Glossary of Key Terms in Evaluation and Results-Based Management for Sustainable Development (Second Edition)

Glossary of Key Termsin Evaluation and Results-BasedManagement for SustainableDevelopment （第二版） Second edition This work is published under the responsibility of theSecretary-General of the OECD. The opinions expressed and argumentsemployed herein do not necessarily reflect the official views ofthe OECD Members. 本著作由经合组织秘书长负责出版，所表达的意见及使用的论点未必反映经合组织各成员国的正式观点。 Originally published by the OECD under the title: OECD (2023),Glossary of Key Terms in Evaluation and Results-Based Managementfor Sustainable Development (Second Edition), OECD Publishing, Paris,https://doi.org/10.1787/632da462-en-fr-es The only official versions are the English and/or French texts. In theevent of any discrepancy between the original work and the translation,only the text of the original work shouldbe considered valid. © 2024 OECD 请以如下方式引用本文档：OECD，《实现可持续发展：评估和基于结果的管理关键术语表（第二版）》，2024年OECD出版社，巴黎https://doi.org/10.1787/74f41029-en-zh Please cite this publication as: OECD (2023), Glossary of Key Termsin Evaluation and Results-Based Management for SustainableDevelopment (Second edition), OECD Publishing, Paris,https://doi.org/10.1787/74f41029-en-zh Foreword This Glossary provides conceptual clarity to enable thoughtful approaches to results-based management,monitoring and evaluation, which in turn support sustainable development through learning and accountability.It is useful for training, and in practical work, in the public and private sectors – including during project or policydesign, monitoring, programme implementation and management, and various types of evaluation. The focus of the Glossary is on specific terms used for results monitoring, management, data collection andanalysis, and evaluation. We do not define related or general concepts – such as development, human rights, orsynthesis – as these are defined elsewhere and used here in standard, widely accepted ways. Notes define and explain key concepts, and form part of the definitions. Cross-references point the reader torelated terms and synonyms. The terms are listed in the document in alphabetical order in English; a table ofcontents groups the terms by theme. This second edition of the Glossary reflects learnings and changes over the past 20 years. It incorporates newthinking from the OECD Development Assistance Committee’s (DAC) Results Community, which did not exist at thetime of the first edition in 2002. It updates definitions and introduces new terms now in common use. This editionalso reflects the extensive work undertaken in 2017-2019 by the DAC Network on Development Evaluation to refinethe definitions of the evaluation criteria: the adapted criteria definitions approved in 2019 are included. The DAC’s results and evaluation concepts and standards are now widely used beyond development co-operation– including in domestic contexts, as seen in the 2022 OECD Recommendation on Public Policy Evaluation. Severaldefinitions have been adjusted to reflect this broader use by a range of actors – including impacted communitiesusing monitoring and evaluation to hold decision makers accountable. The elaboration of the Glossary has been guided by the highest considerations of clarity and conciseness. It wasconducted in a spirit of compromise, with partners agreeing not to impose their preferred approaches or specificvocabulary on others. The original Glossary, published in 2002 was the fruit of almost two years of elaboration,based on an initial collection of terms used by development agencies. The selection of terms and their definitionswere carefully discussed and analysed, and benefited from inputs from many sources and advice from theacademic evaluation community. 前言 本术语表对概念做了厘清，以支持审慎开展基于结果的管理、监测和评估，从而通过学习和问责来支持可持续发展。本术语表是有用的培训材料，也有益于公共和私营部门中的实际工作，包括用于项目或者政策的设计、监测、方案实施和管理，以及用于不同类型的评估中。 本术语表的重点是用于结果监测、管理、数据收集和分析以及评估的特定术语。我们不定义和这些术语相关的或者一般性的概念，例如“发展”、“人权”或者“综合”，这是因为别的地方已经对它们做了定义，并且本术语表以标准和被广泛接受的方式使用这些概念。 术语表的注解部分对关键概念做了界定和解释，并且构成定义的一部分。同时，交叉引用也为读者指出了相关术语和同义词。本文档中的术语按英文字母的顺序排列，目录按主题对术语分组。 第二版术语表反映了过去20年的经验积累和情况变化，吸纳了OECD发展援助委员会（DAC）的结果社群的新思考，2002年第一版术语表时还没有这个社群。术语表更新了原来的定义，也纳入了现在常用的新术语。这一版术语表也反映了DAC发展评估网络在2017-2019年间为改进评估准则的定义而开展的大量工作，包含了在2019年获得批准的修订后的评估准则定义。 目前，DAC的结果和评估概念和标准在发展合作领域之外得到了广泛应用，包括在各国国内背景下的应用，正如2022年OECD公共政策评估建议所示。本术语表也对一些定义做了调整，以反映包括受影响的社区（其通过监测和评估让决策者承担责任）在内的众多行动方应用的广泛性。 术语表的编写过程尽可能考虑了清晰和简洁的原则，各机构本着折衷的精神，避免将本机构偏好的方式或特定的术语强加给其他机构。2002年发布的第一版术语表是在初步集成了各发展机构使用术语的基础上，用近两年的时间进行细化得到的成果。术语的选择及其定义已经被仔细地讨论和分析过，也得益于来自多个渠道的意见以及从事评估的学术界的建议。 Acknowledgements The OECD developed the Glossary, under the guidance of and with extensive input from themembers of the DAC Network on Development Evaluation and the DAC Results Community. Thetext has benefited from consultation with experts and partners in the broader evaluation andresults communities – too numerous to list here – and input from other DAC subsidiary bodies. Megan Kennedy-Chouane led this work for the OECD, under the guidance of Rahul Malhotraand with substantive input from Joëlline Benefice, Ale