P. 1
Facilitator Strategic Planning

Facilitator Strategic Planning

|Views: 31|Likes:
Published by Nasser Altobi

More info:

Published by: Nasser Altobi on May 18, 2012
Copyright:Attribution Non-commercial

Availability:

Read on Scribd mobile: iPhone, iPad and Android.
download as PDF, TXT or read online from Scribd
See more
See less

03/15/2014

pdf

text

original

Policy Unit

Contraceptive Self-reliance Plus (CSR+) Strategic Planning Workshop
(Facilitator’s Manual)

Deliverable No. 31a
September 30, 2005

This report was made possible through support provided by the U.S. Agency for International Development, under the terms of Contract No. 492-C-00-03-00024-00. The opinions expressed herein are those of the author(s) and do not necessarily reflect the views of the U.S. Agency for International Development.

CSR+ Strategic Planning Workshop
Facilitator’s Manual
Developed by:

Sponsored by:

CSR+ Strategic Planning Workshop Manual

This CSR+ Strategic Planning Workshop Manual for Facilitators and Resource Persons was prepared by MSH Lead Staff and Consultants (authors) with the assistance of Mary Margaret Que and Gerard Suanes and made possible through the support provided by the United States Agency for International Development (USAID) under the terms of Contract No. 492-C-00-03-00024-00 for the Local Enhancement and Development (LEAD) for HEALTH Project of the Management Sciences for Health. The processes and approaches adopted in this Manual are methodologies used to strengthen the LGUs’ capability to respond to the challenges of AO 158 and self-reliance, and do not necessarily reflect the views of USAID.

Page 1 of 1

CSR+ Strategic Planning Workshop Manual

TABLE OF CONTENTS

Page Acknowledgements List of Abbreviations List of Annexes INTRODUCTION i

PART 1: FACILITATORS’ GUIDE
1. 2. 3. 4. 5. 6. Introduction to Workshop Management Workshop Management Workshop Cast Inviting LGUs to host a CSR+ STRATEGIC PLANNING Workshop Workshop Planning with the LGU Logistics Preparation 6.1. Workshop Venue 6.2. Room (Venue) Arrangements 6.3. Accommodations 6.4. Banquet / Food and Beverage 6.5. Equipment 6.6. Supplies 7. Day Set-Up and Logistics Arrangement 1 2 3 4 6 6 7 9 10 12 12 13

Workshop Manual

Page 1 of 4

CSR+ Strategic Planning Workshop Manual

Page 8. Workshop Activities 8.1. Ground Rules 8.2. Parking Lot 8.3. Ice Breakers 9. Workshop Flow and Sequence 10. Post Session and Post Workshop Activities 10.1. 10.2. 10.3. 10.4. Post Session / End-of-Day Activities End-of-Day Assessment Post Workshop Activities Workshop Assessment 15 15 16 17 19 38 38 39 40 41 42

11. Tips for Facilitators

PART 2: RESOURCE PERSON’S GUIDE
CSR+ Overview and Workshop Flow Guidelines on the Use of the Presentation Materials Tips for Resource Persons Compilation of Session Guides 1. 2. 3. 4. 5. CSR+ Strategic Planning Workshop Objectives Enhancing the Local Health Sector: A Framework for Decision Makers Update on LGU Initiatives/Interventions on the Health Sector DOH CSR Strategy and AO 158 The CSR Roadmap 1 6 8 10 11 13 15 17 19

Workshop Manual

Page 2 of 4

4. Financing / Resource Mobilization 6.3.1. 7. Distribution and Service Delivery Workshop Manual Page 3 of 4 . Forecasting 6. 6. 6.4.1. Identify options : LGU Planning Workshop = CSR + Plan PART 3: CSR+ STRATEGIC PLANNING WORKSHOP MATERIALS (POWERPOINT®) 1.3. 7.4. Procurement and Warehousing 6. Forecasting Financing / Resource Mobilization Procurement and Warehousing Distribution and Service Delivery 21 23 25 27 Elements of CSR+ (CSR+CSS = CSR+) 7.CSR+ Strategic Planning Workshop Manual Page 6. 3. 5. 6.2. 6.1. Elements of CSR 6.2. 7.3. CSR+ Strategic Planning Workshop Objectives and Outline Enhancing the Local Health Sector: A Framework for Decision Makers Update on LGU Initiatives/Interventions on the Health Sector DOH CSR Strategy and AO 158 The CSR Roadmap Elements of CSR 6. 2.2. Securing Anti-TB Drug Supply Vitamin A Supplementation HIV / AIDS Detection and Control (Optional) 30 32 34 36 8.

1. Securing Anti-TB Drug Supply 7. Elements of CSR+ (CSR+CSS = CSR+) and identification of options 7. Synthesis and Integration Annexes Workshop Manual Page 4 of 4 .2. HIV / AIDS Detection and Control (Optional) 8. Presentation of CSR+ Plan 10.CSR+ Strategic Planning Workshop Manual 7.3. Identify options : LGU Planning Workshop = CSR + Plan 9. Vitamin A Supplementation 7.

CSR+ Strategic Planning Workshop Manual LIST OF ABBREVIATIONS AIDS AO ARI BHS BHW BNH CBDO CBMIS CHD CPR CSR CSR+ CSS DMS DOH DPRC G DTC DTI ECCD FDC FHIS FLSW FFSW FP G2G GAD GPRA HC HES HIV Acquired Immune Deficiency Syndrome Administrative Order Barangay Health Station Barangay Health Worker Community-Based Drug Outlet Community-Based Monitoring and Information System Center for Health Development Contraceptive Prevalence Rate Contraceptive Self-Reliance Contraceptive Self-Reliance Plus Commodity Supply Security Drug Management System Department of Health Drug Therapeutic Committee Department of Trade and Industry Fixed Dose Formulation Field Health Services Information System Family Planning Government to Government Gender and Development Government Procurement Reform Act Health Center Human Immunodeficiency Virus Page 1 of 3 .

CSR+ Strategic Planning Workshop Manual HMO HRG IDU ILHZ IRA IRR IT IU IUD LAM LGU LHS MSM MWRA NEDA NFP NGO OPB PhilHealth Php PITC PLMT PNDF POPCOM Q RCSW RDF RFSW RHU SDF SES SHC SIO SK SSS STD Health Maintenance Organization High Risk Group Injection (or Intravenous) Drug User Inter Local Health Zone Internal Revenue Allotment Implementing Rules and Regulations Information Technology International Units Intra Uterine Device Lactational Amenorrhea Method Local Government Unit Local Health System (Sector) Men Having Sex With Men Married Women of Reproductive Age National Economic and Development Authority Natural Family Planning Non-Government Organization Out Patient Benefit Philippine Health Insurance Corporation Philippine Peso Philippine International Trade Corporation Philippine National Drug Formulary Population Commission Quadrant Registered Commercial Sex Worker Revolving Drug Fund Rural Health Unit Single Dose Formulation Socio Economic Status Service Implementing Organization Sangguniang Kabataan? Social Security System Sexually Transmitted Disease Page 2 of 3 .

Directly Observed Treatment Short Course Technical Working Group United Nations International Children’s Education Fund United States Agency for International Development US Dollar Vitamin A Capsule? World Health Organization Page 3 of 3 .CSR+ Strategic Planning Workshop Manual STI TB TB-DOTS TWG UNICEF USAID USD VAC WHO Tuberculosis Tuberculosis .

Introduction .

22 million come from middle and high income classes who can afford and are willing to pay for their supplies. Several consultative meetings followed to present USAID’s contraceptive self-reliance initiative to all stakeholders in the phase-down of contraceptive assistance --. In September 2002. The continuing support of USAID shall now be focused on the country’s poorest and the neediest coming from the socio-economic brackets D1 (earning roughly PhP 5. This way. condoms. Soon after. that is. IUDs and injectables. USAID has been providing 80% of the country’s contraceptive supply – pills. Dr. Several studies already show that many contraceptive users are actually willing to pay for their supplies. This was spearheaded by. the national government of the Philippines produced a draft of the Contraceptive Independence Initiative to launch the country’s bid to be more self-reliant in securing its own contraceptive supply. a multi-sectoral task force was convened by the POPCOM that led to the issuance by the DOH of a National Family Planning Program Policy in September 2001 signed by the DOH Secretary Dr. What is the history behind the country’s supply of contraceptives? Prior to this phase-down.208 and below per month). USAID assistance is increased to projects that aim to strengthen the private sector alternative source of FP services and supplies catering to the C and D groups.CSR+ Strategic Planning Workshop Manual INTRODUCTION In 1999. the government’s limited financial and human resources will be focused on the neediest. the United States Agency for International Development (USAID) initiated the program for the phase-down of its contraceptive assistance to the Philippine government. achieving self-reliance at a faster rate is vital. In response to this development. business leaders and the non-government Organizations (NGO). Injectables shall begin in 2005 and will be completely phased-out by 2008. PhilHealth and the NEDA. IUD’s is Introduction i . Thus. When shall the phasedown happen? The phasedown schedule began in March 2003 with the last shipment of condoms to the country.6 million women who use contraceptives. and will be completely phased out by 2007. POPCOM. 1/3 or 3. of 4.the donor community.291 per month) and E (PhP 5.209 to PhP 7. USAID officially announced its phase-down plan to the public. officials from DOH. amounting to around USD 3 million yearly. With the phase down already in effect amid a booming population and increasing poverty. Albert Romualdez. This policy categorically states that the Philippine Government will now assume greater responsibility for the Family Planning (FP) program of the Philippines. Manuel Dayrit. the former Secretary of the Department of Health (DOH). Phasedown of pills began in 2004.

it offers reimbursements for sterilization and IUD procedures. It aims to: (1) strengthen local level support for.6 million women of reproductive age who use modern method of contraception. Who will immediately feel the crunch? The most vulnerable to the contraceptive phase-down are the 4. LGUs should have the capacity to implement cost-recovery schemes that include a system to collect and account for fees from FP services including exemption mechanisms for the poor. budgeting. As the LGUs ensure the accessibility of FP methods for all clients given its limited resources. (c) increasing the availability of LGU financial resources for health services. and the management and provision of family planning (FP).3 million women who are currently not using modern methods but reported intent to use are also vulnerable to the contraceptive phase down. In areas where there are no private sector facilities currently available. (b) improving management and information systems for local government units (LGUs). and managing the donated supplies that remain in the pipeline over the next few years to reach the appropriate clients. Each should be equipped with an independent capacity for planning. The burden on government will be further reduced if the PhilHealth’s benefit package is expanded to include other methods such as pills.CSR+ Strategic Planning Workshop Manual planned for a later date because of the lack of availability of other brands and sources in the country. However. The government will continue to bear the main responsibility to meet the FP needs of the country. What should the country/LGU do to be self-reliant in securing its own contraceptive supply? The most important determinant to self-reliance is having the political will to foster an environment where ALL stakeholders share in the responsibility to provide a wide array of quality and affordable FP services to all Filipinos. The public sector supply 72 % of these women’s contraceptive supply. given the devolved setting of health services in the country --this capacity should be present in every LGU. tuberculosis (TB) and other selected health services by: (a) increasing local level support for FP and other health services. Another 2. Currently. it should be able to identify and mobilize resources from other institutions which can play an important role in sustaining the country’s FP program --. This strategy of capacitating the LGUs shall also work towards self-reliance in procuring their own contraceptives at a reasonable price from their own budget. Introduction ii . IUD devices and injectables. Projections show that stock-out will occur 6 months after the last shipments of these supplies. What assistance is available to LGUs to achieve this capacity? The LEAD for Health Project is a three-year project funded by the United States Agency for International Development (USAID).such as PhilHealth.

Similar to other planning processes. To discuss with LGUs possible options to develop/establish systems and structures in the LGUs for forecasting. 3. The LGU CSR Strategy enjoins the ingenuity of the LGUs to devise strategic initiatives to complement the efforts of other national and sub-national stakeholders in support of AO158. and other selected health services. and expanded private sector participation. (b) developing policies for mobilizing financing resources for services. procurement. particularly for procuring contraceptives for free distribution. LGU CSR initiatives are seen to set new directions toward increased domestic FP financing. Vitamin A supplementation and STD/HIV/AIDS programs. Introduction iii . 2. particularly. TB. One of the key activities is providing assistance for LGU’s to identify strategic initiatives to work towards commodity security/self-reliance in FP and in other health programs. These two strategic responses are deemed to ensure the establishment of essential structures for LGUs to sustain and expand the FP programs and eventually. To revisit the LGU Plans developed in the Assessment and Planning Workshop. 5. resource mobilization. To share with participants various LGU-initiated interventions toward achieving commodity self-reliance. To assist LGU teams in developing an LGU CSR+ plan to implement their respective CSR+ strategies and to identify a list of policies needed towards achieving self-reliance. The workshops are expected to build upon efforts of LGU to develop a CSR+ Implementation Plan. 4. The LEAD assistance starts with engaging LGUs in iterative processes which aims: 1. and (c) improving legal and regulatory policies for health service delivery.CSR+ Strategic Planning Workshop Manual and (d) improving the quality of FP. the health programs in the years to come. securing commodity/achieving self-reliance as a strategic intervention to sustain and expand the local health programs. and distribution of commodities/service delivery to ensure self-reliance in the FP Program and to secure commodity supplies for TB. and the performance of service providers. LEAD Project will principally provide Technical Assistance (TA) to the local government units (LGUs) in order to achieve the objectives described above. resource mobilization. the LGUs will undertake series of workshops to identify their options and develop an implementation plan whereby specific activities are defined to establish CSR strategies and policies. LEAD will also (2) support the improvement of national-level policies to facilitate efficient delivery of quality FP and selected health services by LGUs. Vitamin A supplementation and STD/HIV/AIDS programs. and distribution of commodities and service delivery in order to achieve self-reliance in the FP Program and to secure commodity supplies for TB. To assist LGU teams in assessing their respective CSR+ requirements and in formulating their own local CSR + strategies. The project will work towards: (a) improving national and local policies for increased financing of FP. and 6. The Plan will consolidate multi-sectoral initiatives (including private sector) in the next years to develop systems and structures in the LGUs for forecasting. To build awareness on the total health sector response to the challenge of contraceptive self-reliance/commodity security (CSR+) and AO 158. procurement.

notes and guide specific to the topic he/she will deliver. Thus the Resource Person will get Part 2 of the Manual and the presentation materials. It is intended to assist Facilitators and Workshop Managers in preparing for and managing the workshop. Workshop Flow) to facilitate the reproduction of the appropriate pages / sections for the Resource Persons’ use. this manual has been prepared to guide key individuals responsible for implementing these workshops.CSR+ Strategic Planning Workshop Manual To ensure the smooth and efficient conduct of these workshops. The Manual has two versions.g.. Part 3 contains the workshop materials. Together. There is some duplication that appears in Part 2 (e. The Participant’s Manual will contain the presentation slides and introductory pages. The second manual. In the Facilitator’s Manual. the workshop materials (per topic) include the presentation slides. the Resource Person’s guide and notes to presentation materials. This Part will form the body of the Participant’s Manual. actual workshop and postworkshop activities. will enable the LGU stakeholders to implement their plans to achieve the objectives of the Contraceptive Security Reliance efficiently and effectively for the benefit of the LGUs health programs. Part 2 includes an overview of the workshop and a guide for Resource Persons who will deliver the workshop topics. Introduction. it is hoped that these manuals. Introduction iv . The Facilitator’s Manual is divided into three parts: • • • Part 1: The Facilitator’s Guide Part 2: The Resource Person’s Guide Part 3: CSR+ Workshop Materials Part 1 contains all the necessary guidelines for the conduct of the workshop from the pre-planning. the Participant’s Manual is for the workshop participant to take-home as a handy reference for the various presentations and discussions during the workshop. one for Facilitators and another for Participants. but without the Resource Person’s Guide and notes to the presentation materials.

