Search Results: Business development and donor engagement.

• Standard 1:

  Effective planning for quality project design.
  Key Action 1: Form a qualified and experienced team to design the project and develop the proposal.
  Phase:

  Design
  Category:

  Operations and program planning and management
  Position or role:

  Country representative, Head of programming, Head of operations, Country/regional business development staff, Deputy regional director for program quality, Deputy regional director for operations
• Standard 2:

  Evidence-based, participatory design for project success.
  Key Action 1: Determine the project scope and scale based on evidence and experience.
  Phase:

  Design
  Category:

  Operations and program planning and management
  Position or role:

  Proposal development team, Proposal technical lead, Proposal coordinator, Proposal decision maker, Head of operations, Supply chain management regional technical advisor, IDEA staff, Head of programming, Supply chain staff (including procurement), Proposal budget lead, Technical advisor
• Standard 2:

  Evidence-based, participatory design for project success.
  Key Action 3: Build sufficient time into the project activities schedule for start-up, scale-up, and close-out.
  Phase:

  Design
  Category:

  Operations and program planning and management
  Position or role:

  Proposal development team, Proposal technical lead, Proposal coordinator, Head of operations, Supply chain staff (including procurement), IDEA staff, Senior management team, Head of programming, Proposal budget lead, Proposal human resources lead, ICT staff, Supply chain management regional technical advisor
• Standard 3:

  Accurate and cost-efficient proposal budgeting.
  Key Action 2: Develop a detailed budget and budget narrative in line with the project activities schedule and staffing plan, and adjust as needed.
  Phase:

  Design
  Category:

  Financial management
  Position or role:

  Finance manager, Proposal development team, Proposal technical lead, Proposal budget lead, Proposal human resources lead, Proposal MEAL lead, Proposal coordinator, Head of operations, Proposal decision maker, ICT staff, HQ procurement and supply chain management, Country representative, Senior management team, Regional finance officer, IDEA staff
• Standard 3:

  Accurate and cost-efficient proposal budgeting.
  Key Action 3: Decide on partner sub-awards, including the award type, based on the donor’s regulations and the partners’ capacity and proposed project responsibilities.
  Phase:

  Design
  Category:

  Financial management
  Position or role:

  Country representative, Head of operations, IDEA staff, Proposal coordinator, Proposal decision maker, Senior management team, Head of programming, Partnership and capacity strengthening staff
• Standard 4:

  Staffing for quality (technically sound, timely and effective) project management.
  Key Action 1: Jointly determine an appropriate project staffing structure, position descriptions, and profiles needed at CRS and partner levels.
  Phase:

  Design
  Category:

  Human resource management
  Position or role:

  Proposal development team, Proposal technical lead, Proposal human resources lead, Proposal coordinator, Senior management team, Human resources manager, Head of operations, Proposal decision maker, IDEA staff, Technical advisor, Finance manager, Partnership and capacity strengthening staff
• Standard 5:

  Early engagement with donor to inform design.
  Key Action 1: Engage with donors to guide funding to sound projects that meet priority needs of those CRS seeks to serve.
  Phase:

  Design
  Category:

  Donor engagement and accountability
  Position or role:

  Country representative, Country/regional business development staff, IDEA staff, Technical advisor, Head of programming, Project manager/Chief of party, Senior management team
• Standard 5:

  Early engagement with donor to inform design.
  Key Action 2: Engage in capture planning for specific funding opportunities, including efforts to influence the call for proposals.
  Phase:

  Design
  Category:

  Donor engagement and accountability
  Position or role:

  Country representative, Head of programming, Country/regional business development staff, IDEA staff, Senior management team, Capture planning manager, Technical advisor, Project manager/Chief of party, HQ human resources staff
• Standard 5:

  Early engagement with donor to inform design.
  Key Action 3: Take advantage of opportunities to influence, clarify, and provide feedback on the donor’s priorities for a specific funding opportunity.
  Phase:

  Design
  Category:

  Donor engagement and accountability
  Position or role:

  Country representative, Head of programming, IDEA staff, Country/regional business development staff, Technical advisor, Proposal development team, Proposal technical lead, Proposal coordinator, Capture planning manager, Proposal decision maker, Project manager/Chief of party, Technical advisor
• Standard 5:

  Early engagement with donor to inform design.
  Key Action 4: Ensure that the project activities schedule, staffing plan, and budget take into account the donor's decision-making processes and timelines, as well as compliance considerations.
  Phase:

  Design
  Category:

  Donor engagement and accountability
  Position or role:

  Proposal coordinator, IDEA staff, Supply chain staff (including procurement), Risk management and compliance staff, Proposal technical lead, Proposal human resources lead, Proposal budget lead, Proposal development team, Supply chain management regional technical advisor
• Standard 5:

  Early engagement with donor to inform design.
  Key Action 5: Respond to donor feedback and questions on the proposal promptly and professionally.
  Phase:

  Design
  Category:

  Donor engagement and accountability
  Position or role:

