Description
M&E for Donor-Funded Projects: Data Collection & Analysis with Excel
Day 1: Introduction to Monitoring and Evaluation in Donor-Funded Projects
Objective: Understand the foundational concepts and frameworks of Monitoring and Evaluation (M&E) for donor-funded projects.
- Module 1: Overview of M&E in Donor-Funded Projects
- Key components and objectives of M&E.
- Logical Framework Approach (LogFrame).
- Theory of Change (ToC) in project design.
- Defining and aligning project goals, outcomes, outputs, and inputs.
- Module 2: Developing an M&E Plan
- Identifying and setting SMART indicators.
- Establishing baselines, targets, and benchmarks.
- Designing data collection tools and methods.
- Importance of stakeholder engagement in M&E.
Excel Functions Covered:
- Using Data Validation to create drop-down lists for indicators and stakeholders.
- Applying Conditional Formatting to monitor targets and performance thresholds.
- Using IF, AND, OR functions to evaluate progress against benchmarks.
Day 2: Data Collection and Management for Donor-Funded Projects
Objective: Equip participants with skills to design and manage effective data collection tools for donor-funded project M&E.
- Module 3: Data Collection Strategies
- Qualitative and quantitative data collection methods.
- Designing questionnaires and surveys for donor-funded projects.
- Ensuring data quality: accuracy, validity, reliability, and timeliness.
- Module 4: Data Organization and Cleaning in Excel
- Importing data from various sources (CSV, databases).
- Cleaning and organizing raw data for analysis.
- Handling missing or inconsistent data.
Excel Functions Covered:
- TEXT, TRIM, CLEAN functions for data cleaning.
- Find and Replace and Remove Duplicates for data standardization.
- Using SORT and FILTER for quick data exploration.
- Using Power Query for advanced data transformations.
Day 3: Data Analysis for Monitoring and Evaluation
Objective: Analyze project data to measure performance, identify trends, and assess outcomes.
- Module 5: Key Data Analysis Techniques
- Descriptive and inferential statistics in M&E.
- Trend and variance analysis.
- Assessing program impact using baseline and endline data.
- Module 6: Advanced Excel for Data Analysis
- Creating pivot tables for multi-dimensional data analysis.
- Using lookup functions to match and merge datasets.
- Calculating percentages, averages, and variance for performance metrics.
Excel Functions Covered:
- VLOOKUP, HLOOKUP, XLOOKUP, INDEX, MATCH for data lookup and merging.
- SUMIFS, COUNTIFS for conditional aggregations.
- AVERAGEIF, MEDIAN, MODE for statistical analysis.
- Pivot tables and pivot charts for dynamic data exploration.
Day 4: Data Visualization and Reporting in Donor-Funded Projects
Objective: Create impactful visuals and reports to communicate findings effectively to stakeholders.
- Module 7: Designing Effective Dashboards
- Principles of effective data visualization.
- Creating interactive dashboards for project performance tracking.
- Using slicers and timelines to filter and analyze data dynamically.
- Module 8: Reporting Results to Donors and Stakeholders
- Structuring M&E reports for clarity and impact.
- Incorporating visuals, narratives, and recommendations.
- Customizing reports to donor requirements.
Excel Functions Covered:
- Chart Tools (bar, line, pie, and combo charts) for visualization.
- Slicers and Timelines for interactive filtering.
- TEXT and CONCATENATE functions for report formatting.
- Using Power Pivot to integrate and model complex data.
Day 5: Automation and Advanced Techniques for M&E
Objective: Automate routine M&E tasks and enhance data analysis with advanced Excel capabilities.
- Module 9: Automating M&E Processes
- Automating data entry, updates, and report generation.
- Introduction to macros and VBA for M&E.
- Module 10: Advanced Excel Techniques for M&E
- Creating dynamic ranges for evolving datasets.
- Using scenario analysis for project forecasting.
- Performing sensitivity analysis to assess risk and variability.
Excel Functions Covered:
- OFFSET, INDIRECT for dynamic data ranges.
- What-If Analysis Tools (Goal Seek, Data Tables, Scenario Manager) for project forecasting.
- Introduction to Macro Recorder for automating tasks.
- Basic VBA programming to create custom M&E solutions.
Description
Objectives of the Course:
The course, "Monitoring and Evaluation of Donor-Funded Projects with the Application of Advanced Excel for Data Collection, Analysis, Visualization, and Reporting," aims to achieve the following:
- Develop Proficiency in Monitoring and Evaluation (M&E):
- Equip participants with in-depth knowledge of M&E principles, frameworks, and practices tailored to donor-funded projects.
- Enable the development and implementation of effective M&E systems for tracking project inputs, outputs, outcomes, and impact.
- Enhance Data Collection and Management Skills:
- Teach participants how to design efficient data collection tools and templates using advanced Excel features.
- Emphasize techniques to ensure data quality, consistency, and reliability for donor reporting.
- Strengthen Analytical Capabilities:
- Build participants' skills in analyzing project data to assess performance against indicators and targets.
- Train participants to handle large datasets, identify trends, and address data anomalies using Excel’s advanced functions.
- Improve Data Visualization and Reporting:
- Demonstrate how to create compelling visualizations, dashboards, and reports that communicate insights effectively to stakeholders.
- Teach participants how to automate reporting processes to save time and enhance accuracy.
- Support Impact Evaluation and Evidence-Based Decision-Making:
- Guide participants in conducting impact evaluations to measure the long-term success of donor-funded projects.
- Provide tools and techniques to generate actionable recommendations for project improvements.
- Integrate Technology for M&E Efficiency:
- Showcase advanced Excel functions, dynamic tools, and automation techniques to improve M&E workflows and outcomes.
- Highlight the role of technology in streamlining data collection, analysis, and reporting processes.
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, Kenya
- Google Meet
Choose the date you would like to take the course
Related Courses
10,000+ unique online course list designs