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> About the Toolkit
The authors
of this Toolkit are Martha Pattillo Siv and Daria Lavrentieva,
Knowledge and Learning Advisory Service (KLAS) of the World Bank
Institute's Knowledge and Learning Services. The Toolkit was produced
in June 2004. Its genesis is the demand for advice on the development
of Advisory Services since World Bank knowledge management initiatives
began in 1996. The KLAS has provided advice to World Bank staff
and clients on this topic since its inception in 2002, as part of
its coordinating role of the Advisory Services Community.
In preparing
the Toolkit, the KLAS has benefited from the active participation
of the Community and the strong support of the Knowledge Sharing
team. In particular we would like to thank the following persons
for their contributions, making this truly a joint effort of the
Community:
Esther
Petrilli/COCPO; Gonca Okur/DECDG; Greg Guthrie/ESDIS; Dan Goldblum,
Neesham Carter Kranz/ FSKIS; Veronica Grigera, Ecaterina Zatushevski/HDNED;
Miyuki Parris/HDNHP; Surat Nsour/HDNSP; Denise Bedford/ISGCI;
Olesya Zaremba/ISGIM; Barbara Murek/ISGIS; Linda Thompson/LEGRA;
Carine Bolou-Mansilla/MNACS; Patricia Laverley/OEDPK; Cindy Alexis/PRMVP;
Elisabeth Goller/TUDTR; Laura de Brular/TUDUR; Juan Blazquez,
Ronald Kim, Erik Caldwell Johnson, Jeeyeon Seo (WBIKL)
Questions/Updating
the Toolkit
For
questions on how the Toolkit was developed, contact
Martha Pattillo Siv or Daria Lavrentieva.
For contributions/updates to the toolkit, contact
the Knowledge Sharing team at: Ksharing@worldbank.org
How
the Toolkit is organized
This
toolkit is divided into sections which represent the core operations
of Advisory Services, along with important background.
What
& Why
This
section highlights basic concepts and principles about Advisory
Services: what they are, why they can help, main clients, how
they work, how to access. It also provides a background on the
vision of the Knowledge Bank, and the development of Knowledge
Management and Advisory Services at the World Bank. >>
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Getting
Started
This
section focuses on how to set up an Advisory Service: presenting
the idea of an Advisory Service to management, creating a concrete
plan for the Service, and establishing and launching the Service.
>>
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Running
the Service
This
section contains important information for effective operation
of the Service. It highlights basic day to day functions, including
handling queries, building the knowledge base, networking and
marketing. >>
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Technology
Role
This
section focuses on appropriate technology support for Advisory
Services. The importance of tracking is explored along with
information about the Bank's Unified Case Management (UCM) system
available to all Advisory Services. >>
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Measuring
Performance
This
section explains why measurement is important, with some indicators
for Advisory Services. It provides general information on monitoring
and evaluation and recommendations from the Operations Evaluation
Department (OED), along with sample evaluations of Advisory
Services.
>> go to the page
Learning
from Experience
In
the nine years of development of Advisory Services at the World
Bank, many lessons have been learned. This section highlights
good practices that contribute to success and sustainability
of Advisory Services. >>
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Resources
This
section is a gold mine of resources at the heart of Advisory
Service work. It includes: links to Advisory Service webpages;
presentations; work plans, policy and procedure documents; studies
on Advisory Services; job profiles and job descriptions; surveys
and feedback forms; knowledge products; marketing materials.
>>
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