M&E Capacity and Needs Assessment - Capacitate

Please complete all the fields in this survey as honestly as possible. The data collected in this survey will help to guide support provided to UNICEF partners. This data will not in any way impact on existing or future partner opportunities or contracting.

Please Select the option that applies to you *

Civil Society Organisation (CBO, NGO, PBO, etc)
Government Agency
Independent Consultant

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Organisation Details

Organisation Name *

Your Name *

First

Last

Designation / Role in Organisation *

Email *

How many staff do you have? *

What is your annual organisation budget? *

Do you have a dedicated budget for M&E? *

Do you think there is enough budget allocated for M&E? *

How much of your budget is allocated to M&E? *

Estimate

Budget Section Score

Out of 10

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M&E Planning and Strategy

Do you have a Theory of Change for your organisation? *

Yes
No
Not Sure

Please upload your TOC documentation *

Click or drag a file to this area to upload.

Please upload your TOC documentation

Document score

Out of 10 – 0 if none uploaded

Do you have an M&E Framework for your organisation? *

Yes
No
Not Sure

Please upload your M&E Framework /documentation *

Click or drag a file to this area to upload.

Please upload your M&E Framework /documentation

M&E Framework score

Out of 10 – 0 if none uploaded

Do you have clearly defined indicators to track organisational results *

Do you have an M&E Plan for your organisation? *

Yes
No
Not Sure

Please upload your M&E Plan *

Click or drag a file to this area to upload.

Please upload your M&E Plan

M&E Plan score

Out of 10 – 0 if none uploaded

Do you use a Results Based Management (RBM) methodology in the organisation? *

Yes
No
Not Sure

Please provide an example of how RBM is used in your organisation *

RBM Example score

Out of 10 – 0 if nothing detailed

Do you have a data management policy for your organisation? *

Please upload your data management policy

Click or drag a file to this area to upload.

Data Management score

Out of 10 – 0 if none uploaded

Please grade the quality of your planning documents.

	We dont have one	Not good	Just ok	Good	Excellent
Theory of Change / M&E Framework	We dont have oneTheory of Change / M&E Framework We dont have one	Not goodTheory of Change / M&E Framework Not good	Just okTheory of Change / M&E Framework Just ok	GoodTheory of Change / M&E Framework Good	ExcellentTheory of Change / M&E Framework Excellent
M&E Plan	We dont have oneM&E Plan We dont have one	Not goodM&E Plan Not good	Just okM&E Plan Just ok	GoodM&E Plan Good	ExcellentM&E Plan Excellent
Monitoring Plan	We dont have oneMonitoring Plan We dont have one	Not goodMonitoring Plan Not good	Just okMonitoring Plan Just ok	GoodMonitoring Plan Good	ExcellentMonitoring Plan Excellent
Data Management Policy	We dont have oneData Management Policy We dont have one	Not goodData Management Policy Not good	Just okData Management Policy Just ok	GoodData Management Policy Good	ExcellentData Management Policy Excellent
Indicator definitions	We dont have oneIndicator definitions We dont have one	Not goodIndicator definitions Not good	Just okIndicator definitions Just ok	GoodIndicator definitions Good	ExcellentIndicator definitions Excellent

How often do you review and update your frameworks and plans? *

Almost never
Only when we need to
Every year
Every 6 months
Every quarter
More Often

Do you develop a Theory of Change, M&E Framework and Plan for each programme? *

Yes
No
Sometimes, depends on the Funder requirements
Not Sure

What do you use your M&E data for? *

Compiling funder reports
To review the effectiveness of programmes
To review and make changes to programmes
To inform learning and development
For marketing
Other

Please specify how else you use your M&E data. *

M&E Planning and Strategy Section Score

Out of 60

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M&E Processes

Do you have data collection tools, digital or manual?

Please upload some examples of your tools

Click or drag files to this area to upload. You can upload up to 5 files.

How do you collect your data? *

Paper forms
Web forms
Mobile tool
Dedicated software application
Other

Please provide details of the software you use to collect your data. *

How do you manage your data? *

Manual document storage
Dropbox, Google Drive, One drive or similar
Document management system
Excel
Database application
Other software

Please describe your Monitoring Process *

Please provide a brief description of when and how you capture data about your programme delivery.

Please describe how you check the accuracy and quality of the data collected *

We have a quality assurance person that checks the data
We perform regular audits of the data
We dont check the data once it is captured
Other

Please describe how else you check the accuracy and quality of the data collected *

Do you have controls in place to manage access to data that you collect? *

Please describe how you manage staff access to data, data reports and data storage? *

EG Policies, passwords, access controls, etc

How often do you review the programme data collected *

Weekly
Monthly
Quarterly
Annually
Never

How often do you generate programme reports *

Weekly
Monthly
Quarterly
Annually
Whenever the funder requests them

M&E Process Section Score

Out of 10

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Systems and Technology

What systems and technology does your organisation use? *

Accounting and Finance System
MS office (Word, Excel, PPT, etc)
Google Suite (Docs, Sheets, etc)
HR and Payroll system
CRM
Database system
Mobile / Field capture system
Digital wallets / financial system
Attendance and ID system
Learner Management System
ERP system
Whatsapp/Telegram/Signal
Other
Custom developed system

What other systems do you use? *

What does your custom built software do? *

What do you use for your document management? *

Local file storage on network (shared folder)
Google Drive
Sharepoint
Dropbox
Onedrive
Other Document management system
None

Staff Resources for M&E

Do you have a dedicated M&E person? *

What are their qualifications? *

Senior Certificate/Matric
Certificate programme/training in M&E
Bachelors Degree
Postgraduate degree
Postgraduate degree in an M&E related field
Other

Other qualification *

Do staff have clearly defined M&E responsibilities? *

Do you have enough staff to carry out M&E? *

Do you provide staff with training on M&E *

Type of M&E training provided *

Internal
External service provider

Do you think that your staff are adequately skilled in M&E functions *

Training requirements *

What sort of additional training do you think your teams need?

Staff Resource score

Out of 10

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What do you think your greatest areas of need are to build your M&E Capacity? *

What are the Priorities for you for M&E?

Please upload any additional documentation that you think may be relevant for us to assist you with building your M&E Capacity

Click or drag files to this area to upload. You can upload up to 2 files.

eg strategic plan

Assessor Comments and scores

Consultant Comment about Organisation

Total Score

Out of 100

Proposed Support

TOC Sessions
M&E Staff Training
Monitoring Tool Support
M&E Plan support
Technology support
Other

Other support to be provided