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2012 06 13 Rey Ty Project Planning Lecture Workshop Jbjb3

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Rey Ty. (2012). Strategic Planning, Program Planning, Preparing and Writing Proposal Proposals, and Action Plans. DeKalb, Illinois: Northern Illinois University International Training Office. Indonesia Future Leaders Program: Building a New Generation of Young Leaders as Catalysts for Social Change. A Step-by-Step Approach. Strengths Weaknesses Opportunities Threats Vision Mission Goals VMG Objectives SWOT KISS Keep it simple and sweet strategies evaluation context problems needs assessment development models traditional basic needs human rights based development assistance model missionary disaster relief Oxfam charity relief rehabilitation advocacy development environment environmentalism conservation sustainable development 3Rs reuse reduce recycle radical community building ecology coalition doing social justice work together reactive proactive charity participation justice public health paradigm outputs outcome strategies human resource material resources financial resources funding timetable Gantt chart budget celebrate party
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© 2012 Rey Ty Planning Your Projects A Step-by-Step Approach Capacity-Building Workshop
Transcript
Page 1: 2012 06 13 Rey Ty Project Planning Lecture Workshop Jbjb3

© 2012 Rey Ty

Planning Your ProjectsA Step-by-Step Approach

Capacity-Building Workshop

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© 2012 Rey Ty

Planning ExperiencesORGANIZATIONS FUNDING, PROGRAMS, etc.

1. University of the Philippines, Department of Political Science, Assistant Chair

Philippine Government, Ford, Fulbright…

2. We set up the (Philippine) Commission on Human Rights, Public Information & Education Services

Philippine Government

3. We set up Amnesty International Philippines, National Deputy Convener (Vice Chair)

London, U.K.; Brazil AGM

4. Balay Rehabilitation Center for Victims of Torture, National Vice Chair

United Nations, Denmark, Germany, Switzerland, Netherlands, France

5. Citizens Alliance for Consumer Protection (CACP), National Vice Chair

Catholic Congregation (of Sisters), Germany

6. Various Human Rights & Peace Organizations

Australia, Canada, Western Europe, USA, Protestant Churches (Philippines, USA, Europe)

7. Northern Illinois University International Training Office

International Programs: Cyprus, Indonesia, Philippines, Southeast Asia, Sri Lanka

© 2012 Rey Ty

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Guidelines

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Critical Reflection

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Lesson of the Day

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Not Difficult

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But Need to Work Hard

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Step-by-Step Workshop

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Strategic Plans, Project Plans &

Action PlansThe Bigger, Middle &

Small Picture

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Identify a Lead Organization

Name ____________________

Logo _____________________

Adult Adviser ______________

Officers ___________________

Address __________________

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Name of Organization

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Strategic Plan

Project Plan

Action Plan

Hierarchy

Big Picture

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Middle Picture

Small Picture

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KISS1.Keep

2. It

3.Simple &

4.Sweet

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Why Plan?

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1. If we don’t plan, then _____________

___________________.

2. We need to plan, because _________

___________________.

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Vision

Mission

Goals

Objectives

Specific Objectives

Strategies

Action Plans

HierarchyMore Abstract More Concrete

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Strategic Plan

The Macro-View

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Strategic Plan1. What we want to be in the future

2. How to get there

3. Focus

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Strategic Plan1. Limited resources

2. What goods & services

3. Direction for the community

4. Collaborate

5. Control over our future

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Products of Strategic Plan

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Organizational DevelopmentSituational Analysis

Economic, Social, Political & Cultural Analysis

Capabilities AnalysisStrengths, Weaknesses, Threats & Opportunities (SWOT)

Allies, Opponents, Duplication & Competition

OrganizationHuman, Material & Financial Resources & Procedures

Performance Evaluation Measures

Monitoring & Trouble-Shooting

Internal & External Consultancy & Auditing

Evaluation

Feedback

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Social Investigation

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Conflicts

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ConflictHistory

Causes of Conflict

Describe the Conflict Itself

Effects

What to do for social change © 2012 Rey Ty

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BACKGROUND: Context, Problems & Needs

