Management and Staffing Plan
Not all solicitations will request a Management and Staffing Plan, but if they do, it is an opportunity for your organization to sell the project team and its technical and management expertise to the funder.
A management and staffing plan describes the key staff that will be responsible for implementing the program. It will highlight each individual’s experience and qualifications (in short biographies) related to the work they will be carrying out for the project. It often includes an organizational chart that demonstrates the lines of authority and responsibilities across the different staff members.
You should include staff members’ CVs as an annex to the proposal and reference them in the management and staffing plan.
Guidelines for Writing a Compelling Management and Staffing Plan
Objectives:
- To understand the importance and typical structure of staffing sections
- To improve our preparation (research and collaboration with Human Resources staff) and writing of these sections
- To evaluate the responsiveness of these sections in order to revise them
Components of the staffing plan:
- Determination of qualifications needed to carry out the scope of work and preparation of job descriptions
- Justification of the staffing pattern as a whole and of specific positions
- Bios of key personnel
- Bios of other technical staff
- Usually in annexes: CVs and skills matrix
- Usually in the management plan: organogram and discussion of lines of authority and responsibility
Recruitment:
- CVs
- Interviews with candidates, following the requirements in the Request for Proposal
- Follow-up questions, as needed
- Request from key personnel to provide their own bios, as needed