Module 3: Strategic Planning, Monitoring & Evaluation of SDG Initiatives
Chapter 1: Introduction to Monitoring & Evaluation (M&E)
What is M&E and Why It Matters: Monitoring and Evaluation (M&E) is a process used to track the progress and measure the outcomes of a project over time. Monitoring refers to the ongoing collection and analysis of information while a project is being implemented, helping ensure activities stay on track. In contrast, Evaluation is the periodic assessment of a project’s results and impact, often conducted at mid-term or end-of-project to judge its success and learn lessons. Together, M&E provides valuable insights into how effective an initiative is, allowing project teams to make informed decisions, adjust strategies, and improve results. In the context of campus SDG initiatives, M&E is crucial because it shows whether efforts (like a recycling program or a diversity campaign) are actually making a difference toward the Sustainable Development Goals (SDGs). It also builds accountability – both to the campus community and to any partners or funders – by demonstrating results achieved.
Monitoring vs. Evaluation – A Practical Example: To clearly distinguish these two concepts, consider a campus energy-saving project. Monitoring this project might involve tracking monthly electricity usage in dorms and noting whether it decreases after an intervention (e.g. installing LED bulbs). This monitoring data is collected continuously (every month) to check progress. Evaluation, on the other hand, might occur after one year to assess the overall impact of the project – for example, calculating total energy reduction over the year, cost savings achieved, and surveying student awareness before vs. after the initiative. In this example, monitoring could be a dashboard that shows energy use each month (ensuring the project is on course), whereas evaluation would be an end-of-year report determining if the project met its goals (e.g. 15% reduction in energy use) and what outcomes or lessons emerged. Both are important: monitoring helps catch issues early and keep the project aligned with its targets, while evaluation helps understand the effectiveness and guide future improvements.
M&E Cycle (Plan–Monitor–Evaluate): Most projects follow an M&E cycle that starts with planning what to monitor, then collecting data during implementation, and finally evaluating outcomes. A simple cycle might be: Plan (define goals and indicators) → Monitor (collect data regularly) → Evaluate (analyze data to draw conclusions) → Improve (use evaluation findings to inform future actions). Each step feeds into the next. For instance, at the planning stage of a campus SDG project, you decide what success looks like (e.g. “20% increase in recycling rate in 6 months”). During implementation, you monitor by measuring the recycling rate each month. At the end, you evaluate whether the 20% increase was achieved, and investigate why or why not, and then use those insights to improve or scale the initiative.
Video Recommendation: Monitoring and Evaluation – Understanding the Basics (YouTube, ~5 minutes). This short video explains the M&E cycle in simple terms, illustrating how continuous monitoring and periodic evaluation work together. It’s a helpful visual summary for beginners to grasp why M&E is important in project success. (Instructor can embed this video for students to watch.)
Discussion Prompts: (Use these to reflect on the importance of M&E in your campus project)
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Why do you think both monitoring and evaluation are needed in a campus SDG project? Can you have one without the other and still succeed?
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Think of a small initiative (on campus or elsewhere) you’ve been involved in. What would “monitoring” that initiative look like versus “evaluating” it?
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In your SDG project team, what specific aspect are you most interested in monitoring regularly, and what would you want to evaluate at the end? (For example, monitoring attendance at events vs. evaluating overall awareness raised.)
Chapter 2: Key Performance Indicators (KPIs) and Data Collection
Defining KPIs and the SMART Framework: Key Performance Indicators (KPIs) are specific measures used to assess progress toward a goal. In other words, a KPI is a quantifiable indicator that tells you how well you are achieving your objectives. In sustainability projects, KPIs translate broad goals into measurable targets. For example, if your campus initiative goal is to reduce waste, a KPI might be “percentage of waste diverted from landfill”. Well-chosen KPIs follow the SMART criteria – they should be Specific, Measurable, Achievable, Relevant, and Time-bound. This means each KPI pinpoints one aspect to measure, uses quantifiable units, is realistically attainable, ties into your project’s purpose/SDG, and has a clear timeframe or deadline. For instance, instead of a vague goal like “increase recycling significantly,” a SMART KPI would state “Increase recycling rate from 40% to 60% on campus by the end of this academic year.” This KPI is specific (recycling rate), measurable (from 40% to 60%), achievable (assuming proper resources and effort), relevant (contributes to waste reduction and SDG 12), and time-bound (by end of academic year).
KPIs vs. Metrics – Understanding the Difference: It’s useful to distinguish between general metrics and true KPIs. Metrics can be any data you track (e.g. total paper waste in kg, number of students attending sustainability workshops, etc.). KPIs are those metrics you’ve chosen as key targets for your project’s success. In other words, all KPIs are metrics, but not all metrics are KPIs. For example, you might track multiple metrics for a campus recycling program (paper, plastic, compost volumes, participation rates), but your chosen KPI might be “overall waste diversion rate (% of total waste that is recycled or composted)” as the primary success indicator. Another example: metric = “electricity use in kWh for each dorm,” while KPI = “10% reduction in electricity use per dorm by Q4”. The KPI includes a target and time frame derived from the metric. Always align KPIs with project goals and broader institutional priorities – good KPIs connect the project’s day-to-day metrics with the bigger sustainability mission of the campus.
