Home About / contact us Work with us News Publications Clients Projects People     Monitoring & evaluation Aid effectiveness Poverty & governance Institutional development Water management Communication for development         Sam McPherson   Sam McPherson View all ITAD consultants Sam has over 15 years of experience in international development and specialises in research, planning & monitoring & evaluation issues and HIV/AIDS. He has excellent team management and facilitation skills and has key programmatic and evaluation expertise in HIV/AIDS issues, knowledge management, strategic planning, Results-Based Management (RBM) and Value for Money (VfM) assessment. Sam has recently taken up the position of Associate Director at ITAD. Prior to this, he was Associate Director: Field Programmes at the HIV/ AIDS Alliance. In this position, Sam was a member of the Alliance's Senior Management Team and was responsible for heading up the Planning Analysis and Learning Unit at the Alliance which, amongst other things, led on the Alliance's work on research, evaluation, aid effectiveness/VfM analysis and strategic planning across 42 countries. Sam has project managed evaluations of multi-million pound donor projects and rolled out planning, monitoring and reporting systems in two different international NGOs, as well as setting up and managing large project teams. He has conducted VfM studies in India and Zambia, Project Directed an Evaluation of the USAID funded North Africa Regional Program and acted as Evaluation Director on a Multi-country evaluation of The Frontier Prevention Programme. Sam has represented civil society organisations at the UN Monitoring Evaluation and Reference Group (MERG) and holds an International Masters in Practicing Management. Key programmatic expertise in HIV/AIDS issues, child centred programming, strategic planning and monitoring reporting and evaluation systems. 8 years' program management experience, including a) evaluations of multimillion donor projects; b) rollout of planning monitoring and reporting systems in two different international NGOs c) setting up and managing large project teams. 2 years as in-house evaluation consultant for the European Commission - based in Brussels. Nationality  British Languages English, French Country Experience Bolivia, Burkina Faso, Cambodia, Ecuador, India,  Kenya, Nepal, Senegal, South Africa, Tanzania,  Ukraine, Viet Nam, Zambia, Zimbabwe Qualifications 2008 - 2010 International Masters in Practicing Management (Distinction) Lancaster University Management School, UK / McGill University's Desautels Faculty of Management, Canada / INSEAD, France 1993 - 1995 Master of Philosophy in Development Studies (ESRC funded) Institute of Development Studies, University of Sussex, UK 1989 - 1993 M.A. (First Class Honours) Geography University of Edinburgh, UK Employment January 2012 - Ongoing 2012 Associate Director ITAD   October 2005 - December 2011 Associate Director: Programs International HIV/AIDS Alliance   Responsible for setting up and management of the Planning Analysis and Learning (PAL) Unit and member of the Alliance Senior Management Team. Responsibilities included: 1) Director role in the Alliance - member of Senior Management Team 2) Overall budget and unit (2 teams 10 people) responsibility 3) Producing the Alliances Strategic Frameworks 2007-2009 and 2010-2012 4) Managing mergers with other NGOs 5) Developing a 'Value for Money' assessment framework 6) Data management and visualization initiatives 7) Country director cover in Uganda (4 months) 8) Responsible for providing cover to for the Field Programmes Director January 2002 - October 2005 Head of Research and Evaluation Unit International HIV/AIDS Alliance   Responsible for the setting up of a new unit and setting strategic directions. Responsibilities included: 1) Overall budget and team (5 people) responsibility 2) Co-ordinating evaluations, Including a major evaluation of a $25 million multi-country HIV/AIDS prevention project 3) Co-ordinating the provision of technical support on M&E to all 'Alliance' countries 4) Defining and improving monitoring systems for the Alliance 5) Co-ordinating operations research activities August 2001 - December 2001 Manager for the Research Evaluation and Dissemination unit Plan International   Responsible for the setting up of a new unit, setting strategic directions, hiring staff (6 people at headquarters and 20 world-wide) and hiring a replacement for my position during the transition period. September 1999 - August 2001 Project Manager Plan International   Responsible for the management of the development and roll-out of