WWF Internal Proposal Form July 2012
WWF Internal Proposal Form July 2012
WWF Internal Proposal Form July 2012
This template is to be used for the presentation of project/ programme proposals 1, including project/
programme proposals that are submitted for funding to WWF donor offices. Click here for the latest version
of the proposal template2. The template is designed to comply with the concepts and terminology present in
the WWF Standards of Conservation Project and Programme Management. The latest copy of this Standards
document can be found on OneWWF at https://sites.google.com/a/wwf.panda.org/ppms/step0 and also at
www.panda.org/standards. Also at the OneWWF site are instructions for the use of Miradi software, which is
strongly recommended to support the development of proposals and strategic plans.
This template is designed to be applicable to projects and programmes of all sizes, although in this document
the term “project” is used throughout to mean both. The level of analysis and detail expected in the proposal
will vary according to scale, complexity and budget. To assess the level expected, it is helpful to view
examples of proposals for comparable projects/ programmes. In some cases, particularly for large
programmes, you may have already developed a comprehensive strategic plan, but the programme can be
broken down into a number of projects, each of which requires its own strategic plan. Where appropriate,
you can of course reference appropriate sections of the programme strategic plan - to avoid duplication.
N.B.
When submitting a proposal, be sure to delete the blue guidance text in this template.
For definitions of the key terms used in this template, please refer to the WWF Standard Terminology at
https://sites.google.com/a/wwf.panda.org/ons/network-standards/wwf-standard-terminology
For continuing projects, you may update a previous proposal, emphasising the main changes compared to the
previous phase(s).
1
This template is very similar to the NI Strategic Plan template: the two templates will be harmonised in FY13.
2
The latest version of this template can be found at https://sites.google.com/a/wwf.panda.org/ppms/templates
WWF Proposal Template; Version July 2012 i
Title Page
Project Name: (choose a name which conveys the project's purpose and vision)
Related Global
Programme (GPF goals, Goal/ Objective Planned Contribution
Network Initiative, Priority Number Year
Programme, Global Priority
Driver)
Goal number A number and unit for yyyy
quantitative results, or
description for qualitative
results
Objective number B number and unit yyyy
Objective number C etc. number and unit yyyy
1. Executive Summary 1
2. DEFINE Your Project’s Team, Scope, Targets & Context 1
3. DESIGN Your Action Plan: Goals, Objectives, and Activities 1
4. Monitoring, Evaluation and Lesson Learning 2
5. Partners and Internal Human Resources: Roles, Responsibilities, and Capacity 3
6. Budget and Fund Raising 3
7. Communication, Participation and Information Sharing 3
8. Long-Term Vision and Sustainability 4
List of Abbreviations
Please provide a list of any abbreviations or acronyms that are used in the proposal.
Describe your project’s scope and conservation targets (the focus of your project)..
Describe your project’s situation, including in particular, the threats and opportunities.
Outline your project’s action plan including goals, objectives, strategies, and main risks and assumptions.
Describe how this action plan addresses the problems and takes advantage of the opportunities.
Give a brief overview of the human and material resources required (includes identifying partners and
key stakeholders).
Show bottom line WWF budget for the funding period of the project (by funding agency).
Who is on your project team, including in particular, significant institutions, activities and programmes
of work that need to be involved/ taken into account in designing this project
The scope of your project and why it is important to WWF (for example, in relation to biological, social,
political, land use and economic context). Where relevant, note any flagship or priority species present
and include a rough map of your project location.
Conservation Targets – the focus of your project within the scope; those elements on which the project
is ultimately intended to impact in a positive way.
Direct Threats/ Factors - The main factors that directly affect your targets and their rankings according
to appropriate criteria (so the priority issues to be addressed are clear). Include climate vulnerabilities
where relevant.
Indirect Threats, Opportunities, and Enabling Conditions - The potential indirect threats (root
causes) that drive the situation as well as opportunities and enabling conditions that can be exploited
(e.g. institutional, social, political, economic, demographic factors).
Actors/ stakeholders – The main people affected by the project, and who could affect the project, and
the influence they have. Focus especially on the people who live in the area (or areas) and/or those who
would be affected by the project.
Evaluations - Summarise any documents or evaluations of any forerunner to this work (especially
evaluations of WWF-funded projects or activities, but also other organisations).
3
The level of detail included here and in Annexes 1 and 2 is a matter of judgement and will vary significantly between projects. It will
often be appropriate to include only the broad strategies or major activities here in the main text and Annex 1, and provide a breakdown
to smaller activities, tasks and subtasks in Annex 3.
WWF Proposal Template; Version July 2012 2
Lesson Learning - Describe how WWF and key partners plan to periodically share, learn from and
make use of what has worked well and not so well within the project, supported by the monitoring and
evaluation information collected.
Budget for Project Activities and Monitoring and Evaluation - Outline costs of project activities. The
cost of monitoring and evaluations should normally be in the range 5-10% of the annual project spend.
Funding Already Secured - For funding already secured, describe the funding source, amount, duration
and which aspects of the project are being funded by this source.
Other Funding Proposals - Describe what funding proposals are active or are being considered.
Describe the potential funding source, the amount, the duration, which aspects of the project could
potentially be funded, and when WWF expects to be informed about whether funding will be granted.
