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Elements and Performance Criteria

1. Define terms of reference, scope and evaluation context
   • Identify and clarify the outcomes sought, who will use the information and for what purpose
   • Identify the key stakeholders who will be consulted
   • Select evaluation and monitoring methods which are suitable to the size and significance of the program, and the terms of reference
   • Complete a review of existing evidence and literature relevant to the proposed evaluation
   • Develop an evaluation methodology that supports broader management targets, natural resource management standards, targets and outputs
2. Identify the key stages and outcomes of the program
   • Define key stages, milestones and timeframe
   • Communicate with clients and stakeholders the details of the program and delivery timeline for endorsement
   • Identify potential risks, including work health and safety risks, which may impact on the proposed program
   • Refine targets and objectives as required
3. Define reporting and record keeping requirements for data management
   • Identify data collection, management and reporting requirements to meet the objectives of the program
   • Identify existing data sets that may be accessed for the program
   • Design data collection protocols and methodology so relevant standards and required formats are met
   • Identify how data will be stored to ensure security and appropriate access taking into account required formats
   • Identify the information products required taking into account client and stakeholder needs, and use in decision making
   • Produce reports to suit program audience types
4. Identify the resources needed to implement the program
   • Identify the personnel and skill sets required to implement the monitoring and evaluation program
   • Assess the material resources required to undertake the work
5. Design and manage the monitoring, evaluation and reporting program plan
   • Document the program plan to enterprise requirements
   • Outline reporting requirements for the program
   • Incorporate work health and safety, environmental sustainability and biosecurity policies and procedures into the plan

Range Statement

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Performance Evidence

The candidate must be assessed on their ability to integrate and apply the performance requirements of this unit in a workplace setting. Performance must be demonstrated consistently over time and in a suitable range of contexts.

The candidate must provide evidence that they can:

develop a monitoring, evaluation and reporting program for an organisation in accordance with the MERI Framework

scope a project

define terms of reference and context

identify key stages and outcomes of the project

assess and define data management requirements according to project requirements and objectives

identify the resources needed to undertake the program, including financial, equipment, material and human resources

develop data collection, management and analysis methodology and procedures

design and manage a monitoring, evaluation and reporting program

produce reports and planning documents to organisational standards

review existing data and information appropriate to the plan, according to organisational requirements

incorporate work health and safety practices, policies and procedures into the program

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Knowledge Evidence

The candidate must demonstrate knowledge of:

program design considerations, including equality, technical validation and ethics

quantitative and qualitative methods for monitoring and evaluation

data management techniques

sources of existing evidence and literature relevant to the program

the MERI framework data collection protocols

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