[SN-ANNOUNCE] University of Stellenbosch: Outcomes-Based Monitoring and Evaluation Course

[University of Stellenbosch]

TO ALL SANGONeT USERS

The School of Public Management & Planning at the University of Stellenbosch
in association with African Information Institute (Pty) Ltd presents
five-day course in Outcomes-Based Monitoring and Evaluation.

This course is accredited with the HEQF on NQF level 7 and counts for eight
(8) credits

Dates: 26-30 May 2008
Venue: Hotel Apollo
Presenters:	Ms Babette Rabie (US)
		Prof Fanie Cloete (UJ)
            Prof Christo de Coning (UWC)
            Ms Adéle Burger (US)

WHAT PREVIOUS DELEGATES SAID ABOUT THIS COURSE
* Thanks for a highly & well-structured course – would work towards
attending further courses.
* The course was very informative. Excellent presentations by all three
presenters. Really enjoyed it. Thank you very much.
* Excellent, provocative course. Will definitely implement lessons learnt.
* I gained insight in the M & E process.
* Course was very much interesting. Gained plenty of new knowledge on M & E.
Have new perspective on M & E.
* As a HIV coordinator on ground level it was very interesting to learn from
all the different role-players regarding M & E. I think M & E should be part
of our induction manual to make people aware of importance of correct raw
data and implementing it in M & E system.
* To have an opportunity to attend lectures of this nature was the best
practice ever. To understand the capabilities of developing one self. The
course is highly appreciated, with all the skills, methods and techniques
that I have learnt.
* The course was very interesting and informative. Since it's still
relatively new a person will still need to attend more intensive courses.
The course was also a bit tough when it comes to putting the theory to the
practical situation.
* Very context expanding course. Well presented by competent, informed and
knowledgeable facilitators.
* Course is well structured with various presenters. The link between theory
and practice is excellent, especially the use of group discussions which
help me zoom into my work situation.
* I want to thank you for your immeasurable contributions in shaping my
outlook of the system application in a worldwide view. I hope to just
consolidate the knowledge through application and further studies. Extremely
remarkable work.

Introduction:
“An effective state is essential to achieving sustainable socio-economic
development. With the advent of globalization, there are growing pressures
on governments and organizations around the world to be more responsive to
the demands of internal and external stakeholders for good governance,
accountability and transparency, greater development effectiveness, and
delivery of tangible results. Governments, parliaments, citizens, the
private sector, nongovernmental organizations (NGO’s), civil society,
international organizations, and donors are among the stakeholders
interested in better performance. As demands for greater accountability and
real results have increased, there is an attendant need for enhanced
result-based monitoring and evaluation of policies, programs, and projects.”
[Kusek & Rist, 2004: xi]

Course objective and outcomes:

Objective:
To instil in the public sector monitoring and evaluation systems and
practices that focus on delivering outcomes, improving public sector
performance and enhance accountability and good governance.

Outcomes:
After attending this course, participants should be able to:

* Explain and define monitoring and evaluation
* Explain the context of monitoring and evaluation in the public sector
* Understand the legal context of monitoring and evaluation
* Describe various approaches and techniques for monitoring and evaluation
* Understand and explain the steps to establishing an outcome-based
monitoring and evaluation system 
* Understand the reporting requirements for monitoring and evaluation
* Describe requirements for institutionalising monitoring and evaluation
systems and practices in the public sector
* Describe and explain monitoring and evaluation as a policy tool and as a
performance management tool

Who should attend:
All managers and officials faced with the challenge of managing for results
through the monitoring and evaluation of public sector policies, programs
and projects. Minimum requirement for access to the course is a
matriculation certificate.

Assessment and credits:
The course is accredited with the HEQF on NQF level 7 and counts for eight
(8) credits. To obtain the certificate of competence, participants will be
required to submit to the following assessments:

* In-course group assessment(s) as determined by the course facilitator to
test basic understanding (30% of the course mark); and
* A written post-course assignment to be submitted 30 days after the
conclusion of the course (70% of the course mark)

Course presenters:
Prof Fanie Cloete
Professor: Dept of Public Governance, University of Johannesburg 

