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Terms of Reference for Consultancy Services
CARE International Update: 27th November 2015
Title for piece of work: Horizon Scanning of Financial Inclusion in Asia
Background:
CARE International (CI)
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How to fill out terms of reference for

How to fill out terms of reference for:
01
Start by clearly defining the objectives and purpose of the project or task. This includes outlining what needs to be achieved and any specific outcomes or deliverables.
02
Identify the stakeholders involved in the project. This includes anyone who will be affected by or have an interest in the project. Clearly specify their roles and responsibilities to ensure effective communication and collaboration.
03
Outline the scope of work to be conducted. This involves providing a detailed description of the tasks and activities that need to be completed, the resources required, and any limitations or constraints.
04
Define the timeline and milestones for the project. This includes setting deadlines for each phase or task and identifying key milestones to track progress.
05
Specify the required resources and budget. This includes identifying the necessary personnel, equipment, and materials needed to successfully complete the project. Clearly outline the budget allocations and any financial constraints.
06
Establish the evaluation and monitoring mechanisms. This involves defining the metrics and criteria to assess the success of the project, as well as the reporting and feedback mechanisms that will be used.
07
Include any necessary legal or regulatory requirements. This includes ensuring compliance with any relevant laws, regulations, or industry standards that pertain to the project or task.
Who needs terms of reference for:
01
Project Managers: Project managers use terms of reference to effectively plan, organize, and execute projects. It provides them with a clear understanding of the project scope, objectives, and resources required.
02
Team Members: Team members need terms of reference to understand their roles and responsibilities within the project. It helps them stay focused on the project objectives and ensures smooth coordination and collaboration.
03
Stakeholders: Stakeholders, such as clients, external partners, or sponsors, require terms of reference to gain clarity on the project's goals, expectations, and deliverables. It helps them assess the progress and make informed decisions.
In summary, filling out terms of reference involves defining the project objectives, scope, timeline, resources, and evaluation mechanisms. It is essential for project managers, team members, and stakeholders to have a clear understanding of the project's requirements and expectations.
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What is terms of reference for?
Terms of reference is a document that outlines the scope and objectives of a project or initiative.
Who is required to file terms of reference for?
Project managers or teams responsible for overseeing a project are required to file terms of reference.
How to fill out terms of reference for?
Terms of reference can be filled out by clearly outlining project goals, objectives, scope, deliverables, and timelines.
What is the purpose of terms of reference for?
The purpose of terms of reference is to provide a clear understanding of what needs to be achieved in a project and how it will be accomplished.
What information must be reported on terms of reference for?
Information such as project goals, objectives, scope, deliverables, timelines, roles and responsibilities, and potential risks must be reported on terms of reference.
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