Key Actions by:

Standard 10: Laying the foundations for effective donor engagement and accountability.

Lay the foundations for successful donor engagement throughout the project.

Key Action 3 Develop project templates that support compliance with donor and grant requirements.

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


Finalize templates before the submission of the first report(s) or any other early deliverable, generally:

  • In the first month for projects shorter than 12 months
  • In the first quarter for projects longer than 12 months
  • As soon as possible for emergency projects
Key Action 4 Prepare a plan on how to engage with the donor(s) during the project (influence, communication, marketing).

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.

  • For development projects: In the first quarter (with ongoing updates)
  • For emergency projects: Within the first month