2015 aip planning red
TRANSCRIPT
PlanningMark Bell
(Based on work by Mark Bell and Paul Marcotte)
Objectives: what will we do?
1. Understand the elements of an Action plan2. Identify the key elements for your plan3. Draft, present and revise your Action Plan
Disclaimer
1. Many of you know a lot about planning. 2. Don't get caught on terminology.3. This is an opportunity to share ideas and do
some planning
Presentation structureIntroductions and expectations1. What is a plan?2. Why plan?3. Types of plans4. Creating your Action Plan
1. Set the scene2. Factors influencing success (SWOC)3. Add the detail
5. Share6. Revise7. Finish
Planning
Mark Bell and Paul Marcotte
Presentation structure
1. What is a plan?
1. What is a plan?
• What is your definition?• Definition
“A Plan is a method of getting from one set of circumstances to another.”
1. What is a plan?
PlanA
Present Scenario
B
Future Scenario
An Action plan is the detail of how you will get there
1. What is a plan?
• How common is planning?
PLANA
Home
B
NARC
• Everyday!
Planning
1. What is a plan - example?
PLANA
National markets
B
International markets
Presentation structure
1. What is a plan?2. Why plan?
2. Why have a plan?
Activity. In teams of 5. Two observers and 3 project implementers.
Undertake the "project" in two parts.
1) In 1 minute see how much of the "project" you can assemble.
2) Finish the project
2. Why have a plan?
Activity.
What difference did seeing the picture make?
How is seeing the picture like having a plan?
2. Why have a plan?
1) Clarity
2) Efficiency
3) Buy in
2. Why have a plan?
Get the whole picture and so improve
Clarity Efficiency Buy in
Presentation structure
1. What is a plan?2. Why plan?3. Types of plans
3. What are the types of plans?
1. Business2. Building3. Strategic4. Action5. .......?
Presentation structure
1. What is a plan?2. Why plan?3. Types of plans - About Action plan4. Creating your Action Plan
4. Creating your Action Plan
• This workshop will focus on developing an Action Plan
Step 1
Step 2
Step 3
Step 4
An Action plan sets a• goal with objectives• Identifies outputs and shows
1. What needs to be done to get there,2. Who is involved
Goal
4. Creating your Action Plan
Start
Example
OUTPUT 3Roof
Output 3 ActivitiesBlah blah blah
OUTPUT 1House foundation
Output 1 ActivitiesBuy land,
Level block, Put in boxing
pour concrete, etc.
OUTPUT 2House walls
Output 2 Activities Blah blah blah
These outputs must all be achieved if the objective is to be achieved.
Planning - simple logical steps
Objective. A better house
5. Creating an action planWhat’s the difference between a goal and an objective?
A goal is a broad statement - You contribute to a goal
Example: improve food security in the Punjab.
An objective is specific and measurable - You can achieve an objective
Example: 50% of farmers adopt the new variety by 2016.
Planning
• True or False? • There is no single correct plan.
Presentation structure
1. What is a plan?2. Why plan?3. Types of plans4. Creating your Action Plan
A. Set the scene
4. Creating your Action Plan
• Part 1: Set the Scene - what we will do...A. Describe the project (1-2 sentences) B. Define project goalC. Define objectives and outputs D. Set (or estimate) an end dateE. (Later we define activities)
Planning
A simple example
• You are asked to help primary school students better understand the principles of aerodynamics by providing them with the design for a "good" paper plane.
4. Creating your Action Plan
Example - Paper plane. Part 1: Set the Scene
A. Describe the project (1-2 sentences)A. as given
B. Define project goalA. Improve school children understanding of aerodynamics.
C. Define objectives and outputs A. Review available plansB. Build and testC. Evaluate and provide best plans
D. Set (or estimate) an end dateA. Next week
Planning
• Now Your example Step 1 - setting the scene
4. Creating your Action Plan
• Part 1: Set the Scene. Now you willA. Describe your project (1-2 sentences) B. Define projects goalC. Define objectives and outputs D. Set (or estimate) an end dateE. (Later we get in to activities)
4. Creating your Action Plan
Set the sceneA) Describe the project - first individually and then discuss
with neighbor(s)1. Your topic of interest? Who's the audience?2. What is the problem or need you are addressing? What
do you want to change?3. How will you know you are successful? What will be
different?(Commodity projects can use the calendar exercise.)
4. Creating your Action Plan
For commodities: Value Chain– Draw a Calendar of events– Identify where the problems and needs are– Identify the option(s) you recommend– What and who needs to be involved for the option
to be successful (consider, credit, inputs, knowledge access, marketing, transport, etc.)
4. Creating your Action Plan
Part 1. Set the Scene
A) Describe the project (1-2 sentences) target group, problem to address.. Based on your work above, draft your project
description
4. Creating your Action Plan
Part 1: Set the SceneBottom Page 6. • What and who else needs to be involved for
success?Page 7.
A) Describe the project (1-2 sentences) B) Define your project goal (What's the larger goal
you are contributing to?Discuss with a neighbor
1. What is a plan?
PlanA
Present Scenario
B
Future Scenario
Other players and factors needed for success
4. Creating your Action Plan
Part 1: Set the Scene.C) Identify your objectives and outputs
Step 1
Goal
Start
Step 2Step 3
etc
Page 7. Brainstorm the major 5-10 steps you need to do to be successful?
Use post-its or think of the logical steps involved?
