Partner Level

Partner — 1 Year

Continuous planning & refinement

Engagement terms for Plan services

Purpose

Provide continuous planning and refinement across programs and grant cycles: advisory, pipeline strategy, proposal feedback, and M&E optimization.

What's Included

  • Ongoing project design consultation
  • Quarterly program reviews (KPIs, risks, pivots)
  • Grant pipeline strategy & prospecting support
  • Proposal feedback & refinement
  • M&E system optimization
  • Light dashboards and learning reviews
  • Custom dashboard web app development

What's Not Included

  • New full project builds (estimated separately)
  • Primary data collection
  • Direct grant writing/submission
  • Work beyond defined monthly capacity

Workflow & Cadence

Our structured workflow ensures consistent progress and clear checkpoints:

Step 1

Monthly Planning Session

60–90 min

Strategic planning and priority alignment

Step 2

Bi-weekly Check-ins

30 min

Progress updates and quick problem-solving

Step 3

Quarterly Review

Half-day

Comprehensive review with actions for next cycle

Meetings & Touchpoints

  • Monthly planning session (60–90 min)
  • Bi-weekly check-ins (30 min)
  • Quarterly strategic review (half-day)
  • Ad-hoc consultation as needed

What We Need from You

  • Access to program and leadership teams
  • Regular updates on grant pipeline
  • Proposal drafts for feedback
  • M&E data for optimization
  • Strategic priorities and constraints

Final Deliverables

  • Quarterly Impact Review (QIR) containing:
  • — Progress vs. KPIs
  • — Risk assessment and adjustments
  • — Next-quarter action plan
  • — Learning archive
  • Ongoing proposal feedback and refinements
  • M&E dashboard updates
  • Grant pipeline strategy recommendations

Expected Results

  • Healthier grant pipeline with better success rates
  • Faster, higher-quality proposal submissions
  • Learning culture established across grant cycles
  • Continuous program optimization

Commercial Terms

  • Monthly retainer
  • Defined monthly capacity (hours/points)
  • Unused time rolls forward within quarter
  • 30-day cancellation notice

Risks & Mitigations

  • New projects beyond scope require separate estimation
  • Capacity limits may require prioritization
  • Clear boundaries prevent scope creep

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 Partner level engagement can help you achieve your goals.