request for proposal: m&e system training
TRANSCRIPT
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Request for Proposal: M&E System Training
Main Facts Table
RFP reference FY20-0120 M&E System Training
RFP launch date 11th November 2019
Contract Manager Anne Williams
Deadline for submission of proposals 6th December 2019
Submission of Proposals to
Please include the RFP reference number above in all correspondence.
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Table of Contents
PART 1: INSTRUCTIONS TO PROPOSERS AND PROPOSAL CONDITIONS ................................................. 5
1:1: Summary of the Requirement ..................................................................................................... 5
1.2: Definitions .................................................................................................................................... 5
1.3: Structure of this Document ......................................................................................................... 5
1.4: RFP Key Dates .............................................................................................................................. 6
1.5: Company Contact ......................................................................................................................... 6
1.6: Queries and Questions during the RFP Period............................................................................. 7
1.7: Amendments to RFP documents ................................................................................................. 7
1.8: Proposal Lodgement Methods and Requirements ...................................................................... 7
1.9: Late Proposals .............................................................................................................................. 7
1.10: Acceptance of Proposals ............................................................................................................ 7
1.11: Alternative Proposals ................................................................................................................. 8
1.12: Validity of Proposals .................................................................................................................. 8
1.13: Evaluation of Proposals .............................................................................................................. 8
1.14: Withdrawals ............................................................................................................................... 9
1.15: Proposers to Inform Themselves ............................................................................................... 9
1.16: Costs of Preparing Proposals ..................................................................................................... 9
1.17: Confidentiality ............................................................................................................................ 9
1.18: Inconsistencies and Omissions .................................................................................................. 9
1.19: References ................................................................................................................................. 9
1.20: Proposal Acknowledgement ...................................................................................................... 9
1.21: Return of RFP Documents ........................................................................................................ 10
PART 2: THE REQUIREMENT ................................................................................................................. 11
2.1: Background Information on Plan International ......................................................................... 11
2.2: Background to this Request for Proposals ................................................................................. 11
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2.3: Key Deliverables ......................................................................................................................... 12
2.4: Resourcing, Scope and Responsibilities ..................................................................................... 13
2.5: Methodology .............................................................................................................................. 13
2.6: Activities and Timing .................................................................................................................. 15
PART 3: INFORMATION TO BE PROVIDED BY PROPOSERS ................................................................... 16
3.1: Supplier’s Questionnaire ............................................................................................................ 16
3.2: Tenderer’s Details and Background ........................................................................................... 16
3.3: Technical Proposal ..................................................................................................................... 16
3.4: Pricing Information .................................................................................................................... 16
3.5: Suggested Chronogram .............................................................................................................. 16
3.6: Trainer Information .................................................................................................................... 17
APPENDIX 1: SESSION OUTLINES AND SAMPLE TARGET KNOWLEDGE & SKILLS ................................. 18
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PART 1: INSTRUCTIONS TO PROPOSERS AND PROPOSAL CONDITIONS
1:1: Summary of the Requirement
Plan International is looking to select an external partner to design and develop instructor-led training
materials and deliver both face-to-face and virtual system training for our new global online Monitoring
& Evaluation (M&E) system.
Further details of the requirement are described in Part 2 of this Request for Proposal (RFP).
1.2: Definitions
For the purposes of this RFP and any subsequent contract, the following definitions, unless otherwise noted, apply.
Company Means Plan Limited, hereafter know as Plan
Contract Means any contract that results from this Request for
Proposal
Contractor Means the entity that forms a Contract with the Company for
provision of the requirement.
Proposal Means a written offer submitted in response to this Request
for Proposal
Proposer
Means an entity that submits, or is invited to submit, a
Proposal in response to this Request for Proposal
Requirement Means the supply to be made by the Contractor to the
Company in accordance with Part 2 of the RFP.
1.3: Structure of this Document
This RFP comprises four parts, as described below:
Part Title Description
1 Instructions to Proposers and Proposal Conditions
Sets out rules and requirements for participation in the RFP.
2 The Requirement Sets out details of the requirement, including scope of works.
3 Information to be Provided by Proposers
Sets out the minimum RFP response requirements to allow due consideration by the Company.
