International Inc.
Providing Innovative Solutions to Development Issues


Monday July 20, 2015 at 8:15 AM EDT
Saturday July 25, 2015 at 1:00 PM EDT

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University of Ottawa
90 University Street
Room 140
Ottawa, ON K1N 1H3

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Government, UN system, Private Sector
Early Bird - $1550.

NGO/Consultant rate
Early Bird - $1295.

Full-time student
Proof of full time status required - $ 1095

Workshop fees include: registration, binder of workshop materials, coffee, tea and snacks. Your place in the workshop is guaranteed only once registration fees are received by Mosaic.


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Francoise Coupal, Director & Founder International


The Facilitators


Françoise Coupal is Director of International, a private consulting firm. Francoise is a certified evaluator having conducted dozens of evaluations for the Canadian Government, UN system and international NGOs.  She uses a mixed method approach to all her evaluations including participatory methods that uses the Most Significant Change, World Cafe and PRA methods.   She holds graduate degrees from John Hopkins University and an M.A. from Carleton University in International Development. Françoise has successfully championed  participatory evaluations in her work & in a variety of settings.

Helen Patterson

Helen Patterson is a partner at Mosaic. She is an organizational development consultant and with over 15 year experience in international development. She has worked with various organizations, including the World Bank, UNDP, CIDA, GTZ , OXFAM, World Vision as well as many local NGOs in Canada. She has lived and worked in Malawi, Madagascar, Costa Rica and Egypt. Helen has used her skills in RBM in a variety of themes and sectors (i.e. HIV/AIDS, poverty reduction, water, soil and waste management, community health, homelessness, leadership and capacity building etc.). She has carried out training in participatory methods for project planning, implementation, monitoring & evaluation with a wide variety of organizations and community groups. Helen holds a B.A. in Economics from McGill University & a M.S.c. in Agricultural Economics from the University of Wales and an organizational development from Concordia University.

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****Early Bird Prices in Effect****

Participatory Monitoring & Evaluation Workshop
with 2.5 day Community Practicum

July 20-25, 2015 
Held at the University of Ottawa

A Six-Day PM& E Workshop That Will Show You How To: 

  • RETHINK your own monitoring & evaluation strategies and approaches;
  • MASTER participatory PM & E tools for the workplace;
  • FACILITATE PM&E processes for your project, programme or organization;
  • DEVELOP monitoring and evaluation plans in a more participatory manner;
  • INTEGRATE qualitative and participatory methods into monitoring and evaluation

Monitoring and Evaluation is a vital management tool. Communities, organizations and funders need to know how effective their efforts have been. But, a key question being asked is "Who should make these judgments, and on what basis?". Too often, it is outside "experts" who are completing the report card primarily to fulfill an accountability function for the funding organization. 

Participatory monitoring and evaluation (PM&E) is a different approach involving a wide range of stakeholders such as local people, community organizations, NGOs, and development agencies deciding together about how to measure results and what actions should follow once this information has been collected and analyzed. PM&E can reveal valuable lessons and improve accountability for all stakeholders, not simply the funding organization. For local stakeholders, PM & E is an opportunity to build their own capacity to reflect and analyze their program's progress and the action that might be required to take corrective action. These are essential ingredients to helping stakeholders to establish, own and implement their own monitoring and evaluation systems.


Why You Should Attend
It is imperative that we begin to critically examine more conventional approaches to monitoring and evaluation that are too extractive and have limited use and benefit to stakeholders.  Too many times, conventional evaluations inadequately involve stakeholders  in reflecting, analyzing and acting on their own initiatives.  Development initiatives must be more responsive and accountable to local communities, organizations and Government. Involving local stakeholders in a more participatory monitoring and evaluation process is critical to building capacity, learning and action for informing their own decision-making and moving forward in ways that honors growth and constructive change. Development agencies, NGOs and intermediaries can take a leading role to spearhead such efforts and develop monitoring and evaluation systems that are more responsive.

