ArcGIS for Monitoring and Evaluation Training Course

Duration 10 days 20 modules · 65 contact hours
Level Intermediate Certificate on completion
Who attends Monitoring and Evaluation Officer, GIS Analyst and others
Fee from USD 2,200 KSh 190,000 for Kenyan organisations
Where 52 cities + online See dates by city
Next start 16 Nov 2026 Course code SD-ME-134

Before you join: Participants should understand basic monitoring concepts such as indicators, baselines, targets, data sources and reporting periods.

Dates & prices

Two start dates a month in every city, and live online on weekdays or weekends. Fees are per participant; classroom fees include tuition, materials, lunch and refreshments, and the certificate.

Suggest a date or city

Showing the next six months. Later dates, other cities and private deliveries for your team are available on request.

Course overview

Monitoring and evaluation teams often hold survey, service-delivery and beneficiary data that cannot answer a basic management question: where are results occurring, where are gaps concentrated, and which populations remain unserved? Spreadsheets can report totals, but they rarely show travel barriers, geographic inequities, coverage overlap, seasonal patterns or data-quality weaknesses. ArcGIS enables teams to connect indicators with locations, administrative boundaries, facilities, hazards and population estimates, producing evidence that programme managers, donors and field teams can act on.

This course teaches participants to design, collect, manage, analyse and present spatial M&E data using ArcGIS Pro, ArcGIS Online, Survey123 and ArcGIS Dashboards. Participants build geodatabases from indicator definitions, configure validated mobile forms, clean and join monitoring records, analyse service coverage, map trends and produce reporting products. The course addresses travel-time analysis, hotspot analysis, buffers, overlays, time-enabled data, imagery-derived indicators, spatial sampling, privacy controls and geographic approaches to evaluation questions.

Instruction combines concise technical briefings with development and humanitarian cases involving health services, cash assistance, WASH infrastructure, education access, protection monitoring and disaster response. Participants work with realistic datasets from the first week and progressively assemble a spatial M&E product. They leave with a reusable ArcGIS project structure, indicator-linked data model, mobile collection form specification, dashboard design and a completed map-based monitoring analysis suitable for adaptation to their own programme.

The course is suited to M&E professionals, programme staff, GIS analysts and data specialists who already work with project data and need to turn it into defensible geographic evidence. It is delivered over 10 instructor-led days, either in a classroom in 50+ cities or live online, with approximately 6.5 contact hours each day. Participants receive a certificate of completion.

What you will be able to do

  • Design a spatial M&E data model linking indicators, locations, reporting periods and beneficiaries
  • Configure ArcGIS Pro projects, geodatabases and quality controls for programme monitoring data
  • Build Survey123 forms with validation rules, repeat sections, calculations and geopoint capture
  • Analyse service coverage, access barriers and geographic disparities using spatial analysis methods
  • Create time-enabled maps and dashboards that track indicator performance against targets
  • Apply privacy, safeguarding and access-control methods to location-linked beneficiary information
  • Assess sampling coverage and evaluation evidence using mapped treatment, comparison and contextual data
  • Produce and present a complete map-based monitoring product for a programme decision

Benefits of attending

For you

  • Produce map-based monitoring evidence for donor reports and management meetings
  • Build validated digital forms for field data collection and supervisor review
  • Diagnose coverage gaps, access barriers and geographic inequities in programme delivery
  • Create ArcGIS dashboards that communicate performance by place and population group
  • Present defensible spatial findings with stated assumptions, limitations and privacy controls

For your organisation

  • Improve targeting by identifying underserved locations and populations using mapped indicators
  • Reduce reporting errors through controlled data models, validation rules and audit trails
  • Strengthen field monitoring through offline collection workflows and daily quality checks
  • Provide managers with current geographic performance dashboards for corrective action
  • Protect sensitive beneficiary information through aggregation, access controls and publication checks

Course modules

20 modules over 10 days

Participants can translate a results framework into spatial M&E questions, indicators and evidence requirements.

  • Results chains linking activities, outputs, outcomes and impact assumptions
  • Theory of change diagrams locating geographic risks and causal pathways
  • M&E questions translated into spatially disaggregated indicator requirements
  • Indicator reference sheets specifying numerator, denominator, source and frequency
  • Disaggregation choices for sex, age, disability, location and vulnerability
  • Spatial evidence limits, ecological fallacy and appropriate inference claims

Participants can select coordinate systems, assess spatial accuracy and document geographic data sources.

