In Print and Online

Category: Monitoring and evaluation


Title: Introduction to Impact Evaluation

Organization: InterAction

Date: March 2012

Language: English

Number of pages: 21

Eco-Index Summary: This is the introduction to a four-part series of guidance materials on impact evaluation. The series was created to build the capacity of international NGOs in demonstrating their effectiveness by conducting high-quality impact evaluations. The introduction provides an overview of the concept of impact evaluation including what it is, its importance, and when and by whom it should be carried out. The authors describe various methods and designs that can be used in the different aspects of an impact evaluation such as clarifying values, developing a theory of intervention, measuring or describing impacts, explaining the causes of impacts, and synthesizing results. There is also a section with references and other useful resources for further reading.


Title: Monitoring for impact: Lessons on natural resources monitoring from 13 NGOs

Authors: Christian Ottke, Peter Kristensen, David Maddox, and Eric Rodenburg

Organization: World Resources Institute (WRI)

Date: 2000

Language: English

Number of pages: 90, with Charts and Graphs

Eco-Index Summary: This report features 13 case studies of monitoring and evaluation methodologies from various NGOs. Participants were selected because the authors believed they have monitoring programs that are aimed at influencing environmental policy; they are independent; and they collectively represent experience from around the world. The report aims to provide M&E guidelines that can be adapted to local realities; its case studies include small projects such as counting logging trucks leaving a forest site; interviewing community members or officials; reviewing a company's application for an oil concession; collecting field data on an endangered species; and analyzing satellite photos.


Title: Monitoreo ecológico del manejo forestal en el trópico húmedo: una guía para operadores con énfasis en Bosques de Alto Valor para la conservación

Organizations: WWF Central America with technical support and special funding from the Tropical Agricultural Research and Higher Education Center (Centro Agronómico Tropical de Investigación y Enseñanza - CATIE), Oregon State University, the Regional Environmental Program for Central America (Programa Ambiental Regional para Centroamérica - PROARCA), Fundación Naturaleza para la Vida (NPV), Swiss Agency for Development and Cooperation (COSUDE), and the World Bank/WWF Alliance for Forest Conservation and Sustainable Use.

Date: April 2004

Language: Spanish

Number of pages: 116

Eco-Index Summary: This guide is a technical tool for the independent and transparent certification of forestry operations in High Conservation Value Forests (HCVF) in the tropics. The goal is to provide tropical forest managers and certifying agents with practical, inexpensive methodologies to ecologically monitor certified forestry activities in HCVFs, based on the standards of the Forest Stewardship Council, to improve forestry management and comply with certification requirements. The guide is based on the principle that although independent forestry certification provides one of the best methods to promote sustainable forestry management practices, ecological monitoring of tropical forests has been a weak point in the certification process, but is a key point in promoting certification. The guide outlines the steps to design a monitoring program and help identify the ecological elements that need to be monitored and an explanation on how to use the monitoring data to modify the management plan and the field techniques to monitor managed areas.


Title: Diseño, manejo y monitoreo de proyectos de conservación y desarrollo

Authors: Richard Margoluis and Nick Salafsky

Organization: Foundations of Success

Date of publication: 1998

Language: Spanish (the English version of this publication, "Measures of Success: Designing, Managing, and Monitoring Conservation and Development Projects" is available from Island Press)

Number of pages: 386, with Glossary of Terms

Eco-Index Summary: This is a guide for the design, management, and monitoring of the impacts produced by conservation and development projects. It is not a guide for academics, but rather for those working with communities, whether they be community leaders, project administrators, or researchers. The authors suggest how to design a new project and perfect an existing one, using four cases that outline the various problems faced by managers of conservation and development projects worldwide. The guidebook also advises how to design monitoring plans that take into account local site conditions and the group's mission, objectives, and values. It also describes how to carry out data analyses, communicate the results, and then use the results to modify management plans. The authors allow that although each project site has its own conditions, it is possible to offer general guidelines that can help staff of community-oriented conservation and development projects determine what should be done and the best way to do it.


Title: Living Landscapes: Bulletin 6 "Monitoring Conservation Project Effectiveness"

Organization: Wildlife Conservation Society

Date: June 2002

Language: English

Number of pages: 4, includes Color Photos, Tables, and Figures

Eco-Index Summary: This 4 page bulletin from The Wildlife Conservation Society's Living Landscapes program, which is a program 'dedicated to developing wildlife-based strategies for the conservation of large, wild ecosystems that are integrated in wider landscapes of human influence,' presents realistic and organized methods of monitoring conservation projects. One key concept pointed out by WCS staff is that monitoring is critical to effective conservation because it allows us to assess if the conservation methods in place are actually working.

Included in the bulletin are guidelines to developing a monitoring plan and an explanation of the three different levels at which monitoring should take place: (1) the results of the conservation interventions, (2) the reduction of threats, and (3) the progress towards accomplishing the project's objectives. The bulletin also provides a comprehensive figure of a monitoring framework for a simple conceptual model and explains in detail the different factors involved in such a framework, including Targets, Trend Data, Monitoring Activities, and Indicators.


Title: Developing Indicators: Lessons learned from Central America

Authors: Lisa Segnestam, Manuel Winograd, and Andrew Farrow

Organizations: The World Bank, International Center for Tropical Agriculture, and United Nations Environment Program

Date: November 2000

Languages: English, Spanish

Number of pages: 48 and References

Eco-Index Summary: Indicators are important for the sustainable use and management of environmental resources. They give valuable information about the present status of the resources being measured, the rate and direction of change, highlighting priority issues and guiding policy formulation. This toolkit is the product of a multi-year long project of collaboration between the International Center for Tropical Agriculture, the World Bank and the United Nations Environment Program focused on the development and use of indicators for measuring and tracking rural sustainability in Central America. The toolkit is designed to provide practical guidance to indicator developers in Central America and elsewhere. It recognizes the need to integrate environmental, economic and social concerns into development decision-making at the regional, national, and local levels. Such integration is designed to improve policies and their implementation, as well as facilitate regular monitoring and reporting on the state of the environment and development process.


Title: Biological Monitoring in the Selva Maya

Editors: Archie Carr, III, Angélica C de Stoll

Organizations: US Man and the Biosphere Program/Tropical Ecosystem Directorate; Wildlife Conservation Society; Colegio de la Frontera Sur Unidad Chetumal, Mexico; El Colegio de la Frontera Sur, Chiapas, Mexico; Centro de Estudios Conservacionistas Facultad y Farmacía Universidad de San Carlos de Guatemala; Mesoamerican Society for Conservation Biology; Center for Conservation Biology, Stanford University, USA; Smithsonian Institution/Monitoring and Assessment of Biodiversity Program; Conservación Internacional Mexico; Belize Tropical Forest and Protected Areas Planning Project, Division of Forestry, Ministry of Natural Resources

Date: 1999

Languages: English, Spanish

Number of pages: 51, with recommended Reading List, Survey and Count Protocols

Eco-Index Summary: The report offers guidelines and specific protocols for monitoring plants, butterflies, frogs, birds, and mammals in the Maya Forest of Guatemala, Belize, and Mexico. Protocols reflect the combined experiences of numerous researchers and are presented as consensus statements about which data to collect and how and when to collect it. The report collaborators and many others working in the Maya Forest are interested in maintaining the integrity of this tri-national ecosystem; the monitoring protocols offered in the report can help them verifiably measure such impacts as farming, petroleum exploration, deforestation, cattle ranching, and tourism. As part of the initiative that led to the development of the protocols, a tri-national database system was established.