V. A. Background
Participatory Self-Evaluations are recommended when the criteria listed below apply:
For all projects, which have started before or after 30 June 2010, the present guidelines are applicable.
Stakeholders' involvement in Participatory Self-Evaluations can take the following two forms:
The purpose of undertaking a Participatory Self-Evaluations is twofold: learning and accountability. Project Managers use Participatory Self-Evaluations as a tool to reflect in a structured way on why the results were achieved or not and what can be done for improvement.
Participatory Self-Evaluations have the following objectives:
The Project Manager  has to initiate the Participatory Self-Evaluation process in ProFi. It should be noted that only the Project Manager (as indicated in ProFi) can initiate the process. The Project Manager can however decide to delegate parts of the exercise to the Headquarters Focal Person. It is their responsibility to coordinate in this regard.
In the event that Project Managers do not have access to ProFi or that the project to be self-evaluated is not accessible in ProFi, Project Managers can use the PSE Template located in the Chapter Tools.
It is recommended that Participatory Self-Evaluation reports are submitted in ProFi by Project Managers close to the end of the project, in accordance with the present guidelines and template (see Chapter V Tools for the PSE Template).
However, Project Managers and stakeholders can use the Participatory Self-Evaluation at their discretion and at any point in time of implementation to record good practices, lessons learned, unexpected results, or even operational difficulties and problems which may influence the project's future achievements.
Considering that Participatory Self-Evaluations have to be undertaken in a participatory manner through the stakeholders' written or oral response, the process needs to be planned for at least 2 to 3 months before the end of the project.
Stakeholders should be consulted and informed on their role as early in the process as possible.
The role of stakeholders is as follows:
7. Involvement of the Independent Evaluation Unit
The Independent Evaluation Unit ensures confidentiality and anonymity in the process and clears the final PSE report.
 Exceptions to this rule can be made, e.g. if an independent project evaluation is required by a Member State or a donor or if the project has a pilot character. Please consult with IEU in this regard.
 See above footnote.
 This amount is an indicative amount. As projects vary in size and scope, it is the Project Manager's responsibility to properly budget for and reserve sufficient funds for this exercise. Please see guidance in Part 2.
 The term Project Manager in the present guidelines and template corresponds to the term Project Coordinator as used in ProFi.