Resources

Welcome to the resources hub. Use the search bar, or the subject filter to find the resource you are looking for. If you are a grant holder looking for templates related to grant management, go to the ‘I have a grant‘ page.

Guidance and learning resources

The Learning Post podcast – reflections on the Jo Cox Memorial Grants and the legacies they leave behind

The UK Aid Match and UK Aid Direct podcast. We speak to Su Moore, CEO of the Jo Cox Foundation about the Jo Cox Memorial Grants and the impact they have had.


The Learning Post podcast – Village, Savings and Loans Associations: successful sustainable wealth creation interventions

The UK Aid Match and UK Aid Direct podcast. Continuing our series on successful sustainable wealth creation interventions in projects, this episode focuses on some of the common challenges when setting up a Village Savings and Loans Association (VSLA) and ways to overcome them.


The Learning Post podcast – Mainstreaming disability: an interview with Sightsavers

The UK Aid Match and UK Aid Direct podcast. In this episode, we speak to Itfaq Khaliq Khan, Senior Programme Manager at Sightsavers Pakistan, about the successes of the organisation’s Right to Health project in Pakistan and Bangladesh and what steps were put in place to make the project inclusive to marginalised communities.


The Learning Post podcast – Inclusive safeguarding and Sense International

The UK Aid Match and UK Aid Direct podcast. In this episode, we speak to UK Aid Match grant holder Sense International about its inclusive safeguarding protocols


The Learning Post podcast – The power of tech to connect remote communities: an interview with Hello World

The UK Aid Match and UK Aid Direct podcast. In this episode, we speak to Small Charities Challenge grant holder HelloWorld about its work building solar-powered internet hubs in rural Nepal.


The Learning Post podcast – Tailoring project interventions to a target community

The UK Aid Match and UK Aid Direct podcast. In this episode, we speak to Rick Magill – an expert in sustainable wealth projects – about identifying how much money is needed to ensure a new occupation is viable and how to choose the right job that will successfully embed in a target community.


The Learning Post podcast – Safeguarding: top tips and best practice

The UK Aid Match and UK Aid Direct podcast. In this episode, we speak to Laura Spilsbury, Operations Manager and Safeguarding Lead for UK Aid Match and UK Aid Direct, about some key learnings and good examples of safeguarding practice from across the UK Aid Match and UK Aid Direct portfolio.


The Learning Post podcast: Business cases and targets – successful sustainable wealth creation interventions

The UK Aid Match and UK Aid Direct podcast. Continuing our series on successful sustainable wealth creation interventions in projects, this episode focuses on the components required to build a good business case and the importance of realistic targets.


Case study: Disability mainstreaming – identifying and engaging people with disabilities

A case study illustrating how various grant holders have approached the complex issue of identifying and engaging with people with disabilities in their projects.


Case study: Disability mainstreaming and Village Water

A case study illustrating how Village Water mainstreamed strong disability-inclusive practices into its project.


The Learning Post podcast: Play-based learning interventions – an interview with Seenaryo

The UK Aid Match and UK Aid Direct podcast. In this episode, we speak to Seenaryo’s Chief Operating Officer Naqiya Ebrahim about the organisation’s play-based learning project in Lebanon. We discuss the progress of the project so far, the merits of play-based learning and how the project overcame the challenge of operating during COVID-19.


The Learning Post podcast: Messaging and publicity – easy wins for smaller organisations to improve their communications output and outreach

The UK Aid Match and UK Aid Direct podcast. This episode focuses on some of the ways organisations can gain publicity and contribute to the broader narrative around international development and efficacy.


The Learning Post podcast: the critical role men and boys play in the road to women’s empowerment

The UK Aid Match and UK Aid Direct podcast. This episode focuses on the critical role that men and boys play in women’s empowerment.


Prioritizing Learning during COVID-19 : The Most Effective Ways to Keep Children Learning during and Post-Pandemic : Recommendations of the Global Education Evidence Advisory Panel

The short and long-run impact of the Coronavirus (Covid-19) crisis on children’s education will be profound. This report seeks to provide practical guidance to education policymakers around the world to respond to these complex challenges.


