Lesson1-PROJECTMANAGEMENTANDPROJECTPROPOSALMAKINGcopy
Lesson1-PROJECTMANAGEMENTANDPROJECTPROPOSALMAKINGcopy
a nd MANAGEMENT
PROJECTS ?
A I . mpo ance of doing a program and a projec t
p e riph e r yo f th e h e lpin g a n d c h a n g e
pro c e ss e s . T he y a r e now c onsi d e r e d
p a r tn e rs ba s ed on th e be lief th a t th e y
Re member have strengths, resources, talents, ideas,
manpower and insights to contribute to
the development process. T his attitude is
v e r y i m p o r ta n t f o r d e v e l o p m e n t
impl e m e nt e rs to a cce pt a n d a d opt to
s u s t a i n t h e p ro c e s s o f a u t h e n t i c
pa icipato development.
Acc ording to World Health Organization (WHO)
•Needs assessment
•Planning
•Mobilizing
•T raining
•Implementing
•Monitoring
•Evaluation
W hat is the di erence
between a program and
a projec t?
•Program
•Project
PROGRAM is ...
•a c o l l e c t i o n o f p ro j e c t s w i t h a l a r g e r
d e v e lopm e nt purpos e th a n a n in d ivi d u a l
project.
•a por tfolio comprised of multiple projects that
are managed and coordinated as one unit with
community team
PROJECT MANAGEMENT
PROJECT MANAGEMENT
the situation and problems are not well de ned, for sure, the project
If
will be failure as it will not address the authentic problem and its root
causes.
A . Problem/Preference Ranking
B. Ten (10) Seed Technique (TST)
D. Community Mapping
E. Social Diagram
G . S.W.O.T Analysis
H. Ca esianGraph
J. Transec t Mapping
K. Appreciative Inqui
Ta sks:
1. Form a dyad
2. Pick a number from one to eleven
Ta sks:
3. Look for the meaning of the identi ed tool and describe, de ne,
discuss the tool
problems.
How Do You Conduct a Problem/Preference Ranking?
Choose the theme of the ranking, depending on the area of investi gation.
•Ask the par ticipants to selec t about six of the most impor tant problems or alternatives related to the
theme.
•Note down each of the six problems/preferences on a separate card 4 use pictures or symbols instead
of text , where possible.
•Place two of the cards in front of the inter viewee and ask him or her to choose the bigger problem and
to give reasons for the choice. Mark down the response in the appropriate box in the priority-ranking
matrix.
•A preference matrix has two identical lists of problems or alternatives, one across the top (x-axis) and
the other down the left side (y- axis). Each open box or cell in the matrix represents a paired comparison
of two items or alternatives (Refer to Appendix A).
•Present a di erent pair and repeat the comparison.
•Repeat until all possible combinations have been considered.
•List the problems in the order in which the • inte iewee has ranked them by so ing the cards in order
of priority.
•C h eck with th e inter viewee wh eth er a ny • impor ta nt problems h a ve been omitted from th e list . If
there are any, place them in the appropriate position in the ranking.
•Repeat the pairwise-ranking exercise with other individuals and tabulate their responses (Appendix B).
•If a ppropri a t e , use th e ra nkin g to begin a • discussion about pot e nti a l solutions to th e priority
problems.
he 10 s e e d t e c hniqu e is a mo d i f ie d
.
B Ten (10) Seed T
Technique (TST)
that is extremely versatile because it lends
itself to easy modi cation.
H ow do you conduct TST?
•After initial rappor tbuilding with the group, explain that the purpose of
the exercises is to understand and learn about their community from
their perspective. T he facilitators of the exercise should then explain the
purpose of the speci c subject that they propose to explore with them.
•To initiate discussion for a community-wide needs assessment , ask the
g roup to im ag in e a ll th e pro b l e ms a n d n eed s th a t a re faced by th e
p ro b l e m b ra n c h e s o u t i n t o a s e t o f
consequences.
• When you9re done with the causes, move on to the consequences. When listing the consequences, list the direc t
ones on the extreme left of the consequences sec tion. T he consequences that result from these causes can be listed
to right of this list .
Fin ally wh en a c ompreh ensive list of caus es an d c ons equ en ces h ave been develop ed an d th e rel at ed caus es an d
consequences have been linked resp ec tively, you9re read y to d isplay the inform ation pic torially.
