© 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.