  Country representative, Country/regional business development staff, Proposal transition manager, Proposal development team, Proposal technical lead, Proposal budget lead, Proposal human resources lead, Proposal MEAL lead, Proposal coordinator, Senior management team, IDEA staff, Technical advisor, Proposal decision maker
• Standard 6:

  Early transition and start-up planning (including pre-award).
  Key Action 1: Document the rationale behind the project design and budget decisions to facilitate start-up and handover to the project start-up team.
  Phase:

  Start-up
  Category:

  Operations and program planning and management
  Position or role:

  Proposal transition manager, Proposal development team, Proposal technical lead, Proposal budget lead, Proposal human resources lead, Proposal MEAL lead, Proposal coordinator, Proposal decision maker, Country/regional business development staff
• Standard 6:

  Early transition and start-up planning (including pre-award).
  Key Action 3: Organize CRS- and partner-level internal handover from the proposal team to the start-up/implementation team.
  Phase:

  Start-up
  Category:

  Operations and program planning and management
  Position or role:

  Proposal transition manager, Project manager/Chief of party, Proposal development team, Proposal technical lead, Proposal budget lead, Proposal human resources lead, Proposal MEAL lead, Proposal coordinator, Supply chain staff (including procurement), ICT staff, Partnership and capacity strengthening staff, Country/regional business development staff, Supply chain manager, Procurement manager
• Standard 7:

  Realistic and participatory detailed implementation planning for program impact.
  Key Action 2: Organize a start-up workshop to orient the project team, partner staff, and key stakeholders to the project design and compliance requirements.
  Phase:

  Start-up
  Category:

  Operations and program planning and management
  Position or role:

  Project manager/Chief of party, Head of programming, Head of operations, Country representative, MEAL coordinator, Operations staff, Project officer/assistant, Technical advisor, ICT staff, IDEA staff, Deputy regional director for operations, Deputy regional director for program quality, Partnership and capacity strengthening staff
• Standard 8:

  Timely and comprehensive project financial set-up.
  Key Action 1: Review the draft donor agreement to make sure that CRS can meet the donor's financial requirements.
  Phase:

  Start-up
  Category:

  Financial management
  Position or role:

  Finance manager, Head of operations, Deputy regional director for operations, Regional finance officer, IDEA staff
• Standard 8:

  Timely and comprehensive project financial set-up.
  Key Action 6: Work with partners to set up project-specific financial management and reporting processes, formats, and schedules, and orient partner staff on them.
  Phase:

  Start-up
  Category:

  Financial management
  Position or role:

  Project manager/Chief of party, Finance manager, Finance staff, Head of operations, Regional finance officer, Deputy regional director for operations, IDEA staff, Partnership and capacity strengthening staff, Finance officer
• Standard 10:

  Laying the foundations for effective donor engagement and accountability.
  Key Action 1: Review the draft donor agreement in line with CRS policies and local laws, and negotiate any adjustments needed.
  Phase:

  Start-up
  Category:

  Donor engagement and accountability
  Position or role:

  IDEA staff, Project manager/Chief of party, Country representative, Head of operations, Head of programming
• Standard 10:

  Laying the foundations for effective donor engagement and accountability.
  Key Action 2: Orient CRS and partner staff on the donor requirements.
  Phase:

  Start-up
  Category:

  Donor engagement and accountability
  Position or role:

  Head of operations, Head of programming, IDEA staff, Project manager/Chief of party, Project officer/assistant, Partnership and capacity strengthening staff
• Standard 10:

  Laying the foundations for effective donor engagement and accountability.
  Key Action 3: Develop project templates that support compliance with donor and grant requirements.
  Phase:

  Start-up
  Category:

  Donor engagement and accountability
  Position or role:

  Project manager/Chief of party, Head of operations, Finance staff, IDEA staff, Supply chain staff (including procurement), MEAL coordinator, Finance officer, Risk management and compliance staff, Supply chain manager, Procurement manager, ICT staff
• Standard 10:

  Laying the foundations for effective donor engagement and accountability.
  Key Action 4: Prepare a plan on how to engage with the donor(s) during the project (influence, communication, marketing).
  Phase:

  Start-up
  Category:

  Donor engagement and accountability
  Position or role:

  Project manager/Chief of party, Project officer/assistant, Senior management team, Country representative, Head of programming, Head of operations, Country/regional business development staff, IDEA staff
• Standard 10:

  Laying the foundations for effective donor engagement and accountability.
  Key Action 5: Submit high-quality start-up deliverables to the donor on time.
  Phase:

  Start-up
  Category:

  Donor engagement and accountability
  Position or role:

  Project manager/Chief of party, Project officer/assistant, Senior management team, Country representative, Head of programming, Head of operations, Finance manager, IDEA staff, Technical advisor
• Standard 11:

  Evidence based, action-oriented project management.
  Key Action 1: Promote and facilitate intentional project reflection, learning, and adaptation.
  Phase:

  Implementation
  Category:

  Operations and program planning and management
  Position or role:

  Project manager/Chief of party, Project officer/assistant, Country representative, Head of programming, Technical advisor, IDEA staff, Country/regional business development staff, MEAL coordinator
• Standard 13:

