Review and make proposals on HESFB Vision & Mission Statements and Core Values Agree on the HESFB SWOT & PEST Analysis Identify & Agree on the key strategic issues and priorities for HESFB to focus on in the next five years Identify the Goals, Objectives and Strategic Interventions/actions to support implementation of the strategic priorities identified

1. Project Planning & Management
Workshop
8th April 2021

2. Session 1: Project Planning & Management
To promote standardized service delivery with a focus on Monitoring and
Evaluation, Gender Mainstreaming and Documentation.

3. ► Understanding quantitative
and qualitative data
► Analyzing quantitative data
► Using qualitative data
► Pros and cons of
quantitative and
qualitative data
► Conclusion
Agenda
3

4. Objectives of
this Strategic
Planning retreat
4

5. What we intend to achieve
A. Review and make proposals on HESFB
Vision & Mission Statements and Core
Values
B. Agree on the HESFB’s SWOT & PEST
Analysis
C. Identify & Agree on the key strategic issues
and priorities for HESFB to focus on in the
next five years
D. Identify the Goals, Objectives and Strategic
Interventions/actions to support
implementation of the strategic priorities
identified.
5
5/23/2023

6. Facilitated by
A. Review and make proposals on HESFB Vision &
Mission Statements and Core Values
B. Agree on the HESFB SWOT & PEST Analysis
C. Identify & Agree on the key strategic issues and
priorities for HESFB to focus on in the next five
years
D. Identify the Goals, Objectives and Strategic
Interventions/actions to support implementation
of the strategic priorities identified
Workshop Objectives

7. Self Introduction (B)
Participants to introduce yourselves
individually by making three
statements about yourselves.
Two should be true–something the
others do not know--and one a lie.
Have the rest of the team guess
which statement is the lie.
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7

8. Help us to plan to succeed
Success House
“Help Us To Exceed Your Needs & Expectations
Know More
About Your
Expectations
We seek your views and expectations to ensure that we
have a common understanding of what the workshop will
deliver.
Sharing Views
and Ideas
Much is going to come from you as you have hands
experience on specify issues affecting you
Our role ideally is to facilitate a Brainstorming discussion
Assisting us
to continuous
improve
Help us to continuous improve by giving us a feed back on
our presentation with the use of the workshop evaluation
assessment or directly talking to us
Setting the
Ground Rules
Together we can set ground rules that will make this training
successful

9. 9
Ground Rules
This is a Workshop not a Class Session
► Participation is crucial
► YOU will define your STRATEGY
► OUR Role is to facilitate
We have assumed:
► We are all adults
► For the duration, we are all equal
► Feel free to express your view as well as respect other
views

10. Ground Rules
For the entire Workshop you are
urged to:
► Leave your title at the door
► Everybody is right
► Raise your issues
► Think beyond today’s constraints
► Imagine
► Listen
► Look at the Big Picture

11. Taboos
► That won’t work here
► I’ve heard that somebody else tried it and failed
► We/our Directorate are not ready for this
► We’ve tried that before
► This is too risky
► We need more data/time (we always will)
► Management will not buy this
► We do not have the experience to decide that
► It might work for them, but we are different
► We need to do more analysis (we always will)

12. Think About this!
•The future is not some place we are going to, but
one we are creating. The paths to it are not
found, but made, and the activity of making
them change both the maker and the destination.
•The future is not the result of choices among
alternative paths offered in the present - it is a
place that is created - created first in the mind
and will….created next in the activity.

13. Your Expectations as an
individual

14. Key steps in the
Strategic
Planning Process
14

15. Introduction
► Strategic Planning? Involves a series of discussions and
decisions among key Stakeholders about what is truly
important for an organization.
► It is a disciplined effort to produce fundamental decisions
concerning: Mandate, Mission, Products/service level, Costs
and Finances, Management and Organizational Design ……
► The HESFB Strategic Plan will describe and communicate
the Organization Goals, Objectives, and Strategies needed
to achieve those Goals and Objectives in the next five years
15
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16. Benefits of Strategic Planning
► Make today’s decisions in light of their
future consequences
► Develop a coherent and defensible basis
for decision making
► Stimulates HESFB to think strategically
► Solving major organisation challenges and
improve performance
► Creatively and collectively examine
alternatives in reaching the HESFB Vision
► Dealing effectively with rapidly changing
environment/ circumstances
► Building team work and experience
► Agreeing on a vision of what HESFB wants
to be and do in the coming years( 5 +)
16
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17. Key Steps in the Strategic Planning
Process
STEP ONE:
Developing an initial agreement concerning
the Strategic Planning effort, in terms of:
Purpose, form and timing, roles and
functions, and Commitment of the necessary
resources to support the process (Done)
STEP TWO:
Identification and clarification of mandates:
the musts confronting the organisation (know
what pursuits are allowed and not allowed(
Done)
17

