The Process

If you haven't already done so, please take a minute or two to understand the basic process before registering with us.

Step 1 – PBE decides whether or not to proceed to detailed scoping, usually after a meeting with the charity, and production by the charity of a clear Terms of Reference. We have a template Terms of Reference document to help you.

Step 2 -  PBE allocates an experienced economist to spend up to one day meeting representatives of the charity, assessing available data and deciding whether a piece of analysis is feasible, or if other input (e.g. advice on data collection) is more appropriate. At this point the Terms of Reference may be revised to reflect the outcome of the scoping exercise.

Step 3 – PBE discusses the revised Terms of Reference with potential economist volunteers (who may or may not have been involved in the scoping discussion) and a match is made.

Step 4 – The economist volunteer/team meets with the charity to clarify timelines and agree suitability.  At this point either party can agree that the match is not suitable and we go back to step 3.

Step 5 – The economist volunteer/team draws up a detailed project plan, agreed with the charity and PBE, which is attached to an agreement signed by all parties.

Step 6 – Work begins, with the expectation that any analysis will be published in full upon agreement of all parties, and that the charity and the economist volunteer/team keep PBE informed of progress by copying us into all correspondence. If the planned work is not a piece of analysis (i.e. if it is simply advice to the charity on data collection) there will be no presumption that the report will be published, , but we will publish a non-confidential summary of work undertaken.

Step 7 - After 6 months there is a review meeting between all three parties. If the project is off-track, remedial action will be agreed which, in extreme cases, may include early termination of the project.

Step 8 – If appropriate, a draft of the report is sent by PBE for peer review. A report containing advice to the charity on data collection will not normally be peer reviewed.

Step 9 – The peer reviewer’s comments are incorporated into the final report.

Step 10 – The parties meet to agree publication options. This may be a formal launch event, a press release or perhaps a round table meeting with other sector players. All parties must agree the messaging for any publicity to avoid anything unclear or ambiguous reaching the public domain. The precise form in which other output is published will be by mutual agreement and may simply be a summary of the process followed.

Step 11 – Following publication, there will be a follow up meeting between PBE, the charity and the economist volunteer/team to discuss and agree impact, lessons learnt and feedback to the economist volunteer/team’s line manager.

Step 12 – After an agreed timeframe, typically one year, PBE will contact the charity for an assessment of the lasting impact of the project.

If any of this is unclear, please get in contact via and we can answer your questions.