A Profile of the
Communtity-Based Monitoring Systems
of Three Rural Development Projects in Zambia

National Parks and Wildlife Services ADMADE Program
CARE Livingstone Food Security Project
CLUSA Rural Group Business Program

by Andy Lyons
USAID/Zambia
November 1998


Executive Summary

Monitoring is an essential element of virtually all rural development projects. Information from monitoring activities is needed for planning purposes, daily management, assessing impact, education, and evaluating the conceptual framework, among others. Projects which function through community based organizations have an additional need to integrate community participation in the monitoring system.

This paper presents a case study of the monitoring systems of three community based rural development projects funded by USAID/Zambia. The CARE Livingstone Food Security Project, CLUSA Rural Group Business Program, and the National Parks and Wildlife Services (NPWS) Administrative Management Design (ADMADE) program each strive to meet project information needs through training and development of community based monitoring. For each project reviewed, the rationale behind the monitoring system is explored and data flow is mapped out. Differences and similarities are explored, and new techniques are proposed for assessing the value and performance of monitoring. Developing case studies such as these will add to the body of knowledge on monitoring and help develop systems which maximize the benefits of community participation in monitoring.


Table of Contents

Acronymsii
Acknowledgementsii
Project Locationsiii
Executive Summary1
Introduction1
Working Definition of 'Monitoring'2
ADMADE3
Project Overview
3
Monitoring Goals
3
Monitoring Strategies
4
Information Flow
4
Bibliography
5
CARE Livingstone Food Security Project14
Project Overview
14
Monitoring Goals
15
Information Flow
15
Monitoring Strategies
16
Bibliography
17
CLUSA Rural Group Business Program23
Project Overview
23
Monitoring Goals
23
Monitoring Strategies
23
Information Flow
24
Bibliography
25
Discussion37
Lessons Learned
37
Innovation and Evolution
37
Documentation and Monitoring-the-Monitoring
38
Strategies for Integrating Community Participation
38
Upwards Data Flow
39
Standardization
39
Monitoring and USAID/Zambia's Strategic Objective One
40
Evaluating an investment in monitoring
42
Synergies
43
Recommendations for Additional Work44
Appendix I - Monitoring Bibliography46
Appendix II - Cross-Pollination Matrix47
Appendix III - The "Spider Model" Self-Assessment Tool for CBOs48
Appendix IV - A Self-Evaluation Tool for Monitoring54
Appendix V - Impact Monitoring Data for USAID/Zambia Strategic Objective One60

Table of Figures

Figure 1 - ADMADE Organization6
Figure 2 - ADMADE Information Flow7
Figure 3 - ADMADE Anti-Poaching Field Patrol Data Form8
Figure 4 - ADMADE Safari Hunting Data Sheet10
Figure 5 - ADMADE Sustainability Evaluation Form12
Figure 6 - LFSP Organization18
Figure 7 - LFSP Seed Scheme - Distribution19
Figure 8 - LFSP Seed Scheme - Repayment20
Figure 9 - Information flow in LFSP21
Figure 10 - Sample Page from LFSP Community Self Monitoring Ledger22
Figure 11 - CLUSA Outgrower Program26
Figure 12 - Information Flow in CLUSA RGBP27
Figure 13 - Sample Profit and Loss Statement28
Figure 14 - Business Review Report29
Figure 15 - Sample Page from Lessons Learnt Section of CLUSA Facilitator Handbook33
Figure 16 - Sample CLUSA Facilitator Monthly Program Report34
Figure 17 - Depot Committee Checklist and Quality Assessment Form36
Figure 18 - Graphic Presentation of Spider Model CBO Assessment52
Figure 19 - USAID/Zambia Agriculture Development Office Results Framework: Strategic Objective, Intermediate Results, and Sub-Intermediate Results60

Download Full Report

The full report, complete with figures and sample monitoring materials, can be downloaded below as a PDF file. Please note this PDF file is only compatible with Acrobat Reader 3.x or later, it won't open under Reader 2.x. If you have no clue what PDF or Acrobat Reader is, read for more details.

montr_zm.pdf (700 Kb)


Back to Andy's web page