Understanding Project Deliverables and Milestones in Project Management

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)
Amito Hellen Christine (PhD)
Consultant
Training in Research Management for UVRI, 27
th
 June 2023
P
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1.
Introduction M & E
2.
What is M&E ?
3.
why should we do it?
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1.
Project management is the use of specific knowledge, skills, tools and techniques to deliver
something of value to people.
2.
Projects are temporary efforts to create value through unique products, services, and
processes.
3.
Projects are amalgamations of tasks, activities, and deliverables that must be structured and
executed carefully to achieve a desired outcome.
4.
Before an outcome is achieved, each aspect of a project must go through phases of initiation,
planning, and execution.
5.
This process is known as the project management lifecycle, and it is the lifeblood of successful
projects.
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Project planning is a procedural step in project management, where required documentation is created
to ensure successful project completion.
Project planning is at the heart of the project life cycle, and tells everyone involved where you’re going
and how you’re going to get there.
Provides a basis to establish the business requirements, costs, schedules, deliverables, resource plans.
Often the most challenging phase for a project manager.
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(
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Project planning phase has two interchangeable terms that continuously crop up i.e.
“deliverables” and “milestones”
Both set out waypoints that allow a project’s progress to be judged and provide a focus for a team
to work towards, but are they the same?
Deliverables & milestones are common tools to determine and verify the progress and measure
the outcome of a project.
Help to increase the visibility and the impact of the project by disseminating its outcome.
Deliverable
Is a product or service that denotes the completion
of a project phase 
or
Is the output or the result of the project activities
E.g can be the designs or videos that have been
created in that phase
Milestone
Is the completed project phase or the measurable &
important accomplishment necessary to achieve a goal
or
Specific events in a projects life cycle.
E.g can be the step of creating advertising content
.
Some project milestones may not have tangible deliverables, while some may have several deliverables at
intervals. 
However, the more likely you are to measure the deliverables, the easier it is to track the forward progress of the
milestones.
W
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E
?
W
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M
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?
Shouldn’t our work speak for itself?
Just a way to make more work?
Funders don’t trust us?
Is our activity on track?
Are we doing the right thing?; Right and efficiently?
Are there better ways of doing it?
Monitoring
 is the
continuous assessment of
a programme or project in
relation to the agreed
implementation schedule
Evaluation
 is a
systematic assessment of
an all elements of a
program to  assess its
worth  or  relevance,
M & E is a process of continued gathering of information and its analysis, in order to
determine whether progress is being made towards pre-specified goals and objectives
why should we do it?
Importance of M & E
1)
Tracking resources & provide feedback on progress
2)
Improve program implementation  - managers
3)
Informing  future decisions based on accurate, evidence based
information
4)
Promoting accountability
5)
Demonstrating impact
6)
Identify lessons learned
7)
Preserve institutional memory
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P
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1.
M & E Plan
2.
M & E framework or Logical Framework (Logframe)
3.
Theory of Change
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W
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?
It’s a detailed way of doing or to achieve
something.
A method devised for making or doing
something or achieving an end,
W
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P
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?
An 
M & E plan 
is a document that helps to track and assess the results of the interventions throughout
the life of a program.
Or
Is like a roadmap that describes how you will monitor and evaluate your program, as well as how you
intend to use evaluation results for project improvement and decision making.
W
h
e
n
 
