Technical Assistance for
Civil Society Organisations
Regional Office
CSO Management
Course Objectives
Technical Assistance for
Civil Society Organisations
Regional Office
CSOs agenda
furthered
CAPACITY DEVELOPMENT of CSOs
Trainer’s training
Practice (coaching)
Training CSO Man.
This project is funded
by the European Union




Technical Assistance for
Civil Society Organisations
Regional Office
1. EXPERIENCING
Case studies
Role play
Sharing of experience
Examples from the
practice
 Mind-set changing
interactive exercises
 Games
 Group work
 Case studies
 Personal
advising,
4. APPLYING
2.PROCESSING
facilitation
and coaching,
 Group work (3)
supervision
 Discussions
 Practising
3. GENERALISING
tools
 Mini-lectures
 Detailed handouts
 Presentation of tools
This project is funded
by the European Union
IDOS Working Definitions
Technical Assistance for
Civil Society Organisations
Regional Office
• Institutional Development is:
Creation or reinforcement of a network of
organisations and/or the external operational
framework to effectively generate, allocate
and use human, material and financial
resources to attain specific objectives on a
sustainable basis
• Organisation Strengthening is:
Measures to improve the organisation’s
capability to execute selected activities to
achieve its objectives (mission)
This project is funded
by the European Union
Institutional vs. Organisational Asses.
Technical Assistance for
Civil Society Organisations
Regional Office
• Institutional assessment (IA) focuses on the
external working environment of organisations
(positioning and relationship vis-à-vis other
players and the formal and informal rules and
conditions under which the game is played)
• Organisation assessment (OA) focuses on the
internal capacity of an organisation to play its
intended role (are we able to perform well
given our role and position in the playing field).
• Therefore IA precedes OA!
This project is funded
by the European Union
Request
Technical Assistance for
Civil Society Organisations
Regional Office
Diagnostic Steps
Intake
(BQ / Process Set-up)
Analysis
Organisation
Analysis
Institutional
Analysis
Fact Finding
Assessment
Opportunities
& Threats
Recommendation
and Feedback
Strengths &
Weaknesses
(Strategic Orientation)
Implementation
intervention
This project is funded
by the European Union
Integrated Organisation Model (IOM)
Technical Assistance for
Civil Society Organisations
Regional Office
Factors: economic, technical, political, socio-cultural influences
Input
Structure
Systems
Mission
Strategy
Organisation
Management
Style
Culture
Staff
Output
Actors: suppliers, financiers, competitors, partners, target groups
This project is funded
by the European Union
A good Basic Question has:
Technical Assistance for
Civil Society Organisations
Regional Office
• A clear description of the issue at stake
• A clear identification of the subject of
analysis
• Performance criteria to be assessed
• Main actors to be involved in the exercise
• Open ended and action oriented
This project is funded
by the European Union
Quick Scan exercise
Technical Assistance for
Civil Society Organisations
Regional Office
• Identify the first Basic Question.
• Describe outputs, mission and inputs of the
organisation.
• Pose questions to understand how the
various elements relate to each other in
terms of feasibility, efficiency and
effectiveness.
• Make a first analysis/Draw initial conclusions.
• Reformulate, if considered necessary and in
agreement with the ‘problem-owner’ the
Basic Question and/or formulate subquestions
This project is funded
by the European Union
Technical Assistance for
Civil Society Organisations
Regional Office
Environmental Scan
Integrated Organisation Model (IOM)
Technical Assistance for
Civil Society Organisations
Regional Office
Factors: economic, technical, political, socio-cultural influences
Input
Structure
Systems
Mission
Strategy
Organisation
Management
Style
Culture
Staff
Output
Actors: suppliers, financiers, competitors, partners, target groups
This project is funded
by the European Union
Environmental scan
Technical Assistance for
Civil Society Organisations
Regional Office
To identify external factors
concerning access to supplies,
demand, policy setting and
collaboration / competition that
help (= opportunity) or hinder (=
threat) the delivery of CSO
outputs.
This project is funded
by the European Union
Steps Environmental Scan
Technical Assistance for
Civil Society Organisations
Regional Office
1.
2.
3.
4.
5.
Brainstorm on factors that influence work of your
case CSO for each of the following dimensions:
– Policy/regulations
– Supply/resource base/input
– Demand/output
– Competition/collaboration
Identify the impact of the external factor as
positive (opportunity) or negative (threat): put
them on cards
Identify the probability (how likely is it to happen?)
Identify the span of control over the external factor
Place each factor in the diagram
This project is funded
by the European Union
Technical Assistance for
Civil Society Organisations
Regional Office
Staff Motivation
Technical Assistance for
Civil Society Organisations
Regional Office
Systematic approach in staff
motivation
• Individual characteristic ( personal
capacities, needs, attitude)
• Job characteristics (responsibility, clear
and understandable tasks, learning
opportunities, nature of job)
• Working environment ( policies and
systems, organizational culture, structure,
management style, colleagues).
