Terms of Reference: Quest II Real Time Evaluation-REPOST

Terms of Reference: Quest II Real Time Evaluation
May 2025

LWR QUEST Recovering Businesses Phase 2 – Lebanon

 

Implementation Period:           Jun 2, 2025 - Dec 15, 2025

 

Introduction

QUEST Recovering Businesses Phase 2 will promote economic development, job creation, and social cohesion through a multifaceted approach integrating policy changes, financial and non-financial support initiatives.

The program will continue to target and address marginalized entrepreneurs, especially women and youth of the private sector operating in remote and peri-urban areas along the communities they represent and is considering them a major element to pave a solid pathway for the economic recovery and social stability in Lebanon.

 

The QUEST Recovering Businesses Phase 2 program will focus on three outcomes:

 

1. Support and accelerate business enabling environment and ecosystem for entrepreneurs and enterprises.
2. Provide access to finance for micro and small enterprises to foster expansion, job creation, and economic empowerment.
3. Improve social cohesion among entrepreneurs and community members and increase their business capacity and soft skills.

 

Objectives of the Consultancy

Under the supervision of the Lebanon Programs Director and Project Manager, the Quest Recovering Businesses Phase 2 – Lebanon (Quest II) program funded by kerk in actie “KIA” and implemented by Lutheran World Relief “LWR” Lebanon and local partners is searching for a project evaluation Consultant /content creator that will conduct the real-time evaluation of Quest II program to determine what the program has achieved, what worked, what did not, were the tools effectiveness, relevant and efficient in achieving the program’s objectives? How did the program adapt to the challenges and to the local context and what could be done in the future to meet these objectives effectively and efficiently and how to sustain the program’s successful interventions?

The project evaluation Consultant will evaluate Quest II and its financial and non-financial interventions in terms of relevance, efficiency, effectiveness, coherence, impact and sustainability. The evaluation will compare outcomes against baseline and targets using both quantitative and qualitative data. The assessment should provide insights about the program’s design and performance to enable designers, implementers, and partners to apply lessons learned for future programs and potential new phases of the project.

 

Scope of the Consultancy

Starting from Jun 2, 2025, and ending Dec 15, 2025, LWR anticipates two tiers of analysis: program material/ reports desk review, and field-based research, ending with a presentation workshop.

In preparation for the evaluation, the Consultant will be provided with the following background information documents for desk review:

• The Quest II enterprise assessment baseline and endline reports for small enterprises.
• Criteria for enterprise assessments and reassessments, and reports for the assessments and reassessments.
• Program Fact Sheet Summary
• Access to Finance reports, brochure(s) (Loans/Impact Investment)
• Financial Literacy Training Handout
• Social Cohesion Day Materials and reports
• Maharat Initiative narrative and performance report(s)
• ELDI Initiative narrative and performance report(s)
• Business Coaches Report
• Shared Futures Holistic Approach Document
• Performance Monitoring Plan (PMP) Template
• Pre-Post Loan Monitoring Sheet
• Any other relative materials that the Consultant or LWR Lebanon reckons as needed including the program evaluation and recommendations from Phase I

As part of this evaluation, the Consultant will conduct research using KIIs and FGDs. Questions to achieve desired results, indicators from the PMP and the sample questions provided below will shared with the Consultant. The Inception report has already generated, and the Consultant will be receiving it to continue based on here up on the might adapt or suggest additional or other tools that she/he perceived as relevant to address the LWR and KiA questions below segregated into four categories:

Overall Program Evaluation Questions

• How was the program relevant in the eyes of the beholders and how adaptable it was to the local context?
• Are there any specific areas or aspects of the program that require improvement or adjustment? If so, what are they, and what strategies can be implemented to address them?
• How has the program collaborated with relevant stakeholders, such as government agencies, NGOs, and local communities, to achieve its objectives?
• How effective has the program been in promoting social cohesion at personal (1), relational (2), community (3), and national discourse (4) level, and gender equality?
• How did the program promote economic/financial inclusion and business enabling environment for entrepreneurs?
• What impact has the program had on job creation and economic development in the targeted communities? Evaluate the impact of the program interventions in maintaining, sustaining and creating jobs?
• What lessons have been learned from the program's implementation so far? How can these lessons inform future interventions or similar programs?
• How satisfied are the participants of the program with the support they have received? Are there any suggestions or feedback provided by the participants for program improvement?
• How does the program plan to sustain its achievements and continue supporting entrepreneurs beyond the current program timeline?
• To what extent do participants feel their own objectives were achieved? 
• To what extent do program participants believe the results achieved in the program contributed to improving their overall well-being? To what extent do program participants believe the program responded well to their individual needs?
• To what extent do participants feel more empowered to successfully operate their enterprises because of the program? To what extent do they feel better qualified to identify and manage risks?

