Development of AIH’s 5-Year Corporate Strategic Plan
2026/27 – 2030/31 G.C
Engagement of Three (3) Individual Consultant Team
Abay Investment Holding
Bahir Dar, Ethiopia | November 2026
Assignment at a Glance
Client | Abay Investment Holding (AIH), Bahir Dar, Ethiopia |
Assignment | Development of AIH's 5-Year Corporate Strategic Plan (2026/27 – 2030/31 G.C.), covering the holding company and all its subsidiaries. |
Positions | Position 1: Lead Strategy Consultant (Team Leader) Position 2: Investment and Financial Strategy Consultant Position 3: Performance Management, Risk and M&E Consultant |
Working model | The three Individual Consultants work as one Consultant Team, jointly with the AIH Strategy Team. |
Duration | Three (3) months from contract signing. |
Location | Bahir Dar and/or Addis Ababa, with travel to subsidiary sites as needed. |
Selection method | Quality- and cost-based: technical 70%, financial 30%, evaluated per position. |
Submission deadline | Fifteen (15) consecutive calendar days, commencing on the date of announcement and closing at 5:00 PM on the fifteenth (15th) day. |
1. Background
Abay Investment Holding (AIH) is the sovereign investment institution of the Amhara National Regional State, established in 2025 by Proclamation No. 300/2025 and Regulation No. 225/2025. AIH consolidates public enterprises and investments under a single professional management umbrella, with a mission to steward regional wealth, transform the economy and generate sustainable growth that benefits the people of Amhara and Ethiopia at large.
AIH currently manages a diversified portfolio of 46 subsidiaries across seven strategic sectors: Manufacturing, Agro-Industry, Construction, Trading, Transport & Logistics, Finance, and Hospitality & Real Estate. To give the holding company and all its subsidiaries a unified strategic direction, AIH intends to develop its first comprehensive 5-Year Corporate Strategic Plan (2026/27 – 2030/31 G.C.).
AIH is therefore seeking to engage three (3) qualified Individual Consultant Team with expertise in strategy and corporate governance, investment and finance, performance management, and M&E. The consultants will work as one Consultant Team, jointly with the AIH Strategy Team. This ToR sets out the objectives, scope of work, deliverables, required qualifications, evaluation criteria and submission requirements for the assignment.
2. Objectives of the Consultancy
The overall objective is to develop a participatory, evidence-based 5-Year Corporate Strategic Plan for AIH, prepared jointly by the Consultant Team and the AIH Strategy Team. The specific objectives are to:
| Objective | Description |
1 | Establish the baseline | Assess the current institutional, financial and operational position of AIH and its subsidiaries, and identify key strengths, challenges, opportunities and strategic priorities. |
2 | Set the portfolio and investment direction | Develop a clear, disciplined and forward-looking portfolio and investment growth direction to guide AIH's subsidiaries, joint ventures and strategic projects. |
3 | Strengthen corporate governance | Strengthen AIH's corporate governance, risk management systems and institutional capabilities needed to manage a large and diversified portfolio effectively. |
4 | Set measurable targets | Establish measurable, time-bound financial and value-creation targets for the plan period, cascaded from AIH to its subsidiaries, to serve as the basis for performance agreements between the AIH Board, AIH management and the subsidiaries. |
5 | Develop the implementation roadmap | Develop a prioritized, phased and actionable five-year roadmap that translates the strategy into results, with KPIs (baselines and targets), phase milestones, clear ownership and an embedded M&E framework. |
3. Scope of Work
The Consultant Team will work jointly with the AIH Strategy Team across the four phases summarized below. The activities listed under each phase are indicative, not exhaustive: the Consultant Team is expected to propose and carry out any additional tasks needed to deliver a comprehensive, board-ready 5-Year Corporate Strategic Plan, and to set these out in its Technical Proposal and Inception Report.
Phase | Focus | Indicative timing | Main output |
Phase 1: Preparation & Situational Analysis | A shared, evidence-based understanding of AIH's baseline | Weeks 1–6 | Inception Report; Situational Analysis Report |
Phase 2: Strategic Direction | Vision, Mission, Core Values and Strategic Pillars | Weeks 7–8 | Strategic Direction Paper |
Phase 3: Strategy Formulation | Objectives, KPIs, targets, initiatives, financials, roadmap, M&E and risk | Weeks 9–10 | Draft 5-Year Strategic Plan |
Phase 4: Consolidation, Validation & Approval | A validated, Board-approved plan, handed over to AIH | Weeks 11–13 | Final 5-Year Strategic Plan; Presentation Materials |
Timing is indicative and will be confirmed in the Inception Report.
3.1 Phase 1: Preparation & Situational Analysis (Diagnosis)
This phase establishes a shared understanding of the baseline performance of AIH and its subsidiaries, on which all subsequent planning builds.
