Job Description

Project name: Alternative Approaches to Enhanced Financial Inclusion of SME in the Palestinian Territories

Assignment: Trainers

Terms of Reference

Duration: will be determined after selection

Level of Efforts: Deliver up to 80 training hours, see point no. 6 below

Background

Palestinian Banking Institute (PBI) is a non-profit organization. PBI delivers specialized training and consultation services in Financial, Banking, Managerial and other topics to enhance targeted audience and sectors’ capabilities and skills.

Small and medium-sized enterprises (SMEs) and start-ups create jobs and allow many people to earn their own income. However, these types of businesses in the Palestinian Territories have insufficient access to financing. As a result, they cannot implement their ideas, create new products and services, successfully access new markets, or realize their full potential.

The GIZ project “Alternative Approaches to Financial Inclusion of SME in Palestine” (A-FIN) aims to improve the access, usage and quality of financial services for Palestinian enterprises. For that end, A-FIN works on the sides of financial awareness and regulator’s capacities, and facilitates market entries of innovative, technology-driven financial solutions (“Fintech”).

Specifically on the side of financial awareness, A-FIN supports the regulators PCMA and PMA in producing and distributing educational content for enterprises and users; the project furthermore intends to work with social media influencers to distribute online tutorials; and lastly the project targets so-called “multipliers” – institutions and individuals that themselves reach out to enterprises, trains and advises, influences or teaches them.

This cooperation with trainers/multipliers shall support the financial awareness component. This would be envisioned to be implemented by customized events and trainings targeting the specific informational needs and interests for the demand and interests of SMEs, entrepreneurs and start-ups – explicitly comprising all available and desirable ways of financial products and enterprise finance, including classical products, alternative products, Islamic products, and innovative, technology-driven solutions.

Palestinian multipliers will be trained by a trainer following the “train the trainers” approach in order to reach out afterwards to enterprises and provide trainings and advisory for enterprises on the responsible use of financial services. The multipliers shall have knowledge, tools and networks to be enabled to share (more) information on financial services for enterprises and serve as knowledge multipliers.

Assignment objectives

The trainer will contribute to improved qualifications of at least 50 multipliers, of which 20 are women and 20 from disadvantaged areas, who will train SMEs, entrepreneurs and start-ups about all available and desirable ways of financial products and services (banking & non-banking) and enterprise finance, including classical products, alternative products, Islamic products, and innovative, technology-driven solutions to contribute positively to the responsible usage of the before-mentioned products & services

The risen awareness and the conducted trainings/measures regarding the responsible usage of the before-mentioned products & services through (innovative) tools in (adult) learning & training have is conducted and led to an increased motivation of the target groups to use those products and services.

Scope of work

All activities; Developing/upgrading Training Materials, Delivering Training, Reporting, evaluation, feedback. (P.S reporting and evaluation mentioned here is only related to his direct tasks for each session not the project reporting and evaluations to GIZ which will be made by PBI)

The Trainers will be responsible for providing the following services in collaboration with GIZ and a consultant as well as the multipliers:

Developing/upgrading training materials: e.g. modules, presentation, curriculum, development of teaching material etc. and an action plan outlining specific planned activities or packages such as capacity development measures for SMEs, entrepreneurs and start-ups (e.g. trainings, advisory sessions) or participation at global/regional events/ campaigns regarding financial education and awareness based on the content and methodologies covered during the TOT sessions
Providing input to all materials/trainings to be implemented and conduct quality check of all outputs
Dissemination of the developed content
Introduce topics related to financial education (terminology, innovations and emerging topics e.g. digital responsible finance) to the target groups

Organizational set-up for the implementation of the activities (what, when, how, etc.) and coordinating the organisation/running of training measures/ workshops/ network meetings
Delivering the planned activities in from of trainings, advisory sessions are the like including the possibility to deliver them via ZOOM or another video platform when needed including:

Financial education measures with specific focus on SMEs, entrepreneurs and start-ups
Measures should be cross sectional and customized to the different target groups (different education levels, age-adjusted, etc.)
Using sound, relevant and evidence-based communication approaches, learning methods (e.g. presentation, group work, case study, role plays, group discussions, panel discussions, or other interactive learning sessions etc.,), delivery models/channels e.g. trainings (group-based training, workplace programmes, cooperation with e.g. chambers etc.) including innovative technology and ways such as mobile phones, multimedia (Facebook, Instagram, etc.)

Documentation of the measures (trainings/advisory sessions, etc.) through the means of pictures, quotes of participants, short videos, etc.
Feedback and evaluation report:

Draft a feedback sheet or another way of feedback collection, which the target group will fill at the end of the measures and analyze it
Write the evaluation and feedback report of the trainings, containing most relevant observations and learnings as well as suggestions for improvement, recommendations for any further specific support required
Documentation of lessons learned (knowledge management)

Expected Outputs (Deliverables)

Expected Deliverables in line with the scope of work, but not limited to:

Training Materials e.g. modules, presentation, curriculum
Trainings conducted
Documentation of the trainings
Feedback and evaluation report

Job Requirements

Experience and background of the Trainers

Background in Economics/Finance/Banking or in any related field
State of the art knowledge on financial education/literacy (focus on developing and emerging countries), responsible finance, financial literacy or the like
Good level of knowledge on demand and interests of SMEs, entrepreneurs and start-ups regarding financial products and services (including enterprise finance, classical products, alternative products, Islamic products, and innovative, technology-driven solutions), financial consumer protection and responsible finance
Having access and linkages to relevant Palestinian local networks to be able to share information on financial services
Necessary sociocultural skills for acting as an intermediary delivering the developed content towards the local target groups
Excellent presentation and communication skills written and spoken in English & Arabic
Ability to relate with stakeholders and target groups
Efficient work practices
Have proven exceptional planning, organization skills, able to take initiative and flexibility
Sound experience in organizing and moderating, conduction of trainings
Experience with behaviour change in different context, modes of communication in different contexts and campaign messaging design
Relevant experience in designing, planning, advocacy, implementation, management, monitoring, and evaluation relating to behavior communication change, preferably relating to financial products and services promotion

Training courses may be divided to more than one training based on specific topic, targeted audience, and other relevant factors. So, courses may be assigned to trainers according to their specialties in certain topics.

Offers should be based on Training Hours.

Job Details

Job Title Trainers

Deadline 23 - Aug - 2021

Location Ramallah

Job Type Contract and Consultation

Position Level Mid Career

Salary N/A

Degree Bachelor's degree

Experience 3 Years

Category Education & Training Other Finance and Accounting Business & Admin

Application Instructions

Latest Date of Submission: August 23rd 2021.

To be submitted to: email: [email protected] with subject: A-FIN Trainer

Documents submitted to include:

CV for individual Trainer, or Company profile and CV for trainer in case Training company.
Suggested Methodology to conduct subject assignment
Financial offer in ILS, in comply with Palestinian Tax Law

Evaluation Criteria:

Technical: 70%

CV for individual consultant, or Company profile and CV for the consultant in case consulting company.
Suggested Methodology to conduct subject assignment

Financial: 30%

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