4 Proposed Contract Sets out the applicable terms and conditions that will apply to any contract arising from this RFP.
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1.4: RFP Key Dates
The following key dates apply to this RFP:
RFP Issue Date 11th November 2019
Deadline for lodgement
of Proposal
Acknowledgement
15th November 2019
Deadline for submission
of questions in relation
to this RFP
15th November
Deadline for Plan
International to answer
RFP questions
20th November 2019
RFP Closing Date and
Time
6th December 2019 23:59 GMT
Notification of shortlisted
bidders
W/C 16th December 2019
Shortlisted bidders’
presentations
Between W/C 13TH January and W/C 20th January 2020
Estimated Contract
Award Date
3rd February 2020
Contract Go-live Q1 2020
1.5: Company Contact
The following individual is the nominated Company contact for this RFP.
Name Anne Williams
Title/Position Programme Y.O.D.A. Learning & Development Manager
Contact email [email protected]
Procurement email [email protected]
Postal address Block A, Dukes Court, Duke Street, Woking, Surrey GU21 5BH
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1.6: Queries and Questions during the RFP Period
Proposers are to direct any queries and questions regarding the RFP content or process to the Plan
Contact. No other Plan personnel are to be contacted in relation to this RFP unless directed to do so
by the Plan Contact. Plan reserves the right to disqualify and reject Proposals that do not comply with
this requirement. All questions should be submitted in writing to the Contact email address.
We may choose to convey responses to submitted questions and queries to all Proposers so that
each is equally informed.
1.7: Amendments to RFP documents
We may amend the RFP documents by issuing notices to that effect to all Proposers and may extend
the RFP closing date and time if deemed appropriate.
1.8: Proposal Lodgement Methods and Requirements
• Proposers must submit one copy of their Proposal by email to: procurement@plan-
international.org.
• The subject heading of the email shall be FY20-0120 M&E Proposal System Training.
• Please submit electronic documents in both PDF and MS Word format.
• Proposers may submit multiple emails (suitably annotated – e.g. Email 1 of 3), or zipped, if
attached files are deemed too large to suit a single email transmission.
• Proposals must be prepared in English and must contain the information requested in Part 3
of this RFP.
1.9: Late Proposals
Proposers are responsible for submitting their Proposals prior to the RFP closing date and time, in
accordance with the acceptable lodgement requirements described above. There will be no allowance
made by us for any delays in transmission of the Proposal from Proposer to Plan. Any Proposal
received by Plan later than the stipulated RFP closing date and time may be removed from further
consideration by Plan.
1.10: Acceptance of Proposals
A Proposal will not be accepted by us unless and until Plan has signed a Contract or sent a 'Notice of
Award' in writing to the successful Proposer.
Plan is under no obligation to accept the lowest priced Proposal or any Proposal and reserves the
right to reject any Proposal which is incomplete, conditional or not complying with the RFP
documents.
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1.11: Alternative Proposals
Proposers may submit alternative Proposals it they feel it may offer Plan additional benefits whilst still
complying with the Requirement. We reserve the right to accept or reject any proposed alternative
either wholly or in part.
1.12: Validity of Proposals
Proposals submitted in response to this RFP are to remain valid for a period of 60 days from the RFP
closing date.
1.13: Evaluation of Proposals
As we evaluate Proposals, we will be considering the following:
• Evidence of ability and experience in designing and delivering interactive, engaging instructor-
led training which demonstrably meets defined learning outcomes
• Evidence of ability and experience in designing and delivering systems training which enables
learners to achieve practical outcomes
• Experience with Amp Impact, the M&E solution for non-profit organisations sitting on the
Salesforce platform (or experience of a similar system)
• Experience of delivering training on the Salesforce platform
• Expertise and experience of Monitoring & Evaluation within an International Non-
Governmental Organisation
• Experience in designing and delivering training on interdependent/integrated systems
• Ability and experience in working with other partners to deliver a jointly developed training
package
• Experience of delivering training to multiple users with different levels of digital
experience/capability
• Language capability (English, French and Spanish)
• Supplier location and its impact on collaboration with Plan International staff in Woking and
Vera Solutions staff based in London
• Capacity for trainers to travel to deliver regional workshops outside Europe
• Flexibility (as dates may change)
• Potential capability to also deliver system training for our new ERP system (MS Dynamics)
and Data Warehouse
• Affordability and value for money.
