applying the agile methodology to m&e data collection

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Applying the Agile Methodology to M&E data collection systems Alex Bertram ActivityInfo

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Page 1: Applying the Agile Methodology to M&E data collection

Applying the Agile Methodology to M&E data collection systems

Alex BertramActivityInfo

Page 2: Applying the Agile Methodology to M&E data collection

Presentation outline

1. What is “Agile”?2. Applying Agile to Monitoring & Evaluation3. Agile methodologies4. Agile M&E with ActivityInfo

Page 3: Applying the Agile Methodology to M&E data collection

What is “Agile” ?

Page 4: Applying the Agile Methodology to M&E data collection

agile /ˈæd͡ʒ.əl/adjectiveable to move quickly and easily

Page 5: Applying the Agile Methodology to M&E data collection

2001 - Agile Manifesto https://agilemanifesto.org/

Page 6: Applying the Agile Methodology to M&E data collection

2001 - Agile Manifesto

Individuals and interactions

Working Software

Stakeholder Collaboration

Responding to Change

over over over over

Processes and Tools

Comprehensive Documentation

Contract Negotiation

Following aPlan

4 Values

Page 7: Applying the Agile Methodology to M&E data collection

2001 - Agile Manifesto

12 Principles

Our highest priority is to satisfy the customer through early and continuous delivery of valuable software.

Welcome changing requirements, even late in development. Agile processes harness change for the customer's competitive advantage.

Deliver working software frequently, from a couple of weeks to a couple of months, with a preference to the shorter timescale.

Business people and developers must work together daily throughout the project.

Build projects around motivated individuals. Give them the environment and support they need, and trust them to get the job done.

The most efficient and effective method of conveying information to and within a development team is face-to-face conversation.

Working software is the primary measure of progress.

Agile processes promote sustainable development. The sponsors, developers, and users should be able to maintain a constant pace indefinitely

Continuous attention to technical excellence and good design enhances agility.

Simplicity--the art of maximizing the amount of work not done--is essential.

The best architectures, requirements, and designs emerge from self-organizing teams.

At regular intervals, the team reflects on how to become more effective, then tunes and adjusts its behavior accordingly

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12 Principles

Page 8: Applying the Agile Methodology to M&E data collection

2001 - 2021 Beyond software development

8

Page 9: Applying the Agile Methodology to M&E data collection

Logical Framework

M&E System Design

Build system

Training

Start data collection

Waterfall Model

Provide results

M&E EDITION

Page 10: Applying the Agile Methodology to M&E data collection

What can M&E learn from Agile?

● Value for stakeholders● Responding to change● Importance of teams

Page 11: Applying the Agile Methodology to M&E data collection

Value for stakeholders

Page 12: Applying the Agile Methodology to M&E data collection

2001 - Agile Manifesto

Individuals and interactions

Working Software

Stakeholder Collaboration

Responding to Change

over over over over

Processes and Tools

Comprehensive Documentation

Contract Negotiation

Following aPlan

4 Values

Page 13: Applying the Agile Methodology to M&E data collection

How does M&E provide “value” ?

Donor reporting Our organization will continue to have resources to support our beneficiaries.

Project status reports

Project managers can take early action to ensure an effective implementation

Program design can be adapted to better serve beneficiaries

Impact analysis

(In)validate assumption

Our Theory of Change can be updated and improved

Page 14: Applying the Agile Methodology to M&E data collection

2001 - Agile Manifesto

12 Principles

Our highest priority is to satisfy stakeholders through early and continuous delivery of valuable information.

Welcome changing requirements, even late in development. Agile processes harness change for the customer's competitive advantage.

Deliver useful information frequently, from a couple of weeks to a couple of months, with a preference to the shorter timescale.

Project managers and M&E staff must work together daily throughout the project.

Build projects around motivated individuals. Give them the environment and support they need, and trust them to get the job done.

The most efficient and effective method of conveying information to and within a development team is face-to-face conversation.

Working systems are the primary measure of progress.

Agile processes promote sustainable development. The sponsors, developers, and users should be able to maintain a constant pace indefinitely

Continuous attention to technical excellence and good design enhances agility.

Simplicity--the art of maximizing the amount of work not done--is essential.

The best architectures, requirements, and designs emerge from self-organizing teams.

