Description
M&E for Humanitarian Programs: Data Collection & Analysis with Excel
Module 1: Introduction to Monitoring and Evaluation for Humanitarian Programs
Key Topics:
- Overview of M&E concepts and principles.
- Importance of M&E in humanitarian programs.
- Types of M&E frameworks and approaches (e.g., results-based, utilization-focused).
- Key performance indicators (KPIs) for humanitarian contexts (e.g., food security, WASH, shelter, and health).
Practical Excel Applications:
- Organizing M&E frameworks in Excel: Creating tables for logic models, theories of change, and results frameworks.
- Excel Functions: MERGE, WRAP TEXT, AUTOFIT (for layout organization).
Module 2: Designing Data Collection Tools and Processes
Key Topics:
- Data needs assessment and indicator selection.
- Designing data collection tools (e.g., surveys, observation checklists).
- Sampling methods and respondent tracking in humanitarian settings.
Practical Excel Applications:
- Designing dynamic data collection templates.
- Excel Functions: DATA VALIDATION, IFERROR, IF, CONCATENATE.
- Introduction to Excel Forms for offline and online data collection.
Module 3: Data Management and Cleaning in Excel
Key Topics:
- Organizing and structuring data for M&E purposes.
- Common data errors and cleaning techniques.
- Managing large datasets in Excel.
Practical Excel Applications:
- Data cleaning techniques: Removing duplicates, handling missing data, and standardizing formats.
- Excel Functions: CLEAN, TRIM, TEXT, FIND, REPLACE, REMOVE DUPLICATES, SORT, and FILTER.
Module 4: Data Analysis for Humanitarian M&E
Key Topics:
- Descriptive statistics for humanitarian data (e.g., beneficiary counts, distribution coverage).
- Trend analysis for program monitoring.
- Correlation and basic regression analysis for understanding relationships.
Practical Excel Applications:
- Analyzing data trends using Excel tools.
- Excel Functions: AVERAGE, COUNT, COUNTIF, SUMIF, MEDIAN, STDEV.P, STDEV.S.
- PivotTables for data summarization and cross-tabulation.
Module 5: Data Visualization and Dashboard Design
Key Topics:
- Principles of data visualization for humanitarian reporting.
- Selecting appropriate visualizations for KPIs and trends.
- Designing interactive dashboards for M&E reporting.
Practical Excel Applications:
- Creating charts and graphs: Bar charts, line graphs, pie charts, and scatter plots.
- Designing dynamic dashboards using slicers, timelines, and conditional formatting.
- Excel Functions: CHART TOOLS, CONDITIONAL FORMATTING, SLICERS, SPARKLINES, INSERT TIMELINE.
Module 6: Reporting for Humanitarian Programs
Key Topics:
- Structuring M&E reports for donors, stakeholders, and internal teams.
- Aligning reports with donor requirements (e.g., USAID, UN, EU).
- Creating automated reports in Excel.
Practical Excel Applications:
- Automating report generation using formulas and templates.
- Excel Functions: TEXTJOIN, INDIRECT, INDEX, MATCH, HYPERLINK, and VLOOKUP.
Module 7: Advanced Tools and Techniques for M&E
Key Topics:
- Introduction to Power Query for data transformation.
- Using Power Pivot for advanced data modeling.
- Introduction to macros and VBA for automating M&E tasks.
Practical Excel Applications:
- Importing, cleaning, and transforming data with Power Query.
- Advanced data modeling with Power Pivot.
- Writing simple VBA scripts for repetitive tasks.
Description
Course Objectives:
Monitoring and Evaluation for Humanitarian Programs with the Application of Advanced Excel
- Understand the Principles of M&E in Humanitarian Programs:
- Gain in-depth knowledge of monitoring and evaluation frameworks, methodologies, and their application in humanitarian contexts.
- Identify key performance indicators (KPIs) relevant to food security, WASH, shelter, health, and other sectors in humanitarian programming.
- Design and Implement Effective M&E Systems:
- Learn to design robust data collection tools tailored for humanitarian operations.
- Develop skills to manage and analyze program data to track progress, evaluate impact, and identify areas for improvement.
- Leverage Advanced Excel for M&E Processes:
- Master advanced Excel techniques to support data collection, cleaning, and management, ensuring accuracy and reliability.
- Use Excel to conduct descriptive statistics, trend analysis, and other analytical processes essential for program monitoring.
- Enhance Data Visualization and Reporting Skills:
- Create compelling visualizations to communicate findings to donors, stakeholders, and internal teams effectively.
- Design dynamic Excel dashboards and generate automated reports tailored to the needs of humanitarian projects.
- Apply Advanced Tools for M&E Efficiency:
- Utilize Power Query for data transformation and Power Pivot for advanced data modeling in complex humanitarian datasets.
- Learn the basics of Excel macros and VBA to automate repetitive tasks and enhance productivity in M&E workflows.
- Engage in Real-World Applications and Case Studies:
- Analyze case studies to understand real-world challenges and successes in humanitarian M&E.
- Apply theoretical knowledge and practical Excel skills to design and implement an M&E framework for a simulated humanitarian program.
- Develop Data-Driven Decision-Making Skills:
- Use insights from data analysis and visualization to inform program decisions, improve operational efficiency, and ensure accountability to stakeholders.
- Align M&E practices with donor requirements and international standards for humanitarian interventions.
By the end of the course, participants will have the knowledge and tools to effectively manage M&E systems for humanitarian programs, leveraging advanced Excel for data-driven decision-making and impactful reporting.
General Notes
GENERAL NOTES
i. The clients have many options on where they would wish to have the training
ii. The client should communicate their preferred training venue at least seven days before the training date failure to which the training shall take place in Nairobi.
iii. This course is delivered by our seasoned trainers who have vast experience as expert professionals in the respective fields of practice. The course is taught through a mix of practical activities, theory, group works and case studies.
iii. Training manuals and additional reference materials are provided to the participants.
iv. Upon successful completion of this course, participants will be issued with a Chania finance consultancy certificate.
v. The onsite training fee covers tuition fees, training materials, tea at 10am, lunch, tea at 4pm, training venue and a certificate on completion. Accommodation and travel may be arranged for our participants upon request.
vi. The online training fee covers tuition fees, training materials, and a certificate on completion.
Available at the following Venues
- Nairobi
- Google Meet
Choose the date you would like to take the course
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