© 2012 Rey Ty
Planning Your ProjectsA Step-by-Step Approach
© 2012 Rey Ty
Strategic Plans, Project Plans &
Action PlansThe Bigger, Middle &
Small Picture
© 2012 Rey Ty
Planning ExperiencesORGANIZATIONS FUNDING, 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) © 2012 Rey Ty
© 2012 Rey Ty
Why Plan?
© 2012 Rey Ty
1. If we don’t plan, then _____________
___________________.2. We need to plan,
because ____________________________.
© 2012 Rey Ty
Vision
Mission
GoalsObjectives
Specific Objectives
StrategiesPlans
HierarchyMore Abstract More Concrete
© 2012 Rey Ty
© 2012 Rey Ty
Strategic Plan
The Macro-View
© 2012 Rey Ty
Strategic Plan1. What we want to be in the future2. How to get there3. Focus
© 2012 Rey Ty
Strategic Plan1. Limited resources2. What goods & services3. Direction for the
community4. Collaborate 5. Control over our future
© 2012 Rey Ty
Products of Strategic Plan
© 2012 Rey Ty
© 2012 Rey Ty
© 2012 Rey Ty
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
© 2012 Rey Ty
Community Context, Problems & NeedsISSUES CONTEXT PROBLEMS NEEDS
ASSESSMENT
Ex: Economy Mostly peasants Landlessness Land reform
Economy
Environment
Politics
Culture
Armed Conflict
Gender
Health
Religion
Ethnicities
Classes
Others: Specify © 2012 Rey Ty
© 2012 Rey Ty
Select a Project.Why Select This Particular Project?
Who Benefits?
© 2012 Rey Ty
Community Needs
© 2012 Rey Ty
Type of Project1. Community2. Coalition3. Justice
© 2012 Rey Ty
Level of Commitment1.Charity2.Participation3.Justice
© 2012 Rey Ty
Social Entrepreneurship1. Advocacy2. Development3. Environment
© 2012 Rey Ty
SWOTInternal Strength
Internal Weakness
External Opportunities
External Threats
© 2012 Rey Ty
Vision•Dream community
© 2012 Rey Ty
Vision•To ______________ _______________________________________________________________
© 2012 Rey Ty
Mission• Reason for the existence of your organization
© 2012 Rey Ty
Mission•To ______________ _______________________________________________________________
© 2012 Rey Ty
Goals• Long-term plans
© 2012 Rey Ty
Goals1. To ____________________ _______________________2. To ____________________ _______________________3. To ____________________ _______________________
© 2012 Rey Ty
Objectives• How do you make your
dream community come true
© 2012 Rey Ty
SMART Objectives1. Specific2. Measurable3. Achievable4. Realistic5. Timeline
© 2012 Rey Ty
Objectives1. To ____________________ _______________________2. To ____________________ _______________________3. To ____________________ _______________________
© 2012 Rey Ty
Strategies1. A plan of action
or policy designed to achieve a major or overall aim.
2. Planning & directing overall operations.
© 2012 Rey Ty
Situation
Problem
Needs
Vision
Mission
Goals
Objectives
Strategies
Measurements
Evaluation© 2012 Rey Ty
Align Plans
© 2012 Rey Ty
Identify a Lead Organization
Name _____________________________________________Address ____________________________________________
© 2012 Rey Ty
Work Together1. Gender-Sensitive2. Interfaith: Muslim, Christian,
Indigenous, Atheist 3. Intrafaith: Among Muslims,
etc.4. Intergenerational: Old &
young5. Inter-Ethnic
© 2012 Rey Ty
Identify Steering Committee Members
NAMES SKILLS
1.
2.
3.
4.
5.
6.
7. © 2012 Rey Ty
© 2012 Rey Ty
Organize your strategic plan into smaller action plans.
© 2012 Rey Ty
Be clear on how who will
do what where by when.
© 2012 Rey Ty
Project Plan
The Meso-View
© 2012 Rey Ty
Community1. Pangangailangan* 1. Needs*2. Kagustuhan 2. Wish3. Kakayahan 3. Ability
© 2012 Rey Ty
© 2012 Rey Ty
Resources
© 2012 Rey Ty
Organizational StructureInclude women!
1.Not mostly women.
2.Not mostly men.
3.But a good mix of women & men.
© 2012 Rey Ty
What’s in a Name?Bottom-Up Model Top-Down ModelPowers & Responsibilities
Task
Empowerment DirectiveWorkers take initiative
Boss tells workers what do
Workers control their own destiny
Boss controls workers’ destiny
© 2012 Rey Ty
© 2012 Rey Ty
TimetableGantt Chart
© 2012 Rey Ty
© 2012 Rey Ty
Budget
© 2012 Rey Ty
© 2012 Rey Ty
Action Plan
The Micro-View
© 2012 Rey Ty© 2012 Rey Ty
Action PlanActions
(What to do?)
People Involved(Who to
work with?)
Resources(What
funding/ materials?)
Timeline(When to finish?)
Evaluation(How to measure success?)
© 2012 Rey Ty
© 2012 Rey Ty
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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