FACILITATOR’S GUIDE CSR+ Strategic Planning Workshop Manual November 2005 .

Introduction to Workshop Management .

Facilitators. It uses checklists (see Annexes) to facilitate monitoring compliance with the defined tasks. there are a lot of logistical requirements that need to be addressed.CSR+ Strategic Planning Workshop Manual INTRODUCTION TO WORKSHOP MANAGEMENT Putting together a Workshop takes time and a lot of effort. aside from the technical (content) preparation. Note that some of the arrangements may be delegated to either the host LGU or may be absorbed by the organizer / main office. end day / session and workshop activities. overall responsibility remains with the Overall Program Coordinator. The Overall Program Coordinator and Events Organizer must coordinate with the host LGU and the organizer / main office. and Events Organizer/s in ensuring that logistical requirements are handled well. day activities. It presents the processes involved in workshop planning and preparation. When will the workshop be held? Where will the workshop be held? Who will be tapped to be part of the Workshop Cast? Where will the cast and the participants stay? What kind of equipment will be needed? When? How many? What food will be served? What supplies will be needed? What will be distributed to the participants? Ensuring that the logistical requirements of the CSR+ Workshop are all in order is the primary responsibility of the Events Organizer as supervised by the Overall Program Coordinator. Facilitator’s Guide Page 1 of 49 . However. The following section is aimed at assisting the Overall Program Coordinator.

and manage a smooth flow of activities. Some activities can be facilitated by checklists (presented as annexes). put together the workshop cast and assign specific roles. beginning with workshop planning. Note the workshop planning flow process: Invite LGU to host a CSR+ Strategic Planning Workshop Workshop Planning with LGU Logistics Preparation Day Set-Up / Preparation “During” Workshop Activities Post Session & Post Workshop Activities Facilitator’s Guide Page 2 of 49 . it is important to ensure that all logistics necessary to run the workshop are in place. These checklists are presented as part of the Annexes to assist the Overall Program Coordinator and Events Organizer in ensuring that the workshop is properly planned. This section of the Manual focuses on the activities related to workshop management. Aside from the workshop’s contents.CSR+ Strategic Planning Workshop Manual WORKSHOP MANAGEMENT Proper workshop management contributes to a successful workshop.

Annex F1 details the roles of each member of the Workshop Cast. it is important to identify the persons who will form part of the Workshop Cast. Facilitator’s Guide Page 3 of 49 . The Workshop is planned and implemented by a number of people.CSR+ Strategic Planning Workshop Manual WORKSHOP CAST Before going to the workshop management process. He/she should also ensure that the workload resulting from multi-tasking is reasonable in order to ensure that the quality of output does not suffer. It also contains the preferred competencies of the person tasked to perform each role. Each person involved in the Workshop has a specific role.e. i. These competencies have been provided to guide the Overall Program Coordinator in selecting the appropriate person for each role.. they can perform different roles in one Workshop. Note that some people can multi-task.

Send letter to the LGU Head to provide information on CSR+ and inquire about the LGU’s interest to host a CSR+ Strategic Planning Workshop. Meet with and present the idea to the LGU as necessary. It is the responsibility of the Overall Program Coordinator to initiate arrangements with the LGU. The process is as follows: 1. When introducing CSR+ to local executives. or its agreement to host a CSR+ Strategic Planning Workshop. 3. ensure that CSR+ objectives are linked to local development objectives and interventions. Follow-up LGU response to the invitation.CSR+ Strategic Planning Workshop Manual INVITING LGUS TO HOST A CSR+ STRATEGIC PLANNING WORKSHOP The process commences upon the initiative of the LGU. Research to determine / gauge LGU’s openness to CSR+ initiatives and how to best approach LGU officials. 2. Facilitator’s Guide Page 4 of 49 .

Secure acceptance / confirmation of LGU. c.CSR+ Strategic Planning Workshop Manual WORKSHOP PLANNING WITH THE LGU Once the LGU agrees to host a CSR+ Strategic Planning Workshop. MSH-LEAD provides technical assistance by providing the resources (including Resource Persons) necessary to run a CSR+ Workshop1. Facilitator’s Guide Page 5 of 49 .). LGU shoulders transportation of participants. As much as possible. Discuss roles and responsibilities of the different parties (LGU. document LGU acceptance / confirmation of participation. the process of planning the workshop with the LGU begins. Participants are not entitled to any per diem during the workshop. 1 For LEAD sites. 3. See section on Venue and Accommodations for more details. 4. The process is as follows: 1. Explain CSR+ workshop objectives to LGU. a. all meals and lodging are provided. However. Note that the CSR+ Workshop is hosted by LGUs. Generally. LGUs and Partners in the CSR+ Strategic Planning b. all activities are the responsibility of the Overall Program Coordinator. Set / agree on workshop date and venue. CSR+ Strategic Planning Workshop planning involves the following activities. LEAD etc. The LGU should be actively involved in planning and implementing the CSR+ Strategic Planning Workshop. 2. in case the preferred date and venue will not be available during desired dates. Have an alternative date and venue. At this stage. See Annex F2 for the Roles of Different DOH Offices.

See Annex F4 for the Data Requirements Checklist. Facilitator’s Guide Page 6 of 49 . Manage the number of participants for budget considerations.CSR+ Strategic Planning Workshop Manual 5. Prepare and send out Letter of Invitation to targeted participants. 7. a. Ask LGU to decide on the list of workshop participants. it is best that the letter is signed by LGU head. The Overall Program Coordinator should ensure that this activity is done. See Annex F3for Target List of Participants. 6. Ensure that the targeted participants are prioritized. b. Provide LGU with list of data requirements for workshop a. b. Emphasize that the information will be used and should therefore be available during the workshop. c. However.

Consider Package Inclusions when comparing different alternatives Facilitator’s Guide Page 7 of 49 . WORKSHOP VENUE The CSR+ Workshop is a three-day session that requires one plenary and a few break-out rooms. Refer to the Venue Checklist (Annex F5) when evaluating venue options. Note that accommodations need to be arranged for participants and workshop staff. The LGU host may assist in identifying some options and in securing good rates. under supervision of the Overall Program Coordinator. etc. the suggested process to follow is as follows: 1. 2. supplies and equipment. Venue and accommodations is the primary responsibility of the Events Organizer. Logistics preparation includes ensuring appropriate venue and accommodation.CSR+ Strategic Planning Workshop Manual LOGISTICS PREPARATION A workshop entails a lot of logistics to ensure a smooth flow of activities. food and beverage. When deciding on the workshop venue. 3. a. Identify venue options. Ensure that rent of workshop venue is within budget. a. b. Refer to Equipment Checklist (Annex F6) when evaluating venue options. Check availability of workshop venue during target workshop dates (desired and alternative dates). There are also participants and the workshop staff to consider.

it is important to ensure that the different LGUs can discuss with each other without disturbing the other groups. the participants should be seated and provided with desks / tables where they can write and put their workshop materials / manual. Effective set-up using dividers are important to ensure that the different LGU teams can discuss without disturbing the other groups.) b. Reserve / sign contract with venue. Ensure that all arrangements are in order as per the Contract with the Venue provider. Break-out sessions may either be individual rooms or a big room that can be divided into several sections. Conduct ocular inspection of venue to ensure compliance with Workshop’s requirements. inspect venue and all necessary arrangements. This is best done by the Overall Program Coordinator. participants will be grouped according to LGU. to facilitate the input-workshop process which will be observed all through the workshop. Because the plenary session is expected to be attended by a big number of people. ROOM (VENUE) ARRANGEMENTS The workshop will require two types of rooms.CSR+ Strategic Planning Workshop Manual 4. Ideally. Ideally. classroom style may be more appropriate. b. For the break-out sessions. 6. and Events Organizer. etc. 5. Note that some hotels may require down payment. Thus. Eliminate all probable sources of distraction. meals. a. Facilitator’s Guide Page 8 of 49 . a function room big enough to accommodate both planning and workshop sessions is recommended. a. If a divider is used. Head Facilitator. the ideal U-shape will be difficult to manage. The first requirement is a room big enough to accommodate all the participants during the plenary session. break out rooms. c. Document / specify package inclusions (arrangements re venue configuration. One day before workshop.

The Events Organizer is the lead person responsible for ensuring appropriate accommodations for the participants and the workshop cast. friendly and conducive environment for productive and open exchanges of ideas among participants. This would save a lot of time transporting the participants to and from the venue. b. Consult with LGU host. ACCOMMODATIONS Ideally. the accommodations / lodging of the participants and the workshop cast should be the same as the venue of the workshop sessions. Consult the directory for a listing of hotels and lodging options. a. Identify possible options. The process involved is as follows: 1. Facilitator’s Guide Page 9 of 49 .CSR+ Strategic Planning Workshop Manual Room Arrangement for Plenary Session Room Arrangement for Break-out Session It is important that the room/venue arrangement will be able to promote a comfortable.

g. 6.. This would require having the final list of the participants and room sharing arrangements. Total number of rooms b. Avail of corporate rate / group discounts b. Ask the venue for flexibility in finalizing the arrangements a few days before the check in date (e. Total room nights given early check in and early/late check out c. 4. This will also require having the final list or number of workshop cast. Consultants and Guests 8. Negotiate terms and conditions. Make reservations considering: a. etc). Evaluate options. iii. three days before) in case there are cancellations / additions without penalty (in case of cancellation). iv. Conduct ocular inspection of short-listed options. hotel transfers. a. The final selection is the responsibility of the Overall Program Coordinator. Room arrangements and preferences of Resource Persons. ii. b. Consider the itinerary of participants and workshop cast to be able to determine early/late check in/out. Consider: i. Availability during the target dates Cost Proximity to the workshop venue (if not the same as) Facilities and amenities Short list options based on initial criteria.CSR+ Strategic Planning Workshop Manual c. total package. a. Block / reserve the required number of rooms on the desired dates. c. 5. 7. 3. Note package inclusions (breakfast. c. a. Select best alternative. 2. Facilitator’s Guide Page 10 of 49 .

while the participants and Workshop Cast are billeted in the hotel. Budget 2. Identify number and types of meals to be served. Quality 3. Budget b. serving arrangements. Number of participants and workshop cast b. If hotel / venue allows or does not provide meals choose a caterer considering: a. Inform F&B (caterer) about the meal arrangements (time. a. Consider: a. Meet with venue’s F&B group or source / choose caterer if separate arrangements need to be made. 5. Facilitator’s Guide Page 11 of 49 . Reliability c. Request for candies to be made available throughout the sessions. The activities related to meal arrangements and the corresponding considerations are as follows: 1.) a.CSR+ Strategic Planning Workshop Manual BANQUET / FOOD & BEVERAGE Meal arrangements cover meals during the Workshop and before (breakfast) or after the workshop (dinner). 4. Sign contract with F&B (caterer). Select menu for the different meals. Do a taste test if necessary. Does budget provide for flowing tea and coffee? b. b. This is primarily the responsibility of the Events Organizer as supervised by the Overall Program Coordinator. You may want to consider food allergies / restrictions. etc.

This is primarily the responsibility of the Events Organizer as supervised by the Overall Program Coordinator. c. etc. Ensure availability of equipment or possible alternate arrangements a week before the actual conduct of the workshop. making the equipment requirement available may entail additional cost. The checklist includes supplies for distribution to the participants and those that will be used during the workshop. Coordinate with F&B (caterer) regularly during the day regarding meal arrangements a. It This is primarily the responsibility of the Events Organizer as supervised by the Overall Program Coordinator. The terms and form of the Contract should consider Administrative Requirements. 7. The checklist is presented in Annex F6. Request for a standby waiter all throughout the sessions. there are certain equipment requirements. Note that some of the equipment may be provided by the hotel / venue as part of the venue rental. b. Request for a specific contact / liaison person. Note and coordinate current developments on workshop flow that may affect meal schedule. SUPPLIES The supplies checklist is presented in Annex F7.CSR+ Strategic Planning Workshop Manual a. 6. also indicates options that can be considered if the desired equipment is not available. Facilitator’s Guide Page 12 of 49 . If it is not part of the venue rental. EQUIPMENT For the proper conduct of the Workshop. Consult with the Contract with Venue (inclusive of F&B) / Caterer as basis of agreements.

Test the equipment. Ensure that there is a Philippine flag available for the opening session. laptop. Secretariat iv. a. This should be part of the instructions / agreements made with the hotel / venue by the Overall Program Coordinator / Head Facilitator / Event Organizer. The Overall Program Coordinator / Head Facilitator / Event Organizers should allocate approximately two hours for this activity. Ensure that tables and chairs for Resource Persons / Facilitators have been provided for (with access to electrical outlet / extension cords). i. The activities are as follows: 1. Note / check the assigned seats / area of: i. Check the location of the projector. f. Ensure that the streamers / backdrop are in place. However. g. Check the plenary hall / main session hall. the Head Facilitator and the Event Organizer/s should ensure that everything is in order. Participants ii. Resource Persons v. position of equipment. meal venues. e. Documenters c. and rest rooms. h.CSR+ Strategic Planning Workshop Manual DAY SET-UP AND LOGISTICS ARRANGEMENTS Set-up of venue pertains to the arrangement of the function room. d. Facilitator’s Guide Page 13 of 49 . b. break-out rooms. and screen. Familiarize one’s self and the rest of the workshop staff with the location of the secretariat breakout rooms. Ensure that all the supplies that will be needed during the workshop are sufficient and organized. Guests iii. 2. See that tables and chairs are arranged in the manner specified. the day before the workshop. etc. Ensure that the room is clean and neat before participants walk in and form their first impressions.

g. coordinate with the banquet staff. Request for at least one waiter to be assigned to the venue to act as a runner. Organize supplies on the secretariat’s table. Ensure that all the equipment that will be needed is ready. Name Cards and Participant’s Kits (which include Pencil / Pen and Participant’s Manual) are ready for distribution. etc. e. Facilitator’s Guide Page 14 of 49 .. c. It is important to have the Overall Program Coordinator and the Head Facilitator on hand to personally greet each participant upon arrival. Validate other meal arrangements.CSR+ Strategic Planning Workshop Manual a. b. c. Consult Annex F7 for the Supplies Checklist. 3. and in working order. a. special menu for participants for medical or religious reasons. Confirm / adjust meal schedules b. It is ideal if there is a clock that is clearly visible to Facilitators and Resource Persons. Consult Annex F6 for the Equipment Checklist. Ensure that Registration Forms / Attendance Sheet. 4. This will help Facilitators and Resource Persons manage the time. appropriately set up. Coordinate with Banquet / Caterer a.

etc. Facilitator’s Guide Page 15 of 49 . Sessions will start at _____ and end at ________. There will be breaks at ________ and _________. Ground Rules usually cover punctuality. Wait for you turn. setting of ground rules. etc. refer to the Ground Rules when the group needs to be reminded of the agreements. part of his role is to handle the introductory sessions including leveling of expectations. Following are some guidelines for the Facilitator: GROUND RULES Ground Rules are norms for the group to follow.CSR+ Strategic Planning Workshop Manual WORKSHOP ACTIVITIES During the workshop. At the beginning of the workshop. At any time during the Workshop. number of breaks. facilitating / introducing ice breakers. it is important to set Ground Rules. interruptions. the Facilitator is tasked with certain activities (See Annex F1). Some of the common Ground Rules are as follows: Courtesy There should only be one speaker at a time. Managing time. The Facilitator should allocate approximately ten minutes for this session. It is important manage themselves. Listen to the speaker.

