Guidance Documents

UNEG Norms and Standards for Evaluation (2016)

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Integrating Human Rights and Gender Equality in Evaluations-UNEG

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Basic Terminology and Frameworks for Monitoring and Evaluation

This book is intended to provide the very basics: a concise explanation of the commonly used terms and frameworks in current M&E practice to encourage a common understanding between M&E professionals, policy-makers and program managers alike.

Standards for a Competency-based Approach to Monitoring and Evaluation Curricula & Trainings

This document provides standards for capacity building in monitoring and evaluation
through human resource training. It addresses:
1. the essential competencies for those in M&E leadership positions, covering both
technical and managerial competencies;
2. standards for the development and implementation of M&E curricula/trainings aiming
to improve M&E competencies.

Strategic Guidance for Evaluating HIV Prevention Programmes

This document provides strategic guidance for evaluating the effectiveness of HIV prevention programmes considering issues of programme relevance and appropriateness, reach and coverage, quality, outcome/impact and cost effectiveness.

Guidance on Developing Terms of Reference for HIV Prevention Evaluation

This guidance was developed in response to the need for a simple tools and guidelines
that countries can use to plan and implement rigorous evaluations of AIDS programmes.
The specific objective is to foster a systematic approach to the evaluation of prevention
programmes by focusing on an often overlooked, yet critical step, in evaluation planning:
the preparation of terms of reference (TOR).


Planning Tool for Developing a Digital Library of Monitoring and Evaluation Resources

This Planning Tool provides a checklist of tasks to be conducted and issues to be addressed
prior to and during the development of a digital library.

Guidance on Capacity Building for HIV Monitoring and Evaluation

The purpose of this Guidance is to provide practical advice for national AIDS programmes
that are planning and implementing capacity building activities as part of their effort to
develop a unified and effective national HIV monitoring and evaluation (M&E) system.

Indicator Standards: Operational Guidelines for Selecting Indicators for the HIV Response

These operational guidelines provide detailed information on how to use a tool to assess
the extent to which indicators intended for use in responses to HIV and AIDS meet a
set of internationally-agreed standards.

Twelve Components Monitoring and Evaluation System Strengthening Tool

The instructions provide further clarification about the individual questions in the 12 Components
M&E System Strengthening Tool. They are intended to be used by the facilitator(s)
of a national HIV M&E assessment as well as by individuals and organisations participating
in the assessment. They aim to ensure that everyone understands what is being assessed in
the same way.

Twelve Components of an M&E System Assessment

The purpose of these Guidelines is to provide information on the preparation for and
implementation of an assessment of the national HIV monitoring and evaluation (M&E)
system. It also includes key steps to take after an assessment to facilitate implementation
of M&E system-strengthening activities.

An Introduction to Triangulation

This document is a common-sense introduction to triangulation. It is designed to provide the basic information required to understand the main types of triangulation and to spark further investigation and discussion on the merits of the approach and its applicability in specific situations.

A National Evaluation Agenda for HIV

The use of findings from evaluation studies is essential in guiding an effective and efficient response to the HIV epidemic. Evaluation studies can determine which programmes work and do not work, why this is the case and how to maximize available resources. A national evaluation agenda is more than just a list of prioritized evaluation questions. It is a comprehensive and standards based approach for identifying, developing and implementing HIV
evaluations and using the results to improve programmes. This document addresses the importance of evaluation for public health practice, the contents of a national evaluation agenda and the stakeholders involved, the process to establish a national evaluation agenda and the management structures to support it.

An Introduction to Indicators

Indicators are an essential component of any effective M&E. At the national level, indicators provide technical experts and decision-makers with the data required to effectively manage a country’s response to the AIDS epidemic. At the global level, harmonized indicator sets provide international agencies and organizations with much-needed strategic information to monitor global targets, influence their planning, and allocate resources. This document is an introduction to indicators. It is designed to provide the basic information required to understand the components and the use of indicators in the monitoring and evaluation of the AIDS epidemic and response.






The MERG is an independent global body of experts that lead M&E thinking and provides advice in matters related to M&E of the global AIDS response. Click below for more information on who we are.



The UNAIDS evaluation repository aims to compile, summarize and disseminate available evidence on HIV evaluation in order to inform the global body of knowledge on HIV/AIDS. Click below for more information on the evaluation repository.