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Derek Poate
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Derek Poate View all ITAD consultants

Derek Poate is a Director at ITAD and has acted as team leader and project director for a number of international development assignments, dealing primarily with renewable natural resources and sustainable development. He is a recognised M&E and performance assessment specialist. Recent work undertaken by Derek includes leading the Independent External Evaluation of IFAD, a large scale evaluation of UNAIDS, acting as Study Director of an evaluation of the Sustainable Development Agreements for the Netherlands Ministry of Foreign Affairs and as Team Leader for an Impact Assessment of the World Bank's Village Level Participatory Approach. Mr Poate has worked with the Agriculture and Rural Development Department of the World Bank on their Rural Development Strategy and has carried out numerous long and short-term technical inputs in the developing world and transitional economies. Mr Poate has substantial experience in the evaluation of institutional development, the work of multilateral, bilateral and national institutions, and the United Nations system. His main professional interest is developing evaluation capacity at national level.

  • Evaluation of development institutions and programmes

  • Aid management and portfolio performance assessment

  • Results-based management

  • Monitoring and evaluation

  • Quantitative statistical surveys

  • Qualitative and participatory planning and assessment

  • Reporting systems and MIS design

  • Institutional assessment and governance
Nationality  British
Languages English
Country Experience ArgentinaBangladeshBeninBrazilChile
EgyptEthiopiaGhanaIndiaJamaica
KenyaMalawiMongoliaNamibiaNepal
NigeriaPakistanPapua New GuineaRussiaRwanda
SomaliaSouth AfricaSudanTanzaniaUkraine
Viet NamZambia

Qualifications
1978 - 1979 MSc Agricultural Economics
Oxford University
1973 - 1976 BSc Hons Agriculture with Agricultural Economics
University College of North Wales, Bangor

Employment
December 1984 - July 2005 Director
ITAD and ITAD~Water Ltd
 
August 1981 - December 1984 Chief Evaluation Officer
Agricultural Projects Monitoring, Evaluation and Planning Unit (APMEPU), Federal Department of Rural Development, Nigeria
 
August 1979 - August 1981 Senior Evaluation Officer
APMEPU, Nigeria
 
August 1976 - July 1978 Karonga/Chitipa Rural Development Project, Malawi
Project Economist (ODI Fellow)
 
August 1968 - June 1973 Commissioned officer - Pilot
Royal Air Force
 
Training
2006 Developing the Strategic Manager (Chartered Institute of Personnel and Development)
2000 Visiting Research Fellow (Huxley School of Environment, Earth Sciences and Engineering, Imperial College of Science, Technology and Medicine)
2000 Honorary Research Fellow (Wye College, University of London)
1971 Officer & Pilot Training (Royal Air Force College, Cranwell)

