2015 aip planning red

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


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


1. What is a plan?2. Why plan?3. Types of plans

3. What are the types of plans?

1. Business2. Building3. Strategic4. Action5. .......?


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


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.


1. What is a plan?2. Why plan?3. Types of plans4. Creating your Action Plan

A. Set the scene


• 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.


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


• 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)


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.)


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.)


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


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


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


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?)



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


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?


Do you need to change your goals or objectives based on the SWOC analysis?

Objectives: what will we do?





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


Recap: objectives


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





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





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.





Objectives: Why were we here?


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!

Food

2015 aip planning red