transition capacity building and monitoring tools: the ocvat process at cidrz, zambia
DESCRIPTION
Transition Capacity Building and Monitoring Tools: The OCVAT Process at CIDRZ, Zambia. August 11, 2010 Track 1 Meeting, Maputo Geoffrey Silwizya M.Sc.(D.I.C.) CIDRZ Chief Operating Officer. EGPAF/CIDRZ Collaboration. Collaboration under Project HEART/Zambia - PowerPoint PPT PresentationTRANSCRIPT
![Page 1: Transition Capacity Building and Monitoring Tools: The OCVAT Process at CIDRZ, Zambia](https://reader036.vdocuments.site/reader036/viewer/2022081503/56816264550346895dd2c784/html5/thumbnails/1.jpg)
1
August 11, 2010Track 1 Meeting, Maputo
Geoffrey Silwizya M.Sc.(D.I.C.) CIDRZ Chief Operating Officer
Transition Capacity Building and Monitoring Tools: The OCVAT Process at CIDRZ, Zambia
![Page 2: Transition Capacity Building and Monitoring Tools: The OCVAT Process at CIDRZ, Zambia](https://reader036.vdocuments.site/reader036/viewer/2022081503/56816264550346895dd2c784/html5/thumbnails/2.jpg)
2
EGPAF/CIDRZ Collaboration
Collaboration under Project HEART/Zambia Care and treatment services since 2004 in Lusaka,
Southern, Eastern and Western provinces PMTCT services since 2002 in Lusaka, Eastern and
Western provinces As of March 31, 2010:
309 PMTCT sites 65 care and treatment sites
![Page 3: Transition Capacity Building and Monitoring Tools: The OCVAT Process at CIDRZ, Zambia](https://reader036.vdocuments.site/reader036/viewer/2022081503/56816264550346895dd2c784/html5/thumbnails/3.jpg)
3
Organizational Capacity & Viability Assessment Tool (OCVAT)
OCVAT is used to assess organizational capacity of EGPAF’s NGO transition partners.
Results used to: Inform development of Capacity Building Plans (CBP) Demonstrate progress in building NGO transition
partners’ capacity Contribute to transition decisions about transfer of
programmatic responsibility and funding to transition partners
Originally developed by ICF Macro; revised by cross-departmental EGPAF working group.
![Page 4: Transition Capacity Building and Monitoring Tools: The OCVAT Process at CIDRZ, Zambia](https://reader036.vdocuments.site/reader036/viewer/2022081503/56816264550346895dd2c784/html5/thumbnails/4.jpg)
4
OCVAT Capacity Areas
Areas # Capacity (& Viability) Areas
4.1 Governance & Legal Structure4.2 Program Management4.3 Technical Capacity4.4 Grants & Sub-grantee Management4.5 Project Management4.6 Monitoring & Evaluation (M&E)4.7 Financial Management4.8 Human Resources4.9 Office Operations4.1 Information Technology (IT)4.11 Resource Mobilization4.12 Networking4.13 Communications
Viability
Resources Management
Learning
Organizing for Implementation
Leading / Directing
Links to Dimensions of Organizational Management
![Page 5: Transition Capacity Building and Monitoring Tools: The OCVAT Process at CIDRZ, Zambia](https://reader036.vdocuments.site/reader036/viewer/2022081503/56816264550346895dd2c784/html5/thumbnails/5.jpg)
5
OCVAT Scoring
Five stages of capacity listed for each indicator (2 points per stage). 1=No or minimal capacity; Not ready for transition; No
chance of sustainability 10= Excellent level of capacity; Ready for full
organizational independence; Excellent chance of sustainability
Scoring Assessors select score(1-10) that best describes
current capacity of organization. Median indicator scores used to determine Capacity
Area scoreCATEGORY
1. MIN. No attainment
2. informal activity only
3. start of formal activity
4. demonstrated progress
5. MAX. Complete attainment
SCORE1 2 3 4 5 6 7 8 9 10
![Page 6: Transition Capacity Building and Monitoring Tools: The OCVAT Process at CIDRZ, Zambia](https://reader036.vdocuments.site/reader036/viewer/2022081503/56816264550346895dd2c784/html5/thumbnails/6.jpg)
6
Two Scoring PerspectivesExternal (EGPAF) Score Internal (CIDRZ) Score
External “monitoring” purpose
“Word-pictures” Close reference to
validation documentation
Informs EGPAF transition planning
Internal, facilitated self-assessment
“Word-pictures” Adjusted
qualitatively in team review and discussion
Informs facilitator feedback and organizational development planning
![Page 7: Transition Capacity Building and Monitoring Tools: The OCVAT Process at CIDRZ, Zambia](https://reader036.vdocuments.site/reader036/viewer/2022081503/56816264550346895dd2c784/html5/thumbnails/7.jpg)
7
General Observations on Outcomes
CIDRZ is a strong organization (programs and operations) and feels very confident about its capacity: “Moving from good to better to best”
Has partial or full autonomy from UAB on all functions Areas identified for capacity improvement:
Program Management Communications
Areas identified for transition from UAB to more autonomy: Grants Management Financial Management Governance
![Page 8: Transition Capacity Building and Monitoring Tools: The OCVAT Process at CIDRZ, Zambia](https://reader036.vdocuments.site/reader036/viewer/2022081503/56816264550346895dd2c784/html5/thumbnails/8.jpg)
8
Capacity Building Plans
Development of Capacity Building Plans: Group participation to
identify capacity building activities
Small groups developed plans by capacity area
Separate plans by capacity area integrated into one overall CIDRZ Capacity Building Plan.
