Topic 10 Project Evaluation




Evaluation means to assess, so in the context of project evaluation, we are looking at an assessment of the project during the course of implementation. It is an interim assessment at major milestone. When evaluations are carried out on major milestone, project managers are able to steer the project in the right direction. Evaluations also allowed project managers to compare if the project is progressing according to plan activities and if objectives are achieved.

Project Evaluation Objectives
1.      To verify if the progress of project implementation is as planned and to take corrective measures if the project lags behind the schedule.

2.      To ascertain whether the actual costs are within the budgeted costs at the different stages implementation and to take steps to contain costs if the actual costs escalate over the budgeted costs.

3.      To ensure that the quality standards of the project are reached without any compromise.

4.      To identify any unexpected problem areas and to plan for managing such situations appropriately.(socio-cultural factors, political/legal factors)

5.      To appraise the clients about the progress of the project and to keep them informed about the project status.

6.      To bring about overall improvement in project performances.

7.      To watch whether the project objectives are met and to suggest corrective measures if the objectives are found to get defeated.

8.      To give confidence to the project team members and to reassure the organization’s commitment to the project.

Evaluation Methods
Smaller projects may be evaluated by direct observation and by getting first-hand information from field staff, specialists and others connected with the project implementation. Evaluation can be done through periodic written reports, especially when it is a large project. Written reports may be supplemented by charts, graphs and images etc.

Post Project Evaluation (Post Audit) – Post project evaluation is also known as Post Audit or Post Completion Audit. It is an evaluation of the project after its completion. After a project is completed, project audit is carried out to access the actual project cost and the actual time taken for project completion. Post Evaluation on public projects also makes assessment of the actual social cost benefit factors and the extent up to whether project has achieved it goals or objectives.

Objectives of Post Audit
·         Gained new knowledge and experience (Building up Information Base)
·         Deviations for future Control measures. (Education on Project Management)
·         Financial costs can be realistically measured. (Establishing correct cost/time relationship
·         Create appropriate standards and techniques for future projects.
·         Build better understanding and coordination of activities for future performances.

Phases of Post Audit
Post audit is carried out in two phases; immediately after the completion of the project and after the lapse of sometime, two to three years since the completion of the project.

Immediately after the project completion;
1.      For studying the differences between the actual project cost and the estimated project cost.

2.      For studying the differences between the actual time taken for the project implementation and the estimated time.

3.      For locating the areas that have contributed to the variances in project cost and time.

4.      For identifying the reasons for such variances, classifying them into avoidable and unavoidable variances.

5.      For analysing the steps that could have been taken to avoid the avoidable variances.

After Lapse of two or three years;
1.      For studying whether the product goals and objectives are achieved.

2.      For knowing whether the project produces products of acceptable quality.

3.      For knowing whether the estimated output is achieved.

4.      For knowing whether the product is accepted by the market and whether the production volume is commensurate with the market share planned to achieve.

The stages taken to carry out post evaluation audit whether immediately or after two or three years are to identify any shortfall and other grey areas and to come up with corrective measures for future projects.

Types of Post Audit (Nagarajan, 2008)

Technical Evaluation or Technical Audit – refers to evaluation of quality and quantity of production; the operating costs in production etc. A comparison of these factors is done between what is presented in the feasibility report/detailed project report and what has been the actual achievement.

Financial Evaluation or Financial Audit – Financial projections/estimates are made at the time of the project appraisal as to the project cost under various heads, operating costs of the project, maintenance costs, profitability estimates, cash-flow and fund-flow estimates, sources and application of funds for the project etc. Financial evaluation is done to verify whether the actual project cost, operating costs, profitability, cash/fund flow etc., are as per the estimates and projections made at the time of appraisal.

Economic Evaluation or Economic Audit – Economic Evaluation is the most difficult to make since it involves many subjective aspects which are difficult to be quantified. According to Nagarajan, 2008, Evaluator should have an eye for identifying the social costs and benefits of the project. Economic evaluation is more relevant for public sector and community development project since such projects are undertaken with social objectives in mind apart from financial and other objectives.

Agencies for Project Audit 
In Papua New Guinea, the National Planning and Monitoring Department is the government body that monitors and carry out evaluation on public sector projects. The implementing departments such as the Department of Works also ensure the public projects meets the statutory requirements and guidelines and also carry out certification and verifications of completed projects in the country. In PNG, there is also the Auditor General Office that carry out audit on public sector projects.

   Specimen Project Evaluation Form
Name of the Project:………………………………………………………………………..
Audit Done By:                                                                      Date of Audit:………………
Period of Audit:          From:   …………………                    to:……………………………
Evaluation: (Tick √ which is applicable):

Progress of Implementation

Budget vs. Actual Expenditure

Quality Aspect of Project

___Proceeding as per target
___Proceeding ahead of target
___Lags behind target


___Expenditure is as per budget
___Expenditure is below budget
___Expenditure is above budget

___As planned
___Better than planned
___Worse than planned
If lags behind target; Reasons thereof:




If expenditure is above target, reasons thereof:
If quality is worse than planned, reasons thereof;
Corrective Steps to be taken to overcome the above:




Corrective steps to be taken to overcome the above;
Corrective steps to be  taken to overcome the above;
Problems anticipated, if any that may delay implementation;





Problems anticipated. If any that may increase expenditure:
Problems anticipated in future if any, that may affect quality;
Precaution to avoid the Above






Precautions to avoid the above
Precautions to avoid the above:

Changes experienced, if any in business climate:
Changes/modification needed in project objectives in view of the above:
Additional/Unanticipated problems that project came across:
Comments:


Source: Project Management 3rd Edition; K. Nagarajan (2008) New Age  

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