• An effective monitoring and evaluation (M&E) strategy can help you make evidence-based decisions to improve your program.
  • It can also help you demonstrate the progress and impact of your program to gain support from funders and other stakeholders.
  • It is important to consider how you will monitor and evaluate your program from the very beginning, even though the methods you use may change over time.
  • There is a wide spectrum of monitoring methods and evaluation designs, giving you various options depending on your resources, capacity, and stage of operation. Many resources exist that can help you decide what kind of M&E strategy is right for you and how to go about implementing it.

Templates

Customize these templates to fit the needs and specifications of your program.

Example M&E framework

Downloadable template and example of a monitoring and evaluation framework.
tools4dev
View

Program-Level Dashboard Template

Excel template for tracking organizational, program, and social impact indicators.
seToolbelt
View

How to create a monitoring and evaluation system

Step-by-step guide to developing an M&E system, with downloadable M&E plan templates.
tools4dev
View

Progress Report Template

Introduction and template for developing a progress report for donors or head offices.
tools4dev
View

Monitoring visit report template

Introduction and template for developing a monitoring visit report.
tools4dev
View

How to write a supervision checklist

Guide and template for writing checklists to assess an individual's performance (e.g. that of a teacher, discussion group leader, etc).
tools4dev
View

The Banyan: Performance Dashboard Framework

Example of a performance dashboard framework; an Excel template file developed by The Banyan, a mental health non-profit in India, to track performance.
The Banyan
View

Software tools

Use these tools to track, manage, and visualize your data.

SchoolTool

An open-source, web-based student information system designed for schools in the developing world. Allows for storage of data related to student and teacher demographics, teacher contract management, gradebooks, assessments, attendance, calendars, and intervention management.
Shuttleworth Foundation
View

Using Tableau Public to visualise data

Overview of Tableau Public, a free tool to create charts and maps.
tools4dev
View

ActivityInfo

Database software designed for development project program managers, allowing for easy data entry and database adjustment, mapping of activities, generation of reports. Free for teams of ten or less and available in French and English.
UNICEF, UNHCR, & bedatadriven
View

Guides and overviews

These tools provide guidance and tips on planning for and implementing an M&E strategy.

Curated toolkits

Collection of tools to support different stages of conducting evaluations.
My M&E
View

BetterEvaluation

Website with extensive information and guidance about a wide range of evaluation designs and methods, as well as tools to plan for and implement an evaluation.
BetterEvaluation
View

M&E Toolkit

PDF guide for options for and guides to implementing M&E approaches.
Civicus
View

Basic Guide to Program Evaluation

Reviews different types of evaluations (including their purposes, processes, and outcomes), key considerations for choosing an evaluation, methods of data collection, etc.
Carter McNamara
View

Basic Guide to Outcomes-Based Evaluation

Guide for planning and implementing an outcomes-based evaluation for non-profits with limited resources.
Carter McNamara
View

Development Marketplace Grantee Toolkit

Toolkit designed for Development Marketplace grantees, focused on project design and M&E for small, innovative projects. Includes guidance on aligning inputs, activities, and outputs; identifying program assumptions; and developing monitoring, evaluation, and sustainability plans.
World Bank
View
View

The Demonstrating Value Workbook

Downloadable interactive workbook to help an organization track and communicate its success. Includes how-to-guide for defining the key audience, mapping out information needs, developing performance indicators, etc.
Demonstrating Value
View

Monitoring and evaluation of ICT in education projects: A handbook for developing countries

Guide for implementing M&E of ICT projects in developing countries, including recommendations for core indicators, guidelines for developing an M&E plan, how to include equity-sensitive indicators, and dos and don'ts.
infoDev
View

How to create a monitoring and evaluation system

Step-by-step guide to developing an M&E system, with downloadable M&E plan templates.
tools4dev
View

First Language First: Community-based Literacy Programmes for Priority Language Contexts in Asia

Chapter 8 of this report, which is a summary of a workshop for community-based literacy programs utilizing the mother tongue, outlines types of evaluations appropriate for literacy programs and guidelines for implementing them.
UNESCO, 2005
View