Outcome I Program Evaluation Questions

• Evaluate the efficiency and effectiveness of the ELDI “Economic Learning, Dialogue and Inclusion” forum in terms of challenges, objectives, sustainability, impact on the program and on policy makers/stakeholders?
• Did the ELDI Forum advance and influence the financial and economic inclusion in Lebanon?

Outcome II Program Evaluation Questions

• How successful has the program been in empowering entrepreneurs economically and enabling them to develop and scale up their micro and small businesses?
• How many entrepreneurs, women-led/employed and gender inclusive micro and small enterprises have received soft and hard support through the program?
• Have the supported enterprises been able to provide a sustainable, fair, and safe source of income to their owners, existing employees and their families?
• How has the program supported the creation / scale-up of income-generating opportunities for entrepreneurs? How many opportunities have been created / scaled up currently?
• Has the financial support given to entrepreneurs been sufficient for them to develop and scale up their businesses effectively?
• Have the entrepreneurs been able to repay the loan portion of the financial product so far? If not, what factors have contributed to the repayment challenges?
• What challenges or obstacles has the program encountered in achieving its objectives? How have these challenges been addressed?
• Evaluate the impact of the program on local microfinance institutions’ capacities and access to finance products offered for entrepreneurs in the local market. Demand, Supply, Diversification among others...
• Evaluate the impact of the impact investment component on selected investees/enterprises? Opportunities and challenges encountered.

Outcome III program Overall Questions

• To what extent has the program raised awareness about gender-based violence (GBV), fair and safe work conditions?
• How effective/relevant were the social cohesion tools and activities? How could we adapt for the future?
• Evaluate the impact of business coaching on SMEs’ performance, productivity, sustainability and income generating activities among other relevant aspects?
• Evaluate the impact of “Maharat” program initiative on developing skills for interns, engagement with the private sector, sustainability, job creation among other relevant aspects of the program?

Additionally, the evaluation should:

• Evaluate the degree to which the program has met its indicator targets to date.
• Collect stories (anecdotal evidence) from participants that document program’s objectives achievements
• Showcase which program component (s) worked, and in what context?
• Discuss the contextual challenges / developments which emerged (i.e., state of the country, its economy, unrest, etc.) and how they were tackled within the program.
• Compile a list of examples of the ripple effects (positive or negative) caused by the program, on social cohesion and networking, local economic development, financial inclusion and economic growth
• Any other questions that the Consultant sees as relevant.

 

Key Deliverables

To successfully complete the program real-time evaluation, the Consultant must produce and submit the following deliverables, by the dates indicated (dates will vary upon the actual signature date).

 

S/N

DELIVERABLES

DESCRIPTION

DUE DATE

1

Fully Signed Agreement

Sign Agreement for Project Evaluation of Quest phase II between LWR-Lebanon and Consultant

Jun 2, 2025

2

Preliminary Baseline: KIIs, FGDs, recording and data collection

All data collection activities to take place in coordination with LWR and MFIs. All data and research to be shared in Raw format and translated into English. Raw data from Participants surveys will be shared with the Consultant

Jun 16, 2025

3

Preliminary Baseline: Outline of clean data sets

Submission of structure/outline of the preliminary baseline report and clean data sets

4

Draft Preliminary Baseline Report

Submission of first draft of preliminary baseline report for comments. The report should be “external facing” directed to KiA and related stakeholders. It must include initial findings / insight, address all the evaluation questions and provide recommendations

Jul 1, 2025

5

Final Preliminary Baseline Report

Submission of final version of the preliminary baseline report

Jul 7, 2025

6

Preliminary Endline: KIIs, FGDs, recording and data collection

All data collection activities to take place in coordination with LWR and MFIs. All data and research to be shared in Raw format and translated into English. Raw data from Participants surveys will be shared with the Consultant

Aug 1, 2025

7

Preliminary Endline: Outline of clean data sets

Submission of structure/outline of the preliminary project evaluation report and clean data sets

8

Draft Preliminary Project Evaluation Report

Submission of first draft of preliminary project evaluation report for comments. The report should be “external facing” directed to KiA and related stakeholders. It must include initial findings / insight, address all the evaluation questions and provide recommendations

Aug 15, 2025

9

Final Preliminary Project Evaluation Report

Submission of final version of the preliminary project evaluation report

Aug 22, 2025

Preliminary Performance Monitoring Plan (PMP)

Submission of the preliminary PMP, which includes an indicator and activity tracking tables, should be annexed to the final endline evaluation report.

