Global Field Operations Support Team GFO Support Team Consolidation Pilot Steering Committee Meeting June 2015.

Global Field Operations Support Team GFO Support Team

Consolidation Pilot

Steering Committee MeetingJune 2015

Global Field Operations Support TeamGlobal Field Operations Support Team

Outline of Consolidation Pilot

1. Description of a consolidation model

2. Objectives for the Pilot

3. Unpacking the non-negotiables

4. Pilot site selection criteria

5. Timeline for the Pilot

6. Role of Stakeholders


Purpose of the Consolidation Model

Contextually appropriate programme by a National office that

utilises multiple funding types and sources in one program

design, one budget, one report and one evaluation, allowing for

greater efficiencies and leading to increased impact on the well

being of children.


Description of the Consolidated Model• A fully integrated programme of multiple types and funding sources

• Simultaneous and full application of the following change processes across a number of programmes in a National Office: • LEAP 3• Shared and efficient use of core number of high-caliber management

and technical staff• Common and efficient business processes in DME, finance, sponsorship

management, procurement, etc.

• Each Technical Programme across the Area Programmes has one consolidated:• Design• Budget for which SOs commit funding with exceptions to grant funding• Report with disaggregated data for specific donor/SO contributions

• Contextualised by the National Office


Unpacking the Non-Negotiables

• One overall semi-annual and annual report with a breakdown of data for contributing SOs

• National Office CWB report, as per Partnership standards

Contribution to CWB and ability to report based on evidence

• On-going monitoring and reporting of individual RC and follow up• Meeting Partnership-level customer service standards

One-to-One nature of Sponsorship

• Adapting Technical Programme in local communities• Community ownership with engagement of local partners and volunteers

Local ownership and sustainability in communities

• Specific requirements of grant and PNS donors are fully met• Financial and progress report speak to the specific contribution of the SOs/Donors• Partnership standards in finance, audit, and external reporting are fully met

Fiduciary requirements to the

donors are met


Consolidation Pilot Objectives

1. Identify the effectiveness measures of contribution to CWB (both at individual RC and at community levels) in comparison to the baseline

2. Determine the efficiency measures of the consolidated model, in terms of cost and time in comparison to the baseline

3. Determine if the pilot can meet the common fiduciary requirements

4. Determine what conditions can the consolidated model be applied in other National offices


Consolidation Pilot Selection CriteriaCriteria Reason

Demonstrated DME, Sponsorship and Technical capacity

• Responsibly transition to LEAP 3• Strong monitoring system is required to

disaggregate data and report for contributing SO’s

• Capacity is required to adapt the consolidated model to one’s context

Readiness for LEAP 3 • LEAP 3 enables scale-up of technical programmes

• Allows for immediate start of the pilot in FY16

Number of SOs involved • Engagement of SO’s representing various sizes and geographic regions is important to fully understand the implications for the SO’s

Number of funding streams

• Various funding streams are able to leverage one another and is part of the proposed model

Size of the NO • Certain size of the NO allows for lessons from the pilot to be generalized across the Partnership

Willingness of the NO and RO leadership

• NO ownership and RO support is critical as consolidated model is a major commitment


Sri Lanka (Central Province)PCPR ratings

• Overall Rating is Established

• Established in all relevant dimensions

LEAP 3 ready

• TA’s finalized

• Set to start in FY16

SO involvement• Australia• Canada• Germany• HK• Japan• US

Funding

• Sponsorship (100%)

• Budget = $3.7 M

NO/RO is willing to participate


AlbaniaPCPR ratings



LEAP 3 ready

• Already being implemented

SO involvement

• US• UK• HK• S. Korea

Funding

• Sponsorship (85%)• PNS (some)• Grants (limited USAID and EU)

• Budget = $7.5 M



JWGPCPR ratings

• Overall Rating is Consolidating

• Established in Sponsorship

• Consolidating in Programme Quality, Financial Management and CWB

LEAP 3 ready

• TA’s finalised

• Ongoing and to be fully mainstreamed in FY16

SO involvement

• Australia • Canada• Singapore

Funding

• Sponsorship• Grants• PNS

• Budget = $13 to 14 M

NO/RO is willing but has other internal priorities


UgandaPCPR ratings



LEAP 3 ready

• TA’s finalized and to be mainstreamed in FY16

• Ongoing in 3 clusters

SO involvement

• Australia, Canada• Japan, Ireland• Finland, Korea, • Netherlands• HK, UK and US

Funding


• Budget = $23.6 M



SwazilandPCPR ratings

• Overall Rating is Consolidating

• Established in DME, CWB and Sponsorship

• Consolidating in Financial Management

LEAP 3 ready


• TP’s under development and to be mainstreamed in FY16

SO involvement

• Australia • Malaysia• Singapore• Taiwan • Hong Kong• US

Funding


• Budget = $15.7 M

NO/RO is willing but has other internal priorities


HondurasPCPR ratings



LEAP 3 ready


• TP’s developed• LEAP 3 being implemented

SO involvement

• Australia• Canada• Germany• Taiwan• NZ, UK and US

Funding


• Budget = $19 M



NOs Against the Criteria

CriteriaCentral

ProvinceSri Lanka

JWG Albania Uganda Swaziland Honduras

NO Capacity

LEAP 3 Readiness

# and range of SO’s

Funding Streams

Pilot Size

Willingness


Timeline for the PilotPre-Pilot (End of June 2015)•TA’s Finalised•Technical and DME expertise in place•Pilot – project plan in place

Pilot Preparation (July to Sept 2015)•Baseline of current level of staffing, support costs and business processes

•Review and revision of key business processes•Finalisation and approval of designs including the engagement of PST

•Finalisation of staffing and structural implications•Putting in place processes and templates to capture learning

Pilot Implementation (Oct 2015 to Sept 2016)•Implementation of pilot•On-going reporting to EGOLT & SO CEO Forum

•Capturing of lessons and recommendations

Pilot Review (Oct 2016)•Final reporting to EGOLT and finalize recommendations•Final reporting to the SO CEOs and agree on the way forward


Role of the StakeholdersStakeholder Role

National office • Leadership• Review of structure and business processes• Design of TA and TP• Implementation of the pilot

Regional office • Technical Support

Support offices • Technical support and exercise of decision rights as per Partnership standards.

• Contribute to the lessons learned

GC Pilot Secretariat • Pilot design• Project plan• Support in the review of business process improvement• Capture of lessons learned• Stakeholder coordination• Ensure Partnership support for the pilot• Pilot review

Steering Committee • Contribute to the pilot design, implementation and lessons learned

• Share the learning with others

EGOLT • Provide overall accountability

Global Field Operations Support Team GFO Support Team Consolidation Pilot Steering Committee Meeting June 2015.

Documents

ro support

consolidation modelobjectives

multiple funding types

consolidated modela

funding sources simultaneous

technical staffcommon

technical capacity

technical programmesallows