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EkChhin :  MS-Nepal Newsletter Oct-Dec 2001

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‘Eyes and Ears for NGOs’

MS is helping Partners to Institutionalise Impact Monitoring

- Nirmal Sharma

If you think that money and other resources for ‘development’ are raised for addressing the needs of poor people;

If you believe that 'development’ must improve the quality of people’s lives;

If you feel that the ‘development process’ should ensure increased accountability and

If you hope that the ‘development process’ would provide opportunity to learn and improve;

Then you are talking of Impact Monitoring.

Yes, this is what we have initiated in three MS-Nepal partner NGOs. They are Centre for Women Development (CWD), Women Welfare Association (WWA) and Kirat Yakthung Chumlung (KYC). However, developing a culture of regular monitoring of impact in NGOs is not something you simply go home and do after reading an article in Ekchhin; it is something that you develop. If you want to make a regular habit of looking for impact, then you should wait for one to two years to see an impact in people’s thinking and in the routines of your organisation. Moreover, you need to give roughly ten percent of your time on impact monitoring. And the time is easily saved through enhancement of the effectiveness of your activities, which you are likely to gain by monitoring them and learning from the results.

Impact monitoring increases accountability among the stakeholders - whether it may be between beneficiaries and NGOs, NGOs and Donors or the Donors and Citizens who contribute in the Donor’s purse. It is a process in which ‘Development profit’ is shared among stakeholders. Development profit is the improvement in the quality of life of people (beneficiaries) as a result of development efforts. Impact monitoring is a process that leads us not to what is ‘correct’ but to the ‘truth’ i.e. what the reality is. Truths are to be looked upon and observed. It is not always possible to know the truth by simply asking the people. People are polite. They will report to you on what they think will make you happy. But we also need to know about failures. Impact monitoring is about learning from people and reality - the process that tells us what works and what does not.

The following activities were carried out as part of the "MS Institutionalising Impact Monitoring" programme:

a) A two-day Leadership Workshop to introduce the idea of Institutionalising Impact Monitoring to NGO leaders;

b) A five-day workshop for Field staff on setting clear objectives and tools for monitoring;

c) A day-long workshop with decision makers.

a) Leadership Workshop:

All leaderships are not change resisters. However, when we think of introducing something new we have to prepare the leadership to cooperate with it. Moreover, many people are afraid of evaluation – especially leaders. They fear that if failures are reported, donors might stop funding support. But there is nothing to be afraid of failures. When there is a trust among the stakeholders, and clear objectives and common strategy failures can be good lessons to improve programmes. Moreover, for making monitoring a habit institutions have to contribute some extra resource. With this objective a two-day workshop was organized for institutional leaders. Leaders from seven MS-Nepal partner organizations took part in the workshop.

b) Field Staff Workshop:

Field staff is the frontline representatives of NGOs. They go to the field. They are the people who talk to beneficiaries about what was done, why it was done, and what was expected to come out. Staff members in the field ask beneficiaries relevant questions and also observe things to explore the realities. If required, the field staff may some time talk to outsiders to verify if the change has resulted from the programme. It is imperative that the field report includes information about all relevant issues discussed above. Moreover, the field report should also include information such as what has happened, what worked, what did not work along with suggestions both to the NGO and beneficiaries concerned. Information of this kind is very important to learn why something does work and something does not and what could be done in the future.

As a result of the first initiative two separate field staff workshops of eight days each were held in Palpa and Panchthar in June and September, 2001. Field staff from WWA and CWD took part in Palpa workshop. Moreover, one DW and two representatives from BASE took part in Palpa workshop as observers. With KYC being somewhat unique in its institutional objectives a separate workshop was organized for their field staff in Panchthar. However, representatives from Taplejung, Morang and Sunsari also took part in the workshop. In order to institutionalise some new skills it will be fair to train more people from the same organization.

Objectives Clarification : The first half of the day was dedicated to an introduction to the importance of monitoring and evaluation, difference between scientific and participatory evaluation etc. The next one and a half days were utilized in clarifying the objectives of the organisation. As a major outcome each participating organization prepared objective posters (objective diagram) in simple language. The objective diagram, one each for each participating organization, was prepared by using some basic guidelines. As has been the practice they were asked to write their objectives either in present or in past tense, not in future tense. All the ‘end objectives’ were kept on the top and all the ‘activities ‘at the bottom. Level wise objectives appeared in between the activities and the end objectives. Sufficient arrows were used to show the cause-and-effect relationship. Different punctuation marks were placed in the respective objective box upon doubt.

Considering the interest of large number of beneficiaries, who cannot read and write, all three participating organizations prepared pictorial objectives posters using ‘icons’ instead of text.

Tools and Techniques: In order to improve the capacity of field staff in conducting field evaluation it is essential for them to develop skills in selecting and using suitable tools to evaluate the specific objective in the poster. With this objective five days were spent on identifying tools. Participants could gain both theoretical knowledge and practical skills in the use of tools. Most of the tools were selected from PRA tool kit. Moreover, participants had a one-day field visit on the third day of the five-day workshop on tools.

c) Adjusting Organization:

In order to make monitoring and evaluation a regular process it requires several necessary arrangements in the organization. Some of them include setting-up of monitoring committee, development of job description of the staff who conducts field evaluation, reporting format, meetings, decisions, response to suggestions, etc. At the end of the eight-day workshop with field staff a one-day workshop was organized with decision makers to discuss which adjustments must be made within the organisation in order to make it responsive to reports from the field which assess impact, report on successes and failures and provide suggestions for improvements.


‘Making it a habit to see if it works’

‘Institutionalising Impact Monitoring’ is the technical term for ‘Making it a habit to see if it works’.

‘Institutionalising’ just means that something has become a habit in an organisation.

By ‘Impact’ we mean whether poor people’s lives have actually been improved – whether development works as intended.

And by ‘Monitoring’ we mean looking at it frequently – not just when there is a big evaluation exercise once very few years.

So ‘Institutionalising Impact Monitoring’ means that organisations working with development make it a habit to frequently check whether all the activities actually improve the lives of the beneficiaries. It is about giving organisations ears and eyes to hear and see and then learn.


Workshop Presentation

If you want to get an impression of the eight-day workshop, then MS can provide you with a CD with a 45 minutes PowerPoint presentation at cost price. You need a computer with a PowerPoint programme to see the presentations. This programme is found in the Microsoft Office pack. For CDs contact Purushottam Poudel at MS Nepal.

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Ekchhin : MS Nepal Newsletter

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