Steps | Key Tasks | Main Issues | Responsibility | Indicative Timeline | PEFA Secretariat Support | |
---|---|---|---|---|---|---|
PLANNING |
3.4 Specify the communication and reporting requirements |
Includes periodic briefings, briefing notes to the oversight team, at end of fieldwork, discussion of final report with oversight team (and senior government officials) |
Oversight team Lead agency | F-1 | ||
FIELDWORK |
4 Launch and introductory training | 4.1 High level briefing to senior officials |
A special briefing should be provided to senior government officials and members of the oversight team regarding key aspects of PEFA and the assessment at the commencement of the fieldwork |
Assessment team, Senior government officials | ||
4.2 Assessment launch and workshop |
The launch informs stakeholders including government officials, members of the oversight team, development partners, and civil society organizations/representatives of the purpose, scope and assessment methodology and relevant features of the PEFA framework A formal launch provides the opportunity to explain PEFA and how the assessment will be performed. It is important that people responsible for providing data and others involved in the assessment know what is required and why Length of training can vary from 1 to 2 days |
Assessment team, Government officials, development partners |
PEFA Secretariat ‘model’ training workshop material included in PEFA Handbook Volume I: PEFA Assessment Process |
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5 Data collection and analysis | 5.1 In-country data collection |
Data collection begins in Step 3, and continues with the incountry field work Assessors should ensure there is sufficient data to address all aspects of scoring requirements, calculations and required data tables Data will be captured from documents and interviews with key stakeholders including members of the oversight team, other government officials, development partners and civil society organizations/ representatives |
Assessment manager, assessment team | PEFA Handbook Volume II – The PEFA Assessment Fieldguide specifies data requirement, calculations and data sources. |
Annex 1.1. Summary table: 10 steps for planning, implementing and using PEFA