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Monitoring and Learning for Change Training

Our face-to-face training courses are currently suspended due to Covid-19. At present, we are adapting and curating these courses to online versions, while maintaining the main elements that make them an IMA training course.

Find out more about our online training courses.

Recent years have seen the realisation of the importance of strong project theory. The most sophisticated Theory of Change (ToC) models are non-linear and highly reflective, particularly concerning the assumptions we make in articulating models of change.

Duration: 5 Days

The price of the course excludes VAT which may be added depending on where you live and status of organisation.

Why choose this course

This course builds on the training provided in our M&E for Results course and is primarily for organisations who want to build systematic learning and reflection into complex projects and programmes. It combines advanced Theory of Change modelling with proven, analytical real-time monitoring of results and targeted qualitative reviews to continually test assumptions made in design. It is based on an action learning cycle. When senior and junior staff from the same organisation participate together it is especially useful. Previous experience in M&E is necessary.

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What you will learn

The course focuses on individual or group development of spreadsheet-based systems for your own organisation using theoretical presentation, illustration and practical exercises, you will learn:

  • the structure and operation of action learning-based model of process learning
  • field assessment using cognitive mapping
  • refinement of non-linear Theory of Change models (some prior knowledge assumed)
  • managerially relevant and analytical output monitoring systems
  • how to quantify intangible higher outcomes in an analytical way
  • comparative analysis of all stages of the results chain
  • how to conduct rapid qualitative reviews to investigate failed assumptions
  • how to manage learning systems.

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Real-Time Monitoring (RTM) in the learning process


Day 1

Introduction to learning process model and Real-Time Monitoring (RTM)
  • use of Cognitive Mapping in Assessment
  • participant's case, Theory of Change development
  • operationalising Theory of Change.

Day 2

Introduction to Activity To Output Monitoring (ATOM)
  • work breakdown for ATOM
  • creating ATOM spreadsheets and their interpretation
  • generating 'S'-curves.

Day 3

Introduction to measuring higher results, measuring intangibles
  • Creation of Weighted Indexes (WEDEX)
  • Calibrated Judgement Scoring (CAJUS)
  • Management, presentation and interpretation of results.

Day 4

Livelihood Asset-Status Tracking (LAST) example
  • charting outcomes with rolling baselines
  • workshop procedure for assessment sheet creation
  • scoring assessment sheets
  • precision tests.

Day 5

Organising periodic assessments
  • Ad-hoc Learning Exercises (ALEX) and reviews
  • system management
  • participants' strategies and group feedback.
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