Search Results:

• 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 1:

  Effective planning for quality project design.
  Key Action 2: Make partnering decisions based on partner capacity and performance, what each can contribute, the proposal guidelines, and the operational and competitive environment.
  Phase:

  Design
  Category:

  Operations and program planning and management
  Position or role:

  Proposal decision maker, Proposal development team, Proposal technical lead, Proposal coordinator, Capture planning manager, Country representative, Senior management team, Partnership and capacity strengthening staff
• Standard 1:

  Effective planning for quality project design.
  Key Action 3: Develop and implement a bridge staffing plan to ensure current activities are properly managed while the new proposal is being developed.
  Phase:

  Design
  Category:

  Operations and program planning and management
  Position or role:

  Proposal development team, Proposal technical lead, Proposal budget lead, Proposal human resources lead, Proposal MEAL lead, Proposal coordinator, Proposal decision maker, Head of operations, Head of programming, Finance manager, Senior management team
• Standard 1:

  Effective planning for quality project design.
  Key Action 4: Plan a participatory process: Working backward from the submission deadline, develop a realistic timeline for designing a quality project and writing a responsive proposal.
  Phase:

  Design
  Category:

  Operations and program planning and management
  Position or role:

  Proposal development team, Proposal technical lead, Proposal budget lead, Proposal human resources lead, Proposal MEAL lead, Proposal coordinator, Proposal decision maker
• Standard 1:

  Effective planning for quality project design.
  Key Action 5: Confirm that funding is available to cover the project design and proposal development costs.
  Phase:

  Design
  Category:

  Operations and program planning and management
  Position or role:

  Country representative, Proposal coordinator, Finance manager, Proposal decision maker, Proposal development team
• 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 2: Include partners in key decision-making including on technical design, project activities schedule, partner scopes of work, and project management structures.
  Phase:

  Design
  Category:

  Operations and program planning and management
  Position or role:

  Proposal development team, Proposal technical lead, Proposal coordinator, Proposal decision maker, Partnership and capacity strengthening staff
• 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 2:

  Evidence-based, participatory design for project success.
  Key Action 4: Solicit feedback and guidance on the feasibility and consistency of technical design, staffing and management plans, supply chain plans, and budget.
  Phase:

  Design
  Category:

  Operations and program planning and management
  Position or role:

  Proposal coordinator, Technical advisor, Proposal technical lead, Supply chain staff (including procurement), Deputy regional director for operations, Deputy regional director for program quality, Regional finance officer, Head of programming, Head of operations, Country representative, Supply chain management regional technical advisor
• Standard 3:

  Accurate and cost-efficient proposal budgeting.
  Key Action 1: Establish amounts for indirect and allocated direct costs, and identify potential high-level budget constraints and decisions so the proposal development team can begin budgeting for direct-direct costs ("back of the envelope" calculation).
  Phase:

  Design
  Category:

  Financial management
  Position or role:

  Finance manager, Proposal development team, Proposal technical lead, Proposal budget lead, Proposal human resources lead, Proposal coordinator, Proposal decision maker, Country representative
• 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 3:

  Accurate and cost-efficient proposal budgeting.
  Key Action 4: Work with partners to develop detailed budgets and budget narratives in line with the project activities schedule and staffing plan, and adjust as needed.
  Phase:

  Design
  Category:

  Financial management
  Position or role:

  Proposal decision maker, Proposal development team, Proposal coordinator, Proposal budget lead, Proposal technical lead, Finance manager, Head of operations, Proposal MEAL lead, Country representative, 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 4:

  Staffing for quality (technically sound, timely and effective) project management.
  Key Action 2: Make a start-up staffing plan and budget.
  Phase:

  Design
  Category:

  Human resource management
  Position or role:

  Head of programming, Human resources manager, Head of operations, Country representative, Proposal human resources lead, Deputy regional director for operations, Deputy regional director for program quality, Proposal decision maker, Senior management team, Finance manager, Proposal technical lead, Proposal coordinator
• Standard 4:

  Staffing for quality (technically sound, timely and effective) project management.
  Key Action 3: Proactively recruit for "key personnel"/project leadership positions.
  Phase:

  Design
  Category:

  Human resource management
  Position or role:

  Head of programming, Proposal human resources lead, Human resources manager, Proposal development team, Proposal technical lead, Proposal coordinator, Head of programming, Head of operations, HQ human resources staff, Hiring manager, Country representative, Senior management team
• 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 2: Develop CRS and partner-level plans and budgets for early start-up activities.
  Phase:

  Start-up
  Category:

  Operations and program planning and management
  Position or role:

