The International Trade Centre and its learning from evaluations

联合国国际贸易中心与其评估职能

Miguel Jimenez PontJicheng Zhang

Beijing16 July 2014

北京2014 年 7 月 16 日

ITC is a unique development agency国际贸易中心在联合国系统的独特性• Joint mandate of the UN (development focus) and the WTO (trade

opening)• 承担联合国和世界贸易组织的双重使命• A clear focus on supporting small and medium sized enterprises in

international trade• 重心是扶持发展中国家的中小企业出口• Experience in operating with governments, trade support institutions and

companies• 具有与政府，贸易促进组织，和企业合作的广泛经验• Working with the private sector to support private sector development• 大力支持民营企业发展

• Based in Geneva, Switzerland • 总部在瑞士日内瓦• 281 staff by 2013• 281 名员工• Annual expenditure USD 84 m in 2013• 2013 年度支出 8400 万美元

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Six focus areas of operations六个重点工作领域• Trade and market intelligence for SME competitiveness• 与中小企业竞争力相关的贸易和市场信息• Supporting regional economic integration and South-South trade• 促进区域市场融合与南南贸易合作• Connecting to value chains: SME competitiveness, diversification

and links to export markets• 融入市场价值链：中小企业竞争力，多元化，衔接出口市场• Strengthening trade and investment support institutions• 扶持贸易和投资促进机构• Promoting and mainstreaming inclusive and green trade• 推广能使弱势群体收益的贸易和绿色贸易• Building a conducive policy and business environment through

public-private partnerships• 通过政企联营建设良性的政策与贸易环境

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Evaluation function评估职能• Evaluation function at ITC is for learning, accountability, and

evidence-based communication• 评估可以促动业务进步，机构尽责，和信息沟通• Located in the Office of the Executive Director• 评估组设在总裁办公室• Independently evaluate the strategies, policies, programmes and

projects developed by ITC• 可以独立地评估本机构的政策，方针，和各项目• Annual evaluation synthesis report to present distilled learning

points at corporate level• 年度评估综合报告可汇总关键讨论事项• Piloting impact assessment methods and approaches for trade

development and SME development interventions• 正在试行有关贸易发展项目的长期绩效的理论和方法

Evaluation policy and methodology评估政策与方法论• ITC Evaluation Policy 2008, in line with UNEG norms, standards, and good practices of

UN• 国际贸易中心的评估政策严格遵循联合国评估集团的标准，原则和相关表率例法• ITC guidelines for evaluation practice, follow up• 制定了有关评估过程与执行评估建议指导文件• Principles: Utilization, impartiality, transparency, feasibility, ethics, quality, creativity• 指导原则：实用性，公正性，公开型，可行性，职业道德， 高质量，创新性• Management response and follow up system to ensure the implementation of evaluation

recommendations• 被评估方负责人正式答复与执行评估建议的协议

Evaluation criteria: 评估适用标准• Relevance 相关性• Performance: Effectiveness, 有效性 Efficiency 效益性 • Effects: Impact 长期绩效 , Sustainability 可持续性 , women’s empowerment 妇女平权 • ITC guidelines for self-evaluation• 制定了项目自我评价的指导文件• Organizational learning and evaluation• 评估职能与学习型机构

Learning

Experimental

Quasi-experimental

Counterfactual

Causality/Attribution

Evaluations

Impa

ct e

valu

atio

n

Impact assessment

COSTS

Corporate results reporting

Evalu

atio

n

Proce

ss

Conte

xt

Activi

ties

/ Out

puts

Out

com

es

Impa

ct

Annual client survey

Ethical Fashion

50% of portfolio

Monitoring

Self evaluations

Corporate results framework

RBM for all TRTA

Evalu

atio

n

synt

hesi

s

Types of evaluations at ITC and evaluation products 评估的类型与评估出版物• Evaluation of corporate strategies, policies• 政策与发展战略的评估

• Women and Trade strategy 妇女与贸易发展政策

• Evaluation of functions of ITC• 机构某一职能的评估

• Export strategy function 出口发展战略• World Export Development Forum 世界出口发展论坛

• Evaluations of projects and programmes• 项目的评估• Poor communities and Trade Programme 贫困社区与贸易项目• Trade, Climate Change and Environment Programme 贸易，气候变化，和环境项目

• Annual Evaluation Synthesis Report on key learning issues and lessons• 年度评估综合报告 汇总本机构关键问题的讨论和发展趋势

Use of evaluation findings at ITC如何执行评估建议• The evaluation findings are communicated with senior management and the

programme division /unit• 及时就评估结果与机构管理层交流• The recommendations are discussed with the programme managers• 及时就评估建议和项目的负责人讨论• Management response and an agreement on which recommendations are

accepted and to be implemented in new interventions• 项目的负责人正式恢复与执行评估建议的协议和计划• The implementation progress are monitored biannually and systematically• 定期监察执行进度• The Evaluation Unit provides report on the status of the implementation and

key issues to the Senior Management Committee• 评估组向机构高层管理委员会汇报执行进展状况和关键事宜

Thanks!敬谢！联系方式 contacts ：zhang@intracen.org; jimenez@intracen.org

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