Ref. | Activity | Description |
1.1 | Inception | Agree the methodology, detailed work plan, workshop calendar, stakeholder map and outline of the Strategic Plan with the AIH Strategy Team. Establish the joint working protocol and shared document repository. Submit the Inception Report. |
1.2 | Document Review | Review the AIH proclamation and regulation. Review subsidiary diagnostic studies and annual performance reports. Review current portfolio data for all subsidiaries, the organizational structure and other relevant background documents. |
1.3 | Strategy Model and Data Collection Tools | Identify candidate corporate strategy formulation models and select the one most relevant to AIH's context. Develop standardized data collection templates and interview guides for subsidiaries. |
1.4 | Analysis Framework | Develop a framework and tools to analyze the internal and external environments of AIH and its subsidiaries. Cascade the analysis from the macro-economic level to the regional and industry levels, and link the findings to their implications for AIH and its subsidiaries. PESTLE (external) and SWOT (internal) are suggested; the Consultant Team may adopt alternative or more advanced tools where more appropriate. |
1.5 | Sector-Specific Analysis | Facilitate a workshop for each of the seven sectors: Manufacturing, Agro-Industry, Construction, Trading, Transport & Logistics, Finance, and Hospitality & Real Estate. For each sector, examine trends, market conditions, value-chain structures and key success factors. Assess the positioning of AIH's subsidiaries against peers and sector benchmarks. |
1.6 | Strategic Gaps and Strategic Issues | Identify the gaps between current performance, capabilities and positioning and the desired future state. Condense related gaps into a short list of strategic issues, each framed as a concise strategic question AIH must address. |
1.7 | Briefing Workshop | Present and validate the situational analysis findings and strategic issues with AIH. |
3.2 Phase 2: Strategic Direction
Through facilitated workshops and deep-dive sessions, the Consultant Team will define AIH's Vision, Mission, Core Values and Strategic Pillars, building on the strategic issues identified in Phase 1.
Ref. | Activity | Description |
2.1 | Vision, Mission & Core Values Revalidation | Facilitate structured workshops with the CEO, D/CEO, executives and the Strategy Team to review, refine and validate the Vision, Mission and Core Values. Assess whether they remain relevant, aspirational and aligned with AIH's mandate, current context and long-term ambitions. |
2.2 | Strategic Pillars Design | Conduct deep-dive sessions on AIH's core areas, particularly portfolio, investment and corporate governance. Define the strategic pillars that will organize the 5-Year Strategic Plan, with their focus areas and the key questions each pillar will address. Ensure the pillars are coherent, non-overlapping and together cover all of AIH's strategic priorities. |
2.3 | Briefing Workshop | Present and validate the Vision, Mission, Core Values, strategic pillars and focus areas. Document the agreed positions in the Strategic Direction Paper. |
3.3 Phase 3: Strategy Formulation
This phase translates the validated strategic direction into specific, measurable and actionable objectives, KPIs, targets and initiatives, supported by financial projections, an implementation roadmap and risk and M&E frameworks.
Ref. | Activity | Description |
3.1 | Objectives, KPIs & Targets | Translate the strategic pillars and focus areas into clear, measurable, time-bound objectives that are ambitious yet realistic over the five-year horizon. Design SMART KPIs (Specific, Measurable, Achievable, Relevant, Time-bound) with baselines and annual targets at holding, sector and subsidiary levels, covering all strategic pillars. |
3.2 | Portfolio Strategy, Initiatives & Financial Projections | Classify subsidiaries by strategic role (grow, turn around, restructure/hold, divest) and set entry, exit and new-investment screening criteria. Identify and prioritize strategic initiatives, with estimated investment requirements and returns. Build a five-year consolidated financial projection model, capital allocation framework and funding plan linked to the initiatives. |
3.3 | Implementation Roadmap & M&E Framework | Develop a prioritized, sequenced five-year roadmap that turns the objectives, targets and initiatives into actions, with timelines, milestones, responsible parties and resource requirements. Design the M&E framework, reporting templates, review cycles and a guideline for cascading the strategy to subsidiaries, to guide resource allocation, performance management and accountability. |
3.4 | Risk Management Framework | Identify and assess risks to plan execution across financial, operational, market, regulatory, political, environmental and social dimensions. Develop the risk register, risk assessment criteria and mitigation measures. |
3.5 | Operating Model & Organizational Structure | Recommend AIH's parenting role, decision rights, shared services and governance arrangements between the shareholder, AIH Board, AIH management and subsidiary boards. Benchmark best practice in comparable holding companies and present at least three organogram options, with a recommended structure to deliver the strategy. This recommendation is advisory; detailed job design and staffing are outside the scope of this assignment. |
3.6 | Briefing Workshop | Present and validate the objectives, KPIs, targets, initiatives, financial projections, roadmap, M&E and risk frameworks. Secure stakeholder ownership and record agreed revisions. |
3.4 Phase 4: Consolidation, Validation & Approval
All outputs from the preceding phases are consolidated into a single, coherent, board-ready Strategic Plan, validated with stakeholders and submitted for Board approval.