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These criteria are not in any particular order; nor do they necessarily carry equal weight. Plan may
request additional information from Proposers to assist further evaluation of Proposals.
Shortlisted Proposers will be asked to present before an assessment panel. At that stage we would
expect to meet the proposed M&E system trainers.
1.14: Withdrawals
Proposals may be withdrawn at any time prior to the RFP closing date and time by written notice to
Plan.
1.15: Proposers to Inform Themselves
We have taken all reasonable care to ensure that the RFP is accurate. However, we give no
representation or warranty as to the accuracy or sufficiency of the contained information and that all
Proposers will receive the same information. Proposers are required to inform themselves fully of all
conditions, risks and other circumstances relating to the proposed contract prior to submitting a
Proposal. Proposed prices shall be deemed to cover the cost of complying with all the conditions of
the RFP and of all things necessary for the due and proper performance and completion of the
Requirement.
1.16: Costs of Preparing Proposals
All costs relating to the preparation and submission of a Proposal are the sole responsibility of the
Proposer. Plan shall not pay any Proposer, wholly or in part, for its Proposal.
1.17: Confidentiality
Except as required for the preparation of a Proposal, Proposers must not, without Plan’s prior written
consent, disclose to any third party any of the contents of the RFP documents. Proposers must
ensure that their employees, consultants and agents also are bound and comply with this condition of
confidentiality.
1.18: Inconsistencies and Omissions
Proposers must promptly advise Plan in writing of any inconsistencies and omissions they discover in
the RFP.
1.19: References
As part of this RFP, Proposers will need to supply contact details of three References. Plan will contact
the references in order to be assured on competency of the Proposer. Please provide contact
information to include; type of contract, period of performance, company name, contact name,
telephone number and email.
1.20: Proposal Acknowledgement
By participating in this RFP Proposers are indicating their acceptance to be bound by conditions set
out in this Part. Proposers are to acknowledge this acceptance and furnish details of their
representative that will be the sole point of contact for all matters relating to the RFP, in writing, to
Plan prior to the proposal acknowledgement due date set out in Section 1.4.
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Any Proposer choosing not to submit a Proposal is required to acknowledge this intent, in writing, to
the Company and return all RFP documentation to the Company prior to the proposal
acknowledgement due date.
1.21: Return of RFP Documents
Proposers must return to Plan all issued hard copies of the RFP documents within seven (7) days of
being notified that their Proposal was unsuccessful. Unsuccessful Proposers are to also permanently
delete any electronic copies of RFP documents (either issued by Plan or created by the Proposer).
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PART 2: THE REQUIREMENT
2.1: Background Information on Plan International
Plan International is an independent development and humanitarian organisation that advances children’s rights and equality for girls.
We believe in the power and potential of every child. But this is often suppressed by poverty, violence, exclusion and discrimination. And it is girls who are most affected. Working together with children, young people, our supporters and partners, we strive for a just world, tackling the root causes of the challenges facing girls and all vulnerable children.
We support children’s rights from birth until they reach adulthood. And we enable children to prepare for – and respond to – crises and adversity. We drive changes in practice and policy at local, national and global levels using our reach, experience and knowledge.
We have been building powerful partnerships for children for over 75 years. We have 54 Country Offices across the following regional hubs: Americas; Asia Pacific; Middle East, East, Southern & Northern Africa; West & Central Africa. We have a presence in additional countries in the form of National Organisations, which are responsible for fundraising and ensure the effective management and implementation of major grant-funded projects.
Read more about Plan International's Global Strategy: 100 Million Reasons at https://plan-international.org/strategy.
2.2: Background to this Request for Proposals
Until recently, Plan International Country Offices have adopted varying approaches to Monitoring &
Evaluation (M&E). This has led to insufficient clarity regarding the value of some programmes and
projects to beneficiaries, and inconsistent reporting to donors. There has been a need for a single
integrated approach and system.