The Facilitator should allocate approximately ten minutes for this session. 2. it is also possible for the Facilitator to draw these Rules from the workshop participants themselves. please do so during breaks. issues like these will be placed on the Parking Lot. All cellular phones must be switched off or on silent mode during sessions. An icon of a car can be used to illustrate this. 4. The Head Facilitator must ensure that issues that cannot be resolved during the session are parked. Instead of the Facilitator setting the Ground Rules. if time allows. The Head Facilitator should have an easel sheet or a portion of the white board designated as the parking lot. 3. The Documenter should include note and consolidate all parked issues. In order to focus on the Workshop’s agenda and ensure proper time management. Facilitator’s Guide Page 16 of 49 . Process: 1. or step out of the room and attend to your call outside the session hall. If any participant needs to take or make a call. or are part of the agenda but cannot be resolved during the Workshop proper because the appropriate personnel that can address it or make a decision is not present. All parked issues should be forwarded to the Overall Program Coordinator for appropriate action. there will be issues raised that are important but are not part of the agenda. However. or because more time is needed to study the issue. it is likely that in the course of the discussion.CSR+ Strategic Planning Workshop Manual Limiting unnecessary noise in the room. the CSR+ Workshop has a specific agenda and schedule. PARKING LOT Like any other session.

develop feelings of connectedness with each other. Always process key points of activity to show relevance to overall seminar. break down walls / masks / barriers / territoriality.) 1976. They also serve as a clearing technique. The New Games Book. Model enthusiasm and energy. A. Start with lower risk activities and build up to higher risk ones.. increase the participants’ feelings of comfort. Encourage laughter. Use activities / language that will not offend people.CSR+ Strategic Planning Workshop Manual ICE BREAKERS 2 Ice breakers are used to help people get to know each other better. Built in a low risk amount of physical contact. helping participants to forget about other issues and focus on the seminar. Facilitator’s Guide Page 17 of 49 . An ice breaker can be used to provide an overview of the next topic or the purpose of the seminar. etc. NY: Doubleday. decision-making. Use dyads and triads for high risk-sharing activities.g. 2 Fluegelman. Some tips to consider: It is ideal to have an activity that somehow relates to topics of the workshop (e. (Ed. Show cultural sensitivity. Always model / give an example before the activity. and foster energy and enthusiasm.) More physical activities are ideal at the beginning and after any break. Vary the membership of the groupings and the size of the groups. idea generation.

Facilitator’s Guide Page 18 of 49 .CSR+ Strategic Planning Workshop Manual WORKSHOP FLOW AND SEQUENCE The Workshop Flow and Sequence is presented in the following section. This also an overview of each session and contains suggested opening and closing spiels for the Facilitator.

Facilitator’s Guide Page 19 of 49 . Opening Spiel Closing Spiel Tips to Facilitator Coordinate with the Secretariat to remind participants to be punctual for the registration and attendance of sessions.9:30am Scope The registration process should begin at least 30 minutes (or one hour depending on volume of participants and registration staff) before the workshop session begins. It is recommended that appropriate background music be played while participants are waiting for the start of the program to sustain the energy/ interest level coming into the workshop. Usually. The registration forms should be preprepared from the preworkshop activities. telephone brigade and other effective means. REGISTRATION Time 9:00 . There are also specific reminders / preparations that need to be made for some sessions. It also presents suggested opening and closing spiels for the Facilitator. this can be done through the LGU delegates OICs. DAY 1 I.CSR+ Strategic Planning Workshop Manual WORKSHOP SCOPE AND SEQUENCE This section presents the workshop scope and sequence / flow.

Closing Spiel After the Special Messages are delivered: “Thank you very much to our guest speaker (state the name/s).CSR+ Strategic Planning Workshop Manual DAY 1 II. and special guests who are supporting the conduct of this workshop. National Anthem.” Tips to Facilitator Ensure that day-set up activities have been accomplished and all the logistics are in place. This is basically a standard activity to introduce the participants. We look forward to seeing you again very soon. Afterwards: “Good morning to all of you. Before the start of workshop. Truly. ask all participants to rise for the following: Invocation. There are checklists in the Facilitator’s Toolbox (Annex to the Facilitator’s Guide) that can be consulted. it may be proper to coordinate with the speakers to check if they are also consistent in their messages regarding the purpose/context of the workshop. Opening Spiel For the Invocation & National Anthem: As provided in the workshop schedule. OPENING Invocation National Anthem Introduction of Participants Welcome Messages Time 9:30-10:00am Scope This is the formal opening activity of the workshop. the workshop cast. (Introduce the participants – by LGU team and ask them to rise to be acknowledged. we are thankful that all of you have taken time out from your regular working duties to be part of this major undertaking which is the Contraceptive SelfReliance Plus (CSR+) Strategic Planning Workshop.) Today.) Facilitator’s Guide Page 20 of 49 . your words serve to inspire the fruitful conduct of our three-day workshop.

We truly hope that you will come out of this workshop better equipped to manage your health program. Closing Spiel Tips to Facilitator Facilitator’s Guide Page 21 of 49 . introduce the speaker/s for the welcome remarks.” After this spiel.CSR+ Strategic Planning Workshop Manual DAY 1 Time Scope Opening Spiel This workshop is another assistance being provided by the LEAD project funded by USAID to help you the LGUs in moving your health program in a more systematic and effective manner.

the metacard scheme is used. let us also find out what you the participants are expecting from this workshop. Ensure that the expectations are “leveled” vis-à-vis workshop objectives. share house rules of hotel.” Parking Lot: “We propose that all issues / concerns not related to this workshop be “parked” in our parking lot. It is recommended that while participants are waiting after registration. INTRODUCTION Session 1: Workshop Objectives and Outline Norming / Leveling of Expectations Rationale/ Objectives Ground Rules Parking Lot Time 10:00-10:30am Scope The workshop objectives and outline (flow of topics) are presented to the participants.” Tips to Facilitator Usually. This is also the time to make any domestic announcements. they are asked to fill up the metacards regarding their expectations. for the expectations. Opening Spiel Norming /Leveling of expectations: “Before we proceed with the first topic. these are posted on the whiteboard and facilitator reads them one at a time and groups them accordingly.” Closing Spiel “Now that we have clarified the objectives. May we ask each one of you to share this with us?” Ground Rules: “Let us now agree on what we would follow us ground rules for the duration of the workshop. it is possible that they will ask how this workshop relates to the prior workshop. Facilitator’s Guide Page 22 of 49 . This should be explained clearly by the Presenter to ensure a healthy flow of understanding from the previous workshop.CSR+ Strategic Planning Workshop Manual DAY 1 III. During the program. Meta cards can also be used for the ground rules. we may now proceed with the first topic of the workshop. These issues will be summarized and forwarded to the concerned parties for appropriate action. This is the responsibility of the Events Organizer. For those who have undergone a prior workshop on assessment and planning. etc. Presenter should encourage participants to ask questions or seek clarification regarding these.

This framework will also be the reference framework for the following topic in this workshop. We have invited (name of resource person) who will take us through this Health Framework to help you a good understanding of the dynamics of the health framework so that you may continuously improve the management of their respective health programs. However. Opening Spiel “We would like to open the workshop with this first topic which endeavors to present a health framework that integrates all the components of running an efficient and effective health program.CSR+ Strategic Planning Workshop Manual DAY 1 Session 2: Enhancing the Local Health Sector and Time 10:30 – 11:00am Scope This session endeavors to present a health framework which integrates all the components of running an efficient and effective health program.” Closing Spiel “In this session. Facilitator’s Guide Page 23 of 49 . we hope that we have now given you a broad picture of the health framework in which all of us work in to bring about our health programs to fruition. we acknowledge the fact that a good number of you have already started assessing and developing your health programs in the past few months.” Tips to Facilitator Assist Resource Persons as necessary for the presentation of his/her Powerpoint®. This framework will also be the reference framework which the following topics will use as an anchor. For our next session. It is expected that the participants will develop a good understanding of the dynamics of the health framework to enable them to continuously improve the management of their respective health programs. we would like to take this opportunity to take another look at the results of our Assessment and Planning focusing on the interventions already identified or initiated to secure commodities or initiate contraceptives self-reliance and see if these fit into the Health Framework that can be our common guide across the country when we plan and monitor our health programs.

However. we have invited (name of resource person) who will help you organize the initiatives/ interventions based on this framework to be able to move forward with the health program more efficiently and effectively. The objective is to organize the initiatives/ interventions based on this framework to be able to move forward with the health program more efficiently and effectively. In this next session.CSR+ Strategic Planning Workshop Manual DAY 1 Session 3: Updates on LGU Teams’ Initiatives/ Interventions after the Assessment and Planning Workshop (For LEAD sites) Time 11:00-11:30am Scope This session hopes to monitor the previous LGU initiatives/ interventions agreed on or identified during the previous Assessment and Planning Workshop but this time in the context of the health framework in Session 2. Opening Spiel “In the previous session. That is the topic of our next session. you will have the opportunity to revisit the previous LGU initiatives/interventions agreed on or identified during the previous Assessment and Planning Workshop but this time in the context of the health framework in Session 2. there is another important factor that will now affect the strategies and plans for your Health Program. the initiatives will still be in a format not consistent with the Local Health Sector Framework. If this is chosen. the Initiatives presented should be already cast using the Health Sector Framework discussed.” Closing Spiel “In this session. Facilitator’s Guide Page 24 of 49 . you were introduced to the Health Framework that serves as the reference for all the elements of the health program that you will develop from now on. we hope that you are now able to appreciate the link of the outcomes from the previous Assessment and Planning Workshop and organized them into the Health Framework presented in Session 2. If this is chosen. • Alternatively – before the Presentation of Enhancing the Local Health Sector Framework. Be ready to assist Resource Person Guide as necessary. In this session.” Tips to Facilitator There are 2 options for this session: • Preferably – after the Presentation of Enhancing the Local Health Sector Framework.

In this next session. Be ready to assist Resource Person Guide as necessary. there is another important factor that will now affect the strategies and plans for your Health Program. still apply. However. you were introduced to the Health Framework that serves as the reference for all the elements of the health program that you will develop from now on.” Tips to Facilitator This notes that there are LGUs who are nonLEAD sites and / or have not had an Assessment and Planning Workshop. as presented above. Facilitator’s Guide Page 25 of 49 . you will have the opportunity to revisit the existing or planned LGU initiatives/interventions related to health programs the context of the health framework in Session 2.CSR+ Strategic Planning Workshop Manual DAY 1 Session 3: LGU Teams’ Initiatives on the health sector (For non-LEAD sites) Time 11:00-11:30am Scope This session hopes to identify previous / existing LGU initiatives/ interventions related to the health sector. That is the topic of our next session. The objective is to organize the initiatives / interventions based on this framework to be able to move forward with the health program more efficiently and effectively. we hope that you are now able to appreciate the link between your existing and planned health program interventions and have organized them into the Health Framework presented in Session 2. The 2 options for this session. Opening Spiel “In the previous session.” Closing Spiel “In this session. In this session. we have invited (name of resource person) who will help you organize the initiatives/interventions based on this framework to be able to move forward with the health program more efficiently and effectively.

it is important to note that certain initiatives are already being undertaken to respond to the health program needs of your respective municipalities.” Closing Spiel “Thank you to (name of resource person). Be ready to assist Resource Person Guide as necessary. Please welcome our resource person (name of resource person) to discuss the CSR Strategy and Administrative Order 158. This is usually one of the Annexes of the Participant’s Manual. there is another important national policy direction that would bear impact on your programs and plans and we hope to present this in this next session so you may determine if there are certain modifications or improvements you need to introduce into your current programs and plans. Facilitator’s Guide Page 26 of 49 . However. the AO 158 is posing a big challenge to all of us in being able to ensure that our programs can respond efficiently and effectively to the needs of the family planning program in our areas of coverage.O.” Tips to Facilitator It is important that materials are prepared and positioned beforehand to ensure time-efficient conduct of this session according to the estimated time.CSR+ Strategic Planning Workshop Manual DAY 1 Session 4: CSR Strategy and AO 158 Time 11:30-12:00nn Scope This session will present the Administrative Order 158 and CSR Strategy and hopefully create a sense of urgency among the LGUs to initiate immediate action on the CSR strategy for their areas of governance because of the phase-down program of (contraceptive) supplies from donors. Provide each LGU group/team copies of the A. Opening Spiel “At this point. 158 for further reading outside the workshop. As we can see.

These are the options they will consider in coming up with an action plan in Session 8. please ensure provision of: • • Compass for the “True North Exercise” Bristol board for flowcharting shapes exercise Lunch Break 12:00-1:00pm Session 5: CSR Roadmap Policy Decision Areas 1:00 – 1:45pm In this portion. you learned about the urgency of the situation that Administrative Order 158 brings to all of you in the local government as far as managing your contraceptive supplies are concerned. We have invited (name of resource person) who will take us through this CSR roadmap and help you solidify your thinking on what direction or directions to pursue as far as managing your CSR is concerned. the participants will be presented with possible key strategies for the management of their CSR program. Facilitator may introduce his/ her own energizer or may coordinate with the Host Team for the day if any designation has been made. Facilitator’s Guide Page 27 of 49 . we hope that we have given you the broad directions that you may pursue for the planning of your CSR+ Strategies and Options. you shall learn about the direction or roadmap that you may pursue to address this situation.” “In this session. “In the previous session. On top of the regular equipment and supplies.CSR+ Strategic Planning Workshop Manual DAY 1 Time Scope Opening Spiel Closing Spiel Tips to Facilitator It is recommended to have a mid-afternoon energizer. Our next sessions will now give you the detailed discussions of the elements in the CSR strategy that will help you come up with a systematic and efficient action plan. In this session.” Be ready to assist Resource Person Guide as necessary.

