Abstract

Background: South Africa has pioneered national evaluation systems (NESs) along with Canada, Mexico, Colombia, Chile, Uganda and Benin. South Africa’s National Evaluation Policy Framework (NEPF) was approved by Cabinet in November 2011. An evaluation of the NES started in September 2016.Objectives: The purpose of the evaluation was to assess whether the NES had had an impact on the programmes and policies evaluated, the departments involved and other key stakeholders; and to determine how the system needs to be strengthened.Method: The evaluation used a theory-based approach, including international benchmarking, five national and four provincial case studies, 112 key informant interviews, a survey with 86 responses and a cost-benefit analysis of a sample of evaluations.Results: Since 2011, 67 national evaluations have been completed or are underway within the NES, covering over $10 billion of government expenditure. Seven of South Africa’s nine provinces have provincial evaluation plans and 68 of 155 national and provincial departments have departmental evaluation plans. Hence, the system has spread widely but there are issues of quality and the time it takes to do evaluations. It was difficult to assess use but from the case studies it did appear that instrumental and process use were widespread. There appears to be a high return on evaluations of between R7 and R10 per rand invested.Conclusion: The NES evaluation recommendations on strengthening the system ranged from legislation to strengthen the mandate, greater resources for the NES, strengthening capacity development, communication and the tracking of use.

Highlights

  • The South African Cabinet approved a Government-Wide Monitoring and Evaluation System in November 2007

  • The evaluation questions included: Relevance, effectiveness and efficiency: (1) How is the evaluation system working as a whole as well as the specific components and how they can be strengthened? (2) What is the value for money in establishing the National Evaluation System (NES)? (3) Are there other evaluation mechanisms that need to be included to maximise the benefits accrued to the government?

  • Sustainability and upscaling: (1) How should the balance between internal and external evaluations be managed going forward? (2) What changes should be made to the National Evaluation Policy Framework (NEPF) and the evaluation support system to improve the quality of evaluations and expand the system?

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Summary

Introduction

The South African Cabinet approved a Government-Wide Monitoring and Evaluation System in November 2007. The three domains included were programme performance information, socioeconomic and demographic statistics and evaluation. The first two frameworks were produced in 2007 by National Treasury and Statistics South Africa, respectively. The Department of Performance (later Planning), Monitoring & Evaluation (DPME) was established in the Presidency in South Africa in January 2010. In November 2011, Cabinet adopted a National Evaluation Policy Framework (NEPF) (DPME 2011) providing the last of these three domains. An Evaluation and Research Unit (ERU) was established in DPME in September 2011 to operationalise the National Evaluation System (NES). South Africa has pioneered national evaluation systems (NESs) along with Canada, Mexico, Colombia, Chile, Uganda and Benin. South Africa’s National Evaluation Policy Framework (NEPF) was approved by Cabinet in November 2011.

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