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Learning & Development Scalability Program Development Services and Community building framework and tools Development Services
Population Services International (PSI)
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Job Description

POPULATION SERVICES INTERNATIONAL (PSI)

REQUEST FOR PROPOSALS

FOR THE PROVISION OF PROFESSIONAL LEARNING & DEVELOPMENT SCALABILITY PROGRAM DEVELOPMENT SERVICES

AND

FOR THE PROVISION OF COMMUNITY BUILDING FRAMEWORK AND TOOLS DEVELOPMENT SERVICES

CLICK HERE FOR FULL RFP

REQUEST FOR PROPOSAL (RFP) NO. : 9-HR-10007-600

TO PROVIDE : Learning & Development Scalability

Program Development Services and

Community building framework and

tools Development Services

ISSUE DATE : September 20, 2021

LAST DATE FOR RECEIPT OF

CLARIFICATION QUESTIONS BY PSI : September 27,

2021

LAST DATE FOR RESPONSES BY PSI : September 30, 2021

RFP CLOSING DATE AND PLACE : October 8, 2021 5:00 EDT Washington, DC

PROPOSALS MAY BE

DELIVERED BY EMAIL To : Mary Williams mwilliams@psi.org

Population Services International

1120 19th Street, NW, Suite 600

Washington, DC 20036

RFP Scope of Work

#1 LEARNING & DEVELOPMENT SCALABILITY PROGRAM DEVELOPMENT

Challenge we are looking to address

PSI’s Learning & Development (L&D) team is on a constant mission to make a greater and lasting positive impact on our team with the resources at hand. As PSI expands its services and flexes to the constraints – both fiscally and operationally – that the COVID pandemic and other forces have created, the need grows to empower the subject matter experts in our PSI community to provide professional development to their colleagues.

PSI’s L&D team is looking to design a strategy and build supporting mechanisms and resources to enable better, self-serve learning content / experience creation, delivery, and maintenance while maintaining quality standards, and leveraging PSI’s existing tools.

The goal is to facilitate the sustainable scaling of training and professional development to PSIers by offering:

  1. The resources and insight needed for PSI subject matter experts (SMEs) to provide effective, efficient, accessible, and relevant learning experiences across geographies, disciplines, supported languages.
  2. Strategies and supporting mechanisms/tools to build a “culture of learning” through activities such as on-the-job experience and
  3. stretch assignments, supervisor in-the-moment coaching, and other, similar informal learning
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Scope of work:

The contractor will partner with PSI’s L&D leadership to:

1. Develop a Strategy Document which describes

  • Goal and objectives
  • Program constraints and deliverable requirements, including but not limited to
    • Support of multiple languages
    • Span time zones
    • Alternate solutions for low bandwidth and disrupted internet access
    • Hybrid workforce
    • Primary reliance on existing tools and technology
    • Cultural appropriateness
    • Limited available time for SMEs to develop/deliver learning experiences
    • Ability to centralize data tracking in PSI’s learning management system
  • The strategy and how it will meet the goals, objectives, program constraints, and deliverable requirements.
  • How the success of the strategy will be measured.
  • How the Learning & Development Scalability Program can evolve and be maintained and sustained over time

2. Build a Playbook to implement the strategy, including but not limited to

  • Standards of Practice for:
    • Assessing organizational needs for SME-led training
    • Facilitating a culture shift to the recommended changes (e.g., distance, e-, and blended learning, )
    • Communication and awareness-raising of the program
    • Managing the intake and support of SME-designers and instructors
    • Evaluating the efficacy of the strategy and its implementation
    • Evolving, maintaining & sustaining the Program
  • Mechanisms to standardize and automate work the L&D team must do to implement the strategy
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3. Create Resources for SMEs to use for content and course creation and delivery, including but not limited to:

  • Lesson plan template(s) with instructions for use
  • Slide deck template(s) with instructions for use
  • Instructional video creation job aid(s)
  • Best practices and tip/tricks lists for effective training considering the program constraints and deliverable Including but not limited to: slide deck presentations, presentation skills, engagement techniques, and learning assessment techniques, and model(s) for feedback mechanisms for course evaluation and continuous improvement.
  • Guides for converting instructor-led courses to distance learning/elearning and leveraging PSI’s learning management system in delivery of training
  • Job aids for implementation of “culture of learning” strategies

4. Test the deliverables by applying them to migrate the PSI’s Finance Expedition conference to a virtual learning Event would not occur during this contract, but all activities would be transformed from in-person to a virtual format.

The successful bidder will work closely with a team of PSI beta testers for ongoing feedback and application of each deliverable to a specific PSI learning event, the Finance Expedition:

The Finance Expedition is traditionally a five-day in-person training that covers the finance elements of the entire project lifecycle, including:

  • Budgeting: overviews of project, departmental, and annual operating budgets; NICRA and common direct costs
  • Sub-recipients: selection, assessment, negotiation, monitoring, and close-out
  • Monthly close: how to review the balance sheet and projects’ financial performance each month
  • Procurement: how to streamline, when to sole source
  • Internal and external audits, fraud, and reporting pitfalls; Managing local audits and auditors
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The Finance Expedition was historically done 2-3 times a year in Washington, DC, but has not been held since 2019, due to COVID-related travel restrictions.

