Opportunities with CES Ontario
Want to help build evaluation capacity in the non-profit sector? Share your experience! As part of our focus on advancing the practice of evaluation, we have partnered with the Ontario Trillium Foundation (OTF) to help build capacity in Ontario’s Public Benefit Sector. Together we are planning a series of events to help connect our experienced evaluators with non-profits working in the OTF’s Action Areas in order to share practical evaluation advice and guidance. The first half-day event will focus on OTF’s Connected People Action Area.
CES-ON is looking for four evaluators who have experience in this area to be part of an expert panel for a half-day event in May, in the GTA. We are also looking for non-profit organizations with which you may have worked, that might be interested in joining to talk about their experience in doing evaluation in relation to Connected People.
Please let us know if you are interested in being on the panel by completing this short survey.
If you have questions, please contact firstname.lastname@example.org
Integrated Strategic-Operational Plan
Deadline: February 21st 2018 @ 12:00pm EST
[Download as PDF: RFP Strategic-Operational Plan – 2018]
We are no longer accepting proposals for this project. Submissions are now closed.
The Canadian Evaluation Society – Ontario Chapter (CES-ON) www.evaluationontario.ca is one of the largest Provincial chapters of the Canadian Evaluation Society (CES), a not-for-profit, national, professional association of evaluators committed to advancing evaluation theory, knowledge and practice through leadership, advocacy and professional development.
CES-ON has over 375 members. The membership of the CES-ON represents different sectors including the provincial and municipal governments, non-profit organizations, health care and social service agencies, school boards, colleges and universities, and private sector consultants.
CES-ON is guided by its vision (to enhance the recognition of evaluation as a valued and respected profession necessary for the well-being of all Canadians) and mission (to support evaluation and its practitioners in the public, private and not-for-profit sectors in Ontario through professional development, standards, member support, education and the promotional activities).
CES-ON provides value to its members by:
- Creating a community of practice and facilitating networking within the evaluation profession.
- Promoting awareness of evaluation and of the value that evaluation can add to government and business.
- Advocating the use of evaluation through direct contact with political and business decision makers.
- Disseminating knowledge about quality evaluation through training and professional development opportunities.
- Supporting research in evaluation.
- Supporting students and new practitioners (recent graduates, up to two years post-training)
CES-ON is seeking an Ontario-based vendor (consultant/firm) to facilitate an integrated strategic-operational planning process that will provide guidance on the future decision-making and continuous improvement of the organization. In close collaboration with the CES-ON Board, the successful proponent will synthesize an integrated strategic-operational plan (ISOP) that will include:
- a renewal of the organizational vision, mission and core values;
- that will support CES-ON in fulfilling its mission and vision;
- that will anchor CES-ON in a sustainable framework to support its objectives and identified outcomes, and;
- that will flexibly allow for CES-ON to remain current, responsive, and nimble to national/international evaluation agendas and opportunities, in the face of internal and external shift and challenges.
The ISOP will include long-term goals and short-term objectives that not only reflect the current social and economic landscape of evaluation regionally, nationally, and internationally, but also leverage internal organizational capacity and strengths, and anticipate the challenges CES-ON will face in the future. The plan should also consider creative and sustainable strategies for growing internal CES-ON capacity (e.g., infrastructure, systems, human resources) to strategically and effectively support organizational long-term goals and operations.
The vendor will be responsible for providing expert advice and facilitation throughout the project, while being responsive to CES-ON Board identified priorities and the following key deliverables:
- Assist the organization in its next integrated planning cycle, and ultimately, in the development of a comprehensive and sustainable integrated strategic-operational plan (ISOP) to anchor and guide CES-ON activities over the next five (5) years.
- Identify a critical path with relevant timeframes for the development of the integrated strategic-operational plan.
- Facilitate planning sessions to map out CES-ON’s future.
- Design an effective method for data gathering, synthesis, and presentation, including document review, online surveys, focus groups, and stakeholder meetings.
- Guide all stages of the integrated planning process, including meetings with CES-ON Board, association members, staff, and key external stakeholders.
- Assist in a review of CES-ON’s vision, mission, goals and objectives.
- Conduct an analysis of CES-ON’s offerings/services within a broader SWOT and PESTLE.
- Review past outcomes, successes, planned/unplanned opportunities.