Ref. | Activity | Description |
4.1 | Drafting | Consolidate all outputs into the draft Strategic Plan, following the outline agreed at inception. |
4.2 | Internal Review | Present the draft to the Strategy Team and the AIH Management Committee in structured review sessions. Capture and address comments, gaps and concerns raised. |
4.3 | Stakeholder Validation | Conduct validation sessions with stakeholders and subsidiary representatives to confirm that the plan reflects subsidiary-level realities, priorities and aspirations. Document the feedback received. |
4.4 | Finalization | Incorporate all feedback, resolve outstanding issues and ensure the document is internally consistent and complete. Prepare the final plan in a polished, board-ready format in English and Amharic, with supporting presentation materials. |
4.5 | Board Presentation | Present the final draft to the AIH Board of Directors for review and approval, and incorporate any Board-directed revisions. |
4.6 | Handover | Hand over the approved plan and all supporting materials, including the financial model, data sets, templates and tools, in editable formats and in English and Amharic. |
4. Key Deliverables
The Consultant Team, working jointly with the AIH Strategy Team, will produce the deliverables below. Each deliverable is subject to review and written acceptance by AIH.
| Deliverable | Content | Indicative timing |
1 | Inception Report | Approach and methodology, detailed work plan and workshop calendar, data collection tools, stakeholder map, joint working protocol and proposed outline of the Strategic Plan, aligned with this ToR. | Week 2 |
2 | Situational Analysis Report | Findings of the diagnostic phase: consolidated data analysis, portfolio and financial diagnostic, internal and external environment assessments (including SWOT), sector analysis, strategic gaps and strategic issues. | Week 6 |
3 | Strategic Direction Paper | Validated Vision, Mission, Core Values, strategic pillars and focus areas. | Week 8 |
4 | Draft 5-Year Strategic Plan | Objectives, KPIs and targets; portfolio strategy and prioritized initiatives; five-year financial projections and funding plan; implementation roadmap; M&E framework; risk register; organizational structure options. | Week 10 |
5 | Final 5-Year Strategic Plan | Complete, board-ready plan incorporating all review and validation feedback, in English and Amharic, with executive summary, financial model and supporting materials in editable formats. | Week 13 |
6 | Presentation Materials | Materials for Management, stakeholder validation and Board sessions, designed to support informed discussion and secure validation and approval. | With each session |
Note: The timing of Board approval depends on the Board's meeting calendar. The Consultant Team's obligation is to present a board-ready plan and incorporate any Board-directed revisions. |
5. Duration and Location
Item | Description |
Duration | Three (3) months from the date of contract signing (planned November 2026 – January 2027). |
Location | Bahir Dar and Addis Ababa, Ethiopia, with travel to subsidiary locations as needed. Travel costs are to be included in the Financial Proposal. |
6. Consultant Positions and Qualifications
The Consultant Team comprises three positions. The Team Leader is accountable for the overall quality and integration of outputs; each consultant leads the work streams in their area of expertise and contributes actively to all phases.
Position 1: Lead Strategy Consultant (Team Leader)
Item | Requirement |
Main Responsibilities | Overall leadership: Lead the methodology, work plan, quality assurance and integration of all outputs; coordinate and review the work of Positions 2 and 3; serve as the main technical counterpart to the AIH Strategy & Communication Director. Inception: Prepare the Inception Report, Strategic Plan outline and workshop calendar; agree the roles of AIH staff and consultants. Data collection: Interview Board members, AIH executives, Regional Government bureaus and key partners; collect governance, legal and institutional documents; take part in subsidiary site visits and collect data directly where needed. Institutional assessment: Assess AIH's mandate, governance, structure, systems, policies and capabilities at holding-company level. External analysis and benchmarking: Lead the PESTLE and sector attractiveness analysis and benchmark at least four comparable sovereign or state investment holding companies. Strategic direction: Design and facilitate the Vision, Mission and Core Values workshops and deep-dive sessions; define the strategic pillars and draft the strategic objectives. Operating model and governance: Recommend AIH's parenting role, decision rights, shared services, synergies and governance improvements between the shareholder, AIH Board, AIH management and subsidiary boards. Organizational structure: Lead the benchmark-based, advisory recommendation on AIH's organizational structure. Strategic initiatives: Lead, with Position 2, the identification and prioritization of strategic initiatives. Drafting and presentation: Draft the main Strategic Plan and executive summary in English, integrating inputs from Positions 2 and 3, and review the Amharic version for quality; prepare and present materials to the AIH Management Committee and the Board. Capacity transfer: Build the skills of AIH counterparts in strategy formulation and facilitation throughout the assignment. |
Education | Master's degree in Business Administration, Economics, Strategic Management or a related field. A PhD is an advantage. |
Experience | At least 12 years of professional experience, including at least 7 years in corporate or institutional strategy. Has led at least two (2) comparable strategic plans for holding companies, sovereign or state investment institutions, state-owned enterprise groups or large diversified groups. |
Key Skills | Corporate and portfolio strategy; holding-company operating models; corporate governance of state-owned enterprises; executive and Board-level facilitation; excellent report writing in English and Amharic. |
Position 2: Investment and Financial Strategy Consultant
Item | Requirement |
