Sharing good practices

CFI staff members regularly discuss the management of projects with recipient institutions. We also perform monitoring visits at institutions. These provide us with the opportunity to obtain an understanding and assess the adequacy of the policies, practices, processes and controls in place for the management of CFI awards. During these interactions, we observe many good practices, which we’ve decided to share with you here. Practices span the full lifecycle of a CFI award and include, for example, strategic planning, proposal development, project implementation, sustainability, risk management, tracking of impacts and outcomes, communications, and the management of large initiatives.

We don’t necessarily recommend that all institutions adopt the practices listed below, since a practice that works well in one institution may not be appropriate for another operating in a different context. This is not a collection of requirements or guidelines, nor is it a means for the CFI to communicate its expectations. We simply hope that sharing these practices might help your institution manage CFI-funded projects.

Please send us your good practices so that we can then share them with others. Since practices will be updated periodically, we encourage you to visit this page regularly.




To share a good practice with the CFI please contact:

Stéphane Leroux

Senior Financial Monitoring Officer
stephane.leroux [at]