Live Workshop Series · 10 Sessions
Build a Practical M&E Information System Using KoboToolbox, Power BI and n8n
Stop patching together spreadsheets and manual reports. In 10 live sessions, you’ll design and build a complete M&E system using KoboToolbox, Power BI, and n8n — connected, automated, and ready for real-world use.
You have data everywhere. You don’t have a system.
As an M&E professional, you know the frameworks, you know the forms, you know reporting. But do you know how to connect it all into one automated digital information system?
This is what happens when you don’t have a system. Sounds familiar?
Excel files that break
Duplicate spreadsheets, manual merges, version confusion — and another report deadline looming.
Repetitive manual work
You copy, clean, and reformat the same data every cycle because nothing is automated.
Dashboards no one trusts
When stakeholders can’t read your reports or question the numbers, your work loses its impact.
Disconnected tools
KoboToolbox, Excel, Word, email — data moves between them manually, if it moves at all.
No system, just pieces
You know the tools individually but have never built them into one working information system.
Reporting takes forever
You spend days cleaning data and formatting reports that should take hours.
What you will walk away with
By the end of this series, you will have the skills to build a digital M&E system that actually works.
Design a complete M&E system architecture from your results framework
Build smart, connected KoboToolbox forms with logic, repeats, and linked records
Model and transform data in Power BI for accurate, analysis-ready reporting
Build indicator calculations with DAX — from simple counts to ratios and time intelligence
Design stakeholder-ready dashboards with drill-down, slicers, and conditional formatting
Automate routine M&E tasks with n8n — alerts, syncing, summaries, AI integrations
PLUS
Shareable Certificate
Earn a one of a kind certificate in M and E Information System Development and use it to prove your new skills
Session Recordings
Get lifetime access to all session recordings and revise at any time of your convenience
Companion Course
Gain mastery of the concepts and practice them in your own time through the companion self-paced course
The 10-Session Curriculum
Four sessions are completely free. Six exclusive sessions are available to PRO Members.
Understand what a digital M&E information system really is, why Excel-only approaches break down, and how KoboToolbox, Power BI, and n8n fit together across the data life cycle.
- Why Excel-based M&E often fails
- What an M&E Information System is and why it matters
- Case study: before vs after
- Components and the data life cycle
- The role of KoboToolbox, Power BI, and n8n
- Common weaknesses in M&E systems
Turn results frameworks, indicators, and project logic into a practical system design — the bridge between M&E concepts and actual implementation.
- Breaking down a results framework into information needs
- Converting framework language into data requirements
- Mapping cardinality and dataset relationships
- Preparing for repeat groups and data modelling
- Designing the logical schema
- Producing the full information system blueprint
Create solid digital forms in KoboToolbox, deploy them, and support data collection through both web and mobile channels.
- Creating an account and navigating the interface
- Adding questions and deploying forms
- Enketo web forms and mobile configuration
- Question types, appearances, and analysis needs
- Groups, repeats, skip logic, validation, and calculations
- Common form design mistakes
Move beyond basic forms. Design smarter, more connected KoboToolbox workflows with repeat data, linked records, external datasets, and dynamic behavior.
- Creating and controlling repeat groups
- Pulling data from external CSV files
- Dynamic and cascading selects
- Creating and using unique IDs
- Dynamic data attachments across projects
- Common advanced form design mistakes
Get a quick win in Power BI — bring in KoboToolbox and Excel data, clean it, create simple calculations, build visuals, and publish a report.
- Introduction to Power BI and its ecosystem
- Loading data from Excel and KoboToolbox
- Basic data cleaning
- Creating calculated columns and measures
- Building visuals with slicers and interactivity
- Publishing through Power BI Service
Take raw project data and turn it into a clean, analysis-ready model that supports accurate reporting and indicator tracking.
- Essential transformations: types, nulls, splitting, merging
- Merging and appending queries
- Pivoting, unpivoting, and conditional columns
- Data profiling and quality checks
- Star schema, relationships, and cardinality
- Creating a date table
Create the measures and indicator calculations that make your reports truly useful for M&E decision-making.
- Measures vs columns
- Essential M&E functions: COUNTROWS, SUM, DIVIDE, and more
- Advanced calculations: SUMX, CALCULATE, row vs filter context
- Using ALL and KEEPFILTERS
- Time intelligence: TOTALYTD, SAMEPERIODLASTYEAR, DATEADD
- Common DAX mistakes
Present M&E data in ways that are clear, persuasive, and genuinely useful for decision-making.
- Choosing the right visual for your data
- Visualizing KPIs, comparisons, trends, and geography
- Formatting, titles, axes, and decluttering
- Conditional formatting
- Slicers, tooltips, drill-down, and drillthrough
- Common visualization mistakes
Turn your report pages into polished, stakeholder-ready products. Learn to publish, secure, refresh, and distribute them properly.
- Designing dashboards around stakeholder needs
- Report layouts: headers, logos, navigation, bookmarks
- Publishing to Power BI Service
- Sharing, refresh schedules, and gateways
- Row-level security
- Mobile layout, embedding, and export
Automate routine M&E work using n8n — alerts, summaries, document generation, syncing, and AI-assisted workflows.
- Automation use cases in M&E
- Integrating KoboToolbox with n8n
- Triggers, nodes, actions, and conditions
- Workflow: email alerts on submission
- Workflow: Google Docs report generation
- Workflow: AI-powered summaries
Built for professionals who need practical skills
No technical knowledge required.
M&E Officers Program Managers Data Officers Learning & Results Specialists Development Consultants NGO Staff Research Teams Anyone tired of broken Excel reports
Start for free on 26th March
Sign up to receive the full program and to attend the free sessions. No pressure. No committment.
Pro Members will have access to all sessions, plus certificates, session recordings, and the companion course.