Examples of KPIs in Campus Sustainability: Campus SDG initiatives cover environmental, social, and economic dimensions, so KPIs can be diverse. Here are a few examples across different sustainability areas:
Waste Reduction: Waste diversion rate (e.g. increase from 50% to 70% of waste diverted from landfill through recycling/composting). Another KPI could be total waste per student per year (with a target to decrease it, say from 100 lbs to 80 lbs per student).
Energy and Carbon: Energy consumption (kWh per campus building occupant, aiming for a reduction by 15%), or carbon footprint per student (targeting a lower CO₂ emission per capita through energy savings and renewables). A specific KPI might be “% of energy from renewable sources” (e.g. increase solar energy contribution to 30% of campus energy mix).
Water Usage: Water consumption per capita (liters per student, with a goal to cut by X%), or number of water refill stations installed (as an output metric if reducing bottled water usage is a goal).
Social Inclusion and Well-being: Diversity and inclusion index (composite score or % representation of underrepresented groups in an activity), or community outreach hours (e.g. average volunteer hours per student per semester, targeting a growth to support SDG 11 or 17). Another KPI example: student sustainability literacy – measured by a quiz where the target is 80% of participants score above a certain threshold, aligning with SDG 4 (quality education).
Campus Engagement: Participation rate in sustainability events (e.g. “500 students pledge to sustainable habits this semester”), or student satisfaction with campus sustainability efforts (perhaps via survey results, aiming for a specific average rating). For instance, if you run a green dorm competition, a KPI could be “number of dorms achieving >20% energy savings.”
Each KPI should have a clear data source and method of measurement. For example, energy use can be measured via utility bills or smart meters, waste diversion via facilities reports, and inclusion or awareness via surveys.
Designing Indicators – Template: When your team designs KPIs for your project, it’s helpful to use a template or checklist to ensure they are well thought out. Below is a simple Indicator Design Template you can use as a starting point (feel free to adjust it for your needs):
Goal/Objective: What is the project trying to achieve? (e.g. “Reduce single-use plastics on campus.”)
Indicator (KPI): How will you measure progress toward that goal? (e.g. “% reduction in single-use plastic bottles purchased on campus.”)
Definition & Unit: Clarify the metric – what exactly are you measuring and in what units? (e.g. “Comparing number of plastic bottles sold per month before vs. after intervention, measured in units sold.”)
Target Value: What is the specific SMART target? (e.g. “30% reduction by end of semester.”)
Data Collection Method: How will you get the data? (e.g. “Use cafeteria purchase records and vending machine sales data to count bottles sold.”)
Frequency: How often will you collect or check the data? (e.g. “Monthly monitoring.”)
Responsibility: Who will collect and analyze the data? (e.g. “Team member A will gather sales data; member B will calculate the reduction percentage.”)
Using a template like this ensures each KPI is clearly defined and practical. Make sure every team member understands the indicators so you can all watch the data and interpret it correctly.
Simple Data Collection Tools: For student projects, data collection doesn’t have to be high-tech or expensive. Here are a few accessible tools and methods:
Surveys and Forms: Online surveys (Google Forms, Microsoft Forms, SurveyMonkey) are great for collecting feedback, conducting awareness quizzes, or measuring behavior changes (for example, asking students if they changed habits after a campaign). They automatically compile data in spreadsheets for analysis.
Observation and Logs: You can manually record observations in Google Sheets or Excel. For instance, do weekly counts of bicycles in the rack (for a sustainable transport project) or log food waste volumes from dining hall bins. Simple tally sheets or checklists on clipboards can be digitized later.
Sensors and Meters: Leverage existing campus infrastructure if possible – e.g. read water or electricity meter data for a dorm energy competition (facilities management might provide these). There are also smartphone apps and cheap devices for counting foot traffic or measuring decibel levels (if your project is noise reduction, for example).
Interviews or Focus Groups: For more qualitative data (like understanding why students may not use recycling bins), short interviews or focus group discussions can be informative. Take notes or record (with permission) and then categorize responses to find common themes.
Mobile Apps: If appropriate, apps like SDGs in Action or other citizen science apps can engage participants to input data (like reporting litter hotspots via an app). Even social media polls can gather quick data points from the student body.
Group Activity Idea: “Designing KPIs for Our Project” – Break into your project teams and do the following:
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Brainstorm Goals: Revisit the main goal of your SDG campus project. Write it down clearly.
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Draft 2–3 KPIs: As a group, propose two or three KPIs that would indicate success for that goal. Ensure they are SMART. For each KPI, discuss what data you’d need and how you would collect it. For example, if your project is about campus gardens for SDG 2 (Zero Hunger), a KPI might be “Produce 100 kg of vegetables by end of season to donate to local food pantry.” Data needed would be weight of produce harvested, recorded each week.
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Share and Refine: If in class, each group can share one KPI idea and the class can discuss if it’s SMART and suggest improvements or identify challenges in measurement. This peer feedback can help refine the indicators.
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Template Fill-out: Fill out a mini indicator design template for at least one KPI (as above: define it, set a target, identify data source, etc.). This can be submitted or reviewed by the instructor for feedback before you proceed to actually collect data.
By the end of this activity, you should have practical, well-defined KPIs and a plan for collecting the data needed for monitoring your project’s progress.
