PMI PMER (Planning, Monitoring, Evaluation and Reporting) Reference Book

Purpose:
The reference book serves as a guideline of program management in PMI from Planning, Monitoring, Evaluation and Reporting.
Overview:
The comprehensive reference book has been developed based on IFRC resources as well as INSIDE NGO’s Guide to the Project Management for Development Professionals. The book has two main sections:
  1. Introduction to project/program planning
  2. Project/program cycle, from project/program identification, design, set up, implementation, monitoring and evaluation, and end of project transition.
Usage: Guide to program management cycle
Audience: National Society staff and volunteers
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Final Evaluation of the Mangrove Plantation and Disaster Risk Reduction in the Period of 2011-2015

Purpose

This report presents findings of the Final Evaluation of the Vietnam Red Cross (VNRC) Mangrove Plantation and Disaster Risk Reduction (MP-DRR) programme for 2011-2015. Specifically, the following issues were considered as to whether the programme had achieved its expected results regarding: plantation of forest and sustainable forest protection; improved capacity of communes (under the project) to protect against disasters and impacts of climate change; and strengthened capacity of the VNRC to develop and implement community based disaster-risk management (CBDRM) projects sustainably and effectively.

Overview

  • Consistency with government legislation and donor priorities: There is high-level political interest and resulting legislation for mangrove and forest protection by the government at national and provincial levels.
  • Cost-efficiency: Overall, the MP-DRR is efficient as it produces benefits far outweighing its costs. These benefits are protective, direct economic, and ecological.
  • Effectiveness: The MP-DRR has been underway for almost two decades and is divided into four phases. Through the project is managed by the Vietnam Red Cross at all levels, especially communication on mangrove protection, development and disaster-risk reduction, the importance of mangroves and risk reduction activities in the ten provinces has entered deeply into the minds of local people, government officials, teachers and their students.
  • Impact: The MP-DRR brings benefit to an estimated 190,455 direct beneficiaries and many more indirect beneficiaries.

Usage: Learning from experience

Audiences: Technical staff

Citation: Asian Management and Development Institute (October 2015). Final Evaluation of the Mangrove Plantation and Disaster Risk Reduction in the Period of 2011-2015 (pp. 1-72).

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Gender and Diversity in Resilience Toolkit Brief

Purpose:

IFRC South-east Asia Regional Delegation (SEARD) is working to increase the integration of gender equality into national and regional DRR policies and programmes in order to achieve reduced vulnerability to disasters of communities in Southeast Asia. One of the key ways SEARD is working to achieve this is by building the capacity of National Societies in the region to integrate gender and diversity into the work they do. One of the ways this will be achieved will be through the development of an online open-source toolkit.

Overview:

The toolkit comprises a comprehensive but selective set of resources on gender and diversity for DRR and resilience. This is available for IFRC and its member National Societies to ensure they have access to a single online platform containing all the resources they need to practically integrate gender and diversity within all aspects of their work.

Usage: Training

Audience: Technical staff, Communication staff, Gender and diversity practitioners, Volunteers

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Download: https://www.rcrc-resilience-southeastasia.org/wp-content/uploads/2016/01/Snapshot_Resilience_Toolkit-2.pdf

The 2010 HAP Standard in Accountability and Quality Management

Purpose:

The Humanitarian Accountability Partnership (HAP) Standard helps organisations that assist or act on behalf of people affected by, or prone to, disasters, conflict, poverty or other crises, to design, implement, assess, improve and recognise accountable programmes. It describes how to establish a commitment to accountability and the processes that will deliver good quality programmes for the people who experience them first hand.

Overview:

There are six benchmarks in the HAP Standard (pp. 10-24). Each has related requirements. The first requirement of each benchmark covers organisational policy or corporate statements, and subsequent requirements cover an organisation’s practice. The benchmarks are: establishing and delivering on commitments; staff competency; sharing information; participation; handling complaints; and learning and continual improvement.

The HAP principles of accountability are (p.25): commitment to humanitarian standards and rights; setting standards and building capacity; communication; participation in programmes; monitoring and reporting on compliance; addressing complaints; implementing partners.

Usage: Guidance for project implementation; Training

Audiences: Gender and diversity practitioners; Technical staff

Reference: HAP International (2013). The 2010 HAP Standard in Accountability and Quality Management. Pp 1-60. Available from: www.alnap.org/pool/files/2010-hap-standard-in-accountability.pdf [Accessed: 21st September 2016]

 

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Training Pack: Engendered Participatory Hygiene and Sanitation Transformation (PHAST)

Purpose

This training pack comes with a guide and pocket flashcards to assist in training communities on hygiene and sanitation. The guide is to help communities gradually improve their environments and manage their clean water and sanitation facilities, particularly for the prevention of diarrhoea and diseases related to water, sanitation and environment.

