Terms of Reference: Consultancy for developing an interactive Monitoring and Evaluation toolkit for civil society


Global civil society alliance, CIVICUS, is seeking consultancy support to develop an innovative, interactive toolkit for civil society on aspects of our Monitoring and Evaluation tools and approaches. The Terms of Reference that follows contains all the necessary information for those interested in applying for this opportunity, proposal requirements.

Interested candidates are welcome submit their proposal in writing to Tamryn-Lee Fourie at and Suhani Bhushan by 11 March 2019.

Introduction to CIVICUS

CIVICUS is a global alliance of civil society organisations and activists dedicated to strengthening citizen action and civil society throughout the world. We were established in 1993 and since 2002 have been proudly headquartered in Johannesburg, South Africa, with additional hubs across the globe, with a membership alliance with more than 7000 members in more than 175 countries. Our definition of civil society is broad and covers non-governmental organisations, activists, civil society coalitions and networks, protest and social movements, voluntary bodies, campaigning organisations, charities, faith-based groups, trade unions and philanthropic foundations. Our membership is diverse, spanning a wide range of issues, sizes and organisation types. Our staff is based across the globe in over 20 countries

In 2017, we launched our new Strategic Plan that takes us up to 2022, following consultation with a diverse range of members and partners around the world.

CIVICUS, as part of this strategy development process in 2016/2017, elevated its accountability agenda, with an emphasis to embedding dynamic accountability as a culture and strategic enabler supported by utilisation-focussed M&E tools and approaches. As a result, CIVICUS’ new accountability framework was developed alongside its Strategic Plan 2017-2022 to help consistently and systematically track the organisation’s progress and impact against the new strategy, meet accountability commitments and enable organisational learning.


Consultancy Background

As mentioned above, CIVICUS has developed a revised accountability framework which is grounded in two schools of thought - utilisation-focused evaluation and developmental evaluation theory, recognising that in complex environments, where social change is difficult to measure and attribute to one single effort, evaluation needs to be purpose-driven and enhance the likelihood to inform decisions.

We understand that the complexity of our work and our members makes it difficult to apply some traditional M&E tools and approaches and, as such, we are currently developing a Developmental Evaluation Framework that will provide a structure, with supporting tools and processes to help us better understand, monitor and evaluate our various projects. As we test these tools and approaches within the CIVICUS Secretariat and build our own capacity, we would also like to take this opportunity to generate an interactive M&E toolkit, based on the Developmental Evaluation Framework, that can be shared with our members and the wider sector.


CIVICUS is seeking to hire a short-term consultant to develop an interactive toolkit, transforming our new Developmental Evaluation Framework into user-friendly capacity development products that will be useful to various partners and constituents in the civil society sector.

The consultant will work closely with the CIVICUS Impact and Accountability and Capacity Development clusters.

The consultant will be responsible for developing a draft for the toolkit and delivering a final version, working with the CIVICUS communications team on design layout, following approval by the responsible CIVICUS officers.

Scope and objectives of the M&E toolkit

CIVICUS would like this M&E toolkit to be a living, online resource where we can share our M&E approaches, tools, lessons and learnings with our membership and wider civil society sector, whilst also providing a space for our constituents to upload/share their case studies, content and experiences in relation to the M&E content.

The scope M&E toolkit within the context of this consultancy includes:

  • The majority of the content and material for the toolkit already exists and the focus of this consultancy is to package the material in an interactive, user-friendly manner
  • The design of the outline of the M&E toolkit, that can expand as we continue to curate content
  • The development of capacity development products based on our Developmental Evaluation Framework and other M&E tools that we have recently tested
  • The creation of the online web/interface with the above content components
  • License for CIVICUS to do content maintenance in-house on any of the content components created

Indicative Activities

Consultancy activities include, but not limited to:

Timelines and Deliverables

  • Submission of detailed toolkit outline                                01 April 2019
  • Submission of toolkit’s draft version (offline)                     20 April 2019
  • Submission of revised offline version                                05 May 2019
  • Submission of toolkit’s final version (online)                     15 May 2019

Experience and Skills

  • Demonstrable experience (at least 5-7 years) developing interactive, innovative, web-based capacity development products and toolkits that promote usability
  • Ability to convey technical M&E concepts (such as Theory of Change, Results Framework, SMART indicators, Outcome Harvesting etc.) in digestible, user-friendly formats
  • Programme and/or capacity development experience in the international development, civil society fields
  • Experience in blended and adaptive learning approaches advantageous
  • Strong organisational skills with the capacity/availability to meet above deadlines

Application process

Interested candidates are welcome submit their proposal in writing to Tamryn-Lee Fourie at and Suhani Bhushan by 1st March 2019. Proposals must include the following:

  • Cover Letter describing personal and professional approach to this assignment with a proposal on how you hope to accomplish the objectives.
  • Full CV outlining relevant expertise in relation to the requirements of this assignment with examples of previous relevant capacity development products.
  • A financial proposal including rates and estimated hours for completion of this project (no travel is anticipated and consultants would operate from home location). Financial proposals should be in range of USD4000 to USD5000.

Deadline for application is 11 March 2019. Please contact Tamryn-Lee Fourie at and Suhani Bhushan at if you have any questions.