the Corporate Planning Monitoring and Evaluation (CPME) system for a major international, community focused, development agency (operating in 42 developing countries). Responsibilities included: 1) Management of CPME related activities and overall strategy and direction setting 2) Staff development of other team members (3 at headquarters and 15 world-wide) 3) Management of workshop and training functions (international arena) 4) Overall budget responsibility January 1998 - September 1999 Development Officer Plan International   Responsible for the management of the development and international rollout of the planning, monitoring and evaluation components of CPME. Responsibilities included: 1) Lead role in development of corporate planning instruments - including strategic and operational planning instruments and methodologies. 2) Lead role in development of corporate monitoring and evaluation instruments, manuals and carrying out international testing, piloting and roll-out training. 3) Business owner for the development of bespoke software supporting planning, monitoring and evaluation processes. 4) Training of field staff (especially Training of Trainers) in CPME methodologies and associated software and support of roll-out of CPME system. July 1995 - December 1997 In-house Consultant European Commission, Evaluation Unit of DGVIII (Development)   In House Consultant for the European Commission (EC) working for the Evaluation Unit of DGVIII (Development). January 1994 - December 1994 Part-time Research Assistant Dr Robert Chambers at the Institute of Development Studies (IDS), University of Sussex   Preparing an in-depth annotated bibliography on Participatory Rural Appraisal and Participatory Monitoring and Evaluation - for publication. June 1994 - October 1994 Research Co-ordinator International Centre for Living Aquatic Resource Management (ICLARM)   Duties included organising and administrating a large scale ecological and social survey in the Mekong Delta, Vietnam; training of Vietnamese scientists in the survey methods used; and critically analysing the survey/analytical techniques that were employed in the research 'package'. Project Experience 2012 - 2016 Ongoing Five Year Evaluation of UNITAID (UNITAID, Global) Project Manager and Operational Lead     2012 - 2012 Ongoing Assessing the Value for Money of Vaccine Product Development Partnerships for the International AIDS Vaccine Initiative (IAVI) (International AIDS Vaccine Initiative, USA) Senior Health M&E/ Value for Money Expert     2012 - 2012 Ongoing Information to Support the Development of a Southern Africa Regional HIV Prevention Programme (DFID Southern Africa, Botswana, South Africa, Swaziland, Zimbabwe) Project Director     2012 - 2012 Ongoing PATHS2 Baseline Survey (DFID, Nigeria) Project Director     2012 - 2012 Ongoing Study on Costs of Measuring Effectiveness (Comic Relief, UK) Team Leader     2011 - 2011 Multi-country costing study (UNAIDS, Cambodia, Zambia, Kenya) Project Director   Project director on multi-country costing study evaluating the costs of community based HIV/AIDS and health interventions delivered by CS organisations.   2011 - 2011 'Value for Money' (VFM) study (DFID, India) Project Director   Project director on 'Value for Money' (VfM) study employing Social Return on Investment (SROI) methodology to determine impact of home based care programmes on orphans a vulnerable children in India.   2011 - 2011 'Value for Money' (VFM) study (DFID, Zambia) Project Director   Project director on Value for Money study employing Social Return on Investment (SROI) methodology to determine impact of anti-stigma programmes in Zambia.   2011 - 2011 Community mobilisation and VfM of CSO projects (World Bank, UK) Project Director   Project director for contract with WB focusing on defining 'community mobilisation' as delivered by CSOs and identifying key methods for measuring the VFM of these interventions.   2010 - 2010 Evaluation of USAID funded North Africa Regional Program (USAID, North Africa) Evaluation Director   Evaluation of USAID funded North Africa Regional Program   2006 - 2010 Research Programme Consortia - Evidence for Action (DFID, Zambia, India, Senegal, Ecuardor, Zimbabwe, Kenya) Research Coordinator   DFID Research Programme Consortia - led by LSHTM. Evidence for Action - researching evidence on how to design, manage and deliver comprehensive HIV treatment and care programmes in resource-poor settings. Budget: $383,590.   