ISSUES CONTEXT PROBLEMSNEEDS

ASSESSMENT

Ex: Economy Mostly peasants Landlessness Land reform

Economy

Environment

Politics

Culture

Armed Conflict

Gender

Health

Religion

Ethnicities

Classes

Others: Specify © 2012 Rey Ty

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Time LinePast

History

Present

Context

Vision 4 D Future

Positive Mutual Help Independence Peace

Negative Colonialism Poor-Rich Gap Armed Conflict

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Context

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ISSUESEx: Economy Wide rich-poor gap

Economy

Environment

Politics

Culture

Armed Conflict

Gender

Health

Religion

Ethnicities

Classes

Others: Specify © 2012 Rey Ty

CONTEXT

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Problems

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Identify 3 Problems3 big

problems you cannot

solve

3 manageable

problems you can

solve

Team Work: 4 groups© 2012 Rey Ty

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ISSUES PROBLEMSYou *Cannot* Solve You *Can* Solve

Ex: Economy Mass poverty Use of recycled materials

Economy

Environment

Politics

Culture

Armed Conflict

Gender

Health

Religion

Ethnicities

Classes

Others: Specify © 2012 Rey Ty

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ISSUES NEEDSEx: Economy

Economy

Environment

Politics

Culture

Armed Conflict

Gender

Health

Religion

Ethnicities

Classes

Others: Specify © 2012 Rey Ty

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© 2012 Rey Ty© 2012 Rey Ty

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Structural Violence as Cause of Armed Conflicts & Addressing Structural

Violence to Solve Conflicts

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Select a Project.

Why Select This Particular Project?

Who Benefits?

© 2012 Rey Ty

Community Needs

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What’s in A Name?

Community Partners

X “Beneficiaries”

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Your Partners & You•Your Organizational Partner/s

• Name of Community Partners

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1. Name of community?

2. Why this community?

3. How many families?

4. How many people?

5. How many women?

6. How many men?

7. How many people from minority group or culture?

8. How many people from the dominant group or culture?

9. How many poor? © 2012 Rey Ty

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Framework• Good things about which you care

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Framework•Quote 1 article from

–Constitution or–National law or–United Nations Charter or–Universal Declaration of Human Rights

•Values (examples)–Equality–Non-discrimination

–Women’s rights–Sustainable development

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Framework• Law • Values

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Turning Problems into Solutions

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Project Title

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Models of Development1. Traditional Model: profit

oriented; competition

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Models of Development2. Basic Needs: give things to

the poor; top-down; dependence

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© 2012 Rey Ty

Models of Development3. Human Rights Based Model:

collaboration; bottom up; justice; empowerment

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Models of Development1. Traditional Model: profit

oriented; competition

2. Basic Needs: give things to the poor; top-down; dependence

3. Human Rights Based Model: collaboration; bottom up; justice; empowerment

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Development Assistance Models

1. Missionary Model: give to the poor once; dependence

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Development Assistance Models

2. Disaster Relief: emergency

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Development Assistance Models3. Oxfam Model: local people

as empowered partners who identify local needs

© 2012 Rey Ty

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Development Assistance Models

1. Missionary Model: give to the poor once; the poor stays poor; dependence

2. Disaster Relief: emergency

3. Oxfam Model: local people as empowered partners who identify local needs

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Social Entrepreneurship Civic Engagement

1.Charity

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Social Entrepreneurship Civic Engagement

2.Relief & Rehabilitation

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Social Entrepreneurship Civic Engagement

3. Public Health

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Social Entrepreneurship Civic Engagement

4. Advocacy

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© 2012 Rey Ty

Social Entrepreneurship Civic Engagement

5. Development

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Social Entrepreneurship Civic Engagement

6. Environment

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© 2012 Rey Ty

1. Give an Example of an Environmental Project.2. Explain why it is environmental.

Environmentalism

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Social Entrepreneurship Civic Engagement

7. Fun-Community building -Doing things together.

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Social Entrepreneurship Civic Engagement

