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GWP Regional Days Meeting

Monitoring and Reporting

Port of Spain 23 June, 2014

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Objectives of GWP reporting• To monitor implementation of the overall GWP Work

Programme

• To strengthen organisational planning and programme design

• To identify and better understand the plausible linkages between GWP’s work and the desired outcomes across an attribution gap

• To promote GWP’s achievements

• To demonstrate value for money to funding partners

Reporting cycle

GW

PO

4 Quarterly financial reports (progress update tab)

Primary purpose: - Monitoring of financial expenditure and

project progress

Type of narrative information:- Critical assessment of project progress

in the context of expenditure

1 Annual report

Primary purpose: - Annual progress review

Type of narrative information:- Assessment of implementation of planned

activities- Logframe indicators status- Progress markers status- Management & Governance performance

self assessment

12 Monthly reports

Primary purpose: - To capture GWP activities, outputs and

results Type of narrative information:- News items + monitoring table

Monthly reports

Component Primary purpose Global use

Communication report

To capture GWP regional news and record GWP activities, outputs and outcomes

• Production of NewsFlow• Material for GWP in Action• Monitoring and evaluation

Monitoring table

To record GWP activities, outputs and outcomes

• Statistical compilation of GWP’s work

• Identification of water governance outcomes

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Monitoring table

  Operational details associated with information items External influence Reported items number & Headline1

Core / project / demo project2

Location3 Thematic area4

Implementing partners5

Type of related Activity or Output6

Public References & Media7

Boundary actors targeted8

Outcome(s) targeted9

1. Headline 

    Select   Select      

2. Headline 

    Select   Select      

Quarterly reports

Component Primary purpose Global use

Financial report Account of expenditures against budget

• Monitoring use of funds• Approval of financial

disbursements• Project budget reallocation• Audit• Annual Financial Report

Progress update tab*

To criticallly assess project progress in the context of expenditure

• Evaluation of project progress• Project budget reallocation

*Note: Only requested for individual projects

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Progress update tab

Project 1 Project 2 All projects Project 1 Project 2

GWP [RWP]Q2 Forecast

ExpendituresQ2 Actual

Expenditures

Status 2014 Q2 Expenditures (Forecast to

Actual)

Q2 Forecast Expenditures

Q2 Actual Expenditures

Status 2014 Q2 Expenditures (Forecast to

Actual)

Progress 2014 Q2Brief explanation of achievements as compared to plans by individual Outcome Challenge/Work Package.

Note: Relevant information previously submitted through the monthly reporting process can simply be referenced rather than repeated

% Expenditure rate

(Accumulated expenditures 2014

/Approved budget 2014)

% Expenditure rate

(Accumulated expenditures 2014

/Approved budget 2014)

Goal 1 – Promote water as a key part of sustainable national development

Outcome Challenge/ Work Package 1 60 000 0 Under Budget! 0 0 On Track 31% n/a

Outcome Challenge/ Work Package 2 5 000 0 Under Budget! 6 000 0 Under Budget! 0% 35%

Outcome Challenge/ Work Package 3 10 000 0 Under Budget! 14 000 0 Under Budget! 0% 0%

Outcome Challenge/ Work Package 4 0 0 On Track 2 000 0 Under Budget! 0% 0%

Outcome Challenge/ Work Package 5 2 000 0 Under Budget! 5 000 0 Under Budget! 0% 28%

Goal 2 – Address critical development challenges

Outcome Challenge/ Work Package 6 4 000 0 Under Budget! 10 000 0 Under Budget! 6% 40%

Outcome Challenge/ Work Package 7 12 000 0 Under Budget! 8 000 0 Under Budget! 50% 10%

Goal 3 – Reinforce knowledge sharing and communications

Outcome Challenge/ Work Package 8 0 0 On Track 2 000 0 Under Budget! n/a 30%

Running costs 11 000 0 Under Budget! 9 000 0 Under Budget! 20% 25%

Critical assessment of overall achievements as compared to plans including lessons learned and implications for the remainder of the project

Annual reportComponent Primary purpose Global use

Assessment of implementation of planned activities

To critically assess achievements as compared to plans for the year

• Annual evaluation of progress• Reporting to Funding Partners/

Steering Committee• Identification of water governance

outcomes

Logframe indicators status

To measure progress towards logframe targets

• Annual evaluation of progress• Reporting to Funding Partners/

Steering Committee

Progress markers status

To measure progress towards outcome challenges

• Annual evaluation of progress• Reporting to Funding Partners/

Steering Committee• Identification of water governance

outcomes• Statistical compilation of GWP’s work

Management & Governance performance self assessment

To evaluate the management and governance performance of RWPs

• Overview of organisational challenges and needs at regional level

Reporting requirements for projects• Mainstreamed within the overall GWP Programme Management

• Best achieved through close coordination between the reporting of core and project specific activities

• Only exception is for the Quarterly progress update (currently requested on a project basis)

Core activitiesMonthly reports

Quarterly reports

Annual report

FinancialProject specific

activities

Narrative

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ANY QUESTIONS?

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Progress review 2014 & Work Plan 2015 - Templates

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Request A: M&E templates• TEMPLATE M&E 1: Annual Progress Markers Status

• TEMPLATE M&E 2: Annual GWP Logframe Indicators Status

• TEMPLATE M&E 3: Summary assessment of implementation of planned activities incl. an overall critical assessment

• TEMPLATE M&E 4: Management & Governance Performance Self-Assessment

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Request B: Work Plan templates

• TEMPLATE WPB 1: Context and Workplan Summary

• TEMPLATE WPB 2: Detailed Workplan

• TEMPLATE WPB 3: Detailed Budget

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Deadline

15 October 2014