” Tips to Facilitator Often. 1:45 – 2:00pm Facilitator’s Guide Page 28 of 49 . this is a skills-building session that aims to equip the participants with the basic tools/elements in managing their CSR program more systematically and timely.” Closing Spiel “We now go to the first element of CSR+. We understand that certain tools will be more relevant to some participants where the skill is relevant to their function in the LGU. However. Certain tools will be more relevant to particular participants where the skill is relevant to their function in the LGU. Forecasting. However. PLANNING Session 6: Introduction to the Elements of CSR and Identification of Strategic Options for FP: Time Scope Essentially. it is also important for other participants to be exposed to the tools so they can appreciate the interrelatedness of all the elements in coming up with a good plan. it is important that the other participants are also exposed to the tools so they can appreciate the interrelatedness of all the elements in coming up with a good plan. there is a need to have a short introduction on the elements before proceeding with the individual elements. Opening Spiel “We now go to the skillsbuilding session that aims to equip the participants with the basic elements (tools or processes) in managing their CSR program.CSR+ Strategic Planning Workshop Manual DAY 1 IV.

forecasting. The other elements will help us come up with strategies to achieve this. forecasting. with USB drive. the participants will then forecast their FP commodity requirements using local data.CSR+ Strategic Planning Workshop Manual DAY 1 Session 6. we note that providing these commodities will impact on our existing resources. Our first element. It covers basic forecasting concepts. Ask participants to refer to the User’s guide Distribute printed copies of the exercise (scenario) Facilitator’s Guide Page 29 of 49 . make sure the participants have calculators. Each LGU sits together with an assigned facilitator or resource person for each group Ensure that each LGU team has 1 computer / laptop (should have MS excel program installed. LGU teams will be asked to determine their 2005. will help us do this. After the exercise. Most of the LGUs do not have existing budgets for these commodities and will need to figure out how to support the FP program given the reality of AO 158. running on windows XP) If computers are not available.1 : (1/4) Elements of CSR and Identification of Strategic Options for FP: Input Presentation on Forecasting Time Scope This session discusses the first element of CSR. 2006. 2007 and 2008 requirements. The session on forecasting will be presented by (name of resource person). MSH-LEAD has developed a simple tool using Microsoft Excel to facilitate the computation. Opening Spiel “In order to achieve commodity self-reliance. As with the other elements. there will be a forecasting exercise that will allow the participants to apply what they have learned.4:00pm As this is skills-based. forecasting will first be applied to Family Planning Commodities.” Closing Spiel “Now that we have determined how much commodities we need. we need to be able to determine the quantity of commodities needed.” Tips to Facilitator 2:00 – 3:00pm Exercise: Computing FP Commodity Requirements 3:00 .

• Facilitation in small groups (LGU groups) should employ TOP effectively to ensure productive discussions and consensus in Facilitator’s Guide Page 30 of 49 .5:45pm This is the workshop portion where the strategic options are discussed by the LGU teams with the help of a facilitator and assigned documenter. the next question is how to acquire the necessary funds to finance these requirements. Workshop: Identifying Strategic Options 4:45 . our next challenge is to ensure efficient and effective procurement of commodities.” Tips to Facilitator • 4:00 – 4:45pm • Ensure that LGU brings the Statement of Income and Expenditure for _____ (Secure latest data available). our next session is a workshop wherein each individual LGU teams will discuss these options and identify which would be considered as part of the LGU’s strategies to Let us all ourselves a round of applause for generating very comprehensive outputs for this session. Workshop 1: Templates A & B are provided to After hearing all the available options. At this session. It also discusses how LGUs can mobilize existing resources and how it can access other resources that are currently untapped.2: (2/4) Elements of CSR and Identification of Strategic Options for FP: Input Presentation on Financing / Resource Mobilization Time Scope After the LGUs have determined their FP commodity requirements.CSR+ Strategic Planning Workshop Manual DAY 1 Session 6.” Closing Spiel “Thank you. Opening Spiel “How do we come up with the money required to fund the FP program’s commodity requirements? Most LGU budgets have no provisions for this. This session focuses on helping the LGUs identify possible sources of financing. (name of resource person) for enlightening us on financing and resource mobilization options. There are several options that each LGU can consider in order to increase the availability of resources and financing to meet FP requirements. He/she will assist us in identifying options we can consider in order to be able to come up with the resources we need based on our LGUs’ FP requirements. Our Resource Person (name of resource person) will tackle financing and resource mobilization. Assuming that the resources can be made available. LGUs will also begin to realize that they may not be in a position to continue providing all goods and services to their constituents for free. Have flipcharts / white board / idea cards ready for brainstorming session.

Templates A & B shall be provided and accomplished as indicated in Annex F8. Opening Spiel mobilize resources to achieve CSR in FP. Closing Spiel Tips to Facilitator • • decisions. Facilitator’s Guide Page 31 of 49 .CSR+ Strategic Planning Workshop Manual DAY 1 Time Scope identify the chosen options which are “doable” in the LGU. Documenter should be able to document highlights of the discussions especially the reasons why the team has chosen each particular option.

It is ideal for the participants to know the following: Existing procurement and warehousing practices in the LGUs. coming up with the necessary resources to fund these requirements. specifically those dealing with commodities (if any) Presence / absence of an Inter Local Health Zone and their procurement related activities or inclinations.”” “We’d like to thank (name of resource person) for discussing procurement and warehousing options. This session discusses commodity procurement and includes the facet of ensuring proper warehousing to safeguard the commodities. Now each LGU is responsible not only for estimating its requirements. The session on procurement will be presented by (name of resource person). We will now continue to discuss the other elements of CSR and the identification of strategic options for FP. Coordinate with the Host Team for the morning opening activities. but also for procuring the commodities and ensuring that they are appropriately stored until they are distributed.9:15am Workshop: Identifying Strategic Options 9:15 . Session 6.” Tips to Facilitator Ensure that Day Set-Up activities are accomplished. Let us call on our Host Team for the day to lead us in prayer. Opening Spiel “Good morning everyone.” Closing Spiel “Thank you very much to our Host Team.” “Commodities used to be delivered to the LGUs’ doorstep – or close to it.CSR+ Strategic Planning Workshop Manual DAY 2 OPENERS Prayer Energizer Recap Time 8:00 . our next session is a workshop wherein each Let us all ourselves a round of applause for generating very comprehensive outputs • Facilitation in small groups (LGU groups) should employ TOP Page 32 of 49 Facilitator’s Guide . LGUs will need to look at how to efficiently distribute these commodities to its constituents. Current / past challenges experienced by the LGUs regarding procurement and warehousing of commodities. the energizer to be conducted by the Host Team and a recap of the prior day’s learnings. We hope that you had a good night’s sleep and a hearty breakfast. Most LGUs have not had the challenge of procuring their own commodity requirements. After procuring the commodity requirements. to give us some energizers and a recap of yesterday’s sessions.10:00am This is the workshop portion where the strategic options are discussed by the LGU After hearing all the available options.8:30am Scope The opening of the following day begins with the prayer. though some LGUs may have experience in procuring other supplies.3: (3/4) Elements of CSR and Identification of Strategic Options for FP: Input Presentation on Procurement & Warehousing 8:30 .

CSR+ Strategic Planning Workshop Manual teams with the help of a facilitator and assigned documenter. Documenter should be able to document highlights of the discussions especially the reasons why the team has chosen each particular option. Facilitator’s Guide Page 33 of 49 . individual LGU teams will discuss these options and identify which would be considered as part of the LGU’s strategies to mobilize resources to achieve CSR in FP. Templates A & B shall be provided and accomplished as indicated in Annex F8. Workshop 1: Templates A & B are provided to identify the chosen options which are “doable” in the LGU. • • effectively to ensure productive discussions and consensus in decisions. for this session.

given limited resources is highlighted. We have now completed the discussion / presentation of the 4 elements of CSR as applied to FP commodities. Opening Spiel “LGUs are also responsible for ensuring that commodities procured are efficiently distributed to their constituents.12nn This is the workshop portion where the strategic options are discussed by the LGU teams with the help of a facilitator and assigned documenter. CPR.distribution and service delivery. Ratio of public health workers to client.4: (4/4) Elements of CSR and Identification of Strategic Options for FP: Input Presentation on Distribution & Service Delivery Time Scope LGUs are mandated to ensure efficient delivery goods and services to their constituents. inventory of private service providers (Supply Analysis) 10:00 11:00am Workshop: Identifying Strategic Options 11:00 . This session will tackle distribution and service delivery options. Workshop 1: Templates A & B are provided to identify the chosen options which are After hearing all the available options. our next session is a workshop wherein each individual LGU teams will discuss these options and identify which would be considered as part of the LGU’s strategies to mobilize resources to achieve CSR in FP. MWRA. Forecasted Commodity Requirements (GAP analysis on demand for commodities vs. Let us all ourselves a round of applause for generating very comprehensive outputs for this session. Tips to Facilitator Ensure that the following information is available: Population. • • Facilitation in small groups (LGU groups) should employ TOP effectively to ensure productive discussions and consensus in decisions. with the perspective of efficiency and effectiveness in meeting local government development goals. Documenter should be able to document Facilitator’s Guide Page 34 of 49 .” Closing Spiel “We’d like to thank (name of resource person) for presenting our distribution and service delivery options. Method Mix. The need to prioritize the poor. supply). Options will need to be considered on how to address the needs of the other segments of the market. We now welcome (name of resource person) who will present the last CSR element -.CSR+ Strategic Planning Workshop Manual DAY 2 Session 6.

Facilitator may introduce his/ her own energizer or may coordinate with the Host Team for the day if any designation has been made. • highlights of the discussions especially the reasons why the team has chosen each particular option. Lunch Break 12:00-1:30pm It is recommended to have a mid-afternoon energizer.CSR+ Strategic Planning Workshop Manual “doable” in the LGU. Templates A & B shall be provided and accomplished as indicated in Annex F8. Facilitator’s Guide Page 35 of 49 .

Closing Spiel “Like FP. HIV/AIDS Detection and Control (if applicable). these other health programs are commodity-dependent.2:30pm 2:30 . Note that the strategic options identified or developed for FP and the other health programs may also be applicable to TB drugs supply. While their supply is currently not being withdrawn (compared to FP). We will do this to focus you LGUs on arriving at a complete/summary picture of resources needed for all their health programs and if necessary come with a priority action plan. A deficiency cases. Vit.” Tips to Facilitator Securing Anti-TB Drugs. Ensure that LGU has the following information at least for the previous year: TB cases (per category). 1:30 . and Detection and Control of HIV/AIDS/STD (when applicable) input sessions are presented one after the other. Vitamin A Supplementation and HIV/AIDS/STD) so that the LGUs may also have a complete/ summary picture of resources needed for all their health programs and if necessary come with a priority action plan. Vitamin A Supplementation. A (or HIV/AIDS/STD) presentation. The workshop for strategic options identification pertaining to these health programs is held after the Vit. Opening Spiel “After discussing the four elements and applying them to FP.e. and they are important to LGU’s development goals. we now go to the other health programs. Anti TB Drug Supply.3:00pm Facilitator’s Guide Page 36 of 49 . The elements of CSR can be applied to these programs because they share the following characteristics with FP: they are commodity dependent. Vitamin A Supplementation. Introduce resource person/s. TB DOTS.2:00pm 2:00 . HIV/AIDS cases (when applicable). FP. it is nevertheless important for the LGU to be pro-active. the commodities are currently donated/ provided to LGUs for free.CSR+ Strategic Planning Workshop Manual DAY 2 Session 7: Input Presentation on Elements of CSR+ in other Health Programs and Identification of Strategic Options for Securing AntiTB Drugs Vitamin A Supplementati on and STD/HIV/AIDS Detection and Control (when applicable) Time Scope The CSR elements will now be applied to the other health areas of the health program (i.

there will be a forecasting exercise that will allow the participants to apply what they have learned. the participants will then forecast their FP commodity requirements using local data. at this point. the LGU should be able to identify their strategy for these four programs. Ask participants to refer to the User’s guide Distribute printed copies of the exercise (scenario) Facilitator’s Guide Page 37 of 49 .4:30pm This is the workshop portion where the strategic options are discussed by the LGU teams with the help of a facilitator and assigned documenter. make sure the participants have calculators. However.CSR+ Strategic Planning Workshop Manual Exercises: Computing Commodity Requirements 3:00 . Each LGU sits together with an assigned facilitator or resource person for each group Ensure that each LGU team has 1 computer / laptop (should have MS excel program installed. with USB drive. Workshop: Identifying Strategic Options 3:30 . After the exercise. LGUs may review the other options presented and assess their applicability as you have in the previous workshops for FP. each LGU will now discuss which among the strategies identified for FP can be applied to the other health programs. LGU teams will be asked to determine their 2005. 2007 and 2008 requirements. With the interest of integrating the strategies for our four programs.3:30pm As this is skills-based. 2006. At the end of the workshop. Workshop 1: Templates A & B are provided to identify the chosen options which are “doable” in the LGU. running on windows XP) If computers are not available.

and distribution and service delivery) for the different health programs. Tomorrow. Vitamin A and STD/HIV/AIDS.” Tips to Facilitator This session is generally handled by the Lead Facilitator.” Closing Spiel “Congratulations! You are now well on your way to drafting your CSR+ Plan. After this. each LGU will be given 15 minutes to present a synthesis of their plan. Ensure that the following are available: • Selected slides on the CSR+ Processes • Summary of Strategic Options for each of the CSR+ Processes • Forecasting Formula to compute for commodity requirements for FP. The output will be specific action plans to pursue after the conduct of this workshop. A template is provided for this workshop. Workshop 2 template is provided to develop the CSR+ Plan. each LGU team will develop a plan of activities to implement the strategies identified for the four programs. there should be 1 CoFacilitator for every 2 LGUs. We would like to ensure that LGUs have a specific take away from this Strategic Planning Workshop. Each LGU team will be assisted by a Facilitator and a Documenter in preparing their CSR+ Plan. procurement and warehousing. TB.CSR+ Strategic Planning Workshop Manual DAY 2 Session 8: (Workshop) Summarizing Strategic Options and Developing CSR+ Plans by LGUs Time 4:30-6:00pm Scope This is the workshop portion wherein all strategies and options are discussed and finalized by each LGU team. Ideally. • Workshop 1 Template A • Workshop 1 Template • Notes on CSR+ Processes Facilitator’s Guide Page 38 of 49 . Note that some of the strategies and options identified for FP may be applicable to the other health programs. Opening Spiel “This is the workshop portion. This will form the core of your CSR+ Plan. with the support of CoFacilitators. What we would each LGU team to do is discuss and finalize their strategies and options for the 3 elements (financing and resource mobilization.

Let us call on our Host Team for the day to lead us in prayer. We hope once again that you had a good night’s sleep and a hearty breakfast. Session 8: (Workshop… Continuation) Developing CSR+ Plans by LGUs Lunch Break 8:30-12:00am 12:00-1:30pm Facilitator’s Guide Page 39 of 49 . to give us some energizers and a recap of yesterday’s sessions. Opening Spiel “Good morning everyone.CSR+ Strategic Planning Workshop Manual DAY 3 OPENERS Prayer Energizer Recap Time 8:00-8:30am Scope The opening of the following day begins with the prayer. Coordinate with the Host Team for the morning opening activities. please welcome (name of the resource person) to continue the discussion on our topic: Developing CSR+ Plans by LGUs. For our first session of the day. the energizer to be conducted by the Host Team and a recap of the prior day’s learnings.” Tips to Facilitator Ensure that Day Set-Up activities are accomplished.” Closing Spiel “Thank you very much to our Host Team.

The reporting session is intended to facilitate the sharing of decisions and plans of specific LGUs. comment or identify possible areas for collaboration if appropriate. A sample format of the presentation is provided in Annex F9. the presentations are scheduled to commence immediately after lunch break of Day 3. Let us now welcome the first LGU: ___. It is important to note that clarificatory questions can only be entertained as the decision of the teams should be respected and should not be questioned per se. Generally.” Closing Spiel “Note that the different LGUs represented here belong to one (or two) provinces. Each LGU is given a specific time allotment to present their CSR+ Plans.” Tips to Facilitator The estimated time will depend on the number of LGUs participating in the workshop. We will be following the order of presentations agreed upon yesterday. 10 mins per LGU) Time Scope Each LGU will be requested to present their workshop outputs so that the other participants may also suggest. when reviewing the individual plans of the LGUs can identify possible areas for collaboration and ensure that the strategic options of the different LGUs can co-exist efficiently. Opening Spiel “Each LGU is now ready to present their workshop outputs and draft CSR+ Plans. 1:30-2:30pm Facilitator’s Guide Page 40 of 49 . The sharing of outputs is intended for other LGUs to learn and identify options for convergence and complementation.CSR+ Strategic Planning Workshop Manual DAY 3 PRESENTATION OF OUTPUTS Session 9: (Plenary) Presentation of LGU CSR+ Plans (Approx. or are geographically proximate. This is intended to result to a better management of their health program. three hours are allotted for this. We are also joined by some of our LGU officials (when applicable) who would be present to share their inputs or support to the decisions and suggestions made by the team. This is intended to result to a better management of their health program. The Facilitator will need to decide on the schedule of presentations. Provincial officers / heads.