2002 - 2010 Multi-country evaluation of The Frontier Prevention Programme (Bill and Melinda Gates Foundation, India, Ecuador, Cambodia, Morocco) Evaluation Director   Evaluation Director for a major evaluation (RCT + design) of a multifaceted HIV/AIDS prevention programme ($25 Million programme) - The Frontier Prevention Programme - delivered by CS organisations in 4 countries. Evaluation budget: $6,236,000.   2009 - 2009 Organisational review of HIV/AIDS Alliance (USAID, Uganda) Acting Country Director   Acting country director for the International HIV/AIDS Alliance in Uganda covering gaps in country director position. Included organisational review.   2008 - 2009 Health Communications Partnership (USAID (Led by John Hopkins University), Mozambique) Alliance Manager of project   Health Communications Partnership (HCP), Mozambique. Budget: $233,284   2002 - 2008 Improving prevention, care and support programmes and service delivery (USAID (Led by the Population Council), India, Senegal, Cambodia, Zambia, Ecuador) Research Coordinator   A global operations research project designed to identify solutions to improve prevention, care and support programmes and service delivery. Research budget: $715,145.   1998 - 2001 Corporate Planning Monitoring and Evaluation (CPME) system (Plan International, Global) Manager   Responsible for the management of the development and roll-out of the Corporate Planning Monitoring and Evaluation (CPME) system for a major international, community focused, CS development agency (operating in 42 developing countries).   1995 - 1997 Field level evaluation missions (European Commission, Zambia, Zimbabwe, Vietnam) Consultant, Monitoring and Evaluation   Participation in field level evaluation missions and contributing to production of evaluation products (carrying out a poverty analysis reviews, research into the provision of 'social safety nets' in recipient countries, and direct methodological assistance to the consulting teams).   Membership of Professional Associations Member, UK Evaluation Society Publications Meeting the challenges of proving impact in Andhra Pradesh, India (2010) Journal of Development Effectiveness, December 2010, Vol 2, No 4, 468-485, Fiona Samuels and Sam McPherson Community-based prevention leads to an increase in condom use and a reduction in sexually transmitted infections among men who have sex with men and female sex workers: the Frontiers Prevention Project evaluation results (2010) BMC Public Health 2010, 10:497, Juan-Pablo Gutierrez, Sam McPherson, Ade Fakoya, Alexander Matheou, Stefano M Bertozzi Demography and sex work characteristics of female sex workers in India. (2006) BMC Int Health Hum Rights 2006 Apr 14, 6:5, Dandona R, Dandona L, Kumar GA, Gutierrez JP, McPherson S, Samuels F, Bertozzi SM, Study Team TA How much attention is needed towards men who sell sex to men for HIV prevention in India? (2006) BMC Public Health 2006, 6:31, Dandona L, Dandona R, Kumar GA, Gutierrez JP, McPherson S, Bertozzi SM, ASCI FPP Study Team High risk of HIV in non-brothel based female sex workers in India. (2005) BMC Public Health 2005, 5:87, Dandona R, Dandona L, Gutierrez JP, Kumar AG, McPherson S, Samuels F, Bertozzi SM, ASCI FPP Study Team Sex behaviour of men who have sex with men and risk of HIV in Andhra Pradesh, India. (2005) AIDS 2005 Mar 24, 19:611-9, Dandona L, Dandona R, Gutierrez JP, Kumar GA, McPherson S, Bertozzi SM, ASCI FPP Study HIV testing among female sex workers in Andhra Pradesh, India. (2005) AIDS 2005 Nov 18, 19:2033-6, Dandona R, Dandona L, Kumar GA, Gutierrez JP, McPherson S, Bertozzi SM, the ASCI FPP Study Team Getting In Right: Designing An Evaluation Of An International Non-Governmental Organisation Led HIV/AIDS Prevention Programme In Resource Poor Settings (2004) Presentation at Sixth International Conference on Social Science Methodology: Recent Developments and Applications in Social Research Methodology, - with F Samuels, S Bertozzi, JP Gutierrez, L Dandona, R Dandona, D Molina Understanding Pathways: Exploring Quantitative Social Capital Measures and Their Links to Health Outcomes (2004) XV International AIDS Conference, 2004, pp 327-334, - with F Samuels, P Chikukwa, JP Gutierrez, S Bertozzi, L Dandona Corporate Planning Monitoring and Evaluation: Guidelines for implementation Plan International (version 2). (2001) Plan International 2001 , Lead author with Corbette V, Deson N. An evaluation of Stabex and Structural Adjustment Support (SAS) in Zimbabwe, (1997) Final Report, EC evaluation reports DGVIII, Penrose, P., Muchaponda, E., McPherson S. Annotated bibliography on Participatory Rural Appraisal and Participatory Monitoring and Evaluation (1994) IDS PRA guides, Institute of Development Studies, , McPherson S.

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