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Project Cycle Management (PCM) & Logical Framework Analysis (LFA)

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Project Cycle Management (PCM) & Logical Framework Analysis (LFA)

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Slides on background, concepts, instruments and procedures of managing the phases of the project cycle through proper identification, formulation, implementation, monitoring and evaluation.

Slides on background, concepts, instruments and procedures of managing the phases of the project cycle through proper identification, formulation, implementation, monitoring and evaluation.

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Project Cycle Management (PCM) & Logical Framework Analysis (LFA)

  1. 1. Programme Cycle Management
  2. 2. <ul><li>PREVIOUS: </li></ul><ul><li>USAID, US </li></ul><ul><li>GTZ, Germany </li></ul><ul><li>ODA, UK </li></ul><ul><li>NORAD, Norway </li></ul><ul><li>DANIDA, Denmark </li></ul><ul><li>Interco-operation, Swiss </li></ul><ul><li>ABOS, Belgium </li></ul><ul><li>UNDP </li></ul><ul><li>FAO </li></ul><ul><li>DG VIII (ACP) </li></ul><ul><li>DG XIII (Tech. Transfer) </li></ul><ul><li>DG I (ALA / MED) </li></ul><ul><li>RECENT INTRODUCTIONS PCM: </li></ul><ul><li>DGCS - Min. of Foreign Affairs, Italy </li></ul><ul><li>ICEX - Min of Industry, Spain </li></ul><ul><li>Sida, Sweden </li></ul><ul><li>UNIDO, Vienna </li></ul><ul><li>FINNIDA - Min. of Foreign Affairs, Finland </li></ul><ul><li>HELLASCO, Greece </li></ul><ul><li>DG I (TACIS) </li></ul><ul><li>DG XIX and others </li></ul><ul><li>WWF </li></ul><ul><li>Int.. Federation of Red Cross </li></ul>“ HISTORY ” OF PCM
  3. 3. AID triangle
  4. 4. Why IMPROVE the management of the project cycle? <ul><li>REDUCE CONFUSION </li></ul><ul><li>Have a real dialogue </li></ul><ul><li>Standardise concepts </li></ul><ul><li>Simplify procedures </li></ul><ul><li>Introduce common methods </li></ul><ul><li>Standardise formats </li></ul><ul><li>Set standards and quality criteria </li></ul><ul><li>BE MORE EFFECTIVE </li></ul><ul><li>Involve and commit stakeholders </li></ul><ul><li>Align expectations </li></ul><ul><li>Improve transparency </li></ul><ul><li>Unveil decision taking </li></ul><ul><li>Save time in process </li></ul><ul><li>Reach objectives !! </li></ul>
  5. 7. INDICATIVE PROGRAMMING IDENTIFICATION FORMULATION (APPRAISAL) FINANCING IMPLEMENTATION EVALUATION Pre-feasibility study (relevance) Strategy document / Indicative Programme Verification of idea & ToR (problem analysis ) Workshop ?
  6. 8. INDICATIVE PROGRAMMING IDENTIFICATION FORMULATION (APPRAISAL ) FINANCING IMPLEMENTATION EVALUATION Pre-feasibility study (relevance) (draft) financing proposal Assessment & ToR Workshop ?
  7. 9. INDICATIVE PROGRAMMING IDENTIFICATION FORMULATION (APPRAISAL) FINANCING IMPLEMENTATION EVALUATION (draft) financing proposal Financing agreement / contract Assessment & Instruction Financing proposal
  8. 10. INDICATIVE PROGRAMMING IDENTIFICATION FORMULATION (APPRAISAL) FINANCING IMPLEMENTATION EVALUATION Financing agreement / contract End of project report Assessment & Instruction Assessment & Instruction Monitoring reports Workshops  ? Financing proposal
  9. 11. INDICATIVE PROGRAMMING IDENTIFICATION FORMULATION (APPRAISAL) FINANCING IMPLEMENTATION EVALUATION End of project report Evaluation report / LESSONS Assessment & Instruction Pre-feasibility study (relevance) Financing agreement / contract Strategy document / Indicative Programme Assessment & ToR Verification idea & ToR (problem analysis) Assessment & Instruction Assessme nt & Instruction Monitoring reports Workshop ? Financing proposal