We have therefore embarked upon a major project to strengthen our M&E activity within the
organisation. In addition to the M&E upskilling and support work which is ongoing at a regional and
country level, we are formalising best practice and ensuring data transparency via the introduction of
our first global online M&E system: Amp Impact. Built as an app on the Salesforce platform, Amp
Impact enables us to abandon monitoring via spreadsheets and to set up logical frameworks within
the system, in which the goals, activities, indicators, anticipated results and other components of a
particular project are structured. The system integrates mobile data collection (via the integrated Taro
Works tool) and provides reporting and intelligence for the organisation and for donors.
The introduction of our first online M&E system is part of a broader organisational change
programme: Programme Y.O.D.A. (Your Organisation’s Data and Analytics), which will help us
become a more data driven and transparent organisation. Through this programme, we will change
our Enterprise Resource Planning (ERP) solution; revise our processes and working practices in
relation to Finance, Grants, Programmes and Projects, and Logistics and Procurement; and develop a
new M&E solution.
In 2020, data in our new M&E system will be integrated via a Data Warehouse with data in our new
ERP solution (MS Dynamics 365).
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2.3: Key Deliverables
Plan International is looking to select an external partner to develop instructor-led training materials
and deliver both face-to-face and virtual system training for our new online Monitoring & Evaluation
(M&E) system.
We are looking for our partner organisation to provide the following deliverables:
• Creation of learning materials to support system training for Core M&E staff and Superusers
on our new M&E system (working closely with the system developers, Vera Solutions; and
meeting the specified learning outcomes and quality standards defined by Learning &
Development at Plan International)
• Creation of assessments to support the system training
• Delivery of the following M&E system training:
o 5 face-to-face workshops of 5 days each for Core M&E staff
▪ Pilot workshop in English at a location TBC
▪ 2 workshops in English at locations TBC for Asia and Eastern/Southern
Africa
▪ 1 workshop in French at a location in West Africa
▪ 1 workshop in Latin American Spanish at a location in Latin America
o Approximately 9 sessions (15 hours) of additional virtual training for Superusers (see
Appendix 1 for more details) to be delivered to the pilot group and then to the regional
groups mentioned above.
We are looking for teamwork and continuity globally within the external training team so that
knowledge and experience gained with one learner group benefits other learners. We would prefer to
avoid the following scenario: one trainer delivers training in English, another in Spanish, and another
in French.
Training dates will depend on the confirmed deployment plan for the M&E system. We are currently
looking at most training delivery taking place May-October 2020.
Group size will be large: 20-35 participants per session.
Plan will be responsible for organising training venues and related logistics, including invitations to
participants.
Training will take place all or mostly outside Europe. Plan International will cover trainers’ reasonable
travel costs, in accordance with our travel policy.
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2.4: Resourcing, Scope and Responsibilities
The following table shows the scope of the work required by our external training partner and the
respective responsibilities of Plan and of Vera Solutions, our system developer.
External Training Partner Plan International Vera Solutions
• Creation of instructor-led
learning materials (face to
face and virtual) to meet
the learning outcomes and
quality standards specified
by Plan International for
M&E system training
• Delivery of 5-day face-to-
face workshops for Core
M&E Staff plus virtual
training sessions for
Superusers
• Accountability for
preparation and delivery of
the system training
sessions while
collaborating with
stakeholders and subject
matter experts (SMEs) at
Plan and Vera
• General M&E
Strengthening upskilling
• Learning needs analysis
for M&E system training
(See the proposed Session
Outlines and Target
Knowledge & Skills for
each session in Appendix
1)
• Ownership of all intellectual
property relating to
materials and resources
(Plan retains the right for
future training using these
materials to be delivered
by Plan staff or other
external trainers selected
by Plan)
• Experienced M&E
specialists from Plan
International will join all
M&E system training to
answer specific questions
• Evaluation of the training
• Development of Plan’s new
M&E system on Amp
Impact (sitting on the
Salesforce platform)
• Provision of the following:
o System documentation
o Quick reference guides
for end users
o Online demos and
videos for use as self-
paced learning
• Participation as an SME in
all training
2.5: Methodology
We use the ADDIE framework:
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Analysis and High Level Design
• We (at Plan, working closely with the system developers, Vera) have already carried out the
learning needs analysis for M&E system training and have proposed the learning solutions
listed in Appendix 1.
