inter-action epewg meeting

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Inter-Action EPEWG Meeting Harry (“Hap”) Carr, Senior Technical Advisor for M&E Catholic Relief Services (CRS) Tracking Beneficiaries and Services Delivered April 10, 2013 “Measuring Agency-Level Results: Can it work, and does it matter?”

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Inter-Action EPEWG Meeting. “Measuring Agency-Level Results: Can it work, and does it matter?”. Tracking Beneficiaries and Services Delivered. Harry (“Hap”) Carr, Senior Technical Advisor for M&E Catholic Relief Services (CRS). April 10, 2013. - PowerPoint PPT Presentation

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Page 1: Inter-Action EPEWG Meeting

Inter-Action EPEWG Meeting

Harry (“Hap”) Carr, Senior Technical Advisor for M&E

Catholic Relief Services (CRS)

Tracking Beneficiariesand

Services Delivered

April 10, 2013

“Measuring Agency-Level Results: Can it work, and does it matter?”

Page 2: Inter-Action EPEWG Meeting

Beneficiary and Service Delivery Indicators (BSDI)

Measure Agency-wide Performance

CRS Fundamental Program Outputs

on

Services Deliveredand

Beneficiaries ServedInter-Action EPEWG Meeting Presentation

Page 3: Inter-Action EPEWG Meeting

Types of Benefits in CRS Projects

Benefits / ServicesBenefits / Services

Direct Beneficiaries

Indirect Beneficiaries

Policy Advocacy

Environmental Protection

Institutional Strengthening

BSDI

Not BSDI

Inter-Action EPEWG Meeting Presentation

Page 4: Inter-Action EPEWG Meeting

CRS Services and Benefits

Eight Current CRS Program Areas:

MicrofinanceAgricultureHealthHIV-AIDSEducationPeacebuildingWater and SanitationEmergency

Inter-Action EPEWG Meeting Presentation

Page 5: Inter-Action EPEWG Meeting

Water and Sanitation

Inter-Action EPEWG Meeting Presentation

Page 6: Inter-Action EPEWG Meeting

Emergency Services and Beneficiaries

Program Area

Sub-Program

Area

Service Means of Service

Delivery

Direct Beneficiary Definition

Indirect Beneficiary Definition

           

 Emergency  Shelter  TransitionalShelter

 Training  

Individual household member

  

 

       Technical Assistance

 

       Assets(Shelter Kit)

 

       Commodities         Other  

           

Illustrative Service Categories

Inter-Action EPEWG Meeting Presentation

Page 7: Inter-Action EPEWG Meeting

BSDI Data Flow Map

 

Point of Service Delivery

Beneficiary and service delivery data are registered

Regional/Partner Office

Beneficiary and service delivery data are recorded and records

are updated

Project Management Office

Beneficiary and services delivery data are stored, maintained,

analyzed and reported

Data

Data

On-line AgencyDatabase (PIMS) Donor

ReportsData

Typically data are recorded on paper for individual beneficiary

Typically data are transcribed to Excel files

Typically data are stored in a project database

Digital Data

Inter-Action EPEWG Meeting Presentation

Page 8: Inter-Action EPEWG Meeting

BSDI Performance Measurement Products

BSDI allows accurate, annual agency-wide tracking of CRS performance

“Number” and “% targeted” of direct beneficiaries served” bySub-program area service categoriesGeographic location (GPS) point of service deliveryGender and other beneficiary demographic characteristics 

BSDI allows integrated technical and financial performance analysis

BSDI will track “double counted” beneficiaries in a multi-sector projects

 

“Costs per beneficiary by service”

Title II Project beneficiary of nutrition, agriculture and microfinance services

Inter-Action EPEWG Meeting Presentation

Page 9: Inter-Action EPEWG Meeting

BSDI Actions in the Last Year

Field Validation VisitsWest Africa region projects – March 2012Latin America And Caribbean region projects – May 2012

Pilot Test of BSDI – June to December 2012CRS Emergency projects in the Sahel Crisis Area

Coordination with other CRS data management initiativesProject Information Management SystemEast Africa M&E/ICT initiativeData Stewardship Group

Inter-Action EPEWG Meeting Presentation

Comparison with Other AgenciesSave the Children “Beneficiary Reach”International Red Cross “People Reached Indicator”USAID/State Foreign Assistance Framework – Elements and Sub-Elements

Page 10: Inter-Action EPEWG Meeting

BSDI Catapult

March 2013 CRS Board Meeting and

FY2012 CRS Annual Report

Inter-Action EPEWG Meeting Presentation

FY2012 Beneficiary Survey

Page 11: Inter-Action EPEWG Meeting

FY2012 Beneficiary Survey

Inter-Action EPEWG Meeting Presentation

Short-fused request for FY12 beneficiary data:From CEO – so it was importantFinal data needed within 2 ½ months from requestData to include Direct and Indirect BeneficiariesBy major CRS program areasTo be submitted through the CRS financial data reporting system

On newly designed screens and procedures for data entryThree weeks were allowed for field data collection and reporting

Current CRS procedures for collecting beneficiary data: In the BSDI Catalogue of Services and Beneficiaries –

Service area categories had been largely formulatedMost Direct Beneficiary definitions had been formulatedFew Indirect Beneficiary definitions had bee n formulated

There were no common procedures for beneficiary data collection

Page 12: Inter-Action EPEWG Meeting

Beneficiary Survey Lessons Learned

Lessons Learned… for the type and level of detail in guidance

Lessons Learned…regarding our reporting of beneficiaries:

How best to formulate guidance for data gathering and data entry

There were some problems with the eBudget software BUT

Data can be easily entered into the system

Common definitions of Indirect Beneficiaries for similar projects was difficult

Beneficiary data reported in the past were generally – Estimated from budget reports and wereOver-estimates

Inter-Action EPEWG Meeting Presentation

There is value in having accurate, timely beneficiary data

Page 13: Inter-Action EPEWG Meeting

Output versus Outcome Indicators

There has been an on-going discussion at CRS – Not formally organized,Part of various data management efforts going onIn which the importance of measuring CRS results was paramount

We have tacitly settled on –

In the longer-term goal of Outcome Indicators

The primary importance of Beneficiary Data

…For selected selected program areas

Inter-Action EPEWG Meeting Presentation