The Catalpa Handbook

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Our Handbook Our Handbook A practical guide to how we work at Catalpa, with policies, tools, and playbooks to support high-quality delivery.
Our Handbook Handbook guidelines Please follow these guidelines and remind others of them
Our Handbook REACH - Chatgpt for Catalpa handbook
Catalpa Catalpa Context on who we are, our mission, governance, and key products.
Catalpa 1.1 About Catalpa Catalpa is a global development organisation creating change through human-centred design and technology.
Catalpa 1.2 Vision, Values and Strategic Plan 2022
Catalpa 1.3 Governance at Catalpa
Catalpa 1.4 Organisational structure of Catalpa
Catalpa 1.5 Our projects and key contacts for each
Catalpa Bero Here is some background information to help you understand Bero and the rules and conventions to correctly use Bero.
Catalpa Content
Catalpa Exams
Catalpa Targeting Content to Users
Catalpa Resizing images for Bero
Catalpa Design These are some design principles for Bero
Catalpa Requirements
Catalpa Theming Applying different brands to Bero implementations
Catalpa Gathr
Catalpa Openly
People People Guidance on ways of working, team culture, and people practices.
People 2.1 How we work and the tools we use
People Google Drive
People Trello
People Github
People InVision
People 2.2 Communicating internally
People How we meet at Catalpa
People All Hands Stand-up (weekly / Mondays)
People Town Halls
People Tutorial Tuesdays
People Show & Tell
People Guide to Slack How we use Slack at Catalpa
People Team meetings
People 2.3 Mission Driven Teams
People 2.4 Recruitment and Onboarding
People Hiring Guidelines Catalpa is committed to hiring the best talent through a transparent and fair hiring process
People Offboarding Onboarding and Offboarding are the bookends of a staff member's time at Catalpa. Offboarding is the process of helping someone leave Catalpa.
People 2.5 How we support our people to thrive
People Onboarding a new hire A solid employee onboarding process matters.
People Onboarding Trello
People Onboarding buddy guide Bringing a new hire onboard is exciting.
People 30/60/90 Day Plan At Catalpa we view someone’s first 90 days as a period of learning, discovery, and relationship building. The idea is to make someone feel comfortable, informed, and confident.
People Goal Setting
People Regular work/task based 1X1's
People Quarterly Catch Up's At Catalpa we strive to create a supportive work environment that fosters creativity, diversity of people and ideas and that allows each of us to explore our potential.
People 360 Feedback
People Managers - Managing Underperformance
People 2.7 Leave and public holidays
People Leave Leave Entitlements and Procedures
People Public Holidays Public Holiday Entitlements
People Time off in lieu (TOIL)
People 2.8 Supporting our Mental Health
People 2.9 Working from home & remotely Many of our people at Catalpa work fully or partly from home or remotely. Here are some guidelines to help set you up to work remotely like a pro.
People 3.0. Learning & Development Allowance
Communications Communications Standards and resources for internal and external communication.
Communications 3.1 Guide to Communication
Communications Describing Catalpa Use the below descriptions to explain who we are.
Communications Guide to photography
Communications Guide to social media
Communications Writing: style guide These simple writing guides are intended to create consistency across Catalpa. Our goal is to communicate clearly, concisely and with purpose.
Communications Writing: grammar
Communications 3.2 Procedures for the collection, storage and use of stories, photos and video
Communications 3.3 External Complaints and Feedback Policy
Business Development Business Development Playbooks and process guidance for business development and bids.
Business Development Pre-bid stage (networking & partnering)
Business Development Networking
Business Development Positioning for priority bids This Guide was prepared by the Manager - Partnerships and Growth Step to provide information about what are the key activities for positioning Catalpa for priority bids in the pre-bid stage
Business Development Tracking bid opportunities
Business Development Partnering
Business Development Partnership brokering
Business Development Due diligence of downstream partners /subcontracting agencies
Business Development Pre-bid agreements
Business Development Go / No Go
Business Development Go / No Go meetings
Business Development Selection criteria and guidelines Information about the Business Development Opportunity Selection criteria
Business Development Tender planning and preparation
Business Development Project planning and design pre-submission
Business Development Key templates and links for bid planning and preparation
