At the onset of the implementation phase, it is important to outline a TA engagement through a Memorandum of Understanding (MOU) or work plan. This will ensure that everyone is operating with the same plan and priorities, and that the TA provider has outlined what can realistically be accomplished through the TA engagement. The MOU and/or work plan will be the roadmap used by the TA provider and beneficiary organization
If the engagement is short (lasting only a couple of days) or is around one key issue or problem, it may be that an MOU will suffice for defining the engagement. If the engagement is long-term and/or addresses several issues, a work plan is probably also needed. Use the table below to determine what is appropriate for you.
Elements of MOU |
Elements of Work Plan |
- Goals for the TA
- Role of the TA provider
- Responsibilities of the
organization receiving TA
- Person from each organization
who will be held accountable
- Period of TA engagement
|
- Goals for the TA
- Intended outcomes of the TA
- TA activities broken down into actionable steps
- Person responsible for each TA activity
- Due date for each TA activity
|
A work plan can be a blueprint for your TA engagement.
Download this work plan template and begin outlining your TA engagements.
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