Terms of Reference (TOR) Consultancy Service for Strategic Plan Review (2022-2026) and Development (2027–2030)
Position:
Organization: Women Empowerment – Action
Not Specified
Background
WE-Action is a feminist women’s rights civil society organization implementing development and humanitarian programs aimed at promoting equal rights and opportunities for women, girls, men, and boys. The organization operates across five regions through 14 field offices, with strategic leadership and coordination provided by its Head Office.
As the current strategic plan period approaches completion, WE-Action seeks to review its existing strategic plan to assess achievements, challenges, lessons learned, and emerging priorities, and to develop a new Strategic Plan for the period 2027–2031.
To support this process, WE-Action intends to engage a qualified consultant or consulting firm to facilitate the strategic plan review and development process using a participatory, evidence-based, and inclusive approach.
2. Purpose of the Assignment
The purpose of this consultancy is to conduct a comprehensive review of WE-Action’s current strategic plan and develop a new Strategic Plan (2027–2031) that clearly defines the organization’s strategic direction, priorities, goals, implementation approaches, and results framework.
3. Objectives of the Consultancy
The specific objectives of the assignment are to:
Review the implementation and performance of the existing strategic plan.
Assess organizational achievements, challenges, gaps, lessons learned, and emerging opportunities.
Conduct internal and external environmental analysis relevant to WE-Action’s mandate and operational context.
Facilitate stakeholder consultations with management, staff, partners, beneficiaries, donors, and relevant stakeholders.
Review organizational vision, mission, values, and strategic priorities as necessary.
Develop a comprehensive Strategic Plan for 2027–2031, including strategic objectives, implementation framework, monitoring and evaluation framework, and resource mobilization considerations.
Support validation and finalization of the Strategic Plan.
Scope of Work
The consultant/firm will undertake, but not necessarily be limited to, the following tasks:
4. Inception Phase
Hold inception meetings with WE-Action management.
Review relevant organizational documents, including:
Existing Strategic Plan
Annual reports
Project reports
Monitoring and evaluation reports
Organizational policies and manuals
Donor and partner reports
Prepare and submit an inception report detailing the methodology, work plan, and tools for the assignment.
5. Strategic Plan Review
Conduct desk review and organizational assessment.
Analyze achievements, challenges, lessons learned, and gaps from the previous strategic plan.
Conduct SWOT/PESTEL analysis (Strengths, Weaknesses, Opportunities, and Threats) and/or (Political, Economic, Social, Technological, Environmental, and Legal Analysis)
Assess organizational capacity and strategic positioning.
Facilitate consultations through interviews, focus group discussions, workshops, and surveys as appropriate.
6. Strategic Plan Development
Facilitate strategic planning workshops with key stakeholders.
Review and refine: Vision, Mission, Core values and Strategic priorities.
Develop:
Strategic objectives and outcomes
Theory of Change (if applicable)
Results framework and indicators
Implementation framework
Monitoring, Evaluation, Accountability and Learning (MEAL) framework
Risk management considerations.
Operational and Administration Structures
Resource mobilization strategies
Partnership and sustainability strategies
7. Validation and Finalization
Present draft Strategic Plan to WE-Action management and stakeholders.
Facilitate validation workshop(s).
Incorporate feedback and finalize the document.
Submit final Strategic Plan and all relevant supporting documents.
Deliverables
The consultant/firm is expected to produce the following deliverables:
Inception Report with detailed methodology and work plan.
Strategic Plan Review Report.
Draft Strategic Plan (2027–2031).
Facilitation of validation workshop(s).
Final Strategic Plan (2027–2031) incorporating stakeholder feedback.
Presentation slides and all relevant data collection tools and reports.
8. Methodology
The consultant is expected to apply a participatory and consultative methodology, which may include:
Desk review.
Key informant interviews
Focus group discussions.
Stakeholder consultations
Workshops
Surveys/questionnaires
Organizational assessment tools
The methodology should ensure meaningful participation of staff, management, partners, beneficiaries, and relevant stakeholders.
9. Duration of the Assignment
The consultancy is expected to be completed within 3 months working days/months from the date of contract signing. The consultant shall provide a detailed work plan with timelines for each activity.
10. Reporting and Management
The consultant/firm will report directly to the Executive Director or designated focal person of WE-Action.
WE-Action will provide:
Relevant organizational documents
Coordination support
Facilitation of stakeholder engagement where necessary
Job Requirements
11. Required Qualifications and Experience For Individual Consultants
The consultant should possess:
Advanced degree in Strategic Management, Development Studies, Social Sciences, Organizational Development, Public Administration, or related fields.
Minimum of 7 years of proven experience in strategic planning and organizational development.
Demonstrated experience in developing strategic plans for NGOs/CSOs/development organizations.
Strong facilitation, analytical, and report writing skills.
Experience in participatory planning approaches.
Excellent communication and interpersonal skills.
For Consulting Firms
The firm should demonstrate:
Proven track record in strategic planning assignments.
Availability of qualified multidisciplinary experts.
Experience working with NGOs, civil society organizations, and donor-funded projects.
Strong organizational and facilitation
Renewed firm license.
12. Proposal Submission Requirements
Interested consultants/firms are required to submit:
Technical Proposal
Including:
Understanding of the assignment
Proposed methodology and approach
Work plan and timeline.
Team composition (if applicable)
Relevant experience and sample previous work
Financial Proposal
Including:
Detailed budget breakdown
Professional fees
Operational/logistical costs
Applicable taxes
Supporting Documents
Updated CV(s)
Company profile (for firms) recommendations letters for individual
Copies of relevant licenses/certificates
References from previous similar assignments
Evaluation Criteria
Proposals will be evaluated based on:
Assessment AreasPoint AllocationUnderstanding of the TOR10%Methodology and technical approach20%Relevant experience and qualifications20%Quality of previous work20%Financial competitiveness30%Total100%
13. Confidentiality and Ownership
All documents, data, reports, and materials produced during this assignment shall remain the property of WE-Action. The consultant shall maintain confidentiality of all information obtained during the assignment and shall not share or reproduce any materials without prior written authorization from WE-Action.
How To Apply
Interested consultants/firms should submit their technical and financial proposals electronically to:
martha.n@we-actionethiopia.org or mulushegayene@gmail.com
Subject Line: Consultancy for WE-Action Strategic Plan Review and Development (2027–2031) Application Deadline: June 15, 2026
14. Disclaimer
WE-Action reserves the right to accept or reject any application without assigning any reason thereof and may cancel the recruitment process at any stage.
Job Requirements The role requires advanced academic credentials in fields such as Strategic Management or Development Studies and at least seven years of proven experience in strategic planning and organizational development for NGOs/CSOs. Candidates must demonstrate strong facilitation, analytical, and report‑writing skills, with expertise in participatory planning approaches and stakeholder engagement. How to Apply Submit your technical and financial proposals electronically via email to martha.n@we-actionethiopia.org or mulushegayene@gmail.com. Include the subject line "Consultancy for WE-Action Strategic Plan Review and Development (2027–2031)".Deadline: Jun 15, 2026, 12:00 AM
Location:
Amount: 1