  • Coordinate reference systems, datums and projected coordinate systems compared
  • Geographic versus projected coordinates selected for distance and area analysis
  • Scale, resolution and positional accuracy assessed before analytical use
  • Map projections matched to country, region and cross-border programme extents
  • Metadata records documenting source, date, licence, accuracy and lineage
  • Geocoding, gazetteers and administrative boundaries checked against authoritative sources

Participants can establish an ArcGIS Pro project with organised layers, geodatabases and map layouts.

  • ArcGIS Pro projects structured with folders, geodatabases, maps and layouts
  • Feature classes, tables and domains created within a file geodatabase
  • Layer symbology, labels and definition queries configured for programme datasets
  • Editing workflows apply topology rules, snapping and attribute validation
  • Attribute fields designed using indicator definitions and controlled value lists
  • Project packages prepared for reproducible transfer between analysts

Participants can identify, correct and document quality issues in spatial monitoring datasets.

  • Data quality dimensions: completeness, validity, consistency, timeliness and uniqueness
  • Validation rules identify impossible values, duplicates and missing coordinates
  • Outlier screening combines attribute ranges, maps and field verification
  • Positional accuracy checks compare submissions with reference imagery and boundaries
  • Data-cleaning logs record corrections, exclusions, reasons and responsible staff
  • Quality assurance thresholds aligned with indicator reporting decisions

Participants can build a geodatabase schema that preserves relationships between indicators and locations.

  • Logical data models connect beneficiaries, services, sites, periods and indicators
  • Unique identifiers preserve links between household, facility and spatial records
  • One-to-many relationships configured for repeated monitoring observation records
  • Domains and subtypes standardise categories used in collection and reporting
  • Time-enabled fields support baseline, follow-up and trend analysis
  • Geodatabase schema documents field names, types, definitions and allowed values

Participants can configure validated Survey123 forms from indicator reference sheets and field protocols.

  • Survey123 forms convert indicator reference sheets into validated digital questionnaires
  • Relevant questions, constraints and calculations control respondent-specific form paths
  • Repeat sections capture multiple services, observations or household members
  • Geopoint capture settings balance required precision, privacy and field feasibility
  • Choice lists and multilingual labels support consistent enumerator data entry
  • Form testing traces validation failures before deployment to field teams

Participants can plan offline data-collection workflows with quality assurance and incident controls.

  • Offline map areas package basemaps and operational layers for disconnected locations
  • Field collection protocols define consent, identifiers, coordinates and photo evidence
  • Enumerator training materials explain GPS accuracy, edits and sync procedures
  • Daily synchronisation checks reconcile devices, submitted records and supervisor review
  • Incident procedures address lost devices, duplicate submissions and security concerns
  • Fieldwork monitoring maps show coverage, completion rates and flagged records

Participants can connect monitoring tables to spatial features and calculate valid geographic indicators.

  • Table joins connect monitoring results to administrative units and service points
  • Relates preserve repeated observations without duplicating feature geometry
  • SQL definition queries isolate reporting periods, target groups and intervention arms
  • Summarise Within calculates beneficiary counts and service totals by area
  • Field Calculator derives rates, ratios and percentage-point changes
  • Aggregation checks prevent double counting across sites, households and reporting periods

Participants can analyse service coverage, access barriers and areas requiring management attention.

  • Network-based travel-time analysis estimates access to health and protection services
  • Buffers test coverage around water points, schools and distribution sites
  • Hot Spot Analysis identifies statistically significant clusters requiring investigation
  • Kernel Density maps reveal concentration patterns while protecting individual identities
  • Overlay analysis compares intervention reach with vulnerability and hazard layers
  • Spatial joins quantify exposed populations within programme catchment boundaries

Participants can use imagery-derived information appropriately within monitoring and verification workflows.

  • Satellite imagery selection considers resolution, acquisition date, clouds and licensing
  • Supervised classification distinguishes land cover classes using training samples
  • NDVI change detection flags vegetation stress near programme intervention areas
  • Before-and-after imagery comparisons separate observable change from attribution claims
  • Accuracy assessment uses confusion matrices, reference samples and class-specific measures
  • Image-derived indicators document processing parameters, dates and known limitations

Participants can map baseline conditions, geographic targets and time-based performance trends.

