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Organization Development and Management Toolbox for Strategic Planning

Explore organizational skills, administrative systems, project planning, and strategic planning using problem analysis, stakeholder identification, and program design. Learn how to implement an effective monitoring and evaluation strategy to achieve your objectives.

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Organization Development and Management Toolbox for Strategic Planning

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  1. PLANNING AND ORGANIZATIONAL DEVELOPMENT Management Toolbox The National Democratic Institute

  2. ICEBREAKER/INTRO/ GROUND RULES • Intro • Ground rules • Ice breaker exercise

  3. OBJECTIVES • Understand components of organizational structure and admin systems • Learn steps of project planning and management • Value strategic planning as an organizational development tool

  4. TOPICS • Organizational skills • Administrative systems • Project planning and management • Strategic planning • Event planning

  5. KEY TERMS • Organization • Structure • Planning • Stakeholder Photo: From Carol’s Quill

  6. ORGANIZATIONAL SKILLS

  7. ORGANIZATIONAL STRUCTURE • Governance • Operating rules • Distribution of work

  8. ADMINISTRATIVE SYSTEMS • Accounting • Human Resources • Operations

  9. PROJECT PLANNING Problem analysis Identifying stakeholders Range of options Program design Monitoring and evaluation

  10. PROBLEM ANALYSIS Using a Problem Tree Core problem Causes and effects Relationships Intervention Effects Core problem Causes There is no perfect problem tree - the point is to identify the problems and the relationship between causes and effects.

  11. EXERCISE: PROBLEM TREE • Causes • Why has this problem occurred? • What factors caused the problem? • Effects • What are the “symptoms” of the problem? • What outcomes are we hoping to change?

  12. IDENTIFY STAKEHOLDERS Identify: • Beneficiaries • Implementers • Decision-makers • Donors Analyze: • Interest • Influence • Relationships • Participation • Resources

  13. RANGE OF OPTIONS • SWOT analysis • Alternative solutions • Prioritize • Feasibility and appropriateness • Potential partners

  14. PROGRAM DESIGN • Objectives • Activities • Approach S Specific M Measurable A Achievable R Relevant T Time-bound

  15. MONITORING AND EVALUATION (M&E) • Problem analysis Baseline • Effects Indicators • Root causes Results • Core problem Objective

  16. EXAMPLE: SMART INDICATOR Negative Effect Indicator Negative Effect (of a root cause): “The citizenry is cynical about the capacity of political parties to represent their interests.”

  17. EXAMPLE: SMART INDICATOR Draft Indicator: “Increase in the percentage of the overall population that expresses confidence in political parties.” SMART Indicator: “By 2011 (time-bound), 20% over baseline (achievable) of the Honduran electorate (specific) expresses a moderate to high degree of confidence (measurable) in Honduran political parties to represent their interests (relevant)”

  18. PROJECT MANAGEMENT • Resource needs • Roles and responsibilities • Oversight • Financial management • Adapt R=Responsible to do S=Supervises I=Informed A=Approves C=Consults

  19. STRATEGIC PLANNING • Vision • Mission • Values • Strategy • Ask yourself: • Is this project in line with our vision? • Is this in line with our mission? • Is it in keeping with our values? • Does it align with our strategy?

  20. EXAMPLE: WIKIMEDIA FOUNDATION Click here for video

  21. EXERCISE: STRATEGIC PLANNING Photo: National Democratic Institute

  22. EVENT PLANING • Message • Target group • Time planning • Budget • Assignment Photo: National Democratic Institute

  23. CONCLUSION • Organizational Skills and Structure • 5 Steps of Project Planning • Project Management • Strategic Planning • Event Planning • Questions? • Feedback?

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