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Full ToR can be found here: http://www.cherieblairfoundation.org/wp-content/uploads/2018/03/422-me-consultant-tor-march-2018-final.pdf
All submissions must be sent to firstname.lastname@example.org by 09:00 GMT on Friday 23 March 2018. Please use ‘M&E consultant India’ as the subject title to your email application.
MONITORING, EVALUATION & LEARNING CONSULTANCY FOR
PROJECT SUPPORTING SMALL-SCALE WOMEN ENTREPRENEURS IN
RURAL MAHARASHTRA, INDIA
TERMS OF REFERENCE
The Cherie Blair Foundation for Women (the Foundation) supports women entrepreneurs in
developing and emerging economies to access the skills, technology, networks and financial services
they need to become successful small and growing business owners. We are driven by our vision of a
world where women have equal opportunities and the capability, confidence and capital necessary to
create thriving enterprises and have a stronger voice in their societies.
Working in collaboration with our non-profit, private and public sector partners, we have supported
over 140,000 women from 100 countries across our Enterprise Development, Mentoring Women in
Business and Mobile Technology programmes. To find out more, visit www.cherieblairfoundation.org.
The Foundation is looking to contract a consultant to design a monitoring, evaluation and learning
(MEL) plan for their Ekta project supporting small-scale rural women entrepreneurs in Maharashtra,
The project will support 75 women over 12 months in remote villages in Maharashtra (around Pune
city) with tailored training and business development support, equipping them with the skills,
knowledge, networks and confidence they need to become successful small business owners.
The project aims to meet the following outcomes:
● Support 75 small-scale women producers to become successful entrepreneurs through
training and capacity building;
● Facilitate the creation of women enterprise groups, bringing together small groups of women
with similar businesses to work together to address existing business constraints and improve
their access to economic opportunities;
● Promote access to markets so women have increased access to economic opportunities;
● Provide linkages to financial services where relevant (e.g. savings, insurance, credit).
The project will be delivered by the Foundation in collaboration with its local implementation partner,
Dhriiti – The Courage Within.
3. Purpose of the consultancy
The purpose of this consultancy is to design the project’s monitoring, evaluation and learning (MEL)
plan and provide an independent assessment of the extent to which the project meets its goal of
empowering rural small-scale women producers in Maharashtra India to grow their businesses and
The primary focus of the evaluation is on learning and understanding the changes resulted from the
project, reflecting on progress and achievements, and highlighting recommendations for scale-up and
Specifically, the consultant will be responsible for the following:
1. Designing the project’s MEL plan, including developing Key Performance Indicators (KPIs) and
a detailed MEL framework (adapted from Foundation’s master M&E framework) to track
progress and achievementsin line with the Foundation’s guidelines. The plan produced by the
consultant should ensure stakeholder (especially beneficiary) engagement.
2. Developing the methods and tools for data collection, conduct data collection, analysis, as
well as a simple management information system for data compilation and processing, and
producing a report to present findings and recommendations (Dhriiti will provide support in
collecting some of the data required for evaluation).
The main audiences for this evaluation are the Cherie Blair Foundation for Women, partners and
stakeholders, as well as the women entrepreneurs themselves. The evaluation will be used by the
Foundation to inform future strategy and programming, and contribute to the global discussion on
women’s economic empowerment.
4. Evaluation scope and key learning questions
The Cherie Blair Foundation for Women is committed to working towards creating economic
opportunities for women. We are interested in focusing on this project’s contribution to building skills
for women owners of small businesses and linking them to finance.
The consultant will work in close collaboration with the Foundation and our local implementation
partner in India, Dhriiti – The Courage Within.
To guide the scope of the evaluation, the consultant will seek to respond to the questions below as
well as conduct an assessment in line with the OECD-DAC criteria. These questions are intended to be
a guiding framework, and will be refined in conjunction with the Foundation and Dhriiti.
Key questions to address in the evaluation will include:
Have the project outcomes been achieved, and were there any unintended outcomes?
How, when, and for whom did the project make a difference? How significant was this
Did project outcomes also extend to indirect beneficiaries? What was this impact, and how
significant was it?
What were the most effective methodologies and approaches used to bring about changes to
the women’s lives?