For this you can use a sketch of a tree (like shown in App end ix C) and write down the prob lem on the tree trunk , the
causes along the roots and the consequences along the b ranches. Alternatively, a b ock d i ag ram , like the one shown in
the image below, can be used to present the problem tree analysis in a more organized and professional manner.
. ommunity
D C
ommunity Mapping, also called P ublic
Mapping
C
Pa r t
i c ip a tor yG e o g ra phi c I n form a tion
S yst e ms ( P P G IS ) , is a tool th a t ca n be
us e d t o t e ll a s t o r ya b o ut wh a t is
happening in our communities.
D uring community m apping events , community m em bers com e to gether and
collec t f ield data. T h
e data collec ted, whether it be an inventor yof health centers,
Community mapping can be used to identify <hot spots= which can be extremely
useful in targeting inte entions.
C ommunity Mapping can empower the public by providing oppor tunities to have a
lasting, positive inf luence on their community. T he maps that are generated can be
used to document community needs to and assist with consensus- building and
dec ision - m a kin g f or improvin g pro g ra m de si g n a n d pu b li c poli c i e s a im ed a t
a n d to ga in a ge n e ra l un de rst a n d in g o f
socially connec ted and respec ted those inf luencing social networks and the
spread of ideas and attitudes 3 to help make decisions about which groups and
people with whom they could work with.
problem have been identif ied, managers can star tlooking for solutions to ensure
that the problem doesn9t become a recurring one.
SWOT a nalysis is a strategic planning technique
us ed to help a person or organization identify
. . . .
G S WO T A nalysis str e n g ths , we a kn e ss e s , oppor tu niti e s , a n d
thre a ts re l a t e d to b usin e ss c omp e tition or
projec t planning.
C h a n g e is a n in e vit a b l e p a r t o f c ommunity
work .
S . W.O . T- S tre n g th , Wea kn e ss , O ppor t uniti es ,
reats
hen do you use SWOT ?
W
•Determine where change is possible. If you are at a junc ture or turning point , an
inve ntor yo f your stre n g ths a n d wea kn e ss e s ca n re vea l prioriti e s a s we ll a s
possibilities.
•Adjust and ref ine plans mid-course. A new oppor tunity might open wider avenues,
while a new threat could close a path that once existed.
•SWOT also of fers a simple way of communicating about your initiative or program
a n d a n e xce ll e nt wa y to orga niz e in form a tion you ' ve ga th e red f rom stu d i e s or
su eys.
•Ask par ticipants to answer these simple questions: what are the strengths and
weaknesses o f your group, community, or ef fo r t, and what are the oppor tunities
and threats facing it?
.
H Ca e sian Graph T his t e c hniqu e is a g roup e v a lu a tion o f
program or organization
a
•A graph with two axes is drawn. T h e ver t
ical axis is labelled <what we have= on
top and <we don9t have= on the bottom.
•T he horizontal axis is labelled <what we want= on the right side and <we don9t
want= on the left
•In brainstorming fashion, dif ferent aspec t o f the entity being evaluated are
called out by the pa icipants and placed on the graph through consensus
•Desirable aspects are placed more to the right; undesirable ones closer to the
left
•Existing ones closer to the top and non-existing ones closer to the bottom
. t k holder
I S a e •A st a k e hol d e r c a n b e a nyon e who h a s
int erests in or is af fec t ed by the ac tivities
Analysis using Venn
involved.
Diagram
•A Venn diagram can help visualize relationships between individual, community,
and organizational or institutional resources.
• ese maps usually show the community in the center with circles representing
dif fe r e nt r e sour ce s within th e c ommunity. O r ga niz a tions , age n c i e s , a n d
•T h e impor t ance or quality o f the impac t each resource has on the community
is shown by the size its circle and its distance from the community. Interesting
d if f
e re nce s will e m e rge if m e n a nd wom e n d ra w a nd de ve lop s e p a ra t e Ve nn
environments.
•T he walk can take 1-3 hours, but advance planning is impor tant to identify
o bjec tives and metho ds. You will need several large sheets o f construc tion
paper and markers, then:
rocess
P
•Explain the purpose of a transect to the people. In consultation with the community members, def ine
the list of indicators that will be analyzed during the walk. Involve them in the decision-making process
regarding the transect path you should take.
•Let the people show you their village by following the transec t path that was agreed upon. Do not
h esitate to make modi f ications i f it is required. Also carr yth e list of parameters an d preferably th e
resource map for the walk. It is a useful reference during obse ation and discussions en route.
•Obse e the surroundings. Encourage people to explain things as you move. Take detailed notes.