Fanie Cloete (53) is currently Professor at the Department of Public
Governance, University of Johannesburg.  He has extensive career experience
in the public sector and has travelled and studied widely abroad.  He is
also an advocate of the Supreme Court of South Africa.  He holds inter alia
an LLB degree from the Rand Afrikaans University and a D Phil degree in
Political Science from the University of Stellenbosch.  
Prof Cloete has so far published more than 60 academic articles on topics
like social change, policy studies, political and institutional development,
local government, decentralisation, land reform, minority rights,
negotiation and conflict management.  He is co-editor of the books POLICY
OPTIONS FOR A NEW SOUTH AFRICA (1991), DYNAMICS OF NEGOTIATION IN SOUTH
AFRICA (1992) and POLICIES FOR PUBLIC SECTOR TRANSFORMATION IN SOUTH AFRICA
(1995), while he also authored LOCAL GOVERNMENT TRANSFORMATION IN SOUTH
AFRICA (1995), AT FULL SPEED THE TIGER CUBS STUMBLED (2000), and a
co-authored book titled IMPROVING PUBLIC POLICY (2000). His most recent book
is titled STRATEGIC MANAGEMENT SUPPORT TECHNOLOGIES IN THE PUBLIC SECTOR,
2003. He is currently involved in an extensive research project on the
development of better policy assessment indicators for improving good
governance outcomes through the use of integrated electronic management
support tools (including e-government and policy performance measurement
applications) in the public sector. He is a policy consultant for various
organisations in the public and private sectors on these and related issues.
He is the current chair of the SAQA Standards generation Body for Public
Administration and Management in South Africa (SGB: PAM), and of the Public
Policy Association of South Africa (PPASA). He is also the former
chairperson of the Western Cape Local Government Demarcation Board and a
former consultant for the National Demarcation Board. He was also a member
of the Presidential Review Commission on the Restructuring of the South
African Public Service.

Ms Babette Rabie
School of Public Management and Planning, University of Stellenbosch

Ms Babette Rabie completed the degrees BA (with Industrial Psychology),
HonsBA (Public and Development Management), cum laude (Dux student), and MA
(Public and Development Management) cum laude at the University of
Stellenbosch. Her Thesis focussed on the training needs of local government
managers with regard to the implementation of performance management
systems. She is currently busy with her PhD on outcomes-based monitoring and
evaluation of the public sector. Specifically, her focus is on the
development of sustainable outcome indicators to identify high impact local
economic development strategies for South African local government.Ms Rabie
is the Coordinator: Teaching Development and Support in the School of Public
Management & Planning at the University of Stellenbosch in South Africa. She
specialises in web-based teaching and the promotion of innovative teaching.
She is also a part-time lecturer in the School teaching policy, management
and development subjects at undergraduate and postgraduate level. Through
the community and public sector capacity-building projects of the School of
Public Management and Planning she is involved in several public sector and
community projects, relating to policy analysis, performance management,
local economic development, strategic management, integrated development
planning, human resource management, training and facilitation,
organisational science and project management. 
 
Prof Christo de Coning
School of Government, University of the Western Cape

Prof Christo de Coning is at present a senior academic at the Graduate
School of Public and Development Management (University of the
Witwatersrand) and Programme Manager of the Mpumalanga Management Programme
(MMP) in Nelspruit. In this capacity he has established the Mpumalanga
Management Programme (MMP) which mainly involves the presentation of the
Master of Management (MM/P&DM) at the Agricultural College near Nelspruit
and the design and presentation of the Certificate for Project Managers
Course in partnership with the University of Alberta in Canada and the
Mpumalanga RDP Office.  The MMP also provides support for the co-ordination
of Certificate courses such as the Senior Managers Course in Mpumalanga. 
Other MMP activities include, most recently, the design and management of
the Maputo Corridor Capacity Building Programme, the establishment of an
Mpumalanga Resource Centre as well as programme support for the university
establishment initiative in the Province. Prior to joining P&DM he has
served with the Development Bank (DBSA) from 1989 to 1997 and has served in
the capacity of Policy Analyst, Programme Leader (Operations Complex),
Policy Programme Co-ordinator, as well as Divisional Manager.  Most recently
he served as country co-ordinator for Angola, Tanzania, Zambia and Mauritius
as well as acting as Principal institutional specialist at the DBSA.  He
also served as Divisional Manager of the Institutional Policy Programmes of
the Centre for Policy and Information (CPI) for three years.  He served as a
researcher and lecturer at the RAU Department of Development Studies from
1985-1989.  He completed his BA and BA Hons (cum laude) in 1982 and his MA
(Development Studies at the Rand Afrikaans University) in 1987.
Subsequently, he completed a D Litt et Phil thesis at UNISA during November
1995. In the recent past he served on the DBSA Transformation Task Force as
deputy chairperson. He has also served as representative on the Technical
Support Team of the Commission of Demarcation and Delimitation of Regions
(CDDR) during Trade Centre Negotiations and has published more than forty
articles in scientific journals in the areas of public and development
management, policy management, programme and project management as well as
institutional development.