CSR+ Strategic Planning Workshop Manual

Session 10: (Plenary) Synthesis and Integration

2:30-3:00pm

The Head Facilitator will integrate the entire proceedings of the workshop, identifying common agreements reached and further studies necessary, and make recommendations for next steps after the workshop to ensure continuous action towards the Implementation of the CSR+ Plans.

“First of all, let us congratulate each team for their enlightening presentations. At this juncture, allow me to synthesize and integrate what we have discussed and achieved these past few days.”

“We shall be furnishing you copies of this synthesis to serve as your guide for further activities outside this workshop.”

This requires examining all the different strategic options identified by the LGUs in order to be able to make the appropriate summary and integration, and then be able to identify the next steps.

Facilitator’s Guide

Page 41 of 49

CSR+ Strategic Planning Workshop Manual

DAY 3
V. CLOSING Responses Impressions Closing Remarks Prayer

Time
3:00-4:00pm

Scope
This is the formal closing activity of the workshop.

Opening Spiel
“We come to the concluding portion of our workshop. At this point, we would like to invite some of our participants to share their impressions on our CSR+ Strategic Planning Workshop.” “When we opened the workshop, we enumerated our objectives and expectations. Revisiting these, I believe that we have accomplished our objectives.” At this point, we would also like to welcome _____ to deliver the Closing Remarks.”

Closing Spiel
“Today, we are all armed with the strategic options and CSR+ Plans that we can present to our colleagues in our respective Local Governments for appropriate action. Allow me, in behalf of the host LGU (name of LGU) and the entire CSR+ Strategic Planning Workshop Cast, to thank all of you participants for the enthusiasm and commitment you have demonstrated during these three days of the workshop.”

Tips to Facilitator
When facilitating the responses / impressions of the participants, be sure to take note of the time. If the schedule is running late, there may be a need to limit the time for this portion. The Lead Facilitator will do a walkthrough and link up to the session dates.”

The Overall Lead Coordinator, together with the host LGU will agree on who will be delivering the Closing Remarks.

Facilitator’s Guide

Page 42 of 49

CSR+ Strategic Planning Workshop Manual

POST-SESSION AND POST WORKSHOP ACTIVITIES

The following checklist is intended to assist Overall Program Coordinator and Head Facilitators in ensuring that all post session, endof-day, and post workshop activities are accomplished.

POST SESSION / END-OF-DAY ACTIVITIES
The following checklist is intended to help the Workshop Cast ensure that the Post Session Activities / end-of-day activities are conducted. These post session and end-of-day activities are necessary to gather feedback and be able to assess or evaluate how the session / day went and allow the Workshop Cast to make the appropriate adjustments to improve the conduct of the next sessions, address concerns, and prepare for the next session / day’s activities. 1. The Head Facilitator shall administer the End-Day Assessment Form (See Annex F8). a. The rationale of the End-Day Assessment and the process is discussed in the following section. b. Forward filled-in End-Day Assessment Form to Overall Program Coordinator. 2. The Head Facilitator and Lead Documenter shall collect all materials / submissions from participants (Workshop Outputs and related information materials/data sheets used by participants to produce the outputs). 3. The Overall Program Coordinator will conduct a debriefing session to review what happened during the session. This is important to ensure quality control. Agreements should be made regarding adjustments that will be done during the following days’ sessions. a. The results of the End-Day Assessment Form should be discussed. The Cast shall agree on any adjustments that need to be made. b. This session should be attended by the Workshop Cast.

Facilitator’s Guide

Page 43 of 49

CSR+ Strategic Planning Workshop Manual

c. When there are Resource Persons who are not able to stay until the end of the day for the debriefing, the Overall Program Coordinator may want to hold a short meeting with the Resource Person when there are issues that need to be addressed. 4. The Overall Program Coordinator shall ensure that any adjustments on logistics, workshop flow etc. are implemented. 5. The Head Facilitator, assisted by the Events Organizers shall ensure that the logistics, set-up for next day’s session, etc. are prepared.

END-OF-DAY ASSESSMENT
The End-of-Day assessment is conducted primarily in order to provide the Overall Program Coordinator and Workshop Cast with feedback regarding the delivery and effectiveness of the Resource Persons. It is also intended to gather feedback regarding necessary adjustments that need to be made (in any aspect, e.g., logistics and workshop management, time management, etc.) in order to improve the overall quality of the Workshop.

Feedback is the breakfast of champions!
To allow the Overall Program Coordinator to consolidate the results of the Assessment and have the results ready for discussion during the end of day debriefing, it is suggested that the End-of-Day Assessment be conducted during or around the time of the PM snack. The administration of this Assessment should take about 15 minutes. Process: 1. The Head Facilitator will inform participants that there will be a short break from the Workshop session for the End Day Assessment. 2. The Head Facilitator will give the following reminders to the participants: 2.1. The Assessment is confidential. Participants will not be asked to put their names on the Assessment Sheet. 2.2. Honesty is important in order to ensure the quality of this Workshop and future Workshops. 2.3. Instructions are indicated on the Assessment Sheet, participants should approach the Head Facilitator if there are any questions.

Facilitator’s Guide

Page 44 of 49

CSR+ Strategic Planning Workshop Manual

3. The Event Organizer/s will distribute the End Day Assessment Sheets (see Annex 1) to participants. One Assessment Sheet per participant. 4. The participants will be given 5 minutes to fill-in the Assessment Sheets. 5. The Event Organizer/s will collect the filled in Assessment Sheets from the participants and forward them to the Overall Program Coordinator. 6. The Head Facilitator will thank the participants for providing feedback. 7. The Overall Program Coordinator will consolidate the results of the End Day Assessment and discuss pertinent results during the debriefing and make the necessary adjustments in the conduct of the Workshop. 7.1. It is ideal to discuss feedback specific to Resource Persons with the person concerned in private, especially if the feedback is sensitive. 7.2. On the other hand, positive feedback can and should be shared with the group. The results of the Assessment should be used by the Overall Program Coordinator in determining the choice of Resource Persons for future workshop sessions.

POST WORKSHOP ACTIVITIES
Similar to the post session and end-of-day activities, it is also important to conduct post workshop activities in order to gather feedback to allow the workshop cast to improve the conduct of future activities. The post-session activities are also necessary to determine and follow through the next steps towards the implementation of the CSR+ Plan. At the end of the entire workshop, the following activities should happen: 1. The Head Facilitator shall administer the Workshop Assessment Form (See Annex F9). a. The Head Facilitator shall consolidate results of evaluation. b. The Documenter shall include evaluation results (summary) in workshop documentation. 2. Documentation a. The Lead Documenter shall submit the draft documentation to the Overall Program Coordinator.

Facilitator’s Guide

Page 45 of 49

Feedback is the breakfast of champions! To allow the Overall Program Coordinator to consolidate the results of the Assessment and have the results ready for discussion during the final debriefing..g. it is suggested that the Workshop Assessment be conducted during or around the time of the last break (lunch or snack). The Plan should first be presented and approved by the appropriate LGU officials. time management. relevance. Facilitator’s Guide Page 46 of 49 . i. forming / calling on the Technical Working Group (TWG) or CSR+ Task Force. The Overall Program Coordinator shall provide LGU with copy of workshop documentation. It is also intended to gather feedback regarding necessary adjustments that need to be made (in any aspect. WORKSHOP ASSESSMENT The Workshop / Program assessment is conducted primarily in order to provide the Overall Program Coordinator and Workshop Cast with feedback regarding the overall effectiveness.) in order to improve subsequent runs of the Workshop and other similar endeavors. The Overall Program Coordinator is responsible for monitoring the implementation of the CSR+ Plan.g. The administration of this Assessment should take about 15 minutes. The Overall Program Coordinator shall help the LGUs determine next steps (after the workshop). c. Mobilize the local CSR implementing team e. The Overall Program Coordinator is responsible for approving / finalizing workshop documentation. d.CSR+ Strategic Planning Workshop Manual b. c. and delivery of the CSR+ Workshop. Coordinate with MSH LEAD for technical assistance requirements. Identify technical assistance requirements. logistics and workshop management. e. etc. ii. b. 3. CSR+ Plan Implementation a.

4.2. 8. Instructions are indicated on the Assessment Sheet. 6. The Assessment is confidential. The Head Facilitator will thank the participants for providing feedback. 5. 3. especially if the feedback is sensitive. The Overall Program Coordinator will consolidate the results of the Workshop Assessment and discuss pertinent results during the final debriefing.3. There will be one Assessment Sheet per participant. The Head Facilitator will inform participants that there will be a short break from the Workshop session for the Overall Workshop Assessment. 3. 3. Honesty is important in order to ensure the quality of this Workshop and future Workshops. 8. 2. Participants will not be asked to put their names on the Assessment Sheet. relevance. On the other hand.1. Facilitator’s Guide Page 47 of 49 . The Event Organizer/s will distribute the Workshop Assessment Sheets (see Annex 2) to participants. and delivery in order to continuously improve subsequent runs. It is ideal to discuss feedback specific to Resource Persons with the person concerned in private. The Head Facilitator will explain that while the End-Day Assessment focused on getting feedback about Resource Persons and how the run of the workshop can be improved. especially if there are suggestions / improvements that can be adapted for future runs. participants should approach the Head Facilitator if there are any questions. 7. the Overall Workshop Assessment will focus on getting feedback regarding overall Workshop effectiveness. 8. positive feedback can and should be shared with the group.1. The participants will be given 5 minutes to fill-in the Assessment Sheets.2. The Head Facilitator will give the following reminders to the participants: 3. The results of the Workshop Assessment should be used documented and reported by the Overall Program Coordinator to the Workshop organizers.CSR+ Strategic Planning Workshop Manual Process: 1. The Event Organizer/s will collect the filled in Assessment Sheets from the participants and forward them to the Overall Program Coordinator.

your role is to create an environment in which people can direct their own learning. Facilitator’s Guide Page 48 of 49 . It is helpful to remember the following tips: Facilitation3 ♦ ♦ ♦ ♦ ♦ ♦ ♦ ♦ ♦ ♦ ♦ ♦ ♦ ♦ Structure program activities Establish program schedules and norms Coordinate exercises Stimulate discussion Ask questions Clarify key points Guide problem solving Guide and respect the process Recognize that participants are adults and experts in their own fields Support participants during moments of confusion and doubt Allow participants to air their views / comments Reinforce ideas on flipcharts Reflect. Organizational Dynamics. This requires you to be responsive to participants’ different needs and learning styles. Inc. 1990. expand and summarize participant comments Emphasize application and use 3 Quality Action Teams: Facilitator Manual. They will have different backgrounds and different levels of experience. Each group of participants will be different.CSR+ Strategic Planning Workshop Manual TIPS FOR FACILITATORS As a Facilitator.

never. Use the active voice. Wear very comfortable shoes. Use very inclusive language and examples. Always explain jargon / terms / technical words. Do not infer lack of knowledge of participants. easy to understand sentences and phrases. What to Wear5 ♦ ♦ ♦ ♦ ♦ Dress equal to or just a tad better than participants. Avoid noisy jewelry Be aware how perspiration may show with some outfits. 4 5 Excerpts from Kathy Obear. Avoid or always explain clichés. 1991. Use colorful / descriptive words to paint images Use repetition to emphasize key points. Avoid or always define acronyms. Ibid. Do not infer that a concept or skill is easy to learn or that they should know it already. Facilitator’s Guide Page 49 of 49 . should. Stay away from sexist / racist / heterosexist language. Avoid using absolutes: always.CSR+ Strategic Planning Workshop Manual Language Considerations4 ♦ ♦ ♦ ♦ ♦ ♦ ♦ ♦ ♦ ♦ ♦ Use short. Wear an outfit you are used to presenting in.

RESOURCE PERSON’S GUIDE CSR+ Strategic Planning Workshop Manual November 2005 .

CSR+ Overview and Workshop Flow .

securing /achieving commodity self-reliance as a strategic intervention to sustain and expand the local health programs To build awareness on the total health sector response to the challenge of contraceptive self-reliance/commodity security (CSR+) and AO 158 To assist LGU teams in identifying their respective CSR+ requirements and in formulating their own local CSR + strategies To discuss with LGUs possible options to develop/establish systems and structures in the LGUs for forecasting. This portion gives an overview of the workshop and the process flow for the Resource Person’s guidance. Vitamin A supplementation and STD//AIDS programs To assist LGU teams in developing LGU CSR+ plan to implement their respective CSR+ strategies and to identify list of policies needed to work towards self-reliance To share with participants various LGU-initiated interventions toward achieving commodity self-reliance • • Resource Person’s Guide Page 1 of 38 . particularly. and distribution of commodities/service delivery in order to achieve self-reliance in the FP Program and to secure commodity supplies for TB. procurement.CSR+ Strategic Planning Workshop Manual CSR+ OVERVIEW AND WORKSHOP FLOW The introduction already lays the foundation for the importance of the CSR+ Workshop. WORKSHOP OBJECTIVES • • • • To revisit the IPHO Plans developed in the Assessment and Planning Workshop. resource mobilization.

CSR+ Strategic Planning Workshop Manual WORKSHOP FLOW Revisiting the LGU Plans (A&P) Defining CSR+ Strategic Options Developing Action Plan to Implement the CSR+ Options in the LGU Plans Sharing of LGU’s CSR Policy Agenda. Plans and Support Resource Person’s Guide Page 2 of 38 .

(2) Financing / Resource Mobilization.CSR+ Strategic Planning Workshop Manual Part 1: Where we are … Revisiting the LGU Plans to focus on initiatives toward achieving CSR+ • • Review of A&P interventions (Health Inputs: Staff/Facilities. (4) Distribution & Service Delivery Part 2-B: Exploring and Weighing Options which are “Doable” Identifying CSR+ (Commodity Self-Reliance) Strategies and Options • Which of the options are “DOABLE” in our LGU? Assess “doability” using a suggested Rating template considering six critical areas: 1) Potential impact on access to services 2) Complexity of establishing the structure / system* 3) Ease of decision to change existing policy* 4) Potential support 5) Time required for change* 6) Resource requirements* Resource Person’s Guide Page 3 of 38 . (3) Procurement & Warehousing. which of these interventions will help LGUs secure the availability of commodity supplies and assist LGUs to achieve commodity self-reliance?” Part 2-A: Exploring and Weighing Options which are “Doable” Defining CSR+ (Commodity Self-Reliance) Strategies and Options • • • How do we achieve commodity self-reliance? Goals and Objectives of CSR (FP. A & STI/HIV/AIDS) Define important concepts and strategic options Series of Input presentation and workshop sessions on the Four Elements of CSR: (1) Forecasting. TB. Vit. Technology & Commodity) “From the list of interventions identified.

