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Equitable Evaluation: Voices from the Global South

Steven Masvaure, Takunda J. Chirau, Tebogo Fish, Candice Morkel (eds.).

Cape Town: AOSIS Books (2023), xxxii, 282 pp.

"[...] Equitable evaluation contends that conducting evaluation practices with an equity approach is more powerful, as evaluation is used as a tool for advancing equity. It emphasises that context, culture, history and beliefs shape the nature of evaluations, specifically in the diverse and often co ... mplex African reality. Equitable evaluation can render power to the powerless, offer a voice to the silenced and give presence to those treated as invisible. Evidence from various sources shows that inequality is prevalent in the African continent, hence the need to focus on evaluative solutions that address the structural issues that contribute to the different forms of inequality, such as economic, political and social inequality. Despite a plethora of development interventions in the African continent, a large proportion of the population on the continent still lacks access to basic goods and services for survival. The effectiveness of developmental programmes in sub-Saharan Africa has been uncertain, to the extent that minimal inroads have been made in addressing key challenges such as poverty, inequality and, currently, the effects of climate change. The Centre for Learning on Evaluation and Results, Anglophone Africa, supported by the Ford Foundation, commissioned two volumes on equitable evaluation in the Global South. The book chapters explore the following: 1. It takes stock of what we know about inequality: What is inequality in the African context, and how does it affect the lives of the citizens of African countries? 2. What is equitable evaluation? How can the concept of equitable evaluation be adopted in evaluation practice? 3. What lessons can be learnt from evaluations of interventions that address inequality at various levels (sectoral, programmatic, project)? 4. What epistemological transformation in evaluation practice is needed to achieve an equitable society? 5. How have issues of inequality manifested within evaluation practice through organisations, institutions and international development? This book is the first of two volumes of voices from the Global South on equitable evaluation. The predominant methodology utilised is qualitative in nature. This scholarly book aims to invigorate academic discussions surrounding development programmes, with the goal of generating insights that can be utilised by evaluation commissioners and decision-makers in development programmes. These insights will help in addressing inequality and promoting a more equitable society in Africa through improved evaluation processes. The target audience for this book is primarily academics engaged in the field of developmental programmes in sub-Saharan Africa. No part of this work was plagiarised or published elsewhere." (Research justification, page v) more

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Inclusive Evaluations: Guidance Note for Evaluators

Vienna: United Nations Office on Drugs and Crime (UNODC) (2023), iv, 29 pp.

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How to conduct an online participatory evaluation workshop: Harvesting outcomes

Barbara Klugman

Manchester: Women in Informal Employment: Globalizing and Organizing (WIEGO) (2022), 30 pp.

"This Tool 7 is an online version of Tool 5 of the WIEGO MLE Toolkit: How to conduct a participatory workshop: harvesting outcomes. That tool discusses the rationale and gives illustrative examples of running a participatory OH workshop, and these are not repeated here. Please read them first. Tool ... more

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White Paper on Co-Evaluation of Citizen Social Science

Barbara Kieslinger, Katja Mayer, Teresa Schaefer, Stefanie Schuerz

CoAct project; Zenodo (2022), 25 pp.

"This publication is based on the experiences collected over the course of 30 months while implementing participatory evaluation practices in the European funded research project CoAct. This citizen social science project's primary goal was to address social concerns such as youth employment, mental ... more

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Sowing & Harvesting: Participatory Evaluation Handbook

Esteban Tapella, Pablo Rodríguez Bilella, Juan Carlos Sanz, Jorge Chavez-Tafur, Julia Espinosa Fajardo

Bonn: German Institute for Development Evaluation (DEval) (2022), 218 pp.

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How to conduct an online participatory outcomes evaluation workshop: Analysis and strategic learning

Barbara Klugman

Manchester: Women in Informal Employment: Globalizing and Organizing (WIEGO) (2022), 40 pp.

"This tool is on how to categorize and analyse outcomes already harvested with informal workers in an online workshop using Tool 7, and how to use this analysis to discuss achievements, challenges, and strategy with the same participants. Tool 7 took you through how to support participants in a work ... more

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How to conduct a participatory outcomes evaluation workshop: Analysis and strategic learning

Barbara Klugman

Manchester: Women in Informal Employment: Globalizing and Organizing (WIEGO) (2022), 19 pp.

"This tool is on how to categorize, analyse and interpret outcomes already harvested using Tool 5, in a workshop setting. Tool 5 takes you through how to support participants in a workshop to harvest: WIEGO outcomes – that is changes made by informal workers, Nets or MBOs1 that WIEGO has influence ... more

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How to conduct a participatory evaluation workshop: Harvesting outcomes

Barbara Klugman

Manchester: Women in Informal Employment: Globalizing and Organizing (WIEGO) (2022), 20 pp.

"A great way to find out if WIEGO’s interventions – trainings or other kinds of supports to Nets and MBOs – have worked well, or if people have used our tools and materials, is to engage them in a follow-up evaluation workshop. This Tool 5 takes you through the process of supporting participan ... more

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How to harvest outcomes you notice in your day-to-day work

Barbara Klugman

Manchester: Women in Informal Employment: Globalizing and Organizing (WIEGO) (2022), 6 pp.

