π M&E Planning Template
Document evaluation questions, baselines, targets, and stakeholder roles
π Project Information
Start by documenting basic project details that will guide your M&E planning
Basic Information
The high-level change you want to achieve
Specific, measurable objectives that contribute to the goal
π‘ Tips for Project Information
- Be specific about your goal - it should clearly state the intended change
- Objectives should be SMART: Specific, Measurable, Achievable, Relevant, Time-bound
- Include both direct and indirect beneficiaries where relevant
β Evaluation Questions
Define the key questions that will guide your M&E activities and data collection
Good evaluation questions are: Clear, Focused on specific aspects, Feasible to answer, and Relevant to stakeholder needs
Key Evaluation Questions
No evaluation questions added yet
Click "Add Evaluation Question" to get started
π‘ Sample Evaluation Questions
- Effectiveness: "To what extent did the project achieve its intended outcomes?"
- Efficiency: "Were project resources used optimally to achieve results?"
- Impact: "What long-term changes resulted from the project?"
- Sustainability: "Will project benefits continue after funding ends?"
π Indicators & Baselines
Define what you will measure and establish baseline values
Project Indicators
No indicators added yet
Click "Add Indicator" to define what you'll measure
π‘ Tips for Indicators & Baselines
- Use a mix of output, outcome, and impact indicators
- Ensure indicators are SMART (Specific, Measurable, Achievable, Relevant, Time-bound)
- Baseline data should be collected before or at project start
- Document your data sources and collection methods for verification
π― Targets
Set specific targets for each indicator at key milestones
Targets should be: Specific and quantified, Achievable with available resources, Set for key milestones (e.g., Year 1, Year 2, Project End)
Target Values
Add indicators first to set targets
Go to "Indicators & Baselines" tab to add your project indicators
π‘ Setting Effective Targets
- Targets should show progressive improvement over time
- Be ambitious but realistic - consider available resources and context
- Set milestones (e.g., Year 1, Midterm, Final) to track progress
- Consult with stakeholders to ensure targets are appropriate
π₯ Stakeholder Roles & Responsibilities
Document who will be involved in M&E activities and their specific roles
Stakeholder Mapping
No stakeholders added yet
Click "Add Stakeholder" to document roles and responsibilities
π‘ Key Stakeholder Groups
- Project Team: M&E Officer, Project Manager, Field Staff
- Beneficiaries: Direct recipients of project services
- Donors/Funders: Provide resources and require reporting
- Partners: Implementing or technical partners
- Government/Authorities: Regulatory or coordination roles
π M&E Implementation Plan
Schedule when M&E activities will take place and who is responsible
Data Collection Schedule
No M&E activities scheduled yet
Click "Add M&E Activity" to create your implementation schedule
Reporting Schedule
π‘ Implementation Planning Tips
- Schedule data collection to align with indicator measurement needs
- Build in time for data quality checks and validation
- Plan evaluation activities well in advance (3-6 months lead time)
- Ensure adequate resources (budget, personnel) are allocated