1. Charity

2. Relief & Rehab

3. Public Health

4. Advocacy

5. Development

6. Environment

7. Fun? Others?

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© 2012 Rey Ty

Social Entrepreneurship Paradigms

1. Public health paradigm

2. Human rights based paradigm

3. Sustainability paradigm

(Paul Farmer, Partners in Health, preferential option for the poor)

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Types of Environmentalism1. Deep Ecology: Eco-centric 2. Conservative: Conservation3. Updated Traditional: Waste management;

Reduce, Reuse, Recycle (3Rs); blame the consumers; use LED bulbs

4. Agro-Forestry: Plant trees to be cut down later

5. Sustainable Development: Future Generations; alternative energy

6. Slow Food Movements: anti-Fast Food; foodscaping, organic food

7. Agro-Ecology: Minimum long-term impact8. Radical Ecology: Blame Transnational

Corporate Power An

thro

po

cen

tric

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© 2012 Rey Ty

Junk Food

More Stuff

Over Time© 2012 Rey Ty

Wrong PrioritiesEnvironment, Education, Health, Public Transportation

Quality of & support for

Quantity of

Present

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© 2012 Rey Ty

Junk Food More Stuff

Over Time© 2012 Rey Ty

Change Priorities

Environment, E

ducation,

Health

, Public Transporta

tion

Quality of &

support for

Quantity of

Work Now for a Better Future

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© 2012 Rey Ty

Materialistic World

© 2012 Rey Ty

WomenMen

IndigenousPeasants

Blue Collar & White Collar

WorkersLandlordsCapitalists

History,World,

National & Local

Society,Economy,Politics, Culture

Land, Water, Plants,

Human & Non-Human

Animals, Minerals…

Throw, throw, throw…Buy, buy, buy…

Power, justice, inequality,

conflict, social change, peace

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© 2012 Rey Ty

Materialistic World

Land, Water, Plants, Human & Non-

Human Animals, Minerals…

History,World,

National & Local

Society,Economy,Politics, Culture

© 2012 Rey Ty

WomenMen

IndigenousPeasants

Blue Collar & White Collar

WorkersLandlordsCapitalists

Buy, buy, buy… Throw, throw, throw…

Power, justice, inequality, conflict, social change, peace

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Levels & Type of Working for Social Change

Low

High

1

2

3

4

5

6

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© 2012 Rey Ty

Time Commitment Change Activities Examples

Reactive (After a problem arises).

Urgent Action (or Quick Reaction in Response to a Crisis Situation)

Status Quo Ante

ReliefProvide relief goods and services for survivors of natural and human-made disasters

On the Spot Defense

Anti-Reactionary

Speak up against cruel, degrading, or discriminatory actions and remarks

Temporary Cessation of Conflict

Conflict Resolution Methods:

Negotiation, Enquiry, Mediation, Conciliation, Arbitration, Judicial decisions, Arbitration, Good offices

Conflict Management

Minimal contents of ceasefire and peace talks

Thin Commitment

Status Quo Maintained

Individual Acts of Charity

Missionary Model. Basic needs approach. Charity. Give gifts to the poor.

Proactive(Before a problem arises)

Thicker Commitment

Conflict Prevention

MinimalistLearn about others (read a book, listen to a lecture, watch a documentary)

Community Model

Living, eating, worshipping, having fun, traveling, and just being together

Participatory Coalition Model

Working together for a common cause

Thickest Commitment

Structural Change

Social or Conflict Transformation Model

Human rights-based approach. Oxfam model. Do social justice work together to advance economic, social, cultural, civil and political human rights and grassroots empowerment

© 2012 Rey Ty

Levels of Involvement in Social Change

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Justice

Participation

Charity

Levels of Commitment

(High)

© 2012 Rey Ty

(Medium)

(Low)

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In a Nutshell

© 2012 Rey Ty

TimeFactor

CommitmentDevelopment

ModelWork for Social

ChangeDevelopment Aid

ModelCivic Engagement

1.Reactive Urgent Action

Human rights based Stand up against discrimination & bullying

Relief Relief & Rehabilitation

2. Reactive Thin Basic Needs Minimalist Missionary Charity

3. Reactive / Pro-active

Thicker Basic Needs Coalition (working together)

