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What is the first purpose of a proposal?
What is the first purpose of a proposal?
A proposal is a plan of action that describes not only the rationale for the work but also the details of the plans and activities. It commits the organization to a specific style of implementing a program and outlines the overall cost.
What is the second purpose of a proposal?
What is the second purpose of a proposal?
The second purpose is to attract support from donors, well wishers, and other external resources.
What are the essentials of a project proposal? (Select all that apply.)
What are the essentials of a project proposal? (Select all that apply.)
What are the three major components of a technical proposal?
What are the three major components of a technical proposal?
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What is the purpose of the Introduction section in a technical proposal?
What is the purpose of the Introduction section in a technical proposal?
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What is the purpose of the Project Background section in a technical proposal?
What is the purpose of the Project Background section in a technical proposal?
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What is the purpose of the Goals and Objectives section in a technical proposal?
What is the purpose of the Goals and Objectives section in a technical proposal?
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What is the purpose of the Project Description section in a technical proposal?
What is the purpose of the Project Description section in a technical proposal?
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What is the purpose of the Expected Outcomes section in a technical proposal?
What is the purpose of the Expected Outcomes section in a technical proposal?
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What is the purpose of the Monitoring and Evaluation Plan section in a technical proposal?
What is the purpose of the Monitoring and Evaluation Plan section in a technical proposal?
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What is the purpose of the Work Plan section in a technical proposal?
What is the purpose of the Work Plan section in a technical proposal?
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What is the purpose of the Organizational Capability Statement section in a technical proposal?
What is the purpose of the Organizational Capability Statement section in a technical proposal?
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What is the purpose of the Project Staffing section in a technical proposal?
What is the purpose of the Project Staffing section in a technical proposal?
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What is the purpose of the Project Budget section in a financial proposal?
What is the purpose of the Project Budget section in a financial proposal?
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What is the purpose of the Table of Contents section in a financial proposal?
What is the purpose of the Table of Contents section in a financial proposal?
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What is the purpose of the References section in a financial proposal?
What is the purpose of the References section in a financial proposal?
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What is the purpose of the Gantt Chart section in a financial proposal?
What is the purpose of the Gantt Chart section in a financial proposal?
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What is the purpose of the Monitoring & Evaluation Matrix or Project Log Frame section in a financial proposal?
What is the purpose of the Monitoring & Evaluation Matrix or Project Log Frame section in a financial proposal?
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What is the purpose of the Budget Sheets section in a financial proposal?
What is the purpose of the Budget Sheets section in a financial proposal?
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What is the purpose of a project proposal for an NGO?
What is the purpose of a project proposal for an NGO?
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Proposal writing is not an important part of an NGO's growth and development.
Proposal writing is not an important part of an NGO's growth and development.
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What is the main goal of resource mobilization for an NGO?
What is the main goal of resource mobilization for an NGO?
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What are the key benefits of developing ownership among stakeholders in an NGO?
What are the key benefits of developing ownership among stakeholders in an NGO?
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What are the three essential components of a technical proposal?
What are the three essential components of a technical proposal?
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What is the role of the 'Organizational Capability Statement' in a technical proposal?
What is the role of the 'Organizational Capability Statement' in a technical proposal?
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What are the key principles of financial management for NGOs?
What are the key principles of financial management for NGOs?
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What are the three key components of financial management for NGOs?
What are the three key components of financial management for NGOs?
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What is the purpose of a budget in financial management?
What is the purpose of a budget in financial management?
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What is the purpose of monitoring income and expenditure in financial management?
What is the purpose of monitoring income and expenditure in financial management?
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What is the significance of cash flow analysis in financial management?
What is the significance of cash flow analysis in financial management?
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What are the three types of accounts commonly used in accounting for NGOs?
What are the three types of accounts commonly used in accounting for NGOs?
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What is the purpose of a social audit?
What is the purpose of a social audit?
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What are the key features of a social audit?
What are the key features of a social audit?
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What are the objectives of a social audit?
What are the objectives of a social audit?
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What are the prerequisites for conducting a social audit?