• We are seeking additional external resourcing only to design and deliver instructor-led training
for Core M&E staff and for Superusers. Training for other roles, e.g. Leadership, will be
managed internally.
• Training for Core M&E staff will be provided via a 5-day face-to-face workshop delivered
regionally by our external training partner.
• Additional follow-up training for M&E Superusers will be delivered via virtual sessions
facilitated by our external training partner.
• This instructor-led training will form part of a blend. Our development partner Vera will be
developing self-paced videos and demos – and Plan will be providing high level messages
and introductions to the system before the first workshop. Plan will embed the training into
business as usual (BAU) after initial deployment.
Detailed Design and Development
• Our external training partner will do the detailed design and development of the instructor-led
system training materials (face-to-face and virtual) to meet the identified learning outcomes
and standards.
• We expect our training partner to develop engaging, interactive materials, building in review,
reinforcement and consolidation. Learners will take part in: activities requiring them to
demonstrate their understanding of key concepts; hands-on systems practice; and scenarios
requiring them to make appropriate decisions as they use the system.
Implementation
• We expect our external training partners to have become expert in the Plan approach to
Monitoring & Evaluation and in the Amp Impact and Taro Works systems before delivering
systems training – though they will be supported in sessions by Plan M&E specialists and by
our development partners, Vera.
• We expect virtual sessions to be interactive, in the same way that we expect face-to-face
sessions to engage the learner.
Evaluation (Kirkpatrick Evaluation Framework)
The evaluation for the M&E system training will be undertaken by Plan International – not by the
external training provider.
Level 1 (Reaction) We will seek pilot feedback and also feedback following each regional
deployment of training to make ongoing improvements.
Level 2 (Learning)
• Our external training partner will build interactivity into training sessions so that trainers can
monitor participants’ learning and reinforce key points where required.
• Our external training partner will create online assessments (key concepts and system-based) to
accompany the training and demonstrate achievement of learning objectives.
• We at Plan are exploring additional ways of giving confidence to the business that learning has
taken place, e.g. a more formalised assessment or certification for certain roles. This is not the
responsibility of our external training partner.
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Level 3 (Individual Behaviour Change)
As a final step of the training, we are planning to create a simulation, asking learners to use both ERP
and M&E systems for business purposes in an integrated manner.
• Staff will be given a 30 Day Challenge to encourage embedding of new habits.
• Senior/Experienced staff will use skills checklists to confirm observation of new key skills in
practice, and to identify any areas requiring additional support.
Level 4 (Business Results)
We are aiming to support achievement of the same benefits and KPIs used throughout Programme
Y.O.D.A.
2.6: Activities and Timing
Current expectations regarding schedules are as follows.
What When
Publish tender requirements November 11th, 2019
Deadline for submission of proposals December 6th 2019
Select external system training partner Early Feb 2020
Develop training materials for Core M&E Users and Super
Users
Feb-March 2020
Review and agree training materials April 2020
Deliver pilot workshop for Core M&E Staff (5 days) May 2020 (Dates TBC)
Superuser training for pilot May 2020 (Dates TBC)
M&E pilot (5 countries) June 2020
Regional training workshops July-Oct 2020
Virtual Superuser training July-Oct 2020
Regional deployment of M&E system Aug-Nov 2020
Review, lessons learnt and handover of final
materials/recordings for inclusion in BAU training
To be complete by end Dec 2020
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PART 3: INFORMATION TO BE PROVIDED BY PROPOSERS
This Part details all the information that Proposers are required to provide to the Company.
Submitted information will be used in the evaluation of Proposals. The Proposal structure should be
as follows:
3.1: Supplier’s Questionnaire
All sections must be completed. If any of the questions don’t apply to you, please mark N/A and justify
why. Return the questionnaire to [email protected] along with your proposal.
