Department of International Health, Johns Hopkins Bloomberg School of Public Health, Baltimore, MD, USA.
Glob Health Action. 2022 Jun 30;15(sup1):2067396. doi: 10.1080/16549716.2022.2067396.
Practitioners in global health are called to monitor and evaluate their projects. This keeps projects on track, it meets donor and public demand, and it is a key mechanism by which global health organizations hold themselves accountable and improve their community of practice. However, monitoring and evaluation (M&E) is time- and resource-consuming, bringing into question whether the effort expended on M&E is worth it. While there has been a shift towards emphasizing the learning aspect of M&E, non-governmental organizations (NGOs) and other actors still struggle to get value from their efforts. One reason for this is that M&E plans are often not coherent or employed to their full potential. Theories of change, indicator lists, and data collection become a series of disjointed efforts that do not tie together. They become tick-the-box exercises to satisfy donors rather than a logical approach to draw meaningful findings for stakeholders, governments, and local communities. In this paper, we propose a step-by-step approach to utilizing M&E tools to their fullest potential, including: (1) a clearly defined theory of change that captures all program pathways and shows all intermediate objectives needed to achieve impact, (2) indicators which directly reflect the intermediate and ultimate objectives in the theory of change, and (3) a data collection plan which includes appropriate methods to measure indicators and address the questions stakeholders want answered. We make the case for a simpler, more coherent approach to M&E and propose a new tool to help practitioners more easily develop evaluation plans that are rigorous, practical, and worth the effort.
全球卫生从业者被要求对其项目进行监测和评估。这可以使项目保持在正轨上,满足捐赠者和公众的需求,也是全球卫生组织对自身负责并改进其实践社区的关键机制。然而,监测和评估(M&E)既耗时又耗资源,这就引发了一个问题,即投入到 M&E 中的努力是否值得。虽然已经有了从强调 M&E 的学习方面转变的趋势,但非政府组织(NGO)和其他行为者仍然难以从他们的努力中获得价值。其中一个原因是,M&E 计划往往不连贯或没有充分发挥潜力。变革理论、指标列表和数据收集成为一系列不相关的努力,无法联系在一起。它们变成了为了满足捐赠者而进行的勾选练习,而不是一种为利益相关者、政府和当地社区得出有意义的发现的逻辑方法。在本文中,我们提出了一个分步骤的方法,以充分利用 M&E 工具,包括:(1)一个明确界定的变革理论,它可以捕捉到所有的项目路径,并展示实现影响所需的所有中间目标;(2)直接反映变革理论中中间和最终目标的指标;(3)一个数据收集计划,其中包括适当的方法来衡量指标并解决利益相关者想要回答的问题。我们提出了一个更简单、更连贯的 M&E 方法,并提出了一个新的工具,帮助从业者更容易地制定严格、实用且值得付出努力的评估计划。