This project is funded
by the European Union
NO
Technical Assistance for
Civil Society Organisations
Regional Office
Clear task
Clarify
Yes
Is staff
competent
NO
Staff development
Yes
Is organization have
capacity?
NO
Strengthen
organizational
capacity
Yes
Is staff
willing?
NO
Establish incentive
system
This project is funded
by the European Union
Technical Assistance for
Civil Society Organisations
Regional Office
From SWOT to SOR
Organisation Diagnosis process
Strategic
Orientation
= set priorities
Total inventory of
S, W, O, T
BQ =
purpose
of OA
SWOT analysis
Intake
Technical Assistance for
Civil Society Organisations
Regional Office
Planning &
Implementation
selected Cap.
Building
interventions
This project is funded
by the European Union
Steps in Strategic Orientation
Technical Assistance for
Civil Society Organisations
Regional Office
1.Define the entity or problem area
2.Identification of Strengths, Weaknesses,
Opportunities and Threats
• External Analysis: OT
• Internal Analysis: SW
3.Develop Strategic Options
• Convert (clustered) Opportunities and
Threats in Strategic Options
• Rate the relevance of Strategic Options to
Basic Question (s) (L/M/H)
This project is funded
by the European Union
Steps in Strategic Orientation
Technical Assistance for
Civil Society Organisations
Regional Office
4. Matching Strategic Options with Strengths
and Weaknesses
• Use the Strategic Orientation Matrix
• Identify the combinations that will have the major
positive impact on the entity/problem field
5. Formulate Major Strategies
• Formulate strategies for those combinations that
provide the highest positive impact
6. Follow up
• Identify areas for further investigation
• Or if possible, formulate strategic plans for each
strategy
This project is funded
by the European Union
BQ to planning
Technical Assistance for
Civil Society Organisations
Regional Office
1. Basic Question
Opportunities +
Threats
2. IOM
Strengths +
Weaknesses
Opportunities +
Threats
NOW
3. Strategic Options
WANT
4. SOR
Strat. Options
5
CAN
8
S
2
3
2
4
1
Operational
Planning
2
W
1
4
2
5
3
This project is funded
by the European Union
Technical Assistance for
Civil Society Organisations
Regional Office
From SOR to Change
Technical Assistance for
Civil Society Organisations
Regional Office
The Love Story of Irina
and Marek
This project is funded
by the European Union
Technical Assistance for
Civil Society Organisations
Regional Office
Change as Organisational
learning
Awareness of
need to change
Doing /
Re-doing.
FactFinding /
Monitoring
Reflecting
Analysis
Ability
to change
Willingness
to change
Build capacity
Assessment.
Planning
Deciding
Thinking
Commitment
to change
This project is funded
by the European Union
Technical Assistance for
Civil Society Organisations
Regional Office
Dilemma in
Organisational Learning
Situation: An alliance of 8 CSOs is implementing a programme to lobby
/ advocate the need for community participation among senior
government staff and politicians. Progress in the implementation of
the programme appears to be slow.
As programme manager you did a round of consultations among staff
of the participating CSOs from which it appears that around 40% of
the people state this is caused by the unclear task distribution (many
activities allocated to more than one CSO, hence nobody takes
responsibility). Around 25% of people interviewed indicate they don’t
really feel that progress is slow, since it is a long term process. The
remaining people (approx 35%) agree that progress is slow, but are
not sure why or give other reasons.
Do you now start a process to clarify task distribution?
Issue: not all people in the organisation in same phase of learning
cycle.
This project is funded
by the European Union
Technical Assistance for
Civil Society Organisations
Regional Office
Some shortcuts to avoid
learning
Awareness
Doing
New Doing
Ability
Pragmatist
shortcut
Deciding
Explorer
shortcut
Reflecting
Academics
shortcut
Jump to
conclusion
Commitment
Willingness
Thinking
This project is funded
by the European Union
3 Dimensions of resistance
Technical Assistance for
Civil Society Organisations
Regional Office
Content
Person
Process
This project is funded
by the European Union
Individual Assignment
Technical Assistance for
Civil Society Organisations
Regional Office
• Conduct an organisation diagnosis for your own
organisation. Select a ‘real’ performance
concern, preferably in consultation with
colleagues.
– Don’t make it too complex.
– Close to your own area of responsibility
•
•
•
•
Formulation Basic Question: 12 March
SWOT inventory:
8 April
SOR matrix + tentative strategies: 22 April
Send results to your personal coach for
comments.
This project is funded
by the European Union
Technical Assistance for
Civil Society Organisations
Regional Office
e-Coaching
• Irma and Ljiljana will be coaches
– Comment on results of your work
– Answers to questions related to process
use e-learning environment.
This project is funded
by the European Union