10

Project Evaluation: KIIs, FGDs, recording and data collection

All data collection activities to take place in coordination with LWR and MFIs. All data and research to be shared in Raw format and translated into English. Raw data from Participants surveys will be shared with the Consultant

Nov 1, 2025

11

Project Evaluation: Outline of clean data sets

Submission of structure/outline of the project evaluation report and clean data sets

12

Draft Project Evaluation Report

Submission of first draft of project evaluation report for comments. The report should be “external facing” directed to KiA and related stakeholders. It must include initial findings / insight, address all the evaluation questions and provide recommendations

Nov 17, 2025

13

Final Project Evaluation Report

Submission of final version of the project evaluation report

Nov 24, 2025

14

Final Performance Monitoring Plan (PMP)

Submission of the PMP, which includes an indicator and activity tracking tables, should be annexed to the final endline evaluation report.

15

Draft PPT Presentation

Submission of an initial draft of the PowerPoint presentation, outlining key concepts, visuals, and structure of the final evaluation report

Nov 24, 2025

16

Final PPT Presentation

Submission of the final version of the PowerPoint Presentation based on the final endline evaluation report

Dec 5, 2025

17

Presentation Workshop

Presenting the results of the PowerPoint presentation

Dec 15, 2025

NOTE: All final due dates should be determined based on the data collected from participants identified by the microfinance institutions.

 

Additional Information

• Inception Report, Methodology, Questionnaires have already been developed
• LWR will be collecting the information for the Participants KIIs, not FGD. All other stakeholder data collection will be on the Consultant’s scope of work. The data collected by LWR will be available to the Consultant
• The project is supporting a total of 250 micro enterprises, 40 small enterprises and 40 interns
• Sample size for each of the above categories (MSEs and interns) should have 95% confidence level and a 5% error margin
• There are a total of 3 reports to be developed: the preliminary baseline report, the preliminary project evaluation report and the final project evaluation report. There is no need to develop a final baseline report, however the data collection will still be included in the final project evaluation report.
• Both preliminary baseline and preliminary project evaluation reports will be using the data for the first batches of the participants, approximately as follows: 90 micro enterprises, 20 small enterprises and 20 interns.

Payment Schedule

The Service Provider shall complete all activities by the date specified in the table below. The Deliverable and Payment Schedule also presents the corresponding payment terms as they relate to the deliverables of this assignment. Processing of payments will only commence upon acceptance of deliverables and upon receipt of invoice. Payments will be made within 30 days after receipt of invoice.

S/N

Deliverable/ Task

Final Submission Date

Payment

1

Fully Signed Agreement

Jun 2, 2025

15%

2

Preliminary Baseline Report

Aug 22, 2025

40%

3

Preliminary Project Evaluation Report

4

Project Evaluation Report

Nov 24, 2025

30%

5

Presentation Workshop

Dec 15, 2025

15%

  

 

Consultant’s Qualifications and Application Procedures

This Consultancy is open to individual or firm. The submitted proposals will be assessed using

the three criteria:

 

• Demonstrated capacity to conduct survey, program evaluation, research/studies/assessments of similar magnitude and development themes (especially in the field of enterprise development, gender, market systems, etc.)
• Technical proposal outlining an understanding of the assignment and proposed methodology.
• Cost effectiveness of the proposed budget.

 

LWR is looking for Consultants / institutions with the following qualifications and experience:

• At least ten years of professional experience in conducting surveys, program evaluation with solid experience in conducting and managing enterprise development, gender, or market systems survey and evaluation for similar programs.
• Operational experience with (evaluating) business development and/or recovery programs is an advantage, experience in economic growth; financial service is a plus.
• At least a bachelor’s degree in economics, statistics, or other relevant disciplines. Master’s level degree or higher is an advantage.
• Demonstrated capacity to analyze qualitative and quantitative data in a systematic way.
• Demonstrated ability to present complex information in a concise, clear and accessible way.
• Have excellent writing and presentation skills (in English), and have outstanding analysis, and communication skills.
• Have excellent command of Arabic in speaking, writing and understanding Arabic.