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PPD Evaluation Tool

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Public-Private Dialogue

DFID | WB | IFC | OECD





Part 1 : Evaluation of Organizational P



2 or 3 indicators are derived for each of the 12 elements of the Charter; with one or more indices defin

in the calculation of each indicator.







SUMMARY TABLE



Mandate and institutional alignment

Structure and participation

Champion(s) and leadership

Facilitation and management

Outputs

Outreach and communication

Monitoring and evaluation

Sub-national

Sector specific

Relevance to FDI

Post-conflict/disaster/crisis

Development Partners



PPD SCORE





Indicator

Operational Process Indicators

Number





Mandate and Institutional alignment:

Existence of mission statement and capacity of

participants to explain this mission statement.

1

Desk study Interviews

(minimum of 5 interviews with stakeholders)





Degree of anchorage of the partnership into existing

2 public institutions as per its mandate.

Desk study Interviews







Institutional readiness to implement PPD

3

recommendations



Structure and Participation





Existence of rules and regulations in the partnership,

4 including formal mechanisms in place to balance power.

Desk study Interviews









Degree of participatory decision making.

5

Desk study Interviews





Champions and Leadership





The presence and clear involvement of champions who

6 are recognized as such by stakeholders

Interviews







Continuity of involvement of champions in dialogue or in

7 partnership

Interviews

Facilitation and Management









Quality of facilitation of the PPD

8

Desk Study Interviews

Quality of facilitation of the PPD

8

Desk Study Interviews









Quality of ppd logistics and management arrangements

9 (responsibilities, tasks, structure, arrangements etc.)

Desk Study Interviews









Outputs









10 Hard output









11 Soft output









Impact Output :Degree to which dialogue or partnership

12 has innovated or changed existing institutional structures.

Interviews with external stakeholders









Communication and Outreach







Quality and frequency of communication between

13 different stakeholder groups

Observation of meetings ; Interviews

Amount and kind of outreach and communication

activities to civil society and media

14

Desk-study Interviews (internal and external

stakeholders)









Monitoring and Evaluation



15 Quality of internal monitoring tools used









Quality of reporting and documentation on activities of the

16

partnership









Degree to which monitoring results have resulted in

17

changes in planning and targets









18 Use of ex-post Assessment





Sub-national







Existence of local and regional structures or consultation

mechanisms for the dialogue or partnership

19

Desk study Interviews; Interviews with beneficiaries and

target groups at the local level







Existence of activities of the PPD at other levels (local,

regional or national) through ad hoc activities or

20 dedicated programs or working groups

Interviews (internal and external stakeholders)

Sector Specific

Degree to which the dialogue or partnership addresses

21 specific problems of participants

Desk study Interviews



Capacity of the dialogue or partnership to generate

22 concrete solutions to specific problems of participants

Desk study Interviews



Relevance to FDI



Usage of the PPD to promote cross border investment

policy reforms

23









Appropriate inclusion of foreign investors voice in the

24

PPD







Post-conflict/disaster and crisis mitigation/management







Capacity to put crisis on the agenda of the dialogue or

25 partnership and resolve them

Desk study ; Interviews (participants in the PPD)









Contribution made by the dialogue or partnership to crisis

26 resolution and peace building in its external environment.

Desk study ; Interviews (external stakeholders)









Development Partners







27 Degree of dependence of the PPD on financial support of

development partners (DPs)

Desk study







28 Degree of autonomy of the agenda of the PPD from

agendas of development partners

Desk study ; Interviews

29

Degree of which the DPs give the needed assistance to

the PPD facilitator

ialogue

luation of Organizational Process and Effectiveness



12 elements of the Charter; with one or more indices defined -each scores from 0 to 10 - to be combined







Evaluation Wheel

Weight

Score (over 10)

0.00 1 Development Partners



0.00 1

0.00 1 Post-conflict/disaster/crisis

0.00 1

0.00 1

0.00 1

Relevance to FDI

0.00 1

0.00 1

0.00 1

0.00 1 Sector specific



0.00 1

0.00 1



-





Average Average

Indices

Scoring for Scoring for

Indice measurement Scoring on 0 each

each

to 10 scale Charter

indicator

Element

0.0

Non-existence=0;existence ( in coherent

0

written document)=10.