18. STEP THREE:
Development / Review /Clarification of HESFB Vision,
Mission and Values in tandem with the mandate which
provides Social justification for its existence
18
STEP FOUR: Environmental Scan / Assessment
► External Environmental Assessment : to identify
opportunities and threats (Political, Economic, Social
and Technological trends may be assessed
► Internal Environmental Assessment : to identify the
strength and weaknesses (Organizational resources
(inputs), present strategy (processes) and
performance (output
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19. STEP FIVE: Identification of Strategic Issues
and Objectives
► Strategic Issues are fundamental policy
questions affecting HESFB’s Vision, Mission,
Purpose And Values, Service Delivery To The
Target Group, Beneficiaries, Clients or Users,
Financing, Management and Leadership of the
Organisation.
► Strategic issues emborde conflict. Conflicts
may be over ends (what), means (how),
philosophy (why), location (where), timing
(when) effects of the organisation activities on
beneficiaries (who).
19
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20. Characteristics of Strategic Issues
► Represent a fundamental choice to be made at the
highest levels of the Organisation focusing : on
what will be done, who will be served, and by whom
services will be provided.
► Have no obvious best solution. If there is an
obvious immediate solution to an issue, then
question is why it has not been implemented before.
► Must be something HESFB can address/ handle. If
an issue cannot be addressed by the Organisation
then it may be strategic, but not at the organization
level.
20
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21. Examples of Strategic Issues
A. How does HESFB ensure financial and
organisational sustainability.
B. what kind of services/ resources will her
Partners contribute to the organisation.
C. How does HESFB ensure efficiency and
effectiveness in loan recovery.
D. What strategies should HESFB use to
increase the numbers (students, courses,
Universities, Partners….
E. Which innovative services should HESFB
be providing to both clients, Partner and
users.
21
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22. STEP SIX: Development of Organisation Goals and
Objectives
► Objectives and Goals are the heart of the strategic plan.
► They are the plan of action - what HESFB intends to "do"
over the next five years. They are statements about what
HESFB wishes to achieve in a given time
► So in setting objectives think about how HESFB can be
developed through:
a) Increasing the skills of its people, in capability level and/or quantities
b) Improving facilities and equipment and logistical support
c) Increasing the range of products and services and increasing their value
to the end users
d) Increasing the number of locations through which products and services
are available/ assessed
e) Increasing the community's/ stakeholder awareness of HESFB and its
products and services
f) Increasing funding sources that allow all or any of the above
22
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23. STEP SEVEN: Strategy
Development
► Strategies/Strategic
interventions/strategic actions
are developed to deal with the
Strategic issues identified
► Strategies indicates how
Human, Financial and other
resources will be deployed in
order to achieve agreed
objectives
► Strategies explain how the
objectives will be achieved.
23
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24. Key steps Cont’
STEP EIGHT:
► Developing a
Logframe
► Strategic plan can be
summarised for clarity
and to show how
activities are linked to
the strategies and
strategies are linked
to objectives
24
STEP NINE:
Developing an
M&E
Framework
STEP TEN
Developing an
Implementation
Plan
STEP Eleven:
Developing a
Resource
Mobilization
Strategy
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25. REMEMBER
YOU CAN SEE A
LOT BY JUST
LOOKING
YOU CAN HEAR
A LOT BY JUST
LISTENING
5/23/2023
25

26. Conclusions: Survival Tactics in RM
 Know your mission- Do not compromise your
values.
 Long-term RM has to be planned.
 Effective internal and external communication.
 Investing in its own growth.
 Making friends- “RM is friend raising” Building
relationships with community and supporters.
 Servicing the funders and sustaining their
support.
 It is not a one off attempt- it takes time.
 Focus on why you need the resources.
 Leadership is key.
5/23/2023
26
PCI/LASPs Training/Governance
& Rss Mob

27. It is time LASPs embrace thinking new!
5/23/2023
PCI/LASPs Training/Governance
& Rss Mob
27

28. Evaluation
What are the key points of this module?
–What did you find most useful?
–What can we improve upon?
–Other items you want us to cover or
share in future?
5/23/2023
PCI/LASPs Training/Governance
& Rss Mob
28

29. PCI/LASPs Training/Governance
& Rss Mob
29
5/23/2023

30. 30

31. Plot 448, Kisaasi-Kulambiro Road, Kampala
EASSI Building, Opposite Ntinda View College,
P.O Box 70200, Kampala,
Telephone: +256 772 555 931/+256 772593 891
Email: tbomageni@promiseconsult.com,
jnyakana@promiseconsult.com
Website: www.promiseconsult.com
5/23/2023
31
PCI/LASPs Training/Governance
& Rss Mob
Igniting Human Self-potential
Contacts

32. Reflections:
Story of the Eagle
32
5/23/2023

33. Official Opening Ceremony