Chapter 3: Strategic Planning for Scaling Sustainability Projects
What is Strategic Planning in Sustainability? Strategic planning is a structured process of defining where you want a project or organization to go and how you will get there. In sustainability initiatives on campus, strategic planning means taking a step back from day-to-day activities and mapping out a long-term plan that aligns with the broader goals of the university (such as its sustainability policy or SDG commitments). This is especially important when you want to scale up a project – i.e., expand its impact or reach. Rather than doing one-off activities, strategic planning helps integrate the project into the campus’s vision for sustainable development. A good strategic plan answers: What is our ultimate vision of success? What objectives must we achieve to get there? Who needs to be involved? What actions should we take, and on what timeline? By planning strategically, student projects can attract more support, avoid duplication of efforts, and ensure their work contributes meaningfully to institutional SDG goals. Many universities encourage using the campus as a “living lab” for sustainability – strategic planning helps turn a small pilot (like a bike-share program in one dorm) into a campus-wide initiative that aligns with, say, the university’s climate action plan or SDG strategy.
Key Components of a Sustainability Strategic Plan: Whether you are creating a plan for your specific project or contributing to a campus-wide plan, some common components include:
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Vision: A clear vision statement describes the ideal future you are working towards. For example, “Our campus becomes zero-waste by 2030 and fosters a culture of conscious consumption.” The vision is broad and inspirational. It guides all other decisions.
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Objectives/Goals: These break the vision into specific, tangible goals. Objectives should be SMART as well. For instance, “Reduce total campus waste by 50% in 5 years” or “Achieve 30% renewable energy use by 2025.” In a student project context, an objective might be “Expand our community garden to 3 different campus locations and involve 100 students annually.” Each objective should clearly link to one or more SDGs (say, SDG 12 for waste, SDG 7 for energy, SDG 2 & 15 for gardens, etc.). This ensures relevance to the bigger picture.
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Key Actions/Initiatives: For each objective, list the major actions or initiatives that will be undertaken. These are the concrete steps or projects. In a strategic plan, actions might be phrased as strategies or initiatives. For example, to achieve the waste reduction objective, key actions could include launching a composting program in dorms, conducting a campus-wide education campaign on recycling, and eliminating single-use plastics in cafeterias. It can be helpful to prioritize actions (e.g. which ones come first or have biggest impact).
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Stakeholders & Responsibilities: Identify who needs to be involved for each action. Stakeholders can include campus offices (e.g. Facilities, Dining Services, Student Union, Faculty, the Sustainability Office), student groups, or external partners (like local NGOs or city agencies). Assigning roles or at least acknowledging partners is crucial. For instance, if scaling a bike-share, you’d note you need campus transportation office approval, student government support for funding, city coordination for bike lanes, etc. Engaging stakeholders early through the strategic plan builds a sense of shared purpose. (This also ties in with the stakeholder engagement in Chapter 4.)
Timeline & Milestones: A strategic plan lays out a timeline – often a multi-year outlook for long-term projects, or at least semester-by-semester for a student initiative. Set milestones for checking progress. For example, Year 1: pilot program in two dorms; Year 2: expand to all dorms; Year 3: include off-campus student housing, etc. A Gantt chart or timeline graphic can help visualize this. Timelines ensure the project doesn’t stall and helps with monitoring (tie back to Chapter 1 & 2 by scheduling when to measure those KPIs along the way).
Resources: (Though not explicitly listed in the chapter outline, it’s often part of planning.) Consider what resources are needed – funding, materials, people, etc. A strategic plan might include a brief note on resources or support required for each action. For scaling, identifying potential funding sources or partnerships can be part of the strategy (e.g. applying for a campus improvement grant next semester, or collaborating with an academic department for research support).
All these components should interlink. The vision drives the objectives; objectives guide what actions are chosen; actions involve stakeholders and have timelines; and all should align with the SDGs and campus strategy. In fact, many universities have official sustainability strategic plans – as student leaders, understanding and referencing those can strengthen your project. For example, if your campus has a goal for carbon neutrality by 2040, showing how your energy-saving project contributes to that goal will make your plan more compelling and likely to get institutional support.
Group Task – Creating a Strategic Roadmap: Now that your team has a project and some results (from monitoring), it’s time to think about scaling it up. Work with your team to develop a Strategic Roadmap for your project’s next steps. Use the following template of headings to structure your plan (you can create a document or presentation slide for each):
Vision Statement: What long-term change do you envision if your project is scaled up? (1-2 sentences painting a picture of success, aligned with an SDG or campus goal.)
Objectives: List 2–4 specific objectives that you want to achieve as you scale the project. These should be measurable. (For example, “Expand the recycling program to all campus buildings and achieve a 60% recycling rate within 2 years.”) Each objective should connect to the vision.
Key Actions/Strategies: Under each objective, outline the main actions or strategies to implement. Be concrete. (E.g., for recycling: “Action 1: Install standardized recycling bins in every building (with Facilities Dept. help); Action 2: Conduct monthly recycling workshops in dorms; Action 3: Introduce incentives (competition) among departments to improve recycling rates.”)
Stakeholders & Partnerships: Identify the people, groups, or offices you need to involve. Who are the stakeholders critical to each action? (E.g., Facilities Management for bin installation, Residential Life for dorm workshops, Student Government for incentive funding, etc.) Also consider who benefits and who should be kept informed. If relevant, note any external partners (city recycling program, local businesses for sponsorships, etc.).
Timeline/Milestones: Set a timeline for your plan. You can break it into near-term, mid-term, long-term. (E.g., “By end of this semester: complete Action 1; Next semester: roll out Actions 2 and 3; By end of next year: meet Objective of 60% recycling rate.”) Include any key milestones or check-in points to evaluate progress (tie in your KPIs here to say when you’ll measure them).
