Case Study: Implementing Best Practice Treasury Programs with the Treasury Program Design Wizard – Global

When working on cash programs, it can be an information overload for aid workers with a lot of paperwork and time spent aligning with other team members. In addition, these programs tend to change often, which can make it difficult to update all documents. The Cash Design Wizard is a simple web-based tool that helps humanitarian organizations design cash programs that meet international standards and best practices and address challenges based on real-life experiences in multiple contexts. Its main purpose is to guide aid workers through a simple set of intuitive questions that results in a quality money program. It does this by starting from the reality of the human context rather than the treasury solution, reducing uncertainty about treasury program parameters, and accelerating usage setup across sites and organizations.

The design process

25 aid workers from consortium partners Dorcas, ZOA, Help a Child, Tearfund, Cordaid and 510 (Data & Digital initiative of the Dutch Red Cross) co-designed the Cash Program Design Wizard. The Cash Program Design Wizard was co-designed using human-centered design methodologies. Human-centered design is a design and management framework that develops solutions to problems by involving the human perspective in all stages of identifying the problem and solution process that is applied in co-design sessions .

In 2021, co-design sessions took place in Burundi, DRC, Ethiopia, Iraq, Lebanon, South Sudan, Syria and Yemen. A total of 25 aid workers shared their experience with cash programs. In 2022, some of these co-designers tested and improved the product by linking it to real money programs. From 2018 to 2022, many other aid workers co-designed the Cash Design Wizard sharing their knowledge and needs as aid workers demanded to set up cash programs that included those affected. These sessions included many types of disaster response in the Caribbean, Ukraine, Malawi, Kenya, Netherlands, Chad, Lesotho, Namibia and Nigeria. Together, we looked at the tools, trainings and processes that aid workers have found useful within their organization and grouped their challenges.

**The Needs and Challenges of the Humanitarian Worker**

The cash program design wizard is created through 3 different aspects: the desirability of the humans involved (including affected people), the feasibility of the technology and the viability in the humanitarian context. The needs and challenges of the aid worker expressed during the co-design sessions can be concluded as follows:

  • “We would like to have guidelines, policies and tools, but not information overload! A tool that doesn’t tell you what to do… but makes it easier for you to do it! (human desirability)
  • “We are often unreachable during office hours when we are in the field and have poor connectivity…but need to ensure we are aligned with HQ and other team members on different working hours” (technological feasibility)
  • “Things change so often when planning a cash flow program and we often have to change a lot of documents to keep them up to date and realign with other team members….” (humanitarian sustainability)

Benefits of the Cash Program Design Wizard

Lessons learned from the co-design sessions have been incorporated into the Cash program wizard. The Treasury Schedule Design Wizard provides the following benefits:

  • Easier: It is a comprehensive tool that provides guidance throughout the program for inexperienced and experienced aid workers to create quality cash programs.
  • Faster: It provides an immediately usable result report.
  • Faster: This saves administration time and enables alignment within a larger team.
  • Easier: It has online and offline function to avoid data loss.

The Cash Program Design Assistant helps aid workers in field offices, country offices and (inter)national headquarters who want to set up cash programs for affected people in multiple contexts. The tool allows a senior program designer (often a field worker) to navigate through the guiding questions, answer them, and modify those answers as needed. The latest information automatically updates a standard reporting structure ensuring that there is a central point of truth in program design at all times. A comment section per question allows other stakeholders in the country office or (inter)national headquarters to give their opinion on the latest design or simply to keep up to date with the latest status.

The 121 platform

The 121 platform consists of easy-to-use cash assistance products for affected people and aid workers in response to the growing global demand for cash and voucher assistance in the humanitarian sector (such as the app self-registration and humanitarian aid). organization portal). To ensure its scalability, the Cash Program Design Wizard has been created to work outside of the 121 platform. If an organization has designed the Cash Program with the Cash Program Design Wizard, they can also consider using the 121 platform. Using the 121 platform, they can ensure people receive cash and voucher assistance in an easy, safe, and fast way. Learn more about the 121 platform here.

The Consortium

The development of the Cash Program Design Wizard by the consortium (Dorcas, ZOA, Help a Child, Tearfund, Cordaid and 510) is made possible by funding from the Dutch Relief Alliance through the DRA Innovation Fund. The Dutch Relief Alliance Innovation Fund is a fund created by the Dutch Relief Alliance with financial support from the Dutch Ministry of Foreign Affairs. The Dutch Relief Alliance operates globally through an alliance of Dutch humanitarian organizations and in partnership with the Dutch Ministry of Foreign Affairs since 2015. It works with over 100 local organisations.

April 26, 2022

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