SKILLS DEVELOPMENT PROJECT SDF Private Sector Foundation Uganda

SKILLS DEVELOPMENT PROJECT (SDF) Private Sector Foundation Uganda Consultancy Services for Conducting Activity Monitoring and Results Measurement of the Matching grants M&E SUPPORT CONSULTANCY Introduction By Business Synergies Public and Private Management Consultants March, 2018 1

The M&E Support By Business Synergies: Introduction w Business Synergies has been contracted to conduct Activity Monitoring and Results Measurement (AM&RM) of SDF Matching Grant w Purpose of AM&RM SDF; n n To ensure that grants are implemented according to grant agreements and, To facilitate reporting of results to Implementers/ Stakeholders to foster learning & feed into the improvement of program strategies and implementation. 2

The 4 Matching Grant Windows for the SDF W Targeting Training Activities 1 Window 1 – To address skills shortages in the formal sector 2 3 4 Window 2 - To assist selfemployed and workers in the informal sector Window 3 - Innovative skills training by Private training institutions Window 4 – Recognition of Prior Learning through certification systems for informal /non-formal skills. Targeted Beneficiaries (a) Enterprise Employees (b) Groups of sub-contractors supplying goods/services to Enterprise (c) Interns and apprentices. (d) Workers with high mobility i. e. thro’ a voucher funding modality; (a)Self employed/workers in informal sector (MSEs) - To be intermediated by trade informal sector associations, cluster associations, registered co-operatives and NGOs. (a) Private training institutions to develop new innovative models for delivery of training/new training concepts/new programs on dd (b) Partnerships between training providers and private companies. (a) Private sector industry organizations in collaboration with DIT and other accredited certification bodies (b) Workers seeking certification for their acquired/tested skills for wider recognition and career pathway advancement. 3

SDF Indicators for Monitoring q Key Results Performance Indicators: (i) Improved participation of employers in skills training programs and; (ii) Satisfaction with skills by trainees in supported firms disaggregated by economic sectors and size. q Intermediate Results Performance Indicators; (i) Number of collaboration agreements between enterprises and training providers; (ii) Employers’ rating of competency of trained employees 4

Compliance Results Tracking of Objectives of the M&E Services Purpose 1 2 Compliance Results Tracking AM&RMS Actions Thematic Area Remarks To ensure that Grant Financial grants are Compliance implemented according to the grant agreements, Capture of grant disbursement data; Financial review of grantee project budgets Value for money and training costs verification Verification of assets acquired from grant, if any Data capture templates to be provided Financial templates to be provided To facilitate Activity and reporting of Results results to Compliance implementers/ Stakeholders to foster learning & feed into improvement of program M&E baseline survey; Monthly grantee progress reporting using template & M&E data capture Quarterly physical monitoring to assess progress of training activities and reporting BS to conduct b/line survery Tools/templates to be provided to Grantees Verification of project outcomes Conduct case studies for selected grantees BS to comply Submission of quarterly reports to SDF PCU Financial verification/reporting template to be provided Develop plans to complete unfinished project outputs 5

The SDF AM&RMS implementation Cycle and Data Collection Tools to Be Used M&E Stage Tool/Reference Result Framework Purpose Define indicators Grantees Profile Templates Baseline survey report Capture M&E key data parameters Capture B/L Status M&E Implementation SDF-M&E Monthly Report Grantee Monthly Reporting Template BS Quarterly Field Visits Tools/ Templates Mid-term Review Report Evaluation Survey Report to SDF, M&E activities monthly Regular tracking of Grantees operations Assess on-the-ground progress of Grantees activities Assess project results & any issues at mid-term Assess project results & lessons Baseline End-Term Remarks Indicators meet project and stakeholder interests Use Grantee applications as a start BS to review secondary data sources/conduct survey BS to liaise with SDF & report M&E progress Submit filled templates in hard or soft form. Specific Tools/Templates for: Grantees, Training Providers and Trainees To conducted separately 6

Data Collection Methods To Be Adopted 1. 2. 3. 4. 5. 6. Document Review (BS – To Get Docs from SDF and Grantees) Observation (BS – To conduct visits to Grantee sites) Periodical Reports (Grantees to submit to BS, BS to submit to SDF) Key informant Interviews (BS to interview stakeholders at SDF and at Grantee sites) Focus Group Discussions (At SDF and at Grantee sites) Case studies (Conduct for selected Grantees – the good and the bad) 7

Nature Level Protocols and Data Collection Tools and Templates to Be Used: Data Collection and Capture Administrat PSFU-SDF ive records Grantee Interval Sources of Data collection Tools/Templates Document review guide SDF Application forms SDF Grantee Files Grantee data collection tool SDF to provide Designed: Annex 4. 1 Annex 4. 2 Grantee records Month Grantee Reporting template Designed (Annex 4. 3) Grantee records/reports/ interviews with Stakeholders (employers, trainees) Monitoring Tool Grantee/insitutional skill relevance & productivity Assessment tool Grantee/insitutional KII Guide. FGD guide, Trainer Staff Trainee/interns/apprentice satisfaction assessment FGD guide, Trainee/interns/apprentice Document review guide Observation/inspection check list Activity Monitoring Remediation Tool Designed: Annex 4. 6 Annex 4. 9 Annex 4. 10 Annex 4. 5 Annex 4. 11 Annex 4. 7 Annex 4. 8 Annex 4. 12 At Baseline PSFU-SDF /periodically /day to day Grantee records Monthly/ Grantees Monthly/ Quarterly Reports Physical Grantee visits Quarterly monitoring visits Remarks 8

Protocols and Data Collection Tools and Templates to Be Used: Data Storage & Sharing; Analysis & Reporting Stage Nature Data Case storage & Studies sharing Level Interval Selected Grantees Periodical/ Semiannually Data Periodical National analysis & Surveys level reporting Industry and training institutions Periodic *Baseline *Mid-term *End-term Sources of Data Selected grantee records/interv iews Stakeholder interviews (employers, trainees) Survey/study Data collection Tools/Templates Remarks Case study guides Grantee; Employers; Trainees; Interns; Observation/Inspection; checklist Designed; Annex 4. 4 Annex 4. 8 Grantee Q/guide. Employers Q/guide Trainees Q/Guide Interns Q/guide Questionaire Observation/Inspection checklist BS to Coordinate independent consultancy 9

Risks • Expectations from all stakeholders who will need reports from the SDF M&E are predictable and limited to SDF project results framework requirements. • It is assumed that most Grantees have reasonable records keeping capacity to capture, document and provide M&E data and are able to fill in the data collection tools to capture data for the M&E system. However, where such capacity gaps are identified among Grantees, Business Synergies shall agree on planning and implementing a capacity building interventions to bridge the gap on use of data collection tools. 10

Risks • Expectations from all stakeholders who will need reports from the SDF M&E are predictable and limited to SDF project results framework requirements. • It is assumed that most Grantees have reasonable records keeping capacity to capture, document and provide M&E data and are able to fill in the data collection tools to capture data for the M&E system. However, where such capacity gaps are identified among Grantees, Business Synergies shall agree on planning and implementing a capacity building interventions to bridge the gap on use of data collection tools. 11

End of Presentation Thank You For Listening Questions? Comments? 12