Systems and Structures Allocating/Utilizing of funds & resources Drafting and Passage of Policies and Guidelines Resource Person’s Guide Page 4 of 38 . LGUs may have a second look at the list of options to consider other factors aside from the 6.CSR+ Strategic Planning Workshop Manual * Are there existing structures/systems? Supporting policies or fund allotments? Part 2-C: Exploring and Weighing Options which are “Doable” Prioritizing Options • What are final options the LGU want to implement? Prioritize --Highest Score of 30. Vitamin A & STI/HIV/AIDS Programs to define activities on: Information generation and use (Education Campaigns. to prioritize final options Part 3: Defining Plan of Action CSR+ Workplan (Enhancing the LGU A&P Plan) • What will be the critical activities to implement the options selected on the Four Elements? Series of Workshop Discussion for FP. Informing LCEs & Influentials) Setting-up Organization. Lowest score 5 --. TB.the higher the score the more likely it can be operationalized at the LGU Like the bidding process.

Identifying Next Steps & Agreements ! • • • Presentation of WS Outputs: Options.CSR+ Strategic Planning Workshop Manual Part 4: Ensuring Success Sharing LGU Outputs. Major Activities & CSR+ Milestones Immediate Next Steps Building Commitments Resource Person’s Guide Page 5 of 38 .

background. • The soft copy should be returned to the Head Facilitator after the session. to ensure readability. a soft and hard copy should be provided to the Head Facilitator at least 48 hours before the Workshop (not the session) starts to provide adequate time for reproduction and distribution. block. Any additional materials that the Resource Person may want to provide should: • • Be cleared and subsequently approved by the Head Facilitator. d. The design also takes into account the flow of the sessions vis-àvis the objectives and expected output. 1. or present additional slides. Text and graphics may be displaced as a result of changing template designs. template design of the workshop material. Page 6 of 38 . However. the following guidelines must be observed: • • • Resource Person’s Guide Ensure that the font colors are appropriately adjusted vis-à-vis background / template design. Font type should be simple. The Resource Person may want to alter the animation. not fancy to ensure that it can be easily read.CSR+ Strategic Planning Workshop Manual GUIDELINES ON THE USE OF PRESENTATION MATERIALS This CSR+ Workshop Manual has been prepared in order to ensure efficient and effective delivery of the CSR+ Workshop. The Resource Person will be provided with a soft and a hard copy of the presentation materials pertaining to his/her session/s. Presentation materials have been developed for use by Resource Persons in order to minimize the variance of information shared with all the workshop participants across the country. Presentation Materials a. b. These should be appropriately adjusted. If approved. c. It is designed to ensure that there is a common message delivered to the different participants regardless of the designated Resource Persons delivering the sessions.

not be more than 7.CSR+ Strategic Planning Workshop Manual • • • Number of lines per slide should. as much as possible. These materials can be used only as specified by MSH and USAID. 2. and funded by USAID. and never as part of a long text. but rather supplement it. 3. Notes to Presentation Materials a. Size of the smallest text font should at least be 20. b. b. Resource Person’s Guide Page 7 of 38 . Use red sparingly. Some slides are accompanied by NOTES. They have ownership of these materials. This Manual. The Notes do not duplicate the information contained in the slides. These notes provide additional information for the Resource Person to better understand and explain the slides. Limit the number of font colors to 3 per slide. inclusive of the presentation materials have been developed for and by the MSH. Ownership of Presentation Materials a.

It is also your responsibility to ensure that common understanding is reached at the end of the session. What to Wear ♦ Dress equal to or just a tad better than participants. Avoid using absolutes: always. ♦ Avoid noisy jewelry 1 Excerpts from Kathy Obear. It is helpful to remember the following tips: Language Considerations ♦ ♦ ♦ ♦ ♦ ♦ ♦ ♦ ♦ ♦ ♦ Use short. Resource Person’s Guide Page 8 of 38 . Use the active voice. your role is to share information on a particular topic / area.CSR+ Strategic Planning Workshop Manual TIPS FOR RESOURCE PERSONS1 As a Resource Person. Do not infer that a concept or skill is easy to learn or that they should know it already. This requires you to be responsive to participants’ different needs and learning styles. should. Avoid or always explain clichés. Each group of participants will be different. Use very inclusive language and examples. ♦ Wear very comfortable shoes. Use colorful / descriptive words to paint images Use repetition to emphasize key points. never. easy to understand sentences and phrases. They will have different backgrounds and different levels of experience. Do not infer lack of knowledge of participants. Always explain jargon / terms / technical words. Avoid or always define acronyms. 1991. Stay away from sexist / racist / heterosexist language.

♦ Check your slides. ♦ Wear an outfit you are used to presenting in. Equipment / Audio-Visual ♦ Do a sound / equipment check before the participants enter the session hall. ♦ Check your materials / handouts. Resource Person’s Guide Page 9 of 38 .CSR+ Strategic Planning Workshop Manual ♦ Be aware how perspiration may show with some outfits.

You are encouraged to ask questions to elicit participation validate understanding. In addition to the specific Resource Person / Facilitator’s Guide for each session. the suggested procedure of handling the session. Note that only the requirements specific to the sessions are contained in the guides. computer. it is recommended that the prepared materials be used. are no longer repeated. and behavioral). and Powerpoint® material. This guide will help ensure that the Resource Persons / Facilitators deliver / facilitate the session according to the intended design of the CSR+ Strategic Planning Workshop. the Resource Person / Facilitator should ensure that common understanding is reached. affective.CSR+ Strategic Planning Workshop Manual COMPILATION OF SESSION GUIDES This section presents a compilation of a per session guide for Resource Persons and / or Facilitators (some sessions are handled by the Head Facilitator). questions that can be used to facilitate interaction with the participants and check back understanding. It is suggested that the sessions be as interactive as possible. specific session objectives (cognitive. integrate concepts or application. This guide is best provided to Resource Persons tasked to deliver specific sessions. Each session has a specific Powerpoint® presentation material. Only the guide pertaining to the specific session should be provided. preparation required for the session and related activities / exercises. standard (common to all) requirements such as LCD projector. Each guide contains the time allocated for each session. To ensure common understanding. Resource Person’s Guide Page 10 of 38 . Any deviation should be discussed / cleared with the Overall Program Coordinator at least two weeks before the scheduled workshop date. and key points for the participants to note. each presentation material also has accompanying notes to aid the Resource Person / Facilitator in his / her presentation.

Objective Cognitive Objectives: • To provide participants the importance of pursuing the CSR Strategic Initiative in moving forward with their LGU Health Programs Affective Objectives: • To present the various factors that present immediate challenges to their plans regarding FP programs thus requiring accelerated action. • Flipchart Papers/ Metacards / Writing Implements for questions/ concerns that may be raised by participants during the presentation Preparation Resource Person’s Guide Page 11 of 38 . Behavioral Objectives: • To encourage participants to respond to the challenges via developing their CSR+ plans early on to achieve self-reliance in their health program.CSR+ Strategic Planning Workshop Manual Session 1 Presentation CSR+ Strategic Planning Workshop Objectives Estimated Time This session is estimated to last 30 minutes.

Discuss designation of host teams. Resource Person’s Guide Page 12 of 38 . Discuss the objectives one by one. 3. Ask the participants to express any concern or raise any questions regarding the objectives. It is possible that some participants may have important points to raise regarding the objectives and how they relate to the conduct of the previous A and P Workshop (for LEAD sites) for which some of the elements may be overlapping with this workshop. Discuss the workshop schedule. Suggested Questions Key Points Not applicable. 2.CSR+ Strategic Planning Workshop Manual Session 1 (continuation) Procedure 1.

Procedure Resource Person’s Guide Page 13 of 38 .CSR+ Strategic Planning Workshop Manual Session 2 Presentation Enhancing the Local Health Sector: Framework for Decision-Makers Estimated Time This session is estimated to last for 1 hour. Discuss Major Policy Decision Areas. Discuss the outline of the presentation (refer to Sequence of Slides in the Powerpoint®) first to give a broad perspective to the participants of the contents. Present and discuss the Health Framework. 2. It is best to use analogies vis-à-vis the LGUs own operations when discussing these elements so they can follow better the logic of the framework. 3. Purpose Cognitive Objectives: • To provide the participants an understanding of the workings of the Local Health Sector Framework Affective Objectives: • To help decision-makers identify decision areas that would enhance the performance of the local health sector Behavioral Objectives: • To help Identify major decision-makers in the local health sector 1.

Key problems of the health sector 3. What are the important problems facing the health sector? 3. What do you understand by the term “health sector”? 2. Who makes these decisions? 1. Local Health Sector Framework 2. what are key decisions that have to be made to address these problems? 4. Decision areas involved in enhancing the performance of the health sector Key Points Resource Person’s Guide Page 14 of 38 .CSR+ Strategic Planning Workshop Manual Session 2 (continuation) Suggested Questions 1. Given these problems.

Affective Objectives: • To demonstrate that the outputs of the assessment and planning workshops are continually useful and better applied by using this local health framework.. • • • • For LEAD sites. summarize health related interventions.CSR+ Strategic Planning Workshop Manual Session 3 Presentation Update on LGU Initiatives/Interventions on the Health Sector Estimated Time This session is estimated to last 30 minutes. For non-LEAD sites. prepare Powerpoint® presentation by geographical area (e.g. Purpose Cognitive Objectives: • To provide the participants with an opportunity to review the results of the assessment and planning workshop this time in the context of the local health sector framework. ILHZ) of the consolidated results of the A/P. Preparation Resource Person’s Guide Page 15 of 38 . Have Metacards and writing implement for each LGU group/ team. Flipchart paper per LGU group/ team. Behavioral Objectives: • To encourage the participants to take swifter action and firm resolve regarding their CSR+ program.

use the templates to solicit inputs from the participants. Resource Person’s Guide Page 16 of 38 . Particularly with respect to the problems and interventions? Suggested Questions Key Points 1. Co-facilitators should ask the participants to put the answers in metacards and post this on the flipchart which echoes the filled in template shown on the Powerpoint®. 3. After presenting the health framework. Chronological sequence of events of the LGU engagement /initiatives 2. Securing Anti TB Drug Supply. and HIV/AIDS Detection and Control) 4. Remind participants to refer to their previous A/P notes/documentation for LEAD sites) to answer / fill-in the templates on the Powerpoint® presentation. demand for health services. Did we capture the main results of the workshop? 2. Results classified according to the framework – productivity/quality of input. 1. organization of delivery and financing. Process of the A/P workshop 3. 2.CSR+ Strategic Planning Workshop Manual Session 3 (continuation) Procedure 1. supply of health services. Vit A Supplementation. Results by program (FP.

158 on the LGU health program. Affective Objectives: • To demonstrate the need for the LGU to respond positively to AO 158 to avoid possible consequences of inadequate action. Provide each LGU group/team copies of the A. 158 and its implications on actions that the LGUs should consider to explore.CSR+ Strategic Planning Workshop Manual Session 4 Presentation DOH CSR Strategy and AO 158 Estimated Time This session is estimated to last for 1 hour.O. Resource Person’s Guide Page 17 of 38 .O. Preparation Procedure Certain slides provide statistics so that you may emphasize/ dramatize the key messages provided in the Powerpoint®.O. 158 for further reading outside the workshop. Purpose Cognitive Objectives: • To provide participants an understanding of the CSR strategy alongside A. Behavioral Objectives: • To present and explain to participants the various responses from the LGUs to be able to address the impact of A.

4.O.O.O. A. 158 impact on the CSR strategy? What are the expected actions/ responses from the LGUs arising from this? What are consequences of not addressing this CSR Strategy and A. 2. 5. CSR Strategy 2. Expected action/ responses resulting from CSR Strategy and A.CSR+ Strategic Planning Workshop Manual Session 4 (continuation) Suggested Questions 1. 158 impact on CSR Strategy 3.O. 3. 158 Resource Person’s Guide Page 18 of 38 . 158? Key Points 1. What is a CSR strategy? What are the broad responses arising due to this CSR strategy? How does A.

CSR+ Strategic Planning Workshop Manual Session 5 Presentation The CSR Road Map Estimated Time This session is estimated to last 35 – 45 minutes. • To provide a deeper appreciation of the issues and significance of a roadmap in the context of total CSR efforts Behavioral Objectives: • To present and explain to participants the various policy options available related to CSR. Purpose Cognitive Objectives: • To provide participants a “lay of the land” and a road map that would provide directions in the implementation of CSR. • To familiarize the participants with the common terms associated with CSR. • • Compass for the “True North Exercise” Bristol board for flowcharting shapes exercise Preparation Resource Person’s Guide Page 19 of 38 . Affective Objectives: • To demonstrate that AO 158 presents several challenges for paradigm shifting regarding local health systems.

Perform “Parade of the Shapes” to introduce session objectives and format of road map. What scenario would an LGU be in if they have sufficient resources to provide for everyone? 4. 2. Why is CSR important? What are the basic requirements for CSR? What are the three possible scenarios in implementing CSR? What considerations ought to be taken under the three scenarios? Importance of CSR Basic requirements for CSR Three possible scenarios for implementing CSR Considerations under the three scenarios. 5. 4. 4. 3. Suggested Questions In exploring the CSR Road map: 1. After discussing session objectives. What options should he explore? 3. 2. 3. proceed with the conduct of the “True North” Exercise.CSR+ Strategic Planning Workshop Manual Session 5 (continuation) Procedure 1. 4. Walk the participants through the CSR Roadmap Explore the CSR Roadmap with the participants and emphasize the following: What are the adverse reactions to be avoided (slide 8)? What are the desired responses that should be encouraged (slide 9)? Then explain the three possible strategic responses to the phase-down of contraceptive commodities. Resource Person’s Guide Page 20 of 38 . Key Points 1. What do we do about an LCE who says that he is not willing to do anything extra for CSR over and above what he receives as free commodities? For the recap and integration: 1. 3. 2. 7. 6. What scenario would an LGU be in if the mayor wants to provide FP goods and services for all but has the resources only for the poor? 2. What options should the LCE of this LGU explore? 5.

b. ensure that diskette with forecasting tool file is available.CSR+ Strategic Planning Workshop Manual Session 6. 3. If computer does not have USB drive. with USB drive. Ensure that each LGU team has 1 computer / laptop (should have MS excel program installed.1 Presentation Forecasting Estimated Time This session is estimated to last for 120 minutes. Cognitive Objective • Make Participants understand the meaning and purpose of forecasting Affective Objective • Have the participants use and understand the tool for forecasting the requirements for family planning commodities and services Behavioral Objective • Have the participants calculate their LGU requirements for family planning commodities and services using the forecasting tool 1. Remind participants to refer to the User’s guide. Purpose Preparation Resource Person’s Guide Page 21 of 38 . make sure the participants have calculators. Each LGU sits together with an assigned Facilitator or Resource Person for each group 2. including forecasting exercise and workshop to compute for FP requirements. Distribute printed copies of the exercise (scenario). If computers are not available. 4. running on windows XP) a.

