lesson1 introduction 2009 08-10-14 slides

8/8/2019 Lesson1 Introduction 2009 08-10-14 Slides

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Training Course on

Statistics for Project Monitoring and EvaluationAugust 10 - 14, 2009

STATISTICAL RESEARCH AND TRAINING CENTER

J and S Building, 104 Kalayaan Avenue, Diliman, Quezon City

Lesson 1: IntroductionProject Performance Management System

(PPMS)


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Statistical Research and Training Center Statistics for Project Monitoring and EvaluationAugust 10 - 14, 2009

Goal

Present the concept and components of a

PPMS (also called PPMIS).

An overview of the general framework

where PPMS/PPMIS is developed andutilized in decision-making.


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Topic Outline

Defining PPMS

Project Cycle

Policy Analysis


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Defining PMS


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Project Performance

Management System

A coherent and results-based approach to

monitoring and evaluatingimplementation performance and

development impact at various stages of

the project cycle. (ADB Operations

Manual)


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Project Performance

Management System

System includes:

Setting project objectives

Designing projects

Monitoring and EvaluationProject performance (effectiveness and

efficiency)

Project impact Also called Results Monitoring and

Evaluation


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Project Performance

Management System

Purpose: improved project performance

Uses Implementation: early warning formanagers and stakeholders of emerging

problems requiring corrective action.

Likelihood of achieving developmentobjectives?


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Project Performance

Management System

Uses

Project Completion: accomplishment, projecteffectiveness, efficiency, and impact.

What is the impact? How to sustain

impact? 3 Years After Completion: sustainability,

lessons learned.

Is it worthy? Should it be expanded?Should it be replicated in other areas?

What needs to be adjusted?


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Project Performance

Management System

Components

Project Framework/Logical Framework

Project Performance Report

Project Completion Report

Project Performance Audit Report

Monitoring and Evaluation

Impact Assessment Studies


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Project/Logical Framework

Design tool ensuring quality upon entry

into the project.

Relationships between inputs, activities,

outputs, purpose, and goal. Usually participatory

Basis in which PPMS operates.

Timebound and quantified targets.


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Project Performance Report

Management tool for monitoring

implementation progress.

Assessing the likelihood that projects will

achieve their development objectives. Tracking of project

Baseline situation vs. targets.

Input to process enhancement, strategy and

policy development.


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Project Completion Report

Assessment of achievements vs. targets.

Lessons and recommendations for follow

up.

Performance Impact

Sustainability


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Project Performance Audit Report

3-5 years after project completion, when

development impact should be evident.

Based on Logframe.


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Monitoring and Evaluation

Based on the Project Framework

(Logframe)

Tracking components or the totality

of the Logframe


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Impact Assessment

Following the logframe, linking the project

implemented towards achievement ofoutcomes and goals.


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Project Development Cycle


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Any activity that involves the use of scarce

resources during a specific time period for

the purpose of generating socio-economic

return (development) in the form of goodsand services.

Project


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Transition of projects from inception,implementation, completion to maturity.

Others would refer to the primarystages which are development, initiation,

production, execution, and closing. .

Project Development Cycle


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Project Development Stages


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Phases and Stages of PDC

Pre-investment Phase

Concept or Identification stage

Definition and preparation stage

Feasibility study stage

Approval and Financing stage


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Investment Phase

Detailed Engineering/Design stage

Implementation stage



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Post - Investment Phase

Operation Stage

Ex post evaluation


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Project Desirability

Needs/deficiencies of existing conditions

Strategic guidance to overcomeexisting/potential deficiencies

Determine alternatives to accomplish thedesired objectives

Initial assessment of project costs,timeframe and scope.

Select initial project design

Concept/Identification Stage


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Preparation

Refinement of the elements in identification

stage Description of project objectives

Identification of principal issues

Timetable: stages of phases of PDC Technical and institutional, financial and

economic issues in achieving project

objectives


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Preparation

To be done:

Detailed plans required to support facility Technical packages

Assessment of costs, time schedule

Identification of high risk areas, humanresources

Necessary support system Procedures, job description, budget of

funding paper


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Feasibility

Overall potential/viability of project using

data/information from preparation stage

Culmination of all the preparatory work

Provides a comprehensive review of allaspects of the project before the final

decision about its viability is taken


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Detailed Design Once the project has been approved for

implementation the design task should be completed

in more detail such as on the following: basic programs

task allocation, resources

functions to be carried out/prioritized/operationform

technical requirements (manpower needs by skillclass)

blueprints and specifications for constructionfacilities and equipment

operating plans, schedules, contingency plans


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Project Implementation

Completion of construction activities and

the subsequent operation

Time periods of implementation:

investment period (Work and FinancialPlan-global and annual)

development period

full operation period


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Project Operation

Investment have been made/physical

structure have been completed Expected project benefits start to be

generated

Essential skills, plans and controllingorganizations to carry on with the functionof the project in order to avoid excessive

start-up costs, to determine projectssuccess/failure


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Ex-post Evaluation One/two years after project completion

report (PCR) or ICR is completed, project

audit including: Project overall assessment Achievement of objectives

Re-evaluation of IRR/NPV Project benefits Performance of Borrower Creditor,

Contractor/Suppliers

Issues and problems along with projectdevelopment cycle stages

Re-evaluation of project feasibility


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Policy Analysis


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Policy Analysis

Process of scrutinizing the mechanics and

the possible implications of a policywhether positive or negative to the

prospective beneficiaries.

The process through which we identify and

evaluate alternative policies or programs

that are intended to lessen or resolve social,economic, or physical problems.


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Verify, define, and detail the problem.

Establish evaluation criteria

Identify alternative policies

Evaluate alternative policies Display and distinguish among alternative

policies.

Monitoring the implemented policy.

Steps in Policy Analysis


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Tool for planning and managing policyimplementations

Present information on how thecomponents of the policy influence theattainment of goals.

In policy analysis, a framework makesclear the purpose, the methods ofmonitoring the system, and the linksbetween the input (policies) and the

outputs (targets). Different literatures on the causationbetween inputs and the goals will facilitatethe construction of a framework.

Policy Framework


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Clearly defined problems

A policy framework

A policy analysis

A policy that is about to beimplemented

Strategies in Intervention Planning


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Questions that can be asked regarding theintervention strategies to minimize digression

towards the goalsWhere are the main constraints in theservice delivery chain?

Possible constraints may includebudgetary, local/national governmentscapacity and among the institutional

stakeholders.What is the appropriate mix of social andeconomic infrastructures?



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Specific infrastructures can be identified and a

social risk management protocol help define thesaid mix.

What should government spending priorities be

in meeting the development targets? How can integrated/interdepartmental

development be achieved in practice?

Is sequencing an important consideration in the

roll out of basic services?



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Policy Support Measures: priorities andcommitments of program implementers andbeneficiaries.

Choice of Technology

Environmental aspects

Socio-cultural integration

Organizational capacity to manage program

activities. Economic viability and financial

sustainability.

Factors in Sustainability

of Policies


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Training Course on

Statistics for Project Monitoring and EvaluationAugust 10 - 14, 2009

STATISTICAL RESEARCH AND TRAINING CENTERJ and S Building, 104 Kalayaan Avenue, Diliman, Quezon City

End of Introduction

lesson1 introduction 2009 08-10-14 slides

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