The monitoring and evaluation framework for the broad based black economic empowerment policy in South Africa and lessons of experience for Namibia

Abstract

The Namibian Government has recently embarked on the formulation of an empowerment strategy similar to South Africa’s Broad Based Black Economic Empowerment (BBBEE) policy - the Transformation of Economic and Social Empowerment Framework (TESEF) for Namibia. Monitoring and evaluation (M&E) more specifically, results-based M&E has also recently emerged worldwide as an important tool in public sector management reform and is focused on the attainment of outcomes and development results at project, programme and policy levels. The problem being investigated in this study concerns the shortage of evidence in BBBEE policy and legislative documentation of a coherent M&E framework inclusive of a set of indicators that can measure BBBEE progress against its set objectives and anticipated outcomes.Through an investigation on the state of an M&E framework for BBBEE and South Africa’s good experiences regarding the development of a Government-wide (including all sectors) coherent M&E system a number of lessons of experience have been drawn for the anticipated implementation and M&E framework of TESEF and the establishment of a Government-wide M&E system in Namibia.The study reveals that there is currently (May 2009) no comprehensive M&E framework inclusive of set of indicators in effect to measure BBBEE progress towards its objectives and anticipated outcomes. The suitability of available indicators to measure BBBEE derived from the South African Development Indicator framework (SADI) and the Compendium of Indicators for the Provincial Growth and Development Strategy (CIPGDS) of the Western Cape are assessed and the potential for indicator development has been explored. Through an appropriate methodology a comprehensive set of indicators that address the objectives and anticipated outcomes of BBBEE are developed and suggested in this study.The study found that while Namibia sees herself in the final phase of TESEF formulation with the release of the latest TESEF Draft Strategy Document (April 2008) the country also sets out plans in its National Development Plan (NDP3) for period 2007/08 –2011/12 for the establishment and institutionalisation of a government-wide M&E system dedicated to the results-based M&E approach. The study finds valuable lessons for Namibia in South Africa’s Government-wide M&E (GWM&E) system drawn from South Africa’s development of: a Policy Framework for GWM&E system; a comprehensive set of national development indicators across prioritised clusters (the South African Development Indicator framework); and the established public sector capacity building and M&E support organs such as the Public Administration Leadership and Management Academy (PALAMA) formerly known the South African Management Development Institute (SAMDI) and the South African Monitoring and Evaluation Association (SAMEA).Apart from the potential indicators to measure BBBEE developed as part of the study’s recommendations, the study also recommends that an M&E framework for TESEF is developed upon finalization of the policy’s objectives and anticipated outcomes and that this framework is included in the final TESEF design to guide its effective implementation.