Europäische Struktur- und Investitionsfonds
Interactive Workshop |
25.03.2020 - 26.03.2020 |
Milan |
Sprache: englisch

Indicators, Monitoring and Evaluation in ESIF Programme and Project Management (2020)

During this interactive workshop you will learn in practice which indicators exist, how to use them, what are the monitoring requirements and systems, which evaluation approaches exist and how to implement them. You will also learn how to procure evaluation services and how to check the results. Finally you will get acquainted with the auditor´s prospective to monitoring and evaluation.



Monitoring and evaluation is an essential part of management and implementation of European Structural and Investment Funds. The European Union legislation in the programming period 2014-2020 puts a stronger emphasis on monitoring and evaluation than ever before. Join our interactive workshop on Indicators, Monitoring and Evaluation of ESIF Programmes and Projects and get knowledge about:

  • Which obligations do involved authorities have regarding monitoring and evaluation during management and implementation of Operational Programmes and ESIF projects inside OPs?
  • Which indicators exist, what are their role and implications for the project cycle?
  • Which monitoring systems and IT systems exist in order to collect, process and assess data?
  • Which data has to be assessed for the respective evaluation?
  • Which evaluation activities can be conducted internally and which have to be outsourced?
  • How to write terms of reference and procurement of evaluation services?
  • How to manage and steer the work of external evaluation experts?
  • What is the role of process and impact evaluation?
  • What are the most appropriate evaluation methodologies and for which type of operations do they apply?
  • How can beneficiaries reach targets and contribute to the collection of data?
  • What are the reporting responsibilities of the beneficiaries?
  • What should beneficiaries be aware of regarding the control and audit activities of Managing and Audit Authority?
  • How can an Audit Authority include the auditing of indicators and performance in an Audit Strategy?

Workshop Material – No need to miss anything!

If you are unable to make it to the workshop you may want to order a copy of the printed material including the access data to all presentations shown during the events. The price is € 199,- (each, excl. of VAT).
If interested, please contact Enrica Corpace.


This two-day intensive workshop focuses on the following topics:

  • Monitoring and Evaluation (M&E) Framework in the current programming period
  • Consequences of Mid-term evaluation of 2018 and  outlook into ex post evaluation
  • Indicators: how to select, use and implement them
  • Practical exercise on how to define indicators for a specific project/programme and which thresholds have to be met
  • Monitoring: requirements, obligations, systems
  • Collection, processing and assessment of data
  • Best case describing monitoring process through the life cycle of a real life project
  • Assignment of evaluation to external services
  • Writing Terms of Reference and procurement of evaluation services
  • Implementation of evaluation plan
  • Process evaluation and impact evaluation (theory based vs. counterfactual evaluation)
  • Audit of performance data – new responsibility of audit authorities
  • Performance Audit – perspective from the European Court of Auditors

Who should participate?

  • Representatives from public authorities in charge of management, control, monitoring and evaluation of ESI Funds, especially from:

– Managing Authorities
– Audit Authorities
– Intermediate Bodies
– Regional and local authorities
– Court of Auditors

  • External evaluators
  • Beneficiaries of EU funded projects, i.e.: Private and public companies, associations, research institutes
  • Bodies working in European Territorial Cooperation
  • Public and private banks and other financial intermediaries
  • International, national and local associations and networks
  • Consultants and lawyers specialised on ESI Funds

Tag 1: Mittwoch, 25. März | 08:30 - 17:00


Registration & Welcome Coffee


Welcome note by Lexxion and Chair, Introduction Round

Session I: Monitoring and Evaluation (M&E) Framework in the Programming Period 2014-2020 and Outlook into 2021-2027


Monitoring and Evaluation (M&E) Framework

  • Legal framework of M&E system
  • Role and significance of M&E for Operational Programmes
  • Stakeholders involved and share of obligations
  • Relevant terminology: input, activities, outputs, results, impact
  • Consequences of Mid-term evaluation of 2018 and outlook into ex post evaluation

Coffee Break

Session II: Indicators


Indicators – a Tool to Strengthen the Result Orientation

  • The role and selection of indicators: Successful measurement of results and its limits
  • Which indicators exist and how to use them?
  • Selection and implementation of result indicators
  • Use of indicators for different levels of implementation: OPs to priority axes/single projects
  • Measurement and verification of indicators



Practical Group Exercise

Practical group exercise on how to select and define indicators for a specific project/programme and which thresholds have to be met. Participants will work in groups. Each group will get a project or a programme axis and will define indicators for future evaluations.

