Project Cycle Management Training Handbook - CFCU

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Project Cycle Management Handbook Training Action for Project Cycle Management Project Cycle Management Handbook Table of contents CHAPTER 1 INTRODUCTION ....................................................................................1 1.1 PURPOSE OF THE HANDBOOK ....................................................................................1 1.2 QUALITY MANAGEMENT...........................................................................................2 1.3 CONTENTS ...............................................................................................................2 1.4 HOW TO USE THE HANDBOOK....................................................................................4 CHAPTER 2: PROJECT CYCLE MANAGEMENT.....................................................6 2.1 THE PROJECT CYCLE ................................................................................................6 2.2 PROJECT CYCLE MANAGEMENT ................................................................................9 2.3 PCM PLANNING AND MANAGEMENT TOOLS ...........................................................13 2.4 SUMMARY..............................................................................................................14 CHAPTER 3: THE LOGICAL FRAMEWORK APPROACH – A PROJECT DESIGN AND ANALYSIS TOOL......................................15 3.1 INTRODUCTION.......................................................................................................15 3.2 THE ANALYSIS PHASE ............................................................................................16 3.2.1 Problem Analysis ........................................................................................16 3.2.2 Analysis of Objectives .................................................................................19 3.2.3 Strategy Analysis.........................................................................................20 3.3 THE PLANNING PHASE ............................................................................................21 3.3.1 The Logframe Matrix ..................................................................................21 3.3.2 Levels of Objectives.....................................................................................23 3.3.3 Assumptions................................................................................................25 3.3.4 Factors Ensuring Sustainability...................................................................27 3.3.5 Objectively Verifiable Indicators (OVIs) ......................................................29 3.3.6 Sources of Verification (SOVs) ....................................................................30 3.3.7 Means and Costs.........................................................................................31 3.3.8 The Logframe – An Example .......................................................................32 3.4 SUMMARY..............................................................................................................34 CHAPTER 4 USING THE LOGICAL FRAMEWORK TO DEVELOP ACTIVITY AND RESOURCE SCHEDULES......................................36 4.1 ACTIVITY AND RESOURCE SCHEDULES....................................................................36 4.1.1 A Checklist for Preparing an Activity Schedule............................................37 4.1.2 Presenting an Activity Schedule...................................................................39 4.2 PREPARING RESOURCE SCHEDULES.........................................................................40 4.2.1 A Checklist for Specifying Means and Scheduling Costs...............................40 4.3 SUMMARY..............................................................................................................42 CHAPTER 5 USING THE LFA TO ASSESS PROJECT PROPOSALS...................43 5.1 INTRODUCTION.......................................................................................................43 5.2 GUIDE FOR ASSESSMENT OF A PROJECT PROPOSAL ..................................................44 Instruction 1: Analyse problems & objectives .........................................................45 Instruction 2: Identify the intervention logic and assumptions.................................46 Instruction 3: Assess assumptions...........................................................................48 Instruction 4: Assess sustainability.........................................................................49 Instruction 5: Identify indicators ............................................................................49 Instruction 6: Prepare Terms of Reference .............................................................50 5.3 THE QUALITY ASSESSMENT TOOL...........................................................................51 5.4 SUMMARY..............................................................................................................54
Project Cycle Management Handbook Training Action for Project Cycle Management CHAPTER 6 MONITORING AND REPORTING.....................................................55 6.1 INTRODUCTION.......................................................................................................55 6.2 DESIGNING A MONITORING SYSTEM........................................................................56 6.2.1 Analyse Project Objectives..........................................................................57 6.2.2 Review Implementation Procedures.............................................................57 6.2.3 Review Indicators........................................................................................58 6.2.4 Reporting....................................................................................................59 6.3 SUMMARY..............................................................................................................62 CHAPTER 7 PROJECT REVIEW AND EVALUATION..........................................63 7.1 INTRODUCTION.......................................................................................................63 7.2 EVALUATION CRITERIA...........................................................................................63 7.3 LINKAGE TO THE LOGFRAME...................................................................................64 7.3.1 Costs...........................................................................................................64 7.3.2 Activities.....................................................................................................65 7.3.3 Results ........................................................................................................65 7.3.4 Project Purpose ..........................................................................................66 7.3.5 Overall Objectives.......................................................................................66 7.4 OPPORTUNITIES FOR EVALUATION ..........................................................................67 7.5 SUMMARY..............................................................................................................68 Index of Figures Figure 1: Training Objectives ...........................................................................................................................1 Figure 2: Improving Project Quality .................................................................................................................3 Figure 4: Rationale for PCM ............................................................................................................................9 Figure 5: PCM Principles ...............................................................................................................................11 Figure 6: The Integrated Approach .................................................................................................................12 Figure 7: The Logical Framework Approach...................................................................................................15 Figure 8: A Problem Tree...............................................................................................................................18 Figure 9: Transforming Problems into Objectives ...........................................................................................19 Figure 10: An Objective Tree .........................................................................................................................20 Figure 11: Strategy Selection..........................................................................................................................21 Figure 12: The Logframe Matrix ....................................................................................................................23 Figure 13: The Relationship between Results and Project Purpose...................................................................24 Figure 14: Transposing Objectives into the Logframe .....................................................................................25 Figure 15: Specifying Assumptions ................................................................................................................26 Figure 16: The Role of Assumptions...............................................................................................................27 Figure 17: The Assumptions Algorithm..........................................................................................................27 Figure 18: Ensuring that OVIs are Specific .....................................................................................................29 Figure 19: Indicators and Aid Management ....................................................................................................30 Figure 20: The Relationship Between Cost and Complexity in the Collection of Data......................................31 Figure 21: An Example of a Completed Logframe ..........................................................................................33 Figure 22: Activity and Resource Schedules ...................................................................................................36 Figure 23: Example of an Activity Schedule ...................................................................................................40 Figure 24: Example of a Resource Schedule ...................................................................................................41 Figure 25: The Role of Terms of Reference in Project Preparation ..................................................................44 Figure 26: Marking Problems & Objectives in a Project Proposal....................................................................45 Figure 27: Terms of reference for a Feasibility Study......................................................................................51 Figure 28: The Quality Assessment Tool ........................................................................................................52 Figure 29: How the Quality Assessment Tool works .......................................................................................53 Figure 30: Monitoring ....................................................................................................................................55 Figure 31: Information Needs and Levels of Management...............................................................................57 Figure 32: Evaluation.....................................................................................................................................63 Figure 33: Linking Indicators to the Logframe................................................................................................65
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