Who Should Attend
This workshop is intended for: 

  • Project Managers & Officers who are responsible for the monitoring and evaluation of their programs, projects or organizations;
  • Directors and Program staff of Monitoring and Evaluation units;
  • Community leaders and workers with project responsibilities;
  • Decision-makers who are looking at new ways to redesign their own operations to make them more participatory and responsive to local needs;
  • Consultants called upon to provide technical expertise in the areas of PM&E;
  • Evaluators who want to expand & innovate their evaluation toolbox.

Workshop Agenda
This is an intensive six-day workshop set in the community to maximize learning, group interaction and networking. Sessions begin at 8:30 in the morning and run all day including some evenings, particularly Monday  & Thursday evening.  
Register early online at to reserve your place!

Day 1: Introduction to Participatory Monitoring and Evaluation (PM&E) 

  • Setting the context: the origins of participatory monitoring and evaluation
  • Key concepts related to participatory monitoring and evaluation
  • Participants design a PM&E framework for the workshop.
  • Collecting baseline data and defining indicators
  • Exploring the pioneers of Participatory Evaluation:  Guba and Lincoln, Michael Quinn Patton, Irene Guijit, Most Significant Change.
  • Who are the Question-makers in PM&E?
  • Skills and attributes of a PM&E facilitator
  • Day will finish with a social hour from 5:00pm - 6:30 pm 

Day 2: Learning the PM&E Tools

Participants will learn a wide range of tools that are essential to facilitating participatory monitoring and evaluation processes including:

  • semi-structured interviewing
  • formulating open vs. close-ended questions
  • Innovative methods like World Café & Most Significant Change, Appreciative Inquiry
  • community mapping
  • matrices, ranking and sorting
  • Venn diagrams;  fishes and boulders
  • impact drawings, testimonials, World Café
  • seasonal calendars, historical timeline
  • gender tools to be applied to a PM & E context and appreciative inquiry
  • the importance of triangulation.
  • day will end around 5:30 pm

Participants will have many opportunities to practice and hone their facilitation skills learning how to effectively deal with saboteurs and dominators.

Day 3: More PM&E Tools, Preparing for the Community Assignment

  • Participants will continue learning other PM&E tools.
  • Develop team strategy for community assignment.
  • Analyze team weaknesses and strengths.
  • Presentation of team strategies
  • Departure for community assignments with non-profit organizations in Ottawa working with the homeless, vulnerable women, youth and/or community health centres.
  • Team facilitates tool with Host Organization
  • Evening work with team

Day 4 & 5: Practice PM&E Assignments in the Community
Mosaic will organize two-day community assignments based on monitoring and evaluation needs and issues identified by the host organization. Project teams will work together intensively, practicing tools learned in the workshop and adapting them to real life situtaions. To date, workshop particpants have worked with community-based organisations on the following topics targeing youth, vulnerable women and men, the elderly, or the public:

  • The changing public perceptions of AIDS
  • Evaluate effectiveness of anonymous HIV testing campaign
  • Evaluation of a women's drop in centre
  • Feedback from service providers and users of a local health centre
  • Develop evaluation tools to evaluate an aboriginal cultural program 
  • Assessing the early discharge and lack of community care on seniors
  • Evening Work: Consolidating your team report.

Day 6: Group Reports, Building Your Action Plan & Evaluation

  • Presentation of team reports by each team
  • Preparing an action plan for when you return to your workplace
  • Evaluation and wrap-up for 2:00 pm.

How Will This Be Achieved
This is a practical, iterative and hands-on workshop. The format will vary between small group work and discussion, plenary, and practical community assignments to encourage the sharing of knowledge and application of participatory concepts and tools to real life situations. Participants will go out into the community on a daily basis to apply tools and to learn by doing. 

The community practice assignments will be in one of four different communities in and around Ottawa. Teams of participants will carry out a simulated participatory monitoring and evaluation assignment, defined by the host organization, and using tools learned in the workshop. Where appropriate, links will be made to existing community groups and their issues. Evening meetings and on-going team-building exercises will be part of this process.

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