  Project manager/Chief of party, Proposal transition manager, Operations staff, Project officer/assistant, Senior management team, Country representative, Head of programming, Head of operations, Finance manager, Human resources manager, ICT staff, Procurement manager, MEAL coordinator
• 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 6:

  Early transition and start-up planning (including pre-award).
  Key Action 4: Conduct partner capacity assessments and prepare for capacity strengthening.
  Phase:

  Start-up
  Category:

  Operations and program planning and management
  Position or role:

  Project manager/Chief of party, Technical advisor, Operations staff, Finance staff, Country representative, Senior management team, Partnership and capacity strengthening staff, Finance officer
• Standard 6:

  Early transition and start-up planning (including pre-award).
  Key Action 5: Set up an appropriate project governance structure.
  Phase:

  Start-up
  Category:

  Operations and program planning and management
  Position or role:

  Project manager/Chief of party, Senior management team, Country representative, Head of programming, Head of operations
• Standard 7:

  Realistic and participatory detailed implementation planning for program impact.
  Key Action 1: Validate key project design decisions based on an updated review of the project operating context (risks, issues, and opportunities).
  Phase:

  Start-up
  Category:

  Operations and program planning and management
  Position or role:

  Project manager/Chief of party, Head of programming, Head of operations, Senior management team, Operations staff, Project officer/assistant, Country representative, Technical advisor, MEAL coordinator
• 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 7:

  Realistic and participatory detailed implementation planning for program impact.
  Key Action 3: Update/refine the proposal activities schedule to develop a comprehensive detailed implementation plan for the first year of the project.
  Phase:

  Start-up
  Category:

  Operations and program planning and management
  Position or role:

  Project manager/Chief of party, Head of programming, Head of operations, Senior management team, Project officer/assistant, Operations staff, Deputy regional director for operations, Deputy regional director for program quality, Technical advisor, MEAL coordinator
• Standard 7:

  Realistic and participatory detailed implementation planning for program impact.
  Key Action 4: Develop the project MEAL system.
  Phase:

  Start-up
  Category:

  Operations and program planning and management
  Position or role:

  MEAL coordinator, Project manager/Chief of party, Project officer/assistant, Technical advisor, ICT 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 2: Work with partners to assess their financial management capacity and develop improvement plans.
  Phase:

  Start-up
  Category:

  Financial management
  Position or role:

  Head of operations, Finance manager, Head of programming, Country representative, Project manager/Chief of party, Finance staff, Partnership and capacity strengthening staff, Finance officer
• Standard 8:

  Timely and comprehensive project financial set-up.
  Key Action 3: Refine the project budget based on changes in the operating context and detailed implementation planning, including all program and operations activities.
  Phase:

  Start-up
  Category:

  Financial management
  Position or role:

  Project manager/Chief of party, Finance staff, Finance manager, Head of operations, Supply chain staff (including procurement), Human resources manager, Human resources officer, Finance officer, Supply chain manager, Procurement manager
• Standard 8:

  Timely and comprehensive project financial set-up.
  Key Action 4: Enter the budget into the financial system in a way that facilitates analysis and reporting.
  Phase:

  Start-up
  Category:

  Financial management
  Position or role:

  Budget manager, Finance manager, Head of programming, Deputy regional director for operations, Regional finance officer, Head of operations, Project manager/Chief of party
• Standard 8:

  Timely and comprehensive project financial set-up.
  Key Action 5: Review and document project-specific financial management requirements, roles and responsibilities.
  Phase:

  Start-up
  Category:

  Financial management
  Position or role:

  Project manager/Chief of party, Head of operations, Head of programming, Finance manager, Finance staff, Project officer/assistant, Finance officer
• 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 9:

  Proactive recruitment and onboarding for timely start-up.
  Key Action 1: Make sure there are staff in place for project start-up.
  Phase:

  Start-up
  Category:

  Human resource management
  Position or role:

  Senior management team, Country representative, Head of programming, Head of operations, Human resources manager, Hiring manager, Deputy regional director for program quality, Deputy regional director for operations, Regional finance officer, Project manager/Chief of party
• Standard 9:

  Proactive recruitment and onboarding for timely start-up.
  Key Action 2: Ensure that project human resource plans and contract arrangements conform with local labor laws, industry best practices, CRS policies and current market analysis.
  Phase:

  Start-up
  Category:

  Human resource management
  Position or role:

  Project manager/Chief of party, Human resources manager, Human resources officer, HQ human resources staff
• Standard 9:

  Proactive recruitment and onboarding for timely start-up.
  Key Action 3: Make sure all proposed project positions for CRS and partners have clear job descriptions.
  Phase:

