07 · Topic cluster

Project and strategy M&E

The project-management interface, earned value management, risk registers, balanced scorecard, OKRs and KPI cascades, and mid-term reviews.

M&E and project management measure overlapping things and rarely talk to each other. Project management asks whether the work is on schedule and within budget; M&E asks whether the work is producing the change it promised. A programme can be perfectly on schedule and achieving nothing, and only one of these functions will notice.

The same disconnection appears one level up, between organisational strategy and the measurement attached to it. Balanced scorecards, strategy maps, OKRs and KPI cascades are all attempts to make a strategy measurable; each has a characteristic way of failing, usually by proliferating indicators until nobody can say which ones matter. These pages cover both interfaces and the review points where they are supposed to meet.

  1. 00 · Updated 18 August 2026

    The project management–M&E interface

    Where PM and M&E meet: WBS and milestones as monitoring scaffolding, PMBOK measurement thinking, schedule health, and who owns which data.

  2. 01 · Updated 18 August 2026

    Earned value management

    EVM in plain terms: planned value, earned value, actual cost; CPI and SPI; forecasting completion — and when EVM is overkill for development projects.

  3. 02 · Updated 18 August 2026

    Risk registers and risk monitoring

    Running a risk register that changes decisions: ISO 31000 process, likelihood-impact scoring, risk appetite, KRIs, and the register-M&E connection.

  4. 03 · Updated 18 August 2026

    The Balanced Scorecard and strategy maps

    Kaplan and Norton's Balanced Scorecard: four perspectives, strategy maps, adaptation for public and nonprofit organisations, and honest critiques.

  5. 04 · Updated 18 August 2026

    OKRs and KPI cascades in institutions

    Objectives and key results, KPI cascades and institutional performance reporting: mechanics, public-sector fit, and the gaming risks Goodhart warned about.

  6. 05 · Updated 18 August 2026

    Mid-term reviews

    The MTR as a course-correction instrument: scope, timing, questions, MTR vs evaluation, and turning findings into a re-planned second half.