![Page 9: Transition Capacity Building and Monitoring Tools: The OCVAT Process at CIDRZ, Zambia](https://reader036.vdocuments.site/reader036/viewer/2022081503/56816264550346895dd2c784/html5/thumbnails/9.jpg)
9
9
Capacity Building Plan Example -
ICT & Communications
![Page 10: Transition Capacity Building and Monitoring Tools: The OCVAT Process at CIDRZ, Zambia](https://reader036.vdocuments.site/reader036/viewer/2022081503/56816264550346895dd2c784/html5/thumbnails/10.jpg)
10
CIDRZ Perspective
This was the first self-assessment undertaken of CIDRZ at the organizational level and below are the general sentiments from participants during the OCVAT:
1. There was strong participatory focus and a high level of discourse from both sides; CIDRZ & EGPAF
2. It was a great platform for Operations & Program staff to better understand how they interact with each other in their daily operations
3. It brought the “silos” together fostering a sense of cross functional/departmental cooperation i.e. Organisational development rarely affects single departments !
4. Reached beyond transition to overall organizational development.
![Page 11: Transition Capacity Building and Monitoring Tools: The OCVAT Process at CIDRZ, Zambia](https://reader036.vdocuments.site/reader036/viewer/2022081503/56816264550346895dd2c784/html5/thumbnails/11.jpg)
11
CIDRZ Perspective
Highlights of the self-assessment and validation workshop are given below:
1. Of the 13 capacity areas, only 3 areas showed significant divergence in Internal & External scores (Grants & Financial Management and Communications)
2. These areas were then considered in the context of the larger domains (capacity groups) in which they fit and which link to dimensions of Organizational Management
3. These dimensions are a) Leadership b) Management of Resources c) Organizing for Implementation & d) Learning.
![Page 12: Transition Capacity Building and Monitoring Tools: The OCVAT Process at CIDRZ, Zambia](https://reader036.vdocuments.site/reader036/viewer/2022081503/56816264550346895dd2c784/html5/thumbnails/12.jpg)
12
CIDRZ Perspective
Findings from the External assessment in relation to scores that were significantly divergent were then tabulated and used as a basis for formulating priority actions for Capacity Building interventions using small groups of participants to work on specific capacity areas
“First Orientation for Action” items were then mapped against the findings of the External assessment to inform the development of the Capacity Building Plan
A CBP was drafted by EGPAF DC in early July and by 2 August 2010 CIDRZ had reviewed the plan and amended it as necessary. CIDRZ is now ready for implementation
![Page 13: Transition Capacity Building and Monitoring Tools: The OCVAT Process at CIDRZ, Zambia](https://reader036.vdocuments.site/reader036/viewer/2022081503/56816264550346895dd2c784/html5/thumbnails/13.jpg)
13
Conclusion
Broadly, CIDRZ has identified the following areas for immediate improvement/capacity building:
1. Compliance with USG regulations especially in relation to Grants & Contracts management and Procurement procedures by developing internal capacity
2. Improve PR, media and Government relations3. Continue strengthening resource mobilization
infrastructure & Program Management capacity within the organization to reduce (PEPFAR) concentration risk
4. Develop robust & integrated Management Information Systems that will produce timely and useful management reports (….at the click of a button).
![Page 14: Transition Capacity Building and Monitoring Tools: The OCVAT Process at CIDRZ, Zambia](https://reader036.vdocuments.site/reader036/viewer/2022081503/56816264550346895dd2c784/html5/thumbnails/14.jpg)
Thank You