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Cash Coordination Toolkit


In emergencies, it is essential to quickly establish effective cash coordination mechanisms, especially if a coordination system was not in existence prior to the disaster. Feedback from past cash coordinators indicates that they lacked ‘ready-to-use’ tools to support them; with each coordinator having to develop their own each time. This hampered their operational capacity and effectiveness in the first weeks of establishing a coordination group.

In an effort to try and address this limitation, the CaLP team have developed a ‘Cash Coordination Toolkit’ with input from current and previous cash coordinators, to be used as a ‘pick-up and go’ toolkit to support the work of future emergency cash coordinators. The Cash Coordination Toolkit includes hints and tips from past coordinators alongside practical tools, guidance documents and templates.

The Cash Coordination Toolkit is arranged in a series of chapters (see below), for ease of use. It is a living resource and will evolve over time as more resources are shared with the CaLP, and as discussions and agreements on effective cash coordination take place.

Please note that some of the examples, templates and case studies presented in the Cash Coordination Toolkit have not been produced by the CaLP team but by external agencies, and the use of a document developed by a particular organisation does not relate to any CaLP endorsement for that particular agency. Most documents presented here are field level documents that will need modifying according to the working context.

Next steps: the CaLP will add to this toolkit as further resources are made available and shall share a French version as soon as possible.

If you have materials that are pertinent to this Toolkit, or if you have comments on the content of the Toolkit, please contact the CaLP team, with “Cash Coordination Toolkit” in the subject line, at digitalcomms@cashlearning.org

You will find inside:

Chapter 1: Advocacy for cash coordination, and guidance on the role of the coordinator

This section gives essential information on the global humanitarian coordination system and provides guidance for prospective coordinators deployed in an emergency. This includes guidance on the role of different actors within the humanitarian leadership such as OCHA, the Humanitarian Coordinator and others. Included in this guidance is an organogram; a pictorial representation of the system that is described in writing. Also in this section is a Terms of Reference (ToR) of a cash coordinator that can be adapted for use.

This guidance document provides an overview of:

  • The global coordination system (clusters, responsibilities of agencies, role of OCHA, the Humanitarian Coordinator, etc)
  • How cash coordination fits into this wider system (may depend on coordination model used) as well as some key considerations for cash coordinators

Websites of interest where you can get further information:

Humanitarian Response: Provided by UN OCHA to support humanitarian responses globally. This specific page gives guidance on humanitarian architecture

CaLP – resources page – Making the Case for Cash: This guide aims to support field-level advocacy for cash transfer programming


Download Chapter 1: Advocacy for cash coordination, and guidance on the role of the coordinator 

Chapter 2: Advice and tips for facilitating the group

Drawn from the experience of current and past coordinators, this section provides advice, examples and templates that will ease the start up and facilitation of a cash coordination group.

There are numerous examples of ToRs for cash working groups (including country level and regional) as well as a template to complete as new groups are established. There is a tip sheet to build the capacity of the coordinator to run successful meetings plus examples of agendas and minutes to gather ideas about what current and past groups are discussing.

Websites of interest where you can get further information:

SDC – Learning and Developing - Community of Practice: Advice on what constitutes for and what makes a successful community of practice.

SDC – Learning and Developing – Facilitation: Advice on what facilitation is and on facilitating groups

UNHCR – eCenter – Coordination self study: E-learning on coordination containing useful documents such as tip sheets designed to help coordinators in their role

CaLP – resources page – Cash Technical Working Group Guide: Provides guidance to Cash and Voucher Technical Working Groups (TWGs) on possible issues for TWG discussion


Download Chapter 2: Advice and tips for facilitating the group


Chapter 3: Means of communication to support the coordinator

Good communication is critical to the functioning of a successful group. This section provides advice for coordinators on successful ways in which to communicate within the coordination group and with external stakeholder groups.  This includes advice on setting up on-line forums and a checklist of essential communication tools.

Websites of interest where you can get further information:

CaLP – resources page – Communicating Cash to Communities: Includes basic elements of a communications strategy to support a cash or voucher programme


Download Chapter 3: Means of communication to support the coordinator


Chapter 4: Awareness-raising tools and basic training

These tools can be used to build the capacity of those with little or no experience of cash transfer programming (CTP). There is a cash presentation of approximately one hour to adapt to specific needs/ context and training materials for a 1 day session on the basics of CTP. More training materials are available on the CaLP website, but these materials are proposed as relevant for supporting people to understand the basics quickly.

To ensure continued learning and improvement in cash coordination, it is important to formalise learning after a coordination experience. This chapter includes a handover report from the Haiti earthquake cash coordinator The Haiti handover is comprehensive and provides detailed information and ideas for future coordinators. There are templates of case study formats for the coordinator to develop with relevant information and a glossary of CTP terminology with which to do so.

There are also agendas and a report from learning events which are used to gather practitioners to disseminate good practices and lessons learned.

Websites of interest where you can get further information:

ALNAP - Innovation case studies: Examples of technical case studies used to share innovation in humanitarian response

CaLP – resources page – Case Studies: Search on the CaLP website resources page to find several examples of case studies on CTP

CaLP – resources page – Glossary of Cash Transfer Programming terms: A comprehensive glossary of terminology related to cash transfer programming

Shelter Cluster  Emergency Shelter and Cash Based Programming training: Presentation and session outline for training tp present the case for considering cash transfer programming in the shelter sector


Download Chapter 4: Awareness-raising tools and basic training


Chapter 5: Tools to use in the coordination group

Tools commonly used by coordination groups to facilitate better coordination, promote good practice and shared resources include;

  • 3W matrices to gather information about who is doing what, where and, when: There are examples here collected from previous coordinators, alongside an at-the-ready template for immediate use and adaptation to the coordination groups needs. Experience has shown that the tool should be updated regularly to ensure relevance.
  • Joint monitoring and evaluation systems: This joint activity can be appropriate if conditions are right. There is a tip sheet here for successful joint monitoring and evaluation ventures alongside templates which have been used in the past, and a ToR for a joint monitoring and evaluation group.

Websites of interest where you can get further information:

CaLP – Somalia Cash and Voucher Monitoring Group: The Somalia Cash and Voucher Monitoring Group is a group of NGOs and other organizations that are working together to monitor various cash and voucher interventions. This page holds tools the group use for joint monitoring and evaluation, developed by ODI.


Download Chapter 5: Tools to use in the coordination group


Chapter 6: Core CTP documents

These documents are presented as core documents for humanitarian practice and CTP. They have been gathered in one place for immediate use by the cash coordinator.


Download Chapter 6: Core CTP documents