Обучение по стратегическому мониторингу и оценке эффективности в Валенсии

Обзор программы

Every programme, project and public policy promises change. Knowing whether that change is happening, for whom and at what cost is harder. Many organisations collect data mainly to report upward, while decisions on budgets, priorities and course corrections are made with little evidence. Strategic performance monitoring and evaluation (M&E) closes that gap by linking objectives, indicators, data and decisions in one system.

The reference points have moved. The OECD Development Assistance Committee adopted revised evaluation criteria in December 2019, adding coherence to relevance, effectiveness, efficiency, impact and sustainability. The UN Evaluation Group’s Norms and Standards, updated in 2016, set expectations on independence, utility, credibility and ethics. Financiers such as the World Bank expect a clear results framework with baselines, targets and a monitoring plan for every operation.

Spain offers a timely benchmark. Law 27/2022 institutionalised public policy evaluation in the central administration, and in February 2026 a royal decree approved the statute of the new State Agency for Public Policy Evaluation. The Independent Authority for Fiscal Responsibility (AIReF) is running a multi-year spending review cycle for 2022-2026, and regional authorities such as the Generalitat Valenciana manage EU cohesion programmes under a performance framework with common indicators and published targets.

This five-day programme in Valencia gives managers and M&E professionals a complete, practical toolkit: from theory of change and results frameworks to indicators, data systems, evaluation design, cost-effectiveness and reporting that informs decisions. Real reforms and financed programmes are used as case material throughout.

Risalat Consultants International (RCI) works alongside ministries, agencies, project implementation units and NGOs to build M&E systems that are proportionate, credible and used.

Программа укрепляет институциональный потенциал в следующих областях

• Theory of change and results chain design
• Results frameworks and logical frameworks
• Indicator selection, definitions and reference sheets
• Baselines, milestones and targets
• Data collection planning and quality assurance
• Sampling for surveys and monitoring
• Dashboards and performance reporting
• Evaluation design using the OECD DAC criteria
• Evaluability assessment and evaluation questions
• Cost-effectiveness and value-for-money analysis
• Impact evaluation options and their limits
• M&E budgeting and staffing
• Stakeholder participation and accountability
• Evaluation ethics and independence
• Management response and follow-up of recommendations
• Linking performance information to budgets

Participants work on their own programme or project throughout the week and leave with a draft M&E plan.

The Growing Importance of Strategic Performance Monitoring and Evaluation

Public budgets are under pressure and scrutiny is rising. In Spain, AIReF’s spending review cycle has covered areas such as financial instruments for productive sectors, the minimum income scheme, temporary disability benefits and official development assistance, and in April 2026 the government added employment policies and parts of the 2014-2020 ERDF multi-regional programme. Each review asks the same question managers face: is this spending achieving its objectives efficiently?

EU cohesion policy shows the same shift. For 2021-2027 the Commission sets common output and result indicators, publishes programme targets on its Cohesion Open Data platform and updated its performance guidance in February 2025. The mid-term review regulations adopted in September 2025 allow programmes to redirect funds to new priorities such as housing, water resilience, energy transition and defence, which means indicators, targets and evaluation plans must be revised mid-course.

Организациям все больше нужны специалисты, способные:

• Building a theory of change that people actually use
• Designing results frameworks with measurable indicators
• Setting realistic baselines, milestones and targets
• Planning data collection, verification and storage
• Producing dashboards that support decisions
• Commissioning and managing evaluations
• Applying the OECD DAC criteria in evaluation questions
• Choosing between impact evaluation designs
• Assessing cost-effectiveness and value for money
• Budgeting and staffing an M&E function
• Revising indicators when programmes are reprogrammed
• Writing findings that lead to management action

Strong M&E systems help organisations:

• Detect problems early and correct course
• Allocate budgets to what works
• Demonstrate results to financiers and citizens
• Meet reporting obligations without duplicating effort
• Learn from success and failure
• Improve the quality of new programme design
• Strengthen accountability and trust
• Prepare for audits and spending reviews

Good M&E is proportionate. The aim is not more data but better decisions, made at the right time by the people responsible.

Who Should Attend This Strategic Performance M&E Training?

Программа предназначена для:

• M&E managers, officers and specialists
• Руководители проектов и программ
• Project implementation unit coordinators
• Planning and strategy directors
• Performance and results officers in ministries
• Budget and finance officers working on performance budgeting
• Policy analysts and evaluation unit staff
• EU funds managing authority and intermediate body staff
• Donor and development agency programme staff
• NGO programme and MEAL staff
• Internal auditors and inspectors
• Researchers and independent evaluators
• Executive managers who use performance data

Mixed teams of managers, M&E staff and finance officers gain most, because they can agree on one results framework and one reporting cycle.