Develop
fact
sheetsDevelop intervention strategy
Develop M&E plan
RunDryingcourses
Write reports of training
Create database
Conduct
threshing
workshop
Report
M&E
results
Organize
farmer
network
Obtain expert input
5. Creating an action plan
Cluster related activities into 3-4
groups?Select
farmers
Develop training packs
Create
database
Organize
farmer networkObtain expert input
Test new technology
Evaluate threshing
technology
Develop M&E plan
Trained people Interventions delivered
M&EReporting
Train extension
officers
Outputs are the clusters of related activities.
5. Creating an action plan
4. Creating your Action Plan
C) Identify your objectives and outputs
• Fill in the form and discuss with a neighbor.• Output at the end of the project we will....
Step 1
Goal
Start
Step 2Step 3
etc
4. Creating your Action PlanFinish page 9. Summary of what we have done so far.
• Project Description: ___________________________________
• Project goal: ______________________
• Project objectives: ____________________________________
• Project outputs: At the end of the project we will _____________________________ (What will success look like?)
• Project target date: __________ (when will this be done by?)
Presentation structure
1. What is a plan?2. Why plan?3. Types of plans - About Action plan4. Creating your Action Plan
1. Set the scene2. Factors influencing success (SWOC)
Planning
• Your example Step 2 - considering factors that will influence your success
1. What is a plan?
What will influence my ability to implement my plan?
PlanA
Present Scenario
B
Future Scenario
Step 2. Important factors
Situation Analysis. What is a SWOC?• S = Strengths• W= Weaknesses• O = Opportunities • C = ChallengesWhat do I have to take in to account to be
successful?
Step 2. Creating an action plan SWOC
Strengths Weaknesses
Opportunities Challenges
Strengths and Weaknesses - InternalOpportunities and Challenges - External
Step 2. Important factors
Situation Analysis. What is a SWOC?• S = Strengths• W= Weaknesses• O = Opportunities • C = ChallengesWhat do I have to take in to account to be
successful?
Step 2. Important factors
Do you need to change your goals or objectives based on the SWOC analysis?
Objectives: what will we do?
1. Understand the elements of an Action plan2. Identify the key elements for your plan3. Draft, present and revise your Action Plan
Presentation structure
1. What is a plan?2. Why plan?3. Types of plans - About Action plan4. Creating your Action Plan
1. Set the scene2. Factors influencing success (SWOC)3. Add the detail
Planning
• Your example Step 3 - Adding the detail
4. Creating your Action PlanObjective Activities
(What will be done)
Who will implement
By when
How know achieved
Literature review
Locate other organic manuals or materials
Ag. Specialist August List of publications
etc.
Part 3 continued. Example portion Action Plan
4. Creating your Action PlanObjective Activities
(What will be done)
Who will implement
By when How know achieved
Part 2 continued. Now create your full action plan
Present your plan to the group
Planning
• Draft your plan on a large sheet of paper to share with others. Include
• Goals• Objectives• Outputs• Major activities for each objective
Reflection
Write a couple of sentences about what you thought of today?• What was interesting or new or suggestions or
....?
Planning - Day 2.1Mark Bell
(Based on work by Mark Bell and Paul Marcotte)
Day 2
1. What did we do on Day 1?
RecapIntroductions and expectations1. What is a plan?2. Why plan?3. Types of plans4. Creating your Action Plan
1. Set the scene2. Factors influencing success (SWOC)3. Add the detail
Recap: objectives
1. Understand the elements of an Action plan2. Identify the key elements for your plan3. Draft, present and revise your Action Plan
Recap - suggested Planning example
e-Pak AgGoal • Improve farmer access to credible, relevant
information (through the use of ICT)Objectives1. Review existing ICT efforts and where farmers get
information now 2. Identify opportunities to enhance efforts (topics,
sources, packaging)3. Share "good" practices
Presentation structure
1. What is a plan?2. Why plan?3. Types of plans - About Action plan4. Creating your Action Plan
1. Set the scene2. Factors influencing success (SWOC)3. Add the detail
5. Share6. Revise7. Finish
Planning
Share - Draft your plan on a large sheet of paper to share with others. Include• Goals• Objectives (and Outputs)• Major activities for each objective
We will mix the groups.Present your plan to your "new" sub group (5
minutes presentation + 5 feedback)
Collect feedback
Planning
Speaker 1. 10.50-11.00Speaker 2. 11.00-11.10Speaker 3. 11.10-11.20Speaker 4. 11.20-11.30Speaker 5. 11.30-11.40
Planning
What did people do well?Which areas were less good?GoalObjectives (outputs)Activities
Planning
Practice makes....perfect
Presentation structure
1. What is a plan?2. Why plan?3. Types of plans - About Action plan4. Creating your Action Plan
1. Set the scene2. Factors influencing success (SWOC)3. Add the detail
5. Share6. Revise7. Finish
6. Revise your Action Plan
None changes you would make to your planTimeline?Gantt chart
6. Revise your Action Plan
Gantt chart
January February March April
Activity1 Xxxxxx Xxxxxxx
Activity 2 Xxxxxx Xxxxxx
Activity 3 Xxxxx
Etc.
Presentation structure
1. What is a plan?2. Why plan?3. Types of plans - About Action plan4. Creating your Action Plan
1. Set the scene2. Factors influencing success (SWOC)3. Add the detail
5. Share6. Revise7. Finish
Objectives: Why were we here?
1. Understand the elements of an Action plan2. Identify the key elements for your plan3. Draft, present and revise your Action Plan
7. Finish
Summary: You have now all developed• An Action plan• Your action plan details
“who will do what, when and how”• Final comments • Evaluation• "Graduation"
• Thank-you and have great trip home!