a
n
d
 
W
h
y
?
M & E plan should be created right in the beginning when the project interventions are being
planned.
Helps to define, implement, track and improve a M & E strategy within a particular project(s).
Helps to ensure that there is a robust system in place to monitor every little intervention and
activity of the project and evaluate their success.
Helps to identify opportunities and barriers as a team in the planning stage with a focus on
problem-solving and maximizing impact.
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Develop Objectives
Outcomes and Outputs
Data Collection
Data Analysis
Reporting & Dissemination
Feedback and Learning Plan
Indicators
Specific, Measurable, Relevant Timely
Helps understand what to measure
Sources & methods
How & whom to report
Knowledge and learning
Note: Essential component of the project or program
Who is responsible
How will it be analysed
and the which tools
Surveys, interviews FGD,
etc
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Identify the focal problem and the need for a project
Plan for the project
Identify the goal, objectives, inputs/activities, indicators,  data collection methods & timelines
M & E questions, Key players, Roles and Responsibilities
Define an M & E framework  - understand  the scope of the project and choose one that best fits
the purpose. Three types of M&E frameworks 
Theory of Change which shows a bigger picture  
of all the underlying processes and possible pathways leading to
long term behavioural changes
Logical Framework (LogFrame)/Logic Model – which f
ocuses only on one specific pathway that a project deals with
and creates a neat and orderly structure
A results framework which emphasises on results to provide clarity around the key project objectives
Plan for dissemination and Donor Reporting
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Introduction : 
program context, - national, community,, purpose , description of development
process, 
2.
Program Description : 
problem statement , goals and objectives and interventions
3.
M&E Frameworks: 
Conceptual, Logic, Results
4.
Indicators : 
Presented in a both a Matrix & Indicator Reference Sheets  and based on logic and
donor requirements
5.
Data sources, collection & reporting systems
6.
Plans for data use & dissemination
7.
Capacity needs for Plan implementation
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Practical
Accessible to intended users
Feasible, realistic, & diplomatic
Legal & ethical
Accurate
Reveal technically correct information
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Break up into groups and develop an  M & E plan on
your chosen area of focus (problem)
Shall present the work in groups and refine it as we go
along
Slide Note
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Project management involves the use of specific knowledge, skills, tools, and techniques to deliver value. Projects are temporary efforts aimed at creating unique products, services, and processes through structured tasks and activities. The project planning phase is crucial, involving the creation of documentation to ensure successful project completion. Deliverables and milestones play important roles in measuring project progress and outcomes, helping increase visibility and impact.


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  1. Goal and Introduction to Goal and Introduction to Monitoring & Evaluation Monitoring & Evaluation (Developing deliverables & (Developing deliverables & Milestones) Milestones) Amito Hellen Christine (PhD) Consultant Training in Research Management for UVRI, 27thJune 2023

  2. Presentation Presentation 1. Introduction M & E 2. What is M&E ? 3. why should we do it?

  3. Introduction Introduction

  4. Introduction Introduction 1. Project management is the use of specific knowledge, skills, tools and techniques to deliver something of value to people. 2. Projects are temporary efforts to create value through unique products, services, and processes. 3. Projects are amalgamations of tasks, activities, and deliverables that must be structured and executed carefully to achieve a desired outcome. 4. Before an outcome is achieved, each aspect of a project must go through phases of initiation, planning, and execution. 5. This process is known as the project management lifecycle, and it is the lifeblood of successful projects.

  5. Introduction Cont. Introduction Cont. Project planning is a procedural step in project management, where required documentation is created to ensure successful project completion. Project planning is at the heart of the project life cycle, and tells everyone involved where you re going and how you re going to get there. Provides a basis to establish the business requirements, costs, schedules, deliverables, resource plans. Often the most challenging phase for a project manager.

  6. Introduction ( Introduction (Ctd Ctd) ) Project planning phase has two interchangeable terms that continuously crop up i.e. deliverables and milestones Both set out waypoints that allow a project s progress to be judged and provide a focus for a team to work towards, but are they the same? Deliverables & milestones are common tools to determine and verify the progress and measure the outcome of a project. Help to increase the visibility and the impact of the project by disseminating its outcome.

  7. Deliverable Is a product or service that denotes the completion of a project phase or Is the output or the result of the project activities E.g can be the designs or videos that have been created in that phase Milestone Is the completed project phase or the measurable & important accomplishment necessary to achieve a goal or Specific events in a projects life cycle. E.g can be the step of creating advertising content. Some project milestones may not have tangible deliverables, while some may have several deliverables at intervals. However, the more likely you are to measure the deliverables, the easier it is to track the forward progress of the milestones.

