Jean Roberts – Training Manuals Supporting Not-for-Profit Organisations

1. Collaborative Working Relationships Toolkit

By Jean Roberts

This 36-page PDF Toolkit is offered as an aid to Nonprofit Organisations and Social Enterprises in considering formal or informal collaborative working relationships as a strategy in achieving organisational growth.

It is not intended for direction – or as a sole basis for decision-making. Such relationships may be a Partnership, Business or Service Network, Strategic Alliance, Consortium.

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2. Successful Quoting and Tendering Techniques

By Jean Roberts

This 43-page PDF addresses the core business of nonprofits and commercial enterprises in successful quoting and tendering.

There is an art to preparing quotes and tenders – always start with what you are offering to deliver, complete with costing, budgeting and scheduling of all related activities. Then, and only then, can you draft and refine a positive, powerful and persuasive document and ‘corporate’ image.

A successful quote or tender will include validated and sufficient detail on cost, quality, delivery and timeliness to convince the assessors of your organisation’s credibility, capability and commitment to a consistent and superior quality of goods or services.

An effective request-for-quote or tender brief will provide sufficient and accurate detail on eligibility, specifications, quality, timelines, assessment/evaluation criteria, selection procedure, confidentiality, negotiation procedures and contractual obligations.

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3. Outcome and Social Impact Measurement Checklist

By Jean Roberts

This 35-page Checklist addresses and explores measurement of outcomes – as separate and different to recognition of ‘effort’ and ‘investment’ – has not been a priority in the Nonprofit Sector.

Many Contracted Service Providers place a higher priority on needs assessment and service delivery than on measurement of outcomes. Measurement in itself is often seen as taking resources away from service delivery.

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4. Service Delivery for Nonprofit and Commercial Service Providers

By Jean Roberts

This 49-page PDF addresses both Service Delivery and Service Quality.

There are three major stages in Service Delivery:

• assessment of the target audience and their needs, interests and aspirations (ie research),
• service design – to ensure that the service design is based upon the research stage, and
• service delivery – to ensure that the services delivered are consistent with the service design.

There are three basic components in Continuous Quality Improvement for the Service-provider:

*to increase ‘our’ knowledge and understanding of service-user expectations and requirements,
*to improve the design, so that the mix of features afforded by ‘our’ programs and services more closely match service-user expectations and requirements, and
*to improve ‘our’ ability to provide programs and services which consistently conform more closely to the design.

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