What are the prerequisites for conducting a social audit?
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What are the four steps involved in conducting a social process audit?
What are the four steps involved in conducting a social process audit?
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A macro-micro social indicator audit evaluates a company's performance based solely on macro social indicators.
A macro-micro social indicator audit evaluates a company's performance based solely on macro social indicators.
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What is the role of the "Use of Media' mechanism of Resource Mobilization?
What is the role of the "Use of Media' mechanism of Resource Mobilization?
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What is the importance of "Internal Capacity Enhancement' in Resource Mobilization?
What is the importance of "Internal Capacity Enhancement' in Resource Mobilization?
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What are the advantages of using "Personal Meetings' as a mechanism of Resource Mobilization?
What are the advantages of using "Personal Meetings' as a mechanism of Resource Mobilization?
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What are the benefits of utilizing "Membership Campaigns' as a mechanism of Resource Mobilization?
What are the benefits of utilizing "Membership Campaigns' as a mechanism of Resource Mobilization?
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What is the significance of "Partnerships' as a mechanism of Resource Mobilization?
What is the significance of "Partnerships' as a mechanism of Resource Mobilization?
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What are the primary ways an organization can generate income?
What are the primary ways an organization can generate income?
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What are the key advantages of a social audit?
What are the key advantages of a social audit?
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What are the main challenges of conducting a social audit?
What are the main challenges of conducting a social audit?
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What is the purpose of vouching in financial auditing?
What is the purpose of vouching in financial auditing?
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What are the two types of vouchers used in vouching?
What are the two types of vouchers used in vouching?
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What is the main purpose of verification in financial auditing?
What is the main purpose of verification in financial auditing?
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What are the key objectives of verification in financial auditing?
What are the key objectives of verification in financial auditing?
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What are the main similarities between vouching and verification?
What are the main similarities between vouching and verification?
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Study Notes
Voluntary Action & NGO Management (Vocational/Skill Development) - Unit IV
- Voluntary action and NGO management is a vocational/skill development unit.
- NGOs require effective project proposals to access resources from various providers (community, government, donors, businesses).
- Proposal writing is crucial for NGO growth and facilitates the implementation of programs funded by external support.
- A research proposal needs to be developed considering the project's purpose.
Proposal Writing
- A proposal is a plan of action detailing an organization's work plans and activities.
- It outlines the rationale, details of various plans, and the estimated cost of implementation.
- Proposals attract external support from donors (well-wishers).
- They communicate the organization's understanding of the work plan and future programs.
- A proposal serves as a record of plans and programs for future reference and use.
Essentials Of A Project Proposal
- Programmatic Activities: Clearly defined and outlined program activities.
- Work-Focused Proposals: Proposals emphasizing the practical implementation of planned work.
- Clarity of Expression: Clear and concisely written proposals, promoting clarity in the project's message.
Pre-Requisites
- Proposals can be solicited (requested) or unsolicited.
- Before proposal writing, background information on the project concept, program details, and expenses is needed.
- A needs assessment report (or brainstorming with field staff) helps clarify the project's problem and relevance to the organization's overall direction.
- The proposal should include the project's nature, timeframe, anticipated outcomes, staffing, and volunteer needs.
- Expenses should be outlined considering activity details and timing, and estimates.
- For solicited proposals, Terms of Reference (ToR) outline project objectives, work scope, outputs, schedule, and reporting requirements.
Proposal Methodology
- Many donors have specific proposal formats and guidelines.
- Generic proposals typically include a technical proposal and a financial proposal.
- The technical proposal explains technical terms of the project, including a brief summary (300-500 words).
- The project background details the context of the problem.
- Goals and objectives define the expected changes after implementation.
- The project description (strategy/methodology) details the activities to achieve goals/objectives.
Proposal Outline (continued)
- Expected outcomes: Concrete results of the project.
- Monitoring & Evaluation Plan: How project results will be tracked.
- Work Plan: Time frame for each project activity.
- Organizational Capability Statement: The organization's past experience and skills.
