Open-Source Solutions for M&E Training Course

Open-Source Solutions for M&E Training Course

Introduction

In today’s data-driven development landscape, leveraging open-source solutions for Monitoring and Evaluation (M&E) has become critical for organizations seeking cost-effective, scalable, and customizable systems. Open-Source Solutions for M&E Training Course equips participants with practical skills to harness innovative digital tools, real-time data analytics, and automated reporting frameworks. By integrating open-source platforms such as DHIS2, KoboToolbox, and ODK, learners will enhance their capacity to design, implement, and manage M&E systems that are efficient, transparent, and adaptive to changing program needs. Participants will gain hands-on experience in data collection, management, visualization, and decision-making using freely available software solutions.

This course emphasizes the importance of technology-driven M&E, providing participants with the knowledge to optimize workflows, ensure data quality, and facilitate evidence-based decision-making. Through interactive sessions, case studies, and collaborative exercises, learners will understand how open-source M&E tools can improve program accountability, sustainability, and impact measurement. By the end of the training, participants will be proficient in configuring open-source systems, conducting analyses, generating actionable insights, and applying best practices to drive organizational performance and donor confidence.

Course Duration

5 days

Course Objectives

1. Understand the fundamentals of open-source M&E systems and their advantages.
2. Explore cost-effective digital tools for data collection and analysis.
3. Gain proficiency in DHIS2, KoboToolbox, and ODK implementation.
4. Learn customization and configuration of open-source platforms for diverse programs.
5. Apply real-time data monitoring to enhance program performance.
6. Integrate data visualization techniques for actionable insights.
7. Ensure data quality, integrity, and security in open-source systems.
8. Develop automated reporting frameworks for decision-making.
9. Understand interoperability and API integration with other digital systems.
10. Conduct program evaluations using open-source platforms.
11. Utilize mobile and cloud-based solutions for remote M&E operations.
12. Implement best practices for open-source adoption and sustainability.
13. Analyze case studies on successful M&E digital transformation.

Target Audience

1. M&E Officers and Specialists
2. Program Managers and Coordinators
3. Data Analysts and IT Professionals in Development Programs
4. Monitoring and Reporting Consultants
5. Policy and Decision Makers in Government and NGOs
6. Project Evaluators and Impact Assessment Professionals
7. Digital Transformation Leads in NGOs and Development Agencies
8. Researchers and Academics in M&E Systems

Course Modules

Module 1: Introduction to Open-Source M&E Systems

• Overview of open-source M&E landscape
• Benefits vs proprietary systems
• Key platforms: DHIS2, KoboToolbox, ODK
• Open-source licensing and sustainability
• Case study: UNICEF’s implementation of DHIS2

Module 2: Data Collection and Management

• Designing digital forms and surveys
• Mobile data collection techniques
• Offline and online data capture
• Ensuring data accuracy and consistency
• Case study: KoboToolbox in humanitarian response programs

Module 3: Customization and Configuration

• Configuring DHIS2 dashboards and modules
• Custom field creation in ODK forms
• User role management and permissions
• Integrating multiple data sources
• Case study: Ministry of Health M&E system customization

Module 4: Data Analysis and Visualization

• Using analytics tools for program insights
• Creating interactive dashboards
• Trend analysis and performance tracking
• Geospatial mapping in M&E
• Case study: Open-source GIS for malaria tracking

Module 5: Automated Reporting and Decision Support

• Automating periodic reports
• KPI monitoring and alert systems
• Linking data to decision-making processes
• Visualization for stakeholder communication
• Case study: Automated reporting in education programs

Module 6: Data Quality, Security, and Ethics

• Data validation rules and checks
• Data encryption and security best practices
• Ethical considerations in digital M&E
• Backup and disaster recovery planning
• Case study: Ethical data collection in refugee programs

Module 7: Interoperability and Integration

• API integration with other digital platforms
• Linking M&E systems to donor reporting portals
• Import/export of datasets
• Synchronizing data across multiple locations
• Case study: DHIS2 integration with national health systems

Module 8: Open-Source M&E Best Practices and Future Trends

• Adoption strategies for open-source systems
• Maintaining and scaling systems sustainably
• Emerging tools and technologies
• Lessons learned from global case studies
• Case study: Digital transformation in African NGOs

Training Methodology

This course employs a participatory and hands-on approach to ensure practical learning, including:

• Interactive lectures and presentations.
• Group discussions and brainstorming sessions.
• Hands-on exercises using real-world datasets.
• Role-playing and scenario-based simulations.
• Analysis of case studies to bridge theory and practice.
• Peer-to-peer learning and networking.
• Expert-led Q&A sessions.
• Continuous feedback and personalized guidance.

Register as a group from 3 participants for a Discount

Send us an email: info@datastatresearch.org or call +254724527104 

Certification

Upon successful completion of this training, participants will be issued with a globally- recognized certificate.

Tailor-Made Course

 We also offer tailor-made courses based on your needs.

Key Notes

a. The participant must be conversant with English.

b. Upon completion of training the participant will be issued with an Authorized Training Certificate

c. Course duration is flexible and the contents can be modified to fit any number of days.

d. The course fee includes facilitation training materials, 2 coffee breaks, buffet lunch and A Certificate upon successful completion of Training.

e. One-year post-training support Consultation and Coaching provided after the course.

f. Payment should be done at least a week before commence of the training, to DATASTAT CONSULTANCY LTD account, as indicated in the invoice so as to enable us prepare better for you.