Data collection

Problem tree

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Aim of the tool
To analyse problems, i.e. identifying the cause of the problems and their effects

When to use it?
Use the tool when designing a project, at the beginning of the planning process, and to identify the core issues and their root problems

Participatory video (PV)

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Aim of the tool

  • To document efforts and share experiences.
  • To strengthen civil society: people speaking from the heart, being heard, feeling understood.

When to use it?
During the implementation of a project and/or at the end of it.

Critical incident technique

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Aim of the tool
Gathering facts (incidents) from domain experts or less experienced users of the existing system to gain knowledge of how to improve the performance of the individuals involved.

When to use it?
This tool is useful at the beginning or halfway stage of an intervention process, or at the end for evaluation purposes.

How difficult is it to use it?
Easy – moderate – for experienced users/facilitators

Digital tools for M&E

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Aim of the tool 
There are some differences between the various kinds of digital tools out there, but in general, they aim to facilitate collaborative data collection, analysis, visualisation and/or sharing. 

When to use it? 
These tools may be especially useful when project staff and stakeholders are spread across the world. 

Tool for thought or tool for action? 
Tool for thought and for action

Questionnaires

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Aim of the tool
(Online) collection of data (both quantitative and qualitative)

When to use it?
This tool can be useful at the beginning of an intervention but is mostly used for evaluation purposes.

Online polling and quizzing

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Online polling tools can be used to engage an audience and get a quick impression of what a group of people thinks. You can easily create a quick poll with a few questions, and show the given answers (entered on the participants' cellphones) on your screen. Examples of such tools are Mentimeter, Metaphora and Poll Everywhere.

Balanced scorecard

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Aim of the tool
The balanced scorecard (BSC) to keep track of the execution of activities by the staff within their control and to monitor the consequences arising from these actions

When to use it?
This tool is useful to clearly communicate an organisation’s accountability.

Focus group discussion

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Aim of the tool
To give information on how groups of people think or feel about a particular topic and give greater insight into why certain opinions are held. To help improve the planning and design of new programmes and provide a means of evaluating existing programmes.

When to use it?
This tool is useful at the beginning of an intervention, but can also be used for evaluation purposes.

Institutional analysis

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Aim of the tool
To analyse the institutions that have a bearing on the core issue of your intervention

When to use it?
This tool is particularly useful at the start of the intervention and when the issue of strategies for change is raised

Trendline

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Tool 23

Aim of the tool
To promote participatory reflection and exploration on participants’ perceptions of changes which have occurred over time.

When to use it?
On early phases of a MSP: Issue exploration and Shared language