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parts adopted from: <full url please> unesdoc.unesco.org/images/0015/.../156134E.pdf -
'''Guidelines for Developing Terms of References'''
'''Guidelines for Developing Terms of References'''


Line 10: Line 8:


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 and the DILC.
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 describe the organization.
:Briefly discuss the project including objectives,expected outcomes, expected results,<br>
:Briefly discuss the project including objectives, expected outcomes, expected results,<br>
major activities, duration, budget and legislative authority and mandate. It should answer <br/>
major activities, duration, budget (if any).  
why, when and how the project was established.


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


[['''3 Purpose of the Partnership and of the Project''']]
'''3 Purpose of the Partnership and of the Project'''  
: Who initiated the project/ partnership?<br/>
: Who initiated the project/ partnership?<br/>
: Why is the project being undertaken?<br/>
: Why is the project being undertaken?<br/>
: What are the objectives of the projectsevaluation?
: What are the objectives of the project / partnership?
􏰀 How will the evaluation process and/or results be used?  
: Who are the key users and target audiences?  
􏰀 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 of the project]]'''
4 Evaluation scope
: Specify the time frame, geographical coverage, the thematic coverage and/or project coverage.
􏰀 Specify the timeframe to be covered by the evaluation, the geographical coverage, the  
 
thematic coverage and/or project coverage.  
'''5 [[Deliverables]]'''
􏰀 List the major questions the evaluation should answer – they should relate to the
: Specify Deliverable
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
'''6 [[Schedule]]'''
applicable, evaluation questions should be formulated with a gender perspective and
: Draw up an indicative timeframe indicating when the deliverables are due
the evaluation shall present findings accordingly. 
: Schedule meetings for updates and date of presentation of output
􏰀 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?


Standard questions for relevance include:  
'''7 [[Logistics]]'''
• Are the programme objectives addressing identified needs of the target group(s)?
: Identify the logistical support needed.
• Do the activities address the problems identified?


5 Deliverables
'''Reference'''
􏰀 Specify Deliverable 1: An inception report which contains the results chain of the
* http://unesdoc.unesco.org/images/0015/001561/156134E.pdf
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.

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

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