Background of the project

Private sector partnerships at the IRC are led by the IRC's High Value private fundraising teams, including International Philanthropy and Partnerships (IPP), USA Philanthropy, and Global Partnerships and Philanthropic Services (GPPS). Collectively, these teams lead on the IRC's engagement with corporations, foundations, individual philanthropists, and new global funding streams globally.

Our engagement with these stakeholder-types can encompass a local, regional, global and multi-country partnership- that may comprise of an array of different partnership modules such as cash gifts, gifts-in-kind, pro-bono support, employee engagement, thought leadership development, co-development of products and services with program teams, as well as co-branding and marketing opportunities.

The IRC strives to meet-or surpass-our fundraising targets each year by developing and launching strategic, long-term and/or multi-year partnerships which fund IRC programs, emergency responses, and general operations. In addition to raising money and impactful in-kind contributions, the IRC seeks out opportunities for mutually beneficial partnerships that will increase the IRC's visibility and raise our public profile.

Growing the community of private sector support, and leveraging that support to the best financial, strategic and client impact for the IRC is an organizational priority. To maximize donor retention, engagement and investment, clear and effective donor account management processes are critical.

Scope of work

GPPS, on behalf of the IRC, seeks to identify a consultant who will lead on the development of a single Private Sector Account Management Protocol to clarify and govern private sector account management across the IRC on the basis of a peer-review and subsequent practices that govern global best-practice. The purpose of this policy is to enshrine clear and effective processes for private sector account management consistent with best practices and responsive to the unique structure and needs of the organization.

The Consultant will:

1. Conduct a peer review and provide recommendations on applicable account management practices that govern peer-organizations- inclusive of standard definitions around stakeholder type, namely:

1.1. A corporation

1.2. A corporate foundation

1.3. A family foundation

1.4. A grant-making institution

1.5. An individual philanthropist

1.6. Private sector institution

1.7. Other

2. Conduct a review of the existing policies, processes, and systems governing private sector account management at the IRC, including process and criteria for defining portfolios and assigning donor accounts across different fundraising teams (corporate, foundation, individual, etc.) as well as the critical involvement of various stakeholders across the IRC in the management of donor relationships at the local, regional and global levels

3. Under the direction of High Value focal points, conduct targeted consultations as appropriate with select key stakeholders involved or potentially involved in private sector engagement across the IRC, documenting existing processes and gaps in the organization's account management processes and systems;

4. Conduct a SWOT analysis of the IRC's current account management processes and systems;

5. Conduct a benchmarking exercise to evaluate the IRC's current account management processes and donor portfolio assignment to those of our peer organizations, identifying and recommending best practices for private sector account management at the IRC particularly between HQ and non-HQ teams (or "local" versus "global" accounts);

6. Develop a draft Private Sector Account Management protocol in line with High Value best practices, and taking into consideration the unique structure and needs of the organization;

7. Facilitate review and feedback on the draft protocol by key High Value stakeholders;

8. Produce a final draft Private Sector Account Management protocol incorporating inputs and feedback from High Value stakeholders that is ready to be implemented.

Deliverables:

• A report from key stakeholder interviews (including GPPS Regional Support Managers) on current gaps in private sector account management at the IRC; this will include definitions of the above stakeholder types that are inclusive of clear, universal and best-practice criteria;
• A benchmarking report highlighting best practices for private sector account management among the IRC's peer organizations;
• A SWOT analysis report identifying strengths, weaknesses, opportunities, and threats related to the IRC's existing private sector account management processes and systems, including clear and actionable recommendations for improvement of private sector account management at the IRC;
• A draft Private Sector Account Management protocol based on the above research and recommendations, and taking into consideration the unique structure and needs of the organization; this will include a recommended process and criteria for defining portfolios and assigning donor accounts across different fundraising teams (corporate, foundation, individual, etc.)
• A final draft Private Sector Account Management protocol that fully integrates key stakeholder inputs and feedback and is ready to be implemented.