To the CEO of Neftaly Mr. Neftaly Malatjie, the Chairperson Mr. Legodi, Neftaly Royal Committee Members and all Neftaly Chiefs and Neftaly Human capital

Kgotso a ebe le lena

TABLE OF CONTENTS

Neftaly Chief Development Officer Monitoring and Evaluation (M&E) Plan
Implementation Period: January 2026 – March 2026 (Q4)

1. INTRODUCTION
2. 1.1 Background and Context of the Q4 M&E Plan

Neftaly implements a range of development programmes aimed at empowering youth, women, and persons with disabilities through education, skills development, and community-based initiatives. To ensure these programmes are delivered effectively and achieve their intended outcomes, a structured Monitoring and Evaluation (M&E) system is required. This Q4 M&E Plan provides a clear framework for monitoring programme performance and evaluating results during the period January to March 2026.

1.2 Purpose of the Monitoring and Evaluation Plan

The purpose of this M&E Plan is to guide the systematic monitoring of programme activities, measure performance against agreed targets, and assess the impact of Neftaly’s interventions. The plan supports evidence-based decision-making, accountability, and continuous improvement.

1.3 Objectives of the Q4 (January–March 2026) M&E Plan

The objectives of the Q4 M&E Plan are to:

Track progress against programme plans and targets

Measure performance using agreed Key Performance Indicators (KPIs)

Assess beneficiary reach and programme impact

Identify challenges, risks, and areas for improvement

Inform management decisions and corrective actions

1.4 Scope of the Plan

This plan applies to all Neftaly programmes, projects, and functional areas implemented during Q4 (January–March 2026). It covers monitoring of activities, outputs, outcomes, and reporting across all development initiatives under the oversight of the Chief Development Officer.

1.5 Intended Users of the M&E Plan

The M&E Plan is intended for use by Neftaly management, executive leadership, the Board, programme managers, and relevant stakeholders, including donors and partners where applicable.

1.6 Alignment with Neftaly Strategic Plan, QIP 2026, and Internal Policies

This plan is aligned with the Neftaly Strategic Plan, the 2026 Quality Implementation Plan (QIP), and all relevant internal policies and reporting requirements. It ensures consistency between planning, implementation, monitoring, and reporting.

2. ORGANISATIONAL, PROGRAMME, AND OPERATIONAL CONTEXT
   2.1 Neftaly Mandate and Development Focus Areas

Neftaly’s mandate is to empower communities by improving access to education, skills development, entrepreneurship, and social support services. The organisation focuses on inclusive development, with specific attention to youth, women, and persons with disabilities.

2.2 Overview of Q4 (Jan–Mar 2026) Programmes and Targets

During Q4, Neftaly will implement approved programmes in line with the Annual Implementation Plan. Each programme has defined outputs, beneficiary targets, and performance indicators that will be monitored throughout the quarter.

2.3 Strategic Priorities for the Quarter

Key priorities for Q4 include effective programme delivery, achievement of quarterly targets, quality service provision, and preparation for year-end reporting and planning.

2.4 Role and Accountability of the Chief Development Officer

The Neftaly Chief Development Officer is responsible for overall oversight of programme performance and M&E implementation. The Neftaly Chief Development Officer ensures that monitoring systems are functional, performance is reviewed regularly, and corrective actions are implemented where required.

2.5 Relationship Between the Neftaly Chief Development Officer, Programme Managers, and M&E Functions

Programme Managers are responsible for collecting and submitting performance data, while M&E support functions provide tools, guidance, and quality assurance. The Neftaly Chief Development Officer coordinates these roles and ensures alignment across all programmes.

2.6 Governance, Oversight, and Reporting Structures

M&E reporting flows from programme level to management and executive oversight structures. Quarterly reports are reviewed and approved through established governance processes.

3. MONITORING AND EVALUATION APPROACH
   3.1 Definition and Purpose of Monitoring

Monitoring is the continuous tracking of programme activities and outputs to ensure implementation is progressing as planned.

3.2 Definition and Purpose of Evaluation

Evaluation focuses on assessing the effectiveness, relevance, and impact of programmes in achieving intended outcomes.

3.3 Results-Based Management (RBM) Framework

Neftaly applies a Results-Based Management approach to link activities to outputs, outcomes, and long-term impact.

3.4 Logical Framework

The logical framework outlines inputs, activities, outputs, outcomes, and impact for each programme and guides performance measurement.

