This unit applies to the implementation of a Monitoring Evaluation and Reporting (MER) strategy to measure progress against targets and reporting responsibilities.

ELEMENT

PERFORMANCE CRITERIA

1. Implement a monitoring and evaluation strategy

1.1. Collect relevant baseline data.

1.2. Consult with stakeholders and the community.

1.3. Brief colleagues, staff and contractors who will be involved in implementing the program on the monitoring and evaluation methods selected and justification.

1.4. Implement chosen monitoring and evaluation methods in accordance with defined strategy.

1.5. Ensure standard procedures and recording templates are available for use.

1.6. Ensure program timelines are communicated and monitored.

1.7. Monitor program expenditure and compare with budget.

2. Collect and analyse data

2.1. Ensure data and information is collected following relevant standards and format.

2.2. Assess if further data or information is needed to answer key evaluation questions and adjust design as required.

2.3. Ensure data is appropriately stored and can be accessed as needed.

2.4. Facilitate colleagues and contractors involved in the monitoring and evaluation process.

2.5. Evaluate the effectiveness, efficiency and appropriateness of investment and project priorities as required by the evaluation design.

3. Prepare reports and information products

3.1. Report against milestones and outputs.

3.2. Produce appropriate information products to keep stakeholders informed and engaged.

3.3. Communicate findings and activities to stakeholder groups according to program schedule.

3.4. Negotiate changes to projects and programs with stakeholders.

3.5. Apply findings to improve the delivery and alignment of projects and policy decisions with organisational targets and mission.

3.6. Ensure the style of reporting reflects the audience and how the information is to be used.

4. Review the monitoring and evaluation process

4.1. Foster a culture of self-evaluation and learning through encouraging ongoing participation, consultation and communication with stakeholders.

4.2. Review and adapt ongoing evaluation strategy and processes and provide feedback on the implementation and the evaluation design.

Required skills

application of monitoring and evaluation methods to ensure integrity and validity

data collection and management

use literacy skills to fulfil job roles as required by the organisation. The level of skill may range from reading and understanding documentation to completion of written reports

use oral communication skills/language competence to fulfil the job role as specified by the organisation including questioning, active listening, asking for clarification, negotiating solutions and responding to a range of views

use numeracy skills to estimate, calculate and record complex workplace measures

use interpersonal skills to work with others and relate to people from a range of cultural, social and religious backgrounds and with a range of physical and mental abilities.

Required knowledge

quantitative and qualitative methods for monitoring and evaluation

data management processes and systems

policy and program management processes

adaptive management an review cycles.

The evidence guide provides advice on assessment and must be read in conjunction with the performance criteria, required skills and knowledge, range statement and the Assessment Guidelines for the Training Package.

Overview of assessment

Critical aspects for assessment and evidence required to demonstrate competency in this unit

The evidence required to demonstrate competency in this unit must be relevant to workplace operations and satisfy holistically all of the requirements of the performance criteria and required skills and knowledge and include achievement of the following:

implement a monitoring and evaluation strategy

collect and manage data

analyse complex information

prepare reports and information products

review the evaluation process.

Context of and specific resources for assessment

Competency requires the application of work practices under work conditions. Selection and use of resources for some worksites may differ due to the regional or enterprise circumstances.

The range statement relates to the unit of competency as a whole.

Monitoring and evaluating responsibilities may include:

the range of targets and reporting responsibilities of any monitoring evaluation and reporting program.

Unit sector

Business

This unit contains employability skills.