Resilience-building programmes in social-ecological systems require monitoring and evaluation (M&E) that respond to the complexity of the context, program and intended outcomes and enable ongoing learning.
The “hybrid” framework for ongoing monitoring, evaluation, reporting and learning (MERL) in the RESILIM-O program combines the value of monitoring against indicators with reflective process monitoring and more open-ended processes for obtaining explanatory data and evaluative insights (Figure 1). Key design features include:
- A collaborative approach to MERL, where staff and MERL team members interact regularly around monitoring, evaluation, reflection and planning
- Innovations in reporting to increase its value for reflection and learning
- Regular meetings and shared learning events with a dedicated reflection component
- Collaborative, evaluative case studies for formative evaluation (rather than leaving evaluation to external experts at end of project)
- Working with standard M&E elements such as indicators, targets and logic models in non-standard ways – in particular, creating space for ongoing learning and refinement of these tools (Figure 2)
- An iterative approach to the design of the MERL system itself, recognising (as in Patton’s concept of Developmental Evaluation) that a program or organisation will need different things from its M&E framework at different times in its life.
A recent analysis (“Complexity-sensitive monitoring and evaluation in a coupled social-ecological system in Southern Africa: A hybrid methodology developed in AWARD’s RESILIM-O Program”) explores the ways in which our MERL system has enabled learning within RESILIM-O. This paper describes the formative phase of our MERL system, its features, implementation process, and outcomes related to learning. It analyses how the MERL system responds to complexity, and shares praxis-based insights useful for development programs in other complex social-ecological contexts. The results suggest that in addition to a responsive design, a successful MERL system requires a responsive disposition from implementers, funders and MERL team alike.
The valuable “innovation space” created for MERL within RESILIM-O approach has potential to inform work elsewhere. Our MERL approach continues to attract interest from natural resource management professionals and researchers working in other parts of the country. In 2018, AWARD was instrumental in initiating a Monitoring & Evaluation working group within SAPECS (South African Programme on Ecosystem Change and Society), a regional network of social-ecological systems researchers and practitioners.
The purposes of MERL in RESILIM-O:
- Accountability – to USAID, management and partners
- Communication – success stories and areas that need attention
- Strategy and management – which projects should continue, change, or stop
- Internal learning – guide internal strategy and build the capacity of implementers
- External learning – guide development partners and build the field