
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Policy Support Measures: priorities andcommitments of program implementers andbeneficiaries.
Choice of Technology
Environmental aspects
Socio-cultural integration
Organizational capacity to manage program
activities. Economic viability and financial
sustainability.
Factors in Sustainability
of Policies
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Training Course on
Statistics for Project Monitoring and EvaluationAugust 10 - 14, 2009
STATISTICAL RESEARCH AND TRAINING CENTERJ and S Building, 104 Kalayaan Avenue, Diliman, Quezon City
End of Introduction