Project Experience
2006 - 2009 Sida Advisory Team, Rural Development (Sida, Vietnam)
Team Leader
  ITAD, in association with WSP and Mekong Economics, has been appointed as the Sida Advisory Team for Rural Development in Vietnam, from 2006 to 2009. The role of the SAT is to function as professional advisors to Sida in order to strengthen the quality of the follow-up in the sector of rural development. Quality is interpreted in a wide sense and includes technical, institutional and managerial aspects. The SAT provides advice to the Embassy of Sweden as regards the long-term reduction of poverty, a rights-based approach to development, improved donor coordination and harmonisation.
  The primary task in 2006 was to conduct a Mid-Term Review of the Chia Se Project. Chia Se is an unconditional block grant fund to support livelihoods in poor and disadvantaged communes. Plans are village-led with innovative approaches to management and supervision. Support to policy development is promoted at national level, using results from the project provinces. Mr Poate led a team of four international and two national consultants in visits to three project-supported provinces, and interviews with national government representatives in Hanoi. Field visits included structured interviews with provincial, district and commune-based staff, and participatory group work at village level. Work continued in 2007 with a Mid-term Review of the MARD-Sida Cooperation Programme and an annual review of Chia Se. Activities in 2008 include an in-depth review of the Chia Se M&E system; preparations for activities after the end of the current Chia Se project; and support to the new Sida Country Strategy for Vietnam.
2007 - 2008 Ongoing Evaluation of Norwegian Support for HIV/AIDS to African Partner Countries (Norad, Norway, Malawi)
Project Director
  The main purpose of the evaluation was to ascertain results (accountability), fill knowledge gaps, provide lessons learnt and suggest recommendations on how to enhance the development effectiveness of the Norwegian HIV/AIDS response at the country level. Specifically, the evaluation focus was on assessing Norways role and contribution in influencing key outcomes of the national HIV/AIDS responses in Ethiopia, Malawi and Tanzania.
  Development of methodology, team leader for the country visit to Malawi, lead author of the global paper on Norway's contribution to the international AIDS architecture, and lead author for the final synthesis paper.
2007 - 2007 Evaluation of Results-based Management at UNDP (UNDP, USA, Egypt)
Team Leader
  UNDP introduced RBM in the late 1990s and has followed up with developments to management, finance and human resource systems. This evaluation was the first attempt to take stock of progress and assess the effects of RBM on UNDP management.
  Development of a theory-based intervention logic and a set of structured questions to test the logic; management of a team of four international staff with visits to 5 countries; overall responsibility for analysis and report writing.
2006 - 2006 Country Programme Evaluation (DFID, Kenya)
Team leader
  Leader of a team of five international and one national consultant to evaluate DFID's programme in Kenya from 2000-2006.
  Evaluation followed the same framework as for Rwanda and Ghana.
2005 - 2006 The role of government on island issues (ISLA) (EC, UK, France, Netherlands, Eire)
Consultant
  The purpose of the project was to question the role of government in dealing with island issues; to explore the experiences of island communities in dealing with EU policies; and to investigate island experiences regarding energy supply.
  Leader of the investigation into the islands in Argyll and Bute, Scotland. Review of documents and interviews with officials in local government and representatives of island communities and local organisations.
2005 - 2006 Poor Communes Livelihoods and Infrastructure Program (Government of Vietnam, Vietnam)
Team Leader
  Assignment to prepare an M&E system for the Poor Communes Livelihoods and Infrastructure Program, and undertake a baseline survey. Financed by a Japanese PHRD grant.
  The work was designed to support development of P-CLIP during the preparation phase. Specific tasks were: to develop a logframe with indicators linked to national targeted programmes for poverty reduction; design a monitoring system; propose institutional roles and responsibilities; design, field test and implement a baseline survey; design, pilot test and make recommendations for participatory M&E; and design an experimental model to test project implementation modalities. The baseline survey adopted a multistage stratified random design, with a questionnaire derived from the national Vietnam household survey.
2005 - 2005 Country Programme Evaluation (DFID, Ghana)
Team Leader
  Leader of a team of four international and two national consultants to evaluate DFID's programme in Ghana from 2000-2005.
  Evaluation following the same framework as for Rwanda, with similar attention to the budget support programme.
2005 - 2005 Country Programme Evaluation (DFID, Rwanda)
Team Leader
  Leader of a team of four to evaluate DFID's country programme from 2000-2005.
  Specific attention was given to a large programme of budget support and associated project interventions in the education sector and for public financial management.
2005 - 2005 Mid-term review of the Public Sector Reform Programme (Government of Tanzania, Tanzania)
Team member
  Review of progress in the Public Sector Reform Programme.
  Responsible for assessing the performance management system and making recommendations for future strategy and results-orientation in the context of wider government financial and local government reforms.
2005 - 2005 Review of impact and effectiveness of agricultural research (DFID (PASS), Nepal)
Study Director
  A three month assignment for DFID with local partner NewERA. The Review was performed in the context of the Agricultural Perspective Plan (APP),10th Development Plan (PRSP) and the recent National Agricultural Policy, with three specific parts: a. Quantification of the impact of agricultural research on rural livelihoods, since 1990 (past); b. Validation (assessment of appropriateness) of NARCs current strategic plan and approach to change management (present); c. Institutional and management analysis of national agricultural research and identification of broad priority areas on which future research activities and MoAC should focus (future) in line with the general policies and strategies and addressing the poverty reduction objectives in particular, outlined for the agricultural sector in the above mentioned policy framework.
  ITAD worked with NewERA Consultants, based in Kathmandu, to create a multi-national Team comprising an agro-economist, social development specialist and agricultural/livestock research, extension and evaluation specialists.
2003 - 2005 Independent External Evaluation of the International Fund for Agricultural Development (IFAD) (IFAD, Worldwide)
Director and Team Leader
  A large-scale assignment to evaluate the Fund through a desk review and fieldwork in ten randomly-sampled countries.
  Desk review of documentation; extensive interviews with staff and other stakeholders; quantitative and qualitative analysis of programmes based on field visits to ten countries.
2003 - 2005 Development of indicators and a programme review process (International HIV/AIDS Alliance, Worldwide)
Director
  Review of the Alliance goals and programmes, and development of indicators, reporting proforma and a review process to meet the needs of their expanding programme, and demands of major donors, including USAID.
  Undertook a desk review of current reporting, analysed use of indicators to propose simplification and reduction in diversity; drew up propsals for an MIS and undertook a field visit to India to assess needs pof partners and office capacity.
2004 - 2004 Study into the effectiveness of planning in ministries and government departments (Government of Tanzania, Tanzania)
Team member
  The review was a detailed compliance and quality assessment of planning and the use of pans and indicators in organisations under the public sector reform programme, for the President's Office, Public Service Management
  Conducted structured interviews with Permanent Secretaries and Directors; made direct observations to assess compliance with planning tools; and analysed planning and budget execution in the context of the MTEF and public sector reform programmes
2003 - 2004 Poverty Focus of the World Bank's Rural Portfolio (World Bank Agriculture and Rural Development Department, Turkey and India)
Team member
  Case study analysis of policy evolution and project investments in the context of rural space and poverty alleviation. (Undertaken jointly with OPM.)
  Methodology included analysis of CAS, ESW/AAA and project portfolio to identify the underlying strategic logic. Review of programme documents and interviews with national stakeholders to assess coherence of the portfolio and attention to service delivery issues in rural areas. Reports were drafted for the ECA and SAR regions of the Bank, identifying critical issues to address constraints in rural areas, in contribution to forthcoming country assistance strategies.
2003 - 2004 Evaluation of DFID's Partnership with the WHO (DFID, UK and Switzerland)
ITAD Director and technical leader
  A joint assignment with KIT (Netherlands) to evaluate the relationship between DFID and the World Health Organisation. The relationship within HMG between DFID and Department of Health was also examined.
 
