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SOUTH AFRICAN QUALIFICATIONS AUTHORITY 
REGISTERED UNIT STANDARD THAT HAS PASSED THE END DATE: 

Integrate monitoring and evaluation approaches and tools into the strategic and operational management process in the public sector 
SAQA US ID UNIT STANDARD TITLE
377899  Integrate monitoring and evaluation approaches and tools into the strategic and operational management process in the public sector 
ORIGINATOR
Task Team - Public Sector 
PRIMARY OR DELEGATED QUALITY ASSURANCE FUNCTIONARY
-  
FIELD SUBFIELD
Field 03 - Business, Commerce and Management Studies Public Administration 
ABET BAND UNIT STANDARD TYPE PRE-2009 NQF LEVEL NQF LEVEL CREDITS
Undefined  Regular  Level 6  NQF Level 06  9 
REGISTRATION STATUS REGISTRATION START DATE REGISTRATION END DATE SAQA DECISION NUMBER
Passed the End Date -
Status was "Reregistered" 		 2018-07-01  2023-06-30  SAQA 06120/18 
LAST DATE FOR ENROLMENT LAST DATE FOR ACHIEVEMENT
2024-06-30   2027-06-30  

In all of the tables in this document, both the pre-2009 NQF Level and the NQF Level is shown. In the text (purpose statements, qualification rules, etc), any references to NQF Levels are to the pre-2009 levels unless specifically stated otherwise.  

This unit standard does not replace any other unit standard and is not replaced by any other unit standard. 

PURPOSE OF THE UNIT STANDARD 
This unit standard will enable learners to demonstrate understanding of how monitoring and evaluation approaches and tools can be integrated with strategic and operational management processes to assess organisation's performance. While it will be useful for employees in the Public Sector it can also be used by, among others, strategic decision makers, monitoring and evaluation specialists, unit heads and external evaluators, as well as to others who are engaged in monitoring and evaluation activities in Non-Governmental Organisations and the Private Sector.

A learner credited with this unit standard will be able to:
  • Analyse the legislative, policy and planning contexts that inform the integration of monitoring and evaluation approaches and tools with the strategic and operational management process.
  • Review periodic and routine data and their sources to generate the environmental analysis for the development of the strategic plan.
  • Evaluate existing and design new indicators for the strategic and operational plans.
  • Assess the data management system.
  • Monitor and evaluate the performance of the organisation against indicators and targets.
  • Report on data that assess the organisational performance against the strategic and operational plans. 
    		•

    LEARNING ASSUMED TO BE IN PLACE AND RECOGNITION OF PRIOR LEARNING 
  • Communication at NQF Level 4.
  • The Unit standard ID 337063 "Demonstrate knowledge and insight into the principles of monitoring and evaluation in assessing organisation and/or programme performance in a specific context". 
    		•

    UNIT STANDARD RANGE 
    N/A 

    Specific Outcomes and Assessment Criteria: 

    SPECIFIC OUTCOME 1 
    Analyse the legislative, policy and planning contexts that inform how the monitoring and evaluation approaches and tools can be integrated into strategic and operational management. 

    ASSESSMENT CRITERIA     

    ASSESSMENT CRITERION 1 
    Legislation and polices relevant to a particular organisational context are identified and understood to ensure compliance. 
    ASSESSMENT CRITERION RANGE 
  • Legislation includes the Public Finance Management Act, Public Service Act and Regulation, Municipal Finance Management Act.
  • Policies include but are not limited to Organisational Mandate, Strategic and Annual Performance Planning Guidelines, Medium Term Strategic Framework, Medium Term Expenditure Framework, Green Paper on Performance Monitoring and Evaluation (Reference: The Presidency: Improving Government Performance: Our Approach; Policy Framework on Government-wide Monitoring and Evaluation, The Presidency).
     
    		•

    ASSESSMENT CRITERION 2 
    Key components of the organisation's strategic management process are identified and aligned to the government planning cycle. 
    ASSESSMENT CRITERION RANGE 
    Key components include but are not limited to policy development, five year strategic plan, the three year medium term expenditure framework, annual performance plans, operational plans, performance agreements, annual financial reports, annual performance reports.
     

    ASSESSMENT CRITERION 3 
    Key elements of results-based planning, budgeting cycle of government, monitoring and evaluation system are identified and a results matrix developed in order to inform strategic and operational management. 
    ASSESSMENT CRITERION RANGE 
    Key elements include, but are not limited to, problem analysis, theory of change, key components of the logic model which include inputs, activities, outputs, outcomes (immediate, intermediate, long term) and impact, indicators, performance targets and baseline data, budget cycle, statements of results.
     