3.2: Tenderer’s Details and Background
This part should describe the Proposer’s general information, main services, areas of expertise and
background (3 pages maximum).
3.3: Technical Proposal
This section should describe in detail how you would meet the requirements outlined in Section 2 of
this RFP.
3.4: Pricing Information
This part sets out the information necessary for Proposers to furnish rates and prices as consideration
for delivering the Requirement against any resultant Contract. (Excel format)
Rates: Please ensure that rates for the following activities are clear:
• Materials development/preparation
• Training delivery
• Travel days.
Prices include all costs: Submitted rates and prices are deemed to include all costs, insurances,
taxes, fees, expenses, liabilities, obligations risk and other things necessary for the performance of
the requirement. Any charge not stated in the Proposal as being additional will not be allowed as a
charge against any transaction under any resultant contract.
Applicable goods and services taxes: Proposal rates and prices shall be exclusive of United
Kingdom Value Added Tax.
Currency of proposed rates and prices: Unless otherwise indicated, all rates and prices submitted
by Proposers shall be in GBP £ sterling.
3.5: Suggested Chronogram
This part should include a detailed list of phases, activities, deliverables and broken-down costs
associated with each activity. (Excel format)
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3.6: Trainer Information
We require specific names and information about the experience of the trainers proposed for training
delivery. We would also expect to meet the proposed trainers, should the Proposer be shortlisted.
Each trainer’s CV may also be requested.
PART 4: PROPOSED CONTRACT
Successful Tenderers will be expected to enter into a Service Agreement for a period of 1 year.
Plan International will own the intellectual property relating to all M&E system training materials and
resources developed by the Contractor. Plan retains the right for future training using these materials
to be delivered by Plan staff or other external trainers selected by Plan. The Contractor may only re-
use the materials with other clients with the express permission of Plan International.
A copy of the standard Plan’s Terms and Conditions will be provided at a later stage.
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APPENDIX 1: SESSION OUTLINES AND SAMPLE TARGET KNOWLEDGE &
SKILLS
M&E SYTEMS TRAINING: TARGET LEARNERS
Who is the 5 day Core M&E Training workshop aimed at?
• Most senior M&E staff (M&E Managers, M&E Specialists at Country Office)
• Regional M&E Specialists must attend the F2F Workshop
• Each Country Office is expected to fund 1-2 participants to travel to a Core M&E Workshop -
ideally able to cascade to others on their return (ideally good trainer, aptitude for digital systems)
• Project staff, e.g. Project Managers. PMs particularly need this as they will need to work across
both M&E and ERP. However, PMs are budgeted to Grants and wouldn't cascade M&E training.
NOTE: M&E and Project staff have different needs. Project staff need Monitoring - not
Evaluation.
Super User Training
• All Super Users need to attend the 5 -day Core Systems workshop - to be followed by additional
Super User training. Additional Super User training is expected to be virtual.
• Super Users (or others briefed by Super Users) will train Data Collectors.
Other Target Learners
The following groups of target learners will be trained by Plan International staff. Their training needs
are outside the scope of this RFP.
• Leadership
• National Offices
• External Partners
• Plan International staff in non-M&E roles, i.e. Comms, Disaster Recovery Management (DRM),
Business Development Managers (BDM), Sponsorship, Grants, Global Assurance (GA),
Technical Advisors (TA), IT, HR, will also need some MERL training. Their use of the system is
limited to data consumption and limited required functionality.
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5-DAY CORE M&E SYSTEMS WORKSHOP: OUTLINE
SUPER USER TRAINING OUTLINE
All Super Users need to attend the 5 -day Core Systems workshop. Following this, they will join 9
virtual sessions aimed solely at Super Users.
