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CONSULTANT – E-Learning Module Development


The Self-Reliance Index (SRI) is a scored survey tool for measuring the progress of refugee, internally displaced, returnee and other conflict impact households toward self-reliance over time. It is primarily intended to support practitioners in designing and providing effective refugee services in countries of first asylum. It may also assist in targeting populations for assistance, highlighting service gaps, and informing funding priorities. The SRI was developed through a three-year multi-stakeholder process involving over 25 contributing partners, including NGOs, UNHCR, research entities, foundations, and government agencies. The SRI was developed to fill a critical gap in enhancing self-reliance opportunities for refugees by providing a quickly-administered, high-level assessment of key status changes for refugee households. It is expected to evolve and improve as it is more widely used in different contexts.

The SRI it is envisioned as a support to programming, both at the case level (improving assistance to individuals and households), and at the program level to inform and improve program design. It can be useful in targeting/screening of clients for assistance, as well as tracking their progress over time, and potentially in support of responsibly “graduating” clients from assistance when it is no longer needed.

The SRI can support all types of programming, whether the focus is a sector-based intervention, such as health care or livelihoods, or a broader spectrum of services. As the SRI is meant to track progress or the lack thereof over time, it can assist organizations in prioritizing services and referrals in those domains where progress is slow or lacking.

Beyond monitoring outcomes for households, the SRI can aid in program-level monitoring to better detect the combined impact of all supports and services provided to the household. In addition, aggregated data from the SRI could be used to help detect trends and provide comparisons among populations, regions and the relative effectiveness of different types of programming in leading to self-reliance.

Who is the intended user of the SRI?

The SRI is “open source” and may be used by anyone. The SRI is issued under a Creative Commons license, which allows anyone to use the tool for non-commercial purposes and requires users to credit the source. Service providers assisting non-camp-based refugees with any form of support (e.g. livelihoods, cash, food, health care, child protection, case management, etc.) are expected to find the SRI most useful. These providers may include NGOs, intergovernmental agencies and governments. Within these entities, it is anticipated that case managers, project officers, or M&E specialists would be tasked with administering the SRI with clients.

It is expected that agencies using the SRI will measure clients on all assessment domains, regardless of their specific project focus or sector. In this way, the SRI may encourage closer coordination among humanitarian, development, grassroots and government services to ensure holistic support for refugee households. Even agencies providing sector-specific support (e.g. only child protection) are likely to find the holistic view of household status provided by the SRI useful in tailoring their services and the questions do not require specialized technical knowledge to answer. As noted above, donors and researchers may also find the SRI useful.


The goal of this E-Learning Training Course & Module Development Scope of Work is to create an E-Learning platform that ensures reliable practitioner implementation of the SRI.

Scope of Work

The consultant/ firm will be responsible for the following:

  • Instructionally design modules based on existing RSRI and SRI content and interviews with the SRI matter expert(s);
  • Designing and developing a functional prototype of the online learning modules for review and validation by designated RSRI project and partner members;
  • Completing development of the self-paced and interactive learning modules;

Specifically, the consultant will perform the following tasks:

1. Project Management

  • Participate in an initial kick-off meeting (within the first 10 days) to meet with the designated SRI team, to discuss the project, validate critical objectives, agree on learning objectives, and to develop a project plan to guide the project through completion;
  • Provide weekly updates on progress of assignment to the project supervisor;
  • Manage content reviews with SRI designated team members and partners.

2. Content Design and Development

  • Work with designated SRI project team members to understand existing content and to instructionally design the content into storyboards, if necessary, to meet the agreed learning objectives.

In consultation with RSRI, the consultant should present three (3) distinct sample user interface designs for the module(s), each to include an example of a welcome/ main menu screen and a page of sample content. These designs should include color palettes (existing SRI palette is preferred), header and footer sections, navigational and menu buttons. RSRI will work with the consultant to refine the designs and select a final interface.

Any identified deficiencies in the selected design identified during the validation process will be corrected by the consultant and approved and accepted by RSRI.

Existing SRI course content is currently developed in Word, PDF and PowerPoint formats. Each module of the training is expected to take no more than 40 minutes to complete, which should be further broken down into topics of no more than 15 minutes each.

  • SRI project team and the consultants will validate the selected design. This will ensure that the final product will have:
    • An overall design plan and architecture.
    • A consistent look and feel.
    • A common and apparent navigation strategy.
    • Interactive exercises.
    • Required visuals – flow charts/decision trees/sketches/interactive image maps/videos, etc.
    • Facility to incorporate translations.
  • It is expected that the entire SRI E-Learning Course will be (approximately) 8 modules longer, using the following as a guide:
    • Context setting and definitions of self-reliance (30 minutes)
    • Introduction to the SRI and User Guide (20 minutes)
    • Review of Section 1/Biodata (30 minutes)
    • Review of Section 2/ Scored domain including practice scenarios (40 minutes)
    • Review of Sections 3 & 4 (20 minutes)
    • Setting up data collection, data integration, including Data Sharing Agreements (40 minutes)
    • Basic data review, export and analysis (40 minutes)
    • Scenario scoring testing (40 minutes)
  • Training should ensure:
    • Training should also direct the learners to appropriate links for additional reading resources
    • Case studies/scenarios with closed-ended questions will be part of the overall training module
    • Number of assessment questions “check-for-understanding” embedded in each module
    • The consultant should be aware of the culture contexts of the learners
    • Images and references should be culturally appropriate


  • User Interface Treatments
  • Functional Prototype Delivery
  • Completion and Review of Storyboards (if required)
  • Delivery and Review of Alpha Level Modules
  • Deliver itemized list of revisions
  • Validation of Beta Modules
  • Delivery of Completed Modules
  • Sign-Off and Delivery of Training Materials to RSRI


The work is expected to start once the contract is signed by the Consultant, it is expected to be completed in approximately 65 working days.


  • The consultant firm’s team must be comprised of qualified experts, with a demonstrated track record in developing quality online learning. Overall experience of firm should be more than 5+ years.
  • It is expected that the team have experience developing online learning in low-bandwidth environments and have knowledge of delivering online learning in developing countries.
  • The firm should have a strong project management ability and excellent communication skills.
  • References and examples of past work are required and should be included in the proposal.

How to Apply

Interested candidates must submit a CV and cover letter via this link.