global field operations support team gfo support team consolidation pilot steering committee meeting...
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Global Field Operations Support Team GFO Support Team
Consolidation Pilot
Steering Committee MeetingJune 2015
Global Field Operations Support TeamGlobal Field Operations Support Team
Outline of Consolidation Pilot
1. Description of a consolidation model
2. Objectives for the Pilot
3. Unpacking the non-negotiables
4. Pilot site selection criteria
5. Timeline for the Pilot
6. Role of Stakeholders
Global Field Operations Support TeamGlobal Field Operations Support Team
Purpose of the Consolidation Model
Contextually appropriate programme by a National office that
utilises multiple funding types and sources in one program
design, one budget, one report and one evaluation, allowing for
greater efficiencies and leading to increased impact on the well
being of children.
Global Field Operations Support TeamGlobal Field Operations Support Team
Description of the Consolidated Model• A fully integrated programme of multiple types and funding sources
• Simultaneous and full application of the following change processes across a number of programmes in a National Office: • LEAP 3• Shared and efficient use of core number of high-caliber management
and technical staff• Common and efficient business processes in DME, finance, sponsorship
management, procurement, etc.
• Each Technical Programme across the Area Programmes has one consolidated:• Design• Budget for which SOs commit funding with exceptions to grant funding• Report with disaggregated data for specific donor/SO contributions
• Contextualised by the National Office
Global Field Operations Support TeamGlobal Field Operations Support Team
Unpacking the Non-Negotiables
• One overall semi-annual and annual report with a breakdown of data for contributing SOs
• National Office CWB report, as per Partnership standards
Contribution to CWB and ability to report based on evidence
• On-going monitoring and reporting of individual RC and follow up• Meeting Partnership-level customer service standards
One-to-One nature of Sponsorship
• Adapting Technical Programme in local communities• Community ownership with engagement of local partners and volunteers
Local ownership and sustainability in communities
• Specific requirements of grant and PNS donors are fully met• Financial and progress report speak to the specific contribution of the SOs/Donors• Partnership standards in finance, audit, and external reporting are fully met
Fiduciary requirements to the
donors are met
Global Field Operations Support TeamGlobal Field Operations Support Team
Consolidation Pilot Objectives
1. Identify the effectiveness measures of contribution to CWB (both at individual RC and at community levels) in comparison to the baseline
2. Determine the efficiency measures of the consolidated model, in terms of cost and time in comparison to the baseline
3. Determine if the pilot can meet the common fiduciary requirements
4. Determine what conditions can the consolidated model be applied in other National offices
Global Field Operations Support TeamGlobal Field Operations Support Team
Consolidation Pilot Selection CriteriaCriteria Reason
Demonstrated DME, Sponsorship and Technical capacity
• Responsibly transition to LEAP 3• Strong monitoring system is required to
disaggregate data and report for contributing SO’s
• Capacity is required to adapt the consolidated model to one’s context
Readiness for LEAP 3 • LEAP 3 enables scale-up of technical programmes
• Allows for immediate start of the pilot in FY16
Number of SOs involved • Engagement of SO’s representing various sizes and geographic regions is important to fully understand the implications for the SO’s
Number of funding streams
• Various funding streams are able to leverage one another and is part of the proposed model
Size of the NO • Certain size of the NO allows for lessons from the pilot to be generalized across the Partnership
Willingness of the NO and RO leadership
• NO ownership and RO support is critical as consolidated model is a major commitment
Global Field Operations Support TeamGlobal Field Operations Support Team
Sri Lanka (Central Province)PCPR ratings
