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Before starting a CAP process : Pre- planning phase and process or team charter

Before starting a CAP process : Pre- planning phase and process or team charter. Photo : P.N. Cascada de Basaseachic - CONANP . Pre- Planning phase. 1.- Define objectives and assess if your team has the required capacity . . Why do we need a plan?

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Before starting a CAP process : Pre- planning phase and process or team charter

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  1. Beforestartinga CAP process: Pre-planningphase and processorteamcharter Photo: P.N. Cascada de Basaseachic - CONANP

  2. Pre-Planningphase • 1.- Define objectives and assessifyourteam has therequiredcapacity. • Why do weneed a plan? • Whoispromotingthiseffort and which are our roles and responsibilities? • Whereistheprojectlocated and whatisitsscope? (Geographicorthematicfocus)

  3. Pre-Planningphase • 1.- Define objectives and assessifyourteam has therequiredcapacity. • Do wehavetheadequatecapacitytobegin a planningprocess? • Selectinganinitialprojectteam, including a team leader, coremembers and advisors • Which are thecorecapacitiesthateachmemberbringstothiseffort? • Do wehavesufficientfunding? • Do wehaveadequateinformation? • Whatotheravailableresources do wehave? (Equipment, infraestructure)

  4. Pre-Planningphase 2.- Evaluateadequateconditionstoensure a successfulprocess • Which are adequateconditionsfor a successfulprocess? • Define your “Central orCorePlanningTeam” • Capacityto plan • Someone has beentaskedtofacilitatetheprocess (Planner) • A methodologicaladvisoror coach isavailable (define therequiredlevel of support) • Technicalsupportstaff • Time • Whatproducts do weexpect? • Whatmethodwillwe use? • Whoparticipates in variousprocessphases?

  5. Theprocessorteamcharterhelpsestablishbasicagreements in writing, before a planningprocessbegins. What is a process or team charter for? • It helps process promoters be explicit about the expected products, responsibilities, time, available resources, etc. • It helps ensure continuity in case staff changes occur during the process. • It is a useful resource for producing communication materials to share what the process is about with other stakeholders, since it summarizes the most relevant aspects of the planning process.

  6. Pre-Planningphase 3.- Drafting a ProcessorTeamCharter • Introduction • Whyconductplanningprocess? • Project description • Previousplanningexercises • Processobjectives • Scope • Methodology • Products • Coreplanningteamdirectory • Roles &responsibilities • Potentialprocessparticipants, byprocessphase • Project duration • Work plan to complete process • Financialinformation (budget & fundingsources) • Bibliography

  7. Best practices • Hold a capacity assessment meeting • Define your planning team • Define roles & responsibilities • Draft a Process or Team Charter (considering the adequate level of detail, based on your needs)

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