  10. 12. INDICATIVE PROGRAMMING IDENTIFICATION FORMULATION (APPRAISAL) FINANCING IMPLEMENTATION EVALUATION Evaluation report / LESSONS Assessme nt & Instruction Strategy document / Indicative Programme Workshop ?
  11. 13. Programme Cycle Management = Portfolio management
  12. 14. PURPOSE OF APPLYING PCM PLAN (LogFrame) IMPROVED SITUATION  “ Brilliant idea”
  13. 15. PURPOSE OF APPLYING PCM “ POOR” PRESENT SITUATION PLAN (LogFrame) IMPROVED SITUATION ANALYSIS needs? problems! Bias 
  14. 16. PURPOSE OF APPLYING PCM “ POOR” PRESENT SITUATION PLAN (LogFrame) IMPROVED SITUATION ANALYSIS problems! functional relationships SUPPLIERS   RECIPIENTS
  15. 17. Justifying the activity <ul><li>Reasoning from the activities upwards </li></ul>
  16. 18. Subsidy Enhanced production Raised income Competition more efficient Shortage of skilled workers ? Workers trained
  17. 19. Objective Oriented Planning “ FORKING”
  18. 20. MODEL STRUCTURE OBJECTIVE TREE
  19. 21. FROM OBJECTIVE TREE TO PLANNING
  20. 22. Project intervention + Assumptions
  21. 23. Logical Framework Matrix Overall Objectives Project Purpose Results Activities O.V.I.’s O.V.I.’s S.o.V.’s S.o.V.’s Assumptions Assumptions Assumptions Pre-conditions Means Costs
  22. 24. Planning starts at the Project Purpose: Expresses improvements experienced by beneficiaries <ul><li>Why the beneficiaries need the project </li></ul><ul><li>the utilisation of the services (results) provided by the project </li></ul>
  23. 25. Results: Expresses objectives received by the beneficiaries <ul><li>What ‘services’ will be received by the beneficiaries </li></ul><ul><li>not only delivered by the intervention / project (Outputs) </li></ul>
  24. 26. Designing sustainable projects benefits time
  25. 27. Factors affecting sustainability <ul><li>1. Policy support </li></ul><ul><li>2. Appropriate technology </li></ul><ul><li>3. Environmental protection </li></ul><ul><li>4. Socio-cultural aspects; women in development </li></ul><ul><li>5. Institutional and management capacity </li></ul><ul><li>6. Economic and financial viability </li></ul>
  26. 29. BASIC STANDARD FORMAT <ul><li>1. Summary </li></ul><ul><li>2. Background </li></ul><ul><li>3. Intervention </li></ul><ul><li>4. Assumptions </li></ul><ul><li>5. Implementation </li></ul><ul><li>6. Factors ensuring sustainability </li></ul><ul><li>7. Monitoring and evaluation </li></ul><ul><li>8. Conclusions and proposals </li></ul>
  27. 31. SIX ESSENTIAL MESSAGES OF PCM <ul><li>Adhere to phases in the cycle </li></ul><ul><li>Increase the involvement of beneficiaries </li></ul><ul><li>Prepare consistent project design </li></ul><ul><li>Consider sustainability issues in planning </li></ul><ul><li>Aim at transparency in documentation </li></ul><ul><li>Create a framework for learning </li></ul>
  28. 32. Quality Criteria for Planning and Evaluation <ul><li>Procedures and transparency </li></ul><ul><li>Relevance and Utility </li></ul><ul><li>Feasibility and Effectiveness </li></ul><ul><li>Sustainability </li></ul><ul><li>(Cost-effectiveness?) </li></ul>
  29. 33. Contribution of PCM towards aid effectiveness
  30. 34. May I wish you all the success with the application of these PCM concepts and tools ! Hopefully these will contribute to you becoming even a better professional !

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