Global Shield Facilitator for Quarterly Strategic Team Check-in Meeting

Terms of Reference (ToR) for Global Shield Facilitator for Quarterly Strategic Team Check-in Meeting

Project: Global Shield Secretariat Transition - Frankfurt School of Finance & Management

Date: 15. March 2026
Subject: Request for Proposal – Facilitator for Quarterly Strategic Team Check-in Meeting

Dear applicant,

Frankfurt School of Finance & Management gGmbH, implementing the project “Global Shield Secretariat”, invites you to submit a proposal for the delivery of services as described in the Terms of Reference (ToR) below.

Please submit your complete offer to by 02 April 2026, 6pm (CET) quoting Request for Proposals_Facilitator for Quarterly Strategic Team Check-in Meeting in the email subject.

Submissions must include:

• Accompanying eMail referencing this invitation
• Confirmation of eligibility (use Annex 1)
• Expert CV (use Annex 2)
• Technical proposal and financial offer (EUR) (use Annex 3)

Best regards,

Frankfurt School of Finance & Management gGmbH

2. TERMS OF REFERENCE (TOR)

2.1 Background

Launched at COP27 by the Vulnerable Twenty (V20) Group and the Group of Seven (G7), the Global Shield against Climate Risks (GS) aims to increase protection for vulnerable people and countries and contribute to effectively responding to loss and damage from climate change. The Global Shield promotes an inclusive, gender-responsive and demand-driven process, which is led by the vulnerable countries’ governments (

The Global Shield Secretariat serves as the backbone of the overall initiative, supports the governance structure, coordinates with financing and technical partners, facilitates knowledge management and tracks progress in achieving the objectives of the Global Shield against Climate Risks. After being co-hosted by GIZ and UNU-VIE from , the Secretariat transitioned to the Frankfurt School of Finance & Management (FS) as its new host in January 2026. This transition creates both an opportunity and a need to review the current governance structure, clarify and redefine roles and responsibilities of the different governing bodies, and incorporate lessons learned from the implementation of the initiative so far into a streamlined setup.

The process will be supported by a Governance Task Force with key representatives of donor agencies and the V20, to develop a first proposal on delineation of roles and responsibilities as well as acknowledgement of funding decisions in GS governance for Board approval in June 2026. In a second step, the review will also include the broader governance structure and processes, such as the Coordination Hub and Technical Advisory Group.

FS is looking for a facilitator to support the Secretariat and the Task Force in the review of the current Global Shield governance structure, design of a new governance proposal and its implementation. The facilitator shall support a structured review process, provide inputs on a new governance proposal and facilitate discussions or meetings with key stakeholders and Board members, if needed. The Governance review is part of an ambitious Roadmap of the new Secretariat at Frankfurt School.

The facilitator shall mainly support the team with the design and facilitation of quarterly strategic team check-in meetings to reflect on progress against the Roadmap and its KPIs, team roles and responsibilities and collaborations with key partners and stakeholders, and support the further development and adaptation of the Roadmap for the years .

2.2 Objectives

The objectives of this assignment are to

• Engage an experienced facilitator to design, deliver, and evaluate up to 2 team workshops.
• Facilitate GS governance review and support as needed through the proposal development and approval process.

Task / Activity

Timeline

Governance facilitation (03–08/2026)

Governance Review Facilitate the review of relevant GS governance documents; provide analytical input including identification of key issues, gaps, and challenges in the current governance structure; provide strategic advice and guidance to the GS Secretariat team ~3 days

Development of Governance Review Proposal Facilitate the development of governance reform options and proposals, including alignment with relevant governance standards and good practices; review and provide substantive feedback on draft governance proposals prepared by the Secretariat ~2 days

Revision of Governance Documents Provide technical input and review of the Global Shield Charter and organogram; suggest edits and draft contributions to strengthen clarity of roles and mandates; support preparation of Board or other governance body meetings, if needed ~2 days

Team Workshop design and facilitation (2 Workshops – 04/2026 and 11/2026)

Pre-workshop Engagement and Preparations Consult with Global Shield Secretariat and participants to align on workshop objectives and understand key topics; review background documents; develop workshop objectives, agenda, and facilitation plan; prepare presentations and handouts ~2 days

Workshop Delivery Facilitate sessions using interactive approaches (group work, role-plays, discussions); ensure active engagement of all participants; manage workshop timing, flow, and group dynamics ~2 days

Assessment, Evaluation and Reporting Collect participant feedback; produce a final workshop report summarizing activities, feedback, outcomes, and recommendations ~2 days

Total Max. 13 days

For the contracting period from the to , the contractor will submit a timeline with milestones to be achieved by certain dates during the contract term. Any delays, or inability to fulfil such milestones must be communicated immediately to the FS.

2.4 Duration & Location

• Duration: The facilitator will be engaged for a total of 13 working days: ~ 7 days to facilitate the governance review, ~ 6 days workshop preparation, facilitation and reporting
• Location: The workshops will take place in April 2026 and November 2026 (dates tbc) at the Frankfurt School for Finance & Management at Frankfurt am Main. The facilitation on Governance Review will be remote, all meetings virtual.

2.5 Reporting & Supervision

• Reports to: Global Shield Secretariat Team Lead
• Technical inputs and contributions to governance review documents (background document on governance issues, governance proposal, revised charter and organogram, Board preparations)
• Final workshop reports submission

2.6 Eligibility Criteria

Your profile:

Education:

• A minimum of a Master’s degree or equivalent in Master’s in Psychology, Human Resources or Training & Development, MBA, Masters in Communications, or related field.

Experience:

• At least 15 years of professional experience in coaching, facilitation, organizational behavior, leadership.
• Experience in designing governance frameworks and decision-making processes, and conducting governance reviews, institutional assessments, or organizational effectiveness reviews for international initiatives or organizations.
• Strong analytical experience assessing governance performance, including roles, mandates, accountability arrangements, and coordination mechanisms, and translating complex governance issues into clear findings and practical recommendations.
• Proven ability to engage effectively with governance bodies, senior leadership, and policymakers from diverse institutional and cultural backgrounds.
• Experience with managing team transitions, organizational change, team development and group dynamics, as well as mediation skill. Extensive experience in supporting teams with workplanning, capability assessment, strategic alignment and visioning workshops.
• Hands‑on experience in the design and facilitation of multi‑stakeholder meetings involving complex international organisations and projects, with an advanced ability to facilitate participation in team work in such settings;
• Good understanding of development finance field, multi‑donor programs, complex project structures and stakeholder expectations.
• Excellent track record in coaching high‑performing multinational teams.

Language:

• Excellent writing, editing, and oral communication skills in English.

Applicants must verify their eligibility for this opportunity using Annex 1 as the required template.

The applicant needs to provide the CV(s) of the experts foreseen to provide the services. The CV must cover:

• Full name and contact details
• Education and professional qualifications
• Detailed employment history (company/role/dates)
• Relevant assignments and outputs (with client references: name, email addresses or phone number)
• Language skills and availability
• At least two professional references (name, position, contact)

(CVs shall be submitted using the format as in Annex 2)

4. Proposal Requirements

4.1 Technical Proposal and Financial Proposal

Please complete Annex 3.

The fee indication must show VAT separately (if applicable) and must be in EUR.

4.2 Submission Instructions

• Submit electronic copies to:
• Clarification requests: contact Any questions on the ToR must be submitted 2 business days before the end of the deadline.

All proposals will be evaluated using the following weighted criteria:

Criteria

Weight

Technical quality (experience & capacity of the expert)

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