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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. >> go to the page

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. >> go to the page

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. >> go to the page

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. >> go to the page

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. >> go to the page

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. >> go to the page


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