measuring impact ii fy20 work plan - united states agency
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MI2 FY20 WORK PLAN Page 1 of 28
MEASURING IMPACT II
FY20 WORK PLAN
December 20, 2019
This publication was produced for review by the United States Agency for International Development. It was
prepared by Environmental Incentives, LLC, Foundations of Success, and ICF International.
DISCLAIMER
The authors’ views expressed in this publication do not necessarily reflect the views of the United States
Agency for International Development or the United States Government.
MEASURING IMPACT II
A. CONTRACT INFORMATION
This program is made possible by the generous support of the American people through the United
States Agency for International Development (USAID) under the terms of its requisition number REQ-
EGEE-18-000127 (Measuring Impact II) implemented by prime recipient Environmental Incentives, LLC
(EI) with partners Foundations of Success (FOS), and ICF Macro, Inc. Measuring Impact II has been issued
under contract number 7200AA18M00013 and supports the same program objectives as described in
RFQ number 7200AA18Q00020. Measuring Impact II is funded and managed by the USAID Office of
Forestry and Biodiversity/Bureau for Economic Growth, Education and Environment.
B. PREPARED BY
Measuring Impact II Team: Environmental Incentives, Foundations of Success and ICF Macro, Inc.
C. SUBMITTED BY
Elizabeth Lauck
Environmental Incentives, LLC
D. SUBMITTED TO
Sara Carlson, Contracting Officer’s Representative (COR)
Bureau for Economic Growth, Education, and Environment (E3) / Office of Forestry and Biodiversity (FAB)
United States Agency for International Development
E. FOR MORE INFORMATION
Environmental Incentives, LLC
725 15th Street NW, Floor 10
Washington, D.C. 20005
Tel: 202.525.2450
Email: [email protected]
Web site: www.enviroincentives.com
F. DISCLAIMER
The authors’ views expressed in this publication do not necessarily reflect the views of the United States
Agency for International Development or the United States Government.
MI2 FY20 WORK PLAN Page 3 of 28
TABLE OF CONTENTS
INTRODUCTION & CONTEXT FOR MI2 ......................................................................................................... 5
THEORY OF CHANGE FOR MI2 .......................................................................................................................... 5
PROGRAM FOCAL AREAS & WORKSTREAMS ................................................................................................ 9
DIRECT FIELD SUPPORT ............................................................................................................................................................... 9
CROSS-MISSION LEARNING ...................................................................................................................................................... 12
EVIDENCE USE AND GENERATION ....................................................................................................................................... 17
BUSINESS PROCESSES AND INTEGRATION ....................................................................................................................... 19
CAPACITY DEVELOPMENT & ADULT LEARNING ............................................................................................................ 22
MI2 LEARNING, INNOVATION, AND KNOWLEDGE MANAGEMENT .................................................. 25
MI2 PROJECT-WIDE MANAGEMENT ............................................................................................................... 26
ANNEX A. WORKPLAN MATRIX AND BUDGET ........................................................................................ 28
ACRONYMS AND ABBREVIATIONS
ADS Automated Directives System
BRIDGE Biodiversity Results and Integrated Development Gains Enhanced
CE Conservation Enterprise(s)
CKM Communications and Knowledge Management
CLA Collaborating, Learning and Adapting
CLG Cross-mission Learning Group
COI Conflict of Interest
COP Chief of Party
COR Contracting Officer's Representative
CWC Combating Wildlife Crime
CWT Combating Wildlife Trafficking
DCOP Deputy Chief of Party
DFID UK’s Department for International Development
E3 Bureau for Economic Growth, Education, and the Environment
EAR East Africa Regional
EI Environmental Incentives
EiA Evidence in Action
EO Environment Officer
FAB Forestry and Biodiversity Office
FOS Foundations of Success
FY Fiscal Year
GDA Global Development Alliance
GLAM Global Learning for Adaptive Management
iMEL Integrated Monitoring, Evaluation and Learning
KSA Knowledge, Skills, Abilities
LAC Latin American and Caribbean
LOE Level of Effort
LOP Life of Project
M&E Monitoring and Evaluation
MEL Monitoring, Evaluation and Learning
MI Measuring Impact
MI2 Measuring Impact II
OAA Office of Acquisition and Assistance
OU Operating Unit
PEA Political Economy Analysis
PPL Bureau for Policy, Planning, and Learning
QA/QC Quality Assurance / Quality Control
RDMA Regional Development Mission for Asia
SA Strategic Approach
SAR South America Region
SBU Sensitive-but-Unclassified
SEEK Sharing Environment and Energy Knowledge
SOW Scope of Work
TA Technical Assistance
TDY Temporary Duty
TWP Thinking and Working Politically
USAID United States Agency for International Development
USG United States Government
MI2 FY20 WORK PLAN Page 5 of 28
INTRODUCTION
USAID’s Biodiversity Policy seeks to make the Agency’s investments in conservation and integrated programs more
effective, with a recognition that conservation is an essential component of good development. Conservation and
stewardship of a country’s biodiversity and natural resources underpin its sustainable development, resilience, and
self-reliance. An important component of a country’s self-reliance is both the capacity and the commitment to
sustainably manage its natural resources, including water, land, forests, and wildlife. USAID’s investments in forestry
and biodiversity contribute to the nation’s broader foreign policy and security objectives in countries around the
world.
This document is the work plan for the second year of implementing MI2 (FY20). Highlights of the first year of
implementing MI2 include:
● a tripling of the rate of TA delivery and engagement with five missions new to MI support, inclusive of
Colombia, Caribbean Development Program, Mexico, Paraguay, and Papua New Guinea
● finalization of seven mission buy-ins, representing an important institutional commitment in taking best
practices in biodiversity programming to scale
● mature functioning of two FAB cross-mission learning groups and scoping for two LAC cross-mission
learning groups
● signals that FAB’s leadership in promoting an evidence-based approach to conservation is recognized in
the wider conservation community (via the International Congress on Conservation Biology (July 2019)
and within USAID (via uptake of Evidence in Action and associated materials in the work of other offices
and sectors) and
● significant progress in developing collaborative working relationships around adaptive management-
friendly procurement and with evidence leaders in USAID.
The first year of implementing MI2 offered many lessons as well. The implementing team and FAB adjusted to a new
contractual mechanism, an accelerated rate of TA delivery which left little time for learning and innovation, and new
needs of missions around integrated funding and responding to new Agency-level policy priorities. These lessons
were documented during the MI2 annual pause and reflect (September 2019) and action items from that exercise
are incorporated into this work plan. Specifically, we have (1) allocated time and resources to cross-team learning;
(2) focused additional attention and resources on advancing the application of Evidence in Action, on taking an
intentional approach to capacity development, and on making the most effective use of adult learning approaches as
we build capacity and engage USAID staff; (3) right-sized the number, frequency, and purpose of cross-team meetings
to better reflect the technical and management needs of the client and implementing teams; (4) identified more
explicit ways to support integration with other sectors; and (5) established processes, timelines, and tools to support
buy-in planning and management.
THEORY OF CHANGE FOR MI2
Building on the solid foundation of progress under MI, MI2 seeks to help USAID design and implement better
biodiversity and integrated programs that conserve global biodiversity and contribute to human well-being. The MI2
context analysis confirmed that three strategic approaches are needed to address the development challenge at hand:
● Improve adaptive management within the Agency's business processes and policies while strengthening
the enabling conditions for USAID staff and implementing partners to improve decision-making
● Build the capacity and motivation of key stakeholders to adopt best practices in biodiversity programming
by providing the right knowledge, tools & guidance to technical, program and sector partners
● Enhance the effectiveness of biodiversity programming by promoting the use of evidence and a culture of
learning that informs decision-making while feeding back to growing and strengthening the evidence base
The MI2 theory of change is depicted in a high-level summary results chain in Figure 1 and in a more detailed results
chain that will support program monitoring, evaluation, and learning needs in Figure 2.
Figure 1: High-level MI2 Life of Activity Results Chain
FAB and MI2 have identified four key enabling conditions that support adaptive management practice in biodiversity
programs: capacity and time; knowledge, tools, and guidance; business practices and policies; and culture. We seek
opportunities to strengthen these enabling conditions throughout implementation of the MI2 theory of change.
With FAB, MI2 assesses the needs, capacity, and path to use of new practices for the missions we support. Technical
assistance (TA) is provided and tailored to meet a mission’s needs. MI2 assistance generally focuses around
project/activity design; activity start-up; and pause and reflect.
Early adopters, including missions that buy-in to MI2, will be engaged, consulted, and supported in testing and refining
new practices at all phases of the Program Cycle. As early adopters demonstrate progress and inform MI2’s learning,
best practices will be socialized and shared with more USAID and implementing partner staff. Success stories and
lessons will be developed and disseminated, champions will be supported and cultivated, and technical materials will
be repackaged and promoted in compelling formats to support a variety of adult learning styles.
MI2 will help FAB set the stage for broader adoption of new practices by reinforcing new norms, synthesizing and
sharing new evidence and knowledge, and making effective use of learning loops at multiple scales within and beyond
the Agency. In turn, a stronger evidence base and increased capacity will continue to strengthen the program’s focal
enabling conditions.
As best practices are broadly adopted, USAID will see better designed, better implemented, better cross-sectoral
integrated programs in which learning outcomes and evidence inform decision-making. Ultimately, USAID staff &
implementing partners are expected to broadly adopt best practices, leading to increased impacts of biodiversity
conservation programming and the generation of co-benefits.