Main Responsibilities | Data requirements: Design, with Position 3, the financial and operational sections of the data collection templates (financial statements, business plans, loan and debt schedules, capital expenditure and capacity utilization). Data collection and validation: Collect financial and operational data directly from subsidiaries where needed, including through site visits and meetings with finance teams; reconcile submitted data with audited statements and resolve gaps and inconsistencies. Portfolio and financial diagnostic: Analyze each of the 46 subsidiaries on profitability, ROE/ROCE, cash flow, leverage and debt service, working capital and asset utilization; identify loss-making and capital-intensive entities. Consolidated baseline: Build a consolidated financial baseline at holding level, including existing commitments, loan exposure and capital available for deployment. Financial benchmarking: Compare AIH's portfolio performance with comparable holding companies and sector norms. Portfolio strategy: Lead the strategic classification of subsidiaries (grow, turn around, restructure/hold, divest), the role of each sector, and entry, exit and new-investment screening criteria. Financial model: Build the five-year consolidated financial projection model linked to the strategic initiatives. |
| Targets and capital allocation: Propose financial and value-creation targets (revenue, profitability, ROI, ROCE, asset growth, cash generation, dividends); recommend a capital allocation framework, a funding plan (retained earnings, debt, partnerships, capital markets) and dividend policy guidance. Initiatives: Estimate the investment requirements and financial returns of prioritized initiatives. Drafting: Draft the portfolio, financial and funding chapters of the Strategic Plan. Capacity transfer: Train AIH finance and portfolio staff to use, update and maintain the financial model. |
Education | Master's degree in Finance, Accounting, Economics or a related field. CFA, ACCA, CPA or an equivalent professional qualification is an advantage. |
Experience | At least 10 years in investment analysis, corporate finance, financial modelling, valuation or portfolio management, including experience reviewing multi-sector portfolios or state-owned enterprises in Ethiopia. |
Key Skills | Advanced financial modelling; IFRS financial statement analysis; valuation and capital structure; investment appraisal; scenario analysis. |
Position 3: Performance Management, Risk and M&E Consultant
Item | Requirement |
Main Responsibilities | Data collection tools: Lead the design of the standardized data collection templates and interview guides; prepare guidance notes for subsidiary focal persons. Briefing and coordination: Brief subsidiary focal persons on the tools; track submissions from all 46 subsidiaries with AIH analysts and follow up on missing data. Data collection: Collect data directly where needed, including through site visits, focus group discussions and interviews with subsidiary management, staff and external stakeholders; compile and clean the data set. |
Stakeholder mapping and consultation: Prepare the stakeholder map and consultation plan; document consultation results. External analysis support: Support Position 1 with the PESTLE analysis, policy review and SWOT synthesis. Sector workshops: Co-design and co-facilitate the seven sector workshops; document their outcomes. KPIs and targets: Develop, with Positions 1 and 2, the balanced-scorecard objectives, KPIs, baselines and annual targets at holding, sector and subsidiary levels, with KPI definitions and data sources. M&E framework: Design the M&E framework, reporting templates and review cycles, and the guideline for cascading the strategy to subsidiaries. Risk management: Develop the risk register, risk assessment criteria and mitigation measures. Implementation roadmap: Lead, with Positions 1 and 2, the development of the roadmap with milestones, owners and timelines. Amharic version and validation: Prepare the Amharic version of the Strategic Plan; organize and document internal and stakeholder validation sessions. Capacity transfer: Train AIH strategy staff on the KPI, M&E and risk tools. | |
Education | Master's degree in Management, Economics, Development Studies, Monitoring & Evaluation, Public Administration or a related field. |
Experience | At least 8 years in strategic planning, balanced scorecard, M&E and/or enterprise risk management for public enterprises or large organizations in Ethiopia. |
Key Skills | KPI design and performance management; M&E systems; risk management; workshop facilitation; excellent professional writing in Amharic and English. |
10. Application Requirements
Applicants must apply as a team of three individual consultants covering all required positions. Each member of the team must clearly indicate which position in this TOR they are applying for and submit the following documents:
| Document | Requirements |
1 | Cover Letter | Position applied for, summary of relevant experience and confirmation of availability for the full assignment period. |
2 | Technical Proposal | Understanding of the ToR (interpretation of the objectives, scope and expected outcomes), methodology, proposed outline of the Strategic Plan and work plan. Maximum 20 pages. |
3 | Financial Proposal | Total lump-sum amount in Ethiopian Birr (ETB), stating whether applicable taxes are included, with an itemized breakdown of professional fees, travel, accommodation and other expenses and the basis of calculation for each. |
4 | Curriculum Vitae | A detailed CV demonstrating that the candidate possesses the qualifications and experience required for the position set out in this ToR. |
5 | Testimonial Letters | Official client recommendation letters or certificates of completion for similar strategic planning assignments. |
6 | Team Agreement | A signed agreement or letter of intent among the three consultants confirming their commitment to work jointly, designating the Team Leader and setting out each member's role. |
Team applications may submit one joint Technical Proposal and one Financial Proposal, provided that fees are itemized by consultant so that each position can be evaluated separately. |
11. Evaluation Criteria and Procedure
Applications will be evaluated using a combined quality- and cost-based method, with the technical evaluation weighted at 70% and the financial evaluation at 30%. Each position is evaluated separately; members of team applications are scored individually against the position they apply for.