Ms Adéle Burger
School of Public Management and Planning, University of Stellenbosch

Adéle Burger is the Co-ordinator of Research for the School of Public
Management and Planning. Adéle is also the Project Manager of JUPMET
programmes of the School. She completed a BA degree, specialising in
Sociology and Psychology in 1995 and she is currently completing her
Master's degree in Sociology, focusing on different needs assessment
methodologies. Adéle is active in the field of research and has been
involved in numerous research projects. At a provincial level she was
involved in research at the Department of Sociology’s research unit,
DATADESK from 1995 – 1999. Projects include socio-economic profiles in
Haarlem, Zoar, Suurbraak, Goedverwaght, Vredendal, Vanrhynsdorp and
Langebaan. At a national level she was involved in the following research
projects A Survey on the phasing out the State Maintenance Grant, 1999
(DATADESK) which was conducted for the Department of Welfare, and the South
African Demographic and Health Survey (SADHS, 1989) and conducted by the
Free State University and the HSRC for the Department of Health.  Some of
her more recent research and consulting activities include the following.
Assistance in the design, research and writing of an Anti-Poverty Social
Inclusion Strategy for Oostenberg Administration. The assessment of the
satisfaction of housing beneficiaries in the Eureka and Fisantekraal Housing
developments for the Department of Housing: Tygerberg Administration. A
longitudinal study in Wesbank community, assessing outcomes based housing,
which forms part of a National Research Foundation funded study. Conducting
training needs assessments for the provincial department of Housing, Local
government and the European Union Parliamentary Support Programme. Designing
and setting up a database on poverty alleviation programmes, interventions
and organisations in the Western Cape for the Department of Social Services.
The design of a questionnaire to analyse the local economic development
strategies of Lephalale Municipality. Research into the development of a
business development framework for the City of Cape Town.  Research into the
institutionalisation of governance structures for liquor regulation in the
Western Cape for the Department of Economic Development and Tourism. Her
research interests include methodological research, developmental research,
rural development, local government, poverty alleviation and housing.

Daily Programme of Activities:

DAY 1
Monday 26 May 2008
MONITORING & EVALUATION IN THE PUBLIC SECTOR

8:30 - 10:00: 		MONITORING AND EVALUATION DEFINED 

* The need for M&E
* Defining M&E
* Objectives of M&E
* Linking M&E to other management functions

10:00 – 10:30	MORNING TEA/COFFEE
10:30 – 12:00	MONITORING AND EVALUATION DEFINED (Cont)

• Monitoring and evaluating for results
• M&E tools and techniques

12:00 – 12:45	LUNCH
12:45 – 14:15	M&E Problems and Best Practices 

* Group activity: Discuss and identify general problems with M&E systems 
* Group activity: Discuss and identify the characteristics of good M&E
systems

14:15 – 14:30	AFTERNOON TEA/COFFEE
14:30 – 15:45	PLENARY SESSION

* Which of the problems identified are general management problems, and
which relate specifically to M&E?
* M&E can only be effective within a sound management environment. What is
required to overcome the general management problems or gaps as identified
above?

15:45 – 16:00	ASSESSMENT AND CONCLUSION DAY 1

DAY 2
Tuesday 27 May 2008
M&E STATUS QUO WITHIN THE ORGANISATION

8:30 - 10:00: 	POLICY FRAMEWORK FOR M&E IN South Africa 

* Legal framework for M&E in the public sector
* GWME, PSC, SASQAF

10:00 – 10:30	MORNING TEA/COFFEE
10:30 – 12:00	WHAT IS THE CURRENT STATUS OF M&E IN THE DEPARTMENT?

* Policy documents
* M&E systems
* M&E procedures

12:00 – 12:45	LUNCH

12:45 – 14:15	WHAT PROBLEMS OR GAPS ARE THERE IN THE CURRENT M&E POLICIES
AND PROCEDURES OF THE DEPARMENT? 

