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Project Terms of Reference Template: 1. Background

This document provides an overview of a project terms of reference template that outlines the key elements to include when defining the scope and objectives of a proposed project. The template includes 7 sections that address the background, objectives, issues, methodology, expertise, reporting, and work plan for the project. Following these sections helps ensure all important aspects are defined and stakeholders understand the goals and expectations for the project.

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Ahmad Ramli
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11K views1 page

Project Terms of Reference Template: 1. Background

This document provides an overview of a project terms of reference template that outlines the key elements to include when defining the scope and objectives of a proposed project. The template includes 7 sections that address the background, objectives, issues, methodology, expertise, reporting, and work plan for the project. Following these sections helps ensure all important aspects are defined and stakeholders understand the goals and expectations for the project.

Uploaded by

Ahmad Ramli
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOC, PDF, TXT or read online on Scribd

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Project Terms of Reference Template

 Provide an overview of the history behind the proposed project


1. Background  Clearly state why perform the project, and also refer to a programming
context
 State the general role of stakeholders in doing project activities
 Write a brief explanation of the need behind the project
 State the major objectives of the proposed project
2. Objectives  Describe the intended achievements to be gained at different stages of
the project lifecycle
 Provide an overview of the resources required
 Clearly identify and define what is expected from the project and who
the target audience is
 Highlight the key issues to be studied and disputed at every stage of the
3. Issues project lifecycle
 List the criteria (including Efficiency, Relevance, Effectiveness, Impact,
Sustainability) against which the issues will be analyzed and evaluated
 Define the key phases of the project implementation process
4. Methodology  Specify the required level of stakeholder involvement
 Describe the content and duration of project activities
 List the information collection tools necessary for monitoring purposes
 Provide data analysis rules
 Specify the type of work involved in the proposed project
5. Expertise  Describe the type of skills and abilities required
 Define the exact number of individuals involved
 Point at the period of engagement of each team member
 Describe the duties and responsibility per teammate
 Identify the relationships between the team members
 Provide the Table of Contents for project reports
6. Reporting  Define rules for composing annexes
 Add report templates
 Set submission dates
 List the computer software programmes to be used for report writing
 Refer to people responsible for reporting and approving
 Provide other sufficient information such as number of copies to be
created, responsibilities for report production and presentation, etc.
 Provide a summary of the anticipated work
7. Work plan  Describe the activities and necessary resources required for achieving
the project’s results and purpose
 Provide the activity schedule template
 Describe The finance resources allocated to the project

Read a more detailed description of the template here:


http://www.mymanagementguide.com/terms-of-reference-tor-template

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