Page 83 - AERC Strategic Plan 2 July2020

THE AERC 2020–2025 STRATEGIC PLAN

Appendix III: Monitoring and

Evaluation Proposed Framework

Introduction

This MEF defines the key aspects of what will constitute performance against the AERC’s
strategic plan. It describes the components of the AERC’s MEF system; defines key terms;
outlines the types of information and indicators to be compiled; and charts a general
approach to implementation and management of AERC’s MEF. The MEF will inform the
development of an ME Plan to be operationalized by the AERC by early 2020 and will be
subject to periodic review over the life of the strategic plan.

The primary intended users of this document are AERC staff and management who are
directly responsible for implementing and overseeing aspects of the strategic plan.
The implementation of this MEF and the associated ME Plan will be overseen by senior
management and will form the basis of a reporting framework to the AERC Board.
Secondary users of the information generated by this MEF are AERC funders and other
partners who either fund, or work closely with, the AERC in implementation of its
strategic plan.

This MEF outlines how information will be collected and used by the AERC.

Definitions

It is important to distinguish between monitoring and evaluation so that the distinct but
complementary roles of each can be properly understood.

Monitoring is a continuous function that uses the systematic collection of data on
specified indicators to provide management and stakeholders with indications of the
extent of progress and achievement of objectives and progress in the use of allocated
funds. This might include financial data pertaining to spending and allocation; input and
output-related data; and process data or contextual data of relevance to an intervention.
Monitoring is an ongoing process to collect, analyze, and communicate data related
to progress and performance. It provides information that can be used to adjust and
continuously improve performance. Two types of monitoring are important for AERC:

» AERC-wide strategic monitoring, which involves the compilation and
provision of information and feedback on key aspects of AERC’s day-to-day
performance; and
» Activity-level monitoring, which involves the compilation and provision
of information or feedback on agreed-upon aspects of a specific activity
or programme.
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