- Conduct an environmental scan, trends, context, including a review of strategic plans/offerings from similar associations/societies (nationally and internationally) and stock-taking of assets, stakeholders and emerging opportunities (legislation, budget, leadership).
- Identify gaps between current industry needs, organizational resources, organizational facilities, and staffing and the identified vision, mission, goals and objectives generated through the process.
- Include a monitoring framework for reporting and evaluating progress against the integrated strategic-operational plan objectives.
- Align the organization’s future operational objectives to support proposed vision, mission, goals and objectives, such as (but not limited to):
- board and member support;
- human resources (staffing, size, positions, skills);
- technical and/or capital resources to run the organization effectively;
- third-party consultant needs;
- branding and marketing; and
- diversifying revenue sources.
- Ensure that the plan also:
- integrates building brand awareness of the CES-ON and its offerings through increased market presence;
- raises the profile of CES-ON courses, programs, and offerings;
- considers how to broaden marketing communications media beyond social media and outlines key partnerships needed to enhance value of CES-ON membership;
- outlines a comprehensive collateral plan; and
- includes a refined brand and membership message for target audiences.
- The final plan must consider both strategic and tactical/operational elements and present an execution plan that includes objectives, recommended tactics, timing/timeframes, budgets, and key points for responsibility.
- Develop an associated presentation (strategic highlights) suitable for public review and stakeholder validation.
The consultant will report directly to the CES-ON Executive Committee. The consultant can expect that CES-ON will assist in the logistics related to planning for stakeholder meetings and CES-ON admin will be available to provide meeting facilitation support. CES-ON will make available to the selected vendor the previous strategic plan (2012), progress documentation, and member survey data from 2012 and 2016-17.
The following is a planned schedule. Depending upon the number of proposals, intended completion dates may change.
|January 31th 2018||Call for Request for Proposal (RFP)|
|February 21st 2018||RFPs due at 12:00 pm EST|
|March 19th 2018||Review of proposals complete and successful candidate notified|
|May 15rd 2018||Draft of the strategic highlights presentation (for review and approval by members)|
|May 31st 2018||Draft of strategic – operational plan|
|June 30th 2018||Final integrated strategic – operational plan|
It is expected that the successful firm will be based in Ontario, Canada and have:
- Demonstrable recent experience and understanding of the non-profit sector.
- Extensive strategic and operational planning experience
- Experience coordinating and facilitating planning processes that result in comprehensive and sustainable integrated strategic-operational frameworks.
- Business planning and financial analytics experience and background.
- Relevant academic/ industry qualifications.
- A background in evaluation and/or Credentialed Evaluator (CE) designation is a plus.
Proposals should highlight:
- Demonstrated knowledge of organizational effectiveness, continuous quality improvement, and efficiency in volunteer/ not for profit boards.
- Demonstrated experience in organizational development and enhanced performance.
- Relevant experience and success in strategic-operational planning facilitation, including the level of satisfaction of current and past clients.
- Adequacy of approach and methodology.
- Completeness of the proposal.
Responses to this call for proposal submission should be addressed to the CES-ON sent electronically by PDF February 21st 2018, by 12:00 p.m. (Eastern Standard Time) to email@example.com.
The funding for this project is limited to $20,000-25,000 CAD (inclusive of GST/HST) inclusive of all expenses (travel may be approved on an as needed basis and requires approval in advance of travel dates). Bids in excess of this amount will be considered non-responsive. The payment schedule for the project will include:
- 25% upon receipt of proposed workplan;
- 50% upon receipt of the draft strategic-operational plan; and
- 25% upon receipt of the final integrated strategic-operational report.
Prospective bidders may approach Roxana Vernescu, Vice-President, CES-ON about this project. The questions should be submitted in writing via e-mail, no later than February 14th 2018, to: firstname.lastname@example.org.
The goal is to answer each question within two working days of its receipt. The answers to questions will be distributed to all bidders who have informed the Vice-President, CES-ON of their intent to make submissions. Questions and Answers will also be posted via the website www.evaluationontario.ca.
Right to Amend RFP
CES-ON reserves the right to amend or supplement the RFP, giving equal information and cooperation by way of issued addendum to all proponents through the CES-ON website.