MI2 FY20 WORK PLAN Page 7 of 28
Figure 2: Detailed MI2 Life of Activity Results Chain
MI2 FY20 WORK PLAN Page 9 of 28
PROGRAM FOCAL AREAS & WORKSTREAMS
I. DIRECT FIELD SUPPORT
The primary objective of the Direct Field Support Program is to develop USAID staff capacity and motivation in
service of USAID’s commitment to more effective biodiversity and integrated programming through the use of
adaptive management and CLA practices. In combination with other program areas, MI2’s field support program
contributes to four key results in the MI2 theory of change: (1) shared understanding exists of context-appropriate
actions and objectives for operationalizing best practices, (2) early adopters embrace and apply better practices, (3)
best practices increasingly socialized and reinforced across USAID, and (4) USAID staff and implementing partners
broadly adopt best practices. Five workstreams will be supported to achieve these objectives, including providing
direct field support to missions in Africa (1.1), Asia (1.2) and the Latin America and Caribbean regions (1.3), and the
and activity teams managed through the E3/FAB Office (1.4). In addition to the direct field support provided across
these three regions, this program area is responsible for establishing and managing relationships with each OU
engaged with MI2, regional forecasting and priority setting, maintaining field support tools, and mission buy-in scoping,
co-creation and implementation (1.5).
The bullets below summarize illustrative field support opportunities across each region for FY20. Through a quarterly
process to forecast and prioritize regional needs, FAB will provide technical direction to MI2 regarding which
missions to engage and how to engage them. These decisions will also be based on monitoring data and available
time and materials.
WORKSTREAM 1.1 AFRICA REGION
Action 1.1.1: Provide direct field support to the Africa region.
In the Africa region, missions that received support from MI during design are poised to continue uptake of best
practice through the start-up of new activities. There are also opportunities for design support in many missions,
including regional programming. Opportunities to support activities during implementation are limited to Senegal
and Madagascar. Finally, the Madagascar buy-in provides an opportunity for scaling up application of best practices in
the region, particularly for evidence and learning.
The list of illustrative outputs below describes the landscape of potential opportunities for FY20 field support. This
list is based on MI2 and FAB’s current understanding as of the date listed on this work plan. The list below indicates
the most likely funding source for field support as either: ‘anticipated to be funded through a mission buy-in (BI)’,
‘anticipated to be funded through FAB core funds’ or ‘pending availability of funds.’ These assumptions are reflected
in the budget submitted to FAB on December 20, 2019. It is expected that the actual scope of MI2 field support will
shift multiple times over the course of FY20. The reasons for these anticipated shifts include, but are not limited to:
anticipated field support being postponed due to changes in mission conditions (thereby freeing up financial resources
to support other missions), unanticipated mission needs being prioritized by FAB (for example needs not included
in this list may emerge over the course of the year), and continuously evolving understanding of potential mission
buy-ins. The target budget for field support in Africa in FY20 from core FAB funds is roughly $140,000. The actual
distribution of MI2 support to missions will be scaled to allocated budget for support to the region and further
defined through regional forecasting.
FY20 Illustrative Outputs:
● BI - CARPE: support to regional strategy design. FY20 support is anticipated to be funded
through a mission buy-in.
● 1.1.1.A - East Africa: support to biodiversity program design in advance of project design. FY20
support is anticipated to be funded through a mission buy-in or with FAB core funds.
● BI - Madagascar: support to learning questions and a CLA or BD-related capacity assessment
for the CCP project, finalizing and reporting on the household survey, annual pause and reflect
for the Mikajy and Hay Tao activities, and design process for new activities under the current
PAD. All FY20 support is anticipated to be funded through the Madagascar MI2 buy-in.
● 1.1.1.B - Malawi: support to start-up of the REFRESH activity. FY20 support is anticipated to
be funded with FAB core funds.
● 1.1.1.C - Mozambique: support to the design and co-creation of new activities and projects.
FY20 support is anticipated to be funded through a mission buy-in (16.1.1) and with FAB core
funds.
● 1.1.1.D - Senegal: support to ongoing start-up and pause and reflect for the Fisheries,
Biodiversity and Livelihoods activity. FY20 support is anticipated to be funded with FAB core
funds.
● 1.1.1.E - Tanzania: support to the start-up of a biodiversity activity. FY20 support is anticipated
to be funded with FAB core funds.
● Provisional - Uganda: support to start-up of new biodiversity and wildlife crime activities. FY20
support is pending the availability of FAB core funds.
● Provisional - Ghana: support to activity co-creation process for assistance award. FY20
support is pending the availability of FAB core fund.
WORKSTREAM 1.2 ASIA REGION
Action 1.2.1: Provide direct field support to the Asia region.
In the Asia region, missions remain committed to continued uptake and advancement of best practices through
involvement in MI2. FY20 opportunities appear to be clustered around design, including regional programs, and pause
and reflect, including many programs moving into their final years of implementation. In Papua New Guinea, MI2
support to an ongoing co-design process could include start-up of the new activity.
The list of illustrative outputs below describes the landscape of potential opportunities for FY20 field support. this
list is based on MI2 and FAB’s current understanding as of the date listed on this work plan. The list below indicates
the most likely funding source for field support as either: ‘anticipated to be funded through a mission buy-in’,
‘anticipated to be funded through FAB core funds’ or ‘pending availability of funds.’ These assumptions are reflected
in the budget submitted to FAB on December 20, 2019. It is expected that the actual scope of MI2 field support will
shift multiple times over the course of FY20. The reasons for these anticipated shifts include, but are not limited to:
anticipated field support being postponed due to changes in mission conditions (thereby freeing up financial resources
to support other missions), unanticipated mission needs being prioritized by FAB (for example needs not included
in this list may emerge over the course of the year), and continuously evolving understanding of potential mission
buy-ins. The target budget for field support in Asia in FY20 from core FAB funds is roughly $160,000. possible
products to which MI2 can contribute are listed below as illustrative actions based on capacity building priorities and
opportunities by mission. The actual distribution of MI2 support to missions will be scaled to allocated budget for
support to the region and further defined through regional forecasting.
FY20 Illustrative Outputs:
● BI – Nepal: Support to the design of new programs. All FY20 support is anticipated to be funded
through the Nepal MI2 buy-in.
● Provisional - 1.2.1.A - Philippines: Support to pause and reflect on the Protect Wildlife and Fish
Right activities. FY20 support is pending the availability of FAB core funds.
● 1.2.1.B - Vietnam: Support to pause and reflect processes for the Green Annamites and Saving
Species activities, project and activity design. FY20 support is anticipated to be funded through a
mission buy-in or with FAB core funds.
● 1.2.1.C - Papua New Guinea: Support to the start-up of a new activity. FY20 support is anticipated
to be funded with FAB core funds.
● BI - Indonesia: Support to the design and/or start-up of new programs. FY20 support is anticipated
to be funded through a mission buy-in.
● 1.2.1.D - Regional Development Mission for Asia: Support to program design, pause and reflect for
Wildlife Asia and regional strategy design. FY20 support is anticipated to be funded with FAB core
funds and a mission buy-in.
WORKSTREAM 1.3 LATIN AMERICA AND THE CARIBBEAN (LAC) REGION
Actions 1.3.1: Provide direct field support to the LAC region.
The LAC region is poised for widespread uptake of best practices across the bi-lateral and regional biodiversity
portfolios, as well as ensuring that programming across the region is aligned to the Amazon Vision. The LAC buy-in
(8.1.1) to MI2 provides resources to scale practices, while the SAR and Peru buy-in enables a strategic and
comprehensive approach to the largest biodiversity portfolio in the region. The possible products to which MI2 can
contribute are listed below as illustrative actions based on capacity building priorities and opportunities by mission.
The actual scope of MI2 support to missions will be scaled to allocated budget for support to the region and further
defined in individual mission work plans.
FY20 Illustrative Outputs:
MI2 FY20 WORK PLAN Page 11 of 28
● BI - Colombia: Support to evaluation of Amazon activities, design of new programs and
assessments. All FY20 support is anticipated to be funded through the Colombia MI2 buy-in.
● BI - Caribbean Development Program: Support for the design of new programs. All FY20 support
is anticipated to be funded through the Caribbean Development Program MI2 buy-in.
● BI - Peru: Support for start-up of a new biodiversity activity and Combating Environmental Crimes
activities, pause and reflects for the Alianza Forestal, ProBosques, Forest Oversight and Resource
Strengthening (FOREST), Conflict Fisheries and The Center for Amazonian Scientific Innovation
(CINCIA) activities, MEL and reporting for the Amazonia Verde project, and potential activities to
initiate work to implement the Amazon learning agenda in Peru. All FY20 support is anticipated to
be funded through the Peru MI2 buy-in.
● BI - South America Regional: Design of a new activity, start-up for the Amazon Indigenous Rights
and Resources (AIRR) activity, pause and reflects for SERVIR, Promotion of Best Environmental
and Social Management Practices (BMP), Strengthening the Capacity of Indigenous Organizations
in the Amazon (SCIOA), and AIRR activities, MEL and reporting for the Amazon Regional
Environment Project (AREP) project, reporting and communications for the Amazon vision, and
an agenda for cross-Amazon Region learning. All FY20 support is anticipated to be funded through
the South America Regional MI2 buy-in.
● BI - Mexico: Support for strategy design. All FY20 support is anticipated to be funded through the
Mexico MI2 buy-in.
● BI - Brazil: Support to the start-up of a new activity. FY20 support is anticipated to be funded with
LAC buy-in funds.
● BI - Paraguay: Support to activity co-creation and governance, start-up and pause and reflect. FY20
support is anticipated to be funded with LAC buy-in funds.
● BI - Ecuador: Support to program design. FY20 support is anticipated to be funded with LAC buy-
in funds.
WORKSTREAM 1.4 E3/FAB
Actions 1.4.1: Provide direct support to E3/FAB.
This includes technical assistance to the FAB managed activities. The possible products to which MI2 can contribute
are listed below as illustrative actions based on capacity building priorities and opportunities by program. The actual
scope of MI2 support to FAB-managed programs will be scaled to allocated budget for support to the region and
further defined in individual mission work plans.
