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M&E Tools for Advocacy Work
INTRAC (2020), 7 pp.
"Many different tools and methodologies can be used to support advocacy work. Some are designed specifically for monitoring and evaluation (M&E) purposes. Others are designed to support the planning and management of advocacy interventions, but can be used or adapted for M&E purposes. CSOs often emp
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Aggregation and Summarisation
INTRAC (2019), 7 pp.
"CSOs sometimes need to summarise or aggregate information across multiple interventions. This can be a difficult and challenging task, especially for large non-governmental organisations (NGOs) working in many different countries and/or sectors. Summarisation and aggregation can be achieved through
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Theory of Change
INTRAC (2017), 4 pp.
"A Theory of Change approach to planning and evaluation is increasingly being considered essential practice within social development. Theories of Change can be developed in many ways. Common elements include an articulation of how change happens in a particular context, clarification of an organisa
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Surveys and Questionnaires
INTRAC (2017), 5 pp.
"Surveys and questionnaires are designed to collect and record information from multiple people, groups or organisations in a consistent way. Surveys and questionnaires can be used on their own as data collection tools. They are also an essential part of some more complex data collection and analysi
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Process Tracing
INTRAC (2017), 5 pp.
"Process tracing is a qualitative analysis methodology. The main purpose of process tracing is to establish whether, and how, a potential cause or causes influenced a specified change or set of changes. This is done by applying formal tests to examine the strength of evidence linking potential cause
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Tracer Studies
INTRAC (2017), 3 pp.
"In a tracer study, data is collected and analysed repeatedly over time. For monitoring and evaluation purposes, tracer studies are often designed to track changes at individual level, following a development intervention. However, they might also focus on other units of analysis such as communities
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Focus Group Discussions
INTRAC (2017), 3 pp.
"Focus group discussions are facilitated discussions, held with a small group of people who have specialist knowledge or interest in a particular topic. They are used to find out the perceptions and attitudes of a defined group of people. Focus group discussions can be applied at any stage of the pr
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"To understand the changes brought about by a project or programme it is first necessary to understand what the original situation was. This is known as the baseline. Baselines can range from simple data collection exercises through to large, expensive surveys. They are an important part of many M&E
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Monitoring
INTRAC (2017), 6 pp.
"Monitoring is the systematic and continuous collection and analysis of information about the progress of a development intervention. Monitoring is done to ensure that all the people who need to know about an intervention are properly informed, and so that decisions can be taken in a timely manner.
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Secondary Data Sources
INTRAC (2017), 2 pp.
"Sometimes, information is used for planning, monitoring or evaluation that has previously been collected by other people or organisations for their own purposes. This is known as secondary data. There are many potential sources of secondary data. Secondary data can be used at any stage of a project
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Programme Indicators
INTRAC (2017), 4 pp.
"Some programme indicators are designed to be collected at programme level. Others are designed to capture, summarise or aggregate information collected at project or partner level. It is important to clarify how information on indicators is transmitted between different levels of a programme." (Int
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Real-Time Evaluation
INTRAC (2017), 3 pp.
"A real-time evaluation (RTE) is designed to provide immediate (real time) feedback to those planning or implementing a project or programme, so that they can make improvements. This feedback is usually provided during the evaluation field work, rather than afterwards. RTEs are normally associated w
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Contribution Analysis
INTRAC (2017), 4 pp.
"Contribution analysis is a methodology used to identify the contribution a development intervention has made to a change or set of changes. The aim is to produce a credible, evidence-based narrative of contribution that a reasonable person would be likely to agree with, rather than to produce concl
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Types of Evaluation
INTRAC (2017), 4 pp.
"There are many different types of evaluation. Each type has its own set of processes and/or principles. Many factors influence decisions over what type of evaluation to use. Evaluations can be categorised according to their purpose, who conducts them, when they are carried out, the broad approach u
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Interviews
INTRAC (2017), 4 pp.
"Interviews are routinely carried out when projects and programmes are planned, monitored or evaluated. Interviews may be carried out face-to-face or through remote media. They may be carried out with individuals or groups. They may be unstructured, semi-structured or structured. And they may be inf
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Impact Grids
INTRAC (2017), 3 pp.
"An impact grid is a tool that helps stakeholders involved in a development intervention to analyse multiple changes by mapping those changes onto a grid. A typical grid charts the extent of change alongside the degree of contribution of the intervention. Impact grids can be used for many different
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Participatory Evaluation
INTRAC (2017), 3 pp.
"A participatory evaluation actively involves key stakeholders, especially the intended beneficiaries of a project or programme, in the design and implementation of the evaluation. Participatory evaluations can be carried out for many reasons. The two most common are to empower beneficiaries to bett
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Most Significant Change
INTRAC (2017), 4 pp.
"The Most Significant Change (MSC) technique is a form of participatory monitoring and evaluation. It involves the collection and selection of stories of change, produced by programme or project stakeholders. MSC can be used in projects and programmes where it is not possible to precisely predict de
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"Sampling is a process that enables information to be collected from a small number of individuals or organisations within a project or programme, and then used to draw conclusions about a wider population. There are many different sampling methods. Quantitative analysis tends to require large, rand
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Quasi-Experimental Approaches
INTRAC (2017), 6 pp.
"Experimental approaches work by comparing changes in a group that receives a development intervention with a group that does not. The difference is then attributed to the intervention. In a full experimental approach, units are randomly allocated to two groups – one that receives the intervention
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