Grants:APG/Proposals/2016-2017 round1/FDC staff assessment template

The staff proposal assessment is one of the inputs into the Funds Dissemination Committee (FDC) proposal review process, and is reviewed by the FDC in preparation for and during the in-person deliberations each round. The purpose of the staff proposal assessment is to offer the FDC an overview of the expert opinions of the FDC staff team about this annual plan grant proposal, and includes (1) A narrative assessment; (2) An assessment that scores each applicant according to specific criteria in program design, organizational effectiveness, and budgeting.

Overview

Summary

	Current (projected)	Upcoming (proposed)	Proposed change (as a +/- percentage)
FDC or other relevant funding	{{{fdccurrent}}}	{{{fdcproposed}}}	{{{fdcgrowth}}}
Budget	{{{budgetcurrent}}}	{{{budgetproposed}}}	{{{budgetgrowth}}}
Staff (FTE)	{{{staffcurrent}}}	{{{staffproposed}}}	{{{staffgrowth}}}

Overview of strengths and concerns

This section summarizes the strengths and concerns identified by staff, which are explained in the detailed narrative section of this assessment.

Strengths

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Concerns

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Staff proposal assessment narrative

This section takes an in-depth look at this organization's past performance and current plans.

Context and effectiveness

This section takes a close look at this organization's context. Here are some questions we will consider:

Environment

How does this organization's environment (including its local context and its community) enable this plan to succeed and have impact?

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Past performance

Will this organization's past performance with program implementation enable this plan to succeed?

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Organizational effectiveness

Will this organization's overall effectiveness enable this plan to succeed?

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Strategy and programs

This section takes a close look at this organization's programs. Here are some questions we will consider:

Strategy

Does this organization have a high-quality strategic plan in place, and are programs well-aligned with this strategic plan?

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Programs

Do proposed programs have specific, measurable, time-bound objectives with clear targets, and are program activities and results logically linked? Are there specific programs with a high potential for impact?

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Budget

Is this plan and budget focused on the programs with the highest potential for online impact?

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Summary of expert opinions (if applicable)

This section will summarize any expert opinions or other research.

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Staff proposal assessment framework

This framework assesses annual plan grant proposals across the three dimensions of (1) Program design, (2) Organizational effectiveness, and (3) Budgeting. To complete the assessment, we identify whether each criterion is a strength or a concern:

• Major strength
• Strength
• Neither a strength nor a concern
• Concern
• Major concern

Criterion	Assessment	Description
Program design
P1. Strategy	{{{P1}}}	{{{P1 description}}}
P2. Potential for impact at scale	{{{P2}}}	{{{P2 description}}}
P3. Objectives and evaluation methods	{{{P3}}}	{{{P3 description}}}
P4. Diversity	{{{P4}}}	{{{P4 description}}}
Organizational effectiveness
O1. Past results	{{{O1}}}	{{{O1 description}}}
O2. Learning	{{{O2}}}	{{{O2 description}}}
O3. Improving movement practices	{{{O3}}}	{{{O3 description}}}
O4. Community engagement	{{{O4}}}	{{{O4 description}}}
O5. Capacity	{{{O5}}}	{{{O5 description}}}
Budget
B1. Past budgeting and spending	{{{B1}}}	{{{B1 description}}}
B2. Budget is focused on impact	{{{B2}}}	{{{B2 description}}}

This staff proposal assessment is the work of FDC staff and is submitted by: {{{signature}}}

Staff proposal assessment framework

• Major strength. This is something the organization does very well, and this is a strong indicator of future success.
• Strength. This is something that the organization does well, and this could indicate future success.
• Neither a strength nor a concern. This is something that does not indicate future success or make funding the application a risk, or aspects of this criterion conflict.
• Concern. This is something that the organization does not do well, and this could make funding the application a risk.
• Major concern. This is an area where the organization is not strong, and this could make funding the application a serious risk.

Criterion	Description
Program design
P1. Strategy	The organization has a quality strategic plan in place, programs are aligned with this strategy, and this strategy is aligned with online impact.
P2. Potential for impact at scale	Programs could lead to significant online impact at scale, and corresponding to the amount of funds requested
P3. Evaluation methods	Programs include a plan for measuring results and ensuring learning, and employ effective evaluation tools and systems. Programs include SMART objectives, targets, and logic models.
P4. Diversity	Programs will expand the participation in and reach of the Wikimedia movement, especially in parts of the world or among groups that are not currently well-served.
Organizational effectiveness
O1. Past results	This organization has had success with similar programs or approaches in the past, and has effectively measured and documented the results of its past work.
O2. Learning	This organization is addressing risks and challenges effectively, is learning from and documenting its experiences, and is applying learning to improve its programs.
O3. Improving movement practices	This organization effectively shares learning about its work with the broader movement and beyond, and helps others in the movement achieve more impact.
O4. Community engagement	This organization effectively engages communities and volunteers in the planning and implementation of its work.
O5. Capacity	This organization has the resources and ability (for example, leadership, expertise, staff, experience managing funds) to do the plan proposed.
Budget
B1. Past budgeting and spending	This organization has a history of budgeting realistically and managing funds effectively in the past.
B2. Budget is focused on programmatic impact	Based on past performance and current plans, funds are allocated to programs and activities with corresponding potential for programmatic impact.