Strategic Performance M&E Training Objectives

Upon successful completion of this Strategic Performance M&E Training, participants will be able to:

• Build a theory of change and results chain for a programme or policy
• Design a results framework with clear indicators, baselines and targets
• Write indicator reference sheets that ensure consistent measurement
• Plan data collection, sampling and data quality checks
• Design a simple performance dashboard for managers
• Frame evaluation questions using the revised OECD DAC criteria
• Apply the UNEG Norms and Standards to evaluation management
• Compare impact evaluation options under budget, time and data limits
• Assess cost-effectiveness and value for money
• Prepare an M&E budget and staffing plan
• Report findings and track management responses

Each objective is practised on participants’ own programmes, so tools are tested before they are taken home.

Содержание и структура программы

Strategic Performance M&E Training Methodology

The programme is applied and evidence-based. Short inputs are followed by exercises on participants’ own programmes, using real reforms and financed programmes as reference cases.

Программа сочетает:

• Короткие презентации экспертов
• Work on participants’ own programmes
• Case studies from Spanish and EU reforms
• Group exercises on theory of change and indicators
• Spreadsheet exercises on targets and cost-effectiveness
• Dashboard design practice
• Peer review of results frameworks
• Evaluation design simulations
• Templates and checklists for immediate use
• Daily feedback and reflection
• Планирование действий для организации участника

Before the programme, participants can complete RCI’s free M&E and MEAL Assessment to benchmark their current system. The results help facilitators adapt examples to the group.

Ожидаемые результаты

Upon completion of this Strategic Performance M&E Training, participants will be able to:

• Lead the design of a theory of change and results framework
• Define indicators that can be measured consistently
• Plan data collection and quality assurance
• Present performance information in a clear dashboard
• Commission and manage evaluations to recognised standards
• Assess value for money using simple cost-effectiveness tools
• Budget and staff an M&E function realistically
• Turn findings into management action
• Implement an M&E improvement plan

These outcomes help institutions make better use of public and donor funds and report results with confidence.

Institutional Application of Strategic Performance M&E Training

Программа помогает организациям укрепить:

• Results-based planning and budgeting
• Theories of change for strategies and programmes
• Results frameworks and indicator systems
• Data quality and management
• Performance dashboards and reporting cycles
• Evaluation policies and plans
• Evaluation commissioning and quality assurance
• Management response systems
• Value-for-money assessment
• M&E staffing, budgets and roles
• Stakeholder participation and accountability

Участники возвращаются с практическими инструментами для улучшения:

• Theory of change template
• Results framework matrix
• Indicator reference sheet
• Data collection and sampling plan
• Data quality checklist
• Dashboard template
• Evaluation terms of reference outline
• M&E budget template
• Management response tracker

For a wider view of delivery risks, organisations can combine the programme with RCI’s Project Health Check, which reviews schedule, budget, procurement and results performance together.

Региональная актуальность и применение

Европа

EU member states manage 2021-2027 cohesion programmes under a performance framework with common indicators, and the 2025 mid-term review requires many programmes to revise priorities and targets. Spain’s new evaluation agency and AIReF spending reviews give European participants a practical comparison.

Африка

Ministries and project implementation units in Africa manage World Bank, AfDB and other financed operations that require results frameworks, regular progress reports and independent evaluations. The sessions on indicators, data quality and M&E budgeting address common reporting gaps.

Ближний Восток

Governments in the Middle East are linking national visions and strategies to performance targets and dashboards. The programme helps teams connect strategic goals to measurable programme results.

Азия

Asian governments and development partners increasingly use results-based financing and performance budgeting, which depend on reliable indicators and verification. The data quality and value-for-money sessions apply directly.

Латинская Америка

Latin American countries have long experience with national evaluation systems and performance budgeting. Participants can compare these with Spain’s newer evaluation agency and the EU approach.

Across regions, the same discipline applies: a clear logic, a small set of good indicators, reliable data and evaluations that people use.

Профиль принимающей страны – Испания

Spain is a parliamentary monarchy and a founding member of the euro area, organised in 17 autonomous communities and two autonomous cities. Valencia, its third-largest city, combines a historic centre with modern conference facilities, good transport and a Mediterranean climate that makes it a comfortable place to learn.

Spain is a useful benchmark for strategic M&E. Law 27/2022 institutionalised policy evaluation in the central administration, and the statute of the State Agency for Public Policy Evaluation, in force since February 2026, gives it duties on methodology, ex ante evaluation, strategic evaluation plans and training. AIReF’s spending reviews link evaluation to budget decisions. In the Comunitat Valenciana, the Generalitat manages an ERDF programme of more than EUR 1.19 billion for 2021-2027 with a published evaluation plan, and the region is recovering from the October 2024 floods with support that includes EUR 846 million from the EU Solidarity Fund approved in June 2026, which raises practical questions about tracking reconstruction results.

