This document provides guidance on project planning and management. It outlines the key steps in the planning process, including building a team, setting goals and objectives, conducting a SWOT analysis, creating a project plan, planning promotion and funding, implementation, and assessment. It also discusses tools that can be used for futures thinking, writing measurable objectives, creating timelines and action plans, collecting and analyzing data. Finally, it provides a case study example of planning for a new public health program and has attendees practice developing deliverables for potential programs to demonstrate their understanding of the planning process.

1. Project Management
Planning solutions for busy Mu Chi Sorors
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2. Crashed and Burned
We’ve all had an experience with bad planning

3. FOR THIS SESSION
OUTCOMES

4. Outcomes for this
session
Learn steps of the planning process
Employ futures thinking
Create a plan for an event or project
Explore planning strategies and tools

5. PLANNING

6. Steps of
Planning Process
Build a Team
Goals and Objectives
SWOT
Project Plan
Promotion
Funding
Implementation
Assessment

7. CASE STUDY
LA County has given unlimited
funding for the development of a
new program designed to prevent
STD transmission in young adults

8. BUILD A TEAM
IDENTIFY INNOVATORS AND DETRACTORS

9. TEAM
INNOVATORS: Look for individuals with
imagination and special skills
STAKEHOLDERS: Community, Collaborators,
Sponsors, Organization
Target Audience: Seek input consistently to
ensure you meet their needs; test products

10. FUTURES THINKING

11. Futures ThinkingPREPARE YOUR MIND
ASK FUTURE QUESTIONS
LOOK BACK TO LOOK FORWARD
IDENTIFY CHANGE DRIVERS

12. Futures Thinking
LOOK BACK TO LOOK FORWARD
PAST
• STD
TREATMENT
20 YEARS
AGO
PRESENT
• STD
TREATMENT
NOW
FUTURE
• STD
TREATEMENT
10 YEARS
FROM NOW
Take a marker and on this timeline
write things and place them in
chronological order

13. GOALS AND OBJECTIVES

14. Goal versus Objective comparison chart
Goal Objective
Meaning The purpose toward which an endeavor is directed. Something that one's efforts or actions are intended to
attain or accomplish; purpose; target.
Example I want to achieve success in the field of genetic
research and do what no one has ever done.
I want to complete this thesis on genetic research by the
end of this month.
Action Generic action, or better still, an outcome towards
which we strive.
Specific action - the objective supports attainment of the
associated goal.
Measure Goals may not be strictly measurable or tangible. Must be measurable and tangible.
Time frame Longer term Mid to short term

15. Tools
Action Verbs
How to write measurable objectives

16. MEASURABLE GOALS & OBJECTIVES
(ACTOR) WILL (ACTION VERB) IN ORDER TO (OBJECTIVES)
By the end of the STD Program, young adults will
be able to:
Objective: Define major STDs and symptoms in order to
determine if they may have contracted an STD
MEASURE: Shorter delay to treatment by population
Objective: Use condoms in order to prevent contracting
an STD
MEASURE: Drop in STD rates for population by 6%
the first year

17. Think about SWOT Analysis

18. SWOT Analysis
Strengths of the current program
Weaknesses of the current program
Opportunities for the current program
Threats to the current program
Brainstorming SWOT categories for Case Study

19. A TOOL TO HELP YOU THINK OUTSIDE OF THE NORM
FUTURES THINKING

20. PRIORITIZE THREATS AND OPPORTUNITIES
Futures Thinking

21. ACTION ROADMAP
SHORT TERM MEDIUM TERM LONG TERM
G
O
A
L
S
Futures Thinking

22. Tools
Institute for the Future
http://www.iftf.org/home/
Public Health 2030
http://www.altfutures.org/projects/public-health-2030/

24. TIMELINEProductivity Tools and Action Plans

25. Tools
Martina Project Formhttps://drive.google.com/open?id=0B3PGPJsoUbFZOEtyMHNaQlVkQ1Iyel9ZUUJWeHFLU0tLd0pn
Go Live Timelinehttps://drive.google.com/open?id=1jBd92FXOg_trgSqYT8tCFlujtIvBpe9_3ZDiKLVJGFo
Productivity software
https://zapier.com/blog/free-project-management-software/

26. Funding
HOW LONG DO YOU NEED IT?

27. PROMOTION
MARKETING PLAN

28. ASSESSMENT

29. Assessment Reports
Measurable Goals/Objectives
Return on investment
Marketing Effectiveness
Overall Plan
Readiness for future endeavors

30. ASSESSMENT
COLLECTING AND USING DATA

31. Types of Measures
Data Collection: Attendance, Usage
Observation: Measure treatment
Focus Groups: Audience feedback
Questionnaire: Evaluations

32. Tools
Google Forms
Paper Evaluations
Analytics (social media)
Clickers

33. Using Data
Present findings and recommendations
Prioritize findings/needs
Decide what to do
Develop revised plan of action

34. TIME TO PRACTICE!

35. WHO GETS FUNDED?
Divide up into three groups
Boys and Girls
SIDS Awareness
Sickle Cell Disease

36. DELIVERABLES
1. Target population- identified stakeholders-
sponsors- target population age and location and
habits
2. 2 objectives for the program (measurable)
3. How you will advertise and fund
4. Brief timeline of action
5. How will you assess the program
15 minutes working ; 3 minutes to report out

37. 3 minute
Elevator Speech

38. FUNDED
WHO GETS
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39. Winner!

40. THANKS FOR COMING!

41. QUESTIONS?
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