The term ‘monitoring’, in the context of partnering, means systematic tracking and reviewing of activities, outcomes, and outputs. Designed well, monitoring combines story capture, achievements to date, and opportunities for making changes. It can provide a solid foundation for making decisions about when, where, and how there may be room for new initiatives and/or innovation.
Monitoring focuses both on the collaboration process itself, as well as on the outputs, outcomes, and impact. Monitoring helps keep all parties focused on the aspired impact of the challenge partners want to address throughout all stages of the partnering endeavour. Information captured through systematic, participatory, and user-friendly monitoring processes can help to keep track of unintended benefits and consequences. These include issues that may require mitigating measures or may even lead to significant changes in the partnering arrangements or in the constituent parts of the endeavour.
- What do we want to monitor at the outcome level?
- What do we want to monitor at the partnering process level?
- What is needed to create space for analysis, reflection and emerging insights?
- What process is necessary to learn from a partnering activity’s story to ensure that insights and lessons are incorporated into how things go forward?
- Case Study: Telling the partnership story: see box 7
- Report: Kaplan et al., (2007). Assessing Partnership Performance: Understanding the Drivers for Success.
- Report: Use administrative data when possible (for throughputs + outputs). Click here for a useful guide.
- Report: Select appropriate methods for each monitoring questions you have, use ‘Goldilocks’ CART principles.
- Report: Use good ways of storing and sharing data: http://www.poverty-action.org/publication/resources-data-collection-and-storage.
- Report: Ken Caplan and David Jones (2002) on measuring the effectiveness of partnerships.
- Tool: Social Return on Investment (SROI) is an analytic tool for measuring and accounting for a much broader concept of value, taking into account social, economic and environmental factors.
- Video: Several TED Talks discuss progress around the SDGs. A relevant one is the ‘social progress index’ that ranks societies on how they meet the needs of citizens; see the TED Talk by Michael Green.
KEY PERFORMANCE INDICATORS
- Operational plans regularly updated, reflecting emerging insights and lessons learned
- Monitoring routines are co-decided and up and running