FY20 Illustrative Outputs:
● 1.4.1.A - Support to Seafood Alliance for Legality and Traceability pause and reflect. FY20 support
is anticipated to be funded with FAB core funds.
● 1.4.1.B - Support at least one co-design workshop that results from the Health, Ecosystems, and
Agriculture for Resilient, Thriving Societies (HEARTH) Global Development Alliance Annual
Program Statement (APS) in Q3 or Q4 of FY20. Up to six HEARTH co-design workshops may
result from the APS and the other five co-design workshops will likely be covered under a buy-in
to MI2 from USAID’s Bureau for Global Health (TBD).
WORKSTREAM 1.5 DIRECT FIELD SUPPORT BUY-IN SCOPING, MANAGEMENT, COORDINATION AND
FORECASTING
Action 1.5.1: Coordinate and manage field support
This includes centralized support required to provide and coordinate highly-customized assistance to missions in a
dynamic and quickly changing context across 20+ missions and 60+ teams. Centralized support includes conducting
regional coordination meetings, conducting coordination meetings with other workstreams and working groups,
maintaining clear and consistent outreach to missions, and developing decision-support tools. MI2 will hold weekly
meetings with the field support Activity Manager to coordinate across the field support portfolio and ensure that
the individual elements of direct field support are collectively contributing to achievement of MI2 goals and objectives.
This collaboration with the Activity Manager will also include coordination to best meet missions’ needs as new
opportunities and constraints arise, joint problem-solving, and consideration of how to engage with other initiatives
and workstreams of MI2.
Through this work, MI2 will manage staffing and backstopping of field support, including decisions on which staff to
deploy, management of our major subcontractor, Foundations of Success, and broadening the MI2 bench of
regionally-based consultants. MI2 maintains staffing and TDY calendars in support of this task.
Financial and information management is another critical field support service that is required in order to support
adaptive management in a dynamic context where responsiveness and flexibility are key to both success and
compliance. This may include financial analysis and projections for field support.
FY20 Outputs:
● 1.5.1.A - Weekly Activity manager meetings
● 1.5.1.B - Field support management workbook
Action 1.5.2: Forecast and document field support
This includes the processes, tools and external engagement to forecast and document field support, specifically:
developing and tracking annual and quarterly field support forecasts, documenting and maintaining mission
engagement logs, and collaboration with Regional Bureaus. This action supports strategically identifying mission
needs, developing plans to address those needs, and customizing support based on an in-depth knowledge of the
operational context, including the critical information management systems that underpin successful technical
assistance, as well as MI2 reporting and learning.
Field support services will be documented and catalogued for knowledge management, MEL and continuous
innovation in the field. This may include updating and maintaining the field support management workbook, mission
and buy-in work planning tools, and the catalogue of field support products.
FY20 Outputs:
● 1.5.2.A - FY20 Annual Field Support Regional Forecast
Action 1.5.3: Curate and maintain field support tools and resources
MI2 will curate, refine, update, and disseminate field support tools and resources for quality assurance and control
of field support services. This will build on existing, internal tools, which include, for example, google sites,
centralized Google Drive folder system, workshop agendas, breakout group instructions, PPTs, worksheets and
workbooks. Any broader updating of tools and resources, specifically for new concepts and technical approaches is
not included in the scope of this workstream.
FY20 Outputs:
● 1.5.3.A - Catalogue of field support products
Action 1.5.4: Co-create and manage buy-ins
Field support services also include co-creation of approximately two new buy-ins and management of ongoing buy-
ins. Co-create, and management will include regular meetings with buy-in point of contacts to ensure proper
management, coordination, and adaptive management in the field.
FY20 Outputs:
● 1.5.4.A - Two Buy-in Technical and Cost Response packages
2. CROSS-MISSION LEARNING
The MI2 Cross-Mission Learning Program is designed to help USAID and the implementing team achieve Key Results
3 and 4 in the MI2 theory of change. During FY20, our objective is to catalyze individual and organizational learning
to better use information, evidence and knowledge in design and adaptive management. Five workstreams will be
supported to achieve this objective, each of them focused on helping USAID staff improve the effectiveness of their
programs by engaging in learning activities in support of shared theories of change.
WORKSTREAM 2.1: CONSERVATION ENTERPRISES CROSS-MISSION LEARNING GROUP
Action 2.1.1: Conduct and facilitate CE learning group activities
Learning group activities will be based on the existing CE Learning Agenda. Activities will include maintaining the CE
learning group website on the FAB Gateway with periodic content updates, producing up to three newsletters, and
planning and hosting up to three webinars or virtual meetings on topics relevant to the CE Learning Agenda.
MI2 FY20 WORK PLAN Page 13 of 28
FY20 Outputs
● 2.1.1.A - CE learning group website, including periodic content updates
● 2.1.1.B - Prepare up to three CE newsletters for distribution by USAID
● 2.1.1.C - Plan and host up to three webinars on topics relevant to the CE Learning Agenda
Action 2.1.2: Produce and disseminate CE MEL framework
The purpose of the CE MEL framework, developed by MI2 and initially vetted with mission staff in FY19, is to provide
guidance to USAID programs regarding what and how to measure outcomes along a theory of change to help inform
adaptive management and share lessons. During FY20, MI2 will finalize the framework based on input from potential
users and conduct outreach to relevant missions implementing or planning to implement CE approaches as part of
their biodiversity programming.
FY20 Outputs
● 2.1.2.A - Finalized CE MEL framework based on user input
● 2.1.2.B - TA Outreach in three to five missions: provide specialized TA to apply the CE MEL
framework for missions programming a new CE activity or continuing with an existing CE activity
Action 2.1.3: Produce a manuscript for a peer-reviewed journal on the CE TOC based on findings from a review of
USAID programming.
MI2 will draft a manuscript and submit to a peer reviewed journal (e.g., Conservation Science and Practice) that
describes the CE theory of change and findings from the desk review of USAID documentation, the CE 20-year
retrospective, and the 12 mission case examples.
FY20 Outputs
● 2.1.3.A - Manuscript of CE TOC and findings
● 2.1.3.B - Present this paper at the World Bank’s Land and Poverty Conference (TBD)
Provisional Action: Develop Brief on lead firms, Coordinate with other evidence repositories, develop “white paper”
on closing the CE evidence gap
If resources and opportunity allow, MI2 can conduct a brief on the function of “lead firms” in supporting and scaling
community-level enterprises. The brief will be developed through key informant interviews with experts who have
helped establish and operate “lead firms.”
MI2 will coordinate with other relevant evidence repositories (e.g., Evidensia) to provide resources that have been
gathered or generated as part of the CE learning group. MI2 can then help make learning group members and others
aware of these repositories through newsletters and emails.
The systematic review by Roe et al. 2015 concluded that there is not yet a strong evidence base that alternative
livelihoods (many of which are CEs) result in conservation outcomes. MI2 will develop a case example that assesses
the possibilities for USAID implementing partners to help close this evidence gap. MI2 will assess the potential for
evidence to be generated as part of USAID activity implementation in such a way that provides relevant and credible
evidence on conservation outcomes. Through TA outreach under Action 2.1.2 we will develop this case example
about how missions would apply the MEL framework (as a standard way to collect indicator data) to contribute to
the evidence base regarding the effectiveness of the CE approach.
FY20 Provisional Outputs
● Provisional Brief: The Role of Lead Firms in Supporting and Scaling Community-Level
Conservation Enterprises
● Provisional - Coordination with relevant evidence repositories
● Provisional - Case Example on using CE as an example of how projects can contribute more robust
evidence to conservation effectiveness
WORKSTREAM 2.2 COMBATING WILDLIFE TRAFFICKING CROSS-MISSION LEARNING GROUP
Action 2.2.1: Conduct and facilitate CWT learning group activities
Learning group activities will be based on the existing CWT Learning Agenda and have similar learning group activities
to the CE group. MI2 will also co-lead facilitation and provide support to an in-person CWT learning event in
Bangkok, Thailand in November 2019. The information and lessons learned through the learning event will be shared
with the CWT learning group as part of the group’s ongoing support program.
FY20 Outputs
● 2.2.1.A - CWT learning group website, including periodic content updates
● 2.2.1.B - Prepare up to three CWT newsletters for distribution by USAID
● 2.2.1.C - Plan and host up to three webinars on topics relevant to the CWT Learning Agenda
● 2.2.1.D - Facilitate and support CWT learning event in Bangkok, Thailand from November 21-22
in coordination with TRG
Action 2.2.2: Collaborate with GLAM on Scaling Learning to Improve AM in CWT The Global Learning for Adaptive Management (GLAM) initiative, funded by USAID’s PPL/LER and DFID, aims to
identify, operationalize, and promote rigorous evidence-based approaches to adaptive management (AM). FAB and
MI2 submitted a successful Expression of Interest to GLAM in early FY19 to collaborate in exploring how AM is
being practiced within and across USAID CWT projects and portfolios. Throughout FY19 FAB, GLAM, FAB, and
MI2 collaboratively designed the project, Scaling Learning to Improve Adaptive Management in CWT.
The goal of the project is to strengthen and leverage learning across USAID operating units for the purposes of (1)
identifying best practices for AM of CWT projects and portfolios and (2) developing the processes and tools to
improve AM of CWT projects and portfolios at USAID and in the larger CWT community of practice. The objectives
of this joint project include:
1. Understand the needs and opportunities facing managers of CWT projects and portfolios for rigorous AM
2. Learn from USAID’s use of evidence-related tools and processes to glean lessons and examples of what
works, what doesn’t, and why in the AM of CWT projects and portfolios
3. Identify practices and principles for rigorous AM of CWT projects and portfolios
4. Develop recommendations for future resources to support implementing these better practices and
principles for improving AM
5. Identify opportunities to align CWT learning efforts and monitoring frameworks across the CWT
community to improve the AM of portfolios of CWT activities, projects, and programs
Collaborative GLAM-MI2 project activities began in late FY19 and will be completed in FY20.
