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1、IFAD’s Approach to Project Evaluation,Presentation at SHIPDET, 5 May 2015,國際農業(yè)發(fā)展基金的項目評價方法上海國際發(fā)展評價培訓春季班,2015年5月5日,Contents 綱要,Background on IFAD’s Independent Office of Evaluation (IOE)Some thoughts on why independent e

2、valuation is usefulExperiences in planning and conducting evaluationsUse of project evaluationsIOE’s evaluation products,國際農發(fā)基金獨立評價辦公室(IOE)背景介紹對獨立評價作用的認識評價的計劃與實施經驗項目評價的用途IOE的評價產品,2,INDEPENDENT OFFICE OF EVALUA

3、TION OF IFAD (IOE) 國際農發(fā)基金的獨立評價辦公室,Introduction 背景介紹,3,Background on IFAD 國際農發(fā)基金概況,IFAD = International Fund for Agricultural DevelopmentSpecialised UN Agency, operating as an international financial institutionloans t

4、o governments for agricultural investment projectsSmaller grant programme to a wider variety of actors for research, innovation and capacity buildingIFAD started operations in 1978. Since then, approved operations for

5、 US$ 16 billion (November 2014),IFAD = 國際農業(yè)發(fā)展基金專門化的聯合國機構,按照國際金融機構的方式運作貸款—各國政府的農業(yè)投資項目小額贈款--致力于研究、創(chuàng)新和能力建設的各類機構IFAD從1978年開始運營。截至2014年11月,批準的項目金額達160億美元。,4,Independent Office of Evaluation of IFAD國際農發(fā)基金獨立評價辦公室,Re

6、sponsibility of the Independent Office of Evaluation (IOE)Special division of IFAD; does not report to IFAD’s ManagementReports to the Executive Board of IFAD (representative of Member States)Evaluation Policy 2003 an

7、d 2011Two main principles: accountability and learning,獨立評價辦公室(IOE)的職責IFAD的特設部門,不向IFAD的管理層匯報向IFAD的執(zhí)行董事會報告(執(zhí)董會由推選的成員國代表組成)評價政策2003與2011版兩條主要原則:問責與學習,5,Types of Evaluations 評價類別,Corporate-level EvaluationsCountry

8、 Programme EvaluationsProject EvaluationsEvaluation Synthesis ReportsImpact Evaluations Annual Report on Results and Impact of IFAD Operations (ARRI),機構層面的評價國別項目評價項目評價評價綜合報告影響評價年度結果與影響報告,6,WHY INDEPENDENT E

9、VALUATION?為什么要做獨立評價?,Some general considerations 一般性問題,7,Accountability and Learning in IFADIFAD的問責與學習,8,Independent Evaluation 獨立評價,獨立評價對績效進行客觀透明的評判有助于營運知識的創(chuàng)造與傳播能盡早獲得關于營運情況的評價結論與經驗教訓,有助于改進決策重點關注與發(fā)展效果有實質性關聯的話題和

10、問題與各種利益相關者密切合作的同時,保持IOE的獨立公正性遵循職業(yè)標準使用來自于利益相關者的反饋為創(chuàng)新和學習提供外部視角將管理的重心從關注投入轉移到關注結果,Independent EvaluationJudges performance in an objective and transparent wayContributes to operational knowledge creation or diss

11、eminationDelivers operations evaluation findings and lessons early enough to inform decision makingFocuses on topics and issues that have substantial relevance to development effectiveness.Engages with diverse stakeho

12、lders while maintaining its integrity Adheres to professional standardsUses feedback from stakeholdersProvides an external perspectives for innovation and learningShifts management focus from inputs to results(Based

13、 on Bob Picciotto, 2013. Evaluation Independence in Organizations; Journal of Multi Disciplinary Evaluation Volume 9, Issue 20),9,Exercise 練習,What are the differences between “independent evaluation” and “self evaluation

14、”?What are the advantages and disadvantages for each of the two types of evaluations?,“獨立評價”與“自評價”的區(qū)別是什么?兩種評價各自的優(yōu)缺點是什么?,10,Independent & Self-Evaluation 獨立評價與自評價,,11,PLANNING AND CONDUCTING EVALUATIONS評價的設計與實施,S

15、ome experiences and tips 經驗與技巧,12,IOE’s Evaluation Process獨立評價辦公室的評價流程,Selection of cases & themesApproach paper Desk reviewData collection in the fieldDebriefing Draft report & peer reviewComments by Gov

16、ernment & IFAD Management Feedback to StakeholdersManagement responseAgreement at completion pointFinal reportCommunication products,選擇案例和主題方法文件案頭審查實地數據采集任務報告起草報告和同行評議政府和IFAD管理層進行評論反饋給利益相關者管理層的反饋評價完成時達成

17、協定評價報告終稿宣傳材料,13,Planning an Evaluation 評價的計劃,14,Evaluation Criteria 評價標準,RelevanceEffectivenessEfficiencyImpactSustainabilityGender equality and women’s empowermentNatural resources and climate changeInnovati

18、on and Scaling-upBorrower performance (Government)Lender performance (IFAD),相關性效果效率影響可持續(xù)性性別平等和婦女賦權自然資源和氣候變化創(chuàng)新與規(guī)模擴大借款人的績效(政府)貸款人的績效(IFAD),15,Exercise 練習,Which evaluation criteria are you familiar with?Please

19、 identify a few evaluation questions to assess those criteria.,你對哪種評價標準比較熟悉?請列出幾個評價問題來對那些評價標準進行評估?,16,Evaluation Framework 評價框架體系,17,Data Collection Methods 數據收集方法,18,Exercise 練習,Which data collection methods are yo

20、u familiar with? List as many as you can!Which methods are best suited for the following evaluations:Evaluating the impact of drinking water systems in 50 villagesEvaluating the efficiency of small scale wind power pr

21、ojects in two provincesEvaluating the effectiveness of training for accountants,你對哪種數據收集方法比較熟悉?請盡可能多地列舉。下列評價最適用哪種數據收集方法:對50個村莊的飲用水供水系統的影響進行評價對兩個省的小型風電項目的效能進行評價對會計從業(yè)人員培訓的效果進行評價,19,Rating System 評級體系,,20,Report Outl

22、ine 評價報告的提綱,Executive summaryManagement responseEvaluation objectives, methodology and process The projectProject contextProject implementationMain evaluation findingsRural poverty impactCore criteriaOther perf

23、ormance criteria Overall project achievementPerformance of partners ConclusionsRecommendations,摘要管理層的反饋意見評價的目的、方法與流程項目項目背景項目實施評價的主要發(fā)現對農村貧困率的影響核心標準其它績效標準項目的總體成績合作伙伴的績效結論建議,21,COMMUNICATION AND USE OF EVAL

24、UATIONS IN IFAD評價在IFAD的交流與使用,After the evaluation 評價完成之后,22,Use of Project Evaluations 項目評價的用途,23,Evaluation reports評價報告,Main Evaluation Products 主要的評價產品,Other publications其它出版物,24,Videos 視頻,Innovative Evaluation Pr

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