Category: 'Identifying'

 

CSI Connect Webinar Notes: Project Selection and due diligence, February 2014

Notes from the CSI Connect webinar: Project Selection and due diligence held on the 20th March 2014.

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Due Diligence Step by Step Guide

This step by step guide is a document that USAID uses to assess the suitability of  a private sector partner. It provides a good template and checklist that can be used to develop your own assessment process.

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Assay the Charity – Finding the right NGO

This short and sharp article outlines the importance of choosing charities by using the “head” and not just the “heart”. It provides some good tips and a checklist that could assist you in choosing a NGO to support.

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Global Giving Due Diligence Application

This document is an online application form, which gives a good example of questions to ask when conducting a due diligence. It can be used to highlight important aspects to consider when conducting your own due diligence process.

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Company: Proposal unsuccessful letter

If possible, it is recommended that companies give feedback to organisations if their proposal was NOT successful. This document provides a template for this letter.

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Company: Proposal Acceptance Letter

It is important for companies to acknowledge in writing that they will be funding an organisation. This letter should clarify the criteria for funding, what will be funded, how much should be funded and stipulsate the terms and conditions. This document provides a template for this letter.

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Project Needs Assessment

This document provides a guideline on what to look for when assessing proposals to ensure that real and not perceived needs are addressed. It is a useful tool for identifying what projects to support as well as provides questions to ask NGOs from the proposals that you receive.

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Funding Application form

This provides a template for an application form that companies and foundations can use to assess NGO proposals. It can be used as an example and guideline which can be adapted as needed. It has been left as a word document in order to make it easy to adapt.

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Project Cycle Management

PCM provides a practical means on how to better plan and manage projects to ensure success and sustainability.

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