FY20 Outputs
● 2.2.2.A - MI2 support to compilation of findings from desk review (led by GLAM)
● 2.2.2.B - Summary and synthesis of current AM practice in USAID CWT projects and portfolios
● 2.2.2.C - MI2 support to case studies (~5-6) and a synthesis of lessons learned on effective AM of
USAID CWT projects and portfolios (led by GLAM)
● 2.2.2.D - Final project findings, recommendations, and guidance
WORKSTREAM 2.3 CROSS-MISSION LEARNING COMMUNITY ON MARINE CONSERVATION AND
SUSTAINABLE FISHERIES MANAGEMENT
Action 2.3.1: Conduct and facilitate marine learning group activities and products
MI2 will support FAB to develop a global learning community for marine conservation and sustainable fisheries
management through the production of a finalized scoping sheet that clarifies the outputs for the learning program.
Possible outputs could include a learning agenda that guides the selection, prioritization, and learning modalities for
key topics. MI2 could also work with FAB to advance the learning agenda through a website, newsletters, webinars,
an evidence brief, and an in-person learning event.
FY20 Outputs
● 2.3.1.A - Finalized Scoping Sheet: Update and finalize the draft August 2019 document that defines
the learning group activities and products for the Learning Community on Marine Conservation
and Sustainable Fisheries. Illustrative outputs will be updated and shared with FAB once the scoping
sheet is finalized and based on the available budget.
FY20 Illustrative Outputs
● 2.3.1.B - Draft Learning Agenda: A living document that identifies learning questions/topics,
prioritized according to criteria, with a plan to investigate or answer them. To be drafted in FY20
and then kept as a living document until finalizing in FY21 or FY22.
MI2 FY20 WORK PLAN Page 15 of 28
● 2.3.1.C - Develop new Marine Conservation and Sustainable Fisheries Management learning group
website on the Biodiversity Conservation Gateway, including periodic content updates
● 2.3.1.D - Prepare up to three marine newsletters for distribution by USAID
● 2.3.1.E - Plan and host up to three webinars on topics relevant to the Marine Conservation and
Sustainable Fisheries Management Learning Agenda
● 2.3.1.F - Evidence brief: Research, write, and disseminate a two-page evidence brief that
communicates the findings of an assessment initiated in FY19. The brief will initiate work toward
a toolkit by identifying common threats, approaches, results, indicators, and learning questions that
might be most relevant to members.
● 2.3.1.G - In-person half-day learning event at a relevant regional meeting
Provisional Action : Evidence brief, in-person learning event, and webinars
If resources and opportunity allow, MI2 could provide additional support in alignment with the Marine Conservation
and Sustainable Fisheries Management learning agenda.
FY20 Provisional Outputs
● Provisional - One additional evidence brief on a topic relevant to the learning priorities of the
learning group
● Provisional - One additional in-person learning event, as described above
● Provisional - Three additional webinars, as described above
WORKSTREAM 2.4 LATIN AMERICA AND CARIBBEAN CROSS-MISSION LEARNING
In FY19, LAC and MI2 designed a LAC Environment Learning Program that will provide a positive and open space
for learning, collaborating, and drawing practical, concrete recommendations to fill LAC Missions’ resource,
information, and exchange needs. The goal of this program is to foster a sense of community and advance learning
through USAID’s cross-mission learning community for biodiversity conservation and natural resource management
in the LAC region focused on two learning topics: private sector engagement (PSE) and combating conservation
crime. The objective is that LAC Missions will be better positioned to design, implement, and manage programs for
more impactful biodiversity conservation and its positive impacts on sustainable development.
Action 2.4.1: Develop and implement the LAC Environment Private Sector Engagement (PSE)
At USAID, Learning Program PSE is an Agency-wide priority. PSE occurs through a process of initiating, designing,
implementing, obtaining results, and monitoring the impact. The steps involved in these partnerships are critical and
have different information needs at different phases: Initiate the partnership (How do we build trust, honesty,
transparency?), Design (What will the partnership look like? What do we both want? What might the future hold?),
Implement (Do the actual partnership), Results (What are the results of the partnership?), and Monitor Impact (Why
are the results occurring and what impact is the partnership having on results?). The most important information
and learning needs identified by LAC Missions through our engagement in FY19 are concentrated at the beginning
and end of this spectrum: “Initiating the Partnership” and “Monitoring Impact,” and will be the focus of the LAC
Environment PSE Learning Program.
In FY20, MI2 will support LAC Missions and the LAC Regional Bureau to develop a learning community for PSE
through developing a learning agenda that guides the selection, prioritization, and learning modalities for key topics.
MI2 and LAC will address learning and information needs to improve partnership initiation and monitoring impact
for PSE engagements in LAC in coordination with USAID’s PSE Hub, PSE Policy, PSE Evidence and Learning Plan, and
the Self-Reliance Learning Agenda.
FY20 Outputs (it is anticipated that some of these deliverables will extend to FY21):
● Coordination and Management: Facilitate steering group bimonthly meetings, regular management
meetings (to include both learning groups), and participate in quarterly LAC and LAC/PSE meetings
● Support USAID to better understand how to initiate partnerships:
○ 2.4.1.A - Create framework and develop results chain to understand enabling conditions
for partnerships
○ 2.4.1.B - Review PSE studies (e.g., Private Sector Perspective; Partnership Health; Failure
Analysis); identify gaps and opportunities for LAC Learning Agenda and inform framework
○ 2.4.1.C - Coordinate with LAC on Bureau and Mission PSE Engagement Strategies to
identify areas for support and collaboration
○ 2.4.1.D - Disseminate/share with missions and get their input; incorporate feedback into
framework
● Support USAID to better understand how to monitor PSE impact and partnership health:
○ 2.4.1.E - Coordinate with PSE indicators working group; Share TOC and indicator
development process
○ 2.4.1.F - Review Enduring Results study & PSE Evidence Gap Map; identify gaps and
opportunities for LAC Learning Agenda and inform framework
○ 2.4.1.G - Disseminate/share with missions and get their input; incorporate feedback into
framework
● Address and fill mission information needs:
○ 2.4.1.H - Compile and share resources for the LAC PSE Learning Group based on
crosswalk of existing and planned PSE resources and missions' needs (in coordination with
PSE KM specialist)
○ 2.4.1.I - Review USAID Comparative Analysis and PSE case studies; identify gaps and
opportunities for LAC Learning Agenda and opportunities to highlight LAC Environment
case studies
○ 2.4.1.J - Update MI2 inventory of all LAC PSE biodiversity activities; Disseminate/share
with missions
● Develop PSE LAC Learning Agenda:
○ 2.4.1.K - Develop PSE LAC Learning Agenda through periodic review, input and
feedback from mission staff
○ 2.4.1.L - Organize/Facilitate LAC Learning session at LAC Environment Officers Meeting;
Share Learning Agenda with missions
○ 2.4.1.M - Scope and implement learning activities and products (e.g., webinars, case
studies and/or success stories, learning events)
Action 2.4.2: Develop and implement the LAC Environment Combating Conservation Crime (CCC) Learning
Program
In FY20, MI2 will support LAC Missions and the LAC Regional Bureau to develop a learning community for
combating conservation crime to support USAID decision making on priority strategic approaches for combating
conservation crime and conserving biodiversity. We will support the development of high-level theories of change
and a learning agenda that guides the selection, prioritization, and learning modalities for key topics. MI2 also will
coordinate with existing and/or planned learning initiatives relevant to this topic, including FAB’s Combating
Wildlife Trafficking, Conservation Enterprise, Marine, and Targeting Natural Resources Corruption learning groups
and SAR’s new learning agenda.
FY20 Outputs:
● Coordination and Management: Facilitate steering group bimonthly meetings, and create an
inventory of LAC activities, MEL plans, learning questions, TDY assessment
● Theory of Change Development
○ 2.4.2.A - Draft four high-level theories of change for priority strategic approaches (Reduce
Demand, Develop Traceability Systems, Build Law Enforcement Capacity,
Transparency/Corruption) and identify links to private sector engagement for each
approach
○ 2.4.2.B - Map other learning agenda activities and learning questions (consider mission
CLA and PAD MEL plans, regional plans, and SL learning questions)
○ 2.4.2.C - Develop webinars with Missions to disseminate/share information and get their
input; incorporate feedback
● Develop Combating Conservation Crime LAC Learning Agenda
○ 2.4.2.D - Develop Conservation Crime Learning Agenda through periodic review, input
and feedback from mission staff
○ 2.4.2.E - Organize/Facilitate LAC Learning session at LAC Environment Officers Meeting;
Share Learning Agenda with missions and get their input/feedback
○ 2.4.2.F - Scope and implement learning activities and/or products (e.g., webinars, case
studies and/or success stories, learning events)
WORKSTREAM 2.5 CROSS-MISSION LEARNING COORDINATION AND MANAGEMENT
MI2 FY20 WORK PLAN Page 17 of 28
This includes support required to provide and coordinate assistance to FAB for the CE and CWT learning programs
and relevant products described above. Support includes regular Activity manager check ins, managing staffing,
documenting and cataloguing learning group services for knowledge management, MEL and continuous innovation.
This also includes support to updating the standard operating procedures for cross mission learning that were
developed in the last year of MI.
