Terms of Reference Senior Short-term Training Manual Development Expert on Advocacy and Policy Influencing for Social Change

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Technical Assistance for
Civil Society Organisations
Regional Office
This project is funded
by the European Union.
Technical Assistance Service Contract for the implementation of the project
“Capacity Building of Civil Society in the IPA countries and Territories (Albania, Bosnia and
Herzegovina, Croatia, the former Yugoslav Republic of Macedonia, Kosovo under UNSCR 1249/99,
Montenegro, Serbia and Turkey)
EuropeAid/127427/C/SER/Multi
TERMS OF REFERENCE
Senior Short-term Training Manual Development Expert on
Advocacy and Policy Influencing for Social Change
Background of the assignment
The general objectives of the regional project Technical Assistance for Civil Society Organizations
(TACSO) are to strengthen the overall capacities and accountability of Civil Society Organizations
(CSOs) within the IPA beneficiaries (Western Balkan and Turkey), to guarantee the quality of
services of CSOs and create a sustainable role for the CSOs in the democratic process. The main
purpose of the project is to:
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Increase and improve the capacity and actions of CSOs and to
Improve the democratic role of CSOs.
An important activity under this heading is the implementation of regional and national courses,
which aim to increase the capacity of CSO representatives from the region in a number of key areas
offering them new knowledge on contemporary methodologies and techniques as well as the
opportunity for practical application. In the period 2010-2011 TACSO will have implemented more
than 200 courses at the regional and national level presented in TACSO Course Catalogue
2010/2011.
As part of its effort to increase and strengthen the capacities of the CSOs TACSO is in the process of
developing a „Training Manual Advocacy and Policy Influencing for Social Change“for the CSOs in
the region. The manual will be designed to be a resource for CSOs (managers, coordinators,
communication officers, campaign officers etc.) as well as the trainers conducting trainings in the
field of advocacy and policy influencing. The Manual is supposed to also serve as a resource
material for the development of TACSO Online Courses in the future.
A consultant (organisation or individual) will be recruited to undertake the design and
development of „ Training Manual Advocacy and Policy Influencing for Social Change“.
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Technical Assistance for
Civil Society Organisations
Regional Office
This project is funded
by the European Union.
Scope of the assignment
Under the direct supervision and guidance of the Regional Training Coordinator, and in
consultations with Team Leader, the consultant will undertake the following tasks:
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Propose a draft outline of the content of the Training Manual based on this ToR and the
materials developed during the regional training on the topic;
Collect the relevant practical examples, cases, figures, statistics etc. from the Civil Society
context in the region;
Develop a draft and final version of the Training Manual to a standard acceptable to TACSO
that does not exceed 50 A4 pages, Times New Roman 12;
Develop a toolkit adequate for the content of the Manual (note that toolkit is not included in
the max A4 50 pages of the Manual).
The final Training Manual must:
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Define and explain key concepts related to advocacy and policy influencing;
Present and explain CLASP principles on which policy influencing actions should be based;
Present and explain all the steps in the Policy Influencing Cycle
Present and explain how to:
o identify the policy issue and define the message
o conduct stakeholder analysis and audience targeting
o scan the policy and decision making process
o conduct a strategic and effective advocacy
o conduct networking and alliance building
o measure results etc.
Give practical examples, cases, success stories etc. from the CSOs in the region that illustrate
the conceptual part of the Training Manual;
Provide a detailed instruction on practical application of the presented tools;
Be written in an interactive and inspiring way so that it encourages reflection , learning
culture, dialog and inclusion (include discussion questions at the end of each chapter);
Deliverables and timeframe
The consultant will perform required duties within a period of up to 30 days in the period between
15 November and 20 December 2010.
The consultant is responsible for the following deliverables:
Deliverables
Deadline
Submission by the Consultant of draft work plan, final concept
paper, outline of training manual and accompanying tools
15 November
2010
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Technical Assistance for
Civil Society Organisations
Regional Office
This project is funded
by the European Union.
Formal agreement by TACSO of draft work plan, concept paper,
outline of training manual and accompanying tools
16 November 2010
Submission of draft version of the training manual to RTC,
including suggestions for case material
1 December 2010
TACSO feedback and comments on training manual shared
with the Consultant
6 December 2010
Presentation by the Consultant in Sarajevo of revised final
version of the training manual with integrated feedback and
comments from TACSO
13 December 2010
Formal submission of final version of training manual,
incorporating received feedback, in soft copy by email in pdf
and word format
20 December 2010
It is important to emphasise that appropriate approach and content will be chosen by the
consultant. The parameters outlined in the ToR should be taken as indicative. It is expected that the
elaboration of a detailed content of the Training Manual will be finalised in close cooperation with
the Regional Training Coordinator. The Consultant might be required to come to the TACSO
Regional office in Sarajevo for final agreement on the manual contents.
Training Manual must be written in the English language. TACSO is responsible for proof-reading,
final formatting, editing and layout of the Manual.
Competences and qualifications
Education:
 University degree in social sciences with focus on organisational development, or other
relevant discipline;
 Advanced degree is an asset.
Experience:
 Proven and substantial experience designing and developing training manuals to finalised
status, or materials of similar kind;
 At least ten years’ experience in the field of advocacy and policy influencing, preferably in
the context of Civil Society in the Western Balkans and Turkey;
 At least ten years’ of experience in conducting trainings.
Language:
 Excellency in the English language, both written and oral, required.
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Technical Assistance for
Civil Society Organisations
Regional Office
This project is funded
by the European Union.
Application procedure
The application should inform on the number of days required to deliver expected outputs as well
as the proposed budget. TACSO encourages both organisations and individuals to apply.
Applications must be in English and entail the following:
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Letter of intent and availability
Proposed estimated budget including one trip to Sarajevo
Concept note paper containing approach to the manual and its outline
Short-term expert’s CV in EU format
3 references from similar assignments
The application should be submitted no later than 7 November 2010 by email to:
[email protected] with the subject heading „Training Manual on Advocacy and
Policy Influencing for Social Change.”
Team Leader: Palle Westergaard
Regional Training Coordinator: Emina Abrahamsdotter
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