How to write an M&E plan, step by step
Nov 12 2026 · Planning
A step-by-step sequence for writing an M&E plan a donor will accept: theory of change, indicators, evidence, calendar and owners.
To write an M&E plan, work in one direction: theory of change first, then indicators, then evidence, then calendar, then owners. State the change you expect in three lines. Choose five to eight core indicators, each with a baseline, a target and a named means of verification. Set the collection dates and assign one person's name to each indicator. Finish by describing how findings will be used — which decisions, at which meetings. Keep sampling, tools and analysis in annexes. The plan is complete when every indicator has a source, a date and an owner, and when you can name the decisions the findings will inform.
What is an M&E plan and what must it contain?
A monitoring and evaluation plan is the document that states what you will measure, how you will measure it, when, who is responsible, and what you will do with the findings. It is a working document, not a compliance artefact. If it cannot be used mid-project to make a decision, it is too long.
Every plan needs six parts:
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Written for M&E professionals. Not a guarantee of accuracy — always verify every claim against its source, and let a named human sign off. Get the free handbook.