(Optional:) Resource Needs: List any notable resources needed (funding, materials, approvals) – this can help anticipate challenges and who to approach for help. For example, “Need ~$500 for new bins – possibly apply to Green Campus Fund”.
Outcome: Once your team drafts this strategic roadmap, you will have a clearer picture of how to take your project beyond the pilot stage. This is essentially a mini strategic plan. It can be used to guide your work, and also to communicate with others (for instance, you could present this plan to the Campus Sustainability Office or relevant stakeholders to get their buy-in).
Instructor’s Note: This group task sets the stage for the upcoming presentation (Chapter 4) – students can use their strategic plan to inform their final project presentation or stakeholder pitch. Encourage teams to be creative yet realistic, and remind them to ground their plan in the data they’ve collected (evidence from monitoring & evaluation can justify their proposed scale-up plan).
Chapter 4: Stakeholder Role-Play and Presentation Guidelines
By this stage, your team has gathered results and created a plan for scaling your SDG project. The next step is to communicate your work effectively. Chapter 4 offers two presentation format options and tips for engaging others in your project:
Presentation Format Options: You may choose one of two ways to present your project:
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Standard Group Presentation: This is a conventional presentation in class (or via video) where your team presents your project findings and strategic plan to your peers and instructor. You’ll cover the project background, what you did, the results (with KPIs), and your plan to scale it up (the strategy). Think of it as reporting what you achieved and what comes next.
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Simulated Stakeholder Pitch: This is a role-play style presentation where you pitch your project as if to a specific stakeholder or audience who could help implement or fund your plan. For example, you might present as if you are in front of the University Sustainability Committee, or the Campus Facilities Director, or the Student Government, etc. In this format, you tailor your messaging to that audience’s interests. The goal is to convince them of your project’s value and to gain their support to scale it.
Both options allow you to showcase your work, but they have slightly different focuses. The standard presentation is more informational (geared toward the class/instructor as audience), whereas the stakeholder pitch is more persuasive (geared toward a real-world audience who has a stake in your project’s success).
Preparing Your Presentation: Whichever format you choose, a well-structured presentation is key. Here are guidelines to help you prepare:
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Use a Template: (Refer to Chapter 6 for a detailed template outline.) Ensure you include all critical sections: project title, team, background/problem statement, goals & SDG relevance, your KPIs and findings, your action plan for scaling, and a conclusion. This logical flow helps the audience follow along.
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Be Mindful of Time: Plan the timing for each part. If you have 10 minutes total, for example, spend ~2 minutes on introduction, ~5 minutes on what you did and results, ~3 minutes on your scale-up plan and conclusion. Practice to make sure you fit the time slot.
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Visual Aids: Use slides or visuals to enhance clarity. Include graphs of your data (for instance, a before-and-after bar chart of your KPI results), or a timeline graphic for your plan. Visuals should complement your speaking, not overwhelm. (Avoid text-heavy slides; use bullet points or images/charts.)
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Team Coordination: Decide who will speak for which parts. It’s usually best if all team members have a speaking role. For example, one can introduce, another presents the data, another outlines the strategic plan, and so on. Transition clearly between speakers. Practice as a group to ensure smooth delivery.
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Anticipate Questions: Think about what questions the audience or stakeholder might ask. If it’s a stakeholder pitch, put yourself in their shoes: they might ask about budget, feasibility, or how it aligns with their priorities. Prepare to address these either within the presentation or in a Q&A.
Regular Presentation vs. Stakeholder Pitch – Specific Tips:
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If doing a regular presentation: Keep a formal tone and make sure to explain any campus-specific context (don’t assume the class knows all details of, say, how Dining Services works). Emphasize what you learned and the impact of your project on the campus/community. You are essentially educating your peers about your project and demonstrating the skills you’ve gained.
If doing a stakeholder pitch: Identify which stakeholder you are targeting (decide this as a team). Adjust your language and content to their interests. For instance, if pitching to an administrator or Facilities Director, focus on outcomes like cost savings, student benefits, or risk reduction (e.g. “This energy project can save the campus $5,000/year and engage 500 students in sustainability”). If pitching to Student Government, emphasize student impact, engagement, and how it improves campus life or student reputation. You might even choose one team member to play the role of the stakeholder to simulate an interaction. Keep the tone persuasive and appreciative of the stakeholder’s perspective (e.g., “With your support, we can achieve…”, “This aligns with the University’s goal of X…”).
Role-Play Element: For the stakeholder pitch option, you can get creative. For example, set it up like a meeting: address the audience as if they are that stakeholder group (“Thank you, Board of Trustees, for giving us time today…”). You could use props or a scenario (like pretending to hand over a proposal document). The key is to demonstrate you understand the stakeholder’s priorities and how your plan fits them. This exercise builds real-world communication skills, as you often have to “sell” sustainability projects to decision-makers outside the classroom.
Encouraging Feedback (Peer & Instructor): After each presentation, it’s valuable to get feedback to learn and improve. Here’s how we’ll handle feedback:
Peer Feedback: Students in the audience should be prepared to respond with at least one positive comment and one suggestion. For example: “The data visualization was really clear and convincing,” and “I was curious if you considered involving faculty in your stakeholder list – that might strengthen your plan.” We can also pose specific questions for peer feedback, such as:
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“If you were the targeted stakeholder (e.g. a dean, or a student leader), did the presentation convince you? Why or why not?”
