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In order to improve the organizational capacity of your own structure, your institution/organization/project should be well planned, implement real services to your clients and have a complete documentation and recording system of your activities and services to operators.

Checklist

Human resources development

• Is there any job description for each of the employees?

• What are the skill up grading training needs for employees?

• Are there regular weekly personnel meetings?

Equipment administration

• Is there any list of the equipments (number and condition)?

Planning

• Is there any action planning? (yearly, 6 month, or 3 month planning?)

• Are there weekly personnel meetings for weekly planning?

• Is there any planning of visits and services to operators (BDS planning)?

Implementation of services to operators

• Are there regular visits to operators?

• Did you implement support activities to operators?

Recording and reporting

• Did you document these visits to operators?

• Did you document the situation analysis, main problems and proposals of operators?

• Did you record your every day activities?

• Did you record your services to operators?

Collaboration with partners in the field of BDS delivery

• Is there any list of partners of your region?

  • Commercial BDS providers

  • NGO

  • Vocational and technical training centres

  • Facilitating agencies

• Is there any study about the loan conditions of the finance institutions of your region?

• Are there already personal contacts with the partners?

• Did they get your presentation brochure and your planning?

Formats

Is there a folder with the following formats?

• Action plan

• Activity report

• Records on everyday activities

• Records on services to operators

• Business plan format for operators

• Loan application forms of the finance institutions of your region

Presentation of your own structure to national, international partners 
and visitors

• Is there any presentation brochure or leaflet of your organization (local language and English)?

• Does this brochure include a presentation of the achievements (services to operators implemented)?

• Is this presentation brochure always available and distributed to partners?

• Are your offices equipped with presentation boards and are your planning and services to operators fixed on it?

• May we find some photos of operator workshops on it (and not only seminaries)?

see our tool "Folder method"

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