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'''Guidelines for Developing Terms of References'''
'''Guidelines for Developing Terms of References'''


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[['''Introduction''']]
'''Introduction'''  


A project cannot be effectively carried out without a sound Terms of Reference that  
A project cannot be effectively carried out without a sound Terms of Reference that  
clearly sets out expectations and what is to be delivered. The concerned student organization is responsible for drafting the ToR. The process for developing the ToR should be a participatory/ collaborative one that involves the officials of the concerned student organization, the DILC management, OSA and OVCSA.
clearly sets out expectations of what is to be delivered. The concerned student organization shall take the lead in drafting the ToR. The process for developing the ToR should be a participatory and  collaborative. It should involve the officials of the concerned student organization and the DILC.


The following items indicate what each ToR should contain.  
The following items indicate what each ToR should contain.  


1'''[[ Title]]'''  
'''1 Title'''  
:State the title of what DILC project an organization will join in.
:State the title of what project an organization will join in.
   
   
'''
'''2 [[Background information]]'''  
2 [[Background information]]'''  
 
:Briefly describe the organization.
:Briefly discuss the project including objectives, expected outcomes, expected results,<br>
major activities, duration, budget (if any).
 
: Describe how the project fits or links into the objective of the student organization
 
'''3 Purpose of the Partnership and of the Project'''
: Who initiated the project/ partnership?<br/>
: Why is the project being undertaken?<br/>
: What are the objectives of the project / partnership?
: Who are the key users and target audiences?
 
'''4 [[Evaluation of the project]]'''
: Specify the time frame, geographical coverage, the thematic coverage and/or project coverage.
 
'''5 [[Deliverables]]'''
: Specify Deliverable
 


:Briefly describe the organization
'''6 [[Schedule]]'''
:Briefly discuss the project including objectives,expected outcomes, expected results,<br>
: Draw up an indicative timeframe indicating when the deliverables are due
major activities, duration, budget and legislative authority and mandate. It should answer <br/>
: Schedule meetings for updates and date of presentation of output
why, when and how the project was established.


: Describe how the project fits/ links into the objective of the student organization
: Describe how the programme is linked to the work of other programme implementing


[['''3 Purpose of the Partnership in the Project''']]
'''7 [[Logistics]]'''  
􏰀 Who initiated the evaluation? The evaluation might have been foreseen in the C/5 or
: Identify the logistical support needed.
may have been requested by the Executive Board, the Director-General or the donor.
􏰀 Why is the evaluation being undertaken now? Is it a mid-term or ex-post evaluation?
􏰀 What are the objectives of the evaluation?
􏰀 How will the evaluation process and/or results be used?
􏰀 Who are the key users and target audiences? Is the evaluation targeting a specific
information or decision-making need (conference, planning activity, Executive Board)?
4 Evaluation scope
􏰀 Specify the timeframe to be covered by the evaluation, the geographical coverage, the
thematic coverage and/or project coverage.
􏰀 List the major questions the evaluation should answer – they should relate to the
purpose and be precisely stated to guide the evaluator in collecting information and
data. The questions should be organised around the chosen evaluation criteria, which
usually are efficiency, effectiveness, relevance, impact and sustainability.  Where
applicable, evaluation questions should be formulated with a gender perspective and
the evaluation shall present findings accordingly. 
􏰀 Standard questions for efficiency include:  
• What measures have been taken during planning and implementation to ensure
that resources are efficiently used?
• Have the outputs been delivered in a timely manner?
• Could the activities and outputs been delivered with fewer resources without
reducing their quality and quantity?
• Could more activities and outputs have been delivered with the same resources?
• Have UNESCO’s organizational structure, managerial support and coordination
mechanisms effectively supported their delivery?


