Identifying and Formulating Indicators Training Course

Identifying and Formulating Indicators Training Course

This 5-day training course is designed to empower participants with the critical skills needed to identify, formulate, and manage effective M&E indicators. A strong indicator is the backbone of any successful monitoring and evaluation system, and this course provides the tools to move beyond generic measures to create specific, measurable, and relevant indicators that truly reflect project performance and impact.

The course will cover the fundamental concepts of indicators and their role within the M&E process. We'll delve into practical techniques for formulating indicators using established criteria like SMART and CREAM, and we'll show you how to link these indicators to your project's objectives and results framework. The training will also focus on establishing baselines, setting targets, and using data collection tools to track progress, ensuring that you can confidently use indicators to drive better decision-making and reporting.

Who Should Attend the Training

·       M&E professionals

·       Program and project managers

·       Researchers and data analysts

·       Development practitioners

·       Government officials

·       Anyone responsible for measuring and reporting project progress

Objectives of the Training

·       Personal benefits

o   Master the principles of effective indicator formulation

o   Enhance skills in creating SMART and CREAM indicators

o   Improve ability to identify appropriate data sources for indicators

o   Gain confidence in developing baselines and setting realistic targets

o   Advance your career in M&E and results-based management

·       Organizational benefits

o   Strengthen the quality of M&E plans and systems

o   Improve data accuracy and reliability

o   Increase the effectiveness of performance monitoring and reporting

o   Enhance organizational accountability and transparency

o   Enable evidence-based decision-making and resource allocation

Training Methodology

·       Interactive presentations and group discussions

·       Practical exercises and case studies

·       Hands-on sessions using indicator formulation tools

·       Group work and peer-to-peer feedback

·       Real-world examples from various sectors

Trainer Experience

Our trainers are seasoned M&E experts with a proven track record in designing and implementing M&E systems across a wide range of organizations. They bring extensive practical experience in formulating indicators that are both robust and usable, ensuring a highly relevant and hands-on learning experience.

Quality Statement

We are dedicated to providing high-quality training that is both engaging and impactful. Our course content is regularly updated to reflect the latest global standards and best practices in indicator development, guaranteeing you receive the most current and relevant knowledge.

Tailor-made courses

We can customize this training to address your organization’s specific needs, focusing on the particular types of indicators relevant to your sector or projects. Contact us to create a tailored program that meets your team's requirements.

 

Course Duration: 5 days

Training fee: USD 1300

Module 1: Fundamentals of M&E Indicators

·       Defining M&E indicators and their purpose in project management

·       Types of indicators: input, output, outcome, and impact indicators

·       The relationship between indicators and the results chain

·       Qualitative vs. quantitative indicators

·       Practical session: Analyzing a project results chain and identifying potential indicator types


Module 2: The M&E Planning Process and Indicators

·       The role of indicators in a Monitoring and Evaluation Plan

·       How indicators link to a Theory of Change or Logical Framework

·       Aligning indicators with project objectives and goals

·       Considering the audience for indicator data

·       Practical session: Reviewing a sample M&E plan to identify where indicators fit in


Module 3: Identifying and Formulating Indicators

·       A step-by-step guide to developing effective indicators

·       Techniques for converting broad objectives into measurable indicators

·       Avoiding common pitfalls in indicator formulation

·       Working with stakeholders to identify relevant and useful indicators

·       Practical session: Formulating indicators for a new project idea using a structured approach


Module 4: The SMART and CREAM Criteria for Indicators

·       In-depth look at the SMART criteria: Specific, Measurable, Achievable, Relevant, Time-bound

·       Introduction to the CREAM criteria for process-oriented indicators

·       Using both frameworks to refine and strengthen indicators

·       Practical examples of weak vs. strong indicators

·       Practical session: Applying the SMART and CREAM criteria to a set of draft indicators and refining them


Module 5: Baselines, Targets, and Data Sources

·       Establishing baselines: What they are and why they are essential

·       Setting realistic and ambitious targets for indicators

·       Identifying appropriate data sources for each indicator

·       The importance of data disaggregation (e.g., by gender, age, location)