Relief, Missionary or Oxfam Model

Health

4. Pro-active Thicker Human Rights Based Approach

Community (Eating, playing, singing, dancing, living, together)

Interpersonal or Social Development

Community Building

5. Reactive / Pro-active

Thicker Human rights based Coalition (working together)

Relief or Oxfam General Advocacy

6. Reactive / Pro-active

Thicker Basic Needs/ Human rights based

Coalition (working together)

Relief, Missionary or Oxfam Model

Development

7. Reactive / Pro-active

Thicker Basic Needs/ Human rights based

Coalition (working together)

Relief, Missionary or Oxfam

Environment

8. Reactive / Pro-active

Thickest Human rights based Doing Social Justice Together

Oxfam 1)Expose & oppose repression, discrimination, bullying; 2)Propose & work to empower the poor, oppressed & exploited

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© 2012 Rey Ty

In a Nutshell1. Development Model: Traditional Model? Basic Needs

Model? Human Rights Based Model?

2. Development Assistance Model: Missionary Model? Relief Model? Oxfam Model?

3. Type of Social Entrepreneurship Civic Engagement: Charity? Relief? Advocacy? Development? Environment?

4. Commitment: Urgent Action? Thin? Thicker? or Thickest Commitment?

5. Time Factor: Reactive? or Proactive?

6. Type of Working for Social Change: Minimalist? Community? Coalition? Doing Social Justice Together?

7. Gender sensitive? Inter-ethnic? Intergenerational? Interfaith?

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How Is Your Project…1. Gender Balanced? ______________________________________2. Intergenerational? ______________________________________3. Inter-Ethnic? ___________________________________________4. Interfaith? _____________________________________________

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© 2012 Rey Ty

In a Nutshell1. Development Model:

____________________________________________

2. Development Assistance Model: ____________________________________________

3. Type of Social Entrepreneurship Civic Engagement: ____________________________________________

4. Level of Commitment? ____________________________________________

5. Reactive or Proactive: _________________________

6. Type of Working for Social Change: ____________________________________________

7. Gender sensitive? Inter-ethnic? Intergenerational? Interfaith? _________________________

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In a Nutshell1. ___________________________________________

2. __________________________________________

3. ___________________________________________

4. ___________________________________________

5. ___________________________________________

6. ___________________________________________

7. ___________________________________________

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© 2012 Rey Ty

SWOTInternal Strength

Internal Weakness

External Opportunities

External Threats

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Vision•Dream community

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Our vision is…

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Mission• Reason for the existence of your organization

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Our mission is…

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Goals• Long-term plans

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Goals1. To ____________________ _______________________

2. To ____________________ _______________________

3. To ____________________ _______________________

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Objectives• How do you make your

dream community come true

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SMART Objectives1. Specific

2. Measurable

3. Achievable

4. Realistic

5. Timeline

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Objectives1. To ____________________ _______________________

2. To ____________________ _______________________

3. To ____________________ _______________________

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Outputs• By the end of

the project, what concrete materials will you have produced?

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Outputs1. _______________________ _______________________

2. _______________________ _______________________

3. _______________________ _______________________

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Outcomes• By the end of

the project, what qualitative changes will have occurred?

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Outcomes1. _______________________ _______________________

2. _______________________ _______________________

3. _______________________ _______________________

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Strategies1. A plan of action

or policy designed to achieve a major or overall aim.

2. Planning & directing overall operations.

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Situation

Problem

Needs

Vision

Mission

Goals

Objectives

Strategies

Measurements

Evaluation© 2012 Rey Ty

Align Plans

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Work Together1. Gender-Sensitive

2. Intergenerational: Old & young

3. Inter-Ethnic

4. Intrafaith: Among Muslims, etc.

5. Interfaith: Muslim, Christian, Indigenous, Atheist…

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Identify Steering Committee Members

NAMES SKILLS

1.

