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Module 12

This document discusses planning and resource mobilization. It defines planning as formulating goals, strategies, policies and procedures to support implementation. Participatory action planning (PAP) is emphasized, which involves stakeholders in the bottom-up planning process. PAP allows for inclusion and empowerment. Resource mobilization involves obtaining financial, human and technical resources to support community programs and projects. Both planning and resource mobilization require identifying needs, building consensus, creating action plans, and monitoring implementation.

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197 views19 pages

Module 12

This document discusses planning and resource mobilization. It defines planning as formulating goals, strategies, policies and procedures to support implementation. Participatory action planning (PAP) is emphasized, which involves stakeholders in the bottom-up planning process. PAP allows for inclusion and empowerment. Resource mobilization involves obtaining financial, human and technical resources to support community programs and projects. Both planning and resource mobilization require identifying needs, building consensus, creating action plans, and monitoring implementation.

Uploaded by

kim maligro
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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Download as PPTX, PDF, TXT or read online on Scribd
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Module 12: Planning

and Resource
Mobilization
Planning
Process of formulating plans, wherein
setting goals, developing activities and
strategies, establishing policies ad
procedures, phasing of implementation, and
allocating resources are involved and
would support the whole plan and its
implementation (United Nations
Development Programme, 2009)
Importance of Planning
• Planning is a substantial requirement and
necessity for organizational leadership,
administration, management, and governance.
• Most organization recognize the need to
regularly set program goals, objectives, and
operational plans.
• Planning is critical in making decisions
especially in the midst of continuous dynamics
of context or reality.
Participatory Action Planning and Its
Importance
Stakeholder- refer to the community or
local government unit officers;
interested community member; people
from involved agencies, schools, and
institutions in the community; and
community members who will directly
gain from a specific project or
program.
Participating Action Planning and Its
Importance (PAP)- a kind of planning
which gives importance and practices
genuine involvement and active
participation of different stakeholders.
Bottom up planning process- the
empowerment of the community is
developed, while the rights of the
community member are practiced,
respected, and recognized.
“From the
people, by the
people, and for
the people”
Some important points of PAP based on the
different development practices (Center for
International Forestry Research):

• PAP unifies the different opinions, feelings,


positions, views, perspectives, and
recommendation of the members or participants.
• Because of efforts to unify, PAP minimizes the
conflicts between opposing ideas, individuals, and
groups. Common ground and stand are always
products of collective decision-making.
• PAP opens space and opportunities for the poor,
excluded, and marginalized sectors to participate
in the planning process
• PAP allows community members to have control
of and access to their lives’ resources.
Additional important points of participatory planning
(Center for International Forestry Research 2007):

• Participatory planning allows the stakeholders


(especially the poor) to participate in consultation, dialogue,
and decision-making, which are important in the local
governance process.
• The participation of stakeholders (especially the poor)
opens opportunities for awareness, participation, and role
development in local governance. As such, inclusive
development will follow.
• Participatory planning results to higher probability and
more efficient means of addressing community issues,
concerns, and needs.
• Finally, participatory planning allows for an increased
transparency and local accountability in local governance.
At the same time, the culture if trust between and among
stakeholders and local government will be improved.
Steps and Guidelines in Participatory
Step 1: Preparing the participants. This step involves the
building of rapport between development workers and
community stakeholders.
Step 2: Sharing of information and needs assessment.
Some members of the community have already identified
(or have the potential to identify) their needs and
situations.
Step 3. Identifying resources. It is important to identify the
resources within and outside the community.
Step 4: Envisioning a future. In this step, where the
community members share how they envision their
community in the future
Step 5: Analyzing needs. In this step, the needs of
the community are the focus of discussion.
Step 6: Building consensus. In this step, the
community and its stakeholders build a consensus
on the needs and concerns that will be addressed.
Step 7: Crating an action plan. This step is
considered as the heart and soul of the planning
process.
Step 8: Implementing the plan. Because there has
already been a consensus on the needs and concerns
that are to be addressed, the community will now
proceed with the implementation of the plan.
Aside from the aforementioned steps, there are also
conditions that need to be considered when organizing a PAP.
According to Buckes and Chevalier (2013), these are the
following:
• Having deep consideration of the local traditions and culture of the
community and members.
• Being aware and critical of the different from of inequalities and
dynamics that exist among community participants or members.
• Having balanced and well-distributed task of all members of the
community.
• Coming up with and deciding on expectations, and monitoring them
if they are met or satisfied.
• Having trust, sensitivity, open communication, reliability, and
accountability.
• Being able to conduct a continuous gathering of reliable information
and conducting situational analysis to keep things updated and
dynamic.
• Being able to set up and lay down leadership and commitment in
different phases of community and/or organizational operations.
Ideally, everyone in the community must be involved in
the process of PAP. But in reality, there are key, strong, and
effective representatives of those involved. (Rabinowitz, 2015)
• Targets of change. These are the specific or general members
of the target community who could directly (or indirectly)
benefit from the development programs, projects, and
intervention.
• Agents of change. These are the people who possess certain
levels of influence in the community, especially in developing
and formulating policies, building public opinion, and
becoming partners of community development.
• Interested members of the community. These are community
members who have a special interest in the development of the
community or specific issues concerning the community.
• Members of organization. Organization (whether within or
outside the community) that have engagements or operations
in the community can be a substantial part of the PAP process.
Definition and Importance
Mobilization
Resources mobilization plays an important
role in advancing the program, projects,
activities, or initiatives of the community or
organization.
• Resources do not only involve money or
finances
• Resources can be in the form of capital,
income, possession, property, fund, assets,
means, wealth, supplies, or sources.
Resources mobilization is concerned in sustaining
the relevance of communities, groups, institution, social
movements, and any forms of organizations by enabling
the movement of resources ( e.g., financial, human,
technological, and other tangibles).
Resources mobilization can be assistance in
organization when planning and prioritizing activities.
(United States Agency for International Development
2010)
There are lot of groups outside the community (civic
organizations such as Lions Club, Jaycees, fraternities, solorities,
foundation) that are willing to provide financial and material
resources for the support of various development programs.
(Funds for NGOs 2012)
Steps and Guidelines in Mobilization
Step 1: Preparing a specific resource strategy.
This involves planning the needs existing
resources, and mobilization to support the
operation, projects, and processes.

Step 2: Identifying and broadening the


stakeholder group. This step is where potential
supporters, funders, human expertise, and other
willing provides are determined.
Step 3: Developing key messages. This step
is a form of resource mobilization strategy
similar to campaigns, advocacies,
volunteers’ mobilization, networking,
program accompaniment, and solidarity
work.
Step 4: Selecting resources mobilization
vehicles. It should be clear that identifying
possible sources of resources, in a sense, is
also identifying resources that can be
tapped from the community
Step 5: Resources mobilization monitoring
and evaluation. This is where the
assessment of various resources
mobilization processes and strategies are
undertaken.
Step 6: Gearing up for sources
mobilization. This step involves the
implementation of the resources
mobilization.
THANK
YOU

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