Individual Consultant (2.5 months)


Title of project: Development of a region-specific strategy planning toolkit for UNHCR staff in the Field to develop multi-year evidence-based protection strategies in line with the new Results-Based Management approach(COMPASS).

Purpose of the project: Develop a user-friendly toolkit (in English and Spanish) for staff in the Field, to develop multi-year evidence-based protection and solutions strategies–including situational analysis, strategic visions, theories of change, results in frameworks, monitoring, and evaluation plans, and needs-based budgets–using consistent and coherent approaches to planning that responds to context-specific needs in the Americasregionin line with the newly rolled-out Results-Based Management approach(COMPASS).

Location: Home-based / Teleworking
Duration of the assignment: 2.5 months
Condition: Full-time (40 hours per week)

General Background of Project or Assignment:

In 2021, UNHCR renewed its approach to implementing results-based management (RBM) and introduced COMPASS a new approach for planning, managing, showing concrete results and positive changes in the lives of persons of concern. This renewed approach includes a multi-year strategic planning cycle, a new global results framework, and a new software tool for planning, budgeting, monitoring, and reporting on results involving the active participation of the operations a multi-functional team, and a wide variety of stakeholders.
The multi-year strategies should be anchored in UNHCR’s priorities, such as supporting the implementation of the Global Compact on Refugees (GCR), UN Sustainable Development Cooperation Framework (UNSDCF), Humanitarian Response Plan (HRP), and/or Refugee Response Plan (RRP).

The strategic planning process consists of the following elements to be developed by the operations jointly with other partners and stakeholders: 1) situation analysis (defines the nature and scope of problems faced by people of concern in a particular context so as to ensure the relevance of our strategic planning and support decision-making throughout the multiyear program cycle; includes projected population figures, primary and secondary data collection), 2) strategic direction (vision and theory of change), 3) results in frameworks that articulate the specific results the operation seeks for persons of concern at three levels: impact, outcome and output, 4) monitoring and evaluation plans, and 5) a resource and management plan. Operations are required to conduct all of these steps and develop the related elements to submit a coherent and solid strategy to the Regional Bureau by early May.

As a result of the roll-out of the new RBM approach and subsequent strategy planning in 2021, many lessons were learned. Headquarters provided a series of guidance and instructions, some of which were not easily applied to the diverse, urban contexts and populations in the Americas region. The Regional Bureau has developed various complementary regional-level guidance but has not packaged such guidance in a simple-to-use way. The Bureau is interested in developing a toolkit that serves both as a step-by-step guide to strategic planning as well as a tool for training trainers. This toolkit would ensure regionally consistent approaches to the strategic planning steps, in line with regional priorities, and would help to empower the field through capacity-building in evidence-based and context-specific approaches. A consultancy is required to develop this Americas-specific strategy planning toolkit. The toolkit should be a living resource, which the Bureau can continuously update over time, but requires a structure and a basic set of tools as a foundation from which to begin. Overall Purpose and Scope of Assignment:

  • Development of a toolkit to be used for strategic planning in the Field, with adequate practical guidance to enable the delivery of a training of trainers.
    1) Organize existing resources and develop the structure and format of the strategy planning toolkit, which should include tools and tips for developing:

  • Situation analysis

  • Strategic direction including vision

  • Theories of change

  • Results frameworks

  • Monitoring and evaluation plans

  • Resource and management plans

2) Develop a first set of tools, including but not limited to the following list. Each set of tools should come with clear guidance on how to apply these tools and on how to further conduct a training of trainers.

Sample agendas and key recommendations for multi-functional team strategy planning workshops; sample roadmaps for strategy planning processes; guidance for conducting stakeholder consultations throughout the process
Situation analysis: Methodologies for deciding key questions for primary and secondary data collection and analysis to inform strategies; Joint data analysis step-by-step guides specifically for strategy planning
Tools for establishing a strategic direction and visioning (workshop materials and methodologies)
Tools for development of theories of change and results frameworks in multi-functional teams (workshop activities, templates, approaches)
Tools for monitoring and evaluation planning (step-by-step guides)
Guidance for needs-based budget allocation

Required level, qualifications, and work experience:

Qualification and experience required (degree required, years of work experience, field of expertise, language required):

(i) Degree required: The contractor must have a bachelor’s degree in social sciences. Desirable but not required: postgraduate studies (master’s) in social sciences/ project management/humanitarian aid/development.

(ii) Years of experience: A minimum of 6 to 8 years of work experience with national and/or international organizations or non-governmental organizations (NGOs) related to the subject. The candidate must have experience in delivering training sessions – training of trainers is a plus (in development, humanitarian work, and/or international protection), and proven experience in evidence-based strategy development and stakeholder consultations

(iii) Field of expertise: results-based management, strategic planning, and analysis

(iv) Language: Excellent level of Spanish essential, solid knowledge of English

  • Monitoring and Progress Controls (report requirements, periodicity, format, deadlines):

a. The final product (e.g. survey completed, data collected, workshop conducted, research documents produced specify): toolkit developed
b. Work on the basis of time employed: Yes
c. If it is to result in a written product specify:
a. Number of pages: 30 max
b. Language(s): English and Spanish
c. Number of copies: 1 per language

How to apply

The closing date for submission of applications is 2 November 2021 (Midnight Geneva time).

We only accept applications submitted through the MSRP (UNHCR Career site) (

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