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Quality, Excellence & AccreditationAGS-10-022

RBME - Results-Based Monitoring & Evaluation for Bank-Financed Projects

RBME - Results-Based Monitoring & Evaluation for Bank-Financed Projects

Bank-financed projects are monitored against the terms of their financing agreement, and this system is written to report on exactly those terms.

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Written by practising auditors with 20+ years in the field.

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57 ready-to-use documents 57 Word · plus the AGS license

By document type

Total 57
CategoryFiles
Manuals1
Policies1
Procedures & SOPs12
Forms & Records22
Checklists & Audit Tools10
Registers, Logs & Matrices1
Training & Awareness4
Guides & Work Instructions6

Key documents

ReferenceDocumentFormat
AGS-QM-01Quality Manual Word
AGS-POL-01Results-Based M&E Policy Word
AGS-PR-04Logical Framework Development Word
AGS-PR-06M&E Planning and PMF Word
AGS-F-07Logical Framework Matrix Word
AGS-F-09Performance Measurement Framework Word

Overview

This is a results-based monitoring and evaluation system for projects financed by development banks and international financial institutions, where M&E and reporting obligations are conditions of funding rather than good practice. It is written for the project implementation unit and the executing agency: a quality manual and a results-based M&E policy set the framework, and a master index and reading guide points each role to the documents it will actually use.

Procedures cover stakeholder identification; problem, objectives and options analysis; logical framework development; indicator definition and baselines; M&E planning and the performance measurement framework; data collection and quality assurance; performance monitoring and reporting; risk, assumption and issue management; evaluation management; management review and lessons learned; and internal audit and corrective action. Forms provide the logframe matrix, indicator reference sheets, the performance measurement framework, baseline data collection, field visit reports, periodic progress reports and data quality assessment records. Guidance runs from the results chain to writing indicators, baselines and targets, monitoring variance and candid reporting, a terminology concordance between financiers' vocabularies, and the OECD-DAC evaluation criteria in practice.

What this system covers

  • Results framework design — logframe development, options analysis and results statements a financier will recognise
  • Indicators, baselines and the performance measurement framework — what each measure means and what it must reach
  • Data collection and quality assurance — collection instruments and data quality assessment before anything is reported
  • Field monitoring and supervision readiness — visit reports, variance analysis and candid reporting of what is off track
  • Periodic progress and results reporting — reporting against the indicators the financing agreement fixed
  • Risk, assumption and issue management — registers maintained through implementation rather than written once
  • Evaluation against OECD-DAC criteria — mid-term and completion evaluation and the quality of the resulting reports
  • Closure and learning — project closure checks, lessons learned, management review, internal audit and corrective action

Who it's for

Project implementation units, executing agencies and M&E officers delivering World Bank, regional-bank or donor-financed programmes, typically under reporting covenants with a supervision mission or mid-term review approaching. Tailored to your project, results framework and financier requirements, it puts field and headquarters staff on one reporting method and gives every figure a documented source, which is what answers awkward questions with evidence rather than reconstruction.

Everything you get

Every toolkit gives you a full set of working documents for your standard, ready to edit and use.

Editable Word and Excel

Native Microsoft files. Add your logo and adapt every document to how you work.

Instant download

Your full toolkit arrives as a ZIP the moment payment clears.

Unlimited users

One purchase covers everyone in your organisation. No per-seat fees.

Written by auditors

Built by people who run real audits, so the content matches what assessors check.

Yours to keep

One payment, perpetual licence for your organisation. No subscriptions, no renewals.

Refund guarantee

Full refund if your files are faulty, incomplete or not as described and we can't put it right

Frequently asked questions

What exactly do I receive?

A downloadable ZIP containing the full set of ready-to-use documents for this toolkit — manuals, procedures, forms, records, checklists, guidance and training material, all in editable Word and Excel format. The exact document count is shown at the top of this page.

Are the documents really editable?

Yes. Every file is native Microsoft Word or Excel — no locked PDFs. Add your logo, change wording, and tailor the content to your organisation. The toolkit is yours to keep and reuse.

Does this certify my organisation?

No. These are documentation toolkits aligned to the relevant standard to help you prepare. Certification itself is issued by an accredited certification body after their audit. Our toolkits give you a strong, audit-ready starting point.

How is it delivered?

Instantly and digitally. There's no physical shipment — you download the files right after payment and receive a backup link by email.

Do I get updates?

Yes. If we revise this toolkit, you're entitled to the updated version at no extra cost — just contact us with your order details.

What is your refund policy?

These are digital products, so once a toolkit has been downloaded we cannot take it back. If you have not downloaded yet, contact us and we will cancel the order and refund you in full. We also refund in full if the files are damaged, incomplete, or not what the product page described.

Cannot find your standard?

Tell us which scheme you work to. We will point you to the right toolkit.

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