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Terms of Reference for Conducting an Assessment of an Implementing Partners Financial Management Capacity (Micro Assessment) Purpose of Assignment The purposes of the assessment undertaken by the
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01
Identify the purpose of the terms of reference.
02
Gather all necessary information about the project or task to be outlined.
03
Start with a clear and concise introduction, providing background information about the project.
04
Define the goals and objectives of the project, making them specific, measurable, achievable, relevant, and time-bound (SMART).
05
Provide a detailed description of the project, including any specific requirements or constraints.
06
Outline the scope of work, breaking it down into individual tasks or deliverables.
07
Specify the timeline and milestones, indicating key deadlines or checkpoints.
08
Define the roles and responsibilities of the individuals or teams involved.
09
Include any necessary resources or materials required for the project.
10
Establish a communication plan, outlining how regular updates and progress reports will be shared.
11
Review and finalize the terms of reference, ensuring clarity and accuracy.
12
Distribute the terms of reference to all relevant stakeholders for their awareness and agreement.

Who needs terms of reference for?

01
Project managers who need to provide clear instructions and guidelines to their team members.
02
Organizations or companies that want to ensure a common understanding of a project's objectives and expectations.
03
Freelancers or external contractors who require a documented agreement with clients or employers.
04
Government agencies or regulatory bodies that need to define the scope and requirements of a project or task.
05
Collaborative teams who need to coordinate and align their efforts towards a shared goal.
06
Clients or customers who want to have a clear understanding of the project's deliverables and timeline.
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Terms of reference is a document that outlines the scope, objectives, and responsibilities of a project or task.
The project manager or leader of a project is typically required to file the terms of reference.
Terms of reference can be filled out by clearly outlining the project's purpose, objectives, scope, and deliverables.
The purpose of terms of reference is to provide a clear understanding of the project scope and expectations for all stakeholders involved.
Information such as project objectives, scope, budget, timeline, stakeholders, and responsibilities must be reported on terms of reference.
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