two days workshop

Monitoring, Evaluation and Indicators in ESI Funds:
Practitioner’s Toolbox

1050 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. So, when closing the Operational Programmes of the 2014- 2020 financial perspective, programming the new one, or working with the Resilience and Recovery Funds, we have to retain profound knowledge on the construction of targets and indicators, as well as the methods and tools to monitor and control them. Participation in this 2- day 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.

    In ESIFA we know training needs to be practical and interactive to bring applicable results, so 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


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

  • Programme

    Thursday 30 March 2023

    • 08.45


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


      Laura Bobarnac, Expert on Expert on monitoring and indicators

    • 09.00


      • What are you responsible for in your organisation?
      • Do you use monitoring and indicators in your day to day professional activity? But in your day to day life


      Laura Bobarnac, Expert on Expert on monitoring and indicators

    • 10.00

      PART I: WHY do we need monitoring?

      • Legal framework of monitoring system in 2021-2027;
      • Role of monitoring for Operational Programmes and Projects;
      • Stakeholders involved and share of obligations

      Laura Bobarnac, Expert on Expert on monitoring and indicators

    • 10.30

      Coffee Break


    • 11.00

      PART II: WHAT shall we monitor and WHAT TOOLS do we need?

      • Performance Framework: scope and challenges;
      • Activities, Outputs, Results, (perspective for) Impact;
      • Selecting the right indicators to measure achievements;
      • Baseline and methods of target setting;
      • Monitoring and IT systems;
      • Collection and assessment of data;
      • Q and A

      Laura Bobarnac, Expert on Expert on monitoring and indicators

    • 12.30


    • 13.45

      PART III: HOW shall we do it? – programming and monitoring in practice - interactive session

      • Practical exercise of designing the logic of intervention for a chosen specific objective;
      • Practical exercise of selecting and formulating indicators


      Laura Bobarnac, Expert on Expert on monitoring and indicators

    • 15.30

      End of the Official Program Day 1

    • 18.00

      Walking tour to discover the heart of Madrid

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

    Friday 31 March 2023

    • 09.00

      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

    • 10.00

      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

    • 10.30

      Coffee Break

      Coffee Break and Networking

    • 11.15

      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

    • 12.30


    • 13.30

      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

    • 15.00

      Coffee Break

    • 15.15

      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

    • 15.45

      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

    • 16.15

      End of the Workshop and Distribution of Certificates

  • Experts

  • Venue

    Ayre Gran Hotel Colón
    C. del Pez Volador, 1 – 11
    28007 Madrid

    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;

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