This workshop aimed to help organizations understand and use the new Effectiveness Toolkit (ETK) to document good practices, identify areas for improvement, develop action plans, and share effectiveness approaches. The ETK is based on 10 principles of good practice and operational areas and incorporates a self-assessment process through a Management Overview Tool (MOT) and Full Assessment. The workshop provided an introduction to the ETK and its online resources as well as case studies from EMMS and Jairah Funds, two organizations that have used the toolkit. NIDOS support for members includes guidance on the MOT and areas for improvement as well as mentoring and networking opportunities.

1. New Effectiveness
Toolkit
Workshop
6 June 2013
Welcome

2. Aims of this Workshop
 Help you understand the value & use of
the new Effectiveness Toolkit (ETK)
 Provide an opportunity to hear from an
organisation using the ETK
 Support you to confidently use the MOT
& Full Assessment
 Inform you of NIDOS support available

3. Introductions in pairs
• Your name and your organisation
• What do you hope the Effectiveness
toolkit will do for your organisation?
Please write your thoughts for second bullet on
post-its (one item per post-it, if more than one)

4. What is the NIDOS
Effectiveness Toolkit
(ETK) trying to achieve?
Helping organisations to:
• document existing good practice
• highlight areas for improvement
• develop actions plans for these
• share approaches to effectiveness and
provide peer support meetings

5. Main audience for ETK
• Targeted at small organisations, but can
be used by any
• MOT is freely available for all
• Full Assessment free to NIDOS
members
• Incorporates self-assessment process -
but not an audit tool

6. Organisation benefits:
• Clearer communication of your mission:
leading to better fundraising & mobilising of
further support
• Prioritised areas for improvement: where to
start and minimum standards
• Strengthened demonstration, to supporters,
of value for money and use of time
• Improved work delivery - the main aim of
your work

7. Continued...
• Better systems for monitoring, evaluation
and learning
• Evidence of good practice gathered for
reporting to: funders, supporters and the
public
• Improved volunteer and staff morale
• Clarity and cohesion among people in the
organisation through working group
process

8. 2 Stage process of
assessment
Stage 1: MOT
Stage 2: Full Assessment
Both are self assessments by the organisation
(not an audit or external evaluation)
NIDOS members can get help with carrying out a
self-assessment from NIDOS

9. Stage 1: MOT

10. Stage 2: Full Assessment

11. ETK is based around:
a) 10 Principles of good
practice
• Accountable - to the people we support
• Sustainable development – long term
impact, not just environmental
• Learning organisations
• Governance and efficiency
• Partnerships for social justice

12. ...Principles continued
• Gender
• Inclusion
• Do No Harm
• Human rights
• Climate resilient communities

13. ETK is also based
around: b) Operational
Areas
• Leading the Organisation
• Working with Partners
• Managing Projects
• Working with volunteers & staff
• Managing Money
• Communications

14. ETK users
Introduction to
Cathy Ratcliff – EMMS
Sonja Bohlien – Jairah Funds

15. EMMS

16. EMMS provides Health
and Education in Malawi,
India and Nepal

20. Jairah Funds

21. Jairah Funds
Jairah Funds works in:
•Bolivia
•Brazil
•Ecuador
•India
Works with the community on their
priorities

22. Bolivia

23. India

24. The Online Toolkit
www.effectiveness.nidos.org.uk
MOT and Full Assessment fully operational

25. MOT & FA: Case Study
• Roles in groups – e.g. Chair, board
member, staff, volunteer, partner
• Case study sheet
• MOT & Full Assessment activities

26. NIDOS support
 One-to-one support for member
organisations with MOT.
 Guidance/signposting to information to
help organisations act on areas for
improvement.
 Mentoring available to NIDOS members.
 Peer networking.
 Other needed?

27. How did people find it, what needs
clarifying?
Did it meet your expectations on
the
post-its at the start of workshop?

28. Any questions?
Please complete evaluation forms
at the end of this event.
THANK YOU