Plan a Stocktaking at Your Mission

For USAID Missions, a mid-course stocktaking is an important moment during the life of it’s strategy to pause and reflect on the Country Development Cooperation Strategy (CDCS) and look ahead to the future. This module supports the team planning the mid-course stocktaking. It is designed for you to learn together as a team as well as plan the actual stocktaking experience at the Mission.

Image with link to USAID Strategy Mid-Course Stocktaking Module

Quick Overview

Learning Resources

Find more resources:

  • in the module
  • additional Mission resources on ProgramNet (accessible to USAID only)

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Who should take this course? The module is designed to support Mission-based USAID staff members who are part of the planning team for a stocktaking. This group should include a diverse set of staff from the program office and technical teams, as well as front office and support office personnel as deemed appropriate. We recommend that the planning team engage in this “learning by doing” experience as a group.

The pace at which you complete this module (and plan the stocktaking) is up to you. Your team can meet as a group and follow along together. Or you can complete the online portions individually and schedule a time to meet as a group to complete the discussion and worksheet activities.

The module is also a resource for Washington-based technical staff supporting missions before, during or after a stocktaking process. It is recommended that those providing TA review the module prior to advising the mission, if possible, to help inform their assistance and the process itself.

How can I get started?

Missions can use this module at various points in the stocktaking and strategy development timeline:

If you are... Check out...
Ready to start planning your stocktaking The suggested module schedule to create a realistic timeline.
Already planning your stocktaking The module resource map, which shows where to find specific templates, worksheet activities, agenda examples, and processes in the module to support your work.
Well down the road of planning

Module evaluation rubric to reflect on your design and any challenges where you might benefit from additional support.

Module resource map to find templates in the module for Information Memos and tips for following up.

Done with your stocktaking but want to prepare for your next strategy Module resource map to indicate where materials can be found in the module that can support your planning.
Washington based staff providing technical assistance on a mission’s planned mid-course stocktaking Review the full module for content and become familiar with the resource map for helpful documents.

What is the “learning by doing” approach? The module provides step-by-step assistance in planning for  a stocktaking. It is designed to help you learn as you go, starting from where your Mission is in the process, rather than deliver all of the information at once and then ask you to apply it. And since planning the stocktaking is done as a team so is the learning and planning. The module asks you to discuss how to apply what is learned to your specific country context and then complete a task in the Stocktaking Module Worksheet. The completed Stocktaking Module Worksheet results in a plan that you and your team can use to conduct a stocktaking and follow up on the results of the stocktaking.

Stocktaking Illustrative Schedule Link

How long does it take? The pace at which you complete this module (and plan the stocktaking) and where you begin is up to you. Your team can meet as a group and follow along. Or you can complete the online portions individually and schedule a time to meet as a group to complete the discussion and worksheet activities. Bear in mind that preparing for and designing a stocktaking experience typically takes a minimum of eight weeks. If your team were to meet weekly to work through all the content together, here is a schedule you might follow. 

 Get additional feedback Completing this module as a group will offer the opportunity for ongoing peer feedback as you plan for a stocktaking. For more immediate feedback, you may consider using the Stocktaking Module Rubric as a guide to review your own work upon completion of each Stocktaking Module Worksheet activity. You may also want to invite a trusted advisor to use these tools to facilitate feedback sessions with the planning team. This could be done each week you meet or as a feedback session upon completion of the entire worksheet. It depends how frequently your team feels this will be helpful. 

And finally, you can always consult USAID/Washington at stocktaking@usaid.gov for guidance and feedback, or to ask questions, at any step of the process.