Marketing Potential - Explain the potential of the project to raise or leverage additional funds.
Long-Term Vision and Expected Project Lifetime - Your vision for the project over the long-term and
the expected project lifetime.
Sustainability and Exit Strategy - Set the scene for an exit strategy, or outline a process for this to be
developed. Describe the required situation with respect to factors that ensure sustainability such as
institutional capacity, political/ social support, sustainable funding, and resilience to climate change
impacts where relevant. For example, which groups in society will support the project, and which may
oppose it? Who will manage the activities after the end of the programme? Do they have the right skill
sets to do so? Are they or will they be financially self-sufficient?
Extending the Project’s Impact - If a continuation, replication or magnification strategy is expected,
the rationale should be explained.
A basic format for your summary table is shown below. Your conceptual model (if you have one) should also
be shown here. Guidance and examples are available at www.panda.org/standards (Step 2.1).
Where several donors are contributing to the delivery of one plan, it is recommended to produce one overall
action plan, whilst being clear about any restrictions on the use of funds.
It is very important that goals, objectives and strategies are developed that meet the defined criteria before
attempting to develop the monitoring plan. Where Goal, Objective and Strategy/ Activity statements have
been developed that are relatively general, they need to be refined to be specific and measurable.
Some assumptions and risks may run right through the plan. Where this is case, there is no need to state the
risks and assumptions multiple times (it would be better to record the project assumptions/ theory of change
in Section 3 and include a separate risk assessment table here).
4
The level of detail provided in this section is a matter of judgement and will vary significantly between projects. It will often be
appropriate to include only the broad strategies or major activities here in Annex 1, and provide a breakdown to smaller activities, tasks
and subtasks in Annex 2.
WWF Proposal Template; Version July 2012 5
Annex 2: Monitoring Plan
The required format is shown overleaf. It is recommended to produce monitoring plans in Excel, being a
much more flexible tool than Word. Guidance and examples are available at www.panda.org/standards (Step
2.2).
Effectiveness monitoring: monitoring of Goals and Objectives to help answer questions like:
Are we having impact? Have we made any difference and can we demonstrate it?
Is our theory of change working?
Status/ Context and Risk monitoring: to help answer questions like:
Are our Strategies the right things to do, given wider contextual developments?
It is assumed that you will also monitor your Activities (in a simple, light way against your workplan) and
your Resources/Finances (via your finance system) to help answer questions like: Have we done what we
said we would do?
Part 2 of the WWF technical report (TPR) format mirrors this monitoring plan format (see columns and rows
in black text) , and will prepare you to provide a summary of the project’s progress on an annual basis (for
the TPR format go to https://sites.google.com/a/wwf.panda.org/wwf-
international/divisions/conservation/cspu/monitoring/reporting/fy12-reporting)
Note, however, that data analysis should not be left solely to the year end; it is recommended that regular
analysis and reflection on progress should take place (at least on a quarterly basis).
Information Indicators Method/ Location When Who to Baseline Planned Planned Cost
needs source of provide data intermediate final
data and use result result
(from the action (what will you (how will you (where will (timeframe & (who will (most recent (estimate for
plan) measure?) measure?) monitoring frequency of provide and figure and date, FY FY FY (value and monitoring
be done?) data analyse the or when it will date) the indicator)
collection) data?) be defined)
Goals
Good goals are
SMARTWhat
and are the milestones you
linked
to intend to reach to achieve the goal
biodiversity,What is the status of what
human wellbeing,youState
or objective? appropriate
are measuring at the
or dates for measurement. For
footprint beginning of the project/
objectives,
reduction. annual measurement is
programme?
recommended. Goals are likely to
Objectives
be measured at less frequent
intervals.
Notes:
You may wish to prepare a longer term (3-5 year) workplan in addition to the annual workplan to help
plan resources. This will not be necessary if the timeframe and resources for activities is already clear in
Annex 1 (Action Plan).
The Activities and estimated costs in the annual workplan should be used to help prepare the budget. The
correspondence between the main activities in the workplan and those in the budget needs to be clear.
5
The Project Executant is the person who is in charge of achieving the results of the Project, including responsibility for the production
of the technical report and for the project budget. The Project Executant may in some locations be referred to as the Project Manager,
Technical Manager (for the Project), or Key Personnel (for the Project)
6
Relevant operational staff should be regularly informed of the existence and scale of projects in the pipeline.
7
There is a natural tendency to use the overwhelming force approach and assume that if we ask for vastly more money than we actually
need then there won’t be a problem achieving the task. In reality, this approach rarely works.
WWF Proposal Template; July 2012 9
Annex 5: Organizational Structure (WWF and Partners)
An organizational structure chart is used to present the organizational structure of the project and any
agreements (MOUs, PIAs), team descriptions, job descriptions of key roles, as appropriate.
Regional Programme
Supervisor
(Head of MedPO Forest Unit 40%)
Regional Programme
Communications
Regional Programme
Supervisor
Administration
(Head of MedPO Communications
(Provided by MedPO Administration)
Unit 30%)
Regional Programme
Coordinator
SIGN OFF (4): For all programmes over £100K lifetime value
SIGNED: DATE:
(Director of Programmes)
COMMENTS:
SIGN OFF (5): For all programmes over £500K lifetime value
SIGNED: DATE:
(Chief Executive)
COMMENTS: