The document outlines the process for developing an action plan, including setting the scene, identifying factors for success, and adding details. It discusses key elements like goals, objectives, outputs, and activities. Participants work through examples and develop their own action plans, which are presented for feedback. The process aims to help participants understand action planning, identify elements for their own plans, and draft, present, and revise the plans.

1. Planning
Mark Bell
(Based on work by Mark Bell and Paul Marcotte)

2. Objectives: what will we do?
1. Understand the elements of an Action plan
2. Identify the key elements for your plan
3. Draft, present and revise your Action Plan

3. Disclaimer
1. Many of you know a lot about planning.
2. Don't get caught on terminology.
3. This is an opportunity to share ideas and do
some planning

4. Presentation structure
Introductions and expectations
1. What is a plan?
2. Why plan?
3. Types of plans
4. Creating your Action Plan
1. Set the scene
2. Factors influencing success (SWOC)
3. Add the detail
5. Share
6. Revise
7. Finish

5. Planning
Mark Bell and Paul Marcotte

6. Presentation structure
1. What is a plan?

7. 1. What is a plan?
• What is your definition?
• Definition
“A Plan is a method of getting from one set of
circumstances to another.”

8. 1. What is a plan?
PlanA
Present Scenario
B
Future Scenario
An Action plan is the detail of how you will get there

9. 1. What is a plan?
• How common is planning?
PLANA
Home
B
NARC
• Everyday!

10. Planning
1. What is a plan - example?
PLANA
National markets
B
International markets

11. Presentation structure
1. What is a plan?
2. Why plan?

12. 2. Why have a plan?
Activity. In teams of 5. Two observers and 3
project implementers.
Undertake the "project" in two parts.
1) In 1 minute see how much of the "project"
you can assemble.
2) Finish the project

13. 2. Why have a plan?
Activity.
What difference did seeing the picture make?
How is seeing the picture like having a plan?

14. 2. Why have a plan?
1) Clarity
2) Efficiency
3) Buy in

15. 2. Why have a plan?
Get the whole picture and so improve
Clarity Efficiency Buy in

16. Presentation structure
1. What is a plan?
2. Why plan?
3. Types of plans

17. 3. What are the types of plans?
1. Business
2. Building
3. Strategic
4. Action
5. .......?

18. Presentation structure
1. What is a plan?
2. Why plan?
3. Types of plans - About Action plan
4. Creating your Action Plan

19. 4. Creating your Action Plan
• This workshop will focus on developing an
Action Plan

20. Step 1
Step 2
Step 3
Step 4
An Action plan sets a
• goal with objectives
• Identifies outputs and shows
1. What needs to be done to get there,
2. Who is involved
Goal
4. Creating your Action Plan
Start

21. Example
OUTPUT 3
Roof
Output 3 Activities
Blah blah blah
OUTPUT 1
House foundation
Output 1 Activities
Buy land,
Level block,
Put in boxing
pour concrete, etc.
OUTPUT 2
House walls
Output 2 Activities
Blah blah blah
These outputs must all be achieved if the
objective is to be achieved.
Planning - simple logical steps
Objective. A better house

22. 5. Creating an action plan
What’s the difference between a goal and an objective?
A goal is a broad statement - You contribute to a goal
Example: improve food security in the Punjab.
An objective is specific and measurable - You can achieve
an objective
Example: 50% of farmers adopt the new variety by
2016.

23. Planning
• True or False?
• There is no single correct plan.

24. Presentation structure
1. What is a plan?
2. Why plan?
3. Types of plans
4. Creating your Action Plan
A. Set the scene

25. 4. Creating your Action Plan
• Part 1: Set the Scene - what we will do...
A. Describe the project (1-2 sentences)
B. Define project goal
C. Define objectives and outputs
D. Set (or estimate) an end date
E. (Later we define activities)

26. Planning
A simple example
• You are asked to help primary school students
better understand the principles of
aerodynamics by providing them with the
design for a "good" paper plane.

27. 4. Creating your Action Plan
Example - Paper plane. Part 1: Set the Scene
A. Describe the project (1-2 sentences)
A. as given
B. Define project goal
A. Improve school children understanding of aerodynamics.
C. Define objectives and outputs
A. Review available plans
B. Build and test
C. Evaluate and provide best plans
D. Set (or estimate) an end date
A. Next week

28. Planning
• Now Your example Step 1 - setting the scene

29. 4. Creating your Action Plan
• Part 1: Set the Scene. Now you will
A. Describe your project (1-2 sentences)
B. Define projects goal
C. Define objectives and outputs
D. Set (or estimate) an end date
E. (Later we get in to activities)

30. 4. Creating your Action Plan
Set the scene
A) Describe the project - first individually and then discuss
with neighbor(s)
1. Your topic of interest? Who's the audience?
2. What is the problem or need you are addressing? What
do you want to change?
3. How will you know you are successful? What will be
different?
(Commodity projects can use the calendar exercise.)

31. 4. Creating your Action Plan
For commodities: Value Chain
– Draw a Calendar of events
– Identify where the problems and needs are
– Identify the option(s) you recommend
– What and who needs to be involved for the option
to be successful (consider, credit, inputs,
knowledge access, marketing, transport, etc.)

32. 4. Creating your Action Plan
Part 1. Set the Scene
A) Describe the project (1-2 sentences) target
group, problem to address..
Based on your work above, draft your project
description

33. 4. Creating your Action Plan
Part 1: Set the Scene
Bottom Page 6.
• What and who else needs to be involved for
success?
Page 7.
A) Describe the project (1-2 sentences)
B) Define your project goal (What's the larger goal
you are contributing to?
Discuss with a neighbor

34. 1. What is a plan?
PlanA
Present Scenario
B
Future Scenario
Other players and factors needed for success

35. 4. Creating your Action Plan
Part 1: Set the Scene.
C) Identify your objectives and outputs
Step 1
Goal
Start
Step 2
Step 3
etc
Page 7. Brainstorm the major 5-10 steps you need to do to be
successful?

36. Use post-its or think of the logical steps involved?
5. Creating an action plan

37. Cluster related
activities into 3-4
groups?
Outputs are the
clusters of related
activities.
5. Creating an action plan

38. 4. Creating your Action Plan
C) Identify your objectives and outputs
• Fill in the form and discuss with a neighbor.
• Output at the end of the project we will....
Step 1
Goal
Start
Step 2
Step 3
etc

39. 4. Creating your Action Plan
Finish page 9. Summary of what we have done so far.
• Project Description: ___________________________________
• Project goal: ______________________
• Project objectives: ____________________________________
• Project outputs: At the end of the project we will
_____________________________
(What will success look like?)
• Project target date: __________ (when will this be done by?)

40. Presentation structure
1. What is a plan?
2. Why plan?
3. Types of plans - About Action plan
4. Creating your Action Plan
1. Set the scene
2. Factors influencing success (SWOC)

41. Planning
• Your example Step 2 - considering factors that
will influence your success

42. 1. What is a plan?
What will influence my ability to implement my
plan?
PlanA
Present Scenario
B
Future Scenario

43. Step 2. Important factors
Situation Analysis. What is a SWOC?
• S = Strengths
• W= Weaknesses
• O = Opportunities
• C = Challenges
What do I have to take in to account to be
successful?

44. Step 2. Creating an action plan SWOC
Strengths Weaknesses
Opportunities Challenges
Strengths and Weaknesses - Internal
Opportunities and Challenges - External

45. Step 2. Important factors
Situation Analysis. What is a SWOC?
• S = Strengths
• W= Weaknesses
• O = Opportunities
• C = Challenges
What do I have to take in to account to be
successful?