Bidder Incurred Costs
All costs incurred in the preparation and presentation of proposals in any way whatsoever shall be wholly absorbed by the bidder(s).
The bidder(s) will indemnify and save harmless CES-ON from and against all claims, demands, losses, damages, costs and expenses made against or incurred, suffered or sustained, done or omitted by CES-ON at any time before or following termination of the agreement.
Acceptance of Proposals
CES-ON is not bound to accept the lowest price or any proposal of those submitted. Proposals will be assessed in light of the evaluation criteria specified above.
Evaluation of Proposals
At least three (3) members of the CES-ON Board will evaluate all complete proposals. The right is reserved to make an award based directly on the proposals submitted or to negotiate further with one or more proponents.
The proposal shall be the property of the CES-ON and shall not be published or released without the written consent of CES-ON.
Is there an RFP response template?
CES Ontario does not require submissions to follow a template, and we have not provided one.
Is there an RFP reference number?
There is no RFP reference number.
To what extent do you expect a complete marketing plan with messaging, audience identification, etc. to be part of the final ISOP?
We are envisioning a tiered and integrated approach. Our final ISOP includes the highest-level strategic planning of the typical SP (50,000 ft level) and also some high-level operational objectives across a number of key areas (10,000 ft level) that will arise during our ISOP discussions. Marketing and branding are two of those operational high-level pieces that would need to be addressed in some detail, but still at a high level (1,000 ft level). We want to ensure our marketing/branding objectives are discussed and anchored to the ISOP. The more detailed activities or work plan objectives will remain to be fully detailed/operationalized with key actionables as we start to implement the ISOP. We do need an outline of the marketing and branding main aspects, but we would flesh out the detailed workplan-level work further down the line, with clear guidance from the ISOP. At this point, we might call this a mini-SP for marketing and communications within/anchored to the broader ISOP.
How should consultants approach budget limits when designing a deliverable-based budget for the strategic plan, marketing, and operational elements of this RFP?
We will accept a “statement of limits” or caveats for each deliverable as needed, which clearly outlines what can/cannot be delivered within the scope of the RFP and the current budget. Should there be key tactical elements that you/your team deem noteworthy but that would require additional dollars beyond the projected budget, we will also accept an Appendix attachment to the main submission with an indication of the value-add elements and the corresponding additional budget. If this is something your team intends to explore, we would encourage you to provide an itemized list of “add-ons” rather than an overall dollar amount.
Given that the budget must include travel and accommodation costs for consultants, is there an advantage to the consultants being based in the Toronto vicinity?
We are mindful of the potential travel costs associated with a project of this nature. We are more than willing, and in fact would encourage firms, to provide alternatives to face-to-face meetings and consultations. We will provide virtual meeting capacity as needed, and we do not see the lack of in-person meetings as a barrier or hindrance to this process. Indeed, as a Board, we rely quite heavily on remote connection technology to meet our business needs, as several of our key directors – and indeed our membership base – are not entirely Toronto-based.
The priority for us is a firm with Ontario-wide knowledge and capacity and an ability to deliver within the project scope. Within these parameters, whether that firm is based in Toronto or elsewhere will not be a factor that will impact our decision-making.
We notice the requirement for the responding firms to be based in Ontario. We do not have a presence in Ontario, but we’re happy to be temporarily based there for an exciting opportunity such as this. Since we wouldn’t consider that temporary base as part of any travel costs, would you advise for us to bid in this situation?
The priority for us is a firm with Ontario-wide knowledge, networks, and capacity, and an ability to deliver within the project scope. These parameters also support long-term accessibility and continuity for the Chapter and the firm, and we consider a sustained Ontario presence to be a critical factor in this.
We do support alternative meeting options and virtual spaces, and will be seeking a firm that can demonstrate a strong foothold in the province; one that can be leveraged to foster existing networks and partnerships.
Essential Skills Series Instructors
[Download as PDF: Request for Quotations CES ON ESS]
The Ontario Chapter of the Canadian Evaluation Society (CES-ON) CES-ON is seeking facilitators for the Essential Skills Series (ESS) course, to expand the roster of instructors who have considerable experience in program evaluation, knowledge of the most current theory and practice, and experience as a professional learning instructor.