2003 - 2003 Public Service Reform (Government of Tanzania, Tanzania)
Team Leader
  Follow-up visit to the 2001 Results-Based M&E assignment, to advise on M&E design for the Public Sector Reform Programme.
  A strategy paper was written, based around a logical model of PSR interventions. A workshop was held with senior staff in the Civil Service Department.
2003 - 2003 Assessment of project performance scoring (DFID, UK)
Team Leader
  Leader of a two-person team for DFIDs Evaluation Department to make an assessment of the robustness, objectivity and consistency of project assessment scoring, linked to DFIDs Value for Money Indicator in the Public Service Agreement with Treasury.
  Desk review of PRISM, the OPR database and a sample of OPRs. The report identified strengths and weaknesses in current arrangements and made recommendations for reforms.
2003 - 2003 Design of a mid-term review (Defra, UK)
Team member
  Design of a mid-term review for Defra's Aggregates Levy Sustainability Fund, UK.
  Member of a two-person team that reviewed the Fund's objectives, held two workshops with staff from the Fund Distribution Bodies, interviewed stakeholders including HMT, industry bodies and CPRE, and conducted field visits to English Nature and Derbyshire County Council. Drafted a design for self-evaluation and development of a sub-projects database.
2002 - 2003 Poverty Focus of the Rural Portfolio (World Bank, USA)
Team Leader
  Design and development of country-based studies to examine a) the pro-poor orientation of a sample of projects at mid-term and b) the coherence and poverty orientation of the Banks rural portfolio. For the Agriculture and Rural Development Department (ARD).
 
2000 - 2003 Poverty Focus of the Rural Portfolio (World Bank, USA)
Team Leader
  Designed and directed a study for the Rural Development Department (RDV), to analyse a sample of 92 projects approved in 1999 and 2000 to assess their poverty focus.
  The methodology built on the poverty pillars in the 2000 World Development Report, and analysed the poverty diagnosis, pro-poor strategy and pro-poor project design as set out in project documents. The poverty framework was developed from guidelines for Poverty Reduction Strategies. The study was commissioned by RDV within the framework of the Vision to Action Update and funded through the World Bank/DFID collaborative program for rural development. Updates were conducted in 2001 and 2002.
2002 - 2002 Rural Development Strategy (World Bank, Mongolia)
Team Leader
  Facilitation of a participatory workshop to discuss and finalise proposals for the Rural Development Strategy, for the World Bank, funded by DFID. Author of a follow-on paper to analyse the influence of a sustainable livelihoods approach on the process and content of the strategy.
  Workshop facilitation
2002 - 2002 Scaling-up the Rural Portfolio (World Bank, USA)
Team Leader
  For the Agriculture and Rural Development Department (ARD) under contract to FAO. Team member of a study to examine lessons and scope for scaling up and devise practical approaches to guide Bank country strategies.
 
