RESOURCE

MOBILIZATION
RESOURCES
These are tools, people, and facilities
Physical/Material
Resources TYPES
Tangible assets that a company OF
may use to create and distribute its
products or services.
RESOURCES
 Human Resources
Human resources are employees TYPES
who help a business run. This can
include those who help develop the
OF
concepts, ideas, and strategies for the
RESOURCES
business and its products.
Intellectual Resources
Intellectual resources can include
TYPES
any non-tangible resources that allow OF
a business to operate successfully.
RESOURCES
Financial Resources
Some types of financial resources TYPES
include cash, credit, lines of credit or
OF
stocks. In many cases, financial
resources are an important aspect of RESOURCES
securing other resource types.
 WHAT IS RESOURCE
MOBILIZATION?
Resource mobilization is the process by
which an organization acquires and manages
the financial, human, and logistical resources
it needs to fulfill its mission. Resource
mobilization can be defined as a
management process of identifying people
who share the values of your organization and
taking steps to manage this relationship
(IDRC, 2010).
IMPORTANCE OF RESOURCE
MOBILIZATION
1 Allows the company to continue service for customers

2 Maintains sustainability

3 Leads to product and service improvement

4 Helps a business expand

 SUSTAINABILITY IN
RESOURCE MOBILIZATION

Sustainability in resource
mobilization refers to the goal that
an organization may have to obtain
sufficient resources for continued
business practice.
 3 TYPES OF SUSTAINABILITY IN
RESOURCE MOBILIZATION

Programmatic is an organization's ability to consistently create and

Sustainability deliver quality products and services to customers.

Institutional refers to a company's internal strength and ability to stay

Sustainability successful as an organization through structure and policy.

Financial is an organization's ability to consistently maintain the

Sustainability proper financial resources to grow and improve.

 WHAT IS RESOURCING?

Resourcing means
assigning actual resources
to the project. There are
two very different aspects
to this: deciding which
resources to apply to which
work items in the project
plan, and actually getting
the resources to work for
the project.
Resourcing at the Resourcing
start of the issues at the
project end of the
project

RESOURCING

Detailed Managing Resourcing issues

resourcing resources at
per phase phase end
during the
project
 RESOURCE MOBILIZATION IS
NOT FUNDRAISING
Resource mobilization is often considered to be an alternative
for fundraising and in most cases is used interchangeably.
Resource mobilization, however, is much more than just
fundraising because it includes:
• Accessing a range of resources (rather than just
money/finances);
• Building a network from a wide range of resource providers;
• Using a variety of mobilization mechanisms.
PROJECT
PROPOSAL/AUTHORIZATION
 WHAT IS A PROJECT
PROPOSAL?
A project proposal is a project management document
used to define a project’s objectives and requirements. It
helps organizations and external project stakeholders
agree on an initial project planning framework.
The main purpose of a project proposal is to get buy-in
from decision-makers. That’s why a project proposal
outlines your project’s core value proposition.
 6 TYPES OF PROJECT PROPOSAL

A solicited project proposal is sent as a response to a

Solicited Project request for proposal (RFP). Here you’ll need to adhere to the
RFP guidelines of the project owner.
Proposal

You can send project proposals without having received a request for
Unsolicited Project proposal. This can happen in open bids for construction projects, where
a project owner receives unsolicited project proposals from many
Proposal: contractors.

This type of project proposal is created when a client asks for

Informal Project
an informal proposal, without an RFP.
Proposal:

 You can use a renewal project proposal when you are reaching
Renewal Project
out to past customers. The advantage is that you can highlight
Proposal past positive results and future benefits.

Continuation Project Sent to investors and stakeholders to communicate project

Proposal progress.

Supplemental Project This proposal is sent to investors to ask for additional

resources during the project execution phase.
Proposal

How to Write a Project

Proposal?
Triple How can we address the triple constraint of
Constraint project scope, schedule and cost?
Core What is the core problem we’re trying to
Problem solve?

Resources What resources will be available?

Timeline What project timeline are we working

within?

Budget What project budget do we have to work

with? How does this affect our goal-setting?
Strategic What are the strategic goals of our client, and
Goals how does our proposal align with those goals?
Responsible
Who are the people responsible for the project?
Parties
What are their goals and motivations?
Client
How will the client benefit from the completion
Benefit
of our project? What is their primary goal?
Project
How will the success of the project be
Deliverables
& Success measured? What deliverables do our
stakeholders expect to see at closure?
Project Proposal
Outline Executive
Summary

Project Project
Approach Background
 Executive
Summary
The executive summary provides a quick overview of the main
elements of your project proposal, such as your project background,
project objectives, project deliverables, among other things. The
goal is to capture the attention of your audience and get them
excited about the project you’re proposing. It’s essentially the
“elevator pitch” for the project life cycle. It should be short and to the
point.
Project
Background
The project background is a one-page section of your project
proposal that explains the problem that your project will solve.