Cost-effective approaches to improve global learning

In this report, the Global Education Evidence Advisory Panel (GEEAP) outlines the best value interventions for improving learning in low- and middle-income countries


Fraud reporting guidance

This guidance is to support grant holders in understanding their responsibilities for fraud prevention


Fraud reporting form


The Learning Post podcast: Team build and market research – successful sustainable wealth creation interventions

The UK Aid Match and UK Aid Direct podcast. Continuing our series on successful sustainable wealth creation interventions in projects, we focus on the importance of the make up of teams and conducting market research.


Case Study: Trócaire and building climate change resilience through community-based integrated watershed management

In this case study, find out how Trócaire successfully built climate resilience into a UK Aid Match project using integrated watershed management.


The Learning Post podcast: An introduction to sustainable wealth creation

The UK Aid Match and UK Aid Direct podcast. The first in a new series focused entirely on sustainable wealth creation interventions in projects and how to overcome some of the common challenges with Rick Magill, an expert in this field. In this episode, we introduce some of the basic concepts of sustainable wealth creation and some of the common challenges that arise.


The Learning Post podcast: Engaging local communities through radio with the Lorna Young Foundation

The UK Aid Match and UK Aid Direct podcast. In this episode, we discuss using radio programming as a tool to build engagement with local communities with Hannah Davis and Hannah Clark from Small Charities Challenge Fund grant holders Lorna Young Foundation.


Discussion Series summary: Government Engagement and Advocacy

A two-page summary of the key points from the Discussion Series session on government engagement and advocacy


Discussion Series summary: Government Engagement and Advocacy (accessible version)

A two-page summary of the key points from the Discussion Series session on government engagement and advocacy


Case Study: Care International and building climate resilience in projects

In this case study, find out how Care International has successfully built climate resilience into a UK Aid Match project.


The Learning Post podcast: Reflections on women’s empowerment

The UK Aid Match and UK Aid Direct podcast. In this episode we speak with Alethea Osborne, Technical Specialist for MannionDaniels on Gender and Social Development about women’s empowerment and a new framework on this subject.


The Learning Post podcast: Which factors influenced successful adaptation to COVID-19?

The UK Aid Match and UK Aid Direct podcast. In this episode, we speak to Performance and Risk Manager Patrick Douglas who summarises his recent assessment of factors that influenced the success of COVID-19 adaptations within UK Aid Match projects.


The Learning Post podcast: What makes an effective education project?

The UK Aid Match and UK Aid Direct podcast. In this episode, we speak to Senior Performance Manager Lorna Power who summarises her recent assessment of UK Aid Match education projects and what intervention techniques appeared to be most effective.


Case Study: Send A Cow and organisational approaches to climate change resilience

In this case study, find out how Send A Cow has generated an organisational approach to climate change resilience.


Rapid evidence review: Education

A rapid evidence review is purely based on project data and is intended to produce fast, actionable results. In this document, key lessons learned from UK Aid Match’s education projects are highlighted.


Discussion Series summary: Effective Partnerships

A two-page summary of the key points from the Discussion Series session on effective partnerships.


Discussion Series summary: Effective Partnerships (accessible version)

A two-page summary of the key points from the Discussion Series session on effective partnerships.


Discussion Series summary: Monitoring, Evaluation and Learning during COVID-19

A two-page summary of the key points from the Discussion Series session on monitoring, evaluation and learning during the COVID-19 pandemic.


Discussion Series summary: Monitoring, Evaluation and Learning during COVID-19 (accessible version)

A two-page summary of the key points from the Discussion Series session on monitoring, evaluation and learning during the COVID-19 pandemic.


Discussion Series summary: Addressing sexual and gender-based violence during the COVID-19 pandemic

A two-page summary of the key points from the Discussion Series session on addressing sexual and gender-based violence during the COVID-19 pandemic


Discussion Series summary: Addressing sexual and gender-based violence during the COVID-19 pandemic (accessible version)

A two-page summary of the key points from the Discussion Series session on addressing sexual and gender-based violence during the COVID-19 pandemic


How UK Aid Match tackled COVID-19

A short report on how the UK Aid Match fund adapted to the COVID-19 pandemic


Asset inventory template


Asset transfer letter template


Rapid evidence review: WASH

A rapid evidence review is purely based on project data and is intended to produce fast, actionable results. In this document, key lessons learned from UK Aid Match’s WASH projects are highlighted.


