The MEL Starter Pack is intended to provide USAID/Jordan Implementing Partners (IPs) with the necessary guidance, information, tools, templates, and examples to conduct and enhance monitoring, evaluation, and learning for activities and projects. The Starter Pack is divided into 4 components that include (1) General Resources, (2) Performance Monitoring Resources (which include subsections on Activity MEL Plans, PIRS, DQAs, Reports, and Knowledge Management Systems), (3) Evaluation Resources, and (4) Learning Resources. Partner’s should always check USAID.gov to ensure they are consulting the most up-to-date guidance.
By law, programs, projects, activities, public communications, and commodities funded under the authority of Section 641 of the Foreign Assistance Act of 1961, as amended (FAA) and the annual appropriations acts must be identified appropriately overseas as American aid. Consistent with this statutory requirement, the U.S. Agency for International Development (USAID) mandates that all the Agency’s assistance be identified as American aid, except in rare circumstances, as noted below. Identifying assistance as American aid is critical to achieve the foreign-policy objectives of the United States and appropriately provides credit to U.S. taxpayers, who generously fund foreign assistance.
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This Style Guide sets forth the general rules the Office of the Executive Secretariat (ES) of the
U.S. Agency for International Development (USAID) follows in editing documents.
All USAID documents, internal and external, will adhere to this Style Guide. The drafter is
responsible for learning and following its rules to ensure consistency in all USAID written
products and messages. Adherence to the Style Guide will also reduce errors and strengthen
USAID’s ability to communicate our vital mission to the world. ES will return materials that
do not adhere to the Style Guide to the drafter for revision.
When the guidelines set forth in this Style Guide contradict the document-specific guidelines
found on the ES website, the document-specific guidelines prevail.
This Style Guide is based on the Chicago Manual of Style (CMS), 17th edition, and
Merriam-Webster, online edition.
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Updated Graphic Standards Manual and Partner Co-Branding Guide as of 2016
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This How-To Note supplements ADS 184.108.40.206, provides an overview of what is typically included in an Activity Monitoring, Evaluation, and Learning (MEL) Plan, and outlines practical steps for developing, reviewing, and managing one. The primary audience includes Contracting Officer’s Representatives (CORs) / Agreement Officer’s Representatives (AORs) and implementing partners. Additional users of this Note include monitoring and evaluation points of contact (M&E POCs) in Mission technical or program offices, and learning advisors where they exist.
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This document is designed to give USAID/Jordan IPs a template to follow when developing their Activity MEL Plans. Please note that, as there is no official format for partners to use when submitting their Activity MEL Plans to USAID, you are not currently contractually required to follow this template. However, at some point in the future, the Jordan Mission may mandate the use of this or another similar template. The purpose of this template is to help USAID and its implementing partners ensure that the Activity MEL Plans meet the standards of ADS 201
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Activity MEL Plan Sample
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Activity PIRS Template V2 guidance
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This resource supplements ADS 220.127.116.11. It provides an overview of performance indicator requirements and outlines practical steps and considerations for selecting performance indicators. The primary audience includes CORs/AORs/GATRs, Project Managers, Monitoring and Evaluation Specialists, and Activity Managers.
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This resource complements ADS 201 by providing a set of criteria against which to compare indicators when selecting performance indicators for measuring expected outputs and outcomes of strategies, projects, or activities.
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In fiscal year 2016 the State Department Office of U.S. Foreign Assistance Resources (State/F), in concert with stakeholders from State and USAID, updated a series of standard foreign assistance indicators to promote the collection of consistent data across Operating Units. The indicators are mapped to the Foreign Assistance Framework Standardized Program Structure and Definitions (SPSD), a listing of program categories that provides common definitions for the use of foreign assistance funds, around which the majority of U.S. foreign assistance programming is organized. Standard foreign assistance indicators are required as applicable.
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PIRS Sample (page 31)
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This How-To Note supplements ADS 18.104.22.168. It provides guidance about how to conduct a Data Quality Assessment (DQA). High-quality monitoring indicator data are the cornerstone for evidence-based decision making and builds confidence in our programs. The primary audience includes the Program Office, Monitoring and Evaluation (M&E) Specialists, Contracting Officer’s Representatives (CORs) / Agreement Officer’s Representatives (AORs) / Government Agreement Technical Representatives (GATRs), implementing partners (IPs), third party M&E support contracts, and others who may be involved with a DQA.
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The DQA checklist includes a summary of all data quality issues found, the significance of these and recommendations for addressing the findings. The report can also include important areas of strength in IP data quality controls and M&E systems if so desired. A plan of action for addressing the weaknesses and/or explaining why the weaknesses cannot be addressed should be made by the IP and included as an annex to the report. The DQ Assessor and IP should agree on a follow-up date for reassessment.
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Data Quality Assessment (DQA) Checklist used by USAID/Jordan
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This module is for organizations with limited or no experience working with USAID. It can also
strengthen your activity documentation and reporting practices.
In this module, you will:
● Learn how reporting supports good activity management;
● Understand what should be in a progress report.
● Learn best practices for preparing reports; and
● Discover how reporting is key to your relationship with USAID.
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Monitoring and Evaluation Support Project (MESP) supported the Program Office (PRO) at the Mission to develop a proposed template to help guide Implementing Partners (IPs) in developing their Quarterly Reports (QRs). As with the Mission’s Activity M&E Plan template, the QR template is not intended to be a mandated format for reports. Instead, it is meant to provide guidance on how IPs may want to structure their reports in order to improve the transfer of information in key areas between the activity, Mission managers, and other stakeholders.
