Southern Hemisphere: Planning M&E Course

Southern Hemisphere is providing a course  in Planning, Monitoring and Evaluation for Development Projects. This course aims to equip practitioners, project partners and external evaluators with the knowledge and expertise required to conduct project planning, monitoring, evaluation and reporting. This skill is critical to any organisation or government department involved in development projects and programs. Our course is based on the Logical Framework Approach. We conduct our training using a workshop approach and include a high level of participant engagement. A case study methodology is used throughout the course to give participants the opportunity to apply key concepts in a practical manner.

Objectives and methodology


Having completed the course, participants will be able to:

  •  Produce a stakeholder analysis, a problem analysis and an objective analysis using the Logical Framework Approach
  •  Identify outputs, activities and inputs
  • Identify and develop “SMART” objectives and indicators
  • Identify and develop project risk factors and assumptions
  • Develop a plan of action
  • Develop a monitoring and evaluation plan
  • Indicate when an evaluation should take place and by whom (participatory evaluation)
  • Identify appropriate qualitative and quantitative data collection techniques
  • Identify the elements of a monitoring and evaluation framework and system
  • Construct an evaluation report
  • Design terms of reference for an evaluation

Course Outline

  •  Purpose and benefits of planning, monitoring and evaluation
  • The project cycle
  • Introduction to the Logical Framework Approach (LFA)
  • 7 steps of the LFA
  • Stakeholder analysis
  • Problem analysis
  • Objectives analysis
  • Alternatives analysis
  • Identification of indicators and means of verification
  • Identification of assumptions and risks
  • Setting baselines and targets
  • Theory of Change
  • How to produce a plan of action
  • Key concepts and approaches in evaluations (including effectiveness, efficiency, impact, relevance and sustainability)
  • Research, data analysis techniques and reporting
  • Developing a M&E system
  • Developing terms of reference and responding to proposals

Target Audience

Development practitioners, project leaders and decision makers responsible for designing, implementing, monitoring or evaluating development projects.


We have a team of experienced trainers and consultants including Nana Davies, Dena Lomofsky, Cathy Chames, Andries Mangokwana, Tracey Phillips and Wilma Wessels- Ziervogel.

Click here for more information .