11.1 Technical Evaluation (70%)
| Criterion | Points | Description |
1 | Education and Professional Qualifications | 15 | Relevance and level of academic and professional qualifications for the position. |
2 | Subject-Matter Experience | 15 | Years of experience in strategy, investment or performance management, as relevant to the position. |
3 | Related Experience | 30 | Comparable assignments for private or public holding companies, sovereign funds or state-owned enterprise groups, supported by references and samples. |
4 | Technical Proposal | 20 | Understanding of the assignment and quality of the proposed approach. |
5 | Interview / Presentation | 20 | Shortlisted applicants present their approach to the evaluation panel. |
| Total | 100 |
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Shortlisting for the interview is based on criteria 1–4. Applicants must score at least 70 out of 100 in the technical evaluation to qualify for the financial evaluation. |
11.2 Financial Evaluation (30%)
The financial proposals of technically qualified applicants will be scored as follows:
Item | Basis |
Financial score | Financial score = 30 × (lowest evaluated price ÷ applicant's evaluated price) |
Combined score | Combined score = (technical score × 0.70) + financial score |
Selection | The applicant with the highest combined score for each position will be recommended for contract award. The lowest-priced applicant will not be selected automatically. |
1. Context And Rationale
About SOS Children’s Villages Ethiopia
SOS Children’s Villages in Ethiopia is an International Non-governmental organization and a member of the SOS Children’s Villages International Federation. The organization started its humanitarian work in Ethiopia with the opening of its first Village in Mekelle, the Northern part of Ethiopia in 1974. Since then, it has expanded its programmes to different regions including Amhara, Oromia, Somali, Harari, Sidama, Southern Ethiopia, and South-Central Ethiopia regions and Addis Ababa. Currently the organization is planning to establish new programme location or sub office in Dessie town. Through its unique family-based care model, the organization has provided a nurturing environment where children can flourish, grow, and realize their full potential. The programme also works with different youth empowerment initiatives, supporting young people to help them become productive and independent members of society. The family and community development programme has enabled many families in the communities to become sustainable and provide the necessary care for their children. Furthermore, SOS Children’s Villages in Ethiopia also provides humanitarian assistance interventions in cases of natural and human-made disasters, when the livelihoods of families and communities are disrupted. SOS CVE collaborates and partners with like-minded organizations, community structures, government entities, and relevant all in advocating for the fulfilment of the rights and needs of vulnerable children, young people and families.
Description of programme location and context
SOSCVE Addis Ababa program location was established in the year 1981 G.C and is mainly working on an alternative care program supporting children to grow up in alternative families in established villages by providing comprehensive care and essential services for their holistic development. Furthermore, SOSCVE Addis Ababa Program manages and implements various facilities and programs, including Alternative Care (AC), the Family and Community Strengthening Program (FCSP), youth empowerment and Employability, a kindergarten, and high School (which includes both primary and secondary schools). The AC, FCSP and Youth initiative and humanitarian programs are the organization's core interventions, providing comprehensive care and support to children who are without adequate parental care and affected by crisis. Addis Ababa programme location is currently actively operating in Addis Ababa city Administration, and Adama City Administration in Oromia region.
2. Rationale of the project
SOS Children’s Villages Ethiopia is implementing Sustainable Training for Employment Promotion (STEP) project that has been implemented in Addis Ababa, and Adama from May 2024 to April 30, 2026, and Non-Cost Extension (NCE) to June 30, 2026 (two months).
The project presented here is closely linked to youth employment in the Plan for Accelerated and Sustained Development to End Poverty (PASDEP), Ethiopia's 10-year development plan (2005/6 to 2009/10), the national youth policy, the action plan for job creation (PAJC), the national strategy for the development of a climate-resilient green economy, the education policy and the strategies for the development of industry and MSMEs.
Furthermore, the planned activities tie in with the 2030 Agenda for Sustainable Development, in particular with SDG 5 (gender equality), SDG 8 ("decent work and economic growth") and SDG 10 ("reduced inequalities"), as the project aims to support young people, the majority of whom are women, to take up productive employment or self-employment, which should contribute to the country's economic growth.
According to the FDRE CSA urban unemployment survey, the unemployment rate in Adama was 24.9% in 2020. Young people make up 43% of the total population, of which 18% are unemployed according to the city administration's Agency for Enterprise and Industrial Development (2020). Similarly, the unemployment rate in Addis Ababa is 19.3% according to the 2020 Urban Employment and Unemployment Survey (UEUS). For young people, the 2021 rate is 22.1% in Addis Ababa.
The increase in unemployment is due to internal migration from neighboring cities. There are several factors that explain the migration trends to Adama. The main push factors include environmental degradation, low agricultural productivity, inadequate social services, demographic pressure, land scarcity, lack of rainfall, recurrent droughts and conflict. Pull factors include public services, security and employment opportunities.
The gig economy is growing in both cities, as it functions primarily in the cities. Various platforms have been founded. At the same time, university graduates often lack knowledge of the platforms, the digital infrastructure or entry opportunities.
The 2020 Urban Unemployment and Employment Survey shows that the unemployment rate for young people in urban areas is 25.7%, with an even higher rate for young females (31.7%). Most young people in employment are in the self-employed category (34% of the 15-29 age group). This is followed by private companies (26.8 % for the 15-24 age group and 25 % for the 15-29 age group), and in third place are domestic workers.
