Expert Trainer On Strategic Planning And Risk Management - Expand Your Horizons (Eyh) Project

1. Background: Expand Your Horizons (EYH), is a three year USAID-funded project, which aims to build the technical and professional capacity of Lebanese organizations and their employees to play a more effective role in their community. This project is made possible by the generous support of the American People through the United States Agency for International Development (USAID). The project aims to achieve this through: Strengthening the capacity of 150 organizations from various sectors and 400 of their employees in selected core skills and competencies through training and follow-on support activities. Increasing communications and networking among participating organizations and individuals. EYH will be outsourcing trainings for the selected organizations to highly qualified training providers based on the needs identified in the project’s assessment process. In order to do so, EYH is issuing the following Request for Training Proposals (RFTP). The purpose is to solicit proposals from qualified training providers who have the capacity to develop and deliver training workshops. These workshops must be designed to support the skills and knowledge of development professionals as guided and indicated in the details of the RFTP below. 2. Training Topic and Objectives: EYH is commissioning a four-day customized training on strategic planning and risk management for local civil society organizations working on alleviating socio economic burden of Lebanese communities in underprivileged areas. The training should focus on developing strategic planning systems that take into consideration risk management planning and is directly translated into the programmatic framework of the organization. The training will be delivered for ten to fifteen mid-level and senior professionals in Lebanon working in local civil society organizations. Specifically, the Training Service Provider is expected to meet the following desired training objectives: Gain skills and capacity to analyze the context and the situation of their work Familiarize participants with principles and fundamentals of strategic planning Strengthen the participants’ capability in developing strategic objectives and comprehensive strategic plans for their organizations. Enhance the capability of the participants in recognizing, planning, and managing risks internally and externally in order to reach the organization’s strategic objectives successfully. Introduce participants to the Risk Management Matrix and the need to develop mitigation strategies based on it Provide trainees with the ability to develop strategic and risk management plans in their financial planning. 3. Methodology: The methodology needed for this training should revolve around participatory adult education techniques. The training should not rely heavily on traditional lecturing, and instead focus on practical issues and is activity-based, with each training session offering a range of activities designed to convey clearly identified training objectives. Service providers are expected to share in their training proposal in addition to the agenda of the training, an explanation of the training methodology to be used to achieve EYH objective. Training material should include up-to-date information and new tools with practical examples and case studies that will aid the trainees in implementing their strategic plans. The selected training service provider is expected to: Prepare and design modules of training in response to training objectives set by EYH Share the outline of training modules and the brief content of each topic in English with the EYH team for approval before the training Share all relevant training material with EYH team two working days before the training including handouts, PowerPoint presentations, and other relevant material. Deliver the training and work with trainees on developing their IDPs Submit a training report at the end of the training 4. The Individual Development Plan (IDP) The IDP is an action plan for measuring change in the individual and the organization. The IDP, which EYH works with individual trainees to start its development, should describe what each trainee should expect to accomplish through training and how their new skills and knowledge will contribute to their organization’s development plan already prepared by EYH. Training providers need to allocate adequate time and assistance to coach participants create this action plan in the last day of the training. 5. Trainee Background All trainees will be mid and senior level professionals mostly in the field of Lebanese civil society working on alleviating socio economic burden of Lebanese communities in underprivileged areas and are decision makers within their organizations. 6. Language of Training Training will be delivered in Arabic. 7. Training Process and Timeline The consultancy is expected to begin in the last week of September. Action Due Date Responsibility of Submission of Training Proposals to EYH September 19 Consultant/Training Service Provider Review applications/short list/service procured/contract signed Last week of September EYH Inception meeting with EYH to agree on methodology and training outline Last week of September Consultant and EYH Training Delivery October 2013 Consultant Report Submission October 2013 Consultant 8. Outputs Expected outputs include: Building capacity of 10-15 Lebanese civil society professionals on planning and implementing effective strategic and risk management systems. Sharing with EYH the training material in Arabic. IDP Action plan for each trainee based on already developed EYH material. End of Training Report in English a maximum of one week after the completion of the training. 9. Budget Training service provider is expected to provide a budget covering daily rate and trainer’s fees that are reasonable and comparable to market prices. The trainer should charge for the two days of preparation required for the training, delivery of the training over the course of five days, and one day of final training report writing and wrap up. Trainers are not responsible for all training logistical issues such as production of training material, stationary related to the training, booking and reservation of the venue, etc. A detailed budget should be included as part of the training proposal submitted and outlined below. Prices must be quoted in USDand include all expenses necessary to perform the contract including VAT. 10. Training Service Providers Profile EYH is looking for local training service provider with a strong record in Strategic Planning and Risk Management. The TSP can be a registered commercial company, NGO, or an individual consultant with a proven track record and credibility within the field of training. The specific skills and competencies we seek include: At least 5 years proven knowledge and experience in facilitation and training delivery on strategic planning and risk management. Excellent writing and verbal communication skills in English and Arabic; Excellent communication and interpersonal skills; and Familiarity with issues and peculiarities related to Lebanese civil society sector. The training provider should during the training: Acknowledge and value diversity of experiences and operational environments; Encourages dialogue, sharing of knowledge and participation; Be supportive, rather than prescriptive, in building individual participants’ skills and expertise; and Encourages participants to be responsible for their own learning. 11. Training Proposal Required Documentation: Training service providers with the experience and skills described above are invited to submit the below in English: CV of trainers with references including names, organization, and contact information for three (3) referees who can provide insights regarding skills, qualification and delivery of requested training services. A cover letter of no more than 2 pages introducing the training service providers experience and how the skills and competencies described above are met, with concrete examples. Please also use this cover letter to indicate date availability. An outline of no more than 4 pages of the proposed methodology, modules and key considerations tackled in this RFTP. The proposal should include who the training service providers intends to achieve desired training goals mentioned above. A 1-page budget covering all allowable costs. One example of a previous similar task.