Valencia airport and high-speed rail connect the city with Madrid, Barcelona and many European cities. Spain applies Schengen visa rules: many nationalities can visit visa-free for short stays, while others need a Schengen visa obtained in advance from a Spanish consulate. RCI provides invitation letters and visa advice to registered participants.

Strategic Performance M&E Training Deliverables

Every deliverable supports the participant’s own M&E plan, so that the work started in Valencia continues after the programme.

До программы

• Предварительная оценка участников
• M&E Readiness Assessment
• M&E Resource Pack
• Материалы для предварительного чтения
• Бесплатная визовая поддержка и консультации
• Встреча в аэропорту и приветственное сопровождение
• Проживание с завтраком
• Приветственный ужин для нетворкинга

Во время программы

• Комплект участника Risalat (сумка, бутылка, кружка, футболка, кепка, обложка для паспорта, ручки, блокнот, магнит и брелок)
• Comprehensive M&E Training Manual
• Шаблон теории изменений
• Results Framework Matrix
• Шаблон паспорта индикатора
• Контрольный список качества данных
• Шаблон панели показателей эффективности
• Evaluation Terms of Reference Outline
• M&E Budget Template
• Практические семинары и симуляции
• Групповые дискуссии и обмен опытом
• Ежедневный обед и кофе-брейки
• Полный доступ к инфраструктуре места проведения
• Мини-планшет с цифровыми учебными материалами
• Выездной визит (при наличии)
• Развлекательная экскурсия по городу

После программы

• Сертификат о прохождении
• Награда Risalat за участие в программе
• Справочные материалы после обучения
• Draft M&E Plan for the Participant’s Programme
• Management Response Tracker
• Summary of OECD DAC Criteria and UNEG Norms
• Поддержка и консультации после обучения
• Отчет по программе

Ministries, agencies, project implementation units and NGOs can request a tailored proposal for an in-house version of this programme, adapted to their programmes, financier requirements and reporting systems.

Common Challenges in Strategic Performance Monitoring and Evaluation, And How This Training Helps

How can we stop M&E from becoming a reporting exercise only?

The First Day links M&E to decisions through results-based management and a theory of change, and the Fifth Day sets up management responses so findings lead to action.

How do we choose indicators that are meaningful and measurable?

The Second Day covers indicator selection, reference sheets, baselines and targets, using the EU common indicator approach and participants’ own programmes.

How can we trust the data we report?

Data quality assessment, verification and data management roles are covered on the Third Day, with a checklist participants can apply immediately.

How do we present performance information that managers actually use?

The Third Day dashboard workshop tests whether a director can make a decision from one page in five minutes.

How can we evaluate with a limited budget and limited data?

The Fourth Day compares evaluation designs against budget, time and data limits, and shows how evaluability assessment avoids costly evaluations that cannot answer their questions.

How do we show value for money?

Cost-effectiveness and cost-benefit tools are practised on the Fourth Day, with Spain’s spending reviews as a reference for linking evaluation to budget decisions.

How should indicators change when a programme is reprogrammed?

The Second Day case study on EU cohesion programmes and the 2025 mid-term review shows how to revise targets without losing the results logic.

How do we resource the M&E function?

The Fifth Day covers M&E budgets, staffing and capacity plans, and the capstone includes a costed plan for each participant’s programme.

Часто задаваемые вопросы

Who should attend this M&E training?

M&E managers and officers, project and programme managers, PIU coordinators, planning and budget officers, EU funds staff, NGO MEAL staff and evaluators.

Какие методологические рамки используются в программе?

The revised OECD DAC evaluation criteria adopted in 2019, the UNEG Norms and Standards for Evaluation (2016), World Bank results framework guidance and the EU cohesion policy performance framework.

Why is the programme held in Valencia?

Spain has institutionalised policy evaluation through Law 27/2022 and a new State Evaluation Agency, AIReF runs spending reviews, and the Comunitat Valenciana manages a large ERDF programme, so participants see these systems at work.

Will we work on our own programmes?

Yes. Participants apply each tool to their own programme or project and leave with a draft M&E plan, including a results framework, dashboard and evaluation plan.

Можно ли провести программу в корпоративном формате?

Yes. Institutions can request a tailored version adapted to their programmes, financier requirements and reporting systems.

All programmes in ValenciaДругие программы по МиО и управлению эффективностью

Другие учебные курсы в Испании · Все программы в Европе · Полный календарь обучения