• Overall Rating is Established
• Established in all relevant dimensions
LEAP 3 ready
• TA’s finalized
• Set to start in FY16
SO involvement• Australia• Canada• Germany• HK• Japan• US
Funding
• Sponsorship (100%)
• Budget = $3.7 M
NO/RO is willing to participate
Global Field Operations Support TeamGlobal Field Operations Support Team
AlbaniaPCPR ratings
• Overall Rating is Established
• Established in all relevant dimensions
LEAP 3 ready
• Already being implemented
SO involvement
• US• UK• HK• S. Korea
Funding
• Sponsorship (85%)• PNS (some)• Grants (limited USAID and EU)
• Budget = $7.5 M
NO/RO is willing to participate
Global Field Operations Support TeamGlobal Field Operations Support Team
JWGPCPR ratings
• Overall Rating is Consolidating
• Established in Sponsorship
• Consolidating in Programme Quality, Financial Management and CWB
LEAP 3 ready
• TA’s finalised
• Ongoing and to be fully mainstreamed in FY16
SO involvement
• Australia • Canada• Singapore
Funding
• Sponsorship• Grants• PNS
• Budget = $13 to 14 M
NO/RO is willing but has other internal priorities
Global Field Operations Support TeamGlobal Field Operations Support Team
UgandaPCPR ratings
• Overall Rating is Established
• Established in all relevant dimensions
LEAP 3 ready
• TA’s finalized and to be mainstreamed in FY16
• Ongoing in 3 clusters
SO involvement
• Australia, Canada• Japan, Ireland• Finland, Korea, • Netherlands• HK, UK and US
Funding
• Sponsorship• Grants• PNS
• Budget = $23.6 M
NO/RO is willing to participate
Global Field Operations Support TeamGlobal Field Operations Support Team
SwazilandPCPR ratings
• Overall Rating is Consolidating
• Established in DME, CWB and Sponsorship
• Consolidating in Financial Management
LEAP 3 ready
• TA’s finalised
• TP’s under development and to be mainstreamed in FY16
SO involvement
• Australia • Malaysia• Singapore• Taiwan • Hong Kong• US
Funding
• Sponsorship• Grants• PNS
• Budget = $15.7 M
NO/RO is willing but has other internal priorities
Global Field Operations Support TeamGlobal Field Operations Support Team
HondurasPCPR ratings
• Overall Rating is Established
• Established in all relevant dimensions
LEAP 3 ready
• TA’s finalised
• TP’s developed• LEAP 3 being implemented
SO involvement
• Australia• Canada• Germany• Taiwan• NZ, UK and US
Funding
• Sponsorship• Grants• PNS
• Budget = $19 M
NO/RO is willing to participate
Global Field Operations Support TeamGlobal Field Operations Support Team
NOs Against the Criteria
CriteriaCentral
ProvinceSri Lanka
JWG Albania Uganda Swaziland Honduras
NO Capacity
LEAP 3 Readiness
# and range of SO’s
Funding Streams
Pilot Size
Willingness
Global Field Operations Support TeamGlobal Field Operations Support Team
Timeline for the PilotPre-Pilot (End of June 2015)•TA’s Finalised•Technical and DME expertise in place•Pilot – project plan in place
Pilot Preparation (July to Sept 2015)•Baseline of current level of staffing, support costs and business processes
•Review and revision of key business processes•Finalisation and approval of designs including the engagement of PST
•Finalisation of staffing and structural implications•Putting in place processes and templates to capture learning
Pilot Implementation (Oct 2015 to Sept 2016)•Implementation of pilot•On-going reporting to EGOLT & SO CEO Forum
•Capturing of lessons and recommendations
Pilot Review (Oct 2016)•Final reporting to EGOLT and finalize recommendations•Final reporting to the SO CEOs and agree on the way forward
Global Field Operations Support TeamGlobal Field Operations Support Team
Role of the StakeholdersStakeholder Role
National office • Leadership• Review of structure and business processes• Design of TA and TP• Implementation of the pilot
Regional office • Technical Support
Support offices • Technical support and exercise of decision rights as per Partnership standards.
• Contribute to the lessons learned
GC Pilot Secretariat • Pilot design• Project plan• Support in the review of business process improvement• Capture of lessons learned• Stakeholder coordination• Ensure Partnership support for the pilot• Pilot review
Steering Committee • Contribute to the pilot design, implementation and lessons learned
• Share the learning with others
EGOLT • Provide overall accountability