History The history section outlines previously successful

projects. It also outlines those that could have run more
smoothly.

Solution The solution section addresses how your project will

solve the client’s problem. Accordingly, this section
includes any project management techniques, skills
and procedures your team will use to work efficiently.
Project
Approach
Your project approach defines the project management
methodology, tools and governance for your project.

Requirements are the items, materials and resources

Requirements
needed for the project. This section should cover both
internal and external needs.

This section covers who the decision-makers are on the

Authorization
project team. It also covers which stakeholders have sign-
off authority on the client’s side.

Project Scope The project scope refers to all the work that will be
executed. It defines the work items, work packages and
deliverables that will be delivered during the execution
phase of your project life cycle.
Project Resources are critical for the execution of your
Resources project. The project proposal briefly describes
what resources are needed and how they’ll be
used.

Project
Timeline Once you’ve defined your project scope,
you’ll need to estimate the duration of
each task to create a project timeline.

Project All the resources that you’ll need for your

Budget project will have a price tag. That’s why
you need to estimate those costs and
create a project budget.
Financial If you want to convince internal stakeholders
Statements and external investors, you’ll need to show
them what are the financial benefits that your
project could bring to their organization.

Information not included in the project

Appendix
proposal is part of the appendix. It’s where
many of the more interesting details of a
project are located.
Developing Smart Goals
For Your Project
Proposal
The best mindset when developing goals and
objectives for your project proposal is to use the
SMART system
Make sure your goals and objectives are clear,
Specific
concise and specific to the task at hand.

Measurable Make sure your goals and objectives are measurable

so it’s obvious to see when things are on track and
going well, and conversely, when things are off track
and issues need to be addressed.
 It’s important every project has a “reach” goal.
Attainable
Hitting this goal would mean an outstanding
project that goes well above and beyond
expectations.

Relevant Make sure all of your goals are directly relevant to

the project and address the scope within which
you’re working.

Time-Based Timelines and specific dates should be at the

core of all goals and objectives.
RESOURCE SCHEDULING IS THE PROCESS OF IDENTIFYING
WHEN PROJECT RESOURCES ARE NEEDED AND
ALLOCATING THEM BASED ON FACTORS SUCH AS
CAPACITY PLANNING OR RESOURCE AVAILABILITY.
Why Is Resource Scheduling
Important in Project
Management?
Resource scheduling is important in project management for
a variety of reasons. The main reason that resources can
have an impact on all project constraints: time, scope, cost,
risk, quality and of course, resources.

Page

03
What Should You Consider
Before Creating a Resource
Schedule?
RESOURCE This consists of assessing the total amount of work that can
CAPACITY PLANNING be done with the resources that your organization currently
has.

RESOURCE Resource utilization is a KPI that refers to the number of

Resource
UTILIZATION resources that are currently being used by your company.
capacity planning

RESOURCE It’s important to estimate the future resource needs of your

FORECASTING project. There are different resource forecasting toolsPage
and
techniques you can use to do so.
 Once you’ve understood your resource capacity planning
RESOURCE
and resource utilization, you’ll be able to determine what
AVAILABILITY
resources are at your disposal, or what’s your resource
availability.

PROJECT Your resource schedule must be aligned with the project

SCHEDULE
Resource schedule and vice-versa. You’ll need to weigh your resource
capacity planning capacity, utilization and availability whenever drafting your
project schedule.
Page
Resource Scheduling
Methods
TIME-CONSTRAINED TIME CONSTRAINT IS A RESOURCE SCHEDULING
RESOURCE APPROACH THAT PRIORITIZES THE TIMELY
DELIVERY OF PROJECTS EVEN IF THAT MEANS
SCHEDULING
EXTRA PROJECT COSTS.

RESOURCE- CONTRARY TO TIME-CONSTRAINED RESOURCE

CONSTRAINED SCHEDULING, THIS METHOD BUILDS THE RESOURCE
RESOURCE SCHEDULING SCHEDULE BASED ON RESOURCE AVAILABILITY.

Benefits of Resource
Scheduling
PROVIDE REAL - TIME
UPDATES
REDUCE WASTE OF TIME
AND RESOURCES

INCREASE PROFITS
 8 Tips for Resource
Scheduling
1.USE RESOURCE
4. PRACTICE 6. KNOW HOW MANY
MANAGEMENT
RESOURCE RESOURCES YOU
SOFTWARE
LEVELING NEED

2.USE A WORK 7. CONTROL

BREAKDOWN 5. BE AWARE OF AVAILABILITY OF
STRUCTURE (WBS) 4. Practice
CONSTRAINTS Resource
RESOURCES

Leveling

3. TRY RESOURCE 8. ASSIGN YOUR

SMOOTHING RESOURCES WISELY
THANK
YOU