FY20 Outputs:
● 2.5.1.A - Activity manager meetings
● 2.5.1.B - Updating standard operating procedures for cross mission learning
WORKSTREAM 2.6 WILD MEAT CROSS-MISSION LEARNING GROUP PREPARATION
Action 2.6.1 FY20 activities to support this workstream represent preparation for an FY21 launch of a Wild Meat
Cross-mission Learning Group. MI2 will define the nature and purpose of the group and scope out work to be
conducted in FY20 and FY21. This learning group will be global, and include teams working to reduce the
unsustainable demand, trade, and consumption of wild meat in Africa, Asia and LAC. The goals of the group, as
currently conceived, are to (1) increase environment officers’ and other sectors’ technical officers’ understanding
about bushmeat/ wild meat as an issue with broad, cross-sector importance (including biodiversity, food security,
health, governance, and other sectors) and (2) motivate technical officers in multiple sectors to take action to
reduce the unsustainable demand, trade, and consumption of wild meat.
FY20 Outputs:
● 2.6.1.A – Complete revisions, produce, and disseminate a two-page executive summary of a
bushmeat report developed in 2019 by a different USAID consultant.
● 2.6.1.B - Following the model of and process used to develop the Fisheries Briefing Book, facilitate
a process to identify key USAID sectors’ learning or evidence questions related to wild meat To
support or inspire people to take up or fund work on this issue, identify one or two champions
and/or develop and distribute one or two case studies to promote bushmeat awareness through
mission outreach efforts.
● 2.6.1.C - A draft learning group scoping sheet to define (1) the nature of the learning group,
including purpose and target audience and modalities and expectations for learning group
management in FY21 and beyond
FY20 Provisional Outputs
● Provisional - Design and development of a web platform for the learning group, taking the form of
those available for CE and CWT on the RM Portal
● Provisional - One or two webinars in the format typical of the Cross-mission Learning Program
● Provisional - One or two newsletters in the format typical of the Cross-mission Learning Program
3. EVIDENCE USE AND GENERATION
The Evidence Use and Generation Workstream is designed to help USAID and the implementing team achieve key
results 2, 3 and 4 (as they relate to advancing evidence-based practice) in the MI2 theory of change. The LOP goal is
to improve uptake of evidence-based practice by USAID staff and implementing partners programming biodiversity funds at all program cycle phases. During FY20, work will focus on advancing guidance that is most relevant to MI2
teams, USAID’s environment staff, FAB’s key partners (such as DDI and PPL), and biodiversity implementation teams.
Two workstreams will be supported to achieve this objective, each of them focused on helping USAID staff improve
the effectiveness of their programs by engaging in activities that exemplify or advance good evidence-based practice
in support of shared theories of change.
WORKSTREAM 3.1 EVIDENCE THEORY TO PRACTICE
Action 3.1.1: Advance evidence-based practice through strategic coordination, information dissemination, advancing
the practice of evidence-based conservation, and guides and job aids.
Evidence-based practice cuts across many of MI2’s work streams and the USAID Program Cycle. The purpose of
this workstream is to provide critical thinking, guidance, and support to advance evidence-based practice. The target
audiences are USAID, FAB, FAB’s cadre of biodiversity Advisors, and, at times, our own MI2 TA and facilitation
teams. To achieve this, the evidence workstream will focus on advancing applied theory that can be picked up and
operationalized in practice.
The work carried out under this workstream will be specific, additive, and non-redundant to that undertaken in
other work streams -- that is, the work carried out in this workstream builds technical capacity and resources to
support evidence-based practice, but it does not replace program-specific technical assistance that includes
generation, access, and use of evidence for specific information needs. The activities funded in this workstream are
complementary to those funded by workstreams providing direct technical assistance and service delivery. This is an
important distinction because evidence-based practice is cross-cutting, and therefore, by the end of MI2, evidence-
based practice should be embedded in the whole of MI2 services and FAB’s operational model. This workstream will
focus on unique aspects of applied theory in evidence-based practice not covered by other workstreams.
FY20 Outputs
● 3.1.1.A - Strategic coordination with other workstreams and focal areas to operationalize concepts
in EiA along one or more pathways
○ Specific communications with the workstream AM about how relevant outputs from the needs
assessment (5.3) inform the actions of this workstream
○ A recommended set of activities addressing use, access, or generation of evidence for other
workstreams, delivered to the Evidence and Learning Working Group and/or in a FAB-MI2
meeting
○ A list of recommended engagement opportunities, nominated up to the Evidence and Learning
Working Group and the Regional Field Support Leads
● 3.1.1.B - Identify, develop, pilot, and distribute guidance and job aids (items that can easily be
shared, referenced, and used) to operationalize concepts in EiA along one or more pathways
○ Q1, undertake a final prioritization exercise to determine (1) what job aids are most critical
to produce first (in FY20) and (2) what additional support should be provided, liked to these
summary materials, to ensure successful uptake and proper use of the guidance they provide.
○ Q2, begin implementation to develop documents and linked support that includes, for
example:
■ Short guidance documents and/or job aids (or similar materials) that build a common
understanding of what evidence-based programming looks like at USAID,
acknowledging systemic barriers and obstacles to achieving best practice in typical
scenarios. This would help missions allocate appropriate time and resources to enable
evidence-based practice in program operations.
■ Short guidance documents and/or job aids (or similar materials) that identify and
communicate best practice in different phases of the program cycle for evidence-
based programming. Products could include streamlined checklists or job aids
enabling evidence-based practice during different phases of the program cycle. As
appropriate, materials will be workshopped with MI2 facilitators and piloted in MI2
TDYs.
■ Short guidance documents and/or job aids (or similar materials) that exemplify new
and modified approaches to typical TDYs to improve generation, access, and/or use
of evidence in biodiversity programs. This co-design process would include coaching
for facilitators and validation of piloted approaches
○ If indicated and possible, and in close coordination with FAB, MI2 will engage and seek input
from DDI and PPL during scoping, development, and/or piloting of the above materials
● 3.1.1.C - Information dissemination: dissemination of MI2’s paper on bridging the research-
implementation gap via one or more channels, for example:
○ A blog post published on Learning Lab or other relevant entity
○ A presentation and facilitated discussion at a FAB-MI2 meeting
○ A webinar to one or more cross-mission learning groups
● 3.1.1.D - Advance the practice of evidence-based conservation across USAID with a symposium
and facilitated stakeholder round table convened at the Environmental Evidence Summit to engage
MI2 FY20 WORK PLAN Page 19 of 28
potential contributors to the evidence base (donors and project implementers) and researchers
engaged in evidence synthesis in a dialogue about increasing efficiency in knowledge generation
about conservation effectiveness.
FY20 Provisional Outputs
● Provisional - Provide occasional (low-LOE) support to FAB, as needed, in their strategic
coordination with DDI and PPL to better understand programming implications of the Open Data
Policy, the Foundations for Evidence-Based Policymaking Act, and other topics relevant to
evidence-based practice and how to apply that in our work, and information sharing across FAB
and MI2. This could include, for example:
○ Recommendations for improved engagement with MECAP (Program Cycle) fellows and/or
other operating units in the Agency working on evidence (e.g., PPL, DDI)
○ Participation in the upcoming PO Conference session, entitled “Making evidence work for
you” and identification of opportunities to reinforce and leverage support for evidence-based
practice in the biodiversity sector and more broadly
● Provisional - Develop, pilot, and distribute guidance and job aids
○ Materials to advance the use of MEL in evidence-based decision making on one or more of the
following topics:
■ Strong inference from MEL data and critical appraisal of evidence used to inform
future biodiversity and integrated programs.
■ Use of MEL frameworks across activities and projects within a portfolio to generate
stronger evidence on conservation effectiveness (e.g., this could include application
of MEL frameworks by inviting activity or mission teams into long-term
collaborations).
● Provisional - Advance the practice of evidence-based conservation across USAID with:
○ A paper emerging from the stakeholder roundtable at the Environmental Evidence Summit
that advances approaches to increase efficiency in knowledge generation about conservation
effectiveness and one or more derivative products supporting implementation of those
approaches in MI2 service delivery.
○ A white paper that advances the use of common MEL frameworks across biodiversity-funded
programs to answer questions about conservation effectiveness. The paper may draw on
MI2’s experience developing and applying the CE MEL framework (e.g., Output 2.1.4.C) as
well as on the Environmental Evidence Summit discussions.
○ Discuss and scope how to better support USAID’s enabling conditions for evidence-based
practice in conservation, for example:
■ Explore modalities that could help guide the focus of USAID’s overall biodiversity
program and engage with the broader conservation evidence community (e.g.
scientific advisory councils or similar). .
■ Spearhead a cross-mission learning group dedicated to conservation effectiveness,
whose learning agenda includes big questions like, “Is USAID tackling the world’s
most important threats to biodiversity” and, “How can we improve our evidence-
based design and selection of strategic approaches?” This action would be
thoroughly considered and scoped through a consultative process led by the
Learning and Evidence Working Group.
4. BUSINESS PROCESSES AND INTEGRATION
Improving adaptive management in USAID’s business processes contributes to two key results in the MI2 theory of
change: (1) enabling conditions in place for USAID staff and implementing partners to improve decision making and
(2) policies and business processes set expectations for and incentivize adaptive management. Business processes
are neither created nor implemented in a vacuum, but are instead clearly situated in agency, mission, and office
contexts and relationships. Through implementation of interventions at and across these scales, especially in
collaboration with other operating units, we envision USAID leadership in Tier1 and Tier 2 missions will value
adaptive management processes and consistently allocate sufficient time and resources for them; program officers
will advocate for adaptive management enabling monitoring, evaluation, and learning (MEL) plans and capitalize on
learning opportunities; contract offices will work in collaboration with technical teams to select, design, and manage
adaptive mechanisms; and the Agency’s culture will celebrate learning from failures.
