Courses

Spring Academy

Monitoring, Evaluation and Indicators in ESI Funds:
Getting Ready for the Midterm Review in 2025

Lisbon
1900 EUR (excl. VAT)
  • Description

    How to construct indicators in order to grasp the accomplishments that ESI Funds projects bring at the local and the national level? How to take care of targets at all programme stages to uphold the EU Commission demands and still keep them simple to understand? How to effectively monitor progress?

     

    Monitoring and evaluation are integral elements of any ESI-funded activity, strongly reinforced by the Commission. Participation in this workshop will provide you with the understanding and skills necessary to collect valid data and select the right evaluation method necessary to assess the accomplishment of targets and results of Operational Programmes.

     

    At ESIFA we know training needs to be practical and interactive in order to bring applicable results. Our experts in monitoring and evaluation will walk you through a series of interactive exercises and case study based in-depth discussions.

     

    The workshop will cover the following issues

     

    • The relation between evaluation purposes, criteria, questions, and stages of the intervention;
    • Evaluation approaches and strategies;
    • Exercise: assess terms of reference for coherence;
    • Counterfactual Impact Evaluation (CIE) strategies;
    • Theory-based impact evaluation approaches;
    • Monitoring and indicators systems in the ESI Funds (ESF perspective);
    • Monitoring and evaluation: the role of indicators (ERDF perspective);
    • Monitoring in practice;
    • Best practices.

     

    Who is this workshop for

     

    • Experts from Managing Authorities, Audit Authorities, Intermediate Bodies, Regional and local authorities, Court of Auditors;
    • External evaluators;
    • Beneficiaries of EU funded projects.
  • Programme

    Wednesday 15 May 2024

    • 09.00

      Welcome of the Participants

      Welcome note by the ESI Funds Academy and Chair, Introduction Round

    • 09.15

      WHY do we need monitoring?

      • Role of monitoring for Operational Programmes and Projects;
      • Stakeholders involved and share of obligations;
      • Useful terminology and definitions.

       

      Łukasz Mikulec, Expert on monitoring, programme management and indicators (tbc)

    • 10.30

      Coffee Break

      Networking

    • 11.00

      WHAT shall we monitor (ESF+ perspective)?

      • Legal framework of monitoring system 2021-2027 (ESF+ perspective);
      • Performance Framework and mid-term review – 2014-2020 vs. 2021-2027.

       

      Łukasz Mikulec, Expert on monitoring, programme management and indicators (tbc)

    • 12.30

      Lunch

    • 13.30

      Programming and monitoring in practice – tools to improve the programmes’ intervention logic

      • Tools to establish clear intervention logic;
      • Practical exercise on designing the logic of intervention for a chosen specific objective – interactive session.

       

      Łukasz Mikulec, Expert on monitoring, programme management and indicators (tbc)

    • 14.45

      Coffee Break

      Networking

    • 15.00

      Wrap-up & discussion

      The place of indicators in the programme performance framework – how to use them effectively to manage the programmes. Referring to our knowledge, we will discuss together what mistakes are often made in the implementation of the indicators for projects and programmes’ management.

       

      Łukasz Mikulec, Expert on monitoring, programme management and indicators (tbc)

    • 15.30

      End of the official Programm Day 1

    • 18.00

      Walking Tour and a get together dinner

      After the completion of the first day of the Spring Academy, we are inviting participants to a Walking Tour and a networking dinner in a restaurant in Lisbon.

    Thursday 16 May 2024

    • 09.00

      Opening of the 2. Day

      Introduction

       

      Benedict Wauters, Director of European Programmes
      Vladimir Kvača, Expert on policy design and evaluation

    • 09.30

      Part I: WHAT is evaluation, WHY it is useful and WHO plays a role in evaluation process?

      • What is evaluation and what is its purpose;
      • Evaluation process;
      • Evaluation stakeholders;
      • Evaluation in EU funds management.

       

      Vladimir Kvača; Expert on policy design and evaluation

    • 10.15

      Coffee Break

      Networking

    • 10.30

      Part II: WHAT shall we evaluate?

      • What do we evaluate: what is the relevant scope of the evaluation?
      • How to think about “interventions” via theories of change and action?

       

      Benedict Wauters, Director of European Programmes

    • 11.45

      Part III: WHY shall we evaluate?

      • Purpose of an evaluation;
      • Evaluation criteria;
      • Relation of purpose and criteria to the stages of an intervention.

