Implementing a Results-Based Monitoring and Evaluation System

Objectives and methodology

Southern Hemisphere is a leader in the design of M&E systems. Our experience is drawn from a range of different clients including NGO's, South African government stakeholders and multi-lateral organisations. "Learning by doing" has given us practical insights into the steps to follow and each step is designed to maximise commitment and compliance. As you know, the best system needs the commitment of people to implement it.

The objective of the course in M&E System Design is to equip development practitioners with the knowledge and expertise to design, operationalise and manage a process using a M&E System.

The course builds on the foundations established in our course on Planning, Monitoring and Evaluation and presupposes a basic knowledge of M&E, particularly the development of an M&E plan.

The course also provides a space for development practitioners to collaborate with each other by sharing knowledge and experiences in the field.


Delegates will be able to

  • Understand the components of an M&E system
  • Understand what supporting institutional arrangements need to be in place for successful M&E and reporting
  • Operationalise the M&E system (i.e. how to make the M&E plan "come alive")
  • Outline the process of implementing an M&E system
  • Indicate the challenges and solutions regarding compliance with your data collection, analysis and reporting
  • Understand the benefit of adopting a participatory approach to design
  • Understand the Government-Wide M&E System
  • Understand who key partners are in an M&E system
  • Identify roles and responsibilities for M&E role players
  • Develop means of verification
  • Develop M&E system reporting formats
  • Conduct a stakeholder and situation analysis for the design of an M&E system

Course Outline

  • Overview of a monitoring and evaluation system (M&E System)
  • What are the necessary foundations for a M&E system
  • 7 steps to developing a M&E system:


o Step 1: Building commitment and cooperation

o Step 2: Conducting a situation analysis for the design of a M&E system


o Step 3: Methods for designing an M&E plan

o Step 4: Design of M&E forms (means of verification)

o Step 5: Design of reporting formats


o Step 6: Developing guidelines for indicator definitions, data gathering, data analysis and reporting institutional arrangements for implementation of the M&E system.  Developing guidelines for the use of M&E data

o Step 7: Institutional arrangements for the implementation of an M&E system.  Hints and tips for the successful design and implementation of an M&E system


Nana Davies, Dena Lomofsky, Cathy Chames, Wilma Wessels-Ziervogel and Andries Mangokwana

Provider - Southern Hemisphere

Format - Face to face

Cost - R 5 750 (excl. VAT)

Duration - 3 days

Focus areas - Advanced

Learn more - Website