Attachment_J.3_Quarterly_Progress_Report_Template.docx

ATTACHMENT J.3 – QUARTERLY PROGRESS REPORT

[PROGRAM TITLE]

Quarterly Report [XXXX] Quarter – MMMM DD to MMMM DD, YYYY

Submission Date: MMMM DD, YYYY

[Contract/Agreement] Number: [insert number] Activity Start Date and End Date: MMMM DD, YYYY to MMMM DD, YYYY [COR/AOR/Activity Manager] Name: [insert name]

Submitted by: [insert name], [insert title] [Name of Prime Implementing Partner] [Insert address] Tel: [insert number] Email: [insert email]

This document was produced for review by the United States Agency for International Development Zambia (USAID/Zambia).

1. PROGRAM OVERVIEW/SUMMARY

Program Name:

Activity Start Date and End Date:

Name of Prime Implementing Partner:

[Contract/Agreement] Number:

Name of Subcontractors/Subawardees:

Major Counterpart Organizations

Geographic Coverage (cities and or countries)

Reporting Period:

Funding source/spigot: (if multiple sources, give percentage of each)

Planned LOP ($):

Mortgage ($):

Obligations as of {add date here}

Does this activity have a costed work plan?

Average monthly expenditures ($):

Accrued expenditures ($):

Pipeline ($):

Pipeline months:

1.1 Scope/Introduction

Short and concise introductory section which gives a quick overview of the project, goals/objectives, target beneficiaries, geographical locations, etc. This is a standardized paragraph which can be used in each quarterly report. It should be BRIEF, no more than one page

1.2 Summary of Results to Date

Standard Indicators

Baseline FY YYYY

Annual Target

Q1 FY12

Q2 FY12

Q3 FY12

Q4 FY12

Annual Performance Achieved to the End of Reporting Period (%)

On Target Y/N

Note: The Results Performance Column depicts level of achievement expressed as a percentage of Actual versus Planned.

2. ACTIVITY IMPLEMENTATION PROGRESS

2.1 Progress Narrative

This brief narrative (1 or 2 pages) should highlight key achievements and whether the program is on/off track as far as work plan/targets in terms of (1) overall program progress for year and (2) the current reporting period (quarter).

2.2 Implementation Status

This should consist of a narrative of activities implemented per Intermediate Result Area, and include what was planned versus what was actually achieved.

2.3 Implementation challenges.

2.4 M&E Plan Update

Including data collection/quality issues; staff and sub-partner training on data quality protocols/methodologies; anticipated M&E plan revisions needed to indicators and/or out year targets.

3. INTEGRATION OF CROSSCUTTING ISSUES AND USAID FORWARD PRIORITIES

Address each where applicable and appropriate.

3.1 Gender Equality and Female Empowerment

3.2 Sustainability Mechanisms

3.3 Environmental Compliance

3.4 Youth Development

3.5 Policy and Governance Support

3.6 Local Capacity Development

3.7 Public Private Partnership (PPP) and Global Development Alliance (GDA) Impacts

3.8 Conflict Mitigation

3.9 Science, Technology, and Innovation Impacts

3.10 Collaborating, Learning and Adapting

4. STAKEHOLDER PARTICIPATION AND INVOLVEMENT

Discuss government, regional organizations, NGOs, private sector, academia, other donors, etc.

5. MANAGEMENT AND ADMINISTRATIVE ISSUES

Discuss and issued that negatively affect project implementation. This can include project staff changes, software issues, etc.

6. LESSON LEARNED

Please provide a few examples of highlights of project collaboration, learning, and adaptive management. These can either be successes or failures, but show how adaptive learning is used in the program to improve implementation.

7. PLANNED ACTIVITIES FOR NEXT QUARTER INCLUDING UPCOMING EVENTS

Indicate opportunity/need for media and/or bilateral Mission involvement, particularly for USAID project monitoring site visits.) Upcoming project evens or any need for USAID troubleshooting.

Indicate updates on planned evaluations or on-going evaluations, or evaluation action steps

Indicate if any financial audits will be conducted in the next quarter

8. WHAT DOES USAID NOT KNOW THAT IT NEEDS TO?

Identify any holes and gaps in our knowledge and how to address them.

9. HOW IMPLEMENTING PARTNER HAS ADDRESSED A/COR COMMENTS FROM THE LAST QUARTERLY OR SEMI-ANNUAL REPORT If issues were raised please describe how you addressed them specifically.

ANNEX A: PROGRESS SUMMARY

Achieved progress versus planned for the period disaggregated by gender, geographic area and other relevant factors (use table below).

Table 1(a): PMP Indicator progress - USAID Standard Indicators and Project Custom Indicators

[Strategic Objective]

Indicator

Data Source

Year

Value

Q1

Q2

Q3

Q4

Intermediate Result (IR):

Sub-IR:

Sub-IR:

Intermediate Result (IR):

Sub-IR:

Sub-IR:

Month YYYY

Intermediate Result (IR):

Sub-IR:

Sub-IR:

[OTHER ANNEXES]

[Most recent TraiNet report, and quarterly training plan, success stories, press releases, etc.] image1.png