Percentage respondents who are able to 0

recite the substance of the mission 0

statement (none=0, all=10).

Percent of participants with decision making

power in their home institutions (none=0; 0

all=10).

0

Mandate formally accepted and signed by

0

relevant public institutions (none=0, all=10).

Existence of a dedicated public institution in

charge of following up on the

0 0

implementation of the PPD’s

recommendations (none=0, yes =10)

0.0

Non-existence of documents with rules and

regulations=0, Complete set of rules and 0

regulations=10.

Equal participation of each stakeholder 0

group(in number and level representatives):

0

unequal or stakeholder groups missing=0;

exactly equal=10).

Percent of decisions reached by consensus

or vote during partnership meetings(none=0, 0

all=10).

0

Active contribution of all different

stakeholder groups in developing proposals 0

(none=0, all=10).

0.0

Existence of at least one champion in each

of the participating stakeholder groups 0

(none=0, all=10).

Percent of respondents that identify the 0

same champion(s) (all mention different

0

champions=0,all mention the same

one(s)=10).

Turnover rate of champions. (high, staying

on only a few months=0 to low , continuous 0 0

presence=10)

0.0

Existence of Terms of Reference

for facilitators and other

members of the Secretariat? 0

(Nonexistent=0; coherent written

document=10)

% of reform proposals receiving significant

contribution from Secretariat staff (zero=0, 0

0

100%=10)

Existence of rigorous recruiting and training

programme for Secretariat members 0

(none=0, yes=10)

0









Percent of respondents who

indicate that facilitators perform 0

well (none=0, all=10)

Existence of standardized documents

addressing all PPD logistical aspects (0=

none, 5= some documents but some 0

aspects are missing, 10= all aspects

covered)

Existence of task descriptions for

0

manager(s), and – if there is more than one

0

manager – clear division of tasks (non-

existence=0, clear description/division=10).

Timely availability of project plans and

timelines for all stakeholders (no and not for 0

all=0 and yes for all=10)

0.0

Existence of evidence-based analytical

output: %of PPD recommendations that

include policy papers, position papers, 0

reviews or

assessments. (none =0, all = 10)

Volume of recommendation: Number and

kind of economic and/or reform proposals 0

0

(none=0, as planned =6, exceeding

planned=10)



PPD process outputs: number of working

group and forum meetings (none = 0, as 0

planned = 10)





% of respondents of stakeholders indicating

increase in trust, understanding and

0 0

cooperation between stakeholders; building

of social capital.(none=0, all=10)



% of respondents of external organizations

who indicate the PPD has had influence on

0

activities of their organizations. (none=0,

all=10)

Appreciation expressed by external 0

stakeholders on the performance of the

PPD (no knowledge at all/low 0

appreciation=0; detailed knowledge and

high appreciation=10)

0.0

Distribution of time between listening and

speaking of participants of different

0

stakeholder groups in meetings of the PPD

(extremely unequal=0 and very equal=10). 0

Number of misunderstandings or

disagreements in communication that are 0

clarified (none=0, all=10)

Frequency of updates provided about the

PPD (no updates provided= 0, updates

0

provided but in inconsistent format = 5,

regular and consistent updating = 10)

Diversity of tools used to reach key

audiences (none=0, one or two=5, at least 0 0

three=10)

Amount of (written, verbal, television)

external communication messages (none=0,

0

total amount (needs to be customized to

situation)=10

0.0

Application of tracking tools to keep abreast

of all stages of each reform proposal (none 0 0

= 0, on some issues = 5, regular and



Number and frequency of monitoring reports

0

(on a scale from 0 to 10)

0

% compliance of reporting with qualitative

targets set for monitoring (not at all=0, 0

entirely=10)

Existence of specific criteria (including cost-

benefit analysis) as basis for issue selection 0

(none=0, existence of specific

Existence of follow up process with decision

makers (none = 0, yes but ineffective or 0

0

irregular = 5, yes and effective = 10)

Percent of follow-up actions on

recommendations in monitoring reports (no

0

recommendations followed up=0, all

recommendations followed up=10)



%PPD recommendations that have ex-post

assessments carried out on reforms passed 0 0

thanks to the PPD (none=0, all=10)



0.0

Consultation of PPD (through formal

structures/channels) at further decentralized

0

geographical levels (no at all=0, many

channels and all relevant levels=10).

