These questions will give you an idea of the type of information CAFOD looks for in a proposal or concept
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These questions will give you an idea of the type of information CAFOD looks for in a proposal or concept

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Downloading requires you to have access to the YouScribe library
Learn all about the services we offer
2 Pages
English

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PROGRAMME CYCLE MANAGEMENT #5: ASSESSING YOUR OWN ORGANISATION A note to all partners Organisations such as ours work in a rapidly changing context. Opportunities and challenges may come from within an organisation or from outside it. They may affect the immediate future of an organisation or constitute a longer term challenge. CAFOD recognizes that for any organisation to respond well to new opportunities and challenges, the people in it need to stand back and reflect from time to time. They need to look beyond programmes and projects, and think about how well they work as an organisation. This is a process of self-assessment, and is in line with CAFOD’s principles that commit us to avoiding dependency, and to supporting provision of technical assistance, capacity building and accompaniment. CAFOD staff will discuss your assessment with you at the start of a partnership, and on a regular basis thereafter. A simple way of looking at organisations is described below. Many organisations are also familiar with auditors’ reports that suggest improvements to financial systems and procedures. These too form part of a self-assessment process. You may have recently undertaken a self-assessment or have a recent auditor’s report. If you wish, these could be the starting point for a joint reflection with CAFOD. In addition to these, an increasing number of self-assessment tools exist that may be used to assess other aspects of the overall ...

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PROGRAMME CYCLE MANAGEMENT
#5: ASSESSING YOUR OWN ORGANISATION
A note to all partners
Organisations such as ours work in a rapidly changing context. Opportunities and challenges may
come from within an organisation or from outside it. They may affect the immediate future of an
organisation or constitute a longer term challenge. CAFOD recognizes that for any organisation to
respond well to new opportunities and challenges, the people in it need to stand back and reflect
from time to time. They need to look beyond programmes and projects, and think about how well
they work as an organisation. This is a process of self-assessment, and is in line with CAFOD’s
principles that commit us to avoiding dependency, and to supporting provision of technical
assistance, capacity building and accompaniment.
CAFOD staff will discuss your assessment with
you at the start of a partnership, and on a regular basis thereafter.
A simple way of looking at organisations is described below.
Many organisations are also familiar
with auditors’ reports that suggest improvements to financial systems and procedures.
These too
form part of a self-assessment process.
You may have recently undertaken a self-assessment or
have a recent auditor’s report.
If you wish, these could be the starting point for a joint reflection
with CAFOD.
In addition to these, an increasing number of self-assessment tools exist that may be used to assess
other aspects of the overall health of an organisation. These can help pinpoint areas that may need
attention in coming years, or in the more immediate future (as in the case of the Caritas
Internationalis’ Emergency Response Toolkit (2006)).
Such tools are designed with different types of organisation in mind.
If you have internet access,
you can look at the different materials available on the web, and select one (or more) that best suits
your organisation and the time you are able to devote to self-assessment processes.
Web sources include:
Tearfund’s ROOTS series, available in their learning zone in (in English, French, Spanish
and Portuguese)
http://tilz.tearfund.org/Publications/ROOTS/
Civicus’ Civil Society Toolkits are another (follow link from “Resources and Services” in
English, French, Spanish)
at
http://www.civicus.org/new/default.asp
International HIV/AIDS Alliance NGO Support Toolkit contains material and resources
applicable to many organisations, not just those working in HIV and AIDS
http://www.aidsalliance.org/sw5748.asp
Mango’s financial management “health check” (in English, French, Spanish, Arabic,
Russian, Sinhala and Tamil)
http://www.mango.org.uk/guide/resources/healthcheck.aspx
A complete financial management toolkit, for emergencies (in English only)
also prepared
by Mango
http://www.fme-online.org/
Note: if you don’t have broadband or reliable internet access, please ask CAFOD programme staff
to forward copies of these or similar, free publications
1
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Publishers’ catalogues are another useful staring point
The “onion skin model”, one way of looking at organisations
An organisation can be likened to an onion,
with different layers. The outside layer of the
‘onion’ represents the physical and financial
resources that an organisation needs: money,
buildings, vehicles, equipment. Inside that layer
are the staff skills and knowledge required to
implement activities.
Next come the structures
and systems needed to make an organisation
function
Inside that layer come the vision, purpose and
strategy of the organisation: what it wants to
achieve and how.
At the very heart (or soul) of
an organisation lie its identity and values,
culture and world-view: how the organisation
sees and understands the world and its place in
it.
Leadership also plays a key role here.
While the outer layers are generally more tangible and easily assessed, the inner or core elements
are largely intangible.
They may be observed only through the effects they have - on internal
relationships, on programmes of work, and on external relationships.
By their very nature, core
elements are deep-rooted, complex and more difficult to understand. If the ‘core’ of an organisation
is not healthy, the organisation may lose some of its capacity to be effective in the long-term.
CAFOD Guidelines for Partners:
#1: Project Proposals (2007)
#4: Reviews and Evaluations (2007)
#2: Progress Reports (2007)
#5: Assessing your own Organisation (2007)
#3: Financial Reports (2007)
#6: Humanitarian Responses (2007)
Please ask for copies or visit CAFOD’s website
(www.cafod.org.uk)