46. Step 2. Important factors
Do you need to change your goals or objectives
based on the SWOC analysis?

47. Objectives: what will we do?
1. Understand the elements of an Action plan
2. Identify the key elements for your plan
3. Draft, present and revise your Action Plan

48. Presentation structure
1. What is a plan?
2. Why plan?
3. Types of plans - About Action plan
4. Creating your Action Plan
1. Set the scene
2. Factors influencing success (SWOC)
3. Add the detail

49. Planning
• Your example Step 3 - Adding the detail

50. 4. Creating your Action Plan
Objective Activities
(What will
be done)
Who will
implement
By
when
How know
achieved
Literature
review
Locate
other
organic
manuals or
materials
Ag. Specialist August List of
publications
etc.
Part 3 continued. Example portion Action Plan

51. 4. Creating your Action Plan
Objective Activities
(What will
be done)
Who will
implement
By when How know
achieved
Part 2 continued. Now create your full action plan
Present your plan to the group

52. Planning
• Draft your plan on a large sheet of paper to
share with others. Include
• Goals
• Objectives
• Outputs
• Major activities for each objective

53. Reflection
Write a couple of sentences about what you
thought of today?
• What was interesting or new or suggestions or
....?

54. Planning - Day 2.1
Mark Bell
(Based on work by Mark Bell and Paul Marcotte)

55. Day 2
1. What did we do on Day 1?

56. Recap
Introductions and expectations
1. What is a plan?
2. Why plan?
3. Types of plans
4. Creating your Action Plan
1. Set the scene
2. Factors influencing success (SWOC)
3. Add the detail

57. Recap: objectives
1. Understand the elements of an Action plan
2. Identify the key elements for your plan
3. Draft, present and revise your Action Plan

58. Recap -
suggested Planning example
e-Pak Ag
Goal
• Improve farmer access to credible, relevant
information (through the use of ICT)
Objectives
1. Review existing ICT efforts and where farmers get
information now
2. Identify opportunities to enhance efforts (topics,
sources, packaging)
3. Share "good" practices

59. Presentation structure
1. What is a plan?
2. Why plan?
3. Types of plans - About Action plan
4. Creating your Action Plan
1. Set the scene
2. Factors influencing success (SWOC)
3. Add the detail
5. Share
6. Revise
7. Finish

60. Planning
Share - Draft your plan on a large sheet of paper
to share with others. Include
• Goals
• Objectives (and Outputs)
• Major activities for each objective
We will mix the groups.
Present your plan to your "new" sub group (5
minutes presentation + 5 feedback)
Collect feedback

61. Planning
Speaker 1. 10.50-11.00
Speaker 2. 11.00-11.10
Speaker 3. 11.10-11.20
Speaker 4. 11.20-11.30
Speaker 5. 11.30-11.40

62. Planning
What did people do well?
Which areas were less good?
Goal
Objectives (outputs)
Activities

63. Planning
Practice makes....
perfect

64. Presentation structure
1. What is a plan?
2. Why plan?
3. Types of plans - About Action plan
4. Creating your Action Plan
1. Set the scene
2. Factors influencing success (SWOC)
3. Add the detail
5. Share
6. Revise
7. Finish

65. 6. Revise your Action Plan
None changes you would make to your plan
Timeline?
Gantt chart

66. 6. Revise your Action Plan
Gantt chart
January February March April
Activity1 Xxxxxx Xxxxxxx
Activity 2 Xxxxxx Xxxxxx
Activity 3 Xxxxx
Etc.

67. Presentation structure
1. What is a plan?
2. Why plan?
3. Types of plans - About Action plan
4. Creating your Action Plan
1. Set the scene
2. Factors influencing success (SWOC)
3. Add the detail
5. Share
6. Revise
7. Finish

68. Objectives: Why were we here?
1. Understand the elements of an Action plan
2. Identify the key elements for your plan
3. Draft, present and revise your Action Plan

69. 7. Finish
Summary:
You have now all developed
• An Action plan
• Your action plan details
“who will do what, when and how”
• Final comments
• Evaluation
• "Graduation"

70. • Thank-you and have great trip home!