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Monitoring and Evaluation Training
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Monitoring and Evaluation Training
A Systematic Approach

First Edition


464 pages | SAGE Publications, Inc
This one-of-a-kind book fills a gap in the literature by providing readers with a systematic approach to monitoring and evaluation (M&E) training for programs and projects. Bridging theoretical concepts with practical, how-to knowledge, authors Scott Chaplowe and J. Bradley Cousins draw upon the scholarly literature, applied resources, and over 50 years of combined experience to provide expert guidance that can be tailored to different M&E training needs and contexts, including those for novices, professionals, organizations and their staff, community members, and other groups with a desire to learn and sustain sound M&E practices.
 
Part I: Key Concepts of M&E Training
 
1. M&E Training That Makes a Difference
What is M&E Training That Makes a Difference?

 
Systems Thinking for Training

 
Revisiting M&E

 
The Rising Demand for M&E Training

 
Who Provides M&E Training?

 
What Kind of M&E Training?

 
Chapter Summary

 
Recommended Resources

 
 
2. The Training Landscape
What is a Training?

 
Formal, Non-formal, Informal, and Incidental Education

 
Training Types – A Brief Overview

 
Face-to-Face Training

 
Distance Training and eLearning

 
Blended Learning

 
Chapter Summary

 
Appendices

 
Recommended Resources

 
 
3. The M&E Capacity Building Context
What is Evaluation Capacity Building?

 
M&E Capacity Building at the Individual Level

 
M&E Capacity Building at the Organizational Level

 
M&E Capacity Building in the External Environment

 
M&E Capacity Assessment and Strategic Planning

 
Chapter Summary

 
Recommended Resources

 
 
4. Adult Learning
What is Learning?

 
How Adults Learn

 
Andragogy

 
Experimental Learning

 
Learning Styles and Preferences

 
Differentiated Instruction

 
Learner-Centered Training

 
Adult-Learning Principles for Effective M&E Training

 
Chapter Summary

 
Recommended Resources

 
 
5. What Makes a Good M&E Trainer?
Trainer Competencies

 
Recruiting a Trainer

 
Chapter Summary

 
Appendices

 
Recommended Resources

 
 
Part II: A Systematic Approach to M&E Training
 
6. An Overview of the ADDIE Framework for Training
ADDIE as a Systematic and Systems Approach for Training

 
Why Have We Chosen the ADDIE for This Book?

 
Planning to Manage the ADDIE Process

 
Chapter Summary

 
Appendices

 
Recommended Resources

 
 
7. Training Analysis
Solution Analysis

 
Needs and Outcomes Analysis

 
Trainee Analysis

 
Context Analysis

 
Task Analysis

 
Gap and Causal Analysis

 
Training Analysis Report

 
Chapter Summary

 
Recommended Resources

 
 
8. Training Design
Identify Training Objectives

 
Preparing Learning Objectives

 
Organizing the Instructional Content

 
Designing the Training Curriculum

 
Designing Training Evalaution and Follow-Up

 
Chapter Summary

 
Recommended Resources

 
 
9. Training Development and Preparation
Develop Training Materials and Resources

 
Review and Pilot the Training

 
Preparing for an M&E Training Workshop

 
Chapter Summary

 
Recommended Resources

 
 
10. Training Implementation
Training Facilitation

 
Facilitating the Workshop Introduction, Activities, and Closing

 
Chapter Summary

 
Recommended Resources

 
 
11. Training Evaluation
What is Training Evaluation?

 
Training Evaluation Methods - An Overview

 
Training Evaluation Guidelines

 
Determining Who Will Conduct Training Evaluation

 
Chapter Summary

 
Appendices

 
Recommended Resources

 
 
Part III: M&E Training Methods and Techniques
Icebreakers

 
Energizers

 
Lectures

 
Discussion Activities

 
Subgroup Formations

 
Case Studies

 
Learning Games

 
Guest Speakers

 
Panel Discussions and Debates

 
Role Playing

 
Simulations

 
Demonstrations

 
M&E Software Activities

 
Learner Presentations

 
Practicum Experiences

 
Independent Learning Activities

 
Review Activities

 
Learning Assessment Activities

 
Training Monitoring and Evaluation Activities

 
Training Closing Activities

 
Training Follow-Up Activities

 

This book is valuable resource for people, like me, who are involved in building and strengthening evaluation capacity in the humanitarian sector. It balances the personal experience of the authors with up-to-date academic knowledge, communicated in an easy and humorous way that makes reading this book serious fun.  

Mzia Turashvili
Vienna Evaluation Unit of Médecins Sans Frontières (MSF, or Doctors Without Borders)
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Sample Materials & Chapters

Chapter 1

Chapter 5


Scott G. Chaplowe

Scott G. Chaplowe is currently a senior monitoring and evaluation (M&E) officer at the International Federation of Red Cross and Red Crescent Societies (IFRC), based in Geneva. In addition to M&E, he has over twenty-years experience in policy research and analysis, strategic planning, and capacity building and development for civil society and international organizations. He holds a MA degree from UCLA in Geography, with a focus on political ecology and natural resource management and has authored articles on urban agriculture, civil society and evaluation, coedited a book on sustainable agriculture, and developed an assortment of... More About Author

J. Bradley Cousins

J. Bradley Cousins is professor of Evaluation at the Faculty of Education, University of Ottawa. Cousins’ main interests are in program evaluation including participatory and collaborative approaches, use, and capacity building. He received his PhD in Educational Measurement and Evaluation from the University of Toronto in 1988. Throughout his career he has received several awards for his work in evaluation including the Contribution to Evaluation in Canada award (CES, 1999), the Paul F. Lazarsfeld Award for Theory in Evaluation (AEA, 2008) and the AERA Research on Evaluation Distinguished Scholar Award (2011). He has published many... More About Author

SAGE Research Methods is a research methods tool created to help researchers, faculty and students with their research projects. SAGE Research Methods links over 175,000 pages of SAGE’s renowned book, journal and reference content with truly advanced search and discovery tools. Researchers can explore methods concepts to help them design research projects, understand particular methods or identify a new method, conduct their research, and write up their findings. Since SAGE Research Methods focuses on methodology rather than disciplines, it can be used across the social sciences, health sciences, and more.