·       Practical session: Developing baselines and targets for the indicators formulated in the previous module


Module 6: Data Collection Methods and Tools

·       Overview of various data collection methods relevant for indicators

·       Designing data collection tools that align with indicator needs

·       The use of technology for data collection (e.g., mobile apps, online surveys)

·       Best practices for data collection planning and implementation

·       Practical session: Designing a simple data collection form for a specific indicator


Module 7: Indicator Performance Tracking Tables (IPTT)

·       Introduction to IPTTs and their role in tracking progress

·       Designing and populating an IPTT with indicators, baselines, and targets

·       Using IPTTs to visualize project progress and performance

·       Integrating IPTTs into regular monitoring activities

·       Practical session: Creating a simple IPTT from a project's indicators and data


Module 8: Data Quality and Validation

·       The importance of data quality in M&E

·       Techniques for ensuring data accuracy, reliability, and completeness

·       Data validation and verification processes

·       Addressing data quality issues and discrepancies

·       Practical session: Conducting a data quality check on a sample dataset


Module 9: Using Indicators for Decision Making and Reporting

·       How to analyze indicator data to inform project decisions

·       Developing compelling reports and dashboards based on indicator data

·       Communicating performance and results to stakeholders effectively

·       Linking indicator performance to project learning and adaptation

·       Practical session: Analyzing a dataset from an IPTT to write a short performance summary


Module 10: Case Studies and Practical Application

·       Reviewing real-world examples of effective and ineffective indicator use

·       Group work on developing a full set of indicators for a complex project scenario

·       Sharing best practices and lessons learned

·       Action planning for implementing a new indicator system

·       Practical session: Participants finalize and present their complete indicator list and IPTT

Requirements:

·       Participants should be reasonably proficient in English.

·       Applicants must live up to Armstrong Global Institute admission criteria.

Terms and Conditions

1. Discounts: Organizations sponsoring Four Participants will have the 5th attend Free

2. What is catered for by the Course Fees: Fees cater for all requirements for the training – Learning materials, Lunches, Teas, Snacks and Certification. All participants will additionally cater for their travel and accommodation expenses, visa application, insurance, and other personal expenses.

3. Certificate Awarded: Participants are awarded Certificates of Participation at the end of the training.

4. The program content shown here is for guidance purposes only. Our continuous course improvement process may lead to changes in topics and course structure.

5. Approval of Course: Our Programs are NITA Approved. Participating organizations can therefore claim reimbursement on fees paid in accordance with NITA Rules.

Booking for Training

Simply send an email to the Training Officer on training@armstrongglobalinstitute.com and we will send you a registration form. We advise you to book early to avoid missing a seat to this training.

Or call us on +254720272325 / +254725012095 / +254724452588

Payment Options

We provide 3 payment options, choose one for your convenience, and kindly make payments at least 5 days before the Training start date to reserve your seat:

1. Groups of 5 People and Above – Cheque Payments to: Armstrong Global Training & Development Center Limited should be paid in advance, 5 days to the training.

2. Invoice: We can send a bill directly to you or your company.

3. Deposit directly into Bank Account (Account details provided upon request)

Cancellation Policy

1. Payment for all courses includes a registration fee, which is non-refundable, and equals 15% of the total sum of the course fee.

2. Participants may cancel attendance 14 days or more prior to the training commencement date.

3. No refunds will be made 14 days or less before the training commencement date. However, participants who are unable to attend may opt to attend a similar training course at a later date or send a substitute participant provided the participation criteria have been met.

Tailor Made Courses

This training course can also be customized for your institution upon request for a minimum of 5 participants. You can have it conducted at our Training Centre or at a convenient location. For further inquiries, please contact us on Tel: +254720272325 / +254725012095 / +254724452588 or Email training@armstrongglobalinstitute.com

Accommodation and Airport Transfer

Accommodation and Airport Transfer is arranged upon request and at extra cost. For reservations contact the Training Officer on Email: training@armstrongglobalinstitute.com or on Tel: +254720272325 / +254725012095 / +254724452588

Instructor-led Training Schedule

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