Forecasting is necessary in order to be able to estimate and prepare for requirements. 4) The Resource Person or Facilitator assigned to the LGU then ensures that the LGU is able to compute their requirements. e. Did you find it easy or difficult to use the forecasting tool? Why? What challenges do you foresee.g. 7. in using the tool? How confident are you with the results of your forecasting? What insights have you learned from the exercise? Suggested Questions Key Points 5. 4. 2) The Resource Person or Facilitator checks the answers and ensures that the participants correctly applied the forecasting tool. past demand. Forecasting is guided by assumptions. 2. 1.1 (continuation) Procedure 1) After the discussing the concepts and walking the participants through the process. Resource Person’s Guide Page 22 of 38 . etc. expected growth rates.CSR+ Strategic Planning Workshop Manual Session 6. a) The Resource Person or Facilitator answers any question / makes the necessary clarifications. 6. if any. 3.. participants are assigned to go their assigned rooms / tables (with computers) and are given the opportunity to apply what they have learned using the forecasting exercise. 3) The LGUs are now instructed to compute their requirements using their own data. There is no such thing as a perfect forecast. Forecasts / targets should be regularly reviewed and adjusted as necessary.

2. Open the session by holding a brainstorming session on: a. Affective Objectives: • To provide decision makers with possible resource mobilization options to fund health programs. Proceed to formal presentation starting with the objectives of the session. After the presentation. Current sources of health funds b. 4. Ensure that LGU brings the Statement of Income and Expenditure for _____ (Secure latest data available). Have flipcharts / white board / idea cards ready for brainstorming session. Fill-in Finance and Resource Mobilization template.2 Presentation Finance and Resource Mobilization Estimated Time This session is estimated to last for 1 hour and 45 minutes Purpose Cognitive Objectives: • To presented background information on and rationale for resource mobilization. Present output to the big group for critiquing Preparation Procedure Resource Person’s Guide Page 23 of 38 . 5. break group by LGU and provide 45 minutes for the workshop. Behavioral Objectives: • Decision makers / LGU teams will decide on resource mobilization options to explore and include these in their CSR+ Plans. 6. 1.CSR+ Strategic Planning Workshop Manual Session 6. 1. Note responses / ideas generated on flipcharts / white board / idea cards which will be referred to during the presentation. 3. Other schemes for resource mobilization 2.

CSR+ Strategic Planning Workshop Manual Session 6. 1. Suggested Questions Key Points Resource Person’s Guide Page 24 of 38 . The LGU needs to develop financing strategies to fund health expenditure requirements. Other than these. Resource mobilization is needed to achieve local development. with different sources of funds. The LGU needs to identify health priorities consistent with its local development goals. do you have other schemes to mobilize resources? • • • • The LGU by itself does not have sufficient resources to fund development needs. What are your current sources of health funds? 3.2 (continuation) LGUs have programs and projects. How important is the health sector in the LGU in terms of its share to total expenditures? How is it compared with other LGUs? 2.

Current / past challenges experienced by the LGUs regarding procurement and warehousing of commodities. break group by LGU and provide about 45 minutes for a workshop 5) Present summary of output to the big group for critiquing Purpose Preparation Procedure Resource Person’s Guide Page 25 of 38 . Do preliminary data gathering to know: 1.3 Presentation Procurement and Warehousing Estimated Time This session is estimated to last for 1 hour and 30 minutes. 1) Open the session by holding a brainstorming session on: a) Current procurement procedures b) Alternative procurement options 2) Note responses / ideas generated on flipcharts / white board / idea cards which will be referred to during the presentation. Behavioral Objectives: • Decision makers / LGU teams will identify procurement options to explore and include these in their CSR+ Plans. Affective Objectives: • To provide decision makers with procurement options to ensure adequate supply of commodities. Cognitive Objectives: • To presented background information on and rationale for an effective and efficient procurement and drug management system.CSR+ Strategic Planning Workshop Manual Session 6. Presence / absence of an Inter Local Health Zone and their procurement related activities or inclinations. Existing procurement and warehousing practices in the LGUs. 3. 3) Proceed to formal presentation starting with the objectives of the session 4) After the presentation. specifically those dealing with commodities (if any) 2.

Resource Person’s Guide Page 26 of 38 . An efficient and effective procurement and warehousing system is critical in ensuring commodity self-reliance. The option that the LGU will consider will depend on its requirements and resources. Each option has its advantages (or benefits) and disadvantages. 4. • • • • What are the possible procurement options for your LGU? What are the advantages and disadvantages of these options? What factor will make you decide on a particular procurement option? What other interventions are necessary for your LGU in order to implement a specific option? Suggested Questions Key Points There are procurement options that the LGU can consider in order to establish an efficient commodity supply system.CSR+ Strategic Planning Workshop Manual Session 6. 3. 2.3 (continuation) 1.

including 1 hour for the workshop. LGUs would have recognized: • the need to prioritize* services for marginalized sectors in the community as part of good governance • that fulfilling its mandate is ensuring families achieve well-being • importance of ensuring equitable distribution and service delivery to sustain and expand FP and health programs • importance of involving all sectors to guarantee provision of services for all men and women (When & Where) Purpose / Objectives * To prioritize we need to identify them from a client classification tool. Subsequently.CSR+ Strategic Planning Workshop Manual Session 6. Cognitive • To present the current challenges in providing and sustaining service delivery in FP (and other health programs) • To discuss key (users and providers) players in the SD and key considerations (Demand and supply) in SD Affective Faced with the challenge of reduced commodity assistance. increasing demand for services and limited resources. Resource Person’s Guide Page 27 of 38 . all other client segments are identified.4 Presentation Distribution & Service Delivery Estimated Time This session is estimated to last for 2 hours.

MWRA. elicit questions from participants. 2. CPR. Present Options to provide/ensure delivery of services. 3. 4. Discuss Workshop to Identify Quadrants. Forecasted Commodity Requirements (GAP analysis on demand for commodities vs.) Behavioral To present and explain to participants options to ensure/implement equitable distribution and delivery of services that will: • continue subsidizing the poor (through direct provision or through private sector groups) • shift those who can afford to pay (and willing to pay) to the private sector Ensure that the following information is available: Population. Ratio of public health workers to client. Method Mix. Conduct Workshop to identify options of specific LGUs Preparation Procedure Suggested Questions / Key Points 1) Who are the key players in Distribution & Service Delivery? a) Demand and Supply (commodities and service provision) b) Users and Providers 2) What is the system (policy) of Distribution & Service Delivery do we envision under CSR+ Strategy? Why? a) Reduced commodity b) Increasing population and increasing demand c) Limited LGU resources (Resource Mobilization/Procurement) d) Results of Demand and Supply Analysis Forecasting) i) How do we implement these Strategic Options (Interventions) for specific segments of clients Resource Person’s Guide Page 28 of 38 . supply). inventory of private service providers (Supply Analysis) 1. After the Powerpoint® presentation.4 (continuation) Purpose / Objectives (cont.CSR+ Strategic Planning Workshop Manual Session 6.

the market has transformed! Resource Person’s Guide Page 29 of 38 .4 (continuation) Suggested Questions / Key Points (cont) Key Points 3) Classifying clients as crucial to equitable SD? Are there existing segmentation tools? What is the added value of LSS compared with the other tools? • CSR Quadrants 4) Strategic Options.non-poor has to be served through private sector. Requirements and Implications. we need to classify our clients in order to target the poor ---since LGUs are guarantors of ensuring services for all ----.CSR+ Strategic Planning Workshop Manual Session 6. When there is public and private sector collaboration. We need to identify our priority clients.

and Detection and Control of HIV/AIDS/STD (when applicable) input sessions are presented one after the other. if local statistics are available). Resource Person’s Guide Page 30 of 38 . and its reliance on commodities. • Ensure that LGU has information regarding TB cases (per category) at least for the previous year.1 Presentation Securing Anti-TB Drug Supply Estimated Time Purpose 30 minutes Cognitive Objectives: • To familiarize participants with the situation regarding TB incidence rates in the country (or locality. its impact on health outcomes.CSR+ Strategic Planning Workshop Manual Session 7. Preparation Procedure Securing Anti-TB Drug Supply. Note that the strategic options identified or developed for FP and the other health programs may also be applicable to TB drugs supply. Vitamin A Supplementation. The one hour workshop for strategic options identification pertaining to these health programs is held after the Vit. A (or HIV/AIDS/STD) presentation. Affective Objectives: • To highlight the impact of TB as a health concern. Behavioral Objectives: • To encourage LGUs to develop commodity self-reliance in TB drugs.

CSR+ Strategic Planning Workshop Manual Session 7. How would you describe TB incidence rates in your locality? 2. Suggested Questions Key Points Resource Person’s Guide Page 31 of 38 . Currently.1 (continuation) 1. Its cure is dependent on early detection and compliance with medication / dosage requirements. it is ideal for LGUs to achieve commodity self-reliance. TB cure is commodity-dependent. What is your experience regarding the supply of TB drugs? Have you experienced any delays in supply or shortages? 3. TB drugs are supplied by DOT. What is the status of the implementation of TB DOTS in your locality? What do you think are the reason/s behind its success (or failure)? • • • TB is one of the top health concerns of the country. Since ensuring continuous supply of TB drugs is critical. Do you have specific targets pertaining to TB detection and cure? 4.

and Detection and Control of HIV/AIDS/STD (when applicable) input sessions are presented one after the other. if local statistics are available).2 Presentation Vitamin A Supplementation Estimated Time Purpose 30 minutes Cognitive Objectives: • To familiarize participants with the situation regarding Vitamin A deficiency rates in the country (or locality. Vitamin A Supplementation. Resource Person’s Guide Page 32 of 38 . A. Note that the strategic options identified or developed for FP and the other health programs may also be applicable to Vit. A deficiency cases at least for the previous year. its impact on health outcomes. A supplementation. Preparation Procedure Securing Anti-TB Drug Supply. Behavioral Objectives: • To encourage LGUs to develop commodity self-reliance in Vit. • Ensure that LGU has information regarding Vit. A (or HIV/AIDS/STD) presentation. The one hour workshop for strategic options identification pertaining to these health programs is held after the Vit. and its reliance on commodities.CSR+ Strategic Planning Workshop Manual Session 7. Affective Objectives: • To highlight the impact of Vitamin A deficiency as a health concern.

A? Have you experienced any delays in supply or shortages? 3. A supplementation? 4. Vit. A is critical.CSR+ Strategic Planning Workshop Manual Session 7. Vit. Vitamin A supplementation is easy and inexpensive. Currently. Do you have specific targets pertaining to Vit.2 (continuation) 1. it is ideal for LGUs to achieve commodity selfreliance. Since ensuring continuous supply of Vit. A supplementation in your locality? What do you think are the reason/s behind its success (or failure)? • • • Vitamin A deficiency is an important health concern of the country. A deficiency rates in your locality? 2. Suggested Questions Key Points Resource Person’s Guide Page 33 of 38 . What is your experience regarding the supply of Vit. What is the status of the implementation of Vit. How would you describe Vit. A supplementation is commodity-dependent. A is supplied by DOT.

The one hour workshop for strategic options identification pertaining to these health programs is held after the Vit. if local statistics are available). • Ensure that LGU has information regarding HIV/AIDS cases at least for the previous year.3 (For Sentinel Sites Only) Presentation HIV / AIDS DETECTION AND CONTROL Estimated Time This is only applicable to Sentinel sites. strategic options identified may also apply to HIV/AIDS detection and control. its impact on health outcomes. Vitamin A Supplementation. If there are Sentinel sites. and its reliance on commodities. Behavioral Objectives: • To encourage LGUs to develop commodity self-reliance in HIV/AIDS. and Detection and Control of HIV/AIDS/STD (when applicable) input sessions are presented one after the other. the time allocation for health programs should be increased by another 30 minutes to include this portion. Affective Objectives: • To highlight the impact of HIV/AIDS as a potential health concern.CSR+ Strategic Planning Workshop Manual Session 7. Purpose Cognitive Objectives: • To familiarize participants with the situation regarding HIV/AIDS incidence rates in the country (or locality. Resource Person’s Guide Page 34 of 38 . Note that the strategic options identified or developed for FP and the other health programs may also be applicable to HIV/AIDS detection and control. As with TB and Vitamin A. A (or HIV/AIDS/STD) presentation. Preparation Procedure Securing Anti-TB Drug Supply.

CSR+ Strategic Planning Workshop Manual Session 7. What is the status of the implementation of HIV/AIDS detection and control in your locality? What do you think are the reason/s behind its success (or failure)? • • HIV/AIDS incidence rates are generally low in our country but it is an important potential health concern. Suggested Questions Key Points Resource Person’s Guide Page 35 of 38 . HIV/AIDS detection and control is commodity-dependent.3 (continuation) 1. Do you have specific targets pertaining to HIV/AIDS detection and control? 4. How would you describe HIV/AIDS incidence rates in your locality? 2. Since ensuring continuous supply of HIV/AIDS drugs is critical. it is ideal for LGUs to achieve commodity self-reliance. HIV/AIDS drugs are supplied by DOT. What is your experience regarding the supply of HIV/AIDS drugs? Have you experienced any delays in supply or shortages? 3. Currently.

TB. resource mobilization. Resource Person’s Guide Page 36 of 38 . Purpose At the end of the workshop. the participants shall have: Cognitive Objectives: • Understood the processes (forecasting.CSR+ Strategic Planning Workshop Manual Session 8 (Development CSR+ Plan) Presentation Workshop – Generation of Strategic Options Estimated Time Allocation for this activity is 1. procurement and warehousing and distribution and service delivery. Affective Objectives: • Obtained a list of options to strategically establish systems and structures for CSR in FP and the other health programs at the LGU and the list of structure/systems already in place • Realized the need to consider the commodity requirement in identifying strategies for resource mobilization.5 hours. • Summarized their selected CSR Strategies in Workshop 1 Template B. Behavioral Objectives: • Completed the Workshop 1 Template A to assist them in evaluating the options for each of the CSR processes • Selected the most doable options and proposed them as their respective CSR strategies. HIV/AIDS/STD (when applicable)). Vitamin A. procurement and warehousing and distribution and service delivery) in achieving contraceptive self-reliance (CSR) in the implementation of the different health programs (FP.

the facilitator reviews the worksheet with the group then asks them to compute for 2005. 2. Ensure that the following are available: • Selected slides on the CSR+ Processes • Summary of Strategic Options for each of the CSR+ Processes • Forecasting Formula to compute for commodity requirements for FP. with the support of Co-Facilitators. The Facilitator gives a short introduction about the workshop session. a. and (b) based on the computed value using the worksheet. This session is generally handled by the Lead Facilitator. highlighting on the expected output at the end of the workshop and the time allotted for the LGU to complete the session.e. 2006. To determine the requirement based on the second option. 2007 and 2008. For Forecasting: the Facilitator gives a short review on the two options: (a) LGU allocation based on the provincial plan.CSR+ Strategic Planning Workshop Manual Session 8 (continuation) Preparation 1. He/she presents the templates which the LGU team has to complete during the session. Vitamin A and STD/HIV/AIDS. Procedure Resource Person’s Guide Page 37 of 38 . the Facilitator reviews the results with the group and presents the computed requirements alongside with its allocation based on the provincial allocation plan. Ideally. This session is for the generation of strategic options for the other health programs. The identification of strategic options for FP was done after each element. • Workshop 1 Template A • Workshop 1 Template B • Notes on CSR+ Processes 1.g. there should be 1 Co-Facilitator for every 2 LGUs. Together. Facilitator gives a short review of the CSR+ process (e. TB. After the LGU completes the exercise. doable because it requires resources that the LGU can actually provide). 3. 2. forecasting) to follow through each input presentation made by the Resource Person and to make sure that the options mentioned are understood and kept in mind all throughout the workshop. they evaluate the two options using Workshop 1 Template A and proceed to deciding which of the options is more strategic to take (i.