0

Percent of respondents at the level of local

target groups (indirect beneficiaries of the

0

PPD) who are satisfied with the

performance of the PPD (none=0, all=10)

Number of activities at other levels than the

dialogue and partnership itself (none=0, 0 0

many and at many different levels=10)



0.0

Number of (sub) sector -specific working

groups in the PPD (none=0, all relevant sub 0 0

sectors= 10)

Number of (sub) sector specific proposals

generated (none=10, at least one per year 0

for each (sub) sector or issue=10) 0

Quality of these proposals rated by the

0

evaluator(s) (on a scale from 0-10)

0.0

Number of proposed reforms that tackle

issues directly related to FDI (none=0, 0

all=10)

0

Number of proposed reforms that include

FDI-related rationale in the reform proposal 0

text (none=0, all=10)

Given the reform agenda, the proportion of

foreign investors or associations

representing foreign investors is a direct

0 0

impediment to the progress of the reform

agenda (=0), is somewhat adequate (=5), is

perfectly balanced (=10)

0.0

Existence of an internal communication

strategy to mitigate crisis (not existent=0, 0

existent (written and coherent) =10)

0

Percent of crisis that have been peacefully

resolved within the PPD according to

0

respondents. Average % of all respondents

(none=0, all=10)

Existence of an external communication

strategy to mitigate crisis in the direct

external environment of the PPD (not 0

existent=0, existent (written and coherent)

=10

0

Number of relevant crisis in the direct

context of the PPD positively influenced by

the PPD, according to external 0

stakeholders. (no influence at all=0, in all

crisis positive contribution noticeable=10)

0.0

Amount of financial support from DPs as a

percentage of the total costs of the dialogue

or partnership (total budget provided by 0 0

DPs=0, more than 50% of budget provided

by own resources=10)



Number of points on the agenda that were

promoted by DPs as a percentage of total

0 0

issues on the agenda. (all points promoted

by DPs=0, no points promoted by DPs=10

Amount and quality of training received by

the PPD Secretariat members 0 0

(insufficient=0, appropriate=10)



0

d Effectiveness



0 to 10 - to be combined





PPD Evaluation Wheel

Mandate and institutional

alignment



Development Partners Structure and participation









conflict/disaster/crisis Champion(s) and leadership







0.00

0.00 0.00

0.00 0.00

Relevance to FDI 0.00 0.00 Facilitation and management

0.00 0.00

0.00 0.00

0.00







Sector specific Outputs









Sub-national Outreach and communication



Monitoring and evaluation

www.publicprivatedialogue.org

Operational Guidelines for the

Charter of Good Practice in Using

Public-Private Dialogue

for Private Sector Development

Public-Private Dialogue

`





Part 2 : PPD Impact on the Reform Pro



NB: Following the different data collection methods, the evaluator needs to rate each step in terms of the level of influ

This level of influence can be indexed on a scale from 0 to 3. This would mean that for each given reform and given st



0 The PPD has no impact on this step.

1 This step benefited from input from the PPD

2 The role of the PPD was crucial in the accelerating this step.

3 The PPD was solely responsible for this step.







PPD Evaluation Wheel Score (over 3)



1. Diagnostic



REFORM 1: 0.0

REFORM 2: 0.0

REFORM 3: 0.0

REFORM 4: 0.0



0.0 -









1. Diagnostic





* PS is able to identify the issue and its

root causes

PS - Capacity

* PS is able to articulate issue and

arouse interest









PS - Confidence * Confidence to share - trust in fellow PS

* Channel exists to raise issue among

PS

PS - Access

* Mechanism exists for PS to achieve

consensus



* Gov has access to relevant data and

Gov- Capacity knowledge

* Resources are available





* Issue strongly affects the Government

Gov- Willingenss

* PS lobbying has taken place









Gov - Opportunity * Inputs from the PS are available









NB: Following the different data collection methods, the evaluator needs to ra

This level of influence can be indexed on a scale from 0 to 3. This would mean



0

1

2

3

REFORM 1:



