End Results Expected
Strategy and Leadership:
Provide leadership to the Resource Development and Donor Engagement Department in collaboration with WVZ / Regional Office (RO)/ Support Office (SO) teams to drive growth and diversification of resources from bilateral, multilateral, foundations, corporate donors, and Resources In Kind (RIK)
In coordination with the WVZ technical, programs and the operations leadership teams, and the Regional Resource Development Director (RRD) develop and/or revise the FO resource development and grant management strategy, and resource targets.
In accordance with Global Grant Acquisition and Management (GAM) processes and the WVZ Strategy Cycle, assist the field leadership team in setting reasonable annual resource/grant income projections to be used as a performance indicator.
WVZ Resource Development Strategy implemented and reported annually on achievements.
WVZs annual target and achievements agreed, monitored and reported.
WVZ resource/grant growth targets reasonably set and achieved.
Donor Tracking, Prepositioning and Engagement:
Provide leadership and strategic vision to build and maintain WVZ’s public reputation as a key humanitarian, development and advocacy partner through targeted donor and partner engagement, sharing program impact information, and building alliances/partnerships with key national and international stakeholders
Develop/maintain and oversee an external engagement and positioning plan which is informed though tracking and mapping of the donor landscape (identify, develop, and track new and current donor relationships) and work proactively with RO and SO resource development teams to ensure coordinated donor intelligence gathering, sharing and grant opportunity targeting
With the participation of relevant WVZ staff and departments, organize prepositioning meetings with donors and key partners and develop/present key program impact data in coordination with WVZ’s communications and sector leads to position WV as a partner of choice.
Actively engage and participate in strategic in country donor meetings/clusters with foundations, bilateral and multilateral institutions, and corporates. This will be done in coordination with the National Director (ND) and other key staff who may also participate in relevant meetings
Identify key relationships with local government and other key local stakeholders to strengthen the FOs brand and profile within the country.
In collaboration with WVZ’s communications and sector leads, develop innovative branding and marketing material, events and communication strategies (social media, websites, etc.) to attract new local donors/ corporates/ partners, and build WV’s national brand recognition
Establish/maintain an efficient grant opportunity tracking system in collaboration with RRD and maintain an overview of country level grant funding opportunities and donor trends.
In country donor landscape completed, refreshed annually. Highlights and trends communicated to regional RDDE and SOs (Support Office), and integrated in NO work (Quarter report).
Participate/initiate NO, SO and Global GAM calls
External engagement plan is successfully implemented in concert with RO and SOs
Develop high quality impact data and capacity statements for external engagement
Technical Branding plans and donor engagement plans rolled out and report on progress.
WVZ participation in fora, alliances and key partnerships.
WVZ’s website, print material and social media presence is of high quality, up to date and engaging
Grant Opportunity Tracking system in place.
In coordination with SOs and cross WVZ/RO functional teams, develop concept notes and proposals leading to successful funding opportunities
Provide leadership in the identification, selection and negotiations of key external partners/consortia (INGO/NGO/CSO/Government. Etc.) which will compliment and strengthen the proposal/project
Lead the Go/No Go internal process in collaboration with FO/RO/SO per each grant opportunity, and ensure the appropriate use of the Grants Risk Assessment Form is used to make informed decisions
Per grant opportunity, provide leadership in the coordination of the proposal development team, programmatic, sector inputs and budget development in alignment with donor requirements
Ensure proposals/concepts are leveraging internal people and financial resources, complimenting other grant projects/sponsorship programming (where possible), and any additional required resources (ie. grant match) is sourced in partnership with SOs, external partners or corporates
In collaboration with FO finance ensure that budgets are detailed, realistic and in alignment with successful implementation of key outcomes
In collaboration with Human Resources (P&C), finance and FO senior leadership, ensure that key positions (within the RDU team and/or a grant) are identified, job descriptions are created and successful timely hiring is achieved
Develop national corporate concepts/ in collaboration with FO teams to raise financial and GIK resources
WVZ grant pipeline and win rate is at acceptable levels.
WVZ has strong relationships with key complimentary development partners in country
WVZ has a well-functioning decision making process in alignment with Go/No Go protocols
Key RDDE and Grant staff are hired in time
Productive national corporate relationships are developed
Grant Management and Compliance:
In coordination with Finance, Procurement, and Administration teams, ensure all aspect of grant compliance and management (e.g. reporting, procurement, visibility, transfer of assets, audit, etc) including sub grantee management plans are understood and adhered to.
Ensure Grant Health Tracker for grant projects are up to date and any issues are addressed.
In collaboration with FO/RO finance monitor grant burn-rates, audit reports and other risk monitoring data, and issues are addressed with appropriate FO/RO/SO teams and donors (when needed).
In conjunction with finance and operations ensure compliance in key grant areas (e.g. eligibility criteria, internal administrative cost levels, grant match, grant reporting, etc). Flag critical policy or systems issues needing resolution by Global Center (GC).
Prepare monthly and quarterly grants performance reports for leadership using RDU and finance standardized metrics and protocols.
Ensure Horizon grant tracking system is up to date
Grant health tracking and performance tool (or equal) available in FOs used regularly (monthly)
RDU and FO Operation units jointly review grant performance, and addressed the issues of concern.
As appropriate or requested, WVZ RDDE supported audit team in ongoing internal and external reviews. Lessons learned communicated to other FOs.
Finance department supported in WVZ burn rate monitoring and actions to improve followed up.
Quality Assurance minimum standards are being used by grant managers.
Grant audits results in green.
WV Horizon grant profiles are up to date
New RDDE and grant management staff are onboarded and trained (Horizon, Proposal Pro/G2G,etc) and aware of WVI core grant standards, policies, database and tools and networks.
Ensure key in RDDE and finance staff are proposal pro certified.
Ensure RDDE and finance are trained in Horizon
Identify capacity gaps or upskilling opportunities for WVZ teams in grant acquisition and management (ie. Horizon, G2G, sub grantee management, technical branding, National resource development, etc.)
Develop a strong successor to be able to take up increasing grant management responsibility.
WVZ staff involved in grants are Proposal pro certified.
Key trainings facilitated as per capacity building needs.
WVZ has up to date Horizon grant profiles.
New hired grant related staff successfully onboarded and capacitated
NO GAM staff attend GAM and FC CoP webinars.
Annual GAM forum managed and facilitated, and actions /issues followed through.
Represent WVZ in the grants community for a and share lessons learned with RO/SO and other FO peers (GAM CoP, Fragile Context CoP, GAM Hubs and Global Grants Compliance Unit
Regularly (weekly/monthly) engage and provide updates to RRD (update meetings, monthly grant tracking reports, quarterly grant reports, grant health trackers, burn-rate reports)
Participate in Regional coordination calls with RRD and WVZ peers (information sharing, learning seminar, global/regional updates and training sessions)
Regularly engage (calls/emails) with key SOs to build a trusting and information sharing relationship
As a member of the WVZ SMT and through regular engagement with the SLT, provide updates on revenue, donor engagement and positioning while contributing to the overall scope of discussion
Participated in annual Regional Grant Acquisition and Management (GAM) forum, and other meetings as pert request.
WVZ RDDE staff attend GAM and Finance CoP webinars.
Monthly. Quarterly grant opportunity reports, quarterly Grant Health Trackers,