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VIDE Project Process
This document outlines details and
guidelines for executing projects to be sponsored by VIDE. This serves as
the first document to be read by a VIDE volunteer who will be undertaking a
project and executing to its successful completion. As and when we grow
bigger and gain more experience, this Project Process Document will also be
modified accordingly.
Broadly, a typical project has the
following phases in its life cycle.
1.
Identification
2.
Verification
3.
Execution
4.
Record Keeping
Before dwelling into the details of
each phase, we want to mention the role of "Core Project Team". At the
time of this writing, there is no "Project Team" identified within VIDE
core team. In other words, VIDE core team is the Project team. However this
will cause its own set of problems and confusions during every decision
making phase of the project. Not all core members will be present at all
decision making times, thus leading to miscommunication, delay and above
all lack of accountability. The main responsibility of this Project Team is
to help the project owner in all phases of project life cycle and to
monitor that project is adhered to the defined Process (as outlined in this
document) and finally be accountable for the success or failure of the
project along with the project owner. Typically, this team would have 3 to
5 members, who are both specialized in that particular project area, as
well as in enforcing the process guidelines. Also, Project team is formed
dynamically based on the project area and with the consensus of VIDE's
core volunteers. However, note that throughout the project life cycle,
every VIDE member has equal right to participate and help towards the
successful completion of the project. By no means a VIDE volunteer should
misunderstand that he or she has nothing to do with a project, if he/she is
not project owner or in Project team. The project team is of course, a sub
set of VIDE core, who would tremendously benefit from the inputs from all
VIDE volunteers, but finally responsible for making the project an all
round success.
Let us go through each phase of project
life cycle in some detail.
1.
Identification:
"Calf suckles
from cow, but more importantly, cow wants to suckle the calf "
The first phase in a VIDE sponsored
project is "Identification". This involves
A. Project
Identification
B: NGO Identification
At one end we have money from donors.
At the other end, there are people or society needing desperate help with
or without their knowledge. The success factor of VIDE is measured by how
quickly, efficiently and appropriately we fill this gap. So the first step
is to identify the project area where VIDE wants to venture in.
Project identification can be done by
any VIDE volunteer. Sometimes the volunteer may have to do the "Project
selection", if there is a choice among many projects, related but
independent to each other. The main criteria for project selection or
identification is that the project should be in consistence with VIDE's
basic philosophy. To repeat VIDE's founding principles here, is not a sin
but simply helps every volunteer to focus on the job at hand till the end.
To work for India Development in the
areas that give sustainable advantage.
To work with people and groups to
empower themselves and India.
To help victims of natural
disasters with Relief and Rehabilitation.
So any project which passes the above
criteria should be pursued after.
The second step in this Identification
phase is NGO selection. Most of
the times, the project and NGO are inseparable. Sometimes we will have to
choose among NGOs, the most suitable NGO to execute the project. Any
volunteer or group of volunteers can identify the right NGO to carry out
the project envisioned. Some points while identifying a NGO are
It should have been a registered as a Non Profit
organization (80 G status)
It should have RBI clearance to receive funds from
international organizations.
It should have proper records, both in project and in
financial matters.
Once we identified firmly the NGO and the project, we need
to assign one VIDE volunteer as the "Project
Owner". It may usually happen that the
same person was the key person during project identification and NGO
selection time. Also the project owner need to identify a "co-owner" for
the project so that he or she will be the secondary contact point. After
this stage, both Project owner and Project team are involved in making all
decisions related to the project till the end, based on their own
investigation, wisdom, VIDE's principles and other VIDE members input.
2. Verification:
"Leave no stones unturned"
Once we have a Project, a NGO and the
Project owner(s), The next phase in the life cycle of a project is
Verification. This involves
A. Verification of Project
viability.
B. Verification of NGO, its
capability and commitment level.
C. Verification of other matters:
Finance, Legal, Government etc.
D. Verification of NGO-VIDE attitude
matching.
