R for Monitoring & Evaluation: 7 Workflows That Will Change Your Life

From cleaning survey data to automating donor reports with a single script

R
Monitoring & Evaluation
Automation
Author

Nichodemus Amollo

Published

November 2, 2025

Why R Is a Secret Weapon for M&E

Most M&E teams live in:

  • Excel
  • SPSS or Stata
  • Manually updated Word/PDF reports

R lets you:

  • Clean data reproducibly
  • Reuse scripts across projects
  • Generate entire reports with one command

7 High-Impact Workflows

  1. Automated Cleaning of Survey Data
    • Handle missing values
    • Recode factors
    • Detect outliers
  2. Indicator Calculation
    • Coverage, quality, equity indicators
    • By district/facility/age/sex
  3. Data Quality Dashboards
    • Missingness, duplicates, logical checks
  4. Monitoring Dashboards
    • Monthly or quarterly indicator updates
  5. Impact Analysis
    • Before/after comparisons
    • Difference-in-differences
  6. Reproducible Reports
    • Quarto reports by country/partner
  7. Small Simulation Studies
    • Sample size sensitivity
    • Scenario planning

Example: From Kobo Export to Clean Dataset

Conceptually:

  1. Read raw CSV from Kobo into R
  2. Clean variable names and types
  3. Recode key variables (e.g., facility IDs, districts)
  4. Save a versioned clean file into data/clean/

If you can turn messy raw exports into clean analysis-ready data with one script, you become extremely valuable.


How to Learn R for M&E Quickly

  • Start with:
    • tidyverse for data wrangling
    • janitor for quick cleaning
    • readr for imports
  • Practice on:
    • DHS, MICS, or other public health datasets
    • Your own anonymized program data (if allowed)

Focus on real workflows, not isolated functions.