  Start-up
  Category:

  Human resource management
  Position or role:

  Hiring manager, Project manager/Chief of party, HQ human resources staff, Gestionnaire des ressources humaines, Human resources officer, Human resources manager, Country representative, Partnership and capacity strengthening staff
• Standard 9:

  Proactive recruitment and onboarding for timely start-up.
  Key Action 4: Proactively recruit for positions based on the project needs and on CRS and industry best practices.
  Phase:

  Start-up
  Category:

  Human resource management
  Position or role:

  Hiring manager, Project manager/Chief of party, Human resources manager, Human resources officer, Head of programming, Head of operations, HQ human resources staff, Country representative, Senior management team
• Standard 9:

  Proactive recruitment and onboarding for timely start-up.
  Key Action 5: Provide new project staff with comprehensive onboarding.
  Phase:

  Start-up
  Category:

  Human resource management
  Position or role:

  Human resources manager, Human resources officer, Project manager/Chief of party
• 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 11:

  Evidence based, action-oriented project management.
  Key Action 2: Identify and address project implementation issues and risks in a timely manner.
  Phase:

  Implementation
  Category:

  Operations and program planning and management
  Position or role:

  Project manager/Chief of party, Head of programming, Head of operations, Project officer/assistant, Senior management team
• Standard 11:

  Evidence based, action-oriented project management.
  Key Action 3: Collect and analyze qualitative and quantitative monitoring data and community feedback relevant to project decision-making and learning needs.
  Phase:

  Implementation
  Category:

  Operations and program planning and management
  Position or role:

  Project manager/Chief of party, MEAL coordinator, Project officer/assistant, Technical advisor
• Standard 11:

  Evidence based, action-oriented project management.
  Key Action 4: Organize cross-disciplinary, evidence-based project review and planning meetings, in line with CRS MEAL policies and procedures.
  Phase:

  Implementation
  Category:

  Operations and program planning and management
  Position or role:

  Project manager/Chief of party, Project officer/assistant, Senior management team, Country representative, Head of programming, Head of operations, Finance manager, Human resources manager, Operations staff, MEAL coordinator
• Standard 11:

  Evidence based, action-oriented project management.
  Key Action 5: Proactively manage and review partner relationships.
  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, Head of operations, Finance staff, Operations staff, Senior management team, Partnership and capacity strengthening staff, Finance officer
• Standard 12:

  Effective management of goods throughout the supply chain.
  Key Action 1: Collaboratively update and execute supply chain management plans in line with project objectives and the DIP.
  Phase:

  Implementation
  Category:

  Operations and program planning and management
  Position or role:

  Head of operations, Supply chain staff (including procurement), Project manager/Chief of party, Head of programming, Technical advisor, Finance manager, Supply chain manager, Procurement manager
• Standard 12:

  Effective management of goods throughout the supply chain.
  Key Action 2: Monitor implementation of supply chain activities to share key information with stakeholders and make improvements where needed.
  Phase:

  Implementation
  Category:

  Operations and program planning and management
  Position or role:

  Supply chain staff (including procurement), Technical advisor, Head of operations, Head of programming, Project manager/Chief of party, MEAL coordinator, Supply chain manager, Procurement manager
• Standard 13:

  Effective financial management during project implementation.
  Key Action 1: Prepare annual and quarterly financial projections based on the updated detailed implementation plan.
  Phase:

  Implementation
  Category:

  Financial management
  Position or role:

  Budget manager, Supply chain staff (including procurement), Finance manager, Head of operations, Head of programming, Country representative, Human resources manager, Human resources officer, Supply chain manager, Procurement manager
• Standard 13:

  Effective financial management during project implementation.
  Key Action 2: Analyze monthly budget/forecast comparison and aging reports to review spending against the detailed implementation plan, and make decisions accordingly.
  Phase:

  Implementation
  Category:

  Financial management
  Position or role:

  Finance manager, Head of programming, Head of operations, Country representative, Project manager/Chief of party, Project officer/assistant, Budget manager
• Standard 13:

  Effective financial management during project implementation.
  Key Action 3: Monitor sub-recipients' finances, and accompany partners to implement financial management capacity strengthening plans.
  Phase:

  Implementation
  Category:

  Financial management
  Position or role:

  Head of operations, Finance manager, Project manager/Chief of party, Finance staff, Partnership and capacity strengthening staff, Finance officer
• 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 13:

  Effective financial management during project implementation.
  Key Action 5: Ensure timely project advances and review of partners' liquidation reports, documenting and providing feedback on good practices and needs for improvement.
  Phase:

