Beneficiaries (“users: SMEs and families”) A widely used acronym to summarize main characteristics of a good indicator is “SMART”, meaning: Specific and Simple. Indicators must be based on available data easy to gather. Measurable. Results must be equal regardless of who measures and when. Achievable. They should be possible to attain within a reasonable deadline. Relevant and Realistic. They must be related to what they pretend to measure. Time-bound. Data shall be obtained within a reasonable time frame. Source of verification. Every indicator must be accompanied by its corresponding source of verification as they are used to check the degree of achievement of the indicator. Most common sources are: registers, surveys, counts, reports, statistics, certificates, and minutes, among others. Assumptions (Hypothesis/External Factors). Situations, events and decisions that are important for the accomplishment of the activity-result-objective logic, but are outside of the direct control of the project. There is a level of uncertainty about its accomplishment. Pre-conditions. They are a kind of assumptions whose importance is so relevance to the project's success and continuity of its effects that they have to be guaranteed before the beginning of the implementation phase. Besides, there are other important tools that make the logics of the matrix operational and are essential to write the project document and later on the operation plan. They are mainly focused on the concretization of the activities. These tools, and the question they answer to, are the following ones: Activities’ Timeline. Answering the question: When the activities will be implemented? Allocation of specific responsibilities for the Implementation phase. Answering the question: Who will implement the activities? Budget estimations that includes the resources and their costs for the implementation of activities. Answering the questions: What will the activities do with the budget? How much will the activities cost? Viability (in 7 fields). Answering the question: What possibilities of perdurability does the project have? It includes reflections about the potential sustainability, risks and impact of the project in seven agreed fields (support policy, Institutional and management capacity, gender approach, socio-cultural aspects, economic-financial, environmental and technological factors). These terms are defined in the “Glossary” of this Guide. Specific technical designs for activities, if needed. Answering the question: What do the activities specifically involve?
Rapport d’accusé de réception des équipements Liste des équipements Quantité Equipement Date Je soussigné/ée, M./Mme X, certifie avoir inspecté le matériel reçu et déclare qu’il est conforme aux spécifications et satisfait aux conditions de la commande. Date Signataire (fonction)
Analysis of participation Example of this tool for a project to deploy IFS in rural areas of Western Africa: BENEFICIARIES AFFECTED GROUPS Direct beneficiaries Other Potential affected groups How are affected by the project? Motivation for change Possible actions to accommodate their interests Users: SMEs, families, rural population with relatives abroad Government (national & local), local shops Private money transfer companies Must deal with new competitor Strong resistance to change Adopt a different positioning (urban areas versus rural areas). Post office counter staff New task, duty. Need of training. Limited motivation for change Make them aware of the importance of the postal product for the enterprise. Introduce a commission for counter staff.
Implementation: Activity’s timeline (in months): Project organization (assignation of tasks/responsibilities among parties involved) Activity/Sub-activity Responsible Other personnel involved Stakeholder Informed Deadline A.1. (activity name) A.1.1 (sub-activity 1) A.1.2 (sub-activity 2) … A.2. (name of the activity) … Total budget Concept Allocation TOTAL UPU Post 1 (insert here postal operator’s name) Post 2 Donor 1 (insert here sponsor’s name) CHF % A Equipment B Staff costs C Travel expenses D Allowances E Training F Services G Others
# Allocation TOTAL D. Allowances (only for project team members hired exclusively for the project) UPU Post 1 (postal operator’s name) Post 2 (postal operator’s name) Donor 1 (donor’s name) CHF % 1 2 3 4 5 6 # Allocation TOTAL E. Training (specify each item) UPU Post 1 (postal operator’s name) Post 2 (postal operator’s name) Donor 1 (donor’s name) CHF % 1 2 3 4 5 6 # Allocation TOTAL F. Services (specify each item: consultancy, technical assistance, consulting, evaluation, etc) UPU Post 1 (postal operator’s name) Post 2 (postal operator’s name) Donor 1 (donor’s name) CHF % 1 2 3 4 5 6
# Allocation TOTAL G. Others (specify each item) UPU Post 1 (postal operator’s name) Post 2 (postal operator’s name) Donor 1 (donor’s name) CHF % 1 2 3 4 5 6 4.4 Viability and Risks (Please explain the sustainability of the project as regard each of the following fields, related risks and envisaged control measures). Fields Viability Viability risks and control measures Support policy (describe agreements, initiatives, commitments, etc. supporting the intervention) Institutional and management capacity (describe capacity from the organization in charge of the project maintenance once ended) Economic and financial analysis (describe possibilities of obtaining the resources needed to assume the project costs as regards its maintenance and sustainability) Appropriate technology (describe level of technology used and capacity to maintain it) Gender approach (describe project contribution to gender equality) Environment protection (explain resources exploitation and management and environmental implications) Socio cultural aspects (assessment of the level of involvement of beneficiaries with the project maintenance once ended)