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Module Table 8: Guidance in the Use of Common Data Collection Methods for Self Assessments
8 Use a teleconference interview when:

? The target population is geographically dispersed.
? Teleconferencing equipment is in place.
9-12 December, 2013 ? You need rich description to understand client needs.
Use group techniques when:

? You believe that group synergy is necessary to uncover underlying feelings.
? You have access to a skilled facilitator and data recorder.
? You want to learn what the stakeholders want through the power of group observation
(one-way mirror or video).

Use document reviews when:
? The relevant documents exist and are accessible.
? You need a historical perspective on the issue.
? You are not familiar with the organization’s history.
? You need hard data on selected elements of the organization.

Source: Lusthaus and others 1999

4.3 Step 3. Set Priorities and Frequency of Monitoring and

Evaluation Priority setting is a key consideration in finalizing a self-assessment matrix. Given resource
and time constraints that are inherent in most national IEA processes, it will not be possible to

monitor and evaluate everything that is considered relevant. Therefore, indicators that are identified
for monitoring should be prioritized so that as resource constraints change, you can be assured that
critical indicators will be monitored.

In addition to identifying monitoring priorities, establishing the frequency of monitoring for each
indicator, and the person responsible for that stage will help to clarify the level of effort required.
Process indicators typically will need to be monitored throughout the national IEA cycle on a

frequency necessary for effective project management. Indicators for monitoring progress toward
the impact strategy, while requiring less regular and frequent monitoring, require monitoring for
several years after the national IEA report and other outputs have been disseminated. This is
because it often takes many years for new information to influence policies in ways that are visible
and attributable.

34 Monitoring, Evaluation and Learning for Improvement and Increased
Impact of the IEA Process