Skip to main content
Planning Monitoring and Review
Using Public Expenditure Tracking Surveys to Monitor Projects and Small-Scale Programs : A Guidebook

Using Public Expenditure Tracking Surveys to Monitor Projects and Small-Scale Programs : A Guidebook

Year of publication:
The goal of this guidebook is to serve as a starting point for civil society organizations, as well as Bank teams interested in conducting Public Expenditure Tracking Surveys, both on a small and larger scale. It is designed to lead a research team from idea inception to results dissemination, while emphasizing the importance of utilizing evidence to influence policy, regardless of whether it is on a macro or micro-level.

Building block(s)
Planning Monitoring and Review
Sector Financing
Both national and subnational
Both urban and rural
Organization responsible for the tool
Results for Development
World Bank
Detailed description of Tool

This guidebook is the product of a collaborative effort between the World Bank Human Development Network’s Office of the Chief Economist and the Transparency and Accountability Program (TAP) of the Results for Development Institute. The goal of this partnership is to support the capacity of civil society organizations (CSOs) to monitor and evaluate government programs in the human development sectors.

Most often, Public Expenditure Tracking Surveys (PETS) are referred to in the context of a large, nationally sampled public expenditure review, conducted by organizations such as the World Bank. Since 1996 when the first PETS survey was carried out by the World Bank in Uganda, PETS have been shown to be effective in identifying delays in financial and in-kind transfers, leakage rates, and general inefficiencies in public spending.

Civil society organizations’ comparative advantage resides in their ability to “take the temperature” on the ground and to act on those issues that are most heated in the minds of the citizens whom they represent. In many cases, service delivery in the education and health sectors is a top priority. One way of improving service delivery, by keeping both governments and service providers accountable, is through the monitoring of budgets and efficiencies in public spending. PETS, when used by civil society organizations, offer an opportunity to carefully monitor specific programs or public spending in targeted districts and regions.

Download File

Other tools that could interest you

Sector Financing
Covershot of the UNICEF Public Expenditures Tools Guidance PDF

Choosing Public Expenditure Analytical Tools for Use in the WASH Sector

Year of publication:
This Guideline provides an introduction to the most relevant expenditure analysis tools for the WASH sector – Public Expenditure Reviews, Public Expenditure Tracking Surveys, TrackFin WASH Accounts and Budget briefs.
Read more