  8. What is M & E? What is M & E?

  9. What is M&E? What is M&E? Shouldn t our work speak for itself? Just a way to make more work? Funders don t trust us? Is our activity on track? Are we doing the right thing?; Right and efficiently? Are there better ways of doing it?

  10. Monitoring is the continuous assessment of a programme or project in relation to the agreed implementation schedule Evaluation is a systematic assessment of an all elements of a program to assess its worth or relevance, M & E is a process of continued gathering of information and its analysis, in order to determine whether progress is being made towards pre-specified goals and objectives

  11. Monitoring Evaluation Periodic: important milestones (mid-term or end of project) Continuous: day-to-day, routine, on going activities Provides in-depth/comprehensive analysis Compare planed with actual achievements Documents progress using selected indicators/activities Focuses on inputs, activities and outputs Focuses on outcomes and impacts Provides warning signs to managers Provides managers with strategy and policy options if corrective action is needed Looks at process at the output level Considers results at outcome level

  12. why should we do it?

  13. Importance of M & E 1) Tracking resources & provide feedback on progress 2) Improve program implementation - managers 3) Informing future decisions based on accurate, evidence based information 4) Promoting accountability 5) Demonstrating impact 6) Identify lessons learned 7) Preserve institutional memory

  14. Common Terms of M & E Common Terms of M & E Term Description Inputs resources required to achieve outputs, including money, equipment and human resources Activity Work performed in line with the plan Outputs tangible results of the input cattle treated, farmers trained, agents established. Outcomes how the outputs have contributed to an expected change in the situation which was to be addressed by the project Objectives contribute to the overall goal and allows measurement of the success of the programme Impact the long term result of the outcome. The impact includes the overall social, economic, and other developmental effects that the outcomes of the programme have had the community. Indicators measure the achievements of the outputs, outcomes and objectives.

  15. Tools or M & E Planning Tools or M & E Planning 1. M & E Plan 2. M & E framework or Logical Framework (Logframe) 3. Theory of Change

  16. Developing an M & E plan Developing an M & E plan

  17. What is a plan ? What is a plan ? It s a detailed way of doing or to achieve something. A method devised for making or doing something or achieving an end,

  18. What is an M & E Plan? What is an M & E Plan? An M & E plan is a document that helps to track and assess the results of the interventions throughout the life of a program. Or Is like a roadmap that describes how you will monitor and evaluate your program, as well as how you intend to use evaluation results for project improvement and decision making.

  19. When and Why? When and Why? M & E plan should be created right in the beginning when the project interventions are being planned. Helps to define, implement, track and improve a M & E strategy within a particular project(s). Helps to ensure that there is a robust system in place to monitor every little intervention and activity of the project and evaluate their success. Helps to identify opportunities and barriers as a team in the planning stage with a focus on problem-solving and maximizing impact.

  20. Steps in developing and M & E plan Steps in developing and M & E plan Helps understand what to measure Develop Objectives Indicators Outcomes and Outputs Specific, Measurable, Relevant Timely Data Collection Surveys, interviews FGD, etc Sources & methods Data Analysis How will it be analysed and the which tools Who is responsible How & whom to report Reporting & Dissemination Knowledge and learning Feedback and Learning Plan Note: Essential component of the project or program

  21. An M&E Plan should be An M&E Plan should be Practical Accessible to intended users Feasible, realistic, & diplomatic Legal & ethical Accurate Reveal technically correct information

  22. M & E Plan template M & E Plan template

  23. Group work: Developing an M&E Plan Group work: Developing an M&E Plan Break up into groups and develop an M & E plan on your chosen area of focus (problem) Shall present the work in groups and refine it as we go along

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