2002 - 2002 Assessment of the effectiveness of local coastal management partnerships as a delivery mechanism for integrated coastal zone management (Scottish Executive, Scotland)
Team member
  Assessment of the effectiveness of local coastal management partnerships as a delivery mechanism for integrated coastal zone management, for the Scottish Executive.
  Team member responsible for development of methodology. Participated in meetings with the Firth of Forth Coastal Partnership; Solway Firth Coastal Partnership; and telephone interviews with other stakeholders in Scotland and Wales.
2002 - 2002 Sustainable Food and Farming Strategy (Department of the Environment, Food and Rural Affairs (DEFRA), UK)
Consultant
  Desk analysis, design and implementation of a workshop for senior staff to examine the objective structure of the forthcoming Sustainable Food and Farming Strategy, in order to develop a framework and arrangements for evaluation, with special reference to participation of stakeholders.
 
2001 - 2002 Five-year evaluation of UNAIDS (UNAIDS, Worldwide)
Team Leader
  For UNAIDS Programme Coordinating Board. Team leader of a consortium between ITAD, the Dutch Royal Tropical Institute and London School of Hygiene and Tropical Medicine, to evaluate the achievements of the United Nations Joint Programme on HIV/AIDS.
  Desk study review of documents; extensive interviews with staff and cooperating agencies; evaluation visits to United Nations organisations, international aid donors, more than eight countries worldwide, and representatives of civil society and the private sector.
2001 - 2001 An assessment of the situation of results-based M&E (World Bank, Tanzania)
Team Leader
  Designed and conducted a two-mission visit to Tanzania to assess Tanzanias efforts to introduce RM&E and strengthen M&E capacity, to identify opportunities for expanded World Bank support.
  Country visits, review of documentation and interviews with stakeholders in government, NGOs, academia and the private sector.
2001 - 2001 Evaluation of influencing (DFID, UK)
Team Leader
  Team leader of a study to investigate the policies and practices of private sector organisations in evaluating their success at influence.
  Interviews with a sample of private sector organisations, industry bodies and lobbyists.
2001 - 2001 Impact Evaluation (Jamaica Social Investment Fund, Jamaica)
Impact evaluation designer
  Undertook the technical design of the evaluation and supported implementation of the impact study.
  Development of survey design, sampling strategy and data collection protocols.
2001 - 2001 Strengthening understanding of sustainability (World Bank, USA)
Team Leader
  For the Rural Development Department (RDV). Designed and participated in a study to review the literature on sustainability and sustainable development, for application to the design and evaluation of development projects.
  The study focused on the conceptual common ground between the underlying capital asset conditions for sustainable development and the relevance of capital assets at a micro level to vulnerability and poverty. The study was commissioned by RDV within the framework of the Vision to Action Update and funded through the World Bank/DFID collaborative program for rural development.
2000 - 2001 Village Level Participatory Approach (World Bank, Benin, Cameroon and Tanzania)
Study Director
  Study director of an impact evaluation baseline phase to survey 200 villages in each of three countries.
  The surveys use a mixture of participatory and formal questionnaire methods to identify village infrastructure, assets social capital and productive activities, prior to a participatory planning and empowerment process. The study was modelled on an experimental design with quasi-randomised allocation of villages to control and treatment groups
2000 - 2001 Evaluation of the Sustainable Development Agreements (Netherlands Ministry of Foreign Affairs, Netherlands)
Study Director
  Study director of an evaluation of the process of the SDAs. The SDAs were established between four countries: Benin, Bhutan, Costa Rica and The Netherlands, following the Rio summit. The agreements were innovative, involving political and operational elements and introducing the notion of reciprocity.
  The study was designed to meet a requirement of the Dutch Parliament to report on progress and evaluate the agreements, which are intended to create a relationship that is wider than normal aid programmes.
1999 - 2001 Hill Agriculture Research Project (DFID, Nepal)
Team Leader
  Leader of a two-person ITAD team to design and implement a monitoring and evaluation system for a competitive grant (CG) Hill Research Programme funded by DFID. Monitoring is based on the application, review and supervision procedures of the CG programme.
  Outcome evaluation is primarily concerned with initial uptake of research recommendations by scientists, disseminating agencies and farmers. Impact evaluation looks wider at changes within rural communities, based on a livelihoods structure. The assignment includes capacity building of consultants in the private sector and advice on computerisation of the monitoring system.
1999 - 2000 Monitoring and impact evaluation system (Development Bank of Southern Africa (DBSA), South Africa)
Team Leader
  Leader of a two-person ITAD team to design a monitoring and impact evaluation system for the Bank.
  The assignment consisted of design of a computer-linked system built on best practice from development finance institutions, and training of evaluation and operations staff. Technical recommendations include improvements to the appraisal document, addition of ratings and indicators to monitoring reports, and use of a new format for implementation completion reports.
1999 - 2000 Evaluation of DFID's Sustainable Agriculture Strategy (DFID, UK, Bangladesh)
Team Leader
  Team leader of a joint ITAD/ ODI/ OPM team to evaluate DFIDs sustainable agriculture strategy.
  The study examined both policy and programme aspects through a combination of desk and field reviews. The study was a major piece of working lasting over 12 months.
1999 - 1999 Biodiversity Indicators (GEF, USA)
Joint Director
  Joint Director of an ITAD/IUCN/WCMC team to develop program indicators for the GEF biodiversity programme.
  This was a challenging assignment with interesting issues arising over the concept of behavioural change at country and regional level over and above the direct effects from project outputs.
1998 - 1999 Democracy and Human Rights Evaluability Assessment (Sida, South Africa, El Salvador, Guatemala and Nicaragua)
Joint Director
  Joint director of an ITAD/ODI team to prepare an evaluability assessment of up to 30 DHR projects in South Africa, El Salvador, Guatemala and Nicaragua. The approach was innovative, and required the development of evaluability criteria.
 