  Effective financial management during project implementation.
  Key Action 4: Prepare financial reports that reflect all project expenditures in the financial system, for project manager review and submission to donors as required.
  Phase:

  Implementation
  Category:

  Financial management
  Position or role:

  Project manager/Chief of party, Senior management team, Country representative, Head of programming, Head of operations, Finance manager, IDEA staff, HQ overseas finance staff
• Standard 15:

  Engaging donors appropriately throughout implementation.
  Key Action 1: Ensure that regular program, finance and other operations compliance checks are conducted throughout the project lifespan.
  Phase:

  Implementation
  Category:

  Donor engagement and accountability
  Position or role:

  Project manager/Chief of party, Head of operations, Operations staff, Finance staff, Risk management and compliance staff, Finance officer, IDEA staff
• Standard 15:

  Engaging donors appropriately throughout implementation.
  Key Action 2: Communicate risks, issues, and changes to donor in a timely manner, and seek donor approval where necessary.
  Phase:

  Implementation
  Category:

  Donor engagement and accountability
  Position or role:

  Project manager/Chief of party, Senior management team, Country representative, Head of programming, Head of operations, IDEA staff
• Standard 15:

  Engaging donors appropriately throughout implementation.
  Key Action 3: Prepare donor reports that are high-quality and meet donor requirements, and submit them on time.
  Phase:

  Implementation
  Category:

  Donor engagement and accountability
  Position or role:

  Project manager/Chief of party, Senior management team, Country representative, Head of programming, Head of operations, Finance manager, IDEA staff, Finance staff, Operations staff, Project officer/assistant, Finance officer, HQ overseas finance staff
• Standard 15:

  Engaging donors appropriately throughout implementation.
  Key Action 4: Plan for and use donor visits and other communication activities to advance the CRS-donor relationship and influence donor perspectives on programming and operations issues.
  Phase:

  Implementation
  Category:

  Donor engagement and accountability
  Position or role:

  Project manager/Chief of party, Country representative, Head of programming, Head of operations, IDEA staff, Project officer/assistant, Operations staff, Technical advisor
• Standard 16:

  Accountable and timely project close-out.
  Key Action 1: Form a cross-discipline team to plan and implement project close-out activities.
  Phase:

  Close-out
  Category:

  Operations and program planning and management, Financial management, Human resource management, Donor engagement and accountability
  Position or role:

  Country representative, Head of programming, Project manager/Chief of party, Finance manager, Project officer/assistant, Human resources manager, Supply chain staff (including procurement), IDEA staff, Supply chain manager, Procurement manager
• Standard 16:

  Accountable and timely project close-out.
  Key Action 3: Closely monitor and manage implementation of the close-out plan, including timely communication with the donor.
  Phase:

  Close-out
  Category:

  Operations and program planning and management, Financial management, Human resource management, Donor engagement and accountability
  Position or role:

  Head of operations, Finance staff, Finance manager, Finance officer, Supply chain staff (including procurement), Human resources manager, Human resources officer, Risk management and compliance staff, ICT staff, Head of programming, Project officer/assistant, Project manager/Chief of party, Technical advisor, MEAL coordinator, Senior management team, Country representative, HQ overseas finance staff, IDEA staff, HQ procurement and supply chain management, Supply chain manager, Procurement manager
• Standard 18:

  Learning from and leveraging results during close-out.
  Key Action 2: Conduct a final evaluation or after-action review which engages stakeholders in interpreting results and generating learning.
  Phase:

  Close-out
  Category:

  Operations and program planning and management, Donor engagement and accountability
  Position or role:

  Close-out team, Head of operations, Head of programming, Project officer/assistant, Project manager/Chief of party, Technical advisor, MEAL coordinator, Senior management team, Country representative, Country/regional business development staff, IDEA staff, Other operations, Project officer/assistant
• Standard 18:

  Learning from and leveraging results during close-out.
  Key Action 3: Share project learning with stakeholders for influence, sustainability, and scale-up of successful project approaches.
  Phase:

  Close-out
  Category:

  Operations and program planning and management, Donor engagement and accountability
  Position or role:

  Project manager/Chief of party, Country/regional business development staff, IDEA staff, Head of programming, Country representative, Project officer/assistant, MEAL coordinator, Technical advisor
• Standard 18:

  Learning from and leveraging results during close-out.
  Key Action 4: Write a comprehensive final project report that summarizes project achievements and learning.
  Phase:

  Close-out
  Category:

  Operations and program planning and management, Donor engagement and accountability
  Position or role:

  Project manager/Chief of party, Head of programming, Project officer/assistant, IDEA staff, Technical advisor, Operations staff, Finance manager, Supply chain staff (including procurement), Supply chain manager, Procurement manager
• Standard 18:

  Learning from and leveraging results during close-out.
  Key Action 5: Upload key project learning-related documents to Gateway (and donor databases as applicable) for institutional memory and accessibility and for use in donor engagement.
  Phase:

  Close-out
  Category:

  Operations and program planning and management, Donor engagement and accountability
  Position or role:

  Project manager/Chief of party, IDEA staff