    ASSESSMENT CRITERION 4 
    The roles and responsibilities of different stakeholders in respect of the organisation's performance against the strategic goals, objectives and interventions are mapped to ensure comprehensive responsiveness to legislative, policy and planning contexts. 
    ASSESSMENT CRITERION RANGE 
    Stakeholders include but are not limited to monitoring and evaluation units, programme managers, line managers, accounting officers, cabinet, executive authorities and officials at national, provincial and local levels, public entities.
     

    SPECIFIC OUTCOME 2 
    Review periodic and routine data and their sources to generate the environmental analysis for the development of the strategic plan. 

    ASSESSMENT CRITERIA     

    ASSESSMENT CRITERION 1 
    Diagnostic tools are used to assess the environment. 

    ASSESSMENT CRITERION 2 
    Routine and periodic data are utilised to inform the environmental analysis. 
    ASSESSMENT CRITERION RANGE 
    The environmental analysis includes but is not limited to the national strategic imperatives (state of the nation address, state of the province address, budget vote speech), legislative and organisational mandates, programmatic information.
     

    ASSESSMENT CRITERION 3 
    The results of the environmental analysis are utilised to define the organisational strategic imperatives. 

    ASSESSMENT CRITERION 4 
    The strategic plan and the operational plan are assessed in terms of the alignment between them. 

    ASSESSMENT CRITERION 5 
    The result statement of the strategic and operational plans are assessed for measurability. 

    SPECIFIC OUTCOME 3 
    Evaluate existing and design new indicators for the strategic and operational plans. 

    ASSESSMENT CRITERIA     

    ASSESSMENT CRITERION 1 
    The identified indicators relating to the strategic imperatives are evaluated to determine alignment to the organisation's strategic and operational plans in respect of their relevance, efficiency, effectiveness and economy. 
    ASSESSMENT CRITERION RANGE 
    National and strategic imperatives include, but are not limited to, the 12 strategic outcomes of government with their related outputs, Delivery Agreements, Minister's Priorities, Budget Votes, Estimates of National Expenditure (ENE).
     

    ASSESSMENT CRITERION 2 
    The relationship between the different levels of results and the associated indicators is assessed to ensure the logical cohesion in respect of the strategic imperatives of the organisation. 
    ASSESSMENT CRITERION RANGE 
  • This includes but is not limited to clear objectives, baselines, targets, indicators, inputs, activities, output, outcome, impact.
  • Results are those that are logically linked with indicators at the immediate, intermediate and ultimate outcome(s).
     
    		•

    ASSESSMENT CRITERION 3 
    Existing indicators are evaluated using pre-defined criteria to measure the credibility and integrity of the outputs, outcomes and impacts. 
    ASSESSMENT CRITERION RANGE 
    Criteria to evaluate indicators include, but are not limited to, relevance, reliability, sensitivity, consistency, validity, integrity, efficiency, accuracy, timeliness, accessibility, interpretability, methodological soundness, effectiveness and economy.
     

    ASSESSMENT CRITERION 4 
    New indicators are designed to comprehensively address the organisational strategic imperatives and mandate. 

    SPECIFIC OUTCOME 4 
    Assess the data management system. 
    OUTCOME RANGE 
    The data management system includes processes, tools, procedures, capacity, IT infrastructure, clear roles. 

    ASSESSMENT CRITERIA     

    ASSESSMENT CRITERION 1 
    The data management system is assessed to verify that it meets the technical specifications. 

    ASSESSMENT CRITERION 2 
    The data management system is analysed to assess whether it can capture, store, retrieve and generate reports on the strategic and operational plans. 

    ASSESSMENT CRITERION 3 
    The quantitative and qualitative data are assessed using validation and verification processes and tools. 
    ASSESSMENT CRITERION RANGE 
    Processes and tools include, but are not limited to, South African Statistical Quality Assurance Framework (SASQAF) (Statistics SA), Framework for Managing Programme Performance Information (FMPPI), National Treasury), data quality auditing guidelines, test of reliability and validity.
     

    SPECIFIC OUTCOME 5 
    Monitor and evaluate the performance of the organisation against indicators and targets. 

    ASSESSMENT CRITERIA     

    ASSESSMENT CRITERION 1 
    The accuracy of the reported data is assessed in terms of its alignment to the indicators and the misalignment, if any, is discussed. 

    ASSESSMENT CRITERION 2 
    The risks associated with the indicators are discussed and steps taken to mitigate them are described and applied. 

    ASSESSMENT CRITERION 3 
    The information in reports is analysed to determine the organisation's progress toward strategic outcomes periodically. 

    SPECIFIC OUTCOME 6 
    Report on data that assess the organisational performance against the strategic and operational plans. 

    ASSESSMENT CRITERIA     

    ASSESSMENT CRITERION 1 
    Reported data on organisation's performance are periodically synthesised, analysed and consolidated against objectives. 

    ASSESSMENT CRITERION 2 
    Analytical reports are generated and disseminated according to organisation protocols and procedures. 