As part of the development of the template, feedback and suggestions from IPs were used to shape the recommended content and format as well as the specific guidance for the template’s use. In so doing, the template is structured to standardize reporting trends across activities, sector and IPs, and includes certain sections that can be adapted or omitted to best meet Activity and reporting needs.
The template is intended to be a useful starting point in meeting USAID reporting standards by providing specific guidance designed to clarify reporting expectations and purposes, while more effectively supporting IPs to share the successes, challenges, and progress of their Activity during the quarter.
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Quarterly Report Sample
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Annual Report Sample
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DevResults and How to Use It
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DevResults Enter Direct Entry Data
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DevResults Data Submission and Approval manual
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This document provides an overview of USAID/Jordan Knowledge Management Portal (KaMP). It covers the main functionalities, benefits, ans uses of the portal (Arabic version). For more information on how to get started as a KaMP user refer to the KaMP Quick Guide.
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This document provides an overview of USAID/Jordan Knowledge Management Portal (KaMP). It covers the main functionalities, benefits, ans uses of the portal. For more information on how to get started as a KaMP user refer to the KaMP Quick Guide.
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Quick Guide to using KaMP - Public Use (Arabic)
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This quick guide provides step by step guidance on using KaMP’s features, how to register, how to upload resources, how to build collections and how to search for resources most effectively.
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Jordan Development Knowledge Management Portal (KaMP); an online platform is used to access ,share and host development data and information about Jordan.
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MESP in collaboration with PRO designed a template for GIS data collection, IPs are requested to complete this template with geographic coordinates and corresponding activity-level details as applicable to their activities for each of the categories i) Grants, ii) Infrastructure, and iii) Training and Capacity Building.
The template is integrated into DevResults. IPs are requested to update their GIS data through the system quarterly. This file includes the guidelines are to be followed by IPs during GIS data submissions.
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This policy update reflects the comments and feedback of numerous USAID colleagues in the field and in Washington, as well as
the broader development and evaluation community. We thank those who have generously shared their experiences and
challenges in implementing the USAID Evaluation Policy over the past five years. This update also relies heavily on the pioneering
work of the Evaluation Policy Task Team responsible for the initial development of the USAID Evaluation Policy in 2011.
– October 2016
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This Note supplements USAID’s Automated Directives System (ADS) 201 and provides current good practice in preparing evaluation reports, the main deliverable for most evaluations. Following these practices will help to establish clear expectations for evaluation reports during the preparation of evaluation statements of work and the in-briefing of the evaluation team. These practices also serve as a guide for reviewing the quality of draft evaluation reports submitted by the evaluation team. This Note is also a resource for USAID partners and independent evaluators of USAID strategies, projects, and activities. An evaluation report template and sample evaluation report covers are available as additional resources.
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Evaluation Report Template
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This report presents the findings, conclusions, and recommendations of a mid-term evaluation of Beyond Capital (BC), a non-profit Investment Management Company domiciled in Amman, Jordan. BC’s mission is to close the pre-seed/seed capital financing gap faced by Jordanian start-ups that have graduated from an accelerator. Effectively, the Evaluation Team (ET) views BC as a start-up business, attempting to gain market traction for its three Pillars pilot activities.
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Although collaborating, learning, and adapting (CLA) are not new to USAID, they often do not happen regularly or
systematically and are not intentionally resourced. The CLA framework above identifies components and subcomponents to
help you think more deliberately about what approach to CLA might be best tailored to your organizational or project
context. The framework recognizes the diversity of what CLA can look like in various organizations and projects while also
giving CLA structure, clarity, and coherence across two key dimensions:
CLA in the Program Cycle: how CLA is incorporated throughout Program Cycle processes, including strategy, project,
and activity design and implementation; and
Enabling Conditions: how an organization’s culture, business processes, and resource allocation support CLA integration.
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Collaborating, Learning, and Adapting (CLA) involves strategic collaboration, continuous learning, and adaptive management. CLA approaches to development include collaborating intentionally with stakeholders to share knowledge and reduce duplication of effort, learning systematically by drawing on evidence from a variety of sources and taking time to reflect on implementation, and applying learning by adapting intentionally. Strategic collaboration, continuous learning, and adaptive management connect all components of the Program Cycle. CLA can help USAID program in a way that is coordinated, grounded in evidence, and adjusted as necessary.
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A learning agenda includes a (1) set of questions addressing the critical knowledge gaps impeding informed design and implementation decisions and (2) plans for learning activities to help answer those questions.
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This checklist is intended for use by USAID and implementing partner staff when developing or reviewing learning questions during monitoring, evaluation, and learning (MEL) planning processes (i.e., USAID Performance Monitoring Plan and Project MEL plan development or implementing partner Activity MEL plan development). You can use this checklist to assess the appropriateness of each learning question based on utility, focus, feasibility, and inclusivity. For more on learning questions and MEL, see also the USAID Collaborating, Learning, and Adapting Toolkit section on Learning Agendas and M&E for Learning, the USAID Monitoring Toolkit, and the USAID Evaluation Toolkit.
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ADS 579 USAID Development Data establishes the requirements governing USAID’s development data lifecycle from collecting data to making it accessible. To fulfill the requirements of ADS 579 and promote best practice geographic data collection and management, this document defines standards and procedures that apply to geographic data commonly associated with planning, managing, and implementing USAID development programming.
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CLA Plan Template
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This self-paced training series answers some of the most frequently asked questions about working with USAID. You will find practical tips and concrete examples on a variety of topics such as researching potential funding opportunities, creating a proposal or an application, and building a budget and monitoring and evaluation plan.
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