- Currently CES-ON offers courses that are developed by CES National Council (Essential Skills Series, Survey Methods, Logic Models), as well as courses based on members’ needs, that are developed by qualified instructors (Performance Measurement and Qualitative Methods in Program Evaluation).
- The Essential Skills Series (ESS) consists of fifteen foundational modules, taught over four days. The curriculum and content of ESS is developed by CES National Council. An overview of the Series content appears below. ESS is typically offered as a single continuous block of 4 days.
- Currently, sessions are held approximately 4 times a year.
- Organizations of both the private and public sectors can request an ESS for their staff. These sessions occur in addition to those that are regularly scheduled.
We would like to invite you to submit your qualifications for facilitating one or more of the session topics. In your submission, which should be a maximum of ten (10) pages, we request that you provide us with the following information:
- A personal statement telling us about yourself and your approach to facilitating a professional learning environment
- A résumé (including qualifications in the field of program evaluation)
- Highlights of projects completed in the past 5 years that serve to demonstrate your understanding and application of a variety of program evaluation concepts, approaches and methodologies
- Highlights of training and facilitation related activities in the past 5 years that serve to demonstrate your competencies as a professional learning instructor
- Four names of references for organizations: 2 that contracted or engaged you to undertake training, facilitation; and 2 for which you conducted evaluation projects and/or activities within the past three years
- Your daily fee as a professional learning instructor, excluding taxes, but inclusive of all other costs. Travel and accommodation for training 100 km outside your area of residence will be covered by CES-ON.
Please submit your cover letter and the ten (10) page submission electronically to the CES-ON Professional Development Committee at: email@example.com. Applications are accepted and reviewed on an ongoing basis. Selected candidates will be contacted for an interview, including a demonstration of teaching skills.
Please note: successful candidates may be required to attend the ESS modules they expect to teach as a form of “job shadowing” with experienced instructors
Proposals must achieve at least 80% to be placed on the roster.
|Experience with program evaluation||The equivalent of at least seven years fulltime experience in program evaluation in non-profit and/or government sectors. Must have played a lead role in designing and conducting a wide range of evaluations. Experience across several areas within non-profit and/or government sectors is preferred in order to be able to draw on examples for an audience representing a wide range of organizations.|
|Instructional experience||Experience and qualifications in professional learning instruction. Experience with instruction in the subject areas of program evaluation and research methods is preferred.|
|Instructional approach||Detailed description of approach to leading the module(s). (Note: Each module has a standard PPT presentation and handouts with accompanying materials and exercises.)|
|Knowledge of research methods and PE theory||Postgraduate degree or certificate with applied social research methods content. Possessing CE designation and/or further training, and attendance at CES courses and conferences are assets.|
|Communication skills||The writing skills and language proficiency will be rated. Submissions must be in English.|
|Knowledge of CES||Understanding of CES purpose and activity. History of membership and volunteer activity is an asset.|
About the ESS Modules
The ESS modules are designed by the Canadian Evaluation Society to introduce and enhance program evaluation skills and promote the professional practice of evaluation across Canada. Participant workbooks are provided for each module, as well as other materials. Refreshments and lunch is included is included in the registration fee. The ESS is targeted for:
- Individuals looking for an introduction to the main concepts in program evaluation
- Individuals new to evaluating programs and projects both as staff or consultants
- Program & Project Managers – responsible for designing and implementing programs, monitoring performance & assessing results
The modules use an interactive, participatory approach involving group exercises, case studies and discussion opportunities of relevance to especially the government and non-profit sectors.
Module 1: Foundations of Evaluation
Module 2: Evaluation Objectives and Roles
Module 3: Describing the Program
Module 4: EIP: Real World Challenges
Module 5: Evaluation Questions
Module 6: EIP Standards and Ethics
Module 7: Evaluation Indicators
Module 8: Common Research Methods: Part 1
Module 9: EIP Evaluation as a Profession
Module 10: Common Research Methods: Part 2
Module 11: Research Design
Module 12: Data Collection, Management and Analysis
Module 13: EIP: Project Management
Module 14: Synthesizing Evidence and Communicating Evaluation Findings
Module 15: EIP: Models and Special Topics in Evaluation
Keep up to date on job opportunities by following the Canadian Evaluation Society National website: Employment, Contract, and Collaboration Opportunities.
If you have a job opportunity you would like to post, please follow this link: CES Posting Guidelines.