Delivering Training and Technical Assistance - Administration for ...

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APPENDIX ISample Work Plan TemplateThis sample template comes from New Detroit, http://www.newdetroit.org, a leadership coalition providingcapacity building to organizations in the areas of organizational development, program development,information technology, financial management, research, evaluation, fundraising, strategic planning, andboard development.New Detroit uses the work plan tool as part of a collaborative exercise with beneficiary organizations,supporting the organization as it creates its own work plan using the results of the organizational assessment.This process engages the beneficiary organization, helping the organization understand the goals andactivities of the TA engagement. The completed work plan facilitates the implementation, management, andmonitoring of the TA engagement by New Detroit.WORK PLAN TEMPLATENeeds/Assumptions(Key Assumptions)List the categoryneed of yourorganization, at leasttwo reasons for theneed, how the needwas documented,and the date it wasdocumented.ActivitiesList the proceduresthrough whichyour organization isbuilding capacity.OutputsList the product and/or units of serviceprovided to increasecapacity (such asnumber of hours ofservice provided).OutcomesList the changesthat occur for faithbasedand communityorganizations, as aresult of increasedcapacity as it relates tothe 5 CCI Goals.Indicators(PerformanceMeasurement Guide)List the specific,observable conditionsthat are evidence thatyour organizationis increasing itscapacity and havingthe intended resultsand achieving itsoutcomes.LeadershipDevelopment• Board developmentReason1. Limited boardengagement2. Narrow fundingapproachNeed Documented• Organizational assessment• On-site visitDate DocumentedJanuary 2010ActionsDevelop roles andresponsibilities forboard membersPerson ResponsibleConsultantInitiate Date3/26/09End Date4/26/09• 5 hours with consultant• 3-year planExpanded our organization1. 5 board memberswill participate ina 2-hour boardorientationa. 100% of boardmembersparticipated in aboard orientationby 4/26/09as measuredby attendancesign-in sheetsExpanded the activitiesof the board1. Board membersreviewed andapproved annualbudgeta. Measured bykeeping minutesand attendanceof boardmeetingsAppendix I | 44
APPENDIX JChange Readiness Self-AssessmentUse this checklist to determine if an organization is ready for change.CONSIDERATIONRATINGScale of 1-5 with5 being the mostpositive or favorableconditionComments or Recommendations forImproving Readiness1. Is there a clear statement of requiredchange?2. Are positive consequences for change(and negative consequences for theabsence of change) well described?3. Have similar changes been successful inthe past?4. Are both informal and formal leadersprepared to carry the message?5. Do leaders display their agility andreadiness for change (lead by example)?6. Is the organization/program focused onspecific elements of change (to avoid toomuch going on at the same time)?7. Has the organization shown a “constancyof purpose” to counter the element ofresistance that says, “We’ll just wait themout and this will pass”?8. Are key people and sub-groupssupportive of the change?9. Are people taken care of whenchange disrupts the organization andemployment opportunities?10. Are people properly trained for new workrequirements?11. Do appropriate avenues forcommunication exist?12. Do staff members see a need for change?13. Do people feel they have a stake in theoutcome?Appendix J | 45
Page 1 and 2: STRENGTHENING NONPROFITS:A Capacity
Page 3 and 4: INTRODUCTIONThe Compassion Capital
Page 5 and 6: Creating a Training PlanIf your org
Page 7 and 8: Key considerations for the ANALYSIS
Page 9 and 10: Key considerations for the IMPLEMEN
Page 11 and 12: • On a sticky note or index card
Page 13 and 14: There is flexibility in how TA is p
Page 15 and 16: Alternatively, if you are providing
Page 17 and 18: work plan will serve as the roadmap
Page 19 and 20: Examples:• Increased the number
Page 21 and 22: Past Experiences• The organizati
Page 23 and 24: TA providers need to ensure that co
Page 25 and 26: • Collaboration. Providing TA on
Page 27 and 28: PRODUCTZoho Meetinghttp://meeting.z
Page 29 and 30: PRODUCT COST SECURITYADMINSKILLLEVE
Page 31 and 32: 3. Manage Changea. Identify and mit
Page 33 and 34: APPENDIX BWriting Learning Objectiv
Page 35 and 36: APPENDIX DLearning StylesWhen you d
Page 37 and 38: APPENDIX FOrganizational Capacity A
Page 39 and 40: We have the right staff to effectiv
Page 41 and 42: APPENDIX GDocument ReviewThis list
Page 43: TIME PERIODThis Memorandum of Agree
Page 47 and 48: APPENDIX KAdditional ResourcesWeb-b

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