* Problems with M&E policies, systems and procedures in comparison to the
theoretical and legal framework provided

14:15 – 14:30	AFTERNOON TEA/COFFEE
14:30 – 15:15	REFLECTION ON IDENTIFIED GAPS

* What needs to change in order to address the identified problems and
enhance the effectiveness of the department’s M&E policies, systems and
procedures?

15:15 – 15:45	PLENARY DISCUSSION
15:45 – 16:00	ASSESSMENT AND CONCLUSION DAY 2

DAY 3
Wednesday 28 May 2008
DESIGNING A M&E SYSTEM

8:30 – 10:00	 	DEVELOPING A RESULTS-BASED M&E SYSTEM 
      
What information should be provided? To whom? By when?
* Conducting a readiness assessment to assess the institutional capacity and
political willingness to monitor and evaluate goals
* Agreeing on outcomes to monitor and evaluate
* Selecting key indicators to monitor outcomes
* Baseline data on indicators
* Planning for improvement and selecting targets
* Monitoring for results
* The role of evaluations
* Reporting findings
* Using findings
* Sustaining the M&E systems within the organisation

10:00 – 10:30	MORNING TEA/COFFEE
10:30 – 12:00	DEVELOPING A RESULTS-BASED M&E SYSTEM 

Reflect back on the specific M&E problems identified on Day 2. In terms of
the 10-steps and the discussion on institutionalisation, what needs to be
done to develop or improve the M&E system of the department?

12:00 – 12:45	LUNCH
12:45 – 14:15	DEVELOPMENT OF INDICATORS
      
* Object of indicators, types of indicators, criteria for indicators,
composite indicators

14:15 – 14:30 	AFTERNOON TEA/COFFEE
14:30 – 15:45	DEVELOPMENT OF INDICATORS  

Within your group, reassess the relevance, value and accuracy of indicators
used to monitor and evaluate performance within policies, programmes and
projects of your department. Redevelop or substantiate the indicators where
necessary. This presentation will be assessed and will contribute to the
final mark for this course.

15:45 – 16:00	ASSESSMENT OF DAY 3

DAY 4
Thursday 29 May 2008
INSTITUTIONALISING AND IMPLEMENTING M&E

8:30 – 10:00		INSTITUTIONALISING THE M&E SYSTEM

* Institutional considerations for effective functioning of the M&E system.
* Experiences of the Department of the Premier (Western Cape Provincial
Government) Maputo Corridor, Mpumalanga
* Using electronic systems

10:00 – 10:30	MORNING TEA/COFFEE
10:30 – 12:00	INSTITUTIONALISING THE M&E SYSTEM

In terms of the discussion on institutionalisation, what needs to be done to
develop, improve or realign the M&E system of the department? Reflect back
also on the general management issues and specific M&E problems that must be
addressed as identified on Day 2. Develop or redesign the departmental M&E
system and structure to better integrate operational management with the
strategic planning and budgeting processes of the department, as well as the
policy review and legislative drafting schedule of cabinet. This
presentation will be assessed and will contribute to the final mark for this
course.

12:00 – 12:45	LUNCH
12:45 – 14:15	M&E IN PROGRAMMES AND PROJECTS
14:15 – 14:30 	AFTERNOON TEA/COFFEE
14:30 – 15:45	M&E IN PROGRAMMES AND PROJECTS 

Design an M&E framework for a programme or project currently implemented by
the Department that you need to monitor and evaluate. Include the following
in your M&E framework:

* The outcome and specific objectives of the programme/project
* Input, output, process and outcome indicators, targets, milestones for
monitoring and assessing the attainment of various stages of the
programme/project
* Indicate responsibility for the M&E of various aspects of the
programme/project

15:45 – 16:00	COURSE ASSESSMENT & PROGRAMME CONCLUSION

DAY 5
Friday 30 May 2008
OBTAINING DATA AND INFORMATION FOR M&E

8:30 – 10:00	 	INTRODUCTION TO RESEARCH DESIGN
* Research Design
* Research Methodology
* Data collection

10:00 – 10:30	MORNING TEA/COFFEE
10:30 – 12:00	RESEARCH DESIGN (cont)

Activity: Reflect back on the programme / project identified on Day 4.
Specify how you will obtain the information for the identified indicators,
including the research design, methodology or secondary datasets to be
utilised.

12:00 – 12:30	COURSE ASSESSMENT & PROGRAMME CONCLUSION
12:30 			LUNCH