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Monitoring & verification · guide

Third-Party Monitoring Scope Template

A ready structure for defining a monitoring assignment: objectives, sampling, evidence standards and reporting.

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01

1. Purpose and scope

  • Programme, donor and reporting period covered.
  • What is being verified: activities, outputs, distributions, sites or expenditure.
  • Explicitly excluded areas — impact evaluation, econometric analysis and audit are out of scope unless separately commissioned.

02

2. Methodology

  • Sampling frame, sample size and selection method.
  • Data collection tools and how they are pre-tested.
  • Remote versus in-person coverage and the reason for each.

03

3. Evidence standard

  • Minimum evidence per verified item: photographs, GPS, measurements, records reviewed.
  • How observation, report and inference are distinguished in reporting.
  • How unverifiable items are recorded.

04

4. Quality assurance

  • Field supervision ratio and back-check percentage.
  • Data validation rules and rejection criteria.
  • Second-review process before submission.

05

5. Reporting and deliverables

  • Report structure, frequency and format.
  • Exception and escalation route for urgent findings.
  • Data protection: what is collected, what is never collected, retention period.