Project delivery

Step by step

1. Program planning Program Lead

   Program Lead selects the organization, names the program and records its focus and start date. A planned program moves to active when work begins.

   • Sets the program's operating identity, focus and status.
   • Updates Organizations, Programs

2. Project planning Program Lead

   Program Lead links the project to the program and enters its location, budget, start and end dates. The project has its own status, separate from its program.

   • Places the project in the portfolio with its budget and schedule.
   • Updates Programs, Projects

3. Activity and household registration Field Coordinator

   Field Coordinator records planned activities and supported households under the project. Each household carries its own location, size and vulnerability setting.

   • Connects planned work and supported households to the project.
   • Updates Project activities, Beneficiaries, Projects

4. Activity delivery Field Coordinator

   Field Coordinator records the date, summary, beneficiaries reached and actual activity status. A completed activity remains linked to the project where it occurred.

   • Records actual date, reach, summary and progress.
   • Updates Project activities

5. Outcome review Program Lead

   Program Lead compares project status and dates with completed and stalled activity records and the households the project supports.

   • Keeps project status and delivery evidence available for review.
   • Updates Projects, Project activities, Beneficiaries

Program Lead

Owns the program and project plan.

Field Coordinator

Records activities and supported households.

Admin

Maintains organization context.

Finance Lead

Reads activity evidence during reconciliation.