2.

3.

4.

5.

6.

7.© 2012 Rey Ty

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Organize your strategic plan into smaller action plans.

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Be clear on how who will

do what where by when.

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Project Plan

The Meso-View

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Guidelines1. Pangangailangan* 1. Needs*2. Kagustuhan 2. Wish3. Kakayahan 3. Ability

© 2012 Rey Ty

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Resources

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© 2012 Rey Ty

Material Resources1. Purchase

2. Donations

3. Rent

4. Make Them!

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Human Resources1.Organizations: school, community, professional, commercial, government

2.Volunteers: like-minded people, friends, organizations

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Organizational StructureInclude women!

1. Not mostly women.

2. Not mostly men.

3. But a good mix of women & men.

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What’s in a Name?Bottom-Up Model Top-Down Model“Powers & Responsibilities”

“Task”

Empowerment DirectiveWorkers take initiative

Boss tells workers what to do

Workers control their own destiny

Boss controls workers’ destiny

© 2012 Rey Ty

How Do You Call “Work”?

© 2012 Rey Ty

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© 2012 Rey Ty

Funding!1. Solicit from family, school, relatives, friends, neighbors

2. Solicit from public officials, shops, corporations

3. Foundations, rich families

4. Embassies, foreign NGOs

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© 2012 Rey Ty

Budget

© 2012 Rey Ty

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Budget for ResourcesItems Cost Per Item x Quantity Cost

Total© 2012 Rey Ty

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Sources of FundingSource Cost Share Cost

Total:© 2012 Rey Ty

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TimetableGantt Chart

© 2012 Rey Ty

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Action Plan

The Micro-View

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© 2012 Rey Ty© 2012 Rey Ty

Action PlanActions

(What to do?)

People Involved

(With whom to work?)

Resources(What

funding/ materials?)

Timeline(When to finish?)

Evaluation(How to measure success?)

© 2012 Rey Ty

1. Preparatory Pre-Program Stage

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© 2012 Rey Ty© 2012 Rey Ty

Action PlanActions

(What to do?)

People Involved

(With whom to work?)

Resources(What

funding/ materials?)

Timeline(When to finish?)

Evaluation(How to measure success?)

© 2012 Rey Ty

2. Actual Program Implementation Stage

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© 2012 Rey Ty© 2012 Rey Ty

Action PlanActions

(What to do?)

People Involved

(With whom to work?)

Resources(What

funding/ materials?)

Timeline(When to finish?)

Evaluation(How to measure success?)

© 2012 Rey Ty

3. Post-Program Stage

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Actual Day of Project Implementation Date December 23, 2012

Time 1 whole day from 8:30 am – 3:00 pm

Place People's Park & Public Library, Kampung Saber, Kota Baru

Time Activities Persons in Charge

8:30 AM Opening Remark & Orientation

Mr. Abdulfatah

9:15-11:00 AM Start of Clean-Up Sohaya

Noon Lunch Nur, Fatimah, Yahya, Yusuf

1 – 2:00PM Back to the Clean-Up Akimah

2:00 – 2:30 PM Tree Planting Alyanna

2:30 PM Snacks Christian, Farah, Abdel

3 PM Closing Remarks Mrs. Benazhir © 2012 Rey Ty

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Actual Day of Project Implementation Date

Time

Place

Time Activities Persons in Charge

© 2012 Rey Ty

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Solve problems one person & one project at a time.

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References 1. Allison, M. & Kaye, J. (2005). Strategic

planning for nonprofit organizations: A practical guide & workbook (2nd 3d.). NJ: J. Wiley & Sons.

2. Caffarella, R. S. (2002). Planning programs for adult learners: A practical guide for educators, trainers, & staff developers (2nd 3d.). SF: Jossey-Bass.

3. Philippine Youth Leadership Program. (2012). Training Manual. DeKalb: Northern Illinois University.

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Congratulations!

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© 2012 Rey Ty

Planning Your ProjectsA Step-by-Step Approach

Capacity-Building Workshop

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© 2012 Rey Ty


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