Courses

two days workshop

Monitoring, Evaluation, and Indicators in ESI Funds
Measuring impact

Lisbon
1050 EUR (excl. VAT)
  • Description

    Monitoring and evaluation is an integral element of the programming period 2014-2020. A major focus on results and objectives is being reinforced by the European Commission. Therefore EU Funds authorities need to specify more accurately the effects that are expected as a result of EU Funds implementation. Furthermore, collecting valid data and selecting the right evaluation method is necessary to assess the accomplishment of targets and results of Operational Programmes. Our interactive workshop on monitoring, evaluation, and indicators in ESI Funds provides the expert knowledge on measuring the impact of projects and programmes in ESI Funds.

     

    PROGRAMME

    This two-day intensive workshop focuses on the following topics:

    • The relation between evaluation purposes, criteria, questions and stages of the intervention
    • Evaluation approaches and strategies
    • Exercise: assess a 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

     

    After completing the official program of the first day of the Workshop the ESI Funds Academy is inviting the participants on the Thursday afternoon to a walking tour to discover the heart of Lisbon with our urban expert Jerome Crozy.

  • Programme

    Thursday 21 November 2019

    • 09.00

      Registration and welcome coffee

      Welcome note by ESI Funds Academy and Chair, Introduction Round

       

      Chair: Benedict Wauters. Expert on innovation, evaluation, methodology

    • 09.30

      The relation between evaluation purposes, criteria, questions and stages of the intervention

      • What do we evaluate: what is the scope of the evaluation? How to deal with the requirement to evaluate all priorities in a programme for impact?
      • How to think about an “intervention” via theories of change and action?
      • Linking purpose, criteria, questions and stages of an intervention

       

      Speaker: Benedict Wauters. Expert on innovation, evaluation, methodology

    • 10.50

      Coffee Break

    • 11.00

      Evaluation approaches and strategies

      • Three overall evaluation approaches: merit, enlightenment, development
      • Scientific versus ad hoc evaluation strategies: which strategies to choose when (selection framework)?
      • The role of an evaluability assessment

       

      Speaker: Benedict Wauters. Expert on innovation, evaluation, methodology

    • 11.45

      Exercise: assess a terms of reference for coherence

      A sample ToR will be provided but you may also use your own

      Speaker: Benedict Wauters. Expert on innovation, evaluation, methodology

    • 12.30

      Lunch

    • 13.30

      Ad hoc evaluation strategies

      • Basic approaches
      • More elaborate approaches: concept mapping, sensemaker, most significant change,…
      • Examples

      Speaker: Benedict Wauters. Expert on innovation, evaluation, methodology

    • 14.00

      Counterfactual Impact evaluation (CIE) strategies

      • Foundations of causal inference in CIE
      • RCTs, Propensity Score Matching, Regression Discontinuity, Difference in Difference
      • When can we apply them (data needs), what can they tell us (type of conclusion sought)?
      • Examples

      Speaker: Benedict Wauters. Expert on innovation, evaluation, methodology

    • 15.15

      Coffee Break

    • 15.25

      Theory based impact evaluation approaches

      • Foundations of causal inference in TBIE
      • Case study research using process tracing or congruence analysis
      • Multiple cases with Qualitative Comparative Analysis (QCA)
      • When can we apply them, what can they tell us?
      • Other frequently mentioned strategies: realist evaluation, contribution analysis
      • Examples

      Speaker: Benedict Wauters. Expert on innovation, evaluation, methodology

    • 17.00

      End of the official programme of Day 1

    • 19.00

      Walking tour to discover the heart of Lisbon

      Walking tour to discover the heart of Lisbon (60-90 minutes)

      Starting point: Praca Dom Pedro IV

       

      Guide: Jerome Crozy, expert on urban planning

    Friday 22 November 2019

    • 08.45

      Welcome Coffee

    • 09.00

      Monitoring and indicators systems in the ESI Funds (ESF perspective)

      • Legal framework of monitoring system in 2014-2020 and the preliminary information about the framework after 2020
      • Role and significance of monitoring for Operational Programmes and Projects
      • Stakeholders involved and share of obligations
      • Relevant terminology: input, activities, outputs, results, impact
      • Performance Framework verification: expectations and consequences of performance review and mid-term evaluation

       

      Speaker: Łukasz Mikulec, experienced as expert working for the ESF Coordination Authority and EGF Managing Authority in Poland (invited, tbc)

    • 10.30

      Coffee break

    • 11.00

      ESI Funds - Monitoring & Evaluation: the role of indicators (ERDF perspective)

      • Introduction to M&E
      • Basic concepts: outputs, outcomes, impacts
      • The role of indicators
      • Types of indicators
      • Selecting key indicators to measure achievements
      • Baseline data on indicators
      • Data sources and data collection

       

      Regarding the learning methodology: for each bullet point of the course content there will be a theoretical overview followed by discussion and exercises. This will always be framed by the ESI Funds reality, working papers and guidelines.

       

      Speaker: Ana Diogo, experienced as expert working for the Planning and Evaluation Division of the Presidency of the Council of Ministers in Portugal.

    • 13.00

      Lunch

    • 14.00

      Monitoring in practice

      Monitoring in practice (30 minutes)

      • Monitoring requirements and obligations
      • Monitoring systems and IT systems
      • Collection, processing and assessment of data
      • Data collection tools
      • Monitoring through life cycle of the project
      • Measurement and verification of indicators

      Best practice (30 minutes)
      Practical example on monitoring process through the life cycle of a specific project. Speaker will introduce a real-life project/programme axis  and discuss with participants monitoring process through the whole life cycle of the project/programme axis: which difficulties can come up, what has to be paid attention to and so on.

       

      Speaker: Łukasz Mikulec, experienced as expert working for the ESF Coordination Authority and EGF Managing Authority in Poland (invited, tbc)

    • 15.00

      End of the Workshop and Distribution of Certificates

  • Experts

  • Venue

    Hotel Açores Lisboa

    Av. Columbano Bordalo Pinheiro 3, 1070-060 Lisboa, Portugal

    +351 21 722 2920

    https://www.bensaude.pt/hotelacoreslisboa/en/

I have a question about this course

You might also like these courses

  • study visit

    Preventing Errors and Irregularities in ESIF Projects
    Study Visit in Portugal

    Lisbon
    2600 EUR (excl. VAT)
  • two days workshop

    Delivering results and added value with ESI Funds

    Lisbon
    1050 EUR (excl. VAT)
  • two days workshop

    Technical Assistance in ESI Funds
    How to become more effective?

    Lisbon
    1050 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.