SayPro M&E Training Needs Assessment & Customization Plan

Led by: SayPro Monitoring Office | SayPro Monitoring, Evaluation, and Learning Royalty
Purpose: To ensure M&E training is responsive to the actual skill levels, roles, and responsibilities of SayPro staff and partners.

🎯 Objectives

• Identify gaps in M&E knowledge, system familiarity, and practical skills across teams.
• Understand the specific tasks staff perform related to data entry, analysis, and reporting.
• Deliver training sessions that are tailored to real user needs and job functions.

🧪 1. Conduct a Pre-Training Needs Assessment Survey

Format: Online form (Google Forms or Microsoft Forms)
Length: 10–12 questions
Timing: Distributed 1–2 weeks before training

🔍 Sample Questions:

• What is your current role and program area?
• Have you used any M&E systems before?
• How confident are you in:
  • Entering project data
  • Tracking performance indicators
  • Generating a report
  • Interpreting dashboards
• What specific M&E tasks are part of your role?
• What challenges do you currently face with M&E?
• What areas would you like more support or training in?

📊 Responses will be analyzed to segment staff into training levels (Beginner, Intermediate, Advanced).

👥 2. Conduct Stakeholder Interviews or Focus Groups (Optional)

Invite:

• Field officers
• Program managers
• M&E officers
• Regional team leads

Topics:

• Real-life use cases for the system
• Current bottlenecks or frustrations
• What “effective M&E support” would look like in their role
• Preferred learning methods (live session, videos, hands-on practice, etc.)

🧑‍🏫 3. Customize Training Based on Staff Profiles

Create tiered or role-based sessions such as:

🧰 4. Deliver Tailored Learning Formats

• Live webinars by level (e.g., “M&E Basics for Field Officers”)
• Role-specific handouts (e.g., “M&E Guide for Youth Program Coordinators”)
• Hands-on simulations using sample projects
• Job aids for repeat tasks (e.g., “How to generate a quarterly report”)

📈 5. Reassess After Training

• Compare pre- and post-training survey responses
• Track performance during practical tests or live sessions
• Use feedback forms to confirm if needs were addressed
• Identify gaps to target in refresher or follow-up sessions

🌀 6. Continuous Adjustment

• Update training materials quarterly based on:
  • Staff feedback
  • System changes
  • Evolving data needs
• Schedule periodic needs check-ins via short pulse surveys

📌 Summary