National evaluation policy in South Africa

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This case study, prepared by Katerina Stolyarenko for the Parliamentary Forum for Development Evaluation outlines the process that was used to develop and implement a government-wide monitoring and evaluation system in South Africa.


"In 2005 the South African Government introduced a government-wide M&E policy framework. This framework served to establish the initial momentum for a structured approach to M&E, which gained added commitment after the national elections in May 2009.

A National Evaluation Policy Framework in South Africa is just three years old and is still evolving. The whole design of the evaluation system is utilization focused, seeking to build from a demand-driven system.

A number of institutions are involved in the implementation of the overall M&E system in South Africa including: The Department of Performance Monitoring and Evaluation, located in the Presidency, National Treasury, the Department of Public Service and Administration, the Auditor-General, the Department of Cooperative Governance, Statistics SA and the Public Service Commission.

M&E is closely associated with the planning process in government. In addition to recent processes directed at affirming long-term plans for the country, South Africa has a five year overarching Medium Term Strategic Framework, five year departmental strategic plans and annual performance plans (APPs). National Treasury monitors quarterly reporting against APPs."


  • Introduction 4
    • Political, Economic and Development Context 4
    • M&E Context 5
  • Institutional setting of NEP in the South Africa 6
    • NEP’s Focus and Purposes 6
    • Legal and Policy Framework 6
    • Institutional Arrangements 7
    • M&E Tools, Components, Evaluation Methodologies and Quality of Data 9
    • Professional Capacity for M&E 14
    • Utilization of M&E 16
  • Achievements and Challenges 17
  • Good Practice(s) 18
  • Conclusion 19
  • Documents consulted 20
  • Interviews held 20


Stolyarenko, K., (2014) National evaluation policy of South Africa, Parliamentary Forum for Development Evaluation. Retrieved from:

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