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How to write a MEL plan that works in practice

5 min read

Article cover with a deep blue side panel holding the Edit Right globe logo and a simple MEL Map graphic, beside the title "How to write a MEL plan that works in practice" and editright.io.
Graphic: Edit Right Advisors

A monitoring, evaluation, and learning (MEL) plan sets out how a program will track results, check its data, judge what worked, and use the findings. A plan that works in practice connects seven parts, from results logic to learning, and ties every one of them to the decisions leaders face.

Many organizations have a MEL plan. Fewer have one that their staff use. The plan often grows piece by piece, with indicators in one file, tools in another, and no link to the decisions they should inform. When a midterm review arrives, baselines are missing, indicators have been measured three different ways, and the report is assembled under pressure.

Why MEL plans fail in practice

A MEL plan usually fails for one of three reasons. It was written for the funder, not for the team. Its parts were built separately and do not connect. Or it has no owner, budget, or calendar, so it drifts after the first quarter.

The fix is structural. Each part of the plan should feed the next, and the whole plan should point at the decisions the evidence must inform. Funders notice the difference, because they can see how results will be measured, checked, and reported.

The seven parts of a MEL plan

At Edit Right Advisors, we build MEL plans with MEL Map, the MEL plan model in our Learning Loop framework. It sets out seven connected parts, with management decisions at the top.

1. Results logic

Start from the theory of change and results framework the plan will measure. If the program logic is unclear, fix it first. Every indicator should trace back to a result in this logic.

2. Measurement plan

Define each indicator with its definition, baseline, target, and data source. The best tool here is an indicator reference sheet. It is a short record of each indicator’s definition, data source, method, frequency, baseline, and target, so everyone measures it the same way.

3. Data collection and management

Describe the tools, the frequency of collection, the data flow from field to report, and where data is stored. Keep the tools as simple as the indicators allow. Every extra question costs staff and participants time.

4. Data quality

Explain how data will be checked before it is used. Name who checks it, how often, and against what. Our Data Diamond model carries out this part, testing data for validity, reliability, precision, integrity, completeness, and timeliness.

5. Analysis and evaluation

Explain how data will be analyzed and when evaluations will take place. State the evaluation questions early. If an external evaluation is planned, the baseline and monitoring data must be ready for it.

6. Reporting and communication

Set out what is reported, to whom, and when. Include internal audiences, such as the board and program staff, as well as the funder. A reporting calendar prevents the end-of-quarter scramble.

7. Learning and adaptation

Describe how findings will be discussed and used. Plan reflection sessions with dates, and name who will attend and decide. Our Learning Ladder model carries out this part.

The standards that apply to every part

A MEL plan also needs cross-cutting standards that apply to all seven parts. In MEL Map, these are ethics, safeguarding, equity and inclusion, data governance, resources, and accountability.

Two of these deserve extra attention. For equity and inclusion, plan to disaggregate data. The UN global indicator framework for the Sustainable Development Goals addresses this directly. It states that indicators should be disaggregated, where relevant, by income, sex, age, race, ethnicity, migratory status, disability, and geographic location (UN General Assembly, A/RES/71/313). For accountability, the Core Humanitarian Standard on Quality and Accountability sets commitments on how organizations engage with and answer to the people they serve (CHS).

Resources are the standard most often missed. A plan without staff time, budget lines, and a named owner is a wish, not a plan.

Size the plan to the program

A small organization does not need the MEL plan of a multicountry program. It needs a light, usable version: a few well-defined indicators, simple tools, one quality check per reporting period, and a regular reflection meeting. A large program needs the full structure, mapped to the funder’s template where one applies.

The test is the same at any size. Can a new staff member pick up the plan and measure each indicator the same way as the last person did? If not, the plan needs more definition, not more indicators.

How to check your current plan

Use these questions to review the MEL plan you already have:

  • Does every indicator trace to a result in the theory of change or results framework?
  • Does every indicator have a reference sheet with a baseline and a target?
  • Is there a named owner and a date for each data quality check?
  • Does the reporting calendar include internal audiences as well as the funder?
  • Are reflection sessions scheduled, and are decisions from them recorded?

A “no” to any of these questions points to the part of the plan to strengthen first.

Frequently asked questions

What is an indicator reference sheet?

It is a short record for each indicator that sets out its definition, data source, method, frequency, baseline, and target, so everyone measures it the same way.

Do small organizations need a MEL system?

Yes, sized to the program. A small organization gets a light, usable version, and a large program gets the full structure. You can also start from your existing MEL plan and strengthen the parts that need it most.

What is the difference between MEL and monitoring and evaluation?

Monitoring and evaluation tracks results and judges what worked. MEL adds learning: a planned way to use the findings to change decisions while the program runs.

Talk it through

MEL Map is part of SS-03 Monitoring, Evaluation, and Learning (MEL), delivered through Learning Loop. Wondering whether your MEL system would hold up to a funder’s questions? Book a free call. We will talk through what you have and where a small change would make the biggest difference. You can also reach us at hello@editright.io or +1 314 998 0221.

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