Voluntary Action & NGO Management - Unit IV
50 Questions
0 Views

Choose a study mode

Play Quiz
Study Flashcards
Spaced Repetition
Chat to lesson

Podcast

Play an AI-generated podcast conversation about this lesson

Questions and Answers

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?

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.)

  • Work Focused Proposals (correct)
  • Clarity of Expression (correct)
  • Programmatic Activities To Be Clearly Spelt Out (correct)
  • What are the three major components of a technical proposal?

    <p>Introduction, Project Background, and Goals and Objectives.</p> Signup and view all the answers

    What is the purpose of the Introduction section in a technical proposal?

    <p>The introduction introduces the project to the funder, providing a brief overview of what the project entails and its goals.</p> Signup and view all the answers

    What is the purpose of the Project Background section in a technical proposal?

    <p>This section provides context for the project by outlining the problem or challenge that needs to be addressed.</p> Signup and view all the answers

    What is the purpose of the Goals and Objectives section in a technical proposal?

    <p>This section outlines the anticipated changes in the project setting once the project is implemented.</p> Signup and view all the answers

    What is the purpose of the Project Description section in a technical proposal?

    <p>The Project Description section outlines the activities that the organization intends to undertake to meet the goals and objectives.</p> Signup and view all the answers

    What is the purpose of the Expected Outcomes section in a technical proposal?

    <p>This section outlines the expected results that may emerge from the project.</p> Signup and view all the answers

    What is the purpose of the Monitoring and Evaluation Plan section in a technical proposal?

    <p>This section explains how the project results will be monitored and evaluated during the implementation phase.</p> Signup and view all the answers

    What is the purpose of the Work Plan section in a technical proposal?

    <p>This section outlines the activities that need to be completed to finish the project. It includes the timing of each activity.</p> Signup and view all the answers

    What is the purpose of the Organizational Capability Statement section in a technical proposal?

    <p>This section outlines the organization's capability and experience in conducting related projects.</p> Signup and view all the answers

    What is the purpose of the Project Staffing section in a technical proposal?

    <p>This section outlines the personnel needed to implement the planned project activities.</p> Signup and view all the answers

    What is the purpose of the Project Budget section in a financial proposal?

    <p>This section outlines the budget of the project, which needs to be commensurate with the planned activities.</p> Signup and view all the answers

    What is the purpose of the Table of Contents section in a financial proposal?

    <p>The Table of Contents guides the reader through the proposal, providing a list of major headings and their corresponding page numbers.</p> Signup and view all the answers

    What is the purpose of the References section in a financial proposal?

    <p>This section is used to list publications and documents used for writing the proposal.</p> Signup and view all the answers

    What is the purpose of the Gantt Chart section in a financial proposal?

    <p>This chart presents a list of planned activities and their timeline.</p> Signup and view all the answers

    What is the purpose of the Monitoring & Evaluation Matrix or Project Log Frame section in a financial proposal?

    <p>This matrix helps to track and evaluate the progress of the project. It includes details on indicators, means of verification, and the hierarchy of project objectives.</p> Signup and view all the answers

    What is the purpose of the Budget Sheets section in a financial proposal?

    <p>This section includes the details of the budget, including the items, cost per item, and totals. It helps to show the focus of the project.</p> Signup and view all the answers

    What is the purpose of a project proposal for an NGO?

    <p>A project proposal is a plan of action that describes the rationale for the kind of work an NGO intends to do, provides details of various plans and activities, commits the organization to a particular style of implementing a program, and outlines the costs.</p> Signup and view all the answers

    Proposal writing is not an important part of an NGO's growth and development.

    <p>False</p> Signup and view all the answers

    What is the main goal of resource mobilization for an NGO?

    <p>Resource mobilization facilitates the fulfillment of an organization's vision. It is a process that involves three integrated concepts: organizational management and development, communicating and prospecting, and relationship building.</p> Signup and view all the answers

    What are the key benefits of developing ownership among stakeholders in an NGO?

    <p>All of the above</p> Signup and view all the answers

    What are the three essential components of a technical proposal?

    <p>The three essential components of a technical proposal are: Introduction, Project Background, and Goals and Objectives.</p> Signup and view all the answers

    What is the role of the 'Organizational Capability Statement' in a technical proposal?

    <p>The Organizational Capability Statement highlights an organization's skills and experience in successfully delivering related projects. It demonstrates the organization's capacity to implement the proposed project.</p> Signup and view all the answers

    What are the key principles of financial management for NGOs?

    <p>Key principles of financial management for NGOs include: Accountability, Integrity, Consistency, Disclosure, Non-Deficit Financing, Standard Documentation, Flexibility, and Custodianship.</p> Signup and view all the answers

    What are the three key components of financial management for NGOs?

    <p>Budgeting, Monitoring, and Account-Keeping</p> Signup and view all the answers

    What is the purpose of a budget in financial management?

    <p>A budget is a financial layout of planned activities and programs that includes planning, execution, and evaluation of performance. It outlines how much money an organization expects to bring in and spend, along with specific details about the steps involved.</p> Signup and view all the answers

    What is the purpose of monitoring income and expenditure in financial management?

    <p>Monitoring income and expenditure is crucial for ensuring that budgeted amounts are being spent, and that funds are being received as expected. It helps identify any deviations from the budget plan, analyze the reasons, and take corrective action. It also involves tracking changes in foreign exchange rates that impact income.</p> Signup and view all the answers

    What is the significance of cash flow analysis in financial management?