3.5 Integration of M&E into Operations

Monitoring activities are integrated into daily, weekly, and monthly operations to ensure timely data collection and reporting.

3.6 Alignment with NeftalyCDR Reporting Timelines

All M&E activities align with NeftalyCDR reporting schedules to ensure consistency and compliance.

4. PERFORMANCE MANAGEMENT AND KPI FRAMEWORK
   4.1 Overview of Neftaly Performance Management System

The performance management system tracks progress against agreed KPIs and targets.

4.2 KPI Development, Approval, and Review

KPIs are developed during planning, approved by management, and reviewed quarterly.

4.3 KPI Categories

KPIs include programme delivery, beneficiary reach and inclusion, quality and impact, and financial efficiency indicators.

4.4 KPI Tracking per Programme

Each programme tracks KPIs monthly and consolidates results quarterly.

4.5 Baselines and Targets

Baselines, monthly targets, and quarterly targets are clearly defined for accurate performance measurement.

4.6 Data Sources and Verification

Data is collected using standard tools and verified to ensure accuracy and reliability.

4.7 Performance Rating System

Performance is assessed using a scoring and traffic-light system to highlight progress and risks.

5. QUARTERLY PERFORMANCE REVIEWS

Quarterly performance reviews assess overall programme performance against KPIs, identify challenges, and agree on corrective actions. Reviews include preparation of documentation, performance analysis, management decisions, and follow-up on action items.

6. BENEFICIARY IMPACT ASSESSMENTS

Beneficiary impact assessments measure how programmes have improved skills, economic opportunities, and social outcomes. Data is disaggregated by youth, women, and persons with disabilities, and findings are used to improve programme design and delivery.

7. DATA COLLECTION, MANAGEMENT, AND QUALITY ASSURANCE

Clear roles and standard tools are used for data collection. Data quality is ensured through validation, secure storage, confidentiality measures, and compliance with ethical and data protection standards.

8. QUARTERLY PERFORMANCE REPORT (JANUARY–MARCH 2026)

The quarterly performance report presents consolidated programme results, KPI achievement, beneficiary impact, challenges, risks, and recommendations. Reports are reviewed, approved, and shared with relevant stakeholders within agreed timelines.

9. LEARNING, ADAPTATION, AND CONTINUOUS IMPROVEMENT

M&E findings are used to identify lessons learned, best practices, and areas for improvement. Feedback informs programme adjustments and future planning.

10. RISK MANAGEMENT IN M&E

Potential operational, data, and reporting risks are identified and mitigated through ongoing monitoring and corrective actions.

11. ROLES AND RESPONSIBILITIES

Clear roles are defined for the Chief Development Officer, programme managers, M&E support staff, senior management, and governance structures to ensure accountability and effective implementation.

12. Q4 IMPLEMENTATION SCHEDULE AND RESOURCES

The M&E implementation schedule outlines key activities, timelines, and resource requirements for January to March 2026 to ensure effective execution of this plan. Oversight

Q4 IMPLEMENTATION SCHEDULE AND RESOURCES
12.1 Detailed M&E Activity Plan (January–March 2026)

The Monitoring and Evaluation activities for Q4 will be implemented in line with the approved programme schedules and reporting timelines. Key activities include routine data collection, monthly KPI tracking, quarterly performance reviews, beneficiary impact assessments, and the preparation of the Q4 Performance Report. Activities will be conducted on a daily, weekly, and monthly basis to ensure timely monitoring and early identification of performance gaps.

12.2 Resource Requirements and Budget Allocation

The implementation of the Q4 M&E Plan will utilise existing organisational resources, including programme staff, M&E tools, and reporting systems. Budget allocations will support data collection activities, monitoring visits, performance review meetings, and reporting processes. Resource utilization will be monitored to ensure cost-effectiveness and alignment with approved budgets.

12.3 Capacity Building and Technical Support for M&E

Capacity building will be provided to programme managers and relevant staff to strengthen data collection, reporting, and performance analysis. Technical support will focus on the correct use of M&E tools, KPI tracking, data quality assurance, and reporting standards to ensure consistent and reliable performance information.

12.4 Monitoring the Implementation of the M&E Plan

The Chief Development Officer will oversee the implementation of the M&E Plan throughout Q4. Progress against the M&E activities will be reviewed regularly, and any challenges identified will be addressed through corrective actions. This will ensure that the M&E Plan is implemented effectively and supports informed decision-making.

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Linah Ralepelle | Neftaly Chief Development Officer | Neftaly