Standard 10: Laying the foundations for effective donor engagement and accountability.
Lay the foundations for successful donor engagement throughout the project.
Key Action 1 [3] | Review the draft donor agreement in line with CRS policies and local laws, and negotiate any adjustments needed. [3] |
Who |
Agreement owner; See the Agreement Process Map in the Agreements Policy & Procedure for other roles involved. |
When |
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Key Action 2 [4] | Orient CRS and partner staff on the donor requirements. [4] |
Who |
Head of operations; head of programming; project manager/chief of party; head of programming; IDEA staff; CRS and partner project team (programming and operations); CRS and partner senior management. |
When |
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Key Action 3 [8] | Develop project templates that support compliance with donor and grant requirements. [8] |
Who |
Project manager or chief of party; head of operations; MEAL staff; finance manager or designate; risk and compliance staff; supply chain management staff, as applicable; information and communication technology staff; IDEA staff (for centrally-funded awards); CRS and partner project staff |
When |
Finalize templates before the submission of the first report(s) or any other early deliverable, generally:
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Key Action 4 [9] | Prepare a plan on how to engage with the donor(s) during the project (influence, communication, marketing). [9] |
Who |
Project manager/chief of party; CRS and partner project team; country representative and senior management team; country program and/or regional business development staff; IDEA staff; country program communications staff; and Marketing and Communications (MarComm) where applicable. |
When |
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Key Action 5 [10] | Submit high-quality start-up deliverables to the donor on time. [10] |
Who |
Project manager/chief of party; project team, including program, operations, and senior management team, and IDEA staff as applicable; regional technical advisor for MEAL |
When |
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