国际金融组织贷款项目绩效评价操作指南PDF电子书下载

1 引言 5

1.1 背景 5

1.2 目的 6

1.3 内容 7

1.4 使用 8

2 项目绩效评价的基本概念 11

2.1 绩效评价的定义 11

2.2 绩效评价的原则 11

2.3 项目逻辑模型 12

2.4 绩效评价的准则 13

2.5 绩效评级方法 16

2.6 绩效评价的步骤 17

3 评价任务的组织 19

3.1 评价任务的组织模式 19

3.2 评价管理者的职责 19

3.3 绩效评价小组 20

4 编制评价任务大纲 23

4.1 功能 23

4.2 编写步骤 24

4.3 内容 25

5 绩效评价设计 30

5.1 前期准备 30

5.2 开发绩效评价框架 34

5.3 完成绩效评价实施方案 52

6 绩效评价的实施 56

6.1 证据收集 56

6.2 证据整理 65

6.3 分析 66

6.4 绩效评级 67

6.5 形成评价结论、经验教训和建议 69

7 评价结果的报告 72

7.1 执行摘要 73

7.2 主体报告 75

7.3 附件 82

7.4 与利益相关者沟通 83

7.5 形成报告终稿 83

8 评价结果的使用和扩散 84

8.1 评价结果的使用 84

8.2 评价结果的扩散 86

9 绩效评价的质量控制 88

9.1 高质量的绩效评价的特点 88

9.2 不同阶段的质量控制 89

附件 92

附件1 《评价任务大纲》格式 92

附件2 《绩效评价实施方案》格式 94

附件3 《国际金融组织贷款项目绩效评价报告》格式 99

参考资料及其他阅读资源 104

Guidelines for Performance Evaluation of International Financial Institution Loan Projects in China 104

1 Introduction 115

1.1 Background 115

1.2 Objectives 117

1.3 Contents 118

1.4 Use 119

2 Basic Knowledge of the Performance Evaluation 122

2.1 Definition 122

2.2 Principles 123

2.3 Project Logic Model 124

2.4 Evaluation Criteria 125

2.5 Performance Rating Method 128

2.6 Steps of the Performance Evaluation 130

3 Organizing a Performance Evaluation 132

3.1 Model of Implementation 132

3.2 Responsibilities of Evaluation Manager 132

3.3 Evaluation Team 133

4 Terms of Reference 137

4.1 Functions of TOR 137

4.2 Steps of Preparing a TOR 138

4.3 Contents of TOR 140

5 Design of Performance Evaluation 146

5.1 Front-end Analysis 147

5.2 Develop Performance Evaluation Framework 151

5.3 Formulate Performance Evaluation Implementation Plan 174

6 Implementation of the Performance Evaluation 179

6.1 Evidence Collection 179

6.2 Evidence Collation 189

6.3 Analysis 191

6.4 Performance Rating 192

6.5 Draw Conclusions,Lessons Learned and Recommendations 195

7 Reporting Evaluation Results 199

7.1 The Executive Summary 201

7.2 The Body of the Report 202

7.3 Annex 212

7.4 Consultation with stakeholders 212

7.5 Final Evaluation Report 212

8 Utilization and Dissemination of Evaluation Results 214

8.1 Utilization of Evaluation Results 214

8.2 Dissemination of Evaluation Results 217

9 Quality Control 219

9.1 Characteristics of Quality Evaluation 219

9.2 Quality Control at Different Stages 220

Annex 224

Annex 1 Format of the Terms of Reference 224

Annex 2 Format of the Performance Evaluation Implementation Plan 226

Annex 3 Format of the Project Performance Evaluation Report 232

References and Resources 237