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Evaluation of the NLHF funded Skills for Success Traineeship Programme 2018-2019

Skills for Success - Evaluation of the NLHF funded Skills for Success Traineeship Programme 2018-2019

Deadline for Submissions - Noon, 30 August 2019

Budget: £15,000 (including VAT)


Museums Galleries Scotland (MGS) is the National Development Body for museums and galleries in Scotland. MGS also promote the sector’s work to the Scottish Government, stakeholders and the public, and advocate the public value and contribution of museums and galleries to society.

We invite tenders for the summative evaluation of the MGS Skills for Success programme. This was funded by the National Lottery Heritage Fund (NLHF), Skills for the Future grant and managed by MGS and our partners. In total, 22 trainees undertook a one year work based training programme across 16 host venues. There were two strands of Traineeship-entry level (20) and management level (2). Trainees performed roles relating to identified sector skills gaps in: collections and interpretation, digital, learning and engagement, volunteer management, fundraising and marketing. MGS successfully applied to become an SQA Assessment Centre over the year and are approved to deliver the SVQ3 Museums & Galleries Practice. The traineeships were structured around the SVQ3 Museums & Galleries Practice which all Trainees worked towards. The Management Trainees also undertook a six day accredited leadership programme.

As well as structured work based training in their host museum, the trainees accessed a specially commissioned centralised training programme, had a designated supervisor in the host museum, an SQA Assessor to enable them to complete their qualification, access to a mentor and the support of the Programme Manager. There were 26 Supervisors (some trainees had more than one supervisor per site), 22 mentors (1 for each trainee), 10 Assessors (4 from MGS and 6 from an external training provider) and 1 Programme Manager.

Evaluation Requirements 

It is important the programme is evaluated across 3 levels:

  1. Individuals: trainees, supervisors, mentors, assessors
  2. Organisations: partner organisations, host museums, training providers, MGS as National Development Body, NLHF as Funders
  3. Wider museums/ heritage/ cultural sectors

MGS welcomes innovative approaches to capture social and economic impacts of the programme including value for money.

We seek to commission comprehensive evaluation which captures incidental impacts and corresponds to the original aims and objectives of the programme (see Appendix 1).

The evaluation should be related to the aims and objectives contained in Going Further- The National Strategy for Scotland’s Museums and Galleries, especially Aim Three: Empower a Diverse Workforce to Increase their Potential for the Benefit of the Sector and Beyond. The evaluation should also be related to Character Matters Character Matters: Attitudes, Behaviours and Values in the Museums Sector Workforce.

Mainstreaming equality: The project will be required to take account of and reflect the diverse requirements of the population in Scotland, and recognise that different groups and communities face particular inequalities and difficulties, including external and internal barriers.

Evaluation Stages

Desk Research

  • Consultation of wider literature on skills gaps, workforce development, training and qualification opportunities in the museums and galleries sector.
  • Recruitment for the programme
  • Consultation of previous MGS documents around the programme,
  • Qualitative analysis of written material from the traineeships: Baseline surveys, progress reports, completion of the SVQ, Wider sector: coverage of scheme by press and professional organisations.

Primary Research (as a minimum)

  • Semi-structured interviews with: Trainees, Supervisors, Mentors, Assessors and Trainee Programme Manager, key staff from partner organisations, management of host organisations, other key staff from host organisations, MGS staff, Key sector stakeholders including NLHF
  • Qualitative analysis of transcripts/ information gathered (e.g. framework analysis)
  • Technique (to be suggested) for eliciting views from wider sector about perceptions and attitudes towards the programme. Analysis of this in isolation/ relation to the interview analysis (to be suggested).

Reporting (see outputs detailed below)

Evaluation Outputs

MGS desires the evaluation findings to be widely disseminated through 2 main avenues:

  1. Written Report (following MGS Guidelines and NLHF Guidelines). This report must be written in an accessible, user friendly way.  The body of the report should include:
  • Executive Summary
  • Introduction to evaluation- sections, purpose, methodology
  • Context of the Skills for Success Programme- aims/ objectives, referencing wider literature
  • Description of programme- highlighting the outputs of the programme
  • Results of qualitative analysis arranged to correspond to NLHF and MGS objectives
  • Findings for impacts of the programme on the individuals, host organisation and wider sector including social and economic aspects where applicable
  • Summary of learning points from programme- success factors, recommendations.
  • Discussion of implications and recommendations for advancing the legacy of programme
  1. Imaginative suggestions for sharing the findings of the evaluation with the wider sector and relevant stakeholders
Timescales and Budgeting

We expect close liaison throughout the contract period and informal updates on progress as well as participation at an inception meeting and interim meeting.

There may be further opportunities following this period for dissemination of the evaluation findings (to be agreed).

All project costs must come within the budget agreed on commissioning. Payments will be linked to the successful completion of key stages of the research. Timings will be agreed at the project inception meeting.

MGS is keen to keep to these timescales as the evaluation forms part of our requirements for our NLHF grant:



Deadline for tenders

Noon 30/08/19

Notification of invitees for tender presentations


Presentations at MGS offices for selected tenders


Notification of appointment decision


Inception meeting


Interim meeting at MGS offices post-desk research and pre-primary research


First draft of report

Noon 20/11/19

Final draft of report

Noon 04/12/19

End of project sign off

By 11/12/19

Instructions for Tender

Where appropriate, any additional information provided by MGS as a result of a request for clarification will be circulated to all tenderers.

The main body of the tender document should be no more than 10 pages, excluding appendices.

Tenders should be submitted electronically to

Only a limited number of contractors will be invited to present at MGS offices and the submission of a tender should not be taken as a guarantee of inclusion on this shortlist. Inclusion on the short-list will be based on the first 5 requirements on the scoring framework and final tender appointment from all 6, including the presentation of proposal.

Any enquiries about the tender process or points of clarification should be directed to Rachael Rowley at

Scoring Framework Requirements

% of tender

Understanding of MGS and NLHF requirements: Interpretation of the study brief.


Appropriate evaluation methods: Well considered strategy to desk and primary research


Experience of delivery:  Please provide detail on your work with previous clients, clearly demonstrating how your experience qualifies you to meet the criteria.


Price: Please complete a Pricing Schedule.  As an organisation with charitable status, competitive pricing is important to us.


The Team and organisational abilities:  As a project that will be fast-paced with a strict time and budget, how you manage this evaluation will be important.  Please set out responsibility for tasks and how your company would manage to ensure it is delivered on time and on budget meeting the outputs and outcomes of the tender brief (enclose valuation team’s CVs in appendix, no more than 2 pages per CV). Please outline potential risks to successful completion of the project taking account of the scope of work and timetable specified. The risk assessment should outline strategies to tackle potential risks, general contingency arrangements as appropriate.


Interviews/presentation of Proposals:  The bidders invited to tender will be required to present their proposals (10 minute prepared presentation and approximately 30 minutes discussion and questions). The final 10% will be awarded accordingly following the presentations.



Appendix 1: Outcomes and Aims

NLHF Outcomes

  • People will have developed skills
  • People will have learnt about heritage
  • More people and a wider range of people will have engaged with heritage

MGS Outcomes

  • A new range of quality skills available to the museum sector based on identified skills gaps
  • The diversification of skills available to the heritage sector
  • A workforce that is better equipped to meet the sustainability challenge
  • A more inclusive culture in Scottish Museums and Galleries
  • An improved culture of learning and development in Scottish Museums and Galleries which better supports work based learning


Guidelines for Reports (DOCX, 75KB) NLHF Guidelines (PDF, 436KB)
Published 05 August 2019