  • Baseline maps establish starting conditions, denominators and geographic inequities
  • Targets disaggregated by district, service area and population group
  • Time-series layers track output delivery, outcome proxies and seasonal variation
  • Small-area denominators selected from censuses, registries and population estimates
  • Choropleth classification methods avoid misleading comparisons between unequal populations
  • Trend interpretation separates programme signals from displacement and contextual shocks

Participants can build dashboards that connect geographic performance data to decision questions.

  • ArcGIS Dashboards elements align indicators, filters, maps and decision questions
  • Serial charts, gauges and indicators present performance against approved targets
  • Selectors filter results by period, geography, demographic group and partner
  • Dashboard actions link maps, lists and charts for rapid investigation
  • Refresh schedules and data dependencies documented for reporting reliability
  • Accessibility checks address colour contrast, labels, screen readers and alt text

Participants can publish controlled web maps and reporting views for different stakeholder groups.

  • ArcGIS Online web maps publish controlled views of approved monitoring data
  • Hosted feature layers configured with editor tracking and update permissions
  • Group membership, sharing levels and item ownership govern access
  • Web app configurations support partner reporting, field coordination and public communication
  • Versioned reporting maps distinguish draft findings from approved publications
  • Service credits, storage and account roles monitored for operational continuity

Participants can apply privacy and safeguarding controls to maps containing sensitive information.

  • Data protection impact assessments identify risks from location-linked personal data
  • Aggregation, masking and generalisation reduce re-identification risk in published maps
  • Minimum necessary data principle limits sensitive attributes and retention periods
  • Role-based access controls restrict beneficiary records by operational responsibility
  • Consent language explains location capture, intended use and withdrawal routes
  • Safeguarding referrals remain separated from maps used for routine reporting

Participants can assess geographic sampling coverage and plan field verification protocols.

  • Sampling frames map eligible populations, clusters and inaccessible areas
  • Spatially balanced sampling improves geographic spread of monitoring observations
  • Cluster sampling accounts for travel constraints and design effects
  • Sentinel sites selected using risk, representativeness and longitudinal feasibility criteria
  • Coverage maps identify sampled, missed and replacement locations
  • Field verification protocols resolve discrepancies between sampled coordinates and reality

Participants can use mapped evidence to examine comparison areas, contribution and distributional effects.

  • Comparison maps define treatment, comparison and spillover areas before analysis
  • Difference-in-differences assumptions assessed through mapped pre-intervention trends over time
  • Propensity score matching considers spatial covariates and common support
  • Contribution analysis records alternative explanations, contextual events and evidence strength
  • Disaggregated findings test whether effects differ by location and group
  • Evaluation claims distinguish association, contribution and attributable causal effects

Participants can create clear map products and decision briefs for technical and non-technical audiences.

  • Map layouts apply visual hierarchy, scale bars, north arrows and sources
  • Classification choices communicate rates, counts and uncertainty without distortion
  • Small multiples compare locations, periods and population groups consistently
  • Annotation identifies material findings, caveats and recommended management actions
  • Technical notes state data sources, processing steps, dates and limitations
  • Decision briefs connect mapped evidence to resource allocation and corrective actions

Participants can establish governance procedures that support reliable, traceable spatial reporting.

  • Data governance roles assign stewardship, approval, maintenance and publication responsibilities
  • Standard operating procedures define collection, cleaning, analysis and archiving steps
  • Naming conventions and folder structures maintain traceable programme information assets
  • Metadata catalogues support discovery, reuse and controlled data sharing
  • Audit trails retain edit history, version dates and approval decisions
  • Data retention schedules specify archival, deletion and secure disposal requirements

Participants can use spatial monitoring results to prioritise actions and track management responses.

  • After-action reviews use dashboard exceptions to identify operational bottlenecks
  • Geographic prioritisation matrices rank areas by need, coverage and feasibility
  • Threshold alerts trigger verification, escalation and corrective action workflows
  • Scenario maps compare resource allocation options against population needs
  • Learning agendas convert recurring spatial questions into evidence priorities
  • Management response trackers assign owners, deadlines and verification evidence

Participants can build, review and present a complete spatial monitoring product for a programme decision.

