Participatory Self-Evaluations Step by Step

 

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1. Planning an Evaluation at the Design Stage

Participatory Self-Evaluations are recommended for projects that have started:

a) before June 2010, with an overall budget below or equal to US$ 500,000;

b) after June 2010, with an overall budget below or equal to US$ 1,000,000.

Considering that Participatory Self-Evaluations have to be undertaken in a participatory manner through a stakeholders' responses or workshop, 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.

Related documents, tools and templates:

Guidelines for Participatory Self-Evaluations

Evaluation Criteria by Type of Evaluation

Criteria for Independent Project Evaluation and Participatory Self-Evaluations  

Evaluation Criteria Definitions and Sample Questions

Evaluation Quality Criteria Checklist - Design of Projects and Country, Regional and Thematic Programmes

Evaluation Handbook: Chapter I and Chapter II

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2. Approving Process

Submitting offices must undertake consultations with IEU for all projects and programmes (and revisions to the same)  to be approved either by the PRC or by Field Representatives. For more details, see Evaluation Step by Step.

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3. Managing an Evaluation

The Project Manager has to initiate the Participatory Self-Evaluation process in ProFi.

It is recommended that Participatory Self-Evaluation reports are submitted in ProFi by Project Managers close to the end of the project. Project Managers and stakeholders can however 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

Related documents, tools and templates:

Guidelines for Participatory Self-Evaluations

Evaluation Handbook: Chapter V

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4. Undertaking an Evaluation

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.

Related documents, tools and templates:

Guidelines for Participatory Self-Evaluations

Template for producing a Participatory Self-Evaluation Report (pdf)

Template for producing a Participatory Self-Evaluation Report (Word)

Evaluation Handbook: Chapter V

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5. Using the Evaluation

The Project Manager and/or Headquarter focal point monitors the progress of the Self-Evaluation Follow-up Plan (SEFP) in ProFi and updates it every 6 months.

Related documents, tools and templates:

Guidelines for Participatory Self-Evaluations

Evaluation Handbook: Chapter V (+ Chapter VI)

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