Joffe Charitable Trust: Proposals & Reporting


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Explanation for grant-seeking organisations of the Joffe Charitable Trust's formats for proposals and progress reports for their major grants programme in maternal health 2011.

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Joffe Charitable Trust: Proposals & Reporting

  1. 1. Joffe Charitable TrustFunding & Reporting Formats<br />Alex Jacobs<br />4th April 2011<br />
  2. 2. Significant features<br />No logframe<br />Stakeholder analysis<br />Staying responsive<br />Planning process<br />Feedback<br />Other policies<br />04/04/2011<br />2<br />
  3. 3. About me<br />20 years work with NGOs, including field work with Oxfam.<br />Founding Director of Mango; Joel Joffe was the founding Chair.<br />Previously a trustee of the Joffe Charitable Trust. Now full time consultant for 6 months.<br />Particular focus on feedback and performance in NGOs:<br />04/04/2011<br />3<br />
  4. 4. 1. No logframes<br />No table of activities, outputs, outcomes and related indicators.<br />Clear objectives, activities and an initial activity plan.<br />How will you monitor progress and quality?<br />How will your work contribute to long term results, after this funding period?<br />04/04/2011<br />4<br />
  5. 5. 2. Stakeholder analysis<br />JCT asks you to describe:<br />All major groups of stakeholders who will have to be involved to achieve your objectives.<br />Their role (one line summary)<br />Their commitment to the work.<br />Their capacity to play their role.<br />We expect you will identify 5 – 10 groups of people, e.g. local women & men, government officers, clinical staff, policy makers, partners etc.<br />Link to financial analysis: how much funding will different stakeholders control?<br />Evidence about their commitment & capacity will strengthen your case.<br />04/04/2011<br />5<br />
  6. 6. 3. Staying responsive<br />JCT expects that success will depend on external stakeholders, whose priorities and circumstances are likely to change.How will you remain responsive and update plans?<br />E.g. ActionAid’s ‘participatory review & reflection meetings’: regular meetings every 6 or 12 months, where all stakeholders review progress together and agree plans for the future.<br />Depends on transparency, inclusion and openness by the NGO.<br />E.g. making info on finances & feedback available and discussing them together.<br />Other approaches? E.g. regular meetings and updates.<br />Closely linked to feedback, see point 5.<br />How include the least powerful, e.g. rural women?<br />04/04/2011<br />6<br />
  7. 7. 4. Planning process<br />JCT asks for a short description of the process of developing the proposal.<br />Who was involved in the key decisions around setting:<br />Objectives<br />Activities<br />Budgets<br />Indicators / monitoring systems<br />Collaborative planning is likely to be a good basis for collaborative implementation.<br />How were the least powerful people involved / represented – in particular rural women?<br />04/04/2011<br />7<br />
  8. 8. 5. Feedback<br />Annual summaries of feedback from major stakeholder groups.<br />Normally quantified: e.g. 70% of people say X; 40% say Y.<br />Pragmatic & cost-effective processes, not perfect.<br />Providing credible data for discussion, not objective.<br />Normally need a specifically designed tool.<br />Defines desired outputs / outcomes and specific performance levels, from stakeholders’ point of view.<br />Designed in consultation with stakeholders.<br />Provides a structure for collecting stakeholders’ perceptions.<br />Data collection methods:<br />At existing points of contact (e.g. after service provision or meetings).<br />Annual surveys (e.g. in person, by phone, at meetings).<br />Include the most marginalised, e.g. rural women.<br />Examples: “Related initiatives”<br />04/04/2011<br />8<br />
  9. 9. 6. Other policies<br />CVs of key managers.<br />Face-to-face meetings in London on 22/23 June.<br />Funding in 6 month tranches, in advance.<br />Future funds will depend on satisfactory reports.<br />Please plan reports & cashflow in advance.<br />JCT aims to balance flexibility and oversight.<br />JCT values learning, understands practicalities and does not expect perfection.<br />Please stay in touch. “No surprises.”<br />04/04/2011<br />9<br />
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