1998 - 1999 Evaluation of UN Capital Development Fund (UNCDF, Worldwide)
Team Leader
  Team leader of an evaluation commissioned by donor agencies, led by the Netherlands and Sweden.
  This nine-month assignment for a team of 6 people, was structured in three parts: desk study; field study; and final synthesis. The Fund was evaluated against a new policy framework started in 1995 and subsequent capacity development actions. The new policy had a goal of poverty reduction by mainly infrastructure investments routed through decentralised local government structures using participatory methods (Local Development Funds).
1998 - 1999 Advice and training services in the development of M&E systems (IUCN, Switzerland)
Team Leader
  Provision of advice and training services in the development of M&E systems for the International Union for the Conservation of Nature (IUCN).
  Visits to IUCN HQ and facilitation of workshops.
1998 - 1999 Training in the logical framework (FAO, Italy)
Trainer
  Provision of training courses in the logical framework to staff of the FAO/World Bank Cooperative Programme.
 
1998 - 1998 Food aid policy analysis (World Food Programme, Italy)
Team Leader
  Assignments (a) to analyse the benefits to development programmes from food aid as a complementary resource; (b) to review sustainability issues of WFP projects.
 
1998 - 1998 Analysis of monitoring indicators and performance measurement for the Bank's sector strategy in Rural Development (World Bank, USA)
Team Leader
  Operations Evaluation Department, World Bank. Analysis of monitoring indicators and performance measurement for the Banks sector strategy: Rural Development, From Vision to Action; as part of an evaluation of rural development.
 