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“What aspect of the project was communicated most effectively, and what could be clarified further?”
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“What did you learn from this team’s project that could apply to your own initiative?”
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Instructor Feedback: The instructor will use the rubric (Chapter 5) to provide structured feedback on each category (SDG relevance, KPIs, etc.). You’ll receive scores or comments for each area. Additionally, expect some questions from the instructor during Q&A – these are to probe your understanding (e.g., asking you to elaborate on how you chose your KPIs, or how you might handle a certain challenge in scaling up).
Both peer and instructor feedback are meant to be constructive. Listen carefully and take notes. Pro-tip: After your presentation, debrief as a team: discuss what went well and what you’d improve next time. This reflective practice will solidify your learning experience.
In summary, Chapter 4 prepares you to present and advocate for your project. Whether you choose a straight presentation or a stakeholder pitch, use this as an opportunity to celebrate your hard work, teach others about your SDG initiative, and gain support for taking it forward. Good communication is a vital skill in sustainability leadership!
Chapter 5: Group Project Assessment Rubric
To ensure fair and transparent grading of your SDG project, we will use a rubric with five categories. Each category assesses a crucial aspect of your project and presentation. For each category, there are performance levels: Outstanding, Satisfactory, and Needs Improvement. Below is the rubric outline with descriptors for each level:
1. SDG Relevance:
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Outstanding: The project has a clear and strong connection to specific SDG(s). The team demonstrates deep understanding of the SDG goal(s) and targets, and the project’s impact on those goals is explicit and significant. They effectively communicate why the project matters for sustainability at the campus or community level, possibly even linking to institutional sustainability plans or global contexts.
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Satisfactory: The project is generally aligned with an SDG, and the connection is mentioned, though it may not be extensively detailed. The team shows a basic understanding of the SDG relevance and addresses it adequately. Impact on the SDG is present but could be articulated more strongly or supported with more evidence.
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Needs Improvement: The project’s link to an SDG is unclear or weak. It might be vaguely related to sustainability but the team does not clearly explain which SDG it targets or why it’s important. The relevance might be superficial (e.g., just stating the SDG number without context), or the project may drift from the SDG’s intent. More work is needed to connect the project to a meaningful sustainability goal.
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2. Key Performance Indicators (KPIs) & Data:
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Outstanding: The team identified well-defined, SMART KPIs and collected relevant data. Indicators are specific and clearly measure the project’s outcomes (for example, actual percentages, counts, survey scores, etc. are provided). Data collection and analysis are thorough: results are presented clearly (with tables/graphs or summary statistics) and the team interprets the data insightfully (e.g., explaining trends or unexpected results). The project’s success metrics are very evident and backed by evidence.
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Satisfactory: The team has one or more KPIs and some data to show results. The KPIs mostly make sense, though some might be lacking in specificity or completeness. Data is collected and presented, but perhaps with minor gaps or just basic analysis. The team indicates whether targets were met or not, though the depth of insight may be moderate. Overall, the project’s outcomes are measured, just not as robustly or clearly explained as they could be.
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Needs Improvement: The project has inadequate or poorly chosen KPIs, or little data to demonstrate outcomes. The indicators may be very general (or absent), and data collection might appear haphazard or minimal. Results are unclear – e.g., the team makes claims about the project without providing data, or the data provided is not tied to stated goals. This level indicates the assessment of project outcomes is insufficient or not effectively communicated.
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3. Action Plan & Strategic Planning:
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Outstanding: The team presents a comprehensive and coherent action plan for scaling or sustaining the project. They include all key components: clear objectives, detailed actions/strategies, stakeholder roles, and a timeline. The plan is logical and feasible, showing foresight in addressing potential challenges. It’s evident the team applied strategic thinking (for instance, prioritizing high-impact actions, aligning with campus schedules/policies, etc.). The plan ties back to M&E insights – using what they learned to inform next steps – demonstrating a cycle of continuous improvement.
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Satisfactory: The team provides an action plan with basic components. Some key steps and a general timeline are mentioned, and the plan would likely move the project forward. However, details might be lacking – for example, stakeholders or exact timelines are only partially identified, or the plan is somewhat generic. It is a decent starting strategy but might need more refinement or specifics to be ready for implementation. The connection between their evaluation results and the planned next steps may not be strongly articulated, but it’s there in concept.
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Needs Improvement: The strategic plan is incomplete or not convincing. It may be missing important elements (e.g., no clear timeline or lacking identification of who will do what). The plan might consist of just vague ideas (“we will try to expand this project someday”) without concrete steps. It may not address scale-up at all, or fails to consider how to practically achieve growth of the project. This suggests limited forward planning beyond the initial project activities.
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4. Teamwork & Collaboration:
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Outstanding: The team exhibits excellent collaboration. In the presentation and project materials, it’s clear that responsibilities were shared and each member contributed significantly. The work is well-integrated (not disjointed), indicating good communication among members. They might have examples of how they leveraged each person’s strengths. In Q&A or discussions, all members can speak to the project, showing a collective understanding. Peer evaluations (if any) likely indicate everyone was engaged and supportive of each other.
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Satisfactory: The team’s collaboration is adequate. The project is complete and generally cohesive, though one or two members might be more dominant in presentation or knowledge. It appears tasks were divided and accomplished, albeit some parts could use better integration. Minor issues (like slightly uneven speaking time, or one aspect of the project weaker than others) could be present but do not significantly harm the overall outcome. The group functioned alright, even if some members took more of a lead.
