Toolbox 03-01-06 使用外部支持

工具概述

Using External Support,  you need to understand some of the key considerations of commissioning third parties.
使用外部支持,你需要了解委托第三方的一些关键考虑因素。

This task focuses on the consideration of commissioning and working with external service providers when, for example, human resources are stretched, when your organisation has a lack of experience, or when you need to receive independent feedback or any specialist know-how connected to the project design, costings or fund raising aspects of your plan.
这项任务专注于考虑在人力资源紧张、组织缺乏经验或需要独立反馈或与项目设计、成本或筹资方面相关的任何专业知识时,委托和与外部服务提供商合作。

 三个工具

  •  Tool 1 is a Template for a call document
    工具 1 是一个用于调用文件的模板
  •  Tool 2 is a Template for organising the administrative process of commissioning       providers
    工具 2 是一个用于组织委托供应商行政流程的模板
  •  Tool 3 is a table with assessment criteria and scoring system
    工具 3 是一个包含评估标准和评分系统的表格

关键挑战

  • The need to organise, manage and coordinate the external service provider reduces the expected human resource efficiencies of commissioning the work.
    组织、管理和协调外部服务提供者的需求降低了委托工作的预期人力资源效率。
  • The assessment and selection process of the preferred bidder needs to be conducted as objectively as possible. A balance needs to be achieved between high levels of experience and the ability to work well with you.
    对优选投标人的评估和选择过程需要尽可能客观地进行。需要在丰富的经验和与您良好合作的能力之间取得平衡。
  • Everyone involved in the assessment and selection process needs to be fully aware of the assessment criteria and the scoring system. If people fail to understand how scores are defined and what you are looking for from the provider, the quality of the selection process will be low.
    所有参与评估和选择过程的人员都需要充分了解评估标准和评分系统。如果人们未能理解分数的定义以及您期望从提供者那里获得什么,选择过程的质量将会很低。
  • The composition of the selection panel should not be dominated by an individual, each panel member needs to have the freedom to express their thoughts.
    选择小组的组成不应被个人主导,每个小组成员都需要有自由表达自己想法的权利。
  • Establishing a close working relationship with the external service provider is essential. There is a need for regular meetings to provide the necessary briefing about the project, to share relevant information and to ensure that the service provider is producing the outputs you are expecting. Efficient communication and good coordination skills are required by your organisation to benefit most from your provider.
    与外部服务提供商建立紧密的工作关系至关重要。需要定期召开会议,提供关于项目的必要说明,分享相关信息,并确保服务提供商能够产出您所期望的成果。您的组织需要高效的沟通能力和良好的协调技巧,才能最大限度地从服务提供商处获益。

主要风险

  • If you don’t coordinate and manage the external service provider well, the risk of losing control of the commissioned task is high and the end result might not be as you expected.
    如果你不协调和管理好外部服务提供商,失去对委托任务控制的风险很高,最终结果可能并不符合你的预期。

实用贴士

  • Although desireable, there is no need for each member of the Selection Panel to read, assess and score all of the submitted tenders. This is particularly the case when you have received a lot of tenders. In this case, divide them up and allocate a more manageable number of tenders to each Panel Members, while ensuring that each tender is read by at least two panelists.
    虽然理想,但每个选拔委员会成员都不需要阅读、评估和评分所有提交的投标。当你收到大量投标时尤其如此。在这种情况下,将它们分摊,并为每个委员会成员分配一个更易于管理的投标数量,同时确保每份投标至少被两位委员阅读。
  • The best role for external service providers is to provide a hand-holding service to you whereby the external service provider is offering feedback, training, and advice to you whilst you are actually doing the work. In this way, you and your team will gain know-how and build capacities for similar tasks in future.
    外部服务提供商的最佳角色是为你提供指导服务,即外部服务提供商在你实际进行工作时提供反馈、培训和咨询。这样,你和你的团队将获得专业知识,并为未来类似的任务建立能力。
  • Once commissioned, the external service provider needs to be thoroughly briefed about the background and context of the task. Frequent meetings with relevant members of staff will need to be held to ensure that the third party is well informed about the project and you about his/her work.
    一旦委托外部服务提供商,就需要向其全面介绍任务的背景和情况。需要与相关工作人员频繁开会,以确保第三方充分了解项目,并且你了解其工作情况。
  • A further excellent role for the involvement of third parties is to undertake the review or pre-appraisal of a final draft funding application. This will ensure that your application is pre-assessed by an experienced outsider. In this case, take greatest care that the external service provider has an in-depth knowledge of the fund and the assessment criteria of the funder.
    第三方参与的一个更出色的作用是负责对最终的资金申请草案进行审查或预评估。这将确保您的申请由经验丰富的外部人士进行预评估。在这种情况下,务必格外小心,确保外部服务提供商对基金及其资助者的评估标准有深入的了解。
  • Managing external service providers usually requires a dedicated allocation of human resources.
    管理外部服务提供商通常需要专门分配人力资源。

参考资料:M1 6 Use External Support