MI2 will support integration and collaboration with BRIDGE in order to identify, document, and disseminate best
practices that can be incorporated into MI2 activities, particularly field support, that include integration with other
sectors. This is expected to contribute to results that include increased sector partner awareness and use of best
practices, integration and engagement with other sectors where appropriate, and increasing the use and generation
of evidence on the benefits and tradeoffs of biodiversity integration. In FY20, MI2 will coordinate with and provide
support to ongoing technical discussions and products defined by BRIDGE and USAID that seek to leverage the final
year of BRIDGE implementation to document emerging lessons learned on thinking and working politically and
integrated monitoring, evaluation and learning,
In FY20, the Business Processes Working Group (BiPWoG) will leverage other workstreams to propose solutions
for business processes at all scales that are a barrier to adopting adaptive management practices. The working group
will build on FY19 consultations, on the results of the Stakeholder Needs Assessment (5.1), and on discussions during
the MI2 FY20 Strategic Planning Retreat to prioritize top problems for three scales of interventions—mission-level,
cross-mission learning level, and agency-wide—and develop up to three workstream proposals to address those
challenges. In particular, the workstreams will include developing collaborations with key cross-agency partners:
USAID’s Bureau of Policy Planning and Learning (PPL), and USAID’s Office of Acquisitions and Assistance (OAA).
The BiPWoG will include Lexine Hansen and Megan Hill as co-captains, Shelly Hicks and Judy Boshoven as members,
and will consult a broad group of stakeholders, including Tony Pryor & Monica Matts of USAID/PPL, Christy Johnson
of USAID/LAC, and MI2 team members Elma King, Kathleen Flower, Kelsey Schueler, Ashleigh Baker, Nick Salafsky,
and Vinaya Swaminathan.
WORKSTREAM 4.1 EVALUATIONS OF FAB ACTIVITIES
Action 4.1.1: Complete and disseminate the FAB Goal 2 Assessment from FY19
This workstream will complete the FAB Goal 2 evaluation. As of this work plan submission, MI2 and FAB are
completing edits to the Executive Summary and the other deliverables are in review.
FY20 Outputs (Goal 2 Evaluation):
● 4.1.1.A - Public-facing Executive Summary
● 4.1.1.B - SBU Internal Results and Recommendations Slide Deck
● 4.1.1.C - Data tables, instruments and User Guide for replicating the assessment
Action 4.1.2: Develop SOW for assessment of FAB-funded conservation volunteer activity
With FAB Activity Managers (O. Zerbock and A. Tobiason) develop SOW for assessment of FAB-funded
conservation volunteer activity that is implemented through the International Conservation Caucus Foundation
(ICCF). Upon approval of the SOW, recruit an assessment specialist and conduct the assessment. Prepare initial
findings for presentation to FAB in a slide deck and briefing. Prepare initial written draft assessment report for FAB
review. Incorporate comments and prepare final assessment.
FY20 Outputs (Conservation Volunteer Assessment):
● 4.1.2.A - Scope of work
● 4.1.2.B - Slide deck and briefing for FAB on preliminary findings
● 4.1.2.C - Draft report
● 4.1.2.D - Final report, including final briefing for FAB and externally facing Executive Summary
● 4.1.2.E - Data tables, instruments and User Guide for replicating the assessment.
Provisional Action: Plan and conduct additional midterm or final evaluation of FAB activity
Pending funding availability, MI2 will also plan and conduct an additional midterm or final evaluation of a FAB
activity in FY20.
Provisional FY20 Outputs (Additional Evaluation):
● Provisional - Scope of work
● Provisional - Slide deck and briefing for FAB on preliminary findings
● Provisional - Draft report
● Provisional - Final report, including final briefing for FAB and externally facing Executive Summary
● Provisional - Data tables, instruments and User Guide for replicating the assessment
MI2 FY20 WORK PLAN Page 21 of 28
WORKSTREAM 4.2 TWP/PEA
Action 4.2.1: Incorporate the principles of thinking and working politically.
This workstream will support improved biodiversity programming through better incorporation of the principles of
thinking and working politically in design and implementation of biodiversity programs. MI2 will collaborate with
BRIDGE, convene meetings, and provide technical inputs to deliverables in the BRIDGE work plan which may include
a supplemental guide to improve facilitation of TWP/PEA during design and implementation processes and direct
field support through joint BRIDGE-MI2 TDYs.
This workstream includes technical inputs to deliverables in the BRIDGE FY20 Work Plan; therefore, there are no
deliverable outputs for this workstream in the MI2 FY20 Work Plan.
WORKSTREAM 4.3 IMEL
Action 4.3.1: Provide support to track and assess other-sector benefits as part of biodiversity MEL plans
The purpose of this workstream is to support USAID biodiversity staff in tracking and assessing other-sector benefits
as part of biodiversity program MEL plans and throughout the Program Cycle, through a joint engagement between
BRIDGE and MI2. Key entry points were identified by BRIDGE during prior work on this activity. A secondary
purpose of this workstream is to demonstrate the value of measuring other-sector benefits to biodiversity staff,
program officers, and leadership who may be reluctant to include additional elements in MEL plans. MI2 will support
BRIDGE in assessing this topic for fisheries programs and will provide more in-depth support on this topic for
sustainable landscapes and biodiversity programs.
The activity will concentrate on MEL for individual activities but will discuss how this may contribute to broader
institutional learning around the benefits of biodiversity programming. This activity will consist of three tasks,
designed to (1) gather information for the case examples; (2) identify and illustrate opportunities to enhance current
MEL systems; and (3) use the results of this process to generate specific recommendations for USAID staff.
More specifically, these tasks will include: reviewing the fisheries activity-based results chains and material as needed;
reviewing final product drafts as made available by BRIDGE; choosing the example to be used for the sustainable
landscapes component, identify key projects, and conduct desk review; conducting targeted project interviews to
confirm desk review and identify barriers and enabling conditions; identify key entry points in process and plans;
developing results chains to illustrate the examples and develop a list of specific sustainable landscapes
recommendations (example indicators, learning and evaluation questions, etc.); and sharing the sustainable landscapes
results with the BRIDGE POCs to produce an overall list of useful entry points and barriers in both MEL plans and
process for the main document; and document the specific recommendations for sustainable landscapes integration
in a separate annex.
FY20 Outputs:
● 4.3.1.A - Draft Biodiversity and Sustainable Landscape Annex to the iMEL Document
PROVISIONAL WORKSTREAM 4.4 BRIDGE COORDINATION
Action 4.4.1:
This workstream would support BRIDGE sustainability planning during their final year of implementation and build
USAID and MI2 capacity to share and apply the evidence base developed by BRIDGE. In addition, the integration
working group will be convened under this workstream to share knowledge, workshop technical topics and promote
overall coordination. This workstream is being marked provisional with the understanding that FAB can assume
BRIDGE coordination without support from MI2.
PROVISIONAL WORKSTREAM 4.5 ENRM FRAMEWORK
Illustrative FY20 Outputs:
● Provisional - Workstream proposal to support dissemination and implementation of the
Environmental Natural Resource Management Framework
WORKSTREAM 4.6 OAA/PPL ENGAGEMENT
Action 4.6.1: Pursue and Scope Engagements with OAA and PPL
This workstream builds on successful engagement with OAA in FY19 as well as reengagement with PPL during the
FY20 planning process. With FAB champion(s), MI2 will continue conversations with OAA and PPL with the goal of
co-developing a scope of collaboration with each key stakeholder on shared objectives. The Scope of Collaboration
will likely become a workstream proposal for either FY20 or FY21. Additionally, the BiPWoG may also develop up
to two additional workstream proposals for other activities to address key business process gaps or opportunities
in MI2’s Theory of Change.
FY20 Outputs:
● 4.6.1.A - Scope of Collaboration for OAA-FAB Activity
● 4.6.1.B - Scope of Collaboration for PPL-FAB Activity
● 4.6.1.C - Support Business Process Working Group to Develop Workstream Proposals
● Provisional - J2SR Internal Talking Points
● Provisional - J2SR Internal Slide Deck
PROVISIONAL WORKSTREAM 4.7 SUPPORT OAA NEW PARTNERSHIP INITIATIVE
This workstream will explore opportunities to support OAA’s New Partnership Initiative in the biodiversity sector.
FY20 Outputs:
● Provisional - Convene Mission-Based NPI Partnership
5. CAPACITY DEVELOPMENT & ADULT LEARNING
The MI2 Capacity Development and Adult Learning Program is designed to help USAID and the implementing team
achieve Key Results 1 and 2 in the MI2 theory of change. During FY20, our objective is to build the capacity of
environment technical officers to champion, apply and/or facilitate adaptive management best practices for improved
decision making. Three workstreams will be supported to achieve this objective, including (5.1) completing the needs
assessment and stakeholder engagement strategy, (5.2) supporting training and coaching through the Biodiversity
and Development Training Program, the Advisors Cohort and (5.3) updating our technical and facilitation tools and
guidance to better incorporate adult learning and promote evidence and learning practices. Each workstream is
focused on filling capacity gaps and strengthening the enabling conditions for adaptive management.
WORKSTREAM 5.1 NEEDS ASSESSMENT AND STAKEHOLDER ENGAGEMENT STRATEGY
An annual strategy for engaging stakeholders is a contractual requirement for MI2 and will inform MI2’s strategic
planning and MI2 engagement with SEEK and other CKM-focused initiatives. The strategy will build on findings from
the Stakeholder Needs Assessment begun in FY19 to be completed in Q1 FY20.
Action 5.1.1: Complete and disseminate Stakeholder Needs Assessment findings.
During Q1 FY20, MI2 will complete key informant interviews, expand informants to include contracting officers and
program officers, complete data analysis, and deliver a briefing on the results of an assessment of needs, incentives
and barriers around key behaviors that support adaptive management in USAID biodiversity programs. Then MI2
will facilitate a discussion with FAB and other key stakeholders, describing the barriers, incentives and actors across
the agency who influence how technical officers adaptively manage biodiversity conservation and integrated
programming. If deemed useful by FAB, the stakeholder needs assessment may be repeated in future years to elicit
new needs and demonstrate progress on targeted behaviors.