       

      Vladimir Kvača; Expert on policy design and evaluation

    • 12.30

      Lunch

    • 13.30

      Part III: WHY shall we evaluate? (cont.)

      • Evaluation questions;
      • Relation of evaluation questions to criteria.

       

      Vladimir Kvača; Expert on policy design and evaluation

    • 14.00

      Evaluation questions workshop

      Benedict Wauters, Director of European Programmes
      Vladimir Kvača, Expert on policy design and evaluation

    • 14.30

      Coffee break

    • 14.45

      Part IV: HOW shall we evaluate?

      • Three overall evaluation approaches: merit, enlightenment, development;
      • Theory testing versus pragmatic evaluation strategies: which research strategies to choose (selection framework);
      • The role of an evaluability assessment.

       

      Benedict Wauters; Director of European Programmes

    • 16.00

      Workshop - What kind of evaluation do you need?

      Benedict Wauters, Director of European Programmes
      Vladimir Kvača, Expert on policy design and evaluation

    • 16.20

      Q&A

      Benedict Wauters, Director of European Programmes
      Vladimir Kvača, Expert on policy design and evaluation

    • 16.30

      End of the Official Programme of Day 2

    Friday 17 May 2024

    • 09.00

      Part IV: HOW shall we evaluate? (cont.)

      • Pragmatic approaches (incl. Most Significant Change, Concept Mapping,…);
      • Surveys.

       

      Benedict Wauters, Director of European Programmes

       

    • 09.30

      Quasi-experiments (incl. RCT’s, PSM, RDD)

      Vladimir Kvača, Expert on policy design and evaluation

    • 10.30

      Coffee Break

      Coffee Break and Networking

    • 10.45

      Counterfactual evaluation workshop

      Benedict Wauters, Director of European Programmes

      Vladimir Kvača, Expert on policy design and evaluation

    • 11.30

      Part IV: HOW shall we evaluate? (cont.)

      Two examples of case studies (based on realist evaluations)

       

      Benedict Wauters, Director of European Programmes

      Vladimir Kvača, Expert on policy design and evaluation

       

    • 12.30

      Lunch

    • 13.30

      Part IV: HOW shall we evaluate? (cont.)

      QCA case study approach

       

      Benedict Wauters, Director of European Programmes

    • 14.00

      Part V: HOW to prepare evaluations?

      • Creating your evaluation plan;
      • Generating criteria for prioritising evaluations;
      • How to deal with the requirement to evaluate all priorities in a programme for impact?

       

      Benedict Wauters, Director of European Programmes

    • 14.30

      ToR

      • Drafting Terms of reference;
      • What Evaluation deliverables you should require.

       

      Vladimir Kvača, Expert on policy design and evaluation

    • 15.45

      Q&A

      Benedict Wauters, Director of European Programmes

      Vladimir Kvača; Expert on policy design and evaluation

    • 16.00

      End of the Academy and Distribution of Certificates

  • Experts

  • Venue

    Novotel Lisboa
    Av. José Malhoa, 1-1A – 1099-051 Lisboa – Portugal

    Next to the training materials the trainign fee is covering:
    a) the Catering during the training (3 Coffee Breaks and a Lunch every day);
    b) the Walking Tour in Lisbon in the evening of the First Day of the Training;
    c) Networking Dinner in the evening of the First Day of the Training.

I have a question about this course

You might also like these courses

  • Spring Academy

    Technical Assistance:
    Practical Toolbox for Better Absorption of the European Non-reimbursable Funds and EEA Grants

    Napoli
    1900 EUR (excl. VAT)
  • Spring Academy

    Verification and Audit of ESF and Cross-Border Projects:
    Best Practices

    Napoli
    1900 EUR (excl. VAT)
  • Spring Academy

    European Audit of Public Procurement:
    Case Studies and Practicalities to Prevent Financial Corrections

    Porto
    1900 EUR (excl. VAT)

tailor-made

COURSE IN YOUR OWN LANGUAGE? WITH YOUR OWN TEAM? OR OTHER SPECIAL REQUESTS?

Contact us

cookies policy

Our website uses cookies and website analytics tracking, through which we collect information about our users, such as their IP address and the browser they use, with the aim to analyse our users behaviour and improve the content and services of the site. Select “I accept” to provide us with your consent to use the above technologies during your visit to our site.

If you do not agree, their use will be disabled. For more information, please read our Privacy Policy.