1. ADP – CO Transition Management Support High Level Overview
Jennie Perzon, Jennifer Jaramillo

2. CARE’s Challenge
The driver for CARE’s change is to address the impact of a significant reduction in Food For Peace (FFP) funding and organizational evolution in a number of key countries.
External Situation
The new strategic plan for FFP aims to focus future resources available for development-oriented multi-year assistance programs on the most vulnerable people in the most food insecure countries.
Implication
CARE Country Offices that depended on FFP and monetization for a significant source of their resources will need to address the impact to the way they work.
Internal Situation
CARE has made organizational evolution a priority and are reassessing their strategic position and operations.
© 2006 Accenture. All rights reserved.

3. Globally relevant approach
Project Objectives
The project objectives are to collaboratively address short-term and long-term CARE goals for handling organizational impact as a result of reduced resources.
Provide support to the four selected COs in addressing the impact of reduced resources, particularly FFP resources
Document and package approaches, tools, and lessons learned for a globally relevant methodology that other CARE COs can use in the future
Guiding Principles
Balance CO’s immediate needs with globally relevant resources and priorities
CARE and ADP collaboratively team together to achieve project objectives
Align project with ongoing initiatives including the CARE USA Strategic Plan, CO Entry/Exit Criteria, and CO Business Models
Engage key stakeholders for consultation
Share knowledge and mutual learning across the organization
Facilitate re-use of approaches, processes, and tools
CO immediate needs
Globally relevant approach
© 2006 Accenture. All rights reserved.

4. CO Transitions Framework
Strategy & Vision
Governance
Programs
CI strategy impact on identifying future state
CARE USA strategy
RMU and CO strategy
CARE Leadership from RMU and Atlanta
Any governance processes or bodies to oversee CO Transition
Donor and program impact on operations
Program dependency on operations (requirements)
Impact of operational change
CONTEXT
Country Operations
Finance
Processes
Policies and procedures
Needs and Volume analysis
Organization Structure
Roles and responsibilities
Reporting lines
Job descriptions
Staff Development
Skill analysis
Capacity development
Knowledge Transfer
Change Management
Communications
Leadership
Retention and motivation
Funding pipeline
SPC
Scenario analysis
Talent Management
Knowledge Sharing
Monitoring & Evaluation
SUPPORTING
ACTIVITIES
Talent management
Succession planning
Core competency development
Identify key success factors and lessons learned
Share transition process with other CARE COs
Share within CO / RMU
Measure success and impact of transition
Measure success of ongoing operations
Integrate metrics into CARE’s broader M&E and reporting mechanisms
© 2006 Accenture. All rights reserved.

5. Approach Implementation Transition to Phase
Project: Approximately 20 weeks
Data Gathering and Impact Assessment
Refine Goals &
Define CRM Capability Blueprint
Country Office Support
(Angola, Tajikistan, Bolivia, Honduras)
Consolidation / Knowledge Sharing
Establish
Implementation
Roadmap
Project orientation, HQ stakeholder meetings
Consolidate findings & package deliverables
Develop CRM
Impact Assessment
Operational Structure analysis
Implementation Planning
Change Management Planning
Vision
Implementation
Transition to
Phase
Project approach and work plan
Plan & facilitate concluding workshop
Document
Gather country information and lessons learned
Develop summary final paper
Journey & Program Management
Project Management
Pre-start Planning
2 Weeks
In ATL
4 weeks
in each CO
2 Weeks
In ATL
Executive
Checkpoint CO
Kick-Off
CO Midpoint
CO Initial
Findings
Executive
Midpoint
Executive
Final
Review
© 2006 Accenture. All rights reserved.

6. Key Activities Approach
week commencing
07-aug
14-aug
21-aug
28-aug
04-sep
11-sep
18-sep
25-sep
02-okt
09-okt
16-okt
23-okt
30-okt
06-nov
13-nov
20-nov
27-nov
04-dec
11-dec
18-dec
Project Phase / Activity 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20
Project Orientation and Planning
Project orientation, HQ stakeholder meetings
Prepare project approach, detailed workplan
Gather country information & develop approach
Pilot Country Support
Country Visit 1 - Angola
Country visit 2 - Tajikistan
Country visit 3 - Bolivia
Country visit 4 - Honduras
Consolidation / Knowledge Sharing
Consolidate findings & package deliverables
Plan and facilitate concluding workshop
Develop summary final paper
Project Mgmt / Status Reviews X
Milestones / Checkpoints
Kick-off
Workshop
Initial CO
Findings
Initial CO
Findings
Initial CO
Findings
Initial CO
Findings
Conclusions
Workshop
© 2006 Accenture. All rights reserved.

7. Deliverables Approach
Global Report – Final Presentation
Project Overview and Approach
Guiding Principles & Assumptions
CO Summary and Highlights
Key findings and overall observations
Lessons Learned & Key Success Factors
Conclusions & Recommendations
Reference Documentation
Toolkit
Toolkit Framework and Approach
Transition Management
Change Management
Financial Analysis
Org Structure
Processes
Staff Development
Templates and Examples
Angola
Key findings
CO Summary
Interim Recommendations and Activities
Key Findings
CO Summary
Interim Recommendations and Activities
Tajikistan
Key Findings
CO Summary
Interim Recommendations and Activities
Bolivia
Honduras
Key Findings
CO Summary
Interim Recommendations and Activities
© 2006 Accenture. All rights reserved.

8. Country Office Approach (1)
Approach was to conduct a quick assessment and based on current demands and priorities, initiate activities that the country office will take forward.
Consultative and collaborative approach
Actionable, practical and user-friendly tools and templates that are easy to implement
Initiating momentum for transition activities
© 2006 Accenture. All rights reserved.

9. Country Office Approach (2)
Develop an understanding of current operations
By using a top-down approach conduct meetings / workshops and Interviews with key people in CO
Review of relevant documentation (strategy, process, policy etc.)
Sub-office and field visits
Develop an understanding of the environment in which the CO operates
Social, political, economical situation and trends
Donor and NGO environment and trends
Conduct analysis to identify CO’s key challenges and goals
Impact of removal of resources
Focus on Operations (Admin, Finance and HR)
Alignment with findings from ATL HQ meetings
Validate and prioritize challenges
Meetings, workshops and document review with key stakeholders
Short term vs. long term priorities
Collaboratively develop solutions and recommended activities
Work with relevant people in CO to develop and implement (tools & templates)
Focus on change management (org structure, R&R, Communication, training etc.)
Facilitate knowledge sharing
Communicate lessons learned
Share Key Success factors
Document findings
CO Summary
Input to global report
Validate with CO SMT, RMU, ATL HQ
Wk.1-2
Wk.3-4
© 2006 Accenture. All rights reserved.

10. Journey – Current CO State
Increase program impact
Transform
Improve and strengthen
Stabilize
Maintain and Repeat
Innovative programs with high impact
Focus on continuous improvement
Proactive, learning organization
Knowledge Sharing
Continue towards CARE’s mission and vision
Restructure
Build the foundation
Increase skills and capacity
Create standard processes
Identify efficiency improvements
Refine operational structure
(iterative process)
Analyze
Determine the change
Strategic Planning
Identify vision
Structure a flexible and agile organisation
Management inspire and lead transition process
Transparent process with staff
Consistent Communication
Financial Analysis
Determine impact on Program Support Structures
Align analysis of Title II funding removal with parallel activities / initiatives
CARE’s presence and operations (Strategic Plan)
Trend towards development programs
Removal of large infrastructure / service delivery funding
© 2006 Accenture. All rights reserved.
Timeline