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Needs Improvement: There are signs of teamwork problems. Perhaps parts of the project were incomplete or rushed, suggesting coordination issues. In the presentation, maybe only one person speaks while others are disengaged, or members contradict each other or cannot answer questions about parts they didn’t work on. Peer feedback might indicate unequal contributions. Lack of teamwork might be evidenced by inconsistent content or missing pieces. This level means the group did not effectively collaborate, impacting the project’s quality.
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5. Presentation & Communication:
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Outstanding: The presentation (or pitch) is clear, professional, and highly engaging. The information is well-organized and easy to follow. The presenters speak with confidence, maintain good eye contact and volume (in person or clear narration if video), and use visual aids effectively. They manage time well, covering all important points without rushing or dragging. The stakeholder pitch (if applicable) is very persuasive and well-tailored to the audience. The team handles questions adeptly. Slides or materials are visually appealing (not cluttered, good use of graphics). Overall, the communication is memorable and drives home the project’s importance and results.
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Satisfactory: The presentation is solid and gets the message across. The team covers all the required content, though the delivery might be a bit dry or slightly unbalanced. Maybe some presenters are a little nervous or rely on notes, but they are understandable. Visual aids are used, albeit with minor issues (perhaps too much text on one slide, or small font). Timing is mostly on track with only small deviations. The audience (or stakeholder) can grasp the project and plan, even if it wasn’t a flashy presentation. In sum, it’s an effective communication of the project with room for polish.
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Needs Improvement: The presentation is unclear or missing key elements. The structure might be confusing (e.g., jumping around topics or missing a section like no clear conclusion). Presenters might speak too quietly, too fast, or read directly from slides, making it hard to stay engaged. Visual aids could be poorly designed or absent. Possibly the team went significantly over or under time, indicating lack of practice. If it was a stakeholder pitch, it may not have been framed for that audience well. Overall, the communication failures detract from the content of the project, and the audience is left with an incomplete understanding of what was done or why it matters.
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Using the Rubric: This rubric will be used by the instructor (and possibly peer evaluators) to grade your group project. As you finalize your project and presentation, you can use these criteria to self-assess. For example, ask yourselves: Have we clearly tied our project to an SDG? Are our KPIs well defined and results explained? Is our scale-up plan detailed? Did we all contribute and understand the project? Is our presentation practiced and clear? If you find any category where you might fall into “Needs Improvement,” take the time to strengthen that area before submission/presentation.
Remember, the goal of this rubric is not only to grade you but to guide you in what a successful project should encompass. Hitting “Outstanding” in each category means you haven’t just completed the assignment – you’ve developed a project that could potentially make a real impact and you’ve built skills that are valuable beyond this course.
Chapter 6: Project Presentation Template
This chapter provides a suggested Project Presentation Template to help you structure your final report or slides. You can think of this as an outline for both a written report (if required) and your presentation delivery. It ensures you cover all essential information in a logical order. Feel free to adapt it to suit your project, but make sure all the key sections are included somewhere in your presentation:
Title Slide / Project Title: Include the name of your project (something descriptive and engaging), the course/module (Module 3: etc.), your team name or team members, and date. (Example title: “Greener Cafeterias Initiative – Reducing Food Waste on Campus”). A catchy title can help grab attention, but also be clear about the topic.
Background & Context: Provide a brief introduction to the problem or need your project addresses. Explain why this issue matters, especially in the context of your campus and the SDGs. Mention the specific SDG(s) your project relates to. (For instance: “Food waste is a significant issue contributing to global hunger and emissions (SDG 2: Zero Hunger, SDG 12: Responsible Consumption). At our university, an audit showed 30% of dining hall food goes uneaten. Our project aims to change that.”) This sets the stage and creates a sense of purpose for your project.
Goals and Objectives: State the goal of your project and any specific objectives or targets you set. This can be a bullet list. Be as concrete as possible (recall SMART goals). (E.g.: “Our goal was to reduce dining hall food waste by at least 20% over 8 weeks. Objectives: 1) Run an awareness campaign among 500 students; 2) Implement a food waste tracking system in one cafeteria; 3) Pilot a food donation program for untouched leftovers.”) This section tells the audience what you set out to achieve.
Methodology & Actions Taken: Describe what you did in the project. This is where you outline the activities and interventions your team carried out. Depending on the project, it might include conducting workshops, installing equipment, creating social media campaigns, surveys, etc. It’s often helpful to structure this chronologically or by work streams. Keep it concise – focus on the key actions that led to results. (For example: “We held 3 student workshops on food waste, put up informational posters (with QR codes linking to a pledge) in the cafeteria, and worked with dining staff to measure waste daily using a smart scale.”) If you have a lot of detail, highlight the main points and consider using visuals (photos from events, screenshots of campaign materials) to show these actions in action.
Key Performance Indicators & Data: Present the KPIs you tracked and the results. This is a critical part of your presentation – it shows evidence of what you accomplished. You might have a small table or graph for each KPI. For each indicator, state the baseline (if available) and the outcome. (Example: “KPI 1: Average food waste per student per meal – Baseline: 0.5 kg, After 8 weeks: 0.3 kg, which is a 40% reduction, exceeding our 20% target. KPI 2: Number of students who signed the pledge – Target: 300, Achieved: 250 (83% of target).”) Discuss briefly what the data means: did you meet your targets? Any surprises? Use charts if possible: bar charts, line graphs, or pie charts can communicate changes effectively. Ensure your axes and labels are clear.
