Session 2: Barangay Development Planning (BDP) and CapDev

Agenda Formulation

BDP Step 8:
CRAFTING THE
MONITORING AND
EVALUATION PLAN

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 BDP Step 8:
Crafting the M&E Plan

STEP 10 STEP 1

Adoption & Organizing STEP 2

Approval of the BPT &
STEP 9 Updating the
the BDP BDC-TWG
Barangay
Writing and Databases/
Packaging the Profile
BDP

STEP 3

STEP 8 Participatory
PARTICIPATORY BDP Situational
Analysis
Crafting the PROCESS
M&E Plan

STEP 4
STEP 7
Formulating
Investment STEP 6 STEP 5 or Revisiting
Programming the Barangay
Determining Goal & Vision
the PPAs & Objective
CapDev Setting
Agenda

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 Crafting the M&E Plan

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 Monitoring (Pagsubaybay)

• Ang pagsubaybay (monitoring) ay isang proseso na kung

saan ay tinitiyak na ang lahat ng itinakdang iskedyul,
budget at gawain na nasa plano ay naisasakatuparan.
• Ito ay ang pagtitiyak na ang proyekto o programang
ipinapatupad ay nasa tamang direksyon batay sa layuning
itinakda sa plano.
• Ito rin ay isang proseso ng pagtitiyak na ang lahat ng
aspeto sa plano ay nasa tamang direksyon.

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 Kahalagahan ng Pagsubaybay

✔ Nagsisilbing batayan sa mga susunod pang gawain na

nakaplano
✔ Nagsisilbing sukatan sa pag-unlad o pagsulong ng mga
gawain batay sa planong ipinatutupad
✔ Nagsisilbing corrective measures;
✔ Natutukoy kung merong pagtaliwas sa pinagkasunduang
plano

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 Mga metodolohiyang ginagamit sa pagsubaybay

✔ Actual visits
✔ Interviews
✔ Pag-uulat o paggawa ng report
✔ Pulong o pagsasagawa ng mga miting
✔ Konsultasyon sa mga nagsasagawa o nagsasakatuparan ng
mga programa o proyekto
✔ Konsultasyon sa mga benepisyaryo o sa mga naapektuhan ng
programa o proyekto (positibo man o negatibo)

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 Pagtatasa o Ebalwasyon

2 Tipo ng Ebalwasyon
1. Formative / On-going Evaluation – Ginagawa ito habang
nagpapatupad ng programa at plano. Layunin nito na
magabayan ang mga namumuno para makapagwasto ng
patakaran, plano, alokasyon ng rekurso at iba pa.

1. Summative / Post Evaluation - Ginagawa ito pagkatapos

ng implementasyon. Ito ang malalimang pagsusuri ng resulta
at impact ng programa o proyekto na naglalayong mabigyan
ang pamunuan ng impormasyon para sa hinaharap na
pagpaplano

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 Kahalagahan ng Ebalwasyon

✔ Upang makita ang tagumpay ng programa o proyekto;

✔ Masukat ang pag-unlad batay sa layunin ng programa;
✔ Matukoy ang kalakasan at kahinaan ng disenyo o plano o
proyektong nagawa;
✔ Makakuha ng mga impormasyon para sa plano at mapamahalaan
ang aktibidad o gawain ng programa ng mahusay;
✔ Pagbabahaginan ng karanasan (upang maiwasang makagawa ng
parehong pagkakamali o di kaya’y himukin ang ibang tao na
gamitin ang pamamaraang subok ng epektibo);
✔ Pagpapa-unlad ng pagsubaybay (monitor) upang mapahusay ang
pamamahala ng programa o proyekto.