  • Project brief defines decision users, questions, indicators and spatial scope
  • Geodatabase integrates cleaned monitoring records, boundaries and contextual reference layers
  • Analysis plan specifies joins, calculations, disaggregation and quality checks
  • Web map and dashboard communicate findings, caveats and management actions
  • Peer review tests data integrity, interpretability, safeguarding and reproducibility
  • Presentation defends methods, findings and recommendations before a review panel

Exercises and examples are adapted to each cohort's sectors and roles.

What you take back to work

  1. Spatial M&E data model template
  2. Indicator-linked geodatabase schema
  3. Survey123 monitoring form specification
  4. Field data-quality assurance checklist
  5. ArcGIS dashboard design blueprint
  6. Map-based monitoring analysis portfolio

Who should attend

  • Monitoring and Evaluation Officer — needs geographically disaggregated evidence for reporting and management decisions
  • GIS Analyst — needs M&E methods, indicator structures and programme reporting workflows
  • Programme Manager — needs maps and dashboards to target resources and correct delivery gaps
  • Data Manager — needs controlled geodatabases, validation rules and traceable reporting data
  • Humanitarian Information Manager — needs field collection, coverage analysis and safe data-sharing methods
  • Evaluation Specialist — needs spatial approaches to sampling, comparison areas and contribution evidence

Skills and tools covered

Spatial M&E designArcGIS Pro analysisMobile data collectionService coverage mappingDashboard reportingGeospatial data governance

Tools and standards

ArcGIS Pro, ArcGIS Online, Survey123, ArcGIS Dashboards

How the course runs

Training methodology

The course uses short instructor briefings followed by guided case work, group analysis and application planning. Participants work with realistic development and humanitarian datasets, including facilities, beneficiary records, administrative boundaries, survey responses and contextual layers. Trainers demonstrate ArcGIS workflows, then support participants as they configure data models, analyse coverage and create reporting products. Simulations address field collection, data-quality failures, access constraints and safeguarding decisions. Each participant develops materials that can be adapted to an active or planned programme.

Requirements and prerequisites

Participants should understand basic monitoring concepts such as indicators, baselines, targets, data sources and reporting periods. Experience using spreadsheets to clean, filter and summarise data is expected. Participants should be comfortable working with tables containing locations, administrative areas or facility records. Prior experience with GIS or ArcGIS is helpful but not required; the course introduces essential coordinate systems, map layers and ArcGIS workflows before advanced analysis. Programming, database administration, remote-sensing expertise and prior statistical modelling experience are not required.

A typical training day

08:30 – 10:30First session
10:30 – 10:45Refreshment break
10:45 – 12:30Second session
12:30 – 13:30Lunch and networking
13:30 – 15:00Third session
15:00 – 15:15Refreshment break
15:15 – 16:30Workshop and daily review

Live online deliveries follow the same structure in East Africa Time, with shorter screen blocks and longer breaks.

What the fee includes

  • Instruction by a practitioner facilitator
  • Full course workbook and materials
  • Exercise files, templates and case studies
  • Refreshments and lunch on classroom deliveries
  • Certificate of completion
  • Post-course application plan

Frequently asked questions

No prior ArcGIS experience is required, although familiarity with spreadsheet data is expected. The course begins with ArcGIS Pro projects, layers, coordinate systems and data structures before progressing to analysis and dashboards.

Participants should bring a laptop capable of running the required software for classroom delivery, or meeting the stated technical requirements for live online delivery. Where organisational policy permits, participants may also bring a non-sensitive sample of their own programme data.

It is designed for M&E officers, GIS analysts, data managers, programme managers, information managers and evaluation specialists. Participants gain most when they work with indicators, field data, service locations or reporting responsibilities.

General GIS courses focus primarily on mapping and spatial data techniques. This course applies those techniques to results frameworks, indicators, field monitoring, coverage analysis, evaluation evidence, donor reporting and safeguarding requirements.

Participants can adapt the templates, data model and reporting designs to an active programme or planned assessment. Typical applications include facility coverage mapping, beneficiary monitoring, field verification, dashboard reporting and geographic targeting.

Each day runs from 08:30 to 16:30 and provides approximately 6.5 contact hours. The first week establishes data, collection and analysis workflows; the second week develops dashboards, governance, evaluation applications and the final capstone product.

Questions about this course?

Ask about dates, fees, group bookings or running it for your team. Our training team replies by email.