- Project Staffing: Personnel needed for project implementation, including CVs if required.
Financial Proposal
- The budget aligns with planned activities.
- Budget presentation methods and resources are diverse.
- The proposal must include a table of contents and references.
- Supporting documents may include Gantt Charts, Monitoring & Evaluation Matrix/Project Log Frames, and Budget Sheets.
Tips for writing a project proposal
- Define the project clearly.
- Identify the problem and present solutions.
- Outline deliverables and goals.
- Develop a comprehensive budget and schedule.
- Highlight the organization's qualifications and understanding of the target audience.
- Review and finalize the proposal.
- Provide an executive summary for clarity.
- Include a table of contents for easy navigation.
Resource Mobilization
- Resource mobilization is a process combining organizational management, communication, prospecting, and relationship building to meet the organization's vision.
- A multifaceted effort with shared responsibility among the board, president, executive director, and resource mobilization unit.
- It involves raising local resources to increase sustainability, as local support often leads to continued involvement.
- Core expenses require consistent funding, including staff salaries, office facilities, electricity, and other essentials.
- Long-term institutional building needs for physical infrastructure, machinery, and other capital assets.
Rationale Behind Resource Mobilization
- Developing ownership: The community's investment in the organization fosters greater involvement and a sense of ownership.
- Building social capital: Strong relationships with local institutions and organizations enhance social networks, increasing support for initiatives.
- Sustainability: Increased local resources contribute to long-term program success.
- Independence and Flexibility: Organizations can tailor their programs to meet the specific needs of local communities.
Various types of means/resources
- Physical goods (office equipment, training materials, vehicles, furniture, raw materials).
- Human resources (volunteers, consultants, advisors).
- Money (grants, donations, memberships).
- Free services and facilities (office space, tools, training facilities, transportation, publications).
- Technical cooperation.
Categories of Resources
- Local Community Resources
- Private Charitable Resources (individuals, religious organizations, charitable trusts, and foundations)
- Diaspora Philanthropy
- Government
- Foreign Aid (official and private)
- Self-funding initiatives
Resource Providers
- Organizations/Institutions (NGOs, governmental bodies, international organizations) provide support with projects and resources.
- National Governments provide services like health, education, transportation, and funding for organizational development.
- Business/private sector organizations donate resources related to their business interests.
- Individuals provide support and donations in various forms.
Factors that motivate resource providers
- Politics (political influence, votes, ideology maintenance)
- Social (enhancing reputation, community development)
- Financial (personal gain, investments, tax concessions)
- Business (profit, revenue generation)
- Religious (faith-based initiatives)
- Development (societal progress)
- Cultural (preserving culture)
Steps in resource mobilization planning
- Reviewing the organizational strategic plan.
- Listing out priority-based programs.
- Determining resource mobilization targets (amount, sources).
- Identifying constituencies and stakeholders.
- Developing key messages and networking strategies.
- Reviewing and selecting resource mobilization strategies from planning to implementation.
- Gearing up for implementation.
Importance of Resource Mobilization
- Diversifying resources and creating an independent budget.
- Reducing dependency on others.
- Achieving sustainability for the organization and its programs.
- Utilizing domestic capital and skills.
- Expanding relations with stakeholders and communities.
- Meeting the genuine needs of the community.
- Promoting the organization's practices to contribute to the community.
- Developing new ideas and promoting traditional values.
Principles of Resource Mobilization
- Robust situational analysis and consensus building.
- Prioritizing resource needs.
- Meticulous planning for mobilization activities.
- Developing and maintaining good relationships.
- Promoting transparency and confidence.
- Highlighting successes in resource mobilization efforts.
- Fostering accountability and maximizing resource use.
Mechanisms of Resource Mobilization
- Submitting grant proposals.
- Organizing special events.
- Applying for donations.
- Publishing organization history, work, accomplishments, etc.
- Expanding relations.
- Personal meetings and building relationships.
- Membership campaigns targeting various parties.
- Partnership opportunities, collaborations.
- Raising fees for services offered.
- Internal mobilization and resource sharing.