Findings and Analysis: Beyond the raw numbers, explain what insights you gained. Did behavior actually change? What feedback did you get from participants or stakeholders? Include qualitative findings if you have them (quotes from testimonials, observations you made). (For instance: “From our post-campaign survey, 90% of respondents said they became more aware of food waste. Dining staff reported a noticeable change in student habits (smaller portions taken, more reuse of leftovers). However, we found that waste was still high on weekends, indicating more outreach might be needed then.”) This section basically tells the story behind the data – why you got the results you did, and what factors influenced success or shortfalls.
Strategic Plan for Scaling Up: Now pivot to the future – present the plan to expand or continue the project (the work you did in Chapter 3’s strategic planning). Outline the next steps and how you envision scaling the impact. You can structure this similarly to how you did in the strategic roadmap:
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Vision: (optional to restate if you have a nice vision sentence for the future)
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Objectives for next phase: e.g., “Next year, reduce food waste by another 20% and involve all 3 campus dining halls.”
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Key Actions: bullet the main upcoming actions or changes you propose, such as “Expand the awareness campaign to all dorms, implement food waste tracking in all cafeterias, seek policy to allow donation of safe leftovers to local shelters,” etc.
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Stakeholders: mention any new stakeholders or partners for the scale-up (e.g., “Collaborate with the Campus Sustainability Office and Nutrition Club for wider outreach”).
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Timeline: if possible, include a brief timeline or milestone targets for these next steps. A simple timeline graphic can be effective here (e.g., Fall 2025 – pilot in one more hall; Spring 2026 – full campus rollout).
Emphasize how scaling up will contribute further to the SDGs/institution goals (perhaps, “if fully implemented, this could make our university a leader in SDG12 locally”). This section should inspire the audience about the potential impact if your plan moves forward.
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Conclusion & Reflections: Summarize your project’s significance and what you learned. Reiterate the key results (one sentence), the value of these results (why it matters), and a closing thought. This is also a good place to acknowledge any limitations (“Due to time constraints, we only reached 250 students, but…“) and what you would recommend for the long term. If appropriate, end with a call to action – especially if you did a stakeholder pitch, something like “We invite the administration to support this initiative and help us turn this pilot into a permanent program.” For a class presentation, you could close with “This project taught us the power of student action towards SDGs, and we encourage everyone here to consider how small changes on campus can scale up to big impacts.” Thank the audience at the very end.
Q&A Slide (if applicable): It can be nice to have a final slide that says “Questions?” with a relevant graphic or just your project title again, to prompt discussion.
Suggested Visuals: Throughout your template, try to include:
Graphs/Charts: Use these for your KPI data in the Findings section. Graphs make numbers more digestible. For instance, a bar chart showing waste reduction over weeks, or a pie chart of survey responses (e.g., % of students adopting new habits).
Timeline Diagram: In the Strategic Plan section, a simple timeline can illustrate how your project will expand step by step. There are templates in PowerPoint/Google Slides or you can make a creative graphic.
Photos/Images: If you have photos from your project (events, team working, before-and-after snapshots, etc.), sprinkle one or two in the relevant sections (like when describing actions, or perhaps a group photo in the conclusion to personalize the presentation). Ensure images are clear and add value (for example, a photo of your team at the recycling drive can highlight engagement).
Icons/Graphics: Using SDG icons where relevant (the official colorful square for SDG 12, SDG 7, etc.) can quickly signal which goals you’re addressing. Also, simple icons for things like people (stakeholders) or a calendar (timeline) can visually break up text.
Make sure not to overload visuals – clarity is key. Each visual element should have a purpose (ask: does this help the audience understand or remember something better?). Keep a consistent style (colors, font) aligned with your university or SDG colors if you like.
By following this template, your presentation will cover all the bases: what you aimed to do, how you did it, what happened as a result, and what’s next. This logical flow not only helps your audience but also demonstrates your systematic approach to the project. Good luck, and remember to rehearse using this outline so you feel confident in delivering your story!
Chapter 7: Wrap-Up and Reflection Survey
As we conclude Module 3, let’s take a moment to reflect on what we’ve accomplished and learned. This wrap-up will summarize the skills gained and provide prompts for you to think critically about your experience. We’ll also suggest ways you can continue your sustainability engagement beyond this course.
Summary of Skills and Concepts Gained:
Monitoring & Evaluation Skills: You learned how to set measurable indicators and track them over time. By practicing monitoring, you gained experience in data collection (e.g. conducting surveys, recording observations) and using that data to evaluate success. This skill is crucial not just for campus projects, but for any program or initiative in professional settings – it’s about being evidence-driven and accountable.
KPI Development: You now know how to formulate Key Performance Indicators that align with project goals and the SMART criteria. This involved critical thinking to determine what really indicates progress (for example, deciding that “% reduction in energy use” is a better KPI than just “number of people who attended our event”). Crafting good KPIs and targets is like setting the compass for a project.
Strategic Planning: Instead of just executing tasks, you stepped back to create a broader strategy for sustainability. You identified vision and objectives, considered stakeholders, and planned timelines. This big-picture planning skill helps in making projects scalable and aligned with larger organizational or SDG frameworks. It’s something you can carry into any complex project management scenario.