Business Development Bid Writing - full proposal or concept note
Business Development How to appoint an external bid writer Content coming
Business Development Key templates
Business Development Commonly required building blocks / required materials for tenders Content coming
Business Development Guides Content on its way
Business Development After a bid has been submitted This information relates to the work needed after a bid submission, at the interview stage and after the award to support a good handover to the program management team
Project Management Project Management Methods, tools, and guidance for project and product delivery.
Project Management Mobilising a new project Setting up a new team and project can be a huge and overwhelming challenge. How can you ensure that you hit the ground running? How can you quickly build a collaborative and positive culture?
Project Management Handover from BD team to PM team The Bid Manager should coordinate with the Program Manager to 'hand over' the project so far, following the guidelines below:
Project Management Program Summary Document Getting everyone on the same page, means we have to get all the information on a page (ahem..) - This is the process for that.
Project Management Team Kickoff Meeting A kickoff is critical when starting any project, whether complex and multi-faceted or simple and straightforward. Fundamentally, it’s about alignment.
Project Management Team Charter A team charter can help bring everyone together to create a shared understanding of who is doing what and how you will work together.
Project Management Planning and pre-submission design
Project Management 5.2.1 Monitoring, Evaluation & Learning Background information about Monitoring, Evaluation and Learning
Project Management Project-level M\&E
Project Management Catalpa's organisational approach to MEL
Project Management 5.2.2 Risk Management
Project Management 5.2.3 Cross-cutting issues in projects This section explains what cross-cutting issues are and how they relate to Catalpa's work
Project Management Gender equality
Project Management Disability inclusion "Nothing About Me Without Me" - An introduction to Disability Inclusive Development
Project Management Project close-out
Project Management Product transition and handover
Project Management Transition to governmen
Project Management SMA
Project Management Licenses / handover documents
Project Management Migrating to Gov owned data-center or cloud hosting
Project Management Post-contract implementation
Project Management Stage 1 - Learn: Design and Discovery The product discovery process is a fundamental step to help us understand who are we designing for and what the best solutions are to solve our challenges.
Project Management Human Centred Design
Project Management Our Tools How we work is greatly influenced by the tools we use. For Interaction Design at Catalpa we have the following tools in the toolkit.
Project Management Creating a product A comprehensive guide to create digital products at Catalpa
Project Management Stage 2: Create and Ideate
Project Management Our model
Project Management Agile Project Management A guide to better understand how products are built at Catalpa.
Project Management Getting started
Project Management Product design and development phases “We design great products that scale the impact of our programs and create value for Catalpa and for our partners.”
Project Management 0. Contracting
Project Management 1. Learn Prepare, Discover and Empathise - Designing meaningful and innovative products begins with understanding peoples’ pains, needs, goals and behaviours.
Project Management 1.1. Prepare
Project Management 1.2. Discovery
Project Management 1.3 Empathise
Project Management 2. Create Ideate & Implement - Prototyping a product or service helps us think realistically about how people would interact with it.
Project Management 2.1 Ideate
Project Management 2.2 Implement
Project Management 3. Refine Build, release and test - Through feedback and usability testing, we iterate to make products and features more effective for people.
Project Management 4. Evaluate Measure results and maintain the product - Ongoing evaluation and iteration on product development means we can enhance our products and scale our impact.
Project Management Product Roadmap
Project Management Defining releases
Project Management Create the solution
Project Management Make a global plan
Project Management User Stories Before getting started with Epics, you need to learn about their base component: User Stories.
Project Management Prototyping
Project Management Incremental development
Project Management UX & UI
Project Management Conducting tests
Project Management Stage 3: Refine and Release