•If necessar y, stop at cer tain locations for detailed discussions on emerging issues. Use this oppor tunity
to clarify issues emerging from the social map, resource map and other methods.
•Collect and bring some leaves, grass, etc. which you f ind interesting but are not familiar with. It helps
to refer to them in discussions that will follow and also in documentation.
•Afte r re turnin g, dra w th e tra nsec t on a la rge sh ee t of pa pe r. Le t th e loca l pe ople ta ke th e lead in
dra win g th e tra nsec t di agra m. U se your not e s a n d th e not e s of oth e r me mbe rs of th e tra nsec t t ea m
contexts.
•Appreciative Inquir yis an approach to organizational change which focuses on
strengths rather than on weaknesses - quite dif ferent to many approaches to
evaluation which focus on de cits and problems.
•Appreciative Inquir y(AI) is a group process that inquiries into, identif ies and
f ur t
her develops the best o f <what is = in organizations in order to creat e a
better future. Often used in the organization development f ield as an approach
•DISCOVER: What gives life? What is the best? Appreciating and identifying
processes that work well. T he identif ication of organizational processes that
work well.
•DREAM: What might be? What is the world calling for? Envisioning processes
and results, and how things might work well in the future.
. t ps in Project Management
A S e
Project Implementation
•Inte entions (se ices and activities) are carried out .
•Regular assessments are done to ensure that the project is on track
End of Project
•› End of inte entions
•› Project achievements are assessed
PROJECT PLANNING AND THE LOGICAL FRAMEWORK
. t ps in Project Management
A S e
Af et r Project
•B e n e f it s / imp a c t o f th e proj e c t on th e live s o f th e p e opl e a re
assessed
mpact
I
ogical
e L pro b l e m solvin g a ppro ac h whi c h t a k e s into
Framework ac c ount th e vi e ws o f a ll st a k e hol de rs . I t a lso
It is a m eans b y which ag reem ents of projec t stakehol ders (m anagem ent , staf f , and clients) are reached and integrated
at the end of the planning process. e whole plan of the projec t is incorporated into a b rief d ocum ent .
ac tivities.
It can also se e as a basis to determine if the projec t is being implem ented smoothly in accordance with the plan and in
the long run, to determine if the projec t was able to address the problem or need it was supposed to solve or meet .
D. Formulation of Ob jec tives
T h rough the LogFrame, the projec t objec tives are clearly presented from the simplest or lowest to the more complex or
higher (hierarchical). More impo antly, the LogFrame helps make the organization of objec tives logical.
E. De nition of Ind icators of Success
Because it is required that the det ails of the ob j ec tives are c l early present ed , the LogFram e will def ine whether or not
e LogFram e requires that statem ents on where to nd and how to measure indicators of success be explicitly de ned.
PROJECT MONITORING
AND EVALUATION
n earlier topics, you were introduced to the Logical Framework . You have created a
O
provides information on the progress of goal and objec tive attainment and overall
8health9 of your projec t . Evaluation measures results and impac ts of the projec t .
is topic will guide you on the basics of making a projec t monitoring and
evaluation plan.
M onitoring and Evaluation System (MES)
ser ves as feedback system o f pro grams
W hy Monitor a n d proj e c ts , it up d a t e s us a b out th e
hy Evaluate?
W
s o f Evaluation: Evaluation measures
U e
•Qualitative methods
•Quantitative methods
Q ualitative methods
Pa r ticipant obser vation 3 when the evaluator simply obser ves and writes down
his obse ation without asking questions.
•In- depth int er views 3 where the evaluator us es guide questions ( open-
ended questions) in gathering data from key respondents.
knowledge, attitude and/or skill of the subjec ts. T he use of these methods is
summarized in the tables that follow
PROJECT PROPOSAL
MAKING
A g ood projec t proposal is a sure way to catch the attention of approving authorities,
suppo ers, and funding agencies. Competition is sti for limited and restric ted
fund ing .
It is therefore a must that your projec t proposal has all the elem ents needed and is
truly responsive to the felt needs of your target pa icipants or bene ciaries with
e ciency and e ec tiveness in mind .
A project proposal outlines your project9s
c ore va lu e proposition . I t s e lls va lu e to
s t a k e h o l d e r a n d p ro j e c t s p o n s o r
Proposal
a tt e ntio n . O n c e yo u h a v e p e o pl e 9 s
a tt e ntion , th e n e xt st e p is ge ttin g th e m