1997 - 1998 Impact of the RNRRS (DFID, UK)
Joint leader
  Department for International Development (DFID), Joint leader of a team from ITAD and NRI to prepare recommendations on an overall approach to monitor and predict the developmental impact of DFIDs Renewable Natural Resources Research Strategy (RNRRS).
  The study reviewed current practice of all major donors and CG centres, and made enquiries with some commercial organisations. Recommendations included the incorporation of indicators about uptake pathways, development of a balanced set of indicators and standardisation of reports using a rating system.
1997 - 1998 Project performance audit (World Bank, Nigeria)
Consultant
  World Bank Operations Evaluation Department, Nigeria A performance audit of three multi-state agricultural development projects that were implemented in Nigeria between 1982 and 1996.
  The work involved review of project files, interviews with Bank staff, and a country visit to a sample of the 22 states and to federal government institutions. Two themes were identified for analysis. i) The creation of an institutional framework and the evolution of project management from enclave ADP units, to state ministries. ii) The role of the projects in contributing to the incentive framework for farmers to expand production, seen alongside macroeconomic changes in trade and price policies.
1996 - 1998 Business support services (World Bank, USA)
Consultant
  Operational Core Services Department, World Bank. Provision of support for new business practices, learning systems and evaluation capacity development.
  The services (approx 3 months a year, from 1996 to 1998) included helpdesk support to task teams; review of project documents and logframes; development of good practice examples on the Banks intranet website; training for managers and supervisory staff; and design of country-level capacity-building programmes.
1997 - 1997 Regional strategy seminar (WFP, Asia)
Consultant
  In view of the diminishing availability of resources for targeted food aid and the need to ensure resources are used in the most effective ways, the Asia Bureau held a strategy seminar in Pakistan.
  The objective of the seminar was to review the regional portfolio and identify areas where WFP's comparative advantage could be used to the best effect. Analysis revolved around the conflicting pressures of relief operations in countries such as Afghanistan, and the 'silent emergency' facing women and children in South Asia. ITAD was contracted to lead the seminar and draft a paper on the orientation of the programme in the region.
1997 - 1997 Food aid policy analysis (WFPO, Italy)
Team Leader
  Leader of a policy study: WFP has a policy objective of devoting 50 percent of development resources to LDCs and 90 percent to LIFDCs. Until recently, these targets were hard to achieve owing to low absorptive capacity.
  The study examined constraints to achieving these targets and proposed policy and operational reforms to introduce more flexibility into country operations. Key recommendations were the creation of a food fund facility, recurrent cost budget analysis and improved administrative needs analysis.
1997 - 1997 Measuring and managing results (UNDP/Sida, USA)
Team Leader
  Leader of a study into the use of performance measurement by development agencies.
  The study involved analysis of current practices adopted by development agencies and members of the OECD, principally Australia, New Zealand and UK. The study contrasted the policy and operational environment for performance management among the public administrations of industrialised and developing countries and made recommendations about best practice and future action by UNDP and SIDA.
1996 - 1996 Evaluation of EU aid to ACP states (European Commission, Belgium)
Joint leader
  European Commission, DGVIII, Brussels. Joint leader of an 8-person ITAD/ADE team to conduct the first phase of an evaluation of EU aid to ACP states.
  The study involved a desk review of evaluation reports and basic documents to assess the relevance, impact, effectiveness, efficiency and sustainability of the aid programme.
1996 - 1996 Design of project monitoring and evaluation (World Bank, USA)
Consultant
  Operations Evaluation Department, World Bank. Contracted to write a Lessons and Practices paper on design of project monitoring and evaluation.
  The paper draws on the Follow-up study undertaken for OED in 1995, introduces problem analysis and tackles issues about data collection for M&E.
1996 - 1996 Evaluation of the Project Status Report (World Bank, USA)
Consultant
  Operations Policy Department, World Bank. Conducted an evaluation of a pilot test of the new version of the World Bank Project Status Report, the Form 590.
  The evaluation undertook a content analysis of a sample of forms, and interviews with 30 task managers, advisers and senior management. The new form includes rating schemes for project components, risks and assumptions. It is designed as an electronic form on the Banks computer network and has extensive query facilities for analysis.
1996 - 1996 Guidelines for M&E of Participatory Projects (WFP, India, Nepal)
Consultant
  Development of Guidelines for M&E of Participatory Projects.
  After reviewing the existing M&E systems through field visits and discussions with project and Country Office staff, a participatory M&E system for projects in India and Nepal was developed and operationalised. Training workshops were held for project and country office staff during which an overview of the proposed M&E system was presented and roles and responsibilities of the staff outlined. Techniques included force field and stakeholder analyses, and process planning. Reporting procedures were introduced along with data collection requirements including frequency, sources of data and qualitative indicators. Operational guidelines for developing M&E systems for WFP participatory natural resource projects were developed using case studies from projects in India and Ethiopia.
1996 - 1996 Development of CWIQ (World Bank, USA)
Consultant
  Africa Technical Department (HR), World Bank. Consulted over design and concept issues regarding a Core Welfare Indicators Questionnaire survey (CWIQ), for rapid monitoring of poverty welfare indicators, especially in Sub-Saharan Africa.
  The survey is a light enumeration instrument using optical scanning technology to speed turn-around between fieldwork and reporting. Subsequently, ITAD director of a joint ITAD/ADE consultancy to provide technical assistance to two pilot surveys in Kenya and Ghana.
1995 - 1996 Review of Monitoring and the Use of Indicators (European Commission, Belgium)
Team Leader
  European Commission, DGVIII, Brussels. Leader of a team to undertake a Review of Monitoring and the Use of Indicators with the objective of improving the flow of project information for management at various levels.
