<IMPLEMENTING AGENCY>ORGANISATIONAL DEVELOPMENT PLAN
Caritas development fund (CDF) application form 2015-2017
Cover Page
<Implementing agency>:
<Prepared by>:
Date:
- backgrOund information
Name of the person responsible for completing the CDF application:
Position:
The applicant MO is member of one or more of the Caritas Europa working structures, namely:
If the applicant MO is not active in any of the Caritas Europa working structures,
please describe itsintention to be actively committed to the network.
E-mail address:
Telephone number office:
Telephone number mobile:
- Three-year development plan - outline
2.1 Contents:
2.1.1Mission and vision of the organisation
2.1.2Analysis of context
The applicant provides athorough contextual analysis giving a complete picture of the internal (organizational) context as well as of the external context (social, economic, political)in which the organisation is active.
2.1.3Problem statement describing the problems that have been identified following the self-assessment and that need to be addressed in order to gain increased financial autonomy
The applicant specifies whether or not the priorities identified coincide with the priorities identified by using the Caritas Europa Common Management Standards (CE CMS) and/or Caritas International Management Standards (CI MS) self-assessment tools. Please specify if your identified prioritieswhich are not included in these self-assessment tools.
2.1.4The strengths of the organisation as identified following the self-assessment
Please enumerate the identified strengths.
2.1.5Clear objectives to be reached over the 3-year period
The applicant shows that there is a clear vision on how the organisation will increase its income for structural costs in the long run and that there is a visible link to organisational development and capacity building; the objectives must be directly linked to the problems identified.
2.2.TIMING:
A timeline reflecting the benchmarks (which problems will be dealt with in which year).
Priorities / 2015 / 2016 / 20172.3. BENEFICIARIES (0.5 page)
The applicant describesthe direct and indirect beneficiaries of the action reflected in the development plan.
2.4.RISK ANALYSIS (0.5 page)
The applicant provides a complete description of possible problems linked to achieving the results and more importantly identifies the solutions (contingency plans) that will be implemented in case those problems indeed occur.
2.5. Monitoring and evaluation (max. 1 page)
The applicant describes how the progress made in implementing the development plan will be monitored: Who will do it? What methodology will be used? What is the timeline for the years 2015-2017?
Similarly, the applicant will describe the internal and the external evaluation, addressing the same points.
2.6. estimated costs
The applicant inserts the estimated (100%) costs foreseen for the below years.
YEARS / TOTAL IN EURYear 1 (2015)
Year 2 (2016)
Year 3 (2017)
TOTAL (2015-2017)
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<IMPLEMENTING AGENCY>ORGANISATIONAL DEVELOPMENT PLAN
3. detailed Workplan for the implementation of year 1 of the development plan
3.1. Contents (1 page)
3.1.1Description of the priority(ies) to be addressed in the first year
The applicant formulates clear objectives to be achieved in year 1 (corresponding to the 3-year plan)with objectively verifiable indicators of achievement.
3.1.2The activities by which the results can be achieved
The applicant makes sure that the link between priorities, resultsand activities is clear and that there is a clear difference between the three levels.
3.1.3Risks relating to achievement of foreseen results
The applicant provides a complete description of possible problems linked to achieving results and, more importantly, identifies the solutions/contingency plans that will be implemented in case those problems indeed occur.
3.2TIMING
The applicant provides a timeline reflecting the benchmarks for activities in 2015.
3.3BUDGET (including part of structural costs)
The budget must be realistic and related to the objectives and activities proposed. There must be a clear link to the financial sustainability of the applicant organisation. The budget is progressively reduced over the three years.
A detailed budget covering the work plan of year 1 and a detailed description of your own contribution to the work plan (25% minimum) will be required to introduce in the CDF financial template (excel file). Please fill in the below table.
Year 2015 / AmountTotal budget for the year 1
Own contribution (25% of the
total budget year 1)
3.4INVOLVEMENT OF THE DIOCESAN OFFICES (if relevanT)
The applicant describes how the diocesan Caritas organisations are involved in the work plan (if applicable).
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3.6detailed overview of the work plan for year 1
Priorities:(Insert rows if you need to add more priorities) / WHAT
(Results) / HOW
(Activities) / WHO / WHEN / MEANS / INDICATORS / RISKS
Priority (ies) for year 1 as identified by using the CE CMS and/or CI MS self-assessment toolor identified in another way / Resultsthat need to be achieved relating to the problems / Activities that will contribute to reaching the objectives / Person or group responsible for the activity / Activityfinished on / External inputs required / Concrete criteria to measure the achievement of the results / Risks that can influence achieving the results
1. / 1.1 / 1.1.1
1.1.2
1.1.3
1.2 / 1.2.1
1.2.2
1.2.3
1.3 / 1.3.1
1.3.2
1.3.3
2. / 2.1 / 2.1.1
2.1.2
2.1.3
2.2 / 2.2.1
2.2.2
2.2.3
2.3 / 2.3.1
2.3.2
2.3.3
3. / 3.1 / 3.1.1
3.1.2
3.1.3
3.2 / etc
3.3
4.
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<IMPLEMENTING AGENCY>ORGANISATIONAL DEVELOPMENT PLAN
Organisation FactsName of the organisation
Legal status of the organisation (NGO, Church organisation, etc)
Year of foundation
Mission
Profile
Nr of the dioceses offices
Core programs / projects
Target groups and beneficiaries
Recent measures of success (top 3 in 2013): / 1.
2.
3.
Human Resources / executive team
Total number of employees in the national office
(please attach the organisational chart)
Does your organisation have a management team? If yes, who are the members of it? (please enumerate the key positions)
President of the organisation (name)
Please specify the type of governing body (Board of directors, Bishops’ Conference, etc)
Please list the MO technical expertise for the issues addressed in the OD plan
Please specify if the applicant MO has sufficient management capacity, including staff, equipment and ability to handle the budget for the implementation of OD plan or if it’s necessary to rely on external consultancy
Please enumerate the needs for capacity building
Finances
Revenue / Year 2013(in Euro)
Revenue / Year 2012(in Euro)
Main funding sources / Year 2013 (partners)
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