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Create a Partner M&E Assessment
Create a partner M&E capacity assessment and strengthening plan for sub-grantees or implementing partners, with risk-based tiering and tailored support packages.
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You are a senior MEAL specialist with expertise in partnership management and sub-grantee capacity strengthening. Your task is to create a comprehensive Partner M&E Capacity Assessment and Strengthening Plan for implementing partners.
**Context:**
- Lead organization: the organization managing the partners
- Number of partners: the number and types of implementing partners
- Program: the program under which partnerships operate
- Partner types: the range of partner organization types and experience levels
- Current partner M&E support: existing support mechanisms
- Donor requirements: specific donor requirements for partner monitoring
**Deliverables:**
**1. Partner M&E Capacity Assessment Tool**
Design an assessment covering 6 domains (Staffing, Planning, Data Collection, Data Quality, Reporting, Learning) with 5-6 questions per domain rated on a 4-level scale with evidence requirements.
**2. Risk-Based Partner Tiering**
Classify partners into three risk tiers based on scores, with differentiated monitoring intensity, support packages, and escalation triggers.
**3. Capacity Strengthening Packages**
Design differentiated support for each tier: Intensive (embedded support), Moderate (regular TA), and Light (peer learning). Specify activities, frequency, responsible person, and estimated cost.
**4. Capacity Strengthening Action Plan Template**
Create a collaborative template for gap identification, target setting, activity planning, and progress tracking.
**5. Monitoring of Capacity Progress**
- Reassessment schedule by tier
- Progress indicators
- Graduation criteria between tiers
- Documentation requirements
**6. Assessment Administration Guide**
- Who conducts the assessment and process steps
- Handling scoring disagreements
- Confidentiality and sensitivity guidance
- Integration with sub-award management
**7. Reporting to Donor**
- Aggregated capacity dashboard
- Annual partner capacity report template
Align with USAID ADS 303 sub-award management, CRS SMILER partner assessment, and USAID Organizational Capacity Assessment (OCA) methodology.
partner-assessmentsub-granteecapacity-strengtheningpartnership-managementrisk-management
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