FY20 Outputs:
● 5.1.1.A - Stakeholder Needs Assessment Results five-page summary memo and findings slide deck
● 5.1.1.B - Final dataset with clearly documented data collection and analysis tools
● 5.1.1.C - Stakeholder Needs Assessment Findings Discussion with FAB
Action 5.1.2: Complete and implement strategies defined in the Stakeholder Engagement Strategy.
Using the results of the Stakeholder Needs Assessment, MI2 will outline a Stakeholder Engagement Strategy which
prioritizes key stakeholders, addresses manageable barriers and incentives, and increases the use of adaptive
management in practice. The strategy will include a prioritized set of key audiences, how we want them to be
involved in MI2, and the strategies and tactics to engage them to improve adaptive management across the agency.
The annual strategy will be a working document, and updated as needed to address shifting audiences, needs and
priorities.
FY20 Outputs:
MI2 FY20 WORK PLAN Page 23 of 28
● 5.1.2.A - Stakeholder Engagement Strategy - a 10-15-page living google document with links as
possible to resources and learning from SEEK and other FAB CKM processes.
WORKSTREAM 5.2 TRAINING AND COACHING
Provisional Action: Contribute to updating Biodiversity and Development 101 and 201 courses. Under E3/FAB’s training mechanism ECO, the Biodiversity and Development 101 and 201 courses were developed
and delivered with technical inputs and support from MI. In FY20, E3/FAB’s SEEK mechanism will work to revise
course agendas, develop new module content, and enhance training processes to respond to participant feedback.
Key objectives include improving alignment with administration priorities, bringing together content (integration,
Open Standards for the Practice of Conservation, evidence, gender) and adding new content on business processes.
MI2 will contribute to updating context and modules included in the Biodiversity and Development 101 and 201
courses.
FY20 Outputs:
● Provisional - Participation in meetings and limited product review to provide technical inputs to
training led by FAB Training Committee
Action 5.2.2: Support planning and delivery of the 2019-2020 Biodiversity Advisors Cohort.
Under E3/FAB’s training mechanism ECO, the Biodiversity Advisors Cohort was launched with support from MI. In
FY20, E3/FAB’s SEEK mechanism will continue support to the Biodiversity Advisors Cohort. MI2 support to the
Advisors Cohort will include coaching and managing implementation. MI2 will also provide support as Subject Matter
Experts on technical competencies. Additional support will be provided to coordinate training and in-person TDYs
with implementation of the Advisors Cohort capacity development program. As needed, additional support through
resource development will be provided via the workstream focal areas on evidence and learning and on business
processes and integration.
FY20 Outputs:
● 5.2.2.A - Coaching and subject matter expertise support to Advisors Cohort. 73 days of Tess
Present’s time has been allocated to this action starting in Q2.
Provisional CRM & Gender into OS Illustrative FY20 Outputs:
● Provisional - Two-page climate risk and HTG 1 supplemental guide
● Provisional - Two-page gender and HTG 1 supplemental guide
● Provisional - Two-page human wellbeing benefits guide
● Provisional - Two-page Journey to Self-Reliance and Metrics guide
Provisional Action Repackage existing content for Continuous Learning Points (CLPs) for USAID staff.
In collaboration with E3/FAB’s SEEK mechanism, MI2 will explore opportunities to add one or more biodiversity
programming modules to the USAID Continuous Learning Points program. New CLP curriculum will be proposed
based on existing content contained in biodiversity programming tools and guidance, then repackaged and made
available to all USAID staff as CLP options. SEEK will be responsible for coordinating with USAID University and
managing CLP module development, production, review and approvals with FAB and appropriate offices in USAID.
MI2 will be responsible for technical review and content revisions on selected topics and modules.
FY20 Outputs:
● Provisional - Contribute to a minimum one new CLP module production using existing content.
WORKSTREAM 5.3 TOOLS AND GUIDANCE
Action 5.3.1: Incorporate adult learning practices into MI2 field support and cross-mission learning programs.
Adult Learning principles include being explicit about linkages to real work; linking workshop methods with objectives
and content; focusing on participatory design; considering workshop spacing and how you use time; and constructing
materials to enhance performance. At the MI2 Retreat in September 2019 we discussed these principles of adult
learning, shared examples from the first year of MI2, and discussed ways to apply these principles during FY20 TDYs
and learning activities (from virtual workshops to in-person workshops to follow up activities).
Our goal is for MI2 and USAID staff to become more comfortable applying adult learning principles during all phases
of TDYs and cross-mission learning program activities. To accomplish this, we have developed an Adult Learning
workstream team that will workshop upcoming TDYs and learning activities to discuss ways to apply these principles
effectively and gather input from experienced adult learning staff from EI and TRG. This team will update MI2 tools
and resources to include adult learning principles as needed.
FY20 Outputs:
● 5.3.1.A - Support up to three TDYs to apply adult learning techniques
● 5.3.1.B - Support cross-mission learning program activities to apply adult learning techniques
● 5.3.1.C - Monthly work stream discussions and report outs on adult learning facilitation
● 5.3.1.D - Provide input to update MI2 tools and resources (as needed)
Action 5.3.2: Harmonize field support facilitation tools and resources to reflect Agency priorities and FAB training. Under MI, a suite of field support tools and resources were developed in close collaboration with FAB and formed
the basis for the Biodiversity How-to-Guides, the Biodiversity and Development 101 and 201 courses, and the TDY
Treasure Chest. This set of resources does not currently capture recent Agency policy changes (e.g. Journey to Self-
Reliance, Private Sector Engagement, etc.) nor reflect advancements in evidence and learning practices. In FY20, MI2
will work closely with relevant working groups and work streams to update and refresh our field support tools to
ensure they continue to be relevant and reflect programming concepts and priorities defined by broader Agency
policy, PPL and the Program Cycle, and the Biodiversity and Development 101 and 201 courses and best practices
in adult learning.
FY20 Outputs:
5.3.2.A - Updated core field support tools and resources including PowerPoints (topics could include:
developing situation models and selecting strategic approaches, developing a theory-of change, and
monitoring, evaluation and learning); template workshop agendas for common TA support typologies (for
instance, design, activity start-up, pause and reflect); and facilitation tools and resources such as breakout
group instructions, workbooks and exercises
Action 5.3.3: Pilot the Biodiversity Programming Maturity Matrix Self-assessment and Action Planning Tool to
advance OU capacity to plan and implement best practices. The Biodiversity Programming Maturity Matrix was developed in 2018 to communicate standards for implementing
high-impact biodiversity and integrated development programs at USAID. The Maturity Matrix provides a framework
for operating units to identify and consistently implement good practice throughout the Program Cycle and in
accordance with USAID’s Biodiversity Policy and Biodiversity Code.
During the FY19 MI2 Theory of Change and Pause and Reflect workshops FAB, LAC and MI2 staff identified the
need to strengthen and systematize our mission scoping process to better understand the presence of enabling
conditions that will support or prohibit a project or activity team in applying best practices. In FY20, through cost-
sharing with the Madagascar Buy-in, MI2 will develop a self-assessment and action planning tool, supplementary to
the Maturity Matrix, to enable FAB and teams programming biodiversity funds to:
1. Reflect on the team’s current adaptive management practices and identify areas of strength, priorities for
capacity development, and opportunities;
2. Develop a long-term vision for evidence-based adaptive management and the institutional and organizational
capacity needed to implement it;
3. Generate customized and tailored plans for each OU and/or team implementing biodiversity and integrated
programs reflective of their unique conditions; and
4. Mobilize capacity and resources internal and external to the OU to operationalize adaptive management.
FY20 Outputs:
● 5.3.3.A - Convene and facilitate meetings with FAB and PPL/LER to socialize and further shape a
shared vision for how to apply the Biodiversity Programming Maturity Matrix in our work with
missions (pre and post pilot phase)
● 5.3.3.B - Develop beta version of the self-assessment and action planning tool and the team
engagement and facilitation approach
● 5.3.3.C - Pilot beta version of the self-assessment and action planning tool in Madagascar and
possibly one additional mission in FY20, and harvest learning to inform future applications
Action 5.3.4: Complete online Biodiversity How-to-Guide 3.
Biodiversity How-to-Guide 3 (HTG3) focuses on the use of monitoring, evaluation, and learning approaches in
biodiversity programs. It was originally developed as a guidance document under MI. Each of the other Biodiversity
MI2 FY20 WORK PLAN Page 25 of 28
How-To Guides (on developing situation models and on using results chains) has an accompanying online training
module that supports self-paced independent learning. The intent of the online modules is to provide USAID staff
with a reference that reinforces learning acquired during hands-on TA or in training workshops; to orient staff quickly
in the event that they cannot access in-person training support; and to diversify the modalities of providing content
in order to support a variety of adult learning styles. During FY19, MI2 drafted the script for the online version of
HTG3 online. In FY20, MI2 will build on this progress to produce a digital step-by-step tool to improve access to
and use of HTG3.
FY20 Output:
● 5.3.4 - Online HTG3, the third in a three-part series aligned to the Biodiversity How-To Guides.
The online guides comprise a script that covers the technical content in the guide, quizzes and
other interactive learning features, and video testimonials by USAID users. The online guides will
be developed in Articulate Rise.
MI2 LEARNING, INNOVATION, AND KNOWLEDGE MANAGEMENT
The purpose of the Learning, Innovation, and Knowledge Management Workstream is to share insights and learning
that drive innovation and performance improvement in implementing MI2. During FY19, staff of USAID and the
implementing team noted that we had too few opportunities to share information and learn from each other. We
had developed the FY19 budget with very few internal meetings, and the few meetings we did include in the budget
included many staff and broad agendas. During implementation, this led to “bulky” meetings that had too many
attendees addressing too many subjects.