􏰀 Standard questions for relevance include:  
'''Reference'''
• Are the programme objectives addressing identified needs of the target group(s)?
* http://unesdoc.unesco.org/images/0015/001561/156134E.pdf
• Do the activities address the problems identified?
• Is the programme consistent with the C/5 and C/4, the Millennium Development
Goals and other international development goals?
􏰀 Standard questions for impact include:
• What are the intended and unintended, positive and negative, long term effects of
the programme?
• To what extent can the changes that have occurred as a result of the programme
be identified and measured? 
• To what extent can the identified changes be attributed to the programme?
􏰀 Standard questions for sustainability include:
• What is the likelihood that the benefits from the programme will be maintained for
a reasonably long period of time if the programme were to cease?
• Is the programme supported by local institutions and well integrated with local
social and cultural conditions? 
• Are requirements of local ownership satisfied?
• Are relevant host-country institutions characterised by good governance?
• Do partners have the financial capacity to maintain the benefits from the
programme?
5 Deliverables
􏰀 Specify Deliverable 1: An inception report which contains the results chain of the
programme (drawn from the desk study), an evaluation plan and a list of reviewed
documents. The evaluation plan should contain the proposed data collection methods
and data sources to be used for answering each evaluation question. The plan should
also contain a timeline of key dates.
􏰀 Specify Deliverable 2: Draft evaluation report which should be delivered with adequate
time to allow stakeholder discussion of the findings and formulation of
recommendations.  
􏰀 Specify Deliverable 3: Final evaluation report which should be structured as follows:
• Executive Summary (maximum four pages)
• Programme description
• Evaluation purpose
• Evaluation methodology
• Findings
• Lessons learnt
• Recommendations
• Annexes (including interview list, data collection instruments, ke


6 Schedule
[[Category:DILC Matters]]
􏰀 Draw up an indicative timeframe indicating when the deliverables are due and to
whom. Include any key meetings such as presentation of emerging findings to
stakeholders.
7 Logistics
􏰀 Identify the logistical support needed such as materials and office space.
􏰀 Specify the responsibilities of the evaluator, donor, the sector and IOS. The evaluator
will commonly be responsible for logistics: office space, administrative and secretarial
support, telecommunications, printing of documentation, etc. The evaluator is also
responsible for the dissemination of all methodological tools such as surveys, but the
UNESCO sector will facilitate this process to the extent possible by providing contact
information such as email addresses. The donor might be requested to provide
planning documents, mission reports or other relevant documents.
8 Evaluation team
􏰀 Specify the size of the team required. Estimate the number of person-days.
􏰀 Identify the composition and competencies required. The team should always
demonstrate (a) extensive knowledge of, and experience in applying, qualitative and
quantitative evaluation methods; (b) a strong record in designing and leading
evaluations; and (c) data analysis skills. Detailed knowledge of the role of the UN and
its programming is desirable. Additional qualifications and skill areas that might be
specified include:
• Technical competence in sector or issue to be evaluated
• Language proficiency
• In-country or regional experience
• In cases where gender analysis is required specific expertise in gender equality
and mainstreaming issues would be an asset.
􏰀 State that large evaluation teams should be multicultural with appropriate gender
balance and geographic representation.
􏰀 State that the evaluators are required to submit two or three examples of evaluation
reports recently completed when responding to the Terms of Reference. If possible,
one or more of the reports should be relevant, or similar to, the subject of evaluation.

Latest revision as of 16:41, 30 June 2009

Guidelines for Developing Terms of References

These guidelines aim to assist UP student organizations in the preparation of Terms of References (ToRs) for partnership activities with UPDILC


Introduction

A project cannot be effectively carried out without a sound Terms of Reference that clearly sets out expectations of what is to be delivered. The concerned student organization shall take the lead in drafting the ToR. The process for developing the ToR should be a participatory and collaborative. It should involve the officials of the concerned student organization and the DILC.

The following items indicate what each ToR should contain.

1 Title

State the title of what project an organization will join in.

2 Background information

Briefly describe the organization.
Briefly discuss the project including objectives, expected outcomes, expected results,

major activities, duration, budget (if any).

Describe how the project fits or links into the objective of the student organization

3 Purpose of the Partnership and of the Project

Who initiated the project/ partnership?
Why is the project being undertaken?
What are the objectives of the project / partnership?
Who are the key users and target audiences?

4 Evaluation of the project

Specify the time frame, geographical coverage, the thematic coverage and/or project coverage.

5 Deliverables

Specify Deliverable


6 Schedule

Draw up an indicative timeframe indicating when the deliverables are due
Schedule meetings for updates and date of presentation of output


7 Logistics

Identify the logistical support needed.

Reference