This guide has six steps. The first five steps help trainers take the community group through the process of developing a plan to prevent diarrhoeal diseases by improving water supply, hygiene behaviours and sanitation. The sixth step involves monitoring and evaluation. Each step contains between one and three activities. The manual is available in both English and Vietnamese.

Overview

The six steps and activities for each step are:

  1. problem identification: mapping water and sanitation in the community; and health problems in the community;
  2. problem analysis: good and bad hygiene behaviours; investigating community practices; and how diseases spread;
  3. defining solutions: blocking the spread of diseases; and tasks of men and women in the community;
  4. selecting hygiene behaviours and sanitation facilities: selecting hygiene behaviours and registration for changes; and selecting sanitation facilities and registration for changes;
  5. planning for implementation and monitoring: planning for implementation; and planning for supervision;
  6. participatory evaluation: monitoring the changes.

Usage: Guidance for project implementation, Training

Audiences: Technical staff

Limitations: Pocket flashcards do not have accompanying explanations

Reference: Viet Nam Red Cross and French Red Cross. Training Pack: Engendered Participatory Hygiene and Sanitation Transformation (PHAST). Pp.1-63.

For other versions, click Vietnamese.

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Download: https://www.rcrc-resilience-southeastasia.org/wp-content/uploads/2016/01/PHAST-manual-Eng.pdf

Integrating older people: A training of trainers manual for successful mainstreaming of age friendliness in Canadian Red Cross’ programme in Aceh, Indonesia

Purpose

This manual serves to equip the Canadian Red Cross team with the knowledge and tools to act as trainers for their partners and community-based organisations/associations/committees constituted as part of their programme.

The manual has six units which are to be treated as sessions. The lessons in each unit are sub-sessions, and where required each lesson is further divided into topics.

Overview

A trainer’s guide containing guidelines on how to deliver training can be found on p.6 of the document.

  • Unit 1 provides a broad overview of ageing at global and national levels and helps to get an insight into the need for mainstreaming age friendliness.
  • Unit 2 focuses on mobilising older people of the community.
  • Unit 3 lists a few means to understand the vulnerabilities of older people and also to tap into their capacities so that they can contribute to the overall welfare of the community.
  • Unit 4 provides a detailed overview of the different dynamics that affect older people in disasters.
  • Unit 5 focuses on the various dynamics associated with older women and older people with disabilities.
  • Unit 6 provides tools to assess age friendliness of a project, older people’s involvement in community based-organisations, capturing impact on older people, and tips to include older people in impact-monitoring and/or an evaluation process.

Usage: Guidance for project implementation, Training

Audiences: Technical staff; Gender and diversity practitioners

Reference: Canadian Red Cross, HelpAge International. Integrating older people: A training of trainers manual for successful mainstreaming of age friendliness in Canadian Red Cross’ programme in Aceh, Indonesia. . Pp. 1-96.

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Download: https://www.rcrc-resilience-southeastasia.org/wp-content/uploads/2016/01/DMDRR-and-Gender-Guidance_Integrating-Older-People.pdf

Gender and Diversity Requirements for Project Planning, Annex 3

Purpose

This document outlines four criteria for assessing project/programme plans.  The criteria might not be applicable to projects that do not deal directly with populations affected by crisis or at risk.

Overview

The four criteria are:

  • Gender and diversity analysis and sex- and age-disaggregated data: how does the project take into consideration differences between girls, boys, women and men of different age groups in terms of their roles, responsibilities and control over resources, including their level of access to assistance; effects of the crisis or risk; capacities for coping with, responding to, recovering from and preparing for crises; and specific needs expectations and constraints?
  • Adapted assistance/services: what measures are taken to ensure that assistance and services provided by the project are accessible, affordable, acceptable and appropriate to gender and diversity concerns?
  • Negative effects: are potential negative effects of the project/programme on sex/age and diverse groups identified and prevented or mitigated?
  • Adequate participation of vulnerable and at-risk groups: how are sex/age and diverse groups consulted, informed and integrated in the design, implementation, monitoring and evaluation of the project?

Usage: Guidance for project implementation

Audiences: Technical staff; Gender and diversity practitioners

Reference: Norwegian Red Cross (20 January 2015). Gender and Diversity Requirements for Project Planning, Annex 3. Pp.2-69.  Available from: https://www.rodekors.no/Global/HK%20-%20Hovedkontoret/Internasjonal/Dokumenter/Gender/Final%20report,%20NorCross%20Gender%20Plan%20of%20Action%202009-2014.pdf [Accessed: 18th July 2016].

