Christine Mbabazi - FHI360, South Africa


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Educational Training Fund: A Demand-Driven Capacity Strengthening Approach

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  • Does the branding need to continue on each page?
  • Will need to discuss the change from “Capacity Building” to “Capacity Strengthening” as per the CS in country conversation
  • -Should this be 450? That is what was included in the 2-pager -Strongly suggest the color and placement for each domain match the previous slide – currently difficult to compare
  • Christine Mbabazi - FHI360, South Africa

    1. 1. Educational Training Fund: A Demand-DrivenCapacity Strengthening ApproachChristine Mbabazi, Capacity Building AdvisorFHI 360 South Africa Umbrella Grants Management ProgramMarch 21, 2013
    2. 2. Presentation Overview• FHI 360 Overview• FHI 360-UGM Project• Educational Training Fund (ETF) Definition & Purpose• Methodology• Successes & Achievements• Lessons Learned
    3. 3. FHI 360 Overview• FHI 360 works across a broad set of disciplines to deliver thoughtful, evidence-based responses to complex, human development needs• Operates from 60 offices worldwide• Has implemented over 75 programs that use capacity building as an approach globally.• To date, provided TA to over 9000 NGOs, CSOs, FBOs and networks in 41 countries.
    4. 4. FHI 360-UGM Project• Project dates: October 2007 – November 2013• Award ceiling: USD $91 million• 14 partners over life of project (11 S.African, 3 Int’)• Core technical areas include grants and financial management, organizational capacity building, and monitoring, evaluation and reporting (MER)• Implementation Strategies; • Core, Cohort & Customised Training • Educational training Fund • Technical Assistance (onsite support) • Mentoring & Twinning
    5. 5. FHI 360-UGM ProjectGoal: Objectives:Support the provision of  Provide grants to USAID/PEPFAR sustainable, high-quality partners that ensure adequate HIV/AIDS services in South resource flow to foster scale-up of activities. Africa through strategic grants management and  Provide ongoing capacity building to support and enhance scale-up of capacity building support activities and sustainability of to partners. activities and partners.  Implement effective monitoring, evaluation and reporting systems to assess and document activities
    6. 6. Educational Training FundWhat is it?• A demand-driven resource Courses Courses that provides UGM partners with additional support to address their unique Memberships Memberships Conferences Conferences capacity strengthening needs ETFWhat is it for?• Allows partners to tap into Materials Materials external learning Books Books Development Development opportunities to improve their knowledge, skills and capacity
    7. 7. FHI 360-UGM Trainings & Forums • To date, UGM held 41 trainings and forums across eight domains • Approximately three to four people per partner attended each training
    8. 8. Educational Training Learning Opportunities ETF Learning Opportunities (n = 136)• Approach: Demand-driven Financial Planning Monitoring, Grants Management capacity building Governance & and Management 11% 3% Evaluation & Reporting Strategic Planning• Funding: R 105,000 per 6% 15% annum for each partner• Specialized needs: Short courses, workshops, conferences, professional Human Resources 23% Technical Capacity memberships, handbooks or 31% promotional materials• Eligibility: staff, child care workers/volunteers, board members• Learning opportunities funded: 136 Project Planning & Organizational Networking & Design 6% Sustainability Advocacy 4% 1%
    9. 9. ETF Methodology: Application, Evaluation and Approval Process • Partner completes application form and submits with relevant supporting documents (30 days) • Application is reviewed by the UGM’s ETF Committee against the established criteria • If OK, application is submitted to senior management for approval • Application outcome is communicated to the partner • Payment is then made to the service provider • After completion of the learning opportunity, staff completes a feedback questionnaire and submits certificates
    10. 10. Successes and Achievements• Organizations utilized ETF to support a range of staff (Volunteers-Board members)• Improved quality of service delivery through training of volunteers on comprehensive care for beneficiaries• Improved staff skills in financial management & MER• Improved organizational governance and strategic planning• ETF assisted partners to get their training programs accredited• Staff were able to access accredited training programs
    11. 11. Success & Achievements (Partner Feedback) • “I became a much more“Through use of ETF, the informed monitoring and new board members evaluation officer because of all were also groomed into the courses I attended with ETF. their roles and At Woz’obona I was able to responsibilities as office function efficiently and bearers. It is also evident effectively; everything that I that after the capacity learned I was able to apply it to building, that there was my work. I had a great notably more understanding of all the involvement by them” indicators I was working with(AAHT Management) Overall it has been very beneficial. (M&E Officer - Wozo)
    12. 12. Lessons Learned• Investments in field workers • Reinforced independent learner- (volunteers) are more sustainable driven education. Staff now use and more beneficial to the own funds to sign up for other organization. Senior staff turnover is courses high as skills are more marketable • Access to accredited courses has empowered learners; completing• More efficient and sustainable if such competitive graded courses organizations have staff gives staff a greater sense of an accomplishment in their career development policies that bind those path who access ETF• Organizational ownership is vital. The UGM should focus on technical support (guidelines and compliance)