DATA COLLECTION USING TARO WORKS (Train the Trainer)
Session Target Learner Length Format
1 Data Collection using Taro Works
Super Users 1 hour Virtual training for Super
Users, who will cascade
training to Data Collectors
ADVANCED DATA COLLECTION
Session Target Learner Length Format
2 Form Creation & Mapping Super Users 1 hour Virtual
3 Form Administration &
Distribution
Super Users 2 hours Virtual
4 Practice: Focus on own Form
Creation
Super Users 2 hours Individual
5 Q&A Session - following
individual practice
Super Users 1 hour Virtual
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ADVANCED REPORTING
Session Target Learner Length Format
6 Building Reports Super Users 2 days Blend of virtual, self-paced
(including using Salesforce
Trail Heads), task-based
working on own reports, and
another virtual session to
provide feedback and Q&A
7 Building Dashboards Super Users 2 hours Virtual
SUPPORT, TROUBLESHOOTING AND ESCALATION
Session Target Learner Length Format
8 Support, Troubleshooting & Escalation
Super Users 1 hour Virtual 1 hour initial session -
to be followed by monthly 1
hour sessions (e.g. on
updates, new releases,
common issues)
SUPPORTING APPROVERS
Session Target Learner Length Format
9 Supporting Approvers Super Users 3 hours? Self-paced pre-work plus a 1
hour virtual session
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SAMPLE TARGET KNOWLEDGE AND SKILLS
Target Knowledge and Skills have been identified for each session. Here you can see a sample of the
level of detail already defined. The sample below relates to the 3 sessions on Day 2 (Workshop).
DAY SESSION
NUMBER
SESSION
TITLE
OVERALL
SESSION
GOALS
TARGET
KNOWLEDGE
TARGET SKILLS
2 1 FRAMEWORK
PRE-
REQUISITES
Do project
M&E set-up
before
creating a
framework
(logframe)
Identify what
M&E project set-
up entails
Describe the
flow of data,
including from
external sources
Explain the
thematic area
hierarchy (e.g.
AOGD, sub-
impact) and the
implications for
set-up
Explain the
implications of
decisions made
during the set-
up
Explain how to
make changes
to set-up details
and the approval
processes
involved
Identify who else
to involve in
M&E set-up
decisions
Navigate to the
project object and
object record
Add: geographic
areas, reporting
periods, thematic
areas, project roles
Edit: geographic
areas, reporting
periods, thematic
areas, project roles
Submit for approval
Ensure changes are
approved
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DAY SESSION
NUMBER
SESSION
TITLE
OVERALL
SESSION
GOALS
TARGET
KNOWLEDGE
TARGET SKILLS
2 2 USING AN
EXISTING
FRAMEWORK
Navigate to
and select
from existing
global
frameworks,
including core
components
and
mandatory
indicators
Identify the
location of the
global results
framework in the
system
Explain why
there are core
components and
mandatory
indicators and
which are
applicable
Explain how to
filter global
results
frameworks by
criteria
Navigate to the global
results framework
from a project
Filter the global
results frameworks as
appropriate
Select relevant info
from a global results
framework
(mandatory info and
relevant optional info)
Review your draft
framework (lograme)
to determine next
steps
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DAY SESSION
NUMBER
SESSION
TITLE
OVERALL
SESSION
GOALS
TARGET
KNOWLEDGE
TARGET SKILLS
2 3 ADAPTING
AND
CREATING
YOUR OWN
FRAMEWORK
Adapt and
create your
own
framework
(lofgrame)
ready for
approval
Explain how to
set appropriate
targets
Identify the
component parts
of project
frameworks
(logframes)
Identify what
makes a good
indicator and
indicator
features
Describe the
framework
(logframe) item
hierarchy
(output,
outcome etc.)
Identify who else
to involve in
framework
(logframe)
creation
Explain how to
make changes
to frameworks
(logframes) and
approval
processes
involved
Identify the key
considerations
when
interpreting data
re projects
objectives and
results
Explain what
needs to be
communicated
to whom
Create an indicator
Edit existing
indicators
Add an indicator to a
framework (logframe)
item
Create a framework
(logframe) item
Add targets
Check the framework
(logframe) matches
donor requirements
Navigate between the
framework (logframe),
indicator, target and
results pages
Submit for approval
Approve changes
Export a framework
(logframe) for donor
reporting
View performance
graphs and
communicate
information from them
appropriately
24
Explain what
needs to happen
regarding
implementation
plans