Monitoring and Evaluation Training: A Systematic Approach

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SAGE Publications, Nov 18, 2015 - Social Science - 464 pages
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Monitoring and Evaluation Training fills a gap in the literature by providing readers with a systematic approach to monitoring and evaluation (M&E) training for programs and projects. Bridging theoretical concepts with practical, how-to knowledge, authors Scott Chaplowe and J. Bradley Cousins draw upon the scholarly literature, applied resources, and over 50 years of combined experience to provide expert guidance for M&E training that can be tailored to different training needs and contexts, from training for professionals or non-professionals, to organization staff, community members, and other groups with a desire to learn and sustain sound M&E practices.

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“This book is a welcome addition to the field of monitoring and evaluation, notable in its scope and breadth of a topic of increasingly importance in the evaluation community.” – Marc Segone, Director, Independent Evaluation Office, Director, Independent Evaluation office, UNWomen; Chair, United Nations Evaluation Group (UNEG); and Co-chair, EvalPartners
“This text is excellent for building the capacity of trainers and helping professional and nonprofessional to learn about program evaluation.” – Lori Bakken, Associate Professor and Evaluation Specialist, University of Wisconsin-Madison
"After more than 25 years of observing and delivering M & E training, I'm delighted to see this book which provides such good advice about building in adult learning principles and proper planning. The book combines accessible guidance about principles of good instructional design and delivery with very practical exercises and examples. Novice and experienced M & E trainers could all learn from it." – Patricia Rogers, Professor of Public Sector Evaluation, RMIT University, Australia (Royal Melbourne Institute of Technology), and Director, BetterEvaluation
“Whether managing or delivering M&E training in the fields of development or philanthropy, this book prides both the “nuts and bolts” as well as the conceptual backdrop for effective M&E training.” – Nancy MacPherson, Managing Director, Evaluation, The Rockefeller Foundation
“This is a very comprehensive and well-illustrated training manual which is grounded on modern theories and presents practical application of all known M&E training and facilitation tools and methods. As a former trainer in Project Cycle Management related M&E and facilitator of planning and self-evaluation workshops, I would have loved to have such a book.” – Claude Hilfiker, Head Evaluation Section, World Intellectual Property Organization (WIPO)
“The authors support effective capacity building in M&E by providing an enriching compendium of well-tried tools and practical hints for systematic training, complemented with a sound grasp of underpinning theoretical concepts.” – Professor Thomas Widmer, Policy-Analysis & Evaluation Unit, Department of Political Science, University of Zurich
“This book is valuable resource for people, like me, who are involved in building and strengthening evaluation capacity in the humanitarian sector. It balances the personal experience of the authors with up-to-date academic knowledge, communicated in an easy and humorous way that makes reading this book serious fun.” – Dr. Mzia Turashvili, Director of the Evaluation Unit, Médecins Sans Frontières, Vienna
“I often note that it seems like we’re endlessly training NGO staff in M&E, and frustrated with the mediocre work that results. What is so essential about this book is that it fills a key gap on how to effectively train for M&E, and it does so in a thorough yet digestible format. In an era of increasing demand and need for evaluation capacity building, this book is a key tool for higher quality and more sustainable results.” – Christie Getman, Senior Director, Technical Support and Program Quality Unit, Lutheran World Relief
"This books reflects a meticulous review of the literature and discourse on evaluation capacity building and development to inform successful M&E training. It acknowledges the complexity of interdependent considerations, including larger organizational and societal contexts, to not only deliver effective M&E training, but also training transfer - the ability of trainees to apply M&E learning after training has been completed." – Joseph Dickman, Deputy Director, Research, Evaluation & Learning, The MasterCard Foundation
“The book contains useful guidelines for designing effective M&E training, and for designing training in general.” – John Mathiason, Managing Director, Associates for International Management Services

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About the author (2015)

Scott G. Chaplowe is currently a senior monitoring and evaluation (M&E) officer at the International Federation of Red Cross and Red Crescent Societies (IFRC), based in Geneva. In addition to M&E, he has over twenty-years experience in policy research and analysis, strategic planning, and capacity building and development for civil society and international organizations. He holds a MA degree from UCLA in Geography, with a focus on political ecology and natural resource management and has authored articles on urban agriculture, civil society and evaluation, coedited a book on sustainable agriculture, and developed an assortment of guides on M&E, program design, capacity assessment, and strategic planning. His initial experience in adult education was working with experiential learning and leadership with Outward Bound and the National Outdoor Leadership School (NOLS). He has since taught at universities in both the United States and abroad (China and Taiwan) and has extensive experience in the development, delivery, and evaluation of individual and organizational training (face-to-face, e-learning, and blended learning). He has provided training in M&E and related topics in North and South America, Europe, Africa, and Asia, including professional development workshops for the American Evaluation Association (AEA), the European Evaluation Society (EES), the South African Monitoring and Evaluation Association (SAMEA), the Malaysian Evaluation Society (MES), and the Sri Lankan Evaluation Association (SLEVA). For more information, visit

J. Bradley Cousins is professor of Evaluation at the Faculty of Education, University of Ottawa. Cousins’ main interests are in program evaluation including participatory and collaborative approaches, use, and capacity building. He received his PhD in Educational Measurement and Evaluation from the University of Toronto in 1988. Throughout his career he has received several awards for his work in evaluation including the Contribution to Evaluation in Canada award (CES, 1999), the Paul F. Lazarsfeld Award for Theory in Evaluation (AEA, 2008) and the AERA Research on Evaluation Distinguished Scholar Award (2011). He has published many articles and books on evaluation and was editor of the Canadian Journal of Program Evaluation from 2002 to 2010. Throughout his career, Cousins has had considerable experience planning, delivering, and evaluating evaluation training and capacity building in Canada and abroad. Internationally he led evaluation capacity building in Central and West Africa and a major three and one-half year project in India. He is currently leading a nation-wide evaluation of teacher in-service training in that country in collaboration with several of the people he had previously trained. Cousins completed a three and one-half year term as director of the Centre for Research on Educational and Community Services at the University of Ottawa in July 2015. He continues to be an active member of CRECS, which has a strong mandate for research and evaluation capacity building. For more information, visit

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