To get a better understanding about which elements of your organisational monitoring, evaluation and learning practices are strong and should be maintained and which need to be further developed, revised or reviewed.
How does it work?
The assessment tool looks at your organisational capacities in monitoring, evaluation and learning (MEL).
This tool operates on six dimensions that were identified as the most essential for defining good monitoring, evaluation and learning practices within project work:
- Organisational Culture and Norms
- Planning and Decision Making
- Knowledge Management
- Human Resources
- Financial Management
- External Relations
Each dimension is structured among specific criteria. For each criteria two analytical levels – norming and doing – are distinguished helping you to better understand different aspects of monitoring, evaluation and learning in your organisation.
- Norming refers to the institutionalised and explicitly formulated organisational procedures ensuring that the organisation has agreed on and outlined specific practices as guidelines for its personnel in their daily work.
Example: the organisation has developed a strategic plan, it is written and contains organisational goals, success indicators and a corresponding time frame
- Doing refers to the actual action the organisation undertakes in the respective dimension
Example: if and how often the organisation actually makes use of its strategic plans and uses them as the basis for its operations.
Specific quality indicators are listed in the assessment tool, that will help you to measure your practices per criteria. The indicators are measuring the availability of documents, relevance, utilisation, effort and efficiency in their work.
After you read each indicator you can assess this aspect by indicating (marking) if your organisation is not even close, has a long way to go, is halfway, is almost there or is there. These are the scales used throughout the entire assessment. In addition, some examples of possible sources are displayed to make it easier for you to verify the indicators. You are encouraged to add your own data sources.
As a result of this assessment process you will have an overview of where your organisation stands in terms of all analysed dimensions and indicators. Then you can start reflecting on the assessment and summarise the main strengths and weaknesses you identified in terms of Norming and Doing and make a concrete action plan based on your conclusions!
How long will it take?
A quick scan of the six dimensions can be done in one session of two-three hours, but a more in-depth and participatory organisational assessment may take more time. Often, a process could even take up to one or two years if you want to make changes to your practices and monitor their implementation.
Step by step:
Step 1) Download the entire assessment tool or only the assessment of one or more dimension and save it to your device. Find the different options version below.
How does your organisation do monitoring, evaluation and learning at the organisational level?
|Assess your organisational capacities on monitoring, evaluation and learning
FULL assessment of all 6 dimensions
How does your organisation deals with conflicts, diversity, sustainability, safety and learning?
|Assess your organisational culture and norms|
How does your organisation make long-term strategies and how do decision making processes look like?
|Assess your planning and decision-making processes|
|How does your organisation develop, use and share knowledge?||
|What does your organisation do in terms of recruitment, training and supporting its personnel to ensure quality in MEL activities?||Assess your human resources management|
How does your organisation manage, monitor and evaluate its budgets?
|Assess your financial management|
How does your organisation identify and engage with others in relation to monitoring, evaluation and learning?
Step 2) Print out the assessment tool for each person that will be involved in the self-assessment of your organisation (RECOMMENDED)
OR convert the document to any program you like to work with on your device (online or offline), such as Google drive, Excel, PDF working document
Step 3) Read the “Getting ready for the assessment” section below (brief explanation) or download and read the “Getting ready for the assessment” document (elaborated explanation, RECOMMENDED)!
Step 4) Start assessing by filling in (marking) if your organisation is not even close, has a long way to go, is halfway, is almost there or is there for each criteria that you want to assess.
Step 5) Analyse your results
Step 6) Reflect on your results
Step 7) Make an action plan for improvement
Step 8) Go to the learning for organisations page of the guide to find concrete tips and tools per dimension that you can use while you make and implement your action plan.
Getting ready for the assessment
Assessing monitoring, evaluation and learning practices at project or organisational level requires preparation. You need to gather information about your work and to create spaces for reflection and analysis of this information.
A team effort. Rarely, one person has the complete overview of all organisational practices, so we emphasise that the assessment is a participatory team effort.
Preparation is essential. A good preparation is essential to make the most of an assessment exercise. Before starting the assessment, we suggest that you consider the following questions:
- What? Is it clear what the assessment is about? What can we expect from this exercise?
- Why? Why should we assess our monitoring, evaluation and learning practices?
- Who? Who should participate in the assessment?
- How? What methods can we use to organise an assessment process?
- When? What is the best moment to engage in an assessment exercise? How long should it take?
You can read more about how to address these questions and prepare for the assessment in the following document: Getting ready for the assessment.
Finished with the assessment? Go to learning for Organisations page of the guide to take concrete actions to improve your monitoring, evaluation and learning (MEL) practices at organisational level.