The Finance Expedition is led by the Global Finance Department, including Director of Finance and two Deputy Directors of Field Finance. The Deputy Directors are subject matter experts in project management and regional financial operations at PSI. Virtual Finance Expedition will be expected to use content related to PSI-specific financial management requirements, which will be provided by the SMEs.

Deliverables

Successful completion of tasks listed in the table below. Milestone completion will be evaluated by PSI for successful and accurate completion. Unless otherwise provided, terms of payment shall be net thirty (30) days from the satisfactory completion of services and proper invoicing to PSI.

Milestone

% of payment upon completion of Milestone

October 25, 2021

Project Plan

10%

November 5, 2021

Strategy Document

10%

November 19, 2021

Playbook

20%

December 10, 2021

Resources for SMES

30%

December 23, 2021

In partnership with PSI Beta Test team: Resources applied to a Beta Test event

30%

*Dates + Deadlines for tasks are subject to change.

Travel will not be needed to complete this consultancy; it will be completed virtually

Resources needed / available

PSI will make available:

  • Results from above mentioned existing tools and resources
  • Names and contact information for PSI stakeholders to involve in the work
  • Names and contact information of PSI subject matter experts as beta testers for the beta test event: Finance Expedition
  • Access to PSI’s Learning & Development-related tools, policies, and procedures
  • Other resources may be made available, upon consultant’s request
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Reporting and Work Relationships

The consultant will report to the Sr Manager of Learning & Development or the Chief Human Resources Officer.

Skillset & Experience Requirements

The successful bidder should bring the following skillset and experience:

  • Extensive knowledge and understanding of instructional design, training delivery, and L&D program management.
  • Strong writing skills and experience developing similar initiatives.
  • Strong facilitation and collaboration skills, particularly in a virtual setting.
  • Evidence of capacity to deliver the entire project on or before December 23, 2021
  • Expertise in process improvement, with preference given to consultants with knowledge of organizational development; proven track record of developing more efficient processes for large organizations.

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#2 COMMUNITY BUILDING FRAMEWORK AND TOOLS DEVELOPMENT

Challenge we are looking to address

PSI is a global organization with operations in over 40 countries. Further, its US operations has also recently moved to a “Remote First” workplace model. The majority of our over 300 US- paid staff are now working fully or partly remote. Getting community building, collaboration, and learning right in the hybrid work model is critical for both the organization for efficacy and for PSIers – who highly value community, collaboration, and learning – to maintain engagement.

The goal is to design a strategy and build supporting mechanisms and resources to enable all PSIers to build community and facilitate effective collaboration across teams, languages, and locations by offering approaches and supporting mechanisms/tools to easily:

  1. Collaborate both synchronously and asynchronously on projects and programs
  2. Network, team-build (within and between teams), and socialize

Scope of work:

The contractor will partner with PSI’s L&D leadership to:

Design an approach to creating and running community building activities for a Hybrid Workforce.

1. Develop a Strategy Document which describes

  • Goal and objectives
  • Program constraints and deliverable requirements, including but not limited to
    • Support of multiple languages
    • Span time zones
    • Alternate solutions for low bandwidth and disrupted internet access
    • Hybrid workforce
    • Primary reliance on existing and/or free tools and technology
    • Cultural appropriateness
  • The strategy and how it will meet the goals, objectives, program constraints, and deliverable requirements.
  • Communication and awareness-raising of the program
  • How the success of the strategy will be measured
  • How the Community Building Framework & Tools Development Program can evolve and be maintained and sustained over time

2. Build a Resource Guide to implement the strategy, including but not limited to

  • Guides for:
    • Synchronous and asynchronous collaboration techniques
    • Leveraging Microsoft 365 tools for collaboration, such as MSFT Whiteboard, OneNote, Stream, and Teams
    • Utilizing freeware tools such as Mentimeter, Poll Everywhere, and Miro
    • Networking, team-building, and socializing across the organization

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Deliverables

Successful completion of tasks listed in the table below. Milestone completion will be evaluated by PSI for successful and accurate completion. Unless otherwise provided, terms of payment shall be net thirty (30) days from the satisfactory completion of services and proper invoicing to PSI.

Milestone

% of payment upon completion of Milestone

October 25, 2021

Project Plan

10%

November 12, 2021

Strategy Document

30%

December 10, 2021

Resource Guide

60%

*Dates + Deadlines for tasks are subject to change.

Travel will not be needed to complete this consultancy; it will be completed virtually

Resources needed / available

PSI will make available:

  • Results from above mentioned existing tools and resources
  • Names and contact information for PSI stakeholders to involve in the work
  • Other resources may be made available, upon consultant’s request

Reporting and Work Relationships

The consultant will report to the Sr Manager of Learning & Development or the Chief Human Resources Officer.

Skillset & Experience Requirements

The successful bidder should bring the following skillset and experience:

  • Extensive knowledge and understanding of facilitation, collaboration and team-building across a global organization.
  • Strong writing skills and experience developing similar initiatives.
  • Strong facilitation and collaboration skills, particularly in a virtual setting.
  • Deep knowledge of MSFT 365 tools and how to utilize them for community-building
  • Evidence of capacity to deliver the entire project on or before December 23, 2021
  • Expertise in process improvement, with preference given to consultants with knowledge of organizational development; proven track record of developing more efficient processes for large organizations.

CLICK HERE FOR FULL RFP

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