"In your day to day work you notice changes that others are making, influenced by WIEGO. How do you capture these to support WIEGO’s learning? This tool provides an explanation of what to look for, and a template for documenting outcomes, why they matter (their significance) and how WIEGO or WIEGO ... more

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Siembra y cosecha. Manual de evaluación participativa

Esteban Tapella, Pablo Rodríguez, Juan Carlos Sanz et al.

Bonn: Instituto Alemán de Evaluación de la Cooperación para el Desarrollo (DEval) (2021), 224 pp.

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Process Tracing as a Practical Evaluation Method: Comparative Learning from Six Evaluations

Alix Wadeson, Bernardo Monzani, Tom Aston

[authors] (2020), 31 pp.

"This paper presents comparative learning from the evaluation of six international development initiatives that applied various forms of Process Tracing. While these initiatives span across diverse contexts and pursued different aims, they are connected by a common thread: all six case studies centr ... more

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CEDIL Guidelines on Impact Evaluation that are Sensitive to Disability

Centre of Excellence for Development Impact and Learning (CEDIL) (2020), 5 pp.

"These are simple recommendations on the inclusion of data on disability for researchers conducting evidence syntheses and primary studies." (Page 1)

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Participatory M&E

Alison Napier, Nigel Simister, Nandita Jain

INTRAC (2020), 7 pp.

"Participatory M&E is about engaging different stakeholders, especially targeted beneficiaries, in monitoring and evaluation processes. It is done to generate better M&E information and/or to empower stakeholders. It is facilitated through two main approaches. The first is a set of tools and methods ... more

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Approaches for Diverse, Equitable, and Inclusive Evaluation

Bellwether Education Partners (2020), 5 pp.

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El buen-convivir y bien-transformar en la comunicación: Sistematización de prácticas innovadoras para el Buen Vivir

Adalid Contreras

Quito: Signis América Latina y Caribe (2019), 204 pp.

"Hemos estructurado el documento en tres grandes partes. La primera es una lectura del Vivir Bien / Buen Vivir desde las prácticas de las experiencias sistematizadas. Es un esfuerzo por conceptualizar la Comunicación para el Vivir Bien / Buen Vivir desde las prácticas vividas. Siguiendo las narra ... more

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Managing Outcomes: A Practitioner's Manual for Analysis, Planning, Monitoring and Self-Evaluation Based on Outcome Mapping
Key Guides

Christian Kuijstermans et al.

Köln: Arbeitsgemeinschaft für Entwicklungshilfe (AGEH) (2019), 110 pp.

"Managing Outcomes is its generous contribution to our community, building on over ten years of experience with Outcome Mapping (OM). AGEH have taken the tools and principles of Outcome Mapping and adapted them to their institutional context, using the elements that work best for them, and offering ... more

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Guía de Evaluación con Participación

San José: Ministerio de Planificación Nacional y Política Económica (2019), 61 pp.

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Leaving a Footprint: Stories of Evaluation That Made a Difference

Pablo Rodríguez Bilella, Esteban Tapella

San Juan (AR): Editorial de la Universidad Nacional de San Juan (UNSJ) (2018), 186 pp.

"The evaluation stories revealed in the project illustrate the value of a positive approach. They emphasize the evidence of what works and/or might work and is worthy of being continued, enlarged or modified. This can be contrasted with evaluations that are focused mainly on the technical problems a ... nd deficiencies present in most interventions. This type of approach has been shown to be highly relevant in getting beyond defensive and suspicious attitudes, and instead promoting a constructive focus on possible solutions. For example, the evaluation of the initiative Strengthening the Abilities of Indigenous Women to Set up and Have a Bearing on the Implementation of Public Policies (Colombia) validated many of the approaches adopted, and indicated the potential that could be developed by having an additional training to the objectives outlined originally in the project. In addition to that, in evaluations with a positive approach, evaluators usually develop a close relationship with the actors of the intervention, understanding them and supporting them. The evaluators' task in these cases is not limited to indicating what to be modified. Many times local actors regard this as evaluators demonstrating ‘commitment’ to the project and its future. Participation of the actors in the collection and use of the evaluation data is a powerful way of including users and beneficiaries. This allows participants to get involved and understand the data better. An evaluation characterised by a collaborative approach leads participants to take responsibility for the evaluation and then for the change and transformation that follows. In this way, active participation in the evaluation process helps to develop better understanding of evaluation and contributes to commitment and use. This is illustrated by the participatory evaluation in Costa Rica, in which regional technical teams were involved and deeply interested in getting to know how the evaluated program worked in their area. In contrast, the higher authorities limited their participation to approving the evaluation. In this way, recommendations at regional and local levels were applied soon after the evaluation finished, whereas general recommendations —dependent upon the higher authorities— have not yet been applied." (Introduction, page 21-22) more

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Spuren hinterlassen: Evaluierungen, die einen Unterschied machen

Pablo Rodríguez Bilella, Esteban Tapella

San Juan: Editorial Universidad Nacional de San Juan (UNSJ) (2018), 186 pp.

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Dejar huella: Historias de evaluaciones que marcaron la diferencia

Esteban Tapella

San Juan (AR): Editorial Universidad Nacional de San Juan (UNSJ) (2018), 188 pp.

Managing Outcomes: A Practitioner's Manual for Analysis, Planning, Monitoring and Self-Evaluation Based on Outcome Mapping Key Guides

Managing Outcomes: A Practitioner's Manual for Analysis, Planning, Monitoring and Self-Evaluation Based on Outcome Mapping
Key Guides