  Undertook a review of different methods of monitoring, both qualitative and quantitative, used at present by DGVIII, including the EC delegations and ACP country administrations. Results of the study are to be used to contribute to the improvement of project cycle management through operational proposals for new project completion reports and project six-monthly summary reports, plus new procedures for selection and use of indicators.
1995 - 1995 Review of project monitoring and evaluation arrangements (World Bank, USA)
Consultant
  Operations Evaluation Department, World Bank Developed the methodology and undertook a review of monitoring and evaluation arrangements on all projects prepared by the Bank during FY 95.
  The work involved a content analysis of 164 staff appraisal reports, followed by interviews with 55 task managers and senior management. The review developed good practice criteria for M&E and assessed projects against those criteria. Attention was given specifically to the benefits arising from an expanded use of indicators on Bank projects, and the proposals to make greater use of indicators in the Banks supervisory reports.
1995 - 1995 Project Cycle Management Handbook and Training Programme (European Commission, Ukraine; Uzbekistan; Russia; Belgium)
Leader
  CIS: Project Cycle Management Handbook and Training Programme for EU Tacis Programme. Leader of the technical team to design a handbook and training materials to be used in all countries of the CIS.
  Undertook fact-finding missions to Russia and Ukraine as part of the development phase. After preparation, led the Pilot workshop in Kiev, Training of Trainers workshop in Tashkent and other workshops in Brussels and Moscow.
1991 - 1995 Training (WFP, Worldwide)
Team Leader
  After the successful assignment to redesign project monitoring, ITAD planned and prepared a coordinated set of briefing materials and training workshops to familiarise staff with the new system.
  A total of seventeen workshops were held at regional locations and over 340 international staff trained in the system by ITAD. Training was based on participatory techniques, with short presentations, question and answer sessions, buzz groups, case studies, group and individual exercises and private study tasks.
1994 - 1994 Ethiopia Social Development Fund (World Bank, Ethiopia)
MIS Consultant
  MIS consultant for a World Bank assignment on two pre-appraisal missions for the Ethiopia Social Development Fund to design financial and physical MIS requirements and monitoring procedures for the Fund.
  The work included review of an existing computer MIS written in dBase IV and analysis of information requirements, including participatory monitoring by beneficiaries of the Fund.
1994 - 1994 Employment Based Safety Net project (World Food Programme, Ethiopia)
Team Leader
  The project was designed to test the safety net concept of employment generation schemes to mobilise relief food during times of drought and similar emergencies, through labour-intensive works.
  Project activities included biological and physical soil and water conservation, pond construction and road building. The evaluation made use of participatory techniques including seasonal analysis, key informant and group interviews, social mapping and vulnerability ranking.
1993 - 1993 Evaluation of six EC-funded credit projects (European Commission, Ghana)
Team Leader
  Team Leader for an assignment to evaluate six EC-funded credit projects with the National Investment Bank, Rural Banks, Agricultural Development Bank and Ghana Commercial Bank. The projects covered credit lines to fishermen, farmers cooperative groups, and small and medium scale enterprises.
  The evaluation analysed the financial and institutional performance of the lending institutions and the effectiveness, sustainability and impact of the credit lines on the final recipients.
1993 - 1993 Kenya Wildlife Service (Kenya Wildlife Service, Kenya)
Team Leader
  Team Leader for an assignment to prepare Project Management and Annual Workplan Manuals for the Kenya Wildlife Service. The assignment was part of a wider management systems consultancy in which ITAD was in association with Coopers & Lybrand.
  The work involved establishing procedures for handling routine and project-style activities at wildlife parks and reserves, with special reference to setting objectives, activity planning, and budgeting. The Logical Framework was introduced as a planning tool. Special procedures were introduced to take account of environmental impact assessments and the needs of communities associated with wildlife areas.
1990 - 1991 World Food Programme Information Reporting System (World Food Programme, Global)
Team Leader
  Consultancy to redesign the information reporting system from development projects to headquarters.
  Reviewed management roles, operational procedures and report designs. Introduced a radical change in reporting to give WFP country office staff a clearly defined role and to establish procedures for analysis and use of reports at headquarters. A wide range of rapid procedures and qualitative data collection were proposed in support of a policy to adopt beneficiary contact monitoring. The proposals were accepted and implemented.
1987 - 1991 Agricultural Bank of Sudan (Agricultural Bank of Sudan, Sudan)
Study director
  Managerial inputs to the Agricultural Bank of Sudan
  To assist in the design and implementation of a Credit Information System for the bank's programme of lending to small farmers. Also directed a programme of monitoring and evaluation studies.
1990 - 1990 Coffee improvement project (EC, Ethiopia)
Consultant
  Consultant to the EC-funded Coffee Improvement Projec
  To review and evaluate progress within the credit component and design new lending programmes for implementation between the Ministry of Coffee and Tea Development and the Agricultural and Industrial Development Bank.
1985 - 1987 Agricultural Credit Project (AIDB, Ethiopia)
Consultant
  Five inputs for the Agricultural and Industrial Bank
  To design, document, and train staff in farm surveys to investigate farmer benefits from loans to purchase draft oxen, under an IFAD project loan. Subsequent preparation of credit planning and operational procedures for the Bank covering loan appraisal, loan follow-up and reporting.
1985 - 1986 Agicultural Credit Project (IFAD, Ethiopia)
Consultant
  As consultant to IFAD and member of mid-term review mission for the Drought Rehabilitation Programme
  To review Ethiopias national credit system, particularly lending criteria, institutional issues, interest rates and informal credit; to examine the distribution of farm inputs during 1985, and the arrangements for monitoring and evaluation; design of a mid-term evaluation for the IFAD agricultural credit project. Proposed methodology, prepared appropriate framework, established work programme and assisted staff in surveys to be carried out.