    ASSESSMENT CRITERION 3 
    The utilisation and feedback of disseminated reports are assessed to improve results. 


    UNIT STANDARD ACCREDITATION AND MODERATION OPTIONS 
  • An individual wishing to be assessed (including through Recognition of Prior Learning) against this Unit Standard may apply to an assessment agency, assessor or provider institution accredited by the relevant ETQA, or an ETQA that has a Memorandum of Understanding with the relevant ETQA.
  • Anyone assessing a learner against this Unit Standard must be registered as an assessor with the relevant ETQA or with an ETQA that has a Memorandum of Understanding with the relevant ETQA.
  • Any institution offering learning that will enable achievement of this Unit Standard or assessing this Unit Standard must be accredited as a provider with the relevant ETQA or with an ETQA that has a Memorandum of Understanding with the relevant ETQA.
  • Moderation of assessment will be conducted by the relevant ETQA at its discretion. 
    		•

    UNIT STANDARD ESSENTIAL EMBEDDED KNOWLEDGE 
  • Government planning cycles.
  • Strategic and operational management processes within organisations.
  • Monitoring and evaluation systems, approaches, tools.
  • Quality and relevance of data.
  • Effective communication and dissemination of data.
  • Indicator development methods.
  • Data flow.
  • Reporting.
  • Knowledge management.
  • Regulations, legislation, agreements, policies.
    > Constitutional framework.
    > Public Finance Management Act.
    > Public Service Act.
    > Municipal Finance Management Act.
    > National Treasury Regulations.
  • Policies. 
    		•

    UNIT STANDARD DEVELOPMENTAL OUTCOME 
    N/A 

    UNIT STANDARD LINKAGES 
    N/A 


    Critical Cross-field Outcomes (CCFO): 

    UNIT STANDARD CCFO WORKING 
    Work effectively with others as a member of a team, group, organisation, community to:
  • Understand own role in monitoring and evaluation of the strategic and operational management processes.
    >Monitor the performance of the organisation. 
    		•

    UNIT STANDARD CCFO ORGANISING 
    Organise and manage oneself and one's activities responsively and effectively when:
  • Reviewing periodic an routine data and their sources to generate the environmental analysis for the development of the strategic and operational plans.
  • Assessing the data management process to collect quality data to measure implementation of the strategic plan.
  • Monitoring the performance of an organisation against indicators and targets. 
    		•

    UNIT STANDARD CCFO COLLECTING 
    Collect, analyse, organise and critically evaluate information to:
  • Evaluate the integrity and efficacy of indicators in the strategic plan. 
    		•

    UNIT STANDARD CCFO COMMUNICATING 
    Communicate effectively using visual, mathematical and/or language skills in the modes of oral and/or written presentation to:
  • Synthesise monitoring and evaluation data and information.
  • Consolidate, analyse and report on monitoring and evaluation data. 
    		•

    UNIT STANDARD CCFO SCIENCE 
    Use science and technology effectively and critically, showing responsibility towards the environment and the health of others by:
  • Accessing information from electronic sources and using a software presentation package. 
    		•

    UNIT STANDARD CCFO DEMONSTRATING 
    Demonstrate an understanding of the world as a set of related systems by recognising that the problem-solving contexts do not exist in isolation when explaining the alignment of operational plans at different levels to the strategic plans. 

    UNIT STANDARD ASSESSOR CRITERIA 
    N/A 

    REREGISTRATION HISTORY 
    As per the SAQA Board decision/s at that time, this unit standard was Reregistered in 2012; 2015. 

    UNIT STANDARD NOTES 
    N/A 

    QUALIFICATIONS UTILISING THIS UNIT STANDARD: 
      ID QUALIFICATION TITLE PRE-2009 NQF LEVEL NQF LEVEL STATUS END DATE PRIMARY OR DELEGATED QA FUNCTIONARY
    Elective  67460   National Diploma: Public Administration  Level 6  NQF Level 06  Passed the End Date -
    Status was "Reregistered"     		 2023-06-30  As per Learning Programmes recorded against this Qual 


    PROVIDERS CURRENTLY ACCREDITED TO OFFER THIS UNIT STANDARD: 
    This information shows the current accreditations (i.e. those not past their accreditation end dates), and is the most complete record available to SAQA as of today. Some Primary or Delegated Quality Assurance Functionaries have a lag in their recording systems for provider accreditation, in turn leading to a lag in notifying SAQA of all the providers that they have accredited to offer qualifications and unit standards, as well as any extensions to accreditation end dates. The relevant Primary or Delegated Quality Assurance Functionary should be notified if a record appears to be missing from here.
     
    NONE 


    All qualifications and part qualifications registered on the National Qualifications Framework are public property. Thus the only payment that can be made for them is for service and reproduction. It is illegal to sell this material for profit. If the material is reproduced or quoted, the South African Qualifications Authority (SAQA) should be acknowledged as the source.