Engagement Level

Engagement — 6 Months

Complete, fundable package

Engagement terms for Plan services

Purpose

Produce a complete, fundable package: Theory of Change, detailed logframe with SMART indicators, activity blueprint, budget with justifications, M&E framework, risk plan, and grant narrative outline.

What's Included

  • Complete Theory of Change (diagram + narrative)
  • Detailed logframe (outcomes/outputs + indicators + means of verification)
  • Activity blueprint & resourcing plan
  • Line-item budget & assumptions
  • M&E framework & data collection plan
  • Risk assessment & mitigation strategies
  • Grant narrative outline
  • Visual dashboard prototype

What's Not Included

  • Full-scale data platform build
  • Primary field research
  • Complex procurement processes
  • Full proposal writing/submission (can be added)

Workflow & Cadence

Our structured workflow ensures consistent progress and clear checkpoints:

Step 1

Discovery & Alignment

Month 1

Deep-dive into objectives, constraints, and donor fit

Step 2

Design Loops: ToC & Logframe

Month 2-3

Iterative development of Theory of Change and logframe

Step 3

Design Loops: Budget & M&E

Month 3-4

Budget development and M&E framework creation

Step 4

Documentation & Packaging

Month 4-5

Compile grant outline, annexes, and supporting materials

Step 5

Handoff & Next Steps

Month 6

Final delivery and readiness assessment for Build/Activate

Meetings & Touchpoints

  • Weekly working session (60 min)
  • Async collaboration via shared documents
  • Monthly milestone reviews
  • Final handoff presentation

What We Need from You

  • Access to program leads and key stakeholders
  • Relevant partner information
  • Donor templates and guidelines
  • Existing baselines and historical data
  • Policy and context documents
  • Internal budget constraints

Final Deliverables

  • Engagement Dossier containing:
  • — Complete Theory of Change
  • — Detailed logframe with SMART indicators
  • — Activity blueprint and workplan
  • — Line-item budget with justifications
  • — M&E framework and data collection plan
  • — Risk register and mitigation strategies
  • — Grant narrative outline
  • — Visual dashboard prototype
  • — Decision log documenting key choices

Expected Results

  • A donor-ready package meeting funder requirements
  • Internal green-light to launch the program
  • Clear KPIs with baselines and targets where feasible
  • Foundation ready for Build/Activate phases

Commercial Terms

  • Milestone-based billing (40% / 40% / 20%)
  • 2–3 revision cycles included
  • Change control process for added scope

Risks & Mitigations

  • Shifting donor requirements can affect timeline
  • Scope creep without change control may impact delivery
  • Regular alignment checkpoints reduce these risks

Which Level is Right for You?

Your Situation Sprint Engagement Partner
You need clarity fast before committing
You need a complete, fundable package
You need continuous planning support

Other Engagement Levels

Key Definitions

Theory of Change (ToC)

A narrative and diagram that explains how your activities lead to outputs, outcomes, and ultimately impact. It maps the causal pathway from intervention to results.

Logframe (Logical Framework)

A table that defines objectives, indicators (with baselines and targets), means of verification, and assumptions/risks. It provides a structured way to plan and monitor your program.

M&E Framework

A monitoring and evaluation plan that specifies what you'll measure, how, when, and by whom—to know whether your program is working and achieving its intended outcomes.

Fundability Check

A quick assessment of feasibility, evidence quality, and donor-fit to determine whether to proceed with full project design or pivot to a different approach.

Ready to Get Started?

Let's discuss how Engagement level engagement can help you achieve your goals.