DoView M&E planning template

The template

The DoView M&E planning template is a DoView file which is used as a fast and standardised way of building a monitoring and evaluation plan. It is based on the Duignan Standard M&E Planning Template. It can be used for planning monitoring and/or evaluation of any intervention which is focused on any topic in any sector. Once you learn how to use the template you can develop monitoring and evaluation plans in a fraction of the time it takes to develop and wordsmith traditional M&E plans. 

Reuse your monitoring & evaluation plan to oversee M&E implementation

The concept is that you can also use your DoView M&E Plan to oversee the implementation of your monitoring and evaluation work. This is a more efficient approach because M&E Plans, once they have been used to approve funding of your M&E work, are often put away in a bottom draw. A new set of documentation is then has to be prepared to control the implementation of your monitoring and evaluation. Just continuing to use, and modify, your DoView M&E Plan is a much more efficient approach. 

 The plan is developed using a 6 step process


A generic, customizable approach

The methodology that is used in the Duignan Standard M&E Planning Template (Duignan, 2008) is a generic one that can accomodate any type of evaluation approach. As a consequence, you can vary any aspect of the evaluation that you wish around the following aspects of evaluation: evaluation approach; purposes; methods; types of analysis; and, designs (Duignan, 2003).  

You can either use an outcomes model in the form of a Duignan Multi-Layered Outcomes Model/Theory of Change or you can use any other type of model you prefer (e.g. another theory of change format, a logic model, a results chain, a strategy map). 

Evaluation approaches that can be used with the DoView M&E Template

The evaluation approaches that can be used with the DoView M&E Template are: utilization-focused evaluation; empowerment evaluation; stakeholder evaluation; goal-free evaluation; naturalistic, constructivist or fourth-generation evaluation; theory-based evaluation; Kaupapa Maori and other indigenous approaches to evaluation; Positivist (RCT and quasi-experimental evaluation); strategic evaluation. 

Evaluation purposes considered in the DoView M&E Template

A. Implementation (developmental & formative) evaluation

Implementation evaluation in the form of developmental evaluation focuses on early thinking, planning and scoping of an intervention. Formative evaluation focuses on ensuring that a program is well implemented. Building a visual outcomes model is a useful part of formative evaluation.  

B. Process  evaluation

Process evaluation is evaluation directed as describing what happens in the course and context of a program. It is important for interpreting other types of evaluation e.g. impact evaluation. It is also important for replicating a program in the future. A visual outcomes model can be used to describe what is happening in a program. If it has already been developed as part of program planning or implementation evaluation, it can be marked up or amended to reflect exactly what happened in a program. 

C. Impact evaluation 

Impact evaluation focuses on whether an intervention has had an impact on high-level outcomes which can be attributed to the intervention itself rather than to other factors. There are seven impact evaluation designs. 

When using the DoView M&E Plan Template, each of these is assessed for its: appropriateness, feasibility, affordability and credibility. Read information on how to do this.

D. Economic evaluation 

Looks at the monetary costs and benefits of an intervention.  

E. Summative evaluation

Summative evaluation is the attempt to provide and overall judgment as to whether a program was a ‘success’ or not. 

Evaluation methods and types of analysis considered in the template

The following evaluation methods and types of analysis are considered in the DoView M&E Template. Most of these can be used in all of the evaluation purposes set out above.

Statkeholder consultation.Literature review.Building an outcomes model (used for planning and describing an intervention; showing which indicators are being measured; the level at which evaluation questions are being struck’ and which aspects of the intervention are being considered for economic evaluation).
Pretesting and piloting.
Analyzing planning and implementation documentation.
Indicator collection and analysis.
Interviewing those involved in planning and implemention face-to-face or phone/skype, individual or group.
Paper or web questionnaire.
Workshoping/focus groups (more interactive than group interviews).

Types of analysis
Case study.
Expert assessment.
Statistical analysis.
Qualitiative analysis of what people said, did and of documentation.
Economic analysis.

Impact evaluation designs considered in the template

The following impact evaluation designs are considered in the template. Each one is assessed for its appropriateness, feasibility, affordability and credibility using the Duignan Impact Evaluation Feasibility Assessment.


How to get started

Simple download a trial copy of DoView software, then download the template and get under way. Instructions are set out in the template in blue text, delete the pages of blue text from the final plan and delete any blue text on other pages. You can use the pages that had blue writing on them as additional pages if you need to write more.


Duignan, P. (2008). Encouraging better evaluation design and use through a standardized approach to evaluation planning and implementation. 8th European Evaluation Society Conference. Lisbon, October 2008. 

Duignan, P. (2008). Optimizing value for stakeholders: Helping stakeholders make evaluation design decisions through the Easy Outcomes approach to visual evaluation planning. Australiasian Evaluation Society Conference 2008, Perth, 10 September 2008.

Duignan, P. (2003). Approaches and terminology in programme and policy evaluation. In Lunt, N., Davidson, C. & K. McKegg  pp. 77-90. Evaluating policy and practice. Auckland: Pearson Prentice Hall.

Duignan, P. (1997). Evaluating health promotion: The Strategic Evaluation Framework. PhD Dissertation, Department of Psychology, University of Waitako, Hamilton, New Zealand.

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