Tools and Resources

The Planning, Monitoring and Evaluation Unit has developed and/or adapted a range of methods and tools that are used across the Secretariat in the planning, monitoring and evaluation of IUCN projects, programmes and organizational units.

PM&E methods and tools include:


 

The IUCN Project Guidelines and Standards V.2

The Project Guidelines and Standards (PGS) is a roadmap and toolkit for selecting, identifying, planning, implementing, monitoring, evaluating and closing IUCN projects, whether IUCN is acting as an implementing or executing agency.

Managing Evaluations: A Handbook for IUCN Managers

Each year in IUCN project and programme managers plan and commission between 40-60 evaluations and reviews. Many of these evaluations are required by donor contracts and some are self initiated by programme managers.

Meta-Evaluations in 2000 and 2003 revealed that the quality of these evaluations often vary, and that some do not meet acceptable standards for good evaluation practice. This Handbook - Managing Evaluations: A Guide for IUCN Programme and Project Managers - was written to assist managers in planning, commissioning and implementing high quality evaluations. It includes guidance in developing a good Terms of Reference for an evaluation, identifying standard evaluation criteria to use for different purposes, developing key evaluation questions, how to determine the profile of a good evaluation team, and how to judge a good evaluation report.

This Handbook follows the criteria and standards set out in the IUCN Evaluation Policy (French/Spanish) and operationalizes the policy in practical terms.

A Guide for the Planning and Conduct of IUCN Strategic Reviews

IUCN undertakes a regular cycle of Strategic Reviews, which focus on key issues and questions related to the performance of organizational units such as Regional Offices, Global Thematic Programmes or Commissions. The Guide for the Planning and Conduct of IUCN Strategic Reviews provides an overview of the expected steps in the review process, the standards to which they should be carried out, and provides tools, ideas and tips on the things "to do" or "not to forget". It also provides examples of data collection instruments (questionnaires and interview protocols) that have been used in past Reviews and can be adapted for future Reviews.

This main body of the Guide:

  • provides the definition of Strategic Reviews in IUCN;
  • clarifies their scope and purpose;
  • suggests the composition of the Strategic Review team, resources, and other general characteristics of this type of Review; and
  • describes the phases of a Strategic Review process, which include planning, data collection, data analysis, reporting and the implementation of recommendations.

The appendices include:

  • tools to assist with the planning stage of the Review, such as an example of an organizational assessment framework, and evaluation matrix;
  • tips for preparing the data collection instruments, implementing some of the most common data collection methods, and preparing presentations on findings; and
  • examples of questionnaires and other data collection instruments that can be adapted for future Reviews.