Although the young population is an asset, it faces multiple socio-economic challenges. These include unemployment and underemployment, health problems, including inadequate access to sexual and reproductive health information and services, the spread of HIV/AIDS, substance abuse (especially khat, tobacco, alcohol and other drugs) and persistent gender inequalities.
3. Objective of the Study
Overall objective
STEP project is at its final stage, looking to document key lessons/learning to be scaled up, good practices to be replicated, success stories to be shared and documentary video to witness the project achievements. As such, SOS Children’s Villages seeks well-organized and sound independent consultants to produce 20 minute long documentary highlighting project milestones, achievements and impact and a magazine covering project and strategic pillars. This necessitates well organized and sound independent consultants having practical expertise in facilitating the entire process or cycle of lesson learning, identifying tailored good practices applicable for youth empowerment context, developing human touching stories, and producing quality audio visual documentaries and developing three-year impact stories. Moreover, the external consultant will capture lessons/learned, good practices, success stories and documentary video witnessing.
The overall objective of the Best Practice and documentation study is to document good practices, lessons and experience of STEP Project from the target area of Adama city and Addis Ababa City Administration.
Specific objectives
Project Outcomes and Outputs
The goal or impact of the project is Strengthening youth employment under decent conditions in Addis Ababa and Adama city.
The summary of project outcomes and outputs are listed as follows:
Project objectives/Outcome 1: 4500 young people utilize improved professional and/or entrepreneurial skills and established structures to earn a decent income.
4. Scope of the Study
Sustainable Training for Empowerment and Promotion (STEP) project has been started since May 1, 2024, and will be completed on June 31, 2026. Geographically, the best practice and documentation study is limited to Adama City in Oromia region and Addis Ababa City Administration.
By pooling expertise and resources, the project will amplify its impact and outcomes, ensuring a synergistic, effective and efficient deliverable for youth people in target area.
5. Methodology
Proposed Methodology is:
Proposed Standards of the Assignment:
In compliance with the partners’ communications & branding policy, the following standards are expected to be fulfilled:
In case of sound effects, use clean and professional low bass sounds (consult SOS-CVE communication department)
It is part of documentary video production
Magazine quality (Good practice and Lesson learned)
Other technical specs to export
5.2. Sampling
The Commissioned consultant is expected to use appropriate sampling techniques and set a representative sample size for both qualitative and quantitative data collection methods. Based on the project objectives, results, Objectives and subgoals of the STEP Project.
The consultant should produce appropriate sampling methods from each subgoals and project locations and ensure representativeness of the sampled youth participants respondents, and the sampling frame.
Work Plan and Expected Deliverables
6.1. Work plan
The Best Practice and documentation study task is expected to be finalized within 45 days after the contract is signed.
The consultant is expected to develop her/his detailed work plan based on the following table.
Activities | Dates | Time frame | Location/site |
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6.2 Responsibility and Responsibility
a) SOS Children’s Villages
a) Role of the consultant:
Note that SOS CVE programme location-level staff (SOSCVE) will be available to help organize the interviews including contacting SOSCVE, announcing and local preparation of best practice documentation study, and linking to community duty bearers and national authorities. SOSCVE team will facilitate while the consultant collects data from project participants, partners and key government stakeholders.
Report criteria:
The reporting criteria for STEP project best practice study shall be in line with the SOS Children’s Villages Ethiopia result based management (RBM) toolkit and should be shared with the winner consultant along with the data review process and/or for the preparation of the inception report.
6.3. Deliverables
The commissioned external consultant must deliver the best practice & documentation study reports within 45 days of the contract signing. Based on the work plan, SOS Children’s Villages of Addis Ababa programme location Program team, the national office MEAL team and Youth empowerment portfolio teams expect the following deliverables:
Salary
Negotiable
Apply by
Nov 17
1.Background and Programme Context
1.1 About SOS Children’s Villages Ethiopia
SOS Children’s Villages in Ethiopia is an International Non-governmental organization and a member of the SOS Children’s Villages International Federation. The organization started its humanitarian work in Ethiopia with the opening of its first Village in Mekelle, the Northern part of Ethiopia in 1974. Since then, it has expanded its programmes to different regions including Amhara, Oromia, Somali, Harari, Sidama, Southern Ethiopia, and South-Central Ethiopia regions. Through its unique family-based care model, the organization has provided a nurturing environment where children can flourish, grow, and realize their full potential. The programme also works with different youth empowerment initiatives, supporting young people to help them become productive and independent members of society. The family and community development programme has enabled many families in the communities to become sustainable and provide the necessary care for their children. Furthermore, SOS Children’s Villages in Ethiopia also provides humanitarian assistance interventions in cases of natural and human-made disasters, when the livelihoods of families and communities are disrupted. SOS CVE collaborates and partners with like-minded organizations, community structures, government entities, and relevant all in advocating for the fulfilment of the rights and needs of vulnerable children, young people and families.