E. Project Document.
This is the stage which can be best
described as "Question-Get answer-Ask more questions-Get concrete
answers-Repeat". In this phase, every aspect of the project and NGO has to
be studied in detail and no doubt should remain about the feasibility of
the project by any volunteer. The typical process is:
1. Project owner gets the details of
the project and NGO by asking NGO to fill in "Request For Proposal (RFP) "
document. This will be made on-line, so NGO can simply print the form, fill
in and mail/fax it back to Project owner. Project owner reviews the RFP.
2. Project owner gives presentations
and provides updates about the project and NGO to the volunteers, either
in weekly project meetings or though web media.
3. Volunteers raise all possible
questions, demand clarification, and provide valuable suggestions about the
Project. They may also to do their own analysis and investigation about the
project/NGO and let the project owner know their findings. In other words,
everybody is encouraged to involve in every aspect of the project, to the
maximum extent possible, thus ensuring the maximum benefit to the people
whom we finally empower.
4. Project Owner makes sure that every
concerned volunteer (including himself or herself) is almost completely
satisfied with regard to verification of all the sections (Section A to E)
.
The outcome after this stage in the
life cycle of a project is a completed Project Document which will
have all the details of project execution. This document is then reviewed
by VIDE and SEEDS. Once project owner supplies all the details and answers,
VIDE project team and SEEDS should not take more than two weeks to decide
whether to execute this project or not proceed with it.
Note: During this phase of the
project, where the project may be approved or disapproved by VIDE, we need
to stress one point. The project owner may feel emotionally attached to the
project (which sometimes may be his or her brainchild) and there may be a
tendency to take the project criticism too personal. As long as the project
owner also wears the same "VIDE attitude glasses" and looks through all the
project matters, like Project Team and other volunteers, then there is no
harm in being passionate about the project they own.
3. Execution:
"Say what you do, do what you say"
Once all facts about feasibility of
this project is verified, the next phase is Executing the project.
This is the phase where we finally see development and empowerment in
action! This phase involves:
A. Committing the project - MOU
and Money transfer.
B. Project Execution & Periodic
Feedback.
Assuming the project is voted as a "Go"
by VIDE and SEEDS, the next step is to hurry up the money transfer to the
NGO. Before finalizing the ways to set up the money transfer channel (wire
transfer, DD, check etc.) we need to take care of some documentation. The
project owner needs to prepare Memorandum of Understanding (MoU),
outlining how much money is committed from VIDE and what is agreed to be
done by NGO, reviewed and signed by both VIDE and NGO.
At this stage, NGO goes ahead and
executes the project in the agreed time span. During this time, it is very
critical to get periodic feedback and constant evaluation of the project to
make sure everything is going according to the mutually agreed plan. One
popular way to make sure project is always on right tracks is to tie the
partial release of committed funds at different stages of the project
execution, instead of handing over all the funds in one transaction. This
way VIDE exercises better control of the project, leaving less chance for
misusing the funds.
It is also the expected from the
project owner that the progress of the project is communicated to all VIDE
members as and when such information is available. Also Project owner can
nominate some local contacts or people not directly attached to the NGO
executing the project, to provide the unbiased evaluation on how the
project is really benefiting the targeted audience. Finally, the
relationship thus developed between VIDE and NGO, and the experience gained
by successfully executing the project will help VIDE in the long run
immensely.
4. Record Keeping
The section on Record Keeping doesn't
really refer to any particular phase in the Project life cycle. It just
reminds us to keep all the records pertaining to a project in one safe and
secure place. Various documents/records include but not limited to:
1. Project Document
2. RFP
3. MOU
4. Receipts and other finance
related records
4. VIDE Web update
5. Miscellaneous records - E-mails,
web links, meeting minutes, video & photographs of project progress etc.
So in summary, a project owner should
try to adhere to the above process as much as possible. By following the
above guidelines, we not only set a standard for all future VIDE members,
but also feel very satisfied with increased efficiency and lessened mis-communication
and chaos during the life cycle of a VIDE sponsored project. Above all,
this kind of a standardized process serves as a constant reminder to not
to derail from the VIDE's vision and mission, throughout the project.
VIDE thanks wholeheartedly all the current and future project owners for
following these guideline, thus helping in achieving the development and
empowerment of people of India and Indian origin.
Own a VIDE project and be part
of developing and empowering India!
Written by:
Jagadeesh Maiya, VIDE volunteer.
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