72051823R00001 - TuMUNI TO - J.6 - AMELP (Eng) - Template.docx

PROGRAM CYCLE

ACTIVITY MONITORING, EVALUATION, AND LEARNING PLAN TEMPLATE

Monitoring Toolkit: Activity Monitoring, Evaluation, and Learning Plan Template Introduction The template that follows this introductory page provides a suggested outline and basic guidance for the development of an Activity Monitoring, Evaluation, and Learning Plan (Activity MEL Plan) by a USAID implementing partner. As noted in USAID’s ADS 201.3.4.10: “Activities must have an approved Activity MEL Plan in place before major implementation actions begin.” For further policy on Activity MEL Plans, see ADS 201.3.4.10. This template should be used in conjunction with the guidance provided in USAID How-To Note: Activity Monitoring Evaluation and Learning Plan.

How to Use This Template While Activity MEL Plans are required for most activities, this template is not required, nor is there any Agency-wide required structure or format of Activity MEL Plans. This template is merely offered as a helpful tool for USAID staff and implementing partners.

USAID Missions and other Operating Units that choose to provide a standard Activity MEL Plan template to their implementing partners may adopt this template, adapt it, or devise a standard template of their own. USAID Missions and other Operating Units may also leave the decision of how to structure and format the Activity MEL Plan to their implementing partners.

USAID implementing partners should consult with their COR or AOR about specific requirements or recommendations for their Activity MEL Plan.

The italicized text in each template section provides guidance and recommendations for what to include in that section, including examples and sample text. Required elements are noted in footnotes. For additional guidance on Activity MEL plans see the USAID How-To Note: Activity Monitoring Evaluation and Learning Plan.

Please note that per ADS 579.3.1, all activities that require an Activity MEL Plan also require a Data Management Plan (DMP). The DMP may be developed and approved as a section of the Activity MEL Plan or as a separate plan. For further guidance on Data Management Plans, see ADS 579.

[ACTIVITY TITLE]

Activity Monitoring, Evaluation, & Learning Plan

Approved Date: [e.g., April, 2018] Version: [1] Contract/Agreement Number: [Insert number] Activity Start and End Dates: [e.g., January 1, 2018 to December 31, 2023] AOR/COR/Activity Manager Name & Office: [Insert name, office] Submitted by: [Insert name, position] [Name of Prime Implementing Partner (IP)]

DISCLAIMER

The author’s views expressed in this publication do not necessarily reflect the views of the United States Agency for International Development or the United States Government.

I. Introduction This section introduces the Activity MEL Plan, describes the structure of the plan, sets the time period covered by the plan, and describes how it will be updated.

Activity Theory of Change Include a brief summary description of the activity theory of change.

Logic Model Add a logic model that graphically depicts the activity theory of change. Performance indicators and learning questions may be added to the logic model where relevant to indicate the connection between elements of the theory of change and MEL tasks.

2. Monitoring Plan Describe the activity’s monitoring approach, including monitoring processes and systems.[footnoteRef:1] [1: This is a required element of an Activity MEL plan per USAID ADS 201.3.4.10.]

Performance Monitoring Describe the efforts to monitor activity performance.

A summary of the relevant performance indicators of the activity’s outputs and outcomes, their baseline values (or plan for collecting baseline), and annual targets should be listed in the Annex.[footnoteRef:2] USAID should inform the IP of any indicators expected to be collected by the Activity. These will often include some standard Foreign Assistance indicators and indicators that are a part of the Strategy PMP. [2: This is a required element of an Activity MEL plan per USAID ADS 201.3.4.10.]

Context Monitoring Describe any efforts for monitoring the activity’s context and emerging risks that could affect the achievement of the activity’s results.

3. Beneficiary Feedback Plan[footnoteRef:3] [3: This is a required element of an Activity MEL plan, “as appropriate” per USAID ADS 201.3.4.10.]

1. Determine whether collecting beneficiary feedback is appropriate for the activity. If not, then provide a written explanation for why not

2. Describe procedures for collecting feedback from beneficiaries.

3. Describe procedures for responding to feedback from beneficiaries.

4. Describe procedures for reporting to USAID.

4. Evaluation Plan Internal Evaluation Plan If intending to conduct an internal evaluation using USAID funds, then complete the internal evaluation table for each evaluation expected over the life of the activity. If USAID intends to conduct an external evaluation that will include this activity, it can also be useful to include that information here.

Internal Evaluation Table

Evaluation Purpose and Expected Use

Possible Evaluation Questions

Estimated Budget

Start Date

End Date

Plans for Collaborating with External Evaluators If USAID is planning to conduct an external evaluation of this activity, describe how the activity will collaborate with the external evaluation team.

5. Collaborating, Learning, and Adapting Approach Include learning questions related to the theory of change or knowledge gaps and plans to address them. Describe plans for strategic collaboration with other activities or stakeholders; reflection opportunities; how the implementing partner will use new knowledge and learning for adaptations; and plans for knowledge capture at closeout.

6. Resources Specify the budget allocated to monitoring, evaluation, and learning by listing the tasks, estimated costs, and proportion of the budget.

7. Roles and Responsibilities Describe the general and individual roles and responsibilities for activity monitoring, evaluation and CLA tasks and approaches.

8. Schedule of Activity MEL Plan Tasks Provide a schedule of recurring tasks related to monitoring, evaluation, CLA or other planned learning efforts during the activity and the individuals who are responsible for them.

Schedule of Recurring Tasks Table

9. Schedule of Activity MEL Plan Deliverables to USAID List the various monitoring, evaluation, and CLA or other learning deliverables (including ad hoc and recurring reports) that will be provided to USAID.

Example Schedule of Activity MEL Plan Deliverables to USAID Table

10. Change Log Describe the changes that are made to the Activity MEL Plan over time.

Example Change Log

Annex I: Indicator Summary Table An Indicator Summary Table is provided below. This plan may be adapted to include other information based on what is most relevant to the needs of the activity implementing partner or the USAID Operating Unit.

Instructions

1. Indicator: State the name and unique identifier for the indicator that will measure the expected result listed in the next column. Disaggregates of an indicator may be listed on a separate row below the parent indicator. [Ask the COR/AOR to provide a list of indicators USAID expects to be collected by the Activity. These will often include some standard Foreign Assistance indicators and indicators that are a part of the Strategy PMP.]

2. Result Measured by Indicator: State the result statement and the unique identifier for the expected result in the theory of change that the indicator intends to measure. [Each indicator should be aligned to a result statement in the Activity TOC.]

3. Type of Indicator: State whether the indicator is (1) a “Performance” indicator or a “Context” indicator, and (2) a “Standard” indicator or a “Custom” indicator.

4. Data Source: State the source of the data or planned source of the data.

5. Frequency: State how often the data are reported to USAID.

6. Unit of Measure: State the unit of measure (e.g., number of hours, percent of households).

7. PPR: State “Y” if this indicator is included in the PPR or “N” if this indicator is not included in the PPR. [COR/AOR will complete this column]

8. Baseline Date: State the month and year (mm/yyyy) when the baseline data were collected. If baseline is still planned, state the month and year when the baseline is planned to be collected.

9. Baseline Value: State the value of the indicator at “baseline,” i.e., before major implementation actions of the planned USAID-supported activity. Enter “TBD” if the baseline has not yet been collected.

10. Target Date: State the month and year (mm/yyyy) for when the target value is expected to be achieved. This may be aligned with the reporting frequency of the indicator, it may be an end-of-activity target, or some other relevant milestone date.

11. Target Value: State the estimated value of the indicator expected on the target date.

Example Indicator Summary Table

Examples…

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