1. Diagnostic



PS Capacity 0

PS Confidence 0

PS Opportunity 0

Gov- Capacity 0

Gov- Willingenss 0

Gov - Opportunity 0

SUMMARY 0



REFORM 2:

1. Diagnostic



PS Capacity 0

PS Confidence 0

PS Opportunity 0

Gov- Capacity 0

Gov- Willingenss 0

Gov - Opportunity 0

SUMMARY 0

REFORM 3:

1. Diagnostic

PS Capacity 0

PS Confidence 0

PS Opportunity 0

Gov- Capacity 0

Gov- Willingenss 0

Gov - Opportunity 0

SUMMARY 0



REFORM 4:

1. Diagnostic

PS Capacity 0

PS Confidence 0

PS Opportunity 0

Gov- Capacity 0

Gov- Willingenss 0

Gov - Opportunity 0

SUMMARY 0



REFORM 5:

1. Diagnostic

PS Capacity 0

PS Confidence 0

PS Opportunity 0

Gov- Capacity 0

Gov- Willingenss 0

Gov - Opportunity 0

SUMMARY 0



REFORM 6:

1. Diagnostic

PS Capacity 0

PS Confidence 0

PS Opportunity 0

Gov- Capacity 0

Gov- Willingenss 0

Gov - Opportunity 0

SUMMARY 0



REFORM 7:

1. Diagnostic

PS Capacity 0

PS Confidence 0

PS Opportunity 0

Gov- Capacity 0

Gov- Willingenss 0

Gov - Opportunity 0

SUMMARY 0



REFORM 8:

1. Diagnostic

PS Capacity 0

PS Confidence 0

PS Opportunity 0

Gov- Capacity 0

Gov- Willingenss 0

Gov - Opportunity 0

SUMMARY 0



REFORM 9:

1. Diagnostic

PS Capacity 0

PS Confidence 0

PS Opportunity 0

Gov- Capacity 0

Gov- Willingenss 0

Gov - Opportunity 0

SUMMARY 0



REFORM 10:

1. Diagnostic

PS Capacity 0

PS Confidence 0

PS Opportunity 0

Gov- Capacity 0

Gov- Willingenss 0

Gov - Opportunity 0

SUMMARY 0

alogue

act on the Reform Process



needs to rate each step in terms of the level of influence, which the PPD had on the step being measured.

would mean that for each given reform and given step the following scores are possible.





put from the PPD

ucial in the accelerating this step.

nsible for this step.









2. Solution Design 3. Advocacy and Handover to Public Sector



0.0 0.0

0.0 0.0

0.0 0.0

0.0 0.0



- -









3. Advocacy and Handover to Public

2. Solution Design

Sector



* PS has capacity to research and

analyze * PS is capable of preparing, present

* PS is able to access necessary and advocate to Public Sector

expertise



* PS is confident to present and

support the issue * PS is confident to engage in

* PS does not feel threatened by discussions with government officials at

other PS and Government ministerial and cabinet levels

* Issue not to politically contentious

* PS has access to Governement to

* Access to concerted solution

comment, amend and initial draft laws

design with Government





* Gov has access to relevant

* Gov capacity to engage on substance

expertise

with the PS on the issues they forward

* Resources are available





* Necessary internal Gov conferral * Gov willingness to be accountable to

has taken place PS on the issues they forward







* Government has the opportunity

* Gov has mobilized the appropriate

to mobilize the administration to

institutional structure to respond to PS

address the technical specificities

on the issues they forwarded

of issues forwarded by PS





data collection methods, the evaluator needs to rate each step in terms of the level of influence, which the PPD had on the step b

be indexed on a scale from 0 to 3. This would mean that for each given reform and given step the following scores are possible.