    <p>Cash flow analysis is a critical planning tool that helps ensure that an organization has sufficient funds for its operations. It involves tracking the flow of money, identifying the amount needed, and when and how much the organization will receive it. It helps in making crucial decisions regarding expenses, investments, and potential cash shortages.</p> Signup and view all the answers

    What are the three types of accounts commonly used in accounting for NGOs?

    <p>The three types of accounts are: Real Accounts, Personal Accounts, and Nominal Accounts.</p> Signup and view all the answers

    What is the purpose of a social audit?

    <p>A social audit is a formal review of an organization's endeavors, procedures, and code of conduct regarding social responsibility and impact on society. It examines how well the organization is achieving its goals and benchmarks for social responsibility.</p> Signup and view all the answers

    What are the key features of a social audit?

    <p>Multi-Perspective/Polyvocal, Comprehensive, Participatory, Multidirectional, Regular, Comparative, Verification, and Disclosure</p> Signup and view all the answers

    What are the objectives of a social audit?

    <p>The objectives of a social audit include prioritizing developmental activities, ensuring proper utilization of funds, confirming conformity with stated goals, accurately identifying requirements, and assessing the quality of service.</p> Signup and view all the answers

    What are the prerequisites for conducting a social audit?

    <p>Prerequisites for conducting a social audit include an active and empowered civil society, a state that is accountable to the civil society, a state that has faith in participatory democracy, and a congenial political and policy environment.</p> Signup and view all the answers

    What are the four steps involved in conducting a social process audit?

    <p>The four steps involved in conducting a social process audit are: identifying circumstances leading to the audit, listing out the goals of the social program, stating how the organization will meet those goals, and qualitatively evaluating what is actually done compared to the plan.</p> Signup and view all the answers

    A macro-micro social indicator audit evaluates a company's performance based solely on macro social indicators.

    <p>False</p> Signup and view all the answers

    What is the role of the "Use of Media' mechanism of Resource Mobilization?

    <p>The &quot;Use of Media' mechanism involves utilizing various types of media, such as print, television, radio, and social media, to reach a broader audience and publicize an organization's achievements, plans, and issues. It also encourages public advocacy for programs and builds partnerships with media organizations.</p> Signup and view all the answers

    What is the importance of "Internal Capacity Enhancement' in Resource Mobilization?

    <p>Internal capacity enhancement is crucial for the long-term sustainability of an organization's resource mobilization efforts. It involves building the capacity of the organization's team, developing internal policies and regulations, and creating committees and subcommittees to effectively leverage existing resources.</p> Signup and view all the answers

    What are the advantages of using "Personal Meetings' as a mechanism of Resource Mobilization?

    <p>Personal meetings allow direct interaction and building relationships with potential donors and stakeholders. It involves holding meetings, social gatherings, and accepting invitations. It also facilitates building trust and expanding the organization's network.</p> Signup and view all the answers

    What are the benefits of utilizing "Membership Campaigns' as a mechanism of Resource Mobilization?

    <p>Membership campaigns are a powerful way to expand an organization's network and mobilize resources. By increasing membership, organizations can leverage the resources and support of members for their mission, strengthen their base, and gain access to a wider community.</p> Signup and view all the answers

    What is the significance of "Partnerships' as a mechanism of Resource Mobilization?

    <p>Partnerships allow organizations to leverage each other's strengths and resources, facilitating more extensive mobilization efforts. By joining hands with other organizations, especially new or smaller organizations, resources can be shared and access to a wider network can be achieved.</p> Signup and view all the answers

    What are the primary ways an organization can generate income?

    <p>Organizations can generate income through raising membership fees, contributions from employees, technical support fees, renting equipment/machinery, renting out training halls, offering training programs, conducting research for fees, renting out transportation, selling art/film, selling handicrafts, selling raw materials, and establishing a technical committee.</p> Signup and view all the answers

    What are the key advantages of a social audit?

    <p>Advantages of a social audit include ensuring transparency, generating accurate information, raising awareness, assessing the impact of projects, empowering communities, improving access to information, enhancing understanding of financial processes, promoting collective decision-making, and enabling stakeholders to influence government behavior.</p> Signup and view all the answers

    What are the main challenges of conducting a social audit?

    <p>Challenges of conducting a social audit include requiring significant technical support, gaining access to public information, dealing with the absence of accurate records, managing potential resistance from service providers and policymakers, and addressing conflicts that may arise.</p> Signup and view all the answers

    What is the purpose of vouching in financial auditing?

    <p>Vouching involves verifying the accuracy of transactions recorded in a company's accounting records by reviewing documentary evidence. It ensures that the entries are supported, authentic, and properly dated. It also helps detect potential fraud or errors.</p> Signup and view all the answers

    What are the two types of vouchers used in vouching?

    <p>The two types of vouchers are Primary Vouchers and Collateral Vouchers.</p> Signup and view all the answers

    What is the main purpose of verification in financial auditing?

    <p>Verification in financial auditing focuses on substantiating the validity of assets and liabilities, particularly those appearing in the Balance Sheet. This involves checking their existence, ownership, valuation, and disclosure.</p> Signup and view all the answers

    What are the key objectives of verification in financial auditing?

    <p>Verification aims to ensure that assets and liabilities are properly recorded, determine their true value, confirm their existence, understand the ownership and possession, detect any fraud or errors, and confirm the accuracy of the accounting records.</p> Signup and view all the answers

    What are the main similarities between vouching and verification?

    <p>Both ensure the accuracy of financial statements and protect stakeholders' interests.</p> Signup and view all the answers

    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.

    Studying That Suits You

    Use AI to generate personalized quizzes and flashcards to suit your learning preferences.

    Quiz Team

    Related Documents

    NGO Management Past Paper PDF

    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.

    More Like This

    Use Quizgecko on...
    Browser
    Browser