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Director of Monitoring, Learning @ Human Capital Third

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 Director of Monitoring, Learning

Job Description


TSP/2021-22/020A _______________________________________________________________________________
Organization: UPAYA SOCIAL VENTURES
Job Title: DIRECTOR OF MONITORING, LEARNING & EVALUATION
Reports to: CHIEF EXECUTIVE OFFICER
Location: BANGALORE
______________________________________________________________________________
Introduction:
Upaya was founded on the simple realization that a ladder out of extreme poverty is rooted in sustainable jobs. Upaya started as an experiment, investing in four businesses in rural India that created almost 1,000 jobs within three years.They identify early-stage businesses with the greatest potential for job creation in the worlds most vulnerable communities. Through their investments and accelerator program, they help entrepreneurs grow their businesses and create jobs that lift families out of extreme poverty.
They invest in companies that are too small for commercial banks, venture capital, and other investors, but too large for microfinance institutions. These companies in the missing middle can create more jobs in vulnerable communities. The companies in their portfolio represent some of the most challenging geographies and industries in India, where most investors wont dare to go. They invest in under-served areas in order to benefit marginalized populations. The investment has the potential to change the trajectory of an entire generation. They measure what matters, create cost-effective solutions, and maximize the impact of every dollar.Read more about Upaya Social Venturess work at: https://www.upayasv.org/ Reason for the hire:
Upaya Social Ventures is looking to hire the Director of Monitoring, Learning & Evaluation to ensure Upayas program outcomes demonstrate measurable progress with their mission to alleviate extreme poverty through dignified job creation. This is an opportunity for a seasoned MLE professional to build on and improve an existing methodology, or make recommendations for a new approach to best serve Upayas goals. The successful candidate will be able to marry evidence-based program outcomes with strategic and practical guidance for the organization to continually improve its impact.Roles and Responsibilities:

  • General Responsibilities
  • The Director will manage and provide guidance to team members in the Bangalore office, with a goal of informing organizational strategy through accurate and timely data collection, analysis, reporting, and sharing feedback to promote organizational learning
  • The incumbent will evaluate the effectiveness of Upayas major activities, working with the CEO to assess the implications for the strategic choices
  • The incumbent will also work closely with the India Country Director to assess the performance of investees (partner companies) and the short- and long-term impacts on their jobholders
  • The Director will be responsible for supporting the following: key indicators that best capture the financial and social performance of Upayas portfolio, tools to gather the needed information in a regular and effective manner, a framework for real-time analysis, and templates for visualization and external reporting, for both internal and external audiences
  • He/She will represent Upayas program outcomes and impact evaluation to a diverse audience, including donors, industry affiliates, academic institutions, and others, and will uphold Upayas reputation as being a data-driven, impact-first organization


  • Impact Management: Monitoring and Reporting
  • Define key enterprise-level indicators that capture the financial health of partner companies
  • Review field-level data, check for exceptions, ensure proper attribution to partner performance
  • Establish a framework for analysis of raw data; train team and oversee analytics activity to assess jobholder impact
  • Oversee the updating of Upayas public dashboards on a regular basis
  • Participate in industry working groups (IRIS+, Impact Matters, IMP, Feedback Labs, AEA, SoPact, etc.) to help shape and ensure Upayas adherence to industry standards
  • Research and test technical solutions to optimize Upayas end-to-end impact assessment capabilities
  • Work with team on data interpretation and tailoring communication for a variety of external stakeholders including partners, funders, and industry
  • Supervise Senior Data Associates on data collection, analysis, reporting, and integration of entire MLE framework.


  • Evaluation & Learning
  • Establish a system for fair and systematic evaluation of Upayas major workstreams, working in close partnership with all program heads
  • All data collected by the MLE team serves the goal of continuous improvement at Upaya.
  • The Director will be responsible for interpreting those data and creating realistic, actionable adjustments to their program approach. Creating a formalized process for this kind of learning will be a new initiative spearheaded by the Director and supported by the entire team


  • Thought Leadership
  • Act as a spokesperson at relevant conferences, industry gatherings and working groups to represent Upayas expertise in MLE and their program outcomes
  • Partner with Marketing Manager to publish regular articles that showcase the findings
  • Support CEO in reporting financial and social metrics to Upayas Board
  • Represent Upayas impact metrics in donor reporting and in relevant grant applications
  • Research potential partnership opportunities with other organizations to further the scope of Upayas IM work (academic institutions, technology providers, others)


  • Other Responsibilities
  • Serve as an active member of the management team, recommending refinements to Upayas strategy, based on objective assessments of the organizations financial and social performance, and observed industry trends
  • Serve as a resource for Seattle-based Director of Philanthropy, and contribute to institutional outreach when necessary
  • Devote 2-3 hours per week to expand Upayas supporter network


Note: The roles and responsibilities outlined above are not meant to be an exhaustive list of tasks. The need for flexibility is required and the job holder is expected to carry out any other related duties that are within the employee's skills and abilities whenever reasonably instructed.Must Haves:

  • The incumbent should come with over 10 years of work experience with the majority in a monitoring, learning, and evaluation role
  • He/She should have demonstrated experience with quantitative and qualitative research methods in the areas of economic development and social enterprise, including survey design, data collection, focus group discussions, and statistical analysis
  • Passion for and understanding of impact assessment, impact investing, and working on poverty alleviation
  • Strong research and analytical skills, with an understanding of database structures and management
  • Required proficiency in Tableau, at the Desktop Specialist or Tableau Certified level. Competence in MS Office is also required with a high level of proficiency in MS Excel. Experience with Google Sheets and Salesforce also required
  • Experience with managing, interpreting, and analyzing large datasets
  • He/she should be able to apply best practices in data visualization to communicate findings to a diverse set of stakeholders
  • Strong personal network in the area of MLE / impact management and ability to lift best practices from this network to inform Upayas own methodology
  • Experience in financial modeling and financial statement analysis a plus
  • Comfortable with travel to partner locations, especially far-away places like north-eastern states of India and impoverished communities
  • Strong social awareness to build consensus in a culture of continuous improvement without engendering defensiveness
  • Strong work ethic, attention to detail and steadfast commitment to Upayas values.


Preferable:

  • MBA Preferred.
  • Knowledge of financial management strongly preferred
  • Substantial experience in a leadership role, having built, inspired and managed cross-functional teams leading them to succeed


Third Sector Partners is a pioneering cause-connected executive search firm and has been retained for this position. Interested candidates can send in their CVs along with three references and a cover note to up***************e@gm**l.com
Please note only shortlisted candidates will be contacted.100 % of Third Sector Partner profits are invested in Katalyst, our social initiative through professional tertiary education -www.katalystindia.org

Job Classification

Industry: NGO / Social Services / Industry Associations
Functional Area: Other,
Role Category: Other
Role: Other
Employement Type: Full time

Education

Under Graduation: Any Graduate
Post Graduation: Any Postgraduate

Contact Details:

Company: Human Capital for Third Sector
Address: Upaya Social Ventures
Location(s): Bengaluru

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Keyskills:   monitoring and evaluation Impact Assessment director Social Impact Assessment M&E

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Human Capital Third

Third Sector Partners, a leading senior management and board search firm in the Not for Profit sector has been retained for this position.