Mid-term Evaluation of the European Union’s 
Partnership Instrument
Evaluating how the EU finances its international engagement around the world for maximum impact

The Partnership Instrument (PI) provides the European Union (EU) with a mechanism to promote its foreign policy interests through political cooperation with countries across the globe. It gives the EU speed and flexibility to respond to new and emerging challenges and policy priorities, beyond that afforded by traditional programming. 

Tetra Tech evaluated the PI under the Mid-Term Review of all External Financing Instruments (EFIs) of the EU, which assesses the performance of the EU’s toolbox and draws lessons learned for future decision-making. The evaluation included the first two years of the PI’s existence.

Tetra Tech established a fit-for-purpose monitoring system that could be introduced into an existing instrument. Using our expertise in EU foreign policy, Tetra Tech established a system that reviewed more than 170 individual actions supported by the PI, collecting the required evidence and retrofitting it against the monitoring indicators.

We conducted 10 individual action evaluations in Brussels and in EU Delegations to Argentina, Brazil, China, India, Mexico and the United States of America to gain in-depth understanding of the performance of the PI in different country contexts and policy areas.

Tetra Tech then developed the first PI database, compiling evidence on the performance of all PI-funded actions to date while providing technical advice in the design of the monitoring and evaluation tools and identifying capacity building needs.

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“[We congratulate] the Tetra Tech team for their excellent and dedicated work on this assignment. The experts from Tetra Tech were able to handle a large amount of documentation, run an extensive consultation process to gather additional evidence, work against tight deadlines and to produce deliverables of a very high quality. The work of the team was very cohesive, it has benefitted from a strong leadership and has been highly appreciated.” 

- European Commission

Results and Innovations

SSMI has achieved significant results across multiple initiatives involving MoIA and other stakeholders. 
Some of these successes are detailed below. 

During the Mid-term Evaluation of the PI, Tetra Tech identified a number of monitoring, evaluation and reporting challenges, from the introduction of a monitoring system ex post to the lack of a central repository of action documents, and the high risk of inconsistent interpretation of the applied indicators. To address this, we are now helping the PI to set up, implement and further improve an effective monitoring and reporting system.

As part of the technical assistance and capacity building portion of the project, Tetra Tech will draft a set of user-friendly monitoring and reporting guidance and templates and provide technical support through an online helpdesk. Tetra Tech will also deliver comprehensive training to PI stakeholders such as project managers and implementing partners in Brussels and in EU delegations around the world, including Brazil, Canada, China, India, Indonesia, Japan, Korea, Mexico, Russia, Thailand, and the United States of America.

Our team has presented our work to key audiences in Brussels through the following venues:
  • A consultation of PI external stakeholders, including think tanks, academia, NGOs and various business representatives
  • A consultation of Member States representatives and European Parliament representatives in the framework of the Mid-term Review of the EU’s external financing instruments
  • The Partnership Instrument Committee meeting, at the Council of the EU, where we presented to and engaged with representatives of EU member states
  • The 2017 Policy Forum for Development, where we met with third -countries representatives in the framework of the consultations on the future of the EU’s external financing instruments.