Collaboration & Leadership: By working in teams, especially when doing role-plays or stakeholder engagement, you honed teamwork and communication abilities. You experienced coordinating roles, handling group decisions, and perhaps resolving differences in your team. Leading a sustainability project on campus also meant practicing how to motivate peers and manage project responsibilities – effectively building leadership capacity.
Communication & Advocacy: Through preparing presentations and even a stakeholder pitch, you practiced how to communicate your ideas and results compellingly. You learned to tailor your message to different audiences (technical vs. general, peer vs. authority). This is a key skill for any change-maker: great ideas need effective communication to become reality.
Sustainability Literacy in Action: Finally, you deepened your understanding of sustainable development issues by applying them in a real context. Whether your project dealt with energy, waste, social inclusion, or any SDG, you gained practical insight into the challenges and opportunities of making change. You saw how global goals translate to local campus action, and vice versa.
Take pride in these skills – they are part of your toolkit as an emerging sustainability leader!
Reflection Prompts: (Please ponder these questions and discuss in the forum or fill out the reflection survey as directed by your instructor.)
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Personal Learning: What was the most significant thing you learned about project planning or M&E during this module? For instance, did setting KPIs change how you view success? Did the data surprise you and how? Reflect on how this learning experience might affect how you approach future projects.
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Challenges and Growth: What was one major challenge your team faced in this project, and how did you overcome it? This could be technical (like collecting data), teamwork-related, or engagement-related. What did you learn from that challenge about managing projects or working with others?
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Impact and SDG Connection: In what ways do you feel your project made a difference (however small) for sustainability on campus? Describe the impact you observed or hope to see. Also, how has working on this project affected your understanding of the SDG(s) you targeted? Do you see the global goals differently now that you’ve worked at the local level?
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Feedback and Improvement: If you could start the project over, what would you do differently? This might involve setting different indicators, choosing another strategy, involving stakeholders earlier, etc. There’s always room for improvement – reflecting on this helps you internalize lessons.
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Group Dynamics: What did you learn about teamwork and your own role in a team? Consider how tasks were divided, how you communicated, and what you might do in future group projects to be even more effective.
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Applying Skills Beyond: How can you apply the skills from this module in other areas (academic, personal, or professional)? For example, could you use M&E thinking in an internship or a student club? Or use strategic planning for your own career/academic goals? Think of concrete ways these competencies can be valuable.
(Feel free to write a brief reflection or discuss with classmates – these questions are meant to spark insight, there are no right or wrong answers.)
Next Steps – Continuing Your SDG Journey: Completing this module is not the end – it’s a stepping stone. Here are some suggestions for what you can do next to further your impact and learning:
Implement or Scale the Plan: If your project showed positive results, consider continuing it outside of class. You might formally propose your strategic plan to the relevant campus office (e.g., the Campus Sustainability Office, Facilities, Student Affairs). Many successful campus sustainability programs started as student projects! Your data and plan make a strong case.
Connect with the SDG/Sustainability Office: Most universities have an office or coordinator for sustainability (or at least faculty committees). Reach out to them – share your project findings, ask if there are opportunities to collaborate or present your work. They might have internships, volunteer roles, or resources to help keep the project going. This also helps you network with professionals in the field.
Join or Lead Student Organizations: If you haven’t already, get involved with sustainability-focused student clubs or organizations. You could apply your new skills by helping a club run a campaign with clear goals and metrics, or even start a new initiative on campus. Your experience in strategic planning and evaluation will be very valuable in any student-led activity (and it can inspire others to take a more structured approach to projects).
Expand Your Knowledge: Continue educating yourself on sustainable development. Now that you have practical experience, you might dive deeper into specific areas. For example, if your project was on energy, maybe take an online course on renewable energy or read up on climate policy. If it was on social issues, explore more about community organizing or social entrepreneurship. The SDGs are broad – consider taking other courses or attending workshops/webinars related to sustainability, project management, or data analysis to complement what you’ve learned.
Capstone or Research Opportunities: If you’re a junior or senior student, think about turning this work into a capstone thesis or independent study. For instance, you could formally assess the impact of campus SDG initiatives or design a research project around student sustainability behaviors. Discuss with a faculty member if that interests you. Your Module 3 project could be the seed of a larger research question.
Community Engagement: Look beyond campus – are there local community projects or NGOs that align with your SDG interests? Volunteering or interning off-campus can amplify your impact. You might find that the experience and skills from this module make you an attractive candidate to help with local environmental or social projects (many organizations need people who can plan interventions and evaluate outcomes!).
Reflect and Share: Finally, share your success! Whether it’s writing a blog post, a short article in the campus newsletter, or a social media post, let others know what your team accomplished. It raises awareness of the SDG issues you tackled and could inspire other students or even other campuses. Plus, being able to communicate your project in a concise story is good practice (and something to put on your resume or LinkedIn).
Module 3 has equipped you with a mini toolkit for “strategic sustainability action.” You’ve gone from identifying a problem to implementing a solution, measuring its impact, and planning for the future. This is essentially the cycle of change-making. We encourage you to carry this mindset forward: whatever challenge you face – be it sustainability-related or otherwise – consider how you can design an intervention, monitor progress, evaluate outcomes, and then scale up your impact. That’s how small campus initiatives can grow into big contributions towards the Sustainable Development Goals.
Thank you for your hard work and engagement in this module. What you do next is up to you – every action counts. Good luck on your sustainability journey, and remember the motto: “Think global, act local – and measure what you act!”