M&E Templates

M&E plan templates and checklists

Use these copy-ready templates to plan indicators, document data sources, review data quality, and design public health dashboards.

Back to M&E hub · Last reviewed: June 3, 2026

Table Templates

Use these table layouts when preparing a proposal, donor report, program workplan, or dashboard specification.

M&E plan matrix
Objective	Indicator	Baseline	Target	Data source	Frequency	Responsible team
Improve service coverage	% of eligible population reached	Baseline value	Target value	Register / DHIS2 / survey	Monthly	Program M&E team
Improve service quality	% of sites meeting quality standard	Baseline value	Target value	Supervision checklist	Quarterly	Technical team

Indicator reference table
Indicator	Type	Numerator	Denominator	Disaggregation	Interpretation note
Reporting completeness	Process	Reports received	Reports expected	District, facility, partner	Review with reporting unit list and submission deadlines.
Coverage	Outcome	People reached	Eligible population	Age, sex, geography	Check denominator accuracy before comparing areas.

Data quality review table
Dimension	Question	Evidence checked	Status	Action needed
Completeness	Were all expected reports received?	Reporting tracker	Good / Needs review	Follow up missing sites.
Accuracy	Do source records match submitted totals?	Register and monthly report	Good / Needs review	Correct discrepancy and document reason.

M&E Plan Template

Program name:
Program goal:
Geographic area:
Target population:
Implementation period:

Theory of change:
If we provide [activities/services] to [target population], then [short-term outcome] will improve, contributing to [long-term impact].

Key objectives:
1.
2.
3.

Indicators:
- Indicator name:
- Indicator type: Input / Process / Output / Outcome / Impact
- Numerator:
- Denominator:
- Data source:
- Reporting frequency:
- Responsible person/team:
- Disaggregation:
- Baseline:
- Target:

Data quality plan:
- Completeness checks:
- Accuracy checks:
- Timeliness checks:
- Consistency checks:

Review and use:
- Data review meeting frequency:
- Decisions supported by the data:
- Reporting audience:

Indicator Reference Sheet

Indicator name:
Indicator type:
Purpose:

Definition:

Numerator:

Denominator:

Calculation:

Data source:

Reporting frequency:

Disaggregation:

Baseline:

Target:

Responsible team:

Known data quality issues:

Interpretation notes:

Data Quality Checklist

Completeness:
[ ] All expected reports received
[ ] Missing facilities/sites identified
[ ] Blank fields reviewed

Accuracy:
[ ] Source documents match summary report
[ ] Outliers investigated
[ ] Duplicate records checked

Timeliness:
[ ] Reports submitted by deadline
[ ] Delayed reports documented

Consistency:
[ ] Indicator definition unchanged
[ ] Numerator and denominator use same reporting period
[ ] Data match previous trend or differences are explained

Validity:
[ ] Indicator measures intended concept
[ ] Data source is appropriate
[ ] Disaggregation categories are correct

Dashboard Planning Checklist

Dashboard audience:
Primary decisions supported:
Refresh frequency:

Core indicators:
1.
2.
3.

Required filters:
[ ] Date
[ ] Geography
[ ] Facility/site
[ ] Sex
[ ] Age group
[ ] Partner/implementer

Visuals:
[ ] KPI cards
[ ] Trend chart
[ ] Map or geographic table
[ ] Target progress bar
[ ] Data quality warnings

Action thresholds:
- Green:
- Yellow:
- Red:

Review process:
- Who reviews the dashboard?
- How often?
- What actions are documented?