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Offered only once this year!


July 16-21, 2018
Ottawa, Canada


Ottawa, Canada

PM&E class of 2011

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.  
Registerearly 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.

Need More Information on Logistics?
Check out our website for information on visas, health insurance, affordable accommodations, weather and transportation in Ottawa here .


All participants including local participants from the Ottawa and the Outaouais area are expected to reside with the team in their placement community Wednesday to Friday nights of the training workshop. Shared group accommodations during the three-day community practice will be arranged in advance by the workshop organizers and will average about CAD $ 50-100 per person per night. Participants are responsible for paying for the three night group accommodations.




The Facilitators

Françoise Coupal is Director of International, a private consulting firm dedicated to providing innovative solutions to development. Françoise is an experienced facilitator and trainer in participatory methods having designed and delivered successful workshops for the World Bank, the UNDP, CIDA, UNIFEM, the World Food Programme and a variety of International Non-Governmental Organizations. Françoise has worked closely with organizations to mainstream participatory methods and approaches into their management practices. She has designed a PM&E system for a Maternal and Early Childhood Development Project in China and is currently working on a CIDA supported project in Niger and Mexico to design PM&E systems. Françoise holds graduate degrees from Johns Hopkins University and Carleton University in International Affairs and Development Studies in particular. She undertook her Bachelor of Arts at UCLA.

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 Open Space, Appreciative Inquiry and Results Based Management in a variety of themes and sectors (ie. 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.




Registration Fee

1) Government, UN system, Multinationals:  $ 1650 CAD ; 2) NGO/Consultant rate:  $ 1395 CAD which represents a 20% discount; 3) Full-time student:  $ 995 CAD . Please note that all participants should have a basic knowledge of English and be able to express themselves in the English language.

The workshop fee includes: Workshop fees, a binder of tools and resource materials, snacks and coffee.

Please be sure to read the Briefing for Registered Participants for travel tips, what to bring, weather, community placements, etc....

Make sure to tell us which of the workshops you'd like to attend!

Register Electronically
(Payment must be sent by mail.)


Click on Print Registration Form, then print the form, fill it in, and mail or fax it to us.

We look forward to your participation!