Membership of Professional Associations
  • AIAgrM. Institute of Agricultural Management

Publications
  • Country Programme Evaluation: Ghana 2000-2005 (2006)
    DFID EV662, London
    With Vitus Azeem, Bishop Akolgo, Lilian Breakell, Maria Paalman, and Ines Rothmann

  • Country Programme Evaluation: Rwanda 2000-2005 (2006)
    DFID EV660, London
    With Sam Kanyarukiga, Esther van der Meer, Maria Paalman, and Ted Schrader

  • Enhancing the Impact on Rural Poverty through Support to the World Bank's Rural Portfolio. Country Assistance Strategy Process: Synthesis and Findings from Two Country Case Studies (2005)
    Natural Resources Institute, Chatham
    Edited by Felicity Proctor

  • Evaluation of the DFID/WHO Partnership: Synthesis Report (2004)
    Evaluation Report EV651, Evaluation Department, Department for International Development (DFID), London
    Toonen, J., Poate, D., Barnett, C., Paalman, M. and Abrial, M

  • Review of the Value for Money (VFM) Indicator, Public Service Agreement 2003-2006 (2004)
    DFID Evaluation Department Report EV655, London
    Derek Poate and Chris Barnett

  • Supporting Agriculture: An evaluation of DFIDs support for sustainable agriculture since the early 1990s (2002)
    DFID Evaluation Report EV638, London
    Michael Flint and Derek Poate

  • The evaluability of democracy and human rights projects (2000)
    Sida Studies in Evaluation 00/3, Stockholm
    Derek Poate, Roger Riddell, Nick Chapman, Tony Curran

  • Measuring and Managing Results: Lessons for Development Cooperation. (1997)
    OESP Series on Lessons Learned. UNDP (jointly with Sida)., New York


  • Design of Project Monitoring and Evaluation. Lessons and Practices No. 8. (1996)
    Operations Evaluation Department, World Bank,


  • Monitoring and Evaluation Plans in Staff Appraisal Reports Issued in Fiscal Year 1995 (1995)
    Report No. 15222, World Bank, Washington


  • More M and Less E. Changing ideas on information for development. (1993)
    The Rural Extension Bulletin, No 1. April, University of Reading Agricultural Extension and Rural Development Department


  • Data for Agrarian Development (1993)
    Cambridge University Press,
    C D Poate and P F Daplyn

  • A review of Methods for Measuring Crop Production for Smallholder Producers (1988)
    Farming Systems Series - 8, Experimental Agriculture (1988) volume 24,


  • Estimating Crop Production in Development Projects. Methods and Their Limitations (1985)
    The World Bank,
    C.D. Poate and Dennis J. Casley

  • Organising Farm Services in Nigeria (1982)
    Agricultural Administration II,



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