Strategic Works Performance & Selection of Consultants

1. Introduction

Effective selection of consultants and management of strategic works are critical for achieving organizational objectives, ensuring project success, and delivering value for money. This training equips participants with practical and theoretical knowledge for evaluating, selecting, and managing consultants, monitoring works performance, and ensuring compliance with organizational, legal, and ethical standards.

2. Objective

The training aims to:

• Equip participants with tools to plan, manage, and monitor strategic works effectively.
• Provide a deep understanding of consultant selection processes.
• Enhance skills in contract management, performance evaluation, and risk mitigation.
• Ensure compliance with legal, ethical, and organizational procurement and consultant management standards.
• Promote accountability, transparency, and efficiency in works and consultant management.

3. Targeted Group

• Project Managers and Coordinators
• Procurement and Contract Management Officers
• Engineers and Technical Staff overseeing projects
• Finance and Audit Personnel involved in project works
• Consultants and advisory staff involved in project planning or evaluation

4. Course Duration

• Total Duration: 16 days (can be adapted to 4–6 weeks part-time)
• Daily Session: 4–6 hours including lectures, exercises, and case studies
• Modules: 16 modules (half-day per module)

5. Course Modules and Content

Module 1: Introduction to Strategic Works Management

• Overview of strategic works in organizational development
• Roles, responsibilities, and objectives
• Importance of performance monitoring

Module 2: Policy and Governance in Works Management

• Organizational policies and frameworks
• Governance structures for strategic works
• Decision-making hierarchy

Module 3: Strategic Planning for Works

• Project identification and prioritization
• Resource planning and budgeting
• Scheduling and work plan development

Module 4: Needs Assessment and Scope Definition

• Assessing organizational and project needs
• Defining work scope and deliverables
• Developing Terms of Reference (TOR)

Module 5: Market Analysis and Consultant Identification

• Market research and understanding consultant markets
• Consultant prequalification and registration
• Selecting the right expertise for projects

Module 6: Consultant Selection Process

• Request for Proposals (RFP) and Expressions of Interest (EOI)
• Shortlisting and evaluation criteria
• Legal and procedural requirements

Module 7: Evaluation and Scoring of Consultants

• Technical vs. financial evaluation
• Evaluation committees and scoring methodology
• Negotiation strategies with consultants

Module 8: Contracting Consultants

• Contract types (fixed price, time-based, lump sum)
• Key terms and conditions
• Liability, performance obligations, and penalties

Module 9: Contract and Works Performance Management

• Monitoring consultant and contractor performance
• Progress reporting and milestones
• Managing variations, disputes, and delays

Module 10: Risk Management in Strategic Works

• Identifying potential risks (technical, financial, legal)
• Mitigation strategies and contingency planning
• Insurance and warranties

Module 11: Financial Management in Works & Consultancy

• Budget control and cost monitoring
• Payment schedules and verification
• Auditing and reporting requirements

Module 12: Legal and Ethical Considerations

• Laws and regulations related to works and consultancy
• Anti-corruption practices and ethical standards
• Contractual compliance and dispute resolution

Module 13: Documentation and Record-Keeping

• Maintaining project and consultant files
• Standard forms, templates, and record retention
• Documentation for audits and transparency

Module 14: Performance Evaluation of Consultants and Works

• Key Performance Indicators (KPIs)
• Assessment methods and performance reporting
• Lessons learned and continuous improvement

Module 15: Sustainable and Value-Driven Consultancy

• Incorporating sustainability in project planning
• Social, environmental, and governance considerations
• Value-for-money and efficiency assessment

Module 16: Practical Application and Case Studies

• Real-world scenarios and exercises
• Group discussions and problem-solving
• Best practices and lessons learned

6. Learning Outcomes

After completing the training, participants will be able to:

• Develop strategic plans and manage works effectively.
• Conduct needs assessment, TOR preparation, and consultant selection.
• Apply legal, ethical, and organizational standards in works and consultancy.
• Monitor and evaluate works performance and consultant deliverables.
• Manage contracts, risks, and financial aspects of projects.
• Promote transparency, accountability, and sustainability in project management.
• Use KPIs and reporting tools for performance assessment and continuous improvement.

7. Assessment & Certification

• Assessment Methods:
• Module quizzes
• Group exercises and case studies
• Final scenario-based practical assessment
• Certification:
  Participants who successfully complete all modules and assessments will receive a Certificate of Completion in Strategic Works Performance & Selection of Consultants, issued by the training organization or accredited body.