What components of the methodologies and approaches can be used to maintain changes
What has worked and what has not worked so well? What lessons have been learnt?
What are specific recommendations for future programme design?
We seek the most robust evaluation approach that is appropriate for the scope of the evaluation, the
resources allocated, and the intended audience.
Evidence shall be from both primary and secondary sources using quantitative and qualitative data.
The proposed methodology will employ (but not be limited to) the following approaches:
Review of project documents, including the original proposal, training needs assessment
findings, and any other relevant documents.
Desk research on women’s entrepreneurship and economic empowerment in Maharashtra,
Consultations with implementation partners and stakeholders.
Primary data collection using quantitative and qualitative methods as relevant – e.g. surveys,
focus group discussions, interviews(note: Dhriiti can provide support in collecting some of the
data, however the M&E partner will have to ensure the objectivity of the data collected and
The following deliverables are expected during and at the end of the consultancy:
Initial kick-off meeting with the Foundation and implementation partner to discuss/ agree the
scope of the evaluation.
An inception report which will detail the evaluation work plan, MEL system, including KPIs,
MEL Framework, and methodology for qualitative and quantitative data collection and
analysis, including data collection processes and tools, etc.
Baseline study, and periodic data collection thereafter to assess progress and achievements
Presentation of findings to the Cherie Blair Foundation for Women and Dhriiti using
PowerPoint at a validation workshop. The presentation should highlight the main findings of
Final evaluation report (including draft) including: findings, lessons learnt, conclusions and
recommendations and case studies.
An infographic summarising the key findings of the evaluation.
It is the aim of the Cherie Blair Foundation for Women to publish the final evaluation report.
The due dates for all deliverables will be finalised by the Consultant with the Foundation prior to
submission of the work plan.
In addition to the above, regular check-in calls between the Consultant and the Foundation will be
held to update on activities and debrief on emerging findings.
7. Scoring criteria for consultant selection
Criterion Details Weight
Experience of designing
and delivering research and
evaluations on women’s
A record of designing and executing monitoring,
evaluation and learning systems, including record
of delivering rigorous research and evaluations in
Sound knowledge and understanding of the entire
project cycle and the ability to monitor and
evaluate the quality of each project stage.
Competencies in data collection and analysis
related to socio-economic variables, quantitative
and qualitative research.
Sound knowledge and understanding of the
context and key issues related to women’s
entrepreneurship in developing and emerging
economies, especially in India.
Previous work experience in Marathi speaking
areas of India an advantage.
Experience working on
In-depth expertise in women’s empowerment in
developing and emerging economies, in particular
Previous experience of working on women’s
Proposed methodology The Consultant must work in consultation with the
Foundation and Dhriiti to develop the
The consultant must display the ability to identify
gender-specific approaches and indicators relating
to women entrepreneurs and design/develop
adapted methods to the local context.
Financial proposal The most economical proposal that meets the
expectations of the work will be selected.
All the costs related to this consultancy, including
travel, must be included in the proposal.
The consultancy is expected to commence in March 2018 and run through March 2019.
8. Payment terms
30% of the fee will be paid upon satisfactory approval of the inception report.
30% of the fee will be paid upon satisfactory approval of the draft report.
40% of the fee will be paid upon satisfactory completion of the final report.
The consultant is expected to provide her/his own office space and working equipment.
In addition, the consultant is expected to cover the cost of insurance, travel, communication and any
expenses associated with the consultancy within the available budget.
9. Instructions for submission
All submissions must be sent to email@example.com by 09:00 GMT on Friday 23
March 2018. Please use ‘M&E consultant India’ as the subject title to your email application.
Prospective consultants are expected to submit technical and financial proposals in English including
Profile of consultant/firm, clear demonstration of previous experience in conducting external
Understanding of the Terms of Reference
Approach and methodology
Proposed budget in GBP and inclusive of VAT.
Appendices to the proposal must include:
CVs of the consultancy team
Three references from similar training needs assessment projects undertaken by the
consultant(s), including e-mail contacts and phone numbers.
Questions and clarifications regarding the Terms of Reference should be sent to:
Organisation Cherie Blair Foundation for Women