SOS CV Ethiopia engages with a variety of community-managed organizations and local government authorities. It supports them in providing an enabling environment for the most vulnerable communities and families to access vital social services and protection whether in peaceful times or crises, to ensure care and protection for all children and youth living in their community
1.2 Description of the Project
The Rise & Help Project is a one-year initiative designed to empower young and marginalized change-makers by enabling them to engage in voluntary civic action without the burden of financial insecurity or dependence on family support or alternative income sources. The project was implemented to strengthen youth participation in civic and community development initiatives while promoting volunteerism, leadership, personal growth, and social responsibility.
The project directly supported 20 volunteers based in Addis Ababa and Bahir Dar, operating under both full-time and part-time volunteer modalities. Through financial and non-financial support mechanisms, capacity building, mentoring, and practical engagement opportunities, the project aimed to create an enabling environment for volunteers to contribute meaningfully to community development and social impact initiatives.
As the project reaches its completion, a terminal evaluation will be undertaken to assess its overall performance, achievements, effectiveness, impact, sustainability, and lessons learned. The evaluation findings will inform future youth engagement and volunteerism programming and provide accountability to stakeholders.
2. Rationale and Overall Purpose of Terminal Evaluation
The overall purpose of the terminal evaluation is to assess the extent to which the Rise & Help Project achieved its intended objectives and contributed to empowering young volunteers and marginalized changemakers.
Specifically, the evaluation will:
3. Objectives of the Terminal Evaluation
The evaluation objectives should incorporate clear flow, avoid overlap, and align better with standard terminal evaluation criteria (relevance, effectiveness, efficiency, impact, sustainability, learning, and cross-cutting themes)
3.1 Overall Objectives
The evaluation will assess whether the project achieved its intended objectives and outcomes at the same time, examine the performance, results, sustainability, and contribution to volunteer development, while documenting lessons learned, best practices, and recommendations to inform future programming and organizational learning.
3.2 Specific Objectives are:
The specific objectives of the Terminal Evaluation are:
1.Assess the relevance of the project in addressing the needs and challenges faced by young and marginalized volunteers.
2.Determine the extent to which the project achieved its intended outputs and outcomes.
3. Evaluate the effectiveness of financial and non-financial support provided to volunteers.
4.Assess the quality and effectiveness of project management, coordination, and implementation arrangements.
5.Examine the project's impact on volunteers' skills, confidence, leadership, civic participation, and employability.
6.Evaluate the sustainability of project achievements and benefits.
7. Document lessons learned and recommendations for future interventions.
3.3 Project Goal, Outcomes and Outputs
3.3.1. Project Goal:
3.3.1.1. Long term objective
Youth from disadvantaged backgrounds engage for a chosen global challenge thereby developing critical thinking, leadership, and organizational skills that can contribute to their societies and shape their future roles in society.
3.3.1.2. Short term objective
provides young people with the opportunity to actively contribute to and drive positive change on issues that matter most to them in their local communities.
3.3.2 Project Outcomes & Outputs:
Outcomes:
1: Enhancement of access for young people from disadvantaged backgrounds to engage in a civic activity of their choice, enabling them to contribute to their communities and shape their future roles.
2: Development and strengthening of participant's international and regional networks, fostering global and regional solidarity and cooperation.
3: Positive contribution by participants' civic engagement to their local communities through the civic activity of their choice.
4: Development of participants' new skills, including technical, vocational, and soft skills, influential for determining participants' future roles in society be it further education or employment.
3.4 Major evaluation /research questions
The commissioned consultant should list relevant and possible evaluation questions by referring to the project document and the project result framework and show the terminal evaluation questions during the inception report presentation.
4. Scope of the Terminal Evaluation and Project Targets
4.1. Geographic Scope
The terminal evaluation will be limited to the project participants who are 19 young adults. The project was being implemented in Addis Ababa and Bahirdar where 14 of them are from Addis Ababa and 5 are from Bahir Dar. The subcities where the Volunteers from Addis Ababa work at are Kirkos, Lideta, Kolfe Keranyo and Arada Sub Cities and the volunteers from Bahirdar worked at in Atse Tewodros, Gish Abay, Fasil and Tana Sub Cities.
4.2 Target Groups and Project Participants
The primary target groups are 19 young who were deployed across education, health, and social development institutions and the 12 Organizations who hosted these volunteers for one year.
Table 1. Programme participants/project beneficiaries.
S.N | Programme participants/beneficiaries | Male | Female | Total |
1 | Young Volunteers | 12 | 7 | 19 |
2 | Host Organizations |
|
| 12 |
5. Terminal Evaluation Methodology
The consultant(s) must develop a strong data collection methodology for this terminal evaluation, ensuring the data's reliability and validity. A mixed-methods approach, combining quantitative and qualitative research methods, is recommended to produce the highest quality and most credible evidence. This study will collect data, disaggregated by sex, age, and disability, for the indicators listed in the result framework (the RF will be annexed for the winner consultant). The chosen methodology must be sensitive to the local context and ensure that all respondents, regardless of their background, have an equal opportunity to participate in the baseline study. The terminal evaluation environment should be designed to provide safe and inclusive spaces that encourage all participants to respond freely, irrespective of gender, age, disability, origin, or religious beliefs. As far as possible, the consultant should disaggregate data by sex, age, and disability while collecting and analysing data. Furthermore, the consultant should also clearly explain which questions will be answered using which methods. The Consultant should also ensure that the survey and qualitative methods (such as focus group discussion (FGD), key informant interview (KII) and group discussion) with participants and their host communities/organizations are representative of the project’s target groups and key stakeholders.
