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Participatory M&E Course


With growing emphasis on participatory approaches towards development, there has been recognition that monitoring and evaluation (M&E) should also be participatory. Conventionally, M&E has involved outside experts coming in to measure performance against pre-set indicators, using standardized procedures and tools. In contrast, participatory monitoring and evaluation (PM&E) involves primary stakeholders as active participants and offers new ways of assessing and learning from change that are more inclusive, and reflects the perspectives and aspirations of those most directly affected.

This course is intended to broaden participants’ understanding of participatory monitoring and evaluation (PM&E) as a support to program/project management at different levels and as a tool for strengthening participation, enhancing local capacity, and increasing local people’s confidence and control over development decisions and processes. The course examines PM&E concepts and principles, as well as methods, tools and techniques, which have been tested and used in the field.


10 days


The course is intended for planning, monitoring and evaluation officers, program officers, project managers, research/action research officers, trainer/extension workers, community animators/facilitators and advocacy workers, with at least 2 years direct experience in either planning, implementing or managing monitoring and evaluation activities. Participants are requested 
to bring information materials describing their organizations and monitoring and evaluation activities. English proficiency is a requirement.


Introduction to Participatory Monitoring and Evaluation (PME)

  • What is PME?
  • Aims of Participatory M&E
  • Principles of PME
  • Applicability, advantages and disadvantages of PME

Steps in the development and implementation of PME process

  • Planning the PM&E Process and Determining Objectives and Indicators
  • Gathering Data
  • Analyzing Data
  • Sharing the Information and Defining Actions to Be Taken

Participatory Monitoring and Evaluation Frameworks

  • Logical Framework
  • Strategic Framework

Participatory Monitoring and Evaluation Plans

  • Developing PM&E Plans
  • Mainstreaming PM&E Plans with Project Plans
  • Implementing PM&E Plans Monitoring PM&E Plans

Techniques and Tools for PM&E

  • Participatory Rural Appraisal
  • Beneficiary Assessment
  • Visual self-evaluation tools
  • Testimonials
  • Photographing the evidence
  • Community records and indicators

Participatory video

  • Introduction to participatory video
  • participatory video process
  • methods for participatory video planning, shooting, editing and screening events
  • ethical challenges in participatory video projects

Participatory Planning and Design

  • Generating objectives for Project planning
  • Developing an action plan for implementation
  • Involving the community in implementation
  • Group dynamics of Participatory Decision making process.

Selecting indicators for Participatory Monitoring & Evaluation

  • Definition of an indicator.
  • Factors to consider in selecting indicators.
  • Types of indicators.
  • Formulation of indicators.

Participatory Action Research (PAR)

  • What is social research?
  • What is Action Research?
  • PAR Tools
  • Research mapping
  • Research Planning

Participatory Baselines

  • The need for Participatory baselines  
  • Tools used for Participatory baseline surveys

Outcome mapping

  • Introduction to outcome mapping
  • Stages of outcome mapping
  • Steps of outcome mapping
  • Uses of outcome mapping

Outcome harvesting

  • Introduction and definition of outcome harvesting
  • Steps in outcome harvesting
  • When to use outcome harvesting
  • Strengths and limitations of Outcome Harvesting

Most significant change (MSC)

  • Introduction and definition of MSC
  • Steps in MSC
  • Uses of MSC
  • Strengths and limitations of MSC

Participatory information gathering methods and tools

  • Focus Group Discussions
  • Key Informant Interviews
  • Social Maps
  • Transect walks
  • Role play
  • Tree diagrams
  • Needs Assessment
  • SWOT analysis
  • Wealth ranking
  • Pair wise ranking
  • Historical lines
  • Access to resources profile  
  • Listing
  • Ranking

Data Analysis for Participatory Monitoring and Evaluation

  • Value of involving others in the process
  • Difference between description and interpretation
  • How to increase the trustworthiness of your findings
  • Participatory Information gathering Tools and Methods
  • Qualitative data analysis: The basic steps
  • Using NVivo for qualitative data management and analysis
  • Feedback to Stakeholders
  • Participatory dissemination.

Participatory Impact Assessment

  • What is participatory impact assessment?
  • 8 stages of a Participatory impact assessment
  • Community defined indicators of project impact
  • Participatory Tools and Methods for participatory impact assessment
  • Assessing project attribution
  • Triangulation

Participatory M & E Report writing

  • Communicating the different findings among partners
  • Sharing experiences with others who may be implementing similar projects.
  • Qualities of a good report

GIS & GPS Techniques for mapping in Participatory M&E

  • Introduction to Participatory GIS Software (Quantum GIS)
  • Using Google Maps, Google Earth for participatory mapping   
  • Participatory Mapping of M & E indicators


Participants should be reasonably proficient in English. Applicants must live up to Indepth Research Services (IRES) admission criteria.


The instructor-led training are delivered using a blended learning approach and comprises' of presentations, guided sessions of practical exercise, web based tutorials and group work. Our facilitators are seasoned industry experts with years of experience, working as professional and trainers in these fields.

All facilitation and course materials will be offered in English. The participants should be reasonably proficient in English.


Upon successful completion of this training, participants will be issued with an Indepth Research Services (IRES) certificate certified by the National Industrial Training Authority (NITA).


The training is residential and will be held at IRES Training Center. The course fee covers the course tuition, training materials, two break refreshments, lunch, and study visits.

All participants will additionally cater for their, travel expenses, visa application, insurance, and other personal expenses.


Accommodation and airport pickup is arranged upon request. For reservations contact the Training Officer.

Email:This email address is being protected from spambots. You need JavaScript enabled to view it..  

Mob: +254 715 077 817

Tel: 020 211 3814


This training can also be customized for your institution upon request to a minimum of 4 participants. You can have it delivered in our training centre or at a convenient location.

For further inquiries, please contact us on Tel: +254715077817, +254 (020) 211 3814 or mail This email address is being protected from spambots. You need JavaScript enabled to view it.


Payment should be transferred to IRES account through bank on or before C.O.B 3rd August 2020

Send proof of payment to This email address is being protected from spambots. You need JavaScript enabled to view it.

Event Properties

Event Duration 10 Days
Event Date 10-08-2020
Event End Date 21-08-2020
Cut off date 03-08-2020
Individual Price (International) EUR 1,771
Individual Price(International in Dollars) USD 1,999
Location Nairobi-Kenya
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Contact Us

+250 789 621 067
[email protected]
Kamukina KG 501 Gate
Kigali, Rwanda

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