Attachment B - Sample Monitoring Indicator Tracker.docx

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Attached to
Caribbean United for Women's Economic Empowerment (CUWEE)
Opportunity number
SFOP0010296
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This document is a Sample Monitoring and Evaluation (M&E) Performance Monitoring Plan (PMP) for a federal grant opportunity related to supporting the capacity development of women entrepreneurs in Xanadu. The PMP outlines the proposed monitoring and evaluation activities, including the creation of a 6-person M&E team, plans for quarterly monitoring, and the use of various data collection methods such as surveys, focus groups, and participant observations. The PMP includes a Theory of Change statement and a detailed M&E tracking table with indicators, data collection methods, and quarterly targets for two key objectives: 1) Raising awareness of legal and regulatory aspects of starting a small business, and 2) Increasing entrepreneurial and digital skill capacities of women from rural communities through training and mentorship support.

The document is related to a federal grant opportunity from the U.S. Department of State's Bureau of Western Hemisphere Affairs (WHA) called the "Caribbean United for Women's Economic Empowerment (CUWEE)" project. The NOFO seeks proposals that demonstrate how potential grantees will strengthen local civil society support actors engaged in advancing women's economic security in the Caribbean region. The project has a total funding amount of up to $1,973,359 and a performance period of up to three years, with an anticipated start date in October 2024.

Attachment B - Sample Monitoring Indicator Tracker

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SAMPLE Monitoring and evaluation performance monitoring plan (PMP) w/monitoring indicator tracker

APPLICANT/ORGANIZATION NAME: ORGANIZATION OF WOMEN ENTREPRENEURS S OF XANADU

PROJECT TITLE: SUPPORTING CAPACITY DEVELOPMENT OF WOMEN ENTREPRENEURS

PERIOD OF PERFORMANCE: 12 MONTHS

Overview:

The M&E Performance Monitoring Plan (PMP) is a program management tool designed to set the methods and indicators to progress towards the goals and objectives identified in the Notice of Funding Opportunity.

MONITORING & EVALUATION (M&E) NARRATIVE

Summary:

Describe how you plan to monitor and evaluate the performance and outcomes and results/milestones of your proposed project. In your narrative summary below, please make sure to include key personnel, proposed structure for monitoring and evaluation activities, and describe any methods used to capture indicators (e.g. focus groups, surveys, etc.), as well as any technologies used (e.g. online surveys, social media analysis programs, etc.).

A project Monitoring and Evaluation team will be created, consisting of 6 people (project coordinator and assistant, M&E specialist, and three trainers). The team will develop a clear plan for monitoring activities, which will consist of questionnaires for project participants (online survey), focus groups with project beneficiaries, participant observations through visits to project events, photo reports, feedback questionnaires, interviews, as well as a impact assessment and frequent tracking/measuring of indicators (see table below).

M&E will be conducted by the team on monthly basis and the organization plans to hire a Monitoring and Evaluation expert with at least 3 years of experience in M&E to conduct progress and final impact assessments. For this purpose, we have allocated $620 for the M&E expert. The expert will conduct midterm progress monitoring and final impact evaluation at the end of the project. The specialist will also use various instruments such as interviews, focus-groups, online surveys, etc., to monitor the project and compile a report.

The monitoring and evaluation team combined have over 5 years of experience in project implementation related to income-generation and economic empowerment of women, thus the project team have sufficient skills to conduct monitoring of this project.

Theory of Change:

To demonstrate that the success/impact of your project can be measured, please include a brief Theory of Change statement, or series of statements, for the project. This can be done with one, or a series of If-Then statements: “If __________ are completed, then these outcomes (be specific) will result in __________.”

If female entrepreneurs living in border communities affected by border conflicts increase their knowledge and skills in innovative business approaches and digital platforms, then it will enable them to start small/medium size businesses, increase sales, and expand their client base which will contribute to economic stability, creation of new jobs and decrease poverty levels in pilot communities.

M&E PMP DATASHEET:

Please fill in the below tracker. For the indicators, you must include at least one of the indicators listed in the Democracy Commission Indicator Reference Sheet. These indicators should serve as a minimum for reporting, please include any additional indictors needed to track and demonstrate your project’s success. This document will set the targets, and you will report on the progress in your subsequent quarterly reports.

Goal: To strengthen rural entrepreneurship and small business development of female entrepreneurs and small businesses owners to make their small businesses successful.

Audience: Potential young and middle-aged women (age 18-45) entrepreneurs and current small business owners, especially in rural regions living in border communities.

Objective 1: Raise awareness of legal and regulatory aspects of starting a small business for 100 potential and current women entrepreneurs in rural communities

Activities to be measured
Indicator (Copy and paste from the Indicator Reference Sheet OR create your own)
Data collection Method
Q1
Q2
Q3
Q4
target
target
target
target

Workshop on legal and regulatory aspects of starting and maintaining small business

Outcome 1.1a: % of participants in targeted groups reporting increased knowledge/understanding of legal and regulatory aspects how to start and maintain a small business
Pre- and post-program surveys/questionnaires

100%

Outcome 1.1b: % of participants in targeted groups reporting increased confidence and knowledge on starting/expanding their business.

Pre- and post-program surveys/questionnaires

85%

Output 1.1.1.: # of participant that participated in workshop on legal and regulatory aspects of starting a business
Attendance records
150
Output 1.1.2: % of participants in targeted groups that signed up for business skills and digital platforms training
Attendance records, Program records

Objective 2: Increase entrepreneurial and digital skill capacities of 100 women from rural communities through entrepreneurship and digital skills training and mentorship support and/or internship/employment opportunities in local companies

Activities to be measured
Indicator (Copy and paste from the Indicator Reference Sheet OR create your own)
Data collection Method
Q1
Q2
Q3
Q4
target
target
target
target

Series of four trainings on business skills and digital platforms

Outcome 2.1: % of participants in targeted groups reporting increased technical capacities of innovative approaches and digital platforms for business development.

Pre- and post-program surveys/questionnaires

100%

Output 2.1.1.: # of trainings implemented on business skills and digital platforms.

Program records

1
2
1

Output 2.1.2: # of participants that completed training on knowledge, skills, and tools for successful development of businesses

Attendance records, disaggregated by audience type and location (e.g. aspiring entrepreneurs, current entrepreneurs, geographic region)

Social Media Profile Development
Output 2.2.1. Creation of new social media presence (Twitter. Instagram, YouTube, etc.)
Program records
Output 2.2.2.: Number of social media content/posts produced
Program records
Output 2.2.3.: Number of new followers or growth rate percentage
Social media analytics (disaggregated by social media channel0

20%

50%

Mentorship to raise self-confidence of women to start/improve their own business

Outcome 2.1: Percent of aspiring female entrepreneurs/participants that plan on starting their own business as a result of program participation
Pre- and post-program surveys/questionnaires

70%

Output 2.2.1.: # of meetings/mentorship exchanges
Program records
25
25
25

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