A1 application form


A2 application form


C1 application form


C2 application form


Accountable grant agreement (AGA) frequently asked questions


Visibility statement guidance


Rapid evidence review: WASH (summary)

A shorter version of the rapid evidence review on UK Aid Match WASH projects.


Case study: Opportunity International and gender mainstreaming

In this case study, find out how Opportunity International was able to introduce gender mainstreaming to their implementing partners in Ghana and the Democratic Republic of Congo.


A guide to microfinance

A short overview of microfinance, its basics concepts and the UK Aid Match approach to it.


Completing quarterly financial reports guide


Forecasting guidance

This document provides top tips on how to forecast.


Project completion guidance


Best practices for conducting phone surveys

J-PAL on best practice for conducting phone surveys.


Project completion narrative report template


Video: Application tips from UK Aid Match grant holder, Motivation

The London School of Hygiene and Tropical Medicine has created this website on hand-washing which has lots of resources specifically for COVID-19.


Podcast: Top tips for running an appeal with Motivation

Jo Hall, Head of Fundraising and Communications at Motivation, share her experience of applying for a UK Aid Match grant and running an appeal (30 minutes)


Podcast: Managing communication partners with Street Child and Mary’s Meals

In this podcast, Street Child and Mary Meals run through how they executed their appeals and how they managed and recruited communications partners. (21 minutes)


Podcast: How to reach new audiences with AfriKids

In this podcast, AfriKids share some of their top tips for running an appeal and focus on how they were able to reach new audiences. (26 minutes)


Report back engagement statistics template


Non-project attributable costs (NPAC) guide

This document provides guidance on calculating and reporting non-project attributable costs (NPAC), that can be included within budgeted costs and funding claims.


Due diligence requirements for applicants


Overview of the report back process


Defining marginalised – the FCDO’s ‘leaving no one behind’ agenda


Budget template


How to create a simple graph for your application


12 project design tips to maximise your chance of securing funding


How to engage local communities and members of parliament: Tearfund

In a short interview, UK Aid Match grant holder Tearfund explain how they engaged local communities and members of parliament during their appeal and its impact.


Podcast: Collecting beneficiary feedback in unique situations

In this podcast, World Child Cancer, Practical Action and SCIAF discuss how they tailor their beneficiary feedback approach in sensitive and difficult situations.


A guide to designing livelihoods projects

This guide explains how to design a livelihoods project and how to mitigate some of the common challenges.


Theory of change: resilience to climate change

This Theory of Change has been developed for those interested in submitting projects addressing climate change issues.


Logframe template


International Aid Transparency Initiative (IATI) guidebook


Risk register template


Delivery chain and risk map template


A guide to logframes

This guide explains what a logframe is, their purpose and how to develop one.


Output scoring sheet template

This is a blank template for reference only. Do not use to complete reporting.


Annual Beneficiary Data Summary


How to complete an annual review: a guide


Annual reviews: frequently asked questions


Annual review work plan template


Annual review narrative report template


A guide to developing a theory of change

This guide explains what a theory of change is, its purpose and how to develop one.


How to complete a quarterly report: a guide


A guide to value for money

This guide explains what value for money is, why it is a useful tool and how to use it.


Advance budget template


Arrears budget template


A guide to beneficiary feedback mechanisms

This guide explains what a beneficiary feedback mechanism is, why they are useful and how they can be used during project implementation.


Financial guidance for grant holders: principles of reporting


A guide to sustainability

This guide explains what sustainability is and how to address it within your project documentation.


Asset management and disposal guidebook


Financial guidance for grant holders: budget management and classification


Financial guidance for grant holders: managing exchange rates


A guide to gender equality

This guide explains why gender equality should be considered at all stages of the project life cycle and how it can be addressed.


Accountable grant arrangement (AGA) template


Quarterly work plan template


A guide to disability inclusion

This guide explains what disability inclusion is and how to address it within project documentation