Programme management: memory work

This Key list presents manuals and tools designed to assist non-governmental and community-based organisations to put in place effective management systems, start and run successful programmes and plan and implement all stages of the project cycle, including planning, finance, monitoring and evaluation, proposal writing and fundraising. These resources are tailored to the needs of the lay reader and the inexperienced practitioner. They provide practical guidance and suggest exercises and learning activities, and include samples of procedures, budget templates, worksheets and checklists. Some of the resources emphasize participatory, child- or gender-inclusive approaches to planning and management, and others are particularly relevant to HIV and AIDS programmes and projects.

We welcome your feedback: please send comments or suggested additions to sourceassistant@hi-uk.org.

Selected resources

Financial management

Project budgeting and accounting

BOND
Ed
2003

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This useful brief sets out the basics of project budgeting and accounting clearly and concisely. It identifies the processes involved in budgeting, planning, monitoring and reviewing, each of which is explained in key stages. Contains a list of useful tips and a glossary of technical terms. Gives examples of a budget and actual statement and of an income and expenditure account. These guidance notes are drawn from a training course conducted for BOND

Fundraising

A guide to fundraising

HAYES, Ernest
ALIN, Fadumo
GINNEKEN, Lia van
February 2006

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A brief and very accessible guide to fundraising, primarily developed for NGOs and project managers. Fundraising is an essential component of an organisation's strategic management and its professional profile. The document discusses the three processes involved in fundraising, the process of professionalism (establishing an organisation), the planning of a project and finding money for the project

Programme and project management

Comprehensive participatory planning and evaluation

LEFEVRE, Pierre
et al
December 2000

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This publication aims to assist individuals and organisations in planning and evaluating interventions in a flexible, comprehensive and participatory manner. Comprehensive participatory planning and evaluation (CPPE) makes use of both casual and dynamic models and offers a high degree of participation, with increased sense of self-esteem and ownership. It is implementation-orientated and can be applied to a number of situations, including programmes and projects. This guide is clearly written, and the CPPE approach is effectively illustrated in simple steps. Covers a range of topics, including problem assessment, intervention identification, planning, setting up a monitoring and evaluation system and proposal writing. The annexes contain two case studies, practical suggestions for planning workshops and a useful checklist

The project cycle : a teaching module

MOYNIHAN, Maeve
et al
2003

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The manual provides 15 to 16 hours of direct teaching on the project cycle, which involves a number of events that bring the NGO back to where it began so that it can start the cycle again. It enables trainees to locate planning, implementation and evaluation in the project cycle, and list what is needed to make a good plan: good objectives, good information, good colleagues, community involvement, transparency, a knowledge of best practice, action plans, financing and monitoring.
It describes why and how the community should be involved throughout; explains why planning includes action plans; defines monitoring and gives a couple of examples; defines evaluation; names and explains some criteria for evaluation

The Synergy APDIME program management toolkit : resources for HIV/AIDS program managers

SYNERGY PROJECT
2006

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This electronic resource aims to assist programme designers and managers in HIV/AIDS prevention, care and support programming in developing countries. It includes tools such as worksheets, budget templates, survey instruments, data and software produced by a variety of organisations working on these issues. APDIME stands for the stages in the programming cycle: Assessment, Planning, Design, Implementation monitoring, and Evaluation. Each module is clearly organised in key stages and tools include worksheets, budget templates, survey instruments, data, software and links to related resources

Organisational development

How to build a good small NGO

ALIN, Fadumo
et al
2006

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A user-friendly and practical guide on how to build and run a small non-governmental organisation (NGO). This manual aims to build good practice into NGOs, and to help recognise, address and solve a range of problems. The manual covers all key aspects of running a small organisation, including identifying mission and purpose, planning, getting legal status, building sustainability, monitoring and evaluation, financial management and fundraising. Each section includes exercises and useful examples. This publication is intended for those starting an NGO and also for small organisations seeking to improve their performance and effectiveness

NGO manager : management tools and information for nonprofits worldwide

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The NGO Manager website provides a selection of management tools and key articles which are available on the internet free of charge. The NGO Manager E-Library contains links to more than 300 commented publications. Covers all aspects of programme and NGO management, including organisational development, performance management, financial management, human resources, communication and marketing

Renewing our voice : code of good practice for NGOs responding to HIV/AIDS

CABASSI, Julia
2004

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This publication outlines a set of guiding principles for NGOs responding to HIV and AIDS and for effective HIV and AIDS programming. It adopts a human rights approach, with an emphasis on meaningful involvement of people living with HIV or AIDS and affected communities. Covers how to build partnerships, accountability and transparent governance, organisational management, programme planning, advocacy, research and scaling up. It also looks in detail at good practices for HIV prevention, voluntary testing and counselling, treatment, addressing stigma and mainstreaming HIV and AIDS within development and humanitarian programmes