Session III: Monitoring


Monitoring in Practice

(incl. Coffee Break)

  • Monitoring requirements and obligations
  • Monitoring systems and IT systems
  • Collection, processing and assessment of data (which data)
  • Data collection tools
  • Monitoring through life cycle of the project
  • Measurement and verification of indicators

Best Practice

Practical example on monitoring process through the life cycle of a specific project. Speaker will introduce a real-life project/programme axis  and discuss with participants monitoring process through the whole life cycle of the project/programme axis: difficulties, obstacles, challenges.

End of Day 1

Tag 2: Donnerstag, 26. März | 08:00 - 16:00

Session IV: Evaluation


Evaluation in Practice – Step-by-Step Perspective

  • Which activities can be conducted inhouse and which external
  • Contracting out and cooperation with independent external evaluators: What needs to be considered?
  • Drafting Terms of Reference
  • Use of evaluation results
  • ESIF real-life ToR examples

How to Implement Evaluation Plan?

  • The role of Evaluation Plan
  • Which evaluation method apply for which type of operation?
  • How to cope with difficulties?
  • Examination of amendment of evaluation plan

Methodological Approaches in Evaluation of ESI Funds in 2014-2020 Programing Perspective

(incl. coffee break at 10:00-10:30)

Theory based impact evaluation

  • What is „theory“ in theory based impact evaluation
  • Foundations of causal inference in theory based impact evaluation
  • Good practice examples

Counterfactual impact evaluation (CIE) – What is it?

  • Random Control Trial as a “golden standard” for analysis of intervention effects
  • Quasi experimental methods as a substitute of Random Control Trial
  • Data requirements – precondition for counterfactual impact evaluation
  • Good practice examples

Processe evaluation of ESIF implementation

  • How process evaluation helps you to increase programme efficiency
  • What aspects of implementation process are worth to be evaluated
  • Good practice examples

Writing Terms of Reference and Procurement of Evaluation Services in ESIF

  • Use your new knowledge of methods and write your own Terms of Reference for ESIF evaluation
  • Tips and tricks in procurement of evaluation services


Session V: Auditor’s Perspective to Monitoring and Evaluation


Audit of Performance Data – New Responsibility of Audit Authorities

  • System audits on performance data reliability
  • Audits of operations with regard to indicators
  • Verification of management declaration
  • Audit opinion: formation and considering fulfilment of indicators
  • Results of the first audits of performance data

Coffee Break


Performance Audit – Perspective from the European Court of Auditors

Performance Audit

  • Different types of audit: Financial, compliance and performance audits
  • Performance audit concepts
  • Performance audit approaches and methodologies; similarities and differences versus evaluation
  • Typical findings from Performance audits in ESIF

Best Practice:
Performance auditing in practice – a ‚real life‘ performance audit

  • Results from an audit in the energy policy sector

End of the Workshop and Distribution of Certificates

*Programme may be subject to change.



Exclusive Venue in the Centre of Milan

Milan, Italien
Lade Karte....

Hotel(s) in der Nähe


Interactive Workshop | 25.03.2020 - 26.03.2020 | Milan | Sprache: englisch

Reduzierte Teilnahmegebühr für Angehörige einer Hochschule/Behörde: € 1.240,- (exkl. USt)
Reguläre Teilnahmegebühr: € 1.640,- (exkl. USt)

22% USt (Italien) wird zusätzlich berechnet.

Die Anzahl der Teilnehmer ist begrenzt.

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Ticket-Typ Preis Plätze
Indicators, Monitoring and Evaluation in ESIF Programme and Project Management (2020)
Regular fee / Reguläre Teilnahmegebühr
Indicators, Monitoring and Evaluation in ESIF Programme and Project Management (2020)
Reduced fee for public authorities / Reduzierte Teilnahmegebühr für Angehörige einer Hochschule/Behörde



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