- Producing audio-visual & other promotional materials.
- Self-contribution to start and grow the organization.
- Providing specific resources through the organization.
- Constitution of a technical committee dedicated to the resource mobilization effort.
Financial Management
- Financial management is important for project proposals.
- Resource utilization and management must be effective and efficient in different programs and activities.
- Funds need to be used for their respective purposes, complying with financial laws.
- Various systematic activities (monitoring, planning, and management) are necessary
Principles of Financial Management
- Disclosure
- Non-Deficit Financing
- Consistency
- Integrity
- Flexibility
- Custodianship
- Standard Documentation
Components of Financial Management
- Budgeting
- Monitoring expenditures and income
- Account-keeping
Systems of Account-Keeping
- Single-Entry System
- Double-Entry System
Steps in Maintaining Accounts
- Information gathering and classification.
- Posting to prime entry books (journal, cash book).
- Posting from prime entry books to ledgers.
- Preparing a trial balance.
- Presenting aggregated statements (receipt/payment, income/expenditure, balance sheet).
Types of Income (Exempt)
- Income from property wholly for charitable/religious purposes.
- Income from property partially for charitable/religious purposes.
- Income from property for charitable purposes outside India.
- Income of the voluntary contributions forming part of corpus.
Conditions to Claim Exemption
- Registration under section 12AA/12AB of the Income-tax Act.
- Modifications of objects (if applicable).
- Book keeping, accounting requirements.
- Audit report submission.
- Income-tax return submission in a timely manner.
Income Subject to Application (Specific examples)
- Income from trust property.
- Exempt income (except for certain exceptions).
Application of Income
- Income application for charitable/religious purposes
- Repayment of loans
- Inter-charity donation
Application of Income (Activities outside India)
- Activities of organizations created before 1952.
- Promotions of international welfare.
Social Audit
- Social audit is a formal review of a company's efforts, procedures, and code of conduct relating to social responsibility and impact on society.
- It is an assessment of the company's fulfillment of its goals or benchmarks for social responsibility.
Social Audit Scope
- Ethical issues
- Equal opportunity
- Quality of Work Life
- Consumerism
- Environmental protection
Key Ingredients in Social Audits
- Transparency: Honest about actions, reasons.
- Trust: Demonstrating commitment.
- Continuous improvement: Regularly improving policies & practices.
- Legal consequences: Facing responsibilities when needed.
Steps in Conducting Social Audit
- Preparatory groundwork
- Investigation & analysis
- Public disclosure & evidence-based dialogue
- Follow-up
Principles of Social Audit
- Transparency
- Participation
- Representative participation
- Accountability
Reasons for Social Audit
- Transparency & Accountability
- Building trust with stakeholders
- Identifying areas for improvement
- Encouraging continuous improvement
Social Audit as An Input
- Monitor social & ethical impact
- Shape management strategy
- Facilitate organizational learning & improvement
- Facilitate strategic management
- Inform community
Advantages of Social Audit
- Ensuring transparency & accountability
- Raising awareness among stakeholders
- Assessing project impact, preventing corruption
- Empowering communities & supporting engagement
- Improving public access to information
Challenges of Social Audit
- Substantial technical support needed for data analysis
- Accessing public records (political willingness is critical)
- Accurate and updated public record availability
Vouching and Verification
- Vouching: Checking accuracy of transactions by verifying source documents.
- Verification: Substantiating validity of assets/liabilities, ensuring their existence, ownership, and valuation on a balance sheet.
- Similarities: Both involve accuracy checks, utilize evidence and professional judgement.
- Differences: Vouching checks individual transactions, focusing on Profit & Loss accounts. Verification checks the organization's assets/liabilities and is carried out at the end of the financial year.
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Description
This quiz focuses on the key concepts of voluntary action and NGO management as outlined in Unit IV of the vocational/skill development curriculum. Participants will learn about the importance of effective project proposals, essential components of proposal writing, and how these proposals facilitate access to resources. Enhance your understanding of how NGOs can strategically plan for external support and program implementation.