Step 3: Organizing and managing the EESE assessment

Undertaking an EESE assessment requires careful organization. The Employers' Organization needs to identify who will do the assessment and ensure the assessment processes are properly managed. It is also important to determine the financial, technical and organizational resources the assessment will require and how these will be obtained.

3.A Organizing the resources

The Employers' Organization should identify the resources it requires and how these will be obtained. This involves a consideration of the following resources:

  • Human resources: This refers to the people who will direct, manage, and carry out the assessment. It is likely that this will involve Employers' Organization officials, members, and staff, so these people need to be identified and their roles clearly described. Human resources may also be obtained from other partner organizations (e.g., other business organizations) or they may be appointed for the purpose of the assessment (e.g., consultants).
  • Members: Enterprise members possess a wide array of skills and technical abilities that can be accessed and utilised by the EO.
  • Financial resources: The demand for financial resources will depend on the scope of the assessment (Step 1) and the assessment methods that will be applied (Step 2). It will be necessary to prepare a budget that outlines the costs of the assessment in as much detail as possible, along with an account of where the funds to cover these costs will come from.
  • Technical resources: Again, the requirement for technical resources will depend on the scope and methodology of the assessment. It may be useful to bring in specialists who can guide and support the assessment, such as lawyers, survey specialists, economists, or policy specialists. Some of these people may be found among the Employers' Organization's members; some may offer their services voluntarily while others will need to be paid.

Use Worksheet 3: Assessment Budget, to think through the various costs your assessment will entail and how you will fund these activities.

3.B Managing the assessment process

A clear management structure should be developed for the assessment. This should specify the following:

  • Steering committee: It may be useful to appoint a steering committee to oversee the assessment procedures and give guidance to those who are directly involved in the assessment. It is recommended that the steering committee include the Employers' Organization's Director General.
  • Assessment director: This is the person who is in charge of the assessment. She or he will report to the steering committee and is responsible for the coordination of all assessment inputs and for ensuring the assessment occurs within the agreed upon resources and timeframe. This person will be a senior member of the EO's secretariat.
  • Assessment team: In addition to the assessment director, there is likely to be a number of other people who are involved in the assessment. These people should be clearly identified and their role in the assessment should be made clear to all.
  • Other stakeholders: In addition to the Employers' Organization, there are likely to be other stakeholders involved in the assessment. This may be the government, other private sector organizations, or the media. A clear plan for stakeholder participation should be prepared, outlining who these actors will participate.

For more information see Assessment Tool 8: Stakeholder analysis.

Use Worksheet 2: Designing your assessment, to present your agreements on who will be involved in the assessment and how this process will be managed.

Worksheet 2: Designing your assessment
Assessment methods

Describe the main methods of assessment that will be used (e.g., literature review, survey, consultations, case studies).



Sources of information

Identify the main sources of information used for assessment (e.g., existing assessment reports, business people, expert opinion).



The assessment team

Identify the assessment team and describe the roles of all key members:



Steering Committee

Identify the members of the Steering Committee and the responsibility of committee members:



Other stakeholders

Identify the other stakeholders that need to be involved in the assessment; describe how these stakeholders will be involved and who will be responsible for managing the participation of these stakeholders.




Worksheet 3: Assessment Budget
Personnel expenses
Employers’ Organization staff
Other expenses
Data expenses
Purchase of data
Meetings and consultations
Venues, catering, etc.
Data analysis
Computing, programmes, data input, etc.
Report production and distribution
Other expenses
Sources of project income (funding)