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 Crafting the Monitoring and Evaluation Plan
In summary…
Monitoring shows whether a
PPA in the BDP is being
implemented as planned and
scheduled. It assesses
whether the PPA follows the
prescribed specifications and
quality, and whether it stays
within the allocated budget.
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Evaluation checks whether
the intended beneficiaries are
actually
reached by the PPA. It looks
at the results or impacts of
the PPA on the target
beneficiaries
and on the barangay.
 Crafting the Monitoring and Evaluation Plan

Monitoring and Evaluation assesses the PPA in two areas:

▪ the implementation of the PPA; and
▪ the achievement of its goals, covering both the overall and the sector-
specific goals.

It is important to prepare the monitoring and evaluation plan to

▪ determine in advance the indicators to be monitored, data source, methods
of gathering data, frequency of monitoring activity and the tasking
▪ Have a document guide in tracking and assessing the progress of the BDP
and the results of the PPAs, and in monitoring the status of implementation,
fund utilization, processes being done, issues and concerns, actions taken
& recommendations

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 Crafting the Monitoring and Evaluation Plan- Template
Vision Statement:

Mission Statement:

Data Collection Unit

Sectoral Goals Indicators Baseline Target Data Source Frequency
Method Responsible
Social Sector

Economic Sector

Environment

Infrastructure

Institutional

PPAs and Investment Plan

Data Collection Unit

Objectives PPAs Description Target Outputs Data Source Frequency
Method Responsible
Social Sector

Economic Sector

Environment

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 Crafting the Monitoring and Evaluation Plan
STEPS
1. List statements of vision and mission, as well as sector specific goals and objectives, and
priority PPAs
2. Provide the indicator that will be used to track and measure the goals’ progress over time. In
the context of M&E, indicators are measurable signs that show the progress toward a goal or
outcome. There are typically more than one indicator for each goal or outcome. Refer to the
BOPIS for examples of indicators that you can use in monitoring and evaluation.
3. For each indicator, provide the current data that will be used as the baseline for measuring
progress in the future. Refer to the results of the situational analysis for baseline data.
4. For the PPA and Investment Plan, indicate the objective statement of each sector and the
corresponding PPA and its description

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 Crafting the Monitoring and Evaluation Plan
STEPS
5. When indicating the frequency, include at least three data collection points for tracking
progress: at the baseline (during the situational analysis), halfway between the baseline and the
target date (mid-term evaluation), and after the target period (end-line evaluation). For PPAs,
consider the period of implementation- may be annually, quarterly, monthly.
6. When indicating the unit responsible for data collection, remember that the assigned person or
unit is not necessarily the one to actually collect the data. The task can be assigned to an
external data collector or evaluator. In this case, the unit responsible only makes sure that the
external data collector is engaged in a timely manner and is properly guided in the data
collection and evaluation process.

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 Mahahalagang
Gabay sa
Pagsubaybay
(Monitoring)

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 Mahahalagang Gabay sa Pagsubaybay (Monitoring)
▪ The Monitoring Committee Chairperson or any Barangay Official/Employee assigned by the
Punong Barangay should prepare all the documents needed in monitoring prior to the actual
monitoring day. These are the program/project briefers with its details (brief project concept,
start and ending period of implementation, cost, implementing agency or contractor, intended
beneficiaries) and the monitoring sheet where observations and recommendations will be
recorded by the monitoring committee members;
▪ An orientation of the Monitoring Committee should also be done prior to the actual
monitoring;
▪ The Monitoring Committee Chair shall collect all the monitoring sheets from its members
immediately after the monitoring activity;
▪ The Monitoring Chair may also call for a short post-monitoring meeting to discuss and
consolidate their observations and recommendations;
▪ Project Implementations and Activities conducted should also be assessed and synthesized
to derive lessons and learning that can be used in the future undertakings of the barangay.

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 Some questions to consider in monitoring and evaluating

▪ Is the program or project undertaken according to schedule and budget? If not why?

▪ What needs to be done to put back on schedule and within the budget?

▪ Is there a need to revise either the schedule or the budget, or both?

▪ Are identified male and female beneficiaries reached? If not, why?

▪ What changes need to be undertaken to reach the intended beneficiaries?

▪ If they were reached, was this done efficiently and equitably? If not, how can this be done?

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