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Download: https://www.rodekors.no/Global/HK%20-%20Hovedkontoret/Internasjonal/Dokumenter/Gender/Final%20report,%20NorCross%20Gender%20Plan%20of%20Action%202009-2014.pdf

Gender Strengthening Programme for Eastern and Southern Africa Division: Toolkit for Practitioners

Purpose

The overall purpose of this toolkit is to explain to practitioners: what participatory tools are available for rapid market-problem diagnosis, socio-economic and gender targeting and, for each tool, how to use it, how to analyse the information and how to use the findings in designing, implementing and evaluating projects.

This toolkit should be used in conjunction with the sourcebook.

Overview

The toolkit is divided into three parts:

  • Diagnostic study tool: It is divided into two parts: the first section provides hands-on practitioners with an overview of the factors to consider in planning and implementing participatory gender and market linkage diagnostic studies and the second section presents Participatory Rural Appraisal (PRA) tools designed for rapid diagnosis of: (a) village-level marketing issues; (b) poverty-targeting issues and (c) gender issues
  • Stakeholder workshop tool: it has two main sections: stakeholder analysis tools; and tools for problem identification and participatory planning. The latter section also spells out procedures for selecting focal area representatives in a democratic and equitable way.
  • Gender and poverty-sensitive monitoring and evaluation (M&E) tool: focuses primarily on tools for participatory impact assessment. It has two parts: The first section presents factors to consider in planning and implementing rapid impact assessments; and the second section presents the impact assessment tools and discusses how to use them.
  • Gender-sensitive PRA templates can be found in the ‘Attachments’ towards the end of the report.

Usage: Guidance for project implementation

Audiences: Technical staff

Reference: IFAD, Gender Strengthening Programme for Eastern and Southern Africa Division. (November 2002). Gender strengthening programme for eastern and southern Africa division: Toolkit for practitioners. Pp. 1-182. Available from: http://www.ifad.org/gender/tools/gender/Toolkit.pdf [Accessed: 20th September 2015].

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Download: http://www.ifad.org/gender/tools/gender/Toolkit.pdf

Epidemic preparedness in Indonesia

Purpose

This document looks the roll-out of the Epidemic Control for Volunteer (ECV) toolkit and training manual, its implementation and analysis from the context of the Indonesian Red Cross (PMI).

Four provincial branches were chosen to initiate the project and field test the toolkit between November 2013 and February 2015: Banten, Daerah Khusus Ibukota (DKI) Jakarta, Jawa Barat and Papua. The branches were selected based on epidemic risks and their capacity and interest in supporting the introduction of the manual and toolkit.

Overview

  • Before implementation began in November 2013, Palang Merah Indonesia (PMI) conducted sensitisation sessions with the leadership and key staff of different headquarter divisions. The goal of these sessions was to secure support and maximise the potential for integration of the tool in community programming. Sensitisation sessions were also held with key external stakeholders.
  • The Ministry of Health in Indonesia committed to cooperating with PMI on the adaptation of materials. An external consultant was hired to oversee the completion of the translation, graphic design and layout of the adapted material.
  • PMI started by conducting a three-day training course to create a group of ‘master trainers’ of staff and volunteers in the selected provinces. This group was then equipped to lead branch and community trainings, and facilitate the roll out of the toolkit in their communities.
  • Although the ECV project improved the National Society’s capacities, some challenges and constraints emerged (see p. 6 of the report).

Usage: Learning from experience

Audiences: Technical staff

Citation: Palang Merah Indonesia (PMI) (2015). Epidemic Preparedness in Indonesia: Adaptation and Roll-out of IFRC’s Epidemic Control for Volunteer (ECV) Toolkit and Training Manual (pp.1-6).

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Download: https://www.rcrc-resilience-southeastasia.org/wp-content/uploads/2015/12/ECV-Case-Study-Indonesia.pdf

Project/Programme Planning – Guidance Manual 2010

Purpose

The aim of this manual is to introduce the user to project/programme planning in a Red Cross / Red Crescent environment. It describes the different stages of the planning phase of the “project/programme cycle” within the context of Results- Based Management (RBM). It also gives an overview of the various components of RBM and explains how to integrate and apply this approach in practice.

In addition, the manual summarises the other key phases of the cycle (assessment, implementation and monitoring, evaluation) and provides references to the key IFRC manuals on these phases.

Overview

  • The RBM approach to project/programme management provides a clear and practical framework to help ensure that the guiding principles of the IFRC are incorporated into the design of an intervention.
  • The project/programme cycle model provides an appropriate set of methods, tools and principles to put the “results-based management” approach into practice in humanitarian and other interventions.
  • To ensure that a project/programme takes gender into consideration in its design, a gender checklist is provided on pp. 46-47.

Usage: Guidance for project implementation

Audiences: Technical staff

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Download: http://www.ifrc.org/Global/Publications/monitoring/PPP-Guidance-Manual-English.pdf