At regular intervals, the team reflects on how to become more effective, then tunes and adjusts its behavior accordingly

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12 Principles M&E EDITION

Page 15: Applying the Agile Methodology to M&E data collection

12 Principles

Delivering value more frequently in M&E

● Set smaller goals, execute more frequently● Examples:

○ Implement monthly project reports with 3 key indicators○ Proactive donor updates every 2 months○ Conduct small impact surveys every 6 months○ Provide quarterly summary and analysis of all collected data

Page 16: Applying the Agile Methodology to M&E data collection

Data quality: Vicious Circles

M&E doesn’t provide value

Stake- holders ignore M&E

Data quality suffers

Page 17: Applying the Agile Methodology to M&E data collection

Data quality: Virtuous Circles

M&E starts providing a little value

Stake- holders

pay attention

Data quality

improves

Page 18: Applying the Agile Methodology to M&E data collection

Responding to change

Page 19: Applying the Agile Methodology to M&E data collection

Logical Framework

M&E System Design

Build system

Training

Start data collection

Waterfall Model

Provide results

M&E EDITION

Change related to uncertainty

Changing environment

Page 20: Applying the Agile Methodology to M&E data collection

Cone of Uncertainty

Time0

Un

cert

ain

ty

Initial Concept

Completed

400%

25%

RequirementsAnalysis

200%

50%

PilotVersion

125%

75%

Field Test

110%

90%

Source: Software Estimation, Steve McConnell

Page 21: Applying the Agile Methodology to M&E data collection

Source: https://scrumble.nl/blog/innovatie-strategie/agile-vs-waterval/

Page 22: Applying the Agile Methodology to M&E data collection

2001 - Agile Manifesto

Individuals and interactions

Working Software

Stakeholder Collaboration

Responding to Change

over over over over

Processes and Tools

Comprehensive Documentation

Contract Negotiation

Following aPlan

4 Values

Page 23: Applying the Agile Methodology to M&E data collection

2001 - Agile Manifesto

12 Principles

Our highest priority is to satisfy stakeholders through early and continuous delivery of valuable information.

Welcome changing requirements, even late in development. Agile processes harness change for the customer's competitive advantage.

Deliver useful information frequently, from a couple of weeks to a couple of months, with a preference to the shorter timescale.

Project managers and M&E staff must work together daily throughout the project.

Build projects around motivated individuals. Give them the environment and support they need, and trust them to get the job done.

The most efficient and effective method of conveying information to and within a development team is face-to-face conversation.

Working systems are the primary measure of progress.

Agile processes promote sustainable development. The sponsors, developers, and users should be able to maintain a constant pace indefinitely

Continuous attention to technical excellence enhances agility.

Simplicity--the art of maximizing the amount of work not done--is essential.

The best architectures, requirements, and designs emerge from self-organizing teams.

At regular intervals, the team reflects on how to become more effective, then tunes and adjusts its behavior accordingly

91 5

2

3

4

6

7

8

10

11

12

12 Principles M&E EDITION

Page 24: Applying the Agile Methodology to M&E data collection

Importance of teams

Page 25: Applying the Agile Methodology to M&E data collection

Agile vs bureaucratic team

Source: The Age of Agile, Stephen Denning

Page 26: Applying the Agile Methodology to M&E data collection

2001 - Agile Manifesto

12 Principles

Our highest priority is to satisfy stakeholders through early and continuous delivery of valuable information.

Welcome changing requirements, even late in development. Agile processes harness change for the customer's competitive advantage.

Deliver useful information frequently, from a couple of weeks to a couple of months, with a preference to the shorter timescale.

Project managers and M&E staff must work together daily throughout the project.

Build projects around motivated individuals. Give them the environment and support they need, and trust them to get the job done.

The most efficient and effective method of conveying information to and within a project team is face-to-face conversation.

Working systems are the primary measure of progress.

Agile processes promote sustainable work. The project team should be able to maintain a constant pace indefinitely

Continuous attention to technical excellence enhances agility.

Simplicity--the art of maximizing the amount of work not done--is essential.

The best M&E systems emerge from self-organizing teams.

At regular intervals, the team reflects on how to become more effective, then tunes and adjusts its behavior accordingly

91 5

2

3

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6

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12 Principles

M&E EDITION

Page 27: Applying the Agile Methodology to M&E data collection

Agile Methodologies

Page 28: Applying the Agile Methodology to M&E data collection

Agile methodologies

Source: https://www.wesquare.nl/scrum-vs-kanban-a-fair-comparison/

Page 29: Applying the Agile Methodology to M&E data collection

Source: https://edelalon.com/blog/2017/09/scrum/

Page 30: Applying the Agile Methodology to M&E data collection

Agile M&E with ActivityInfo

Page 31: Applying the Agile Methodology to M&E data collection

ActivityInfo: Quick introduction

● Relational database designed for M&E● Integrated mobile data collection app (Andr/iOS)● Fast, easy-to-use setup● Easy to change and adapt

Page 33: Applying the Agile Methodology to M&E data collection

Thank you!