5.1 Sampling
The consultant is required to propose statistically sound sampling strategies to ensure representativeness. He/she is required to clearly state the sample size and the acceptable margin of error. The consultant will develop a detailed data analysis plan, outlining the statistical methods to be used for the quantitative data and the thematic analysis approach for the qualitative data. All data collection activities should be conducted following the highest ethical standards, ensuring informed consent, confidentiality, and the safety of all participants.
6. Work plan and Deliverables
6.1 Work Plan and Timetable
The terminal evaluation task is expected to be finalized within 30 days after the contractual agreement is signed. The consultant is expected to develop her/his detailed work plan based on the following table.
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6.2 Deliverables
The commissioned external consultant must deliver the evaluation findings within 30 days of the contract signed. Based on the work plan, SOS Children’s Villages of project intervention programme locations expect the following deliverables:
6.3. Report criteria
The reporting criteria of the terminal evaluation shall be in line with the SOS Children’s Villages Ethiopia Result Based Project Management (RBPM) toolkit and should be shared with the winner consultant along with the data review process and/or for the preparation of the inception report.
Salary
Negotiable
Apply by
Nov 17
CALL FOR CONSULTANCY SERVICES
Shared Space, Shared Futures (3SF): Advancing Social Cohesion and Civic Participation in Post-Conflict Ethiopia
Contracting organization | Chura Abugida Kene–Tibebawi Mahiber (CAKTM) |
Assignment | Baseline Assessment and Local Peace and Civic Space Practices Study |
Geographical coverage | Eight selected bordering woredas across Tigray, Amhara, Afar and Somali regions |
Publication date | 31 October 2026 |
Submission deadline | 12 November 2026, 5:00 PM Ethiopia time (EAT) |
Chura Abugida Kene–Tibebawi Mahiber (CAKTM), on behalf of the Shared Space, Shared Futures (3SF) project consortium, invites qualified individual consultants, teams of consultants and consulting firms to submit competitive technical and financial proposals for the assignment described below.
1. Background
CAKTM, in partnership with consortium partners, is implementing the Shared Space, Shared Futures (3SF) project to promote social cohesion, peaceful coexistence and inclusive civic participation in conflict-affected communities across Tigray, Amhara, Afar and Somali regions of Ethiopia.
The project seeks to strengthen constructive relationships among communities and relevant stakeholders, support locally grounded peacebuilding practices and expand meaningful civic participation, particularly for women, young people, persons with disabilities and other groups that may face barriers to participation.
To establish an evidence base for implementation, monitoring, learning and advocacy, CAKTM seeks an independent consultant or consulting team to conduct a Baseline Assessment and Local Peace and Civic Space Practices Study in eight selected bordering woredas. The assignment is expected to generate credible, context-sensitive findings and practical recommendations.
2. Purpose and Objectives
The overall purpose is to establish baseline benchmarks for relevant 3SF project indicators and generate an evidence-based analysis of local peacebuilding practices, social cohesion, civic participation and civic-space conditions in the project intervention areas.
3. Scope of Work and Geographical Coverage
The assignment will cover eight selected bordering woredas across Tigray, Amhara, Afar and Somali regions. CAKTM will communicate the selected woreda list and relevant project documentation to the successful consultant during inception, subject to applicable security and access considerations.
4. Methodology and Minimum Data Collection Expectations
The original project scope anticipates a qualitative approach consisting of 24 Focus Group Discussions (FGDs), three per woreda; 40 Key Informant Interviews (KIIs), five per woreda; and a desk review. Applicants should explain how these methods will answer the study questions and produce credible evidence.
The call also requires baseline indicator values and a clean quantitative dataset. Applicants must therefore explicitly explain whether a quantitative component is necessary to measure the relevant indicators. Where proposed, the technical proposal must specify the sample, sampling method, tools and analysis approach. Any additional quantitative survey beyond the stated qualitative minimum must be justified and separately costed. The final design will be agreed with CAKTM during inception.
5. Ethics, Safeguarding and Conflict Sensitivity
The consultant must apply recognized ethical research standards and CAKTM’s applicable safeguarding and data-protection requirements throughout the assignment. At a minimum, the consultant/team must:
The consultant must not promise assistance, legal protection or services outside the assignment. The study is not an investigation of individual allegations or a process for identifying alleged perpetrators.
6. Expected Deliverables
All deliverables must be submitted in editable electronic formats (Word and Excel, as applicable) and PDF. The consultant must hand over materials produced under the assignment in accordance with the consultancy agreement and confidentiality requirements.
7. Duration and Level of Effort
The assignment is expected to be completed within 25 working days from the date of signing the consultancy agreement. Applicants must submit a realistic work plan showing inception, desk review, tool development, fieldwork, analysis, validation and finalization. Assumptions about travel, access, security and regional logistics must be stated clearly in the technical and financial proposals.
Salary
Negotiable
Apply by
Nov 12