two days workshop

Monitoring, Evaluation and Indicators in ESI Funds. Measuring Impact

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.



    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



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


  • Programme

    Thursday 19 March 2020

    • 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

      Part I: 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, Expert on innovation, evaluation, methodology

    • 10.30

      Interactive session

      • What interventions are you currently monitoring / evaluating?
      • Is there a theory of change / action?
      • Can you construct it?


      Benedict Wauters, Expert on innovation, evaluation, methodology

    • 11.00

      Coffee Break

      Coffee Break and Networking

    • 11.20

      Part II: WHY shall we evaluate?

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


      Benedict Wauters, Expert on innovation, evaluation, methodology

    • 12.40


    • 13.40

      Part III: HOW shall we evaluate?

      • Three overall evaluation approaches: merit, enlightenment, development
      • Scientific versus ad hoc evaluation strategies: which research strategies to choose (selection framework) and refining evaluation questions accordingly
      • Quasi-experiments (incl. RCT’s, PSM, RDD,…)
      • Surveys
      • Case studies (incl. realist evaluations, QCA, process tracing, …)
      • Ad hoc approaches (incl. Most Significant Change, Concept Mapping,…)
      • The role of an evaluability assessment


      Benedict Wauters, Expert on innovation, evaluation, methodology

    • 15.40

      Coffee Break

    • 16.00

      Interactive session: assess a terms of reference

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


      Benedict Wauters, Expert on innovation, evaluation, methodology

    • 16.40

      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, Expert on innovation, evaluation, methodology

    • 17.00

      End of the official programme of Day 1

    • 18.00

      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: Jérôme Crozy, expert on urban planning

    Friday 20 March 2020

    • 08.45

      Welcome Coffee

    • 09.00

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

      • Role and significance of monitoring for Operational Programmes and Projects
      • Legal framework of monitoring system in 2014-2020 and the preliminary information about the framework after 2020
      • Stakeholders involved and share of obligations
      • Relevant terminology: outputs, results, impact, participant
      • Performance Framework: expectations and consequences of performance review
      • Methods of target setting


      Łukasz Mikulec, Expert on ESF programming, monitoring systems and indicators

    • 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.


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

    • 13.00


    • 14.00

      Monitoring in practice

      • Monitoring and IT systems
      • Collection and assessment of data
      • Establishing a clear intervention logic
      •  Practical examples of designing the logic of intervention for a chosen specific objective will be discussed


      The participants will learn how to design and formulate output and result indicators, what sources of data they can use to monitor them and what methods to use to set their targets


      Łukasz Mikulec, Expert on ESF programming, monitoring systems and indicators

    • 15.00

      End of the Workshop and Distribution of Certificates

      Good bye coffee

  • Experts

  • Venue

    Hotel Açores Lisboa

    Av. Columbano Bordalo Pinheiro 3, 1070-060 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) a Walking Tour in Lisbon in the evening of the First Day of the Training.

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