  Implementation
  Category:

  Financial management
  Position or role:

  Project manager/Chief of party, Finance manager, Country representative, Finance staff, Partnership and capacity strengthening staff, Finance officer
• Standard 14:

  Managing and developing human resources for quality project implementation.
  Key Action 1: Provide performance management support to project team staff according to their responsibilities and priorities.
  Phase:

  Implementation
  Category:

  Human resource management
  Position or role:

  Project manager/Chief of party, Senior management team, Country representative, Head of programming, Head of operations, Finance manager, Human resources manager, Human resources officer
• Standard 14:

  Managing and developing human resources for quality project implementation.
  Key Action 2: Identify gaps in staff skills in project management, and develop and implement plans to address them.
  Phase:

  Implementation
  Category:

  Human resource management
  Position or role:

  Senior management team, Country representative, Project manager/Chief of party, Project officer/assistant, Finance officer, Finance staff, Supply chain staff (including procurement), Operations staff, Head of operations, Head of programming, Finance manager, Senior management team, Technical advisor, Supply chain manager, Procurement manager
• Standard 14:

  Managing and developing human resources for quality project implementation.
  Key Action 3: Prioritize staff care and support to encourage retention and project team continuity.
  Phase:

  Implementation
  Category:

  Human resource management
  Position or role:

  Project manager/Chief of party, Senior management team, Country representative, Human resources manager, Human resources officer
• Standard 14:

  Managing and developing human resources for quality project implementation.
  Key Action 4: Monitor project staffing needs and act proactively to minimize gaps.
  Phase:

  Implementation
  Category:

  Human resource management
  Position or role:

  Project manager/Chief of party, Senior management team, Human resources manager, Human resources officer
• Standard 14:

  Managing and developing human resources for quality project implementation.
  Key Action 5: Support partners to strengthen human resource management and systems.
  Phase:

  Implementation
  Category:

  Human resource management
  Position or role:

  Human resources manager, Project manager/Chief of party, Human resources officer, Partnership and capacity strengthening 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 2: Develop a comprehensive, realistic project close-out plan that details roles, responsibilities, timelines and activities, and reflects donor requirements.
  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, Finance officer, 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 16:

  Accountable and timely project close-out.
  Key Action 4: Prepare and store all required close-out documentation and other key project documentation, records, and data.
  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, Head of programming, Project officer/assistant, Project manager/Chief of party, Technical advisor, MEAL coordinator, Senior management team, Country representative, ICT staff, Supply chain manager, Procurement manager
• Standard 16:

  Accountable and timely project close-out.
  Key Action 5: Engage with partners, project participants, and other key stakeholders throughout the close-out period, to manage relationships and expectations.
  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, Partnership and capacity strengthening staff, Supply chain manager, Procurement manager
• Standard 17:

  Managing human resource transitions responsibly during project close-out.
  Key Action 1: Encourage retention of key project staff until the end of the project period.
  Phase:

  Close-out
  Category:

  Human resource management
  Position or role:

  Senior management team, Human resources manager, Human resources officer, Project manager/Chief of party, Head of programming, Country representative, Deputy regional director for operations, Deputy regional director for program quality, Senior management team
• Standard 17:

  Managing human resource transitions responsibly during project close-out.
  Key Action 2: Closely monitor close-out staffing plans and work with project staff to manage their separation from or transition within CRS.
  Phase:

  Close-out
  Category:

  Human resource management
  Position or role:

  Project manager/Chief of party, Human resources manager, Human resources officer, Senior management team, Head of programming, Head of operations, Country representative, Senior management team
• Standard 17:

  Managing human resource transitions responsibly during project close-out.
  Key Action 3: Monitor staff resignation or transitions towards the end of the project, and arrange coverage as necessary.
  Phase:

  Close-out
  Category:

  Human resource management
  Position or role:

  Senior management team, Project manager/Chief of party, Human resources manager, Human resources officer, Head of programming, Head of operations, Country representative, Deputy regional director for operations, Deputy regional director for program quality, Senior management team
• Standard 17:

  Managing human resource transitions responsibly during project close-out.
  Key Action 4: Support partners to implement their close-out staffing plans.
  Phase:

  Close-out
  Category:

  Human resource management
  Position or role:

  Project manager/Chief of party, Human resources manager, Human resources officer, Partnership and capacity strengthening staff, Country representative, Senior management team
• Standard 18:

  Learning from and leveraging results during close-out.
  Key Action 1: Design a project final evaluation or after‑action review appropriate to project scope and stakeholder information needs.
  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
• 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