Abstract

Background: As science and modern technology have brought many advances, we have also come to overshoot planetary boundaries, while still falling short of development goals to eradicate poverty and inequality. A growing recognition of the complexity of development problems and contexts calls for new framings, including a new approach to monitoring and evaluation (M&E) as one of the mechanisms by which modern societies aim to steer towards a more sustainable future. New approaches to M&E mean new skills for the M&E practitioner. Objectives: This article proposed a framing for M&E skills, comprising of technical, relational and transformational (T-R-T) competences . Method: Adapted from the literature, this competence framework was tested in a broader learning needs assessment and then applied retrospectively to author’s experience in developmental evaluations in complex social–ecological contexts in southern Africa. Results: The emerging insights were that not only technical competence is needed, but also relational competence that goes beyond interpersonal skills, to enable the production and uptake of evaluation findings. In addition, the limitations of mainstream M&E methods in the face of complexity seemed to create a need for ‘transformational’ competence, which included evaluators’ ability to develop credible M&E alternatives. Conclusion: The T-R-T framework helped to advance the notions of ‘hard’ and ‘soft’ skills and expanded on existing M&E competence frameworks. Recommendations included a call for innovative educational and professional development approaches to develop relational and transformational competencies, in addition to training for technical competence.

Highlights

  • What is the need for another article about evaluator competence? In a special issue of the Canadian Journal of Program Evaluation dedicated to evaluator competence and professionalisation, Podems (2014) quoted Joint United Nations Programme on HIV/AIDS (UNAIDS) to say that evaluator competencies are products of their time; as evaluation thinking evolves and social and political contexts change, new perspectives emerge on the skills we need for evaluation

  • The findings suggest that evaluators need an expanding range of competencies, not just technical and interpersonal, but more broadly relational, as well as transformational

  • In the changing world in which development contexts present as complex, open systems with multiple interacting variables and emergence more is needed to ensure that monitoring and evaluation (M&E) is able to support learning and a world that is changing for the better

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Summary

Introduction

BackgroundWhat is the need for another article about evaluator competence? In a special issue of the Canadian Journal of Program Evaluation dedicated to evaluator competence and professionalisation, Podems (2014) quoted Joint United Nations Programme on HIV/AIDS (UNAIDS) to say that evaluator competencies are products of their time; as evaluation thinking evolves and social and political contexts change, new perspectives emerge on the skills we need for evaluation. This article looks at the implications for evaluator competence of complex social–ecological contexts that formed part of the changing world theme in the 2019 conference of the South African Monitoring and Evaluation Association (SAMEA). The growing awareness of climate change, development failures resulting in global poverty and unsafe migrations as well as pandemics like COVID-19 are creating new contexts in which a new look at monitoring and evaluation (M&E) and evaluator competence is required. It is written with a view to informing the education and professional development of evaluation practitioners. It speaks to the kinds of competencies evaluators need today when they work developmentally in complex contexts, Note: Special Collection: SAMEA 7th Biennial Conference 2019. New approaches to M&E mean new skills for the M&E practitioner

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