During the FY20 planning, we updated the MI2 operational model to include a streamlined learning and knowledge
management approach that will better support innovation across the team. As shown in figure X below, this learning
and collaboration is driven by three types of cross-team engagement: (1) information-sharing sessions such as TDY
debriefs, which inform the work of (2) planning for technical assistance at the mission, cross-mission, and agency
levels; and (3) problem-solving working group teams that are tasked with addressing a focal technical issue, such as
integration, evidence, business processes, capacity development, and adult learning.
Figure 3: MI2 Learning, Planning, and Information-Sharing process
WORKSTREAM 6.1 TDY DEBRIEFS & STORY HARVESTING
Action 6.1.1: MI2 staff will deliver a weekly debrief from recent technical assistance to missions. The 60-minute
debriefs will include a short presentation by the TDY team followed by a question and answer session. The debriefs
will be held at the same time every week with an open invitation to all staff of the implementing team and USAID
. In order to keep the focus on sharing information and to keep the LOE efficient, these debriefs are not intended
to be polished, highly produced presentations. Instead, they are an efficient way to keep the entire team current on
what is happening in missions, what support is being provided, what is working well, and where we are encountering
challenges. Each TDY debrief will follow a similar format.
FY20 Outputs:
● 6.1.1 - Approximately 40 TDY debriefs delivered to USAID and implementing team staff. The MI2
Organizational Learning Specialist will be responsible for coordinating with the TDY teams and
preparing and following up on the debriefs. Debriefs will be prepared and delivered by MI2 staff,
but the USAID staff who participate in TDYs will be given opportunities to prepare and deliver the
briefings as well.
PROVISIONAL WORKSTREAM 6.2 FAB-MI2 MEETINGS (IN BUDGET) AND RETREAT
Action 6.2.1: MI2 will plan and facilitate “big picture” learning and reflection meetings with FAB and LAC at
approximately six-weekly intervals. These 90-minute meetings will offer an opportunity to work on addressing
emerging issues, reflecting on learning from the previous quarter, and providing input to address technical problems
raised by the working groups. The meetings will be planned and facilitated by the COP and DCOP for Programs in
coordination with the COR and Activity Managers.
During the fourth quarter, MI2 will plan and deliver a two-day annual pause and reflect retreat if the budget allows.
This retreat gives the team an opportunity to consider progress over the preceding four quarters and to agree to
tactics, priorities, and milestones for the coming year. The retreat has been marked “provisional” in the FY20 budget,
as it was in the FY19 budget. The conversations and thinking that go into planning and holding the MI2 retreat are
very valuable; we will propose a retreat plan tailored to available LOE by the middle of the third quarter of FY20.
FY20 Outputs
● 6.2.1.A - Up to 9 meetings of 90-minutes with FAB and MI2 staff, including agendas and meeting
reports on a shared google drive.
● Provisional - 1-2 day Pause and Reflect / Planning Retreat
WORKSTREAM 6.3 PERFORMANCE INDICATOR TRACKING AND REPORTING
Action 6.3.1: MI2 performs data collection, review, and analysis of its performance indicators. Indicators are tracked
in the Performance Indicator Tracking Sheets. Data are reviewed, and results are presented in the semi-annual and
annual reports. The monitoring approach for MI2 has been designed to be efficient yet informative. During FY19, we
reported on five indicators. During FY20, we will pilot the tracking and reporting tool for indicators 1 and 5, and we
will develop and implement a tool for monitoring indicator 4. The MI2 Chief of Party and Organizational Learning
Specialist are supported by the Project Coordinator and a MEL Specialist in reviewing the data and preparing the
reports.
FY20 Outputs:
● 6.3.1.A - Tools to track indicators 1, 5, and 4.
● 6.3.1.B - Two reports on indicator tracking, including as sections in the MI2 semi-annual and annual
reports.
MI2 PROJECT-WIDE MANAGEMENT
Management and Staffing Structure
The management and staffing structure of MI2 is designed to foster and create the greatest synergies across the
project operational model to deliver cost-efficient, timely, and high-quality assistance and products. Our team
represents a mix of senior-, mid-, and junior-level staff for cost-efficiency and the ability to meet the needs of several
USAID operating units simultaneously. Many of the MI2 staff are leaders in the fields of adaptive management,
evidence-based approaches, institutional learning, performance improvement, and MEL. In addition to MI2 relies on
the technical expertise of two experienced partner organizations, FOS and ICF, and a network of expert individuals
and organizations who are available for short-term engagements. Refer to the figure below for the MI2 Organizational
Chart.
MI2 FY20 WORK PLAN Page 27 of 28
Figure 4: MI2 organizational structure, updated to meet the needs of FY20 work plan.
WORKSTREAM 7.1 REPORTING, CLIENT MANAGEMENT, AND ADMINISTRATION
Action 7.1.1: Tracking and deliverables preparation, client management and communications, and project
administration tasks. This area of work covers central management functions to ensure that MI2 is efficiently
delivering high quality work, that we maintain appropriate staffing levels, and that we are understanding and
responding to USAID’s needs in all of our work. MI2 will maintain regular communication with the COR, Activity
Managers, and key staff in missions to meet and anticipate client needs with flexibility to address unexpected tasks
or opportunities. This area of work includes weekly meetings with the COR and Alternate COR to assess project-
wide progress and discuss project priorities, weekly internal management and MI2 project staff meetings, and
maintenance of project files and output tracking systems. This workstream also includes ongoing maintenance and
management of office equipment and supplies, ongoing vendor management, support for time-keeping and expense
tracking functions
The MI2 mechanism also provides an opportunity for USAID operating units to buy in and receive support for work
that is aligned with the scope of the MI2 contract. When a buy-in scope of work is issued, a small buy-in response
team develops the technical approach and staffing strategy, and cost experts develop the price response. The MI2
Chief of Party and EI Controller will review and approve for submission the Technical and Price Responses.
FY20 Outputs:
● 7.1.1.A - Semi-annual and annual reports to share lessons learned, promote best practices in
adaptive management, and the generation and use of evidence and learning to achieve biodiversity
conservation goals.
● 7.1.1.B - Buy-in narrative and budget responses prepared in a timely manner in response to SOWs
received from the COR.
WORKSTREAM 7.2 WORK PLANNING
Action 7.2.1: This workstream includes production of the annual work plan and budget. The work plan is developed
in response to strategic thinking that takes place during the annual Pause and Reflect exercise (which will be delivered
in a series of meetings and conversations if a retreat is not possible). It provides the rationale, deliverables, and
timelines for the annual program of work and describes how that body of work will achieve results in the MI2 theory
of change. Based on the experience developing this FY20 work plan, we have been able to streamline the process
and thus reduce the LOE needed to develop the work plan and budget. This workstream includes not just finalization
of the FY20 work plan but also initial discussions around the FY21 work planning process and inputs.
FY20 Outputs:
● 7.2.1.A - Annual work plan and budget for FY20 (this document)
WORKSTREAM 7.3 FINANCIAL MANAGEMENT
Action 7.3.1: This workstream includes annual budget planning, ongoing forecasting and communication of spending
against projections, tool refinement to accommodate changing programmatic and reporting needs, analysis of
spending to inform future planning, ongoing project accounting and payment procedures, invoice preparation and
transmittal, and financial quarterly report preparation. Cost control mechanisms and procedures across EI and
partner organizations under MI2 also fall under financial management, along with transmittal of payments to
consultants and subcontractors working on MI2 activities.
FY20 Outputs:
● 7.3.1.A - Monthly invoices and a financial report on a quarterly basis. The quarterly report will
include cumulative spent to date, total spent by major stream of work, LOE expended per person,
notes on major budget items, pipeline analysis, and forecasted obligation needs. These reports will
inform a quarterly financial discussion with the COR, Acting COR, COP, DCOP, and other FAB
and MI2 staff as needed.
● 7.3.1.B - A semi-annual briefing on the budget, including burn rate, life of activity projections, and
spending at the workstream level.
WORKSTREAM 7.4 STAFFING, RETENTION, AND RECRUITING
Action 7.4.1: This workstream encompasses management of the human resources support needs of the project,
including recruiting, onboarding, and training/retention of project long-term and short-term personnel based on
programmatic needs. The scope of MI2’s work requires a mix of highly experienced experts as well as more junior
staff who provide cost-efficiency and the capacity to support the work of senior experts. Under this workstream,
the MI2 management team carefully tracks and regularly adjusts the allocation of staff to tasks to ensure the highest
quality professional service with the most efficient use of LOE.
FY20 Outputs:
● 7.4.1.A - A staffing plan that is responsive to client needs and aligned to the resources available.
This will include staff who are fully allocated to supporting MI2 from EI, FOS, and ICF as well as
other staff of the implementing partner organizations and consultants.
WORKSTREAM 7.5 COMPLIANCE AND CONTRACTS
Action 7.5.1: This workstream ensures that MI2 staff and consultants are in compliance with the contract’s terms
and conditions. This workstream’s tasks include ongoing subcontract management, consultant agreement negotiation
and management, the preparation and tracking of international travel approval requests, the preparation and tracking
of ODC approval requests, uploads to DEC, the planning and administration of an annual SBU/COI training,
maintenance of COI/SBU policy adherence, periodic GSA rate reviews, ongoing inventory management, and ongoing
records management.
FY20 Outputs:
● 7.5.1.A - MI2 Compliance COI/SBU Training
ANNEX A. WORKPLAN MATRIX AND BUDGET
Please find attached in Annex A the MI2 FY20 Proposed Work Plan and Budget Matrix.
[End of MI2 FY20 Annual Workplan Document]