Project Management Introduction and overview
Project Management Data privacy on a project basis
Project Management How-tos In this section you will find detailed guides to help you with the necessary team ceremonies. Articles from the Manuals section will link here.
Project Management Retrospective Identify how to improve teamwork by reflecting on what worked, what didn’t, and why. We recommend running a Retrospective with your team every couple of weeks or at the end of a project milestone.
Project Management Scrum methodology
Project Management Daily standup
Project Management Sprints
Project Management Sprint prep
Project Management Sprint meeting
Project Management Release
Project Management Epics An epic is a large body of work that can be broken down into a number of smaller stories.
Project Management Epic selection
Project Management Epic planning
Project Management Product Q\&A, deployment and implementation
Project Management Make it available
Project Management Delivery
Project Management Stage 4: Evaluate
Project Management Define the maintenance support plan and team
Project Management Customer support
Project Management Ongoing user data collection and analysis
Project Management Glossary of Terms Agile project management often makes use of terms that might not be recognisable if you've just arrived. Shared understanding is a key practice in Agile, so here are some terms you need to know.
Policies Policies Core organisational policies, compliance standards, and templates.
Policies Policy @ Catalpa
Policies Policies and Compliance Register
Policies Policy Development Procedure
Policies Safeguarding Policies Everything you need to know about safeguarding at Catalpa
Policies About Safeguarding Policies, Templates and Training
Policies Child Safeguarding Policy
Policies Prevention of Sexual Exploitation, Assault and Harassment Policy (PSEAH)
Policies Safeguarding templates
Policies Safeguarding training
Policies Safeguarding procedure for collecting, storing and using images / stories
Policies Operations, Financial and Asset Management
Policies Vehicle Policy - PNG
Policies Fraud, corruption, anti-money laundering, and counter terrorist financing Policy Identifying fraud and corruption, how to detect fraud and how to manage and finalise fraud cases
Policies Vehicle Policy - Timor Leste
Policies Device Provision and Usage Policy
Policies Human Resources Policies
Policies Breastfeeding and Work Policy Catalpa is committed to providing a supportive work environment for employees who choose to breastfeed.
Policies Domestic and Family Violence Policy
Policies Gender Equality Policy As an organisation, we recognise that gender diversity makes us more effective.
Policies Disability & Discrimination Policy
Policies Anti-Bullying, Harassment and Discrimination Policy
Policies Flexible Working Guidelines These guidelines are created for staff and managers to support you in navigating the process for implementing flexible working arrangements.
Policies Code of Conduct Catalpa's Code of Conduct defines our values and standards of professional conduct.
Policies International travel – visas and entry requirements
Policies Occupational Health & Safety
Policies Occupational Health and Safety Policy This policy states the commitment of Catalpa to the health, safety and welfare of all people
Policies Workplace safety checklist
Policies Hazard report form
Policies Incident/injury report form
Policies OHS risk assessment template
Policies Safety and Security Focal Point Terms of Reference
Policies Workplace safety checklist
Policies Information Management & Technology Policies
Policies Data Privacy, Storage and Retention Policy This policy describes how this personal information must be collected, handled and stored.
Policies Artificial Intelligence (AI) Policy
Policies Complaints and Feedback
Policies Internal Complaints and Feedback Policy
Policies External Complaints and Feedback Policy
Policies Whistleblower Policy
Policies Social and Environmental Policy
Policies Social and Environmental Responsibility Policy
Timor Leste Timor Leste Ways of working in Timor-Leste, security and compliance.
Timor Leste Security Manual
Solomon Islands Solomon Islands
Solomon Islands Security Manual
Papua New Guinea Papua New Guinea
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Our Handbook Catalpa People Communications Business Development Project Management Policies

Timor Leste Ways of working in Timor-Leste, security and compliance. Solomon Islands Papua New Guinea

Project Management

Mobilising a new project
Planning and pre-submission design
Project close-out
Post-contract implementation

Post-contract implementation

Stage 4: Evaluate

Stage 4: Evaluate

Define the maintenance support plan and team
Customer support
Ongoing user data collection and analysis