Plan → Engagement

A complete, fundable package

Engagement engagement · 6 Months

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 You Walk Away With
  • 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
What's Included

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

Not Included

  • Full-scale data platform build
  • Primary field research
  • Complex procurement processes
  • Full proposal writing/submission (can be added)
How It Works
1

Discovery & Alignment

Month 1

Deep-dive into objectives, constraints, and donor fit

2

Design Loops: ToC & Logframe

Month 2-3

Iterative development of Theory of Change and logframe

3

Design Loops: Budget & M&E

Month 3-4

Budget development and M&E framework creation

4

Documentation & Packaging

Month 4-5

Compile grant outline, annexes, and supporting materials

5

Handoff & Next Steps

Month 6

Final delivery and readiness assessment for Build/Activate

Meeting Cadence
  • Weekly working session (60 min)
  • Async collaboration via shared documents
  • Monthly milestone reviews
  • Final handoff presentation
What You Provide
  • 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
Investment & Timeline
Duration
6 Months
Investment
Milestone-based billing (40% / 40% / 20%)
Investment
2–3 revision cycles included
Investment
Change control process for added scope
Risks & How We Handle Them
  • Shifting donor requirements can affect timeline
  • Scope creep without change control may impact delivery
  • Regular alignment checkpoints reduce these risks