The PPD has no impact on this step and pre-condition

The PPD contributed to this step and pre-condition

The PPD had a significant impact on this step and pre-condition

The PPD had a crticial impact on this step and pre-condition





3. Advocacy and Handover to Public

2. Solution Design

Sector

0 0

0 0

0 0

0 0

0 0

0 0

0 0







3. Advocacy and Handover to Public

2. Solution Design

Sector

0 0

0 0

0 0

0 0

0 0

0 0

0 0

3. Advocacy and Handover to Public

2. Solution Design

Sector

0 0

0 0

0 0

0 0

0 0

0 0

0 0







3. Advocacy and Handover to Public

2. Solution Design

Sector

0 0

0 0

0 0

0 0

0 0

0 0

0 0







3. Advocacy and Handover to Public

2. Solution Design

Sector

0 0

0 0

0 0

0 0

0 0

0 0

0 0







3. Advocacy and Handover to Public

2. Solution Design

Sector

0 0

0 0

0 0

0 0

0 0

0 0

0 0







3. Advocacy and Handover to Public

2. Solution Design

Sector

0 0

0 0

0 0

0 0

0 0

0 0

0 0







3. Advocacy and Handover to Public

2. Solution Design

Sector

0 0

0 0

0 0

0 0

0 0

0 0

0 0







3. Advocacy and Handover to Public

2. Solution Design

Sector

0 0

0 0

0 0

0 0

0 0

0 0

0 0







3. Advocacy and Handover to Public

2. Solution Design

Sector

0 0

0 0

0 0

0 0

0 0

0 0

0 0

had on the step being measured.

s are possible.









4. Legislative / Executive Process 5. Implementation, M&E, Follow-up



0.0 0.0 0.0

0.0 0.0 0.0

0.0 0.0 0.0

0.0 0.0 0.0

- -









4. Legislative / Executive Process 5. Implementation, M&E, Follow-up







* PS capacity to provide input to * PS capacity to monitor, measure and analyze the

legislative/executive process reform









* PS is confident to engage in discussions

with government officials at parliamentary * PS can access the reform without prejudice

level

* PS has opportunity and access to * Government capacity and will to enforce the reform

Government to modify draft laws (e.g. no entrenched interests overturn)





* Capacity and power to put the issue on

* Capacity to coordinate with other agencies

the agenda and convince other agencies,

* Budgets are made available

parliament and political parties



* Gov willing to risk political capital

* Lack of internal vested interests * Relevant Ministry (staff) has incentives to

* Alignment between ministries, parliament implement

and parties



* Government opportunity to disseminate new

* Sufficient coordination among

implementation procedures to PS

Government entities

* Government opportunity to monitor and evaluate

* Proposal is consistent with legal

the implementation

constitutional demands





of the level of influence, which the PPD had on the step being measured.

eform and given step the following scores are possible.







tion









4. Legislative / Executive Process 5. Implementation, M&E, Follow-up



0 0

0 0

0 0

0 0

0 0

0 0

0 0









4. Legislative / Executive Process 5. Implementation, M&E, Follow-up



0 0

0 0

0 0

0 0

0 0

0 0

0 0

4. Legislative / Executive Process 5. Implementation, M&E, Follow-up

0 0

0 0

0 0

0 0

0 0

0 0

0 0







4. Legislative / Executive Process 5. Implementation, M&E, Follow-up

0 0

0 0

0 0

0 0

0 0

0 0

0 0







4. Legislative / Executive Process 5. Implementation, M&E, Follow-up

0 0

0 0

0 0

0 0

0 0

0 0

0 0







4. Legislative / Executive Process 5. Implementation, M&E, Follow-up

0 0

0 0

0 0

0 0

0 0

0 0

0 0







4. Legislative / Executive Process 5. Implementation, M&E, Follow-up

0 0

0 0

0 0

0 0

0 0

0 0

0 0







4. Legislative / Executive Process 5. Implementation, M&E, Follow-up

0 0

0 0

0 0

0 0

0 0

0 0

0 0







4. Legislative / Executive Process 5. Implementation, M&E, Follow-up

0 0

0 0

0 0

0 0

0 0

0 0

0 0







4. Legislative / Executive Process 5. Implementation, M&E, Follow-up

0 0

0 0

0 0

0 0

0 0

0 0

0 0

0

0

0

0

www.publicprivatedialogue.org

Operational Guidelines for the

Charter of Good Practice in Using

Public-Private Dialogue

for Private Sector Development



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