Do tasks 2a and 2b for the CSS (CSR+) Strategies for TB. etc. chose which ones they will enlist as their strategies to implement each of the strategies. What kinds of intervention are necessary in order to facilitate implementation of these options? Suggested Questions Key Points Depending on each LGU’s situation. resources. it can consider different options for the three elements (except forecasting) in order to achieve CSR. procurement/warehousing. for each of the processes. Using the same template. Vitamin A and STD/HIV/AIDS. For the resource mobilization. In order for the LGU team to select/identify the most doable option/s. and distribution/service delivery: after each input. How easy or difficult is it to arrive at the strategic options? 2.CSR+ Strategic Planning Workshop Manual Session 8 (continuation) Procedure (cont) b. Each member will have to think and decide by himself/herself using the template and then discusses with the group to arrive at a consensus 1. with the assistance of the facilitator and eventually. the Facilitator gives a short review on the options presented by the resource person and asks the LGU team to summarize these using Workshop 1 Template A. At the end of the workshop.. What have been your main considerations in choosing from among the options? 3. the Facilitator employs the Technology of Participation (technique) for small group discussion. the LGU team goes on evaluating the options. 4. each LGU should complete Workshop 1 Templates A and B Resource Person’s Guide Page 38 of 38 .

CSR+ Strategic Planning Workshop Objectives .

To share with participants various LGU-initiated interventions toward achieving commodity self-reliance.COMMODITY SELF-RELIANCE Contraceptive Self-Reliance Plus (CSR+) Strategic Planning Workshop Workshop Objectives 1. Vitamin A supplementation and STD/HIV/AIDS programs. procurement and distribution of commodities/service delivery in order to achieve self-reliance in the FP Program and to secure commodity supplies for TB. To discuss with LGUs possible options to strengthen/establish systems and structures in the LGUs for forecasting. 5. 6. particularly. 3. To revisit the LGU Plans developed in the A&P Workshop. 7. 4. resource mobilization. 2. To assist LGU teams to develop LGU CSR+ plan to implement their respective CSR+ strategies and to identify list of policies needed to work toward achieving self-reliance. To present the CSR Road Map as guide to identify policy decision areas in implementing contraceptive self-reliance in the LGUs. To build awareness on the details of the total health sector response to the challenge of contraceptive self-reliance and commodity security. . LGU initiatives in securing commodity/ achieving self-reliance as a strategic intervention to sustain and expand the local health programs. To assist LGU teams in assessing their respective CSR+ requirements and in formulating their own local CSR + strategies for FP and other health programs.

Planning Identifying activities/initiatives identified in the A&P and how this will help the LGUs work toward Contraceptive Self-Reliance (and securing commodities for TB.Contraceptive Self-Reliance Plus (CSR+) Strategic Planning Workshop Expectations from the Workshop What participants intend to contribute to make this workshop successful I. Follow-on activities LGU PLANS DEVELOPED IN THE A&P (interventions to secure commodities) Workshop Flow V. Vit. Registration LGU CSR+ Plans* * IV. Closing I. A and STD/HIV/AIDS II. Introduction . Opening III. II. Looking Back Program Coordinators’ Workshop LGU Teams have completed the LGU Governance and Health Service Capability Development Planning (Assessment and Planning Workshop) III.

particularly. To share with participants various LGUinitiated interventions toward achieving commodity self-reliance Workshop Schedule DAY 1 I.Policy Decision Areas Session 6: Elements of CSR and Identification of Strategic Options on: Forecasting 1:45 – 3:45pm 3:45 – 5:45pm 1:00 – 1:45pm 9:30-10:00am Financing / Resource Mobilization 10:00 – 11:00am 11:00 – 11:30am 11:30-12:00nn 12:00-1:00pm . and distribution of commodities/service delivery in order to achieve self-reliance in the FP Program and to secure commodity supplies for TB. resource mobilization. REGISTRATION II. Objectives To discuss with LGUs possible options to develop/establish systems and structures in the LGUs for forecasting. To assist LGU teams in identifying their respective CSR+ requirements and in formulating their own local CSR + strategies. securing /achieving commodity self-reliance as a strategic intervention to sustain and expand the local health programs. Objectives To build awareness on the total health sector response to the challenge of contraceptive self-reliance/commodity security (CSR+) and AO 158. OPENING Invocation National Anthem Introduction of Participants Welcome Messages III. INTRODUCTION Session 1: Workshop Objectives and Outline Norming / Leveling of Expectations Rationale/Objectives Session 2: Enhancing the Local Health Sector: A Framework for Decision Makers Session 3: Updates on LGU Teams’ Initiatives/Interventions after the Assessment and Planning Workshop Session 4: AO 158 and DOH CSR Strategy Lunch Break Time 8:30-9:00am 9:00-9:30am DAY 1 Workshop Schedule Time Session 5: CSR Roadmap . Objectives To assist LGU teams in developing LGU CSR+ plan to implement their respective CSR+ strategies and to identify list of policies needed to work towards self-reliance. Vitamin A supplementation and STD/HIV/AIDS programs.Objectives To revisit the LGU Plans developed in the Assessment and Planning Workshop. procurement.

Vitamin A and STD/HIV/AIDS: TB Vitamin A Supplementation STD/HIV/AIDS Exercises: Computing FP Commodity Requirements Workshop: Identifying Strategic Options Session 8: Summarizing Strategic Options and Planning Workshop to Develop CSR+ Plans by LGUs 1:30 – 2:00pm 2:00-2:30pm 2:30-3:00pm 3:00-3:30pm 3:30-4:30pm 4:30-6:00pm 8:30-9:15am 9:15-10:00am 10:00-11:00am 11:00-12nn 12:30-1:30pm Time 8:00-8:30am Workshop Schedule DAY 3 RECAP Session 8: Workshop… (Continuation) Developing CSR+ Plans by LGUs PRESENTATION OF OUTPUTS Session 9: (Plenary) Presentation of LGU CSR+ Plans Lunch Break Session 10: (Plenary)Synthesis and Integration Session 11: (Plenary)Next Steps 10:30-12:00nn 12:00-1:30pm 1:30-2:15pm 2:15-2:30pm Time 8:00-8:30am 8:30-10:30am V. what are doable options for your LGU? What are other options the LGU wants to consider? Workshop 1 Template 1 Workshop 1 Template 2 Output 1: LGU CSR+ Strategic Options Plenary Discussion: A Second Look at the CSR+ Strategic Options Workshop 2 of 2: Formulating CSR+ Plan to implement options Workshop 2 Template Output 2: LGU CSR+ Plan Ground Rules Plenary Discussion: Presentation of LGU CSR+ Plans . LGU Teams have: • identified strategies to initiate commodity selfreliance (CSR+) in FP and in health programs • developed LGU CSR+ Plan to implement selfreliance initiatives Workshop 1 of 2: Presentation of Inputs: What are possible ways to establish the CSR+ systems and structures? Workshop: From among these options. CLOSING 2:30-3:30pm By the end of the WS.Workshop Schedule DAY 2 RECAP Session 6: Elements of CSR and Identification of Strategic Options on: Input Presentation on Procurement & Warehousing Workshop: Identifying Strategic Options Input Presentation on Distribution & Service Delivery Workshop: Identifying Strategic Options Lunch Break Session 7: (Input Presentation) Elements of CSR+ in other Health Programs and Identification of Strategic Options for TB.

-Lee Holz . Motivation determines what you do. Attitude determines how well you do it.Parking Lot Ability is what you're capable of doing.

CSR+ Process .

procurement. Vitamin A and TB) Formulate or reform policies conducive to CSR+ and TB (Line item budgeting) Forecasting To identify processes in order to determine commodity requirements (supplies and other services) of all clients/target clients: For whom will the LGU provide the commodities/services? How much will the LGU need? What is required/desired commodity mix or commodity package? . finance. What interventions should LGUs undertake for CSR+? Enhance information and data systems Strengthen systems and organizational structures (particularly local capacity for forecasting requirements. procure commodities and deliver good-quality and affordable commodities and a complete array of services to all men and women who need them. resource mobilization and service delivery) Allocate budget (particularly for procurement of commodities for FP. Lactating and pregnant mothers How do we work towards CSR/CSS? LGU should ensure a conducive environment where all sectors share in the responsibility to build local capacity to forecast requirements. lesser chances of treatment success Exposure to health risks and other illnesses Why do we need to initiate commodity security/self-reliance? ANTICIPATE disruption in commodity supplies “as a MAJOR PROBLEM CONSTRAINT in the service performance (Current Users and New targets)MWRA currently using pills and injectables Women with unmet FP need Category 3 TB patients Sick children.Contraceptive Self-Reliance Plus PROCESSES Why do we need to initiate commodity security/self-reliance? RECOGNIZE and ADDRESS the impact on individuals of unavailability of commodities (FP commodities. and TB drugs) Dropouts (method shifts). Vit. unplanned pregnancies Multi-drug resistance. A.

conducive policy environment for private sector) Procurement & Warehousing To identify processes necessary to acquire the commodities from the supplier at affordable prices and ensure custodial requirements to safeguard the quality of the inventory. since the LGU has to implement structures to effectively reach these clients and provide necessary structures to ensure appropriate providers cater to their needs . Resource Mobilization Amount of funding for commodity procurement depends largely on the LGU’s service delivery strategy (provide for all? Focus on the highly vulnerable sectors?) Investment cost will be less if LGUs will only concentrate on the poor Resource mobilization includes increasing financing for improvement of other services to accommodate shifting users and new acceptors (services.Forecasting Profiling of clients (including client classification) is a key concern of this component. How to synchronize local procurement with the overall management (allocation & distribution) of donated commodities Distribution and Service Delivery To determine where the various commodities and services will be placed to make them available to different target clients (Matching appropriate providers with users) To develop distinct strategies to manage the commodity demands resulting from changes in method mix and focusing on different market sectors Distribution and Service Delivery Actual client classification/identification is a key concern of this component. evaluate the level of assistance each source can contribute To enable the local program managers to match the projected cost of commodity and services requirements with LGU resources To develop a system of generating and safeguarding revenues from the sale of commodities and how income can be plowed back to and utilized by the health and family planning programs. since the LGU has to determine the capabilities of the various market sectors and decide which among them should continuously benefit from its limited public resources and who could avail services from the private sector Resource Mobilization (Fund Collection & Management) To identify all possible funding sources (complementary sources for commodities and services).

CSR+ Processes Developed by all stakeholders Operationalized and legitimized based on timely/sound information Implemented/maintained by a mandated organization or personnel Provided with resources. to operate Supported by a policy (Sustained) When do we say that we have achieved Self-Reliance in FP and health programs? LGU has sustained and expanded their local programs (public-private mix) LGU has improved service delivery and increased financing (including commodity procurement. including funds. presence of complementary sources) Market has been transformed… .

Enhancing the Local Health Sector: A Framework for Decision Makers .

supply and demand Nonhealth outcomes • Vitamin A • Vitamin A coverage rate • HIV/AIDS • Seroprevalence rate among high risk groups Thank You 3 Framework 4 A Framework of the Local Health Sector Local policies Organization of delivery and financing: privatepublic sector mix Health outcomes (utilization and coverage) • FP. TB-DOTS. Vitamin A. TB-DOTS. HIV/AIDS • Others Health Outcomes and Well-Being Use of family planning services WellWellbeing being Capability to achieve desired fertility according to one’s preferences and resources Capability to be free from premature death Nonhealth outcomes National policies Health care production. HIV/AIDS • Others Health Outcomes (utilization and coverage) • Family Planning • Contraceptive prevalence rate (modern methods) WellWellbeing being • TB-DOTS • Detection rate • Treatment success rate National policies Health care production. Vitamin A. supply and demand TB-DOTS Vitamin A HIV/AIDS Capability to be free from preventable illness Capability to be well nourished Capability to do productive and rewarding work Capability to enjoy interaction with friends and family Thank You 5 Framework 6 .A Framework of the Local Health Sector ENHANCING THE LOCAL HEALTH SECTOR: A Framework for Decision Makers Local policies WellWellbeing being The Local Health Sector Nonhealth outcomes National policies Thank You 2 A Framework of the Local Health Sector Local policies Organization of delivery and financing: privatepublic sector mix Health outcomes (utilization and coverage) • FP.

6 2. 2003 Framework 7 Thank You 8 Organization of Delivery and Financing Taxes and other sources of revenues Local health care providers and commodity dispensers Inter-local health zone i Public providers • Hospitals • RHU • BHS • BHW Private providers • Hospitals/clinics • Drugstores • Traditional practitioners • Volunteer/people’s organizations Inter-local health zone j Public providers • Hospitals • RHU • BHS • BHW Private providers • Hospitals/clinics • Drugstores • Traditional practitioners • Volunteer/people’s organizations Delivery/financing 10 PhilHealth.8 2.8 2. other financing agents premium Households economic & social groups premium Local & National Government net subsidy reimbursements. 2003 NDHS.5 3.9 2.5 2.6 0.The poor are less able to achieve their fertility goals than the rich Wealth status Low Second Middle Fourth High Total fertility rate Wanted fertility rate Difference (TFRWTFR) 5.9 3.6 3.3 Total 3.1 4. HIV/AIDS • Others WellWellbeing being National policies Health care production. other financing agents premium Households economic & social groups premium Local & National Government net subsidy reimbursements. capitation funds services Providers/ dispensers: Public and user charges private Decision Areas Framework 11 . capitation funds services Providers/ dispensers: Public and user charges private Decision Areas Framework 9 Organization of Delivery and Financing Taxes and other sources of revenues Households/Clients • Economic status: poor and non-poor. living standards (representing capacity to pay for health care and commodities) • Demographic: age and sex (representing different health care needs in different stages of the life cycle) • Cultural and ethnic groups (representing clients with special needs) Delivery/financing 12 PhilHealth.1 1. supply and demand Nonhealth outcomes Source: NSO and ORC Macro.7 0.5 2.0 1. Vitamin A.5 1. TB-DOTS.2 0.0 A Framework of the Local Health Sector Local policies Organization of delivery and financing: privatepublic sector mix Health outcomes (utilization and coverage) • FP.

technology PhilHealth. Expand supply 18 . Expand supply 16 Improve Quality of Health Inputs: Policy Decision Areas Staff Facilities Commodities Technology Train staff and volunteer workers Train staff and volunteer workers in critical skills? in critical skills? Upgrade to Sentrong Sigla certification Upgrade to Sentrong Sigla certification and PhilHealth accreditation? and PhilHealth accreditation? Adopt and implement CSR* + plan? Adopt and implement CSR* + plan? Adopt new FP technology.Improve quality of inputs 2. reimbursements. Organize financing and delivery in support of supply and demand expansion. other financing agents premium Households economic & social groups services premium Local & National Government net subsidy 4. PhilHealth.Improve quality of inputs 3. 3. facilities. capitation funds Providers/ dispensers: Public and user charges private *CSR=Contraceptive Self-Reliance Plan to include forecasting. other financing agents premium Households economic & social groups services premium Local & National Government net subsidy 4. capitation funds services Providers/ dispensers: Public and user charges private Providers/ dispensers: Public and user charges private 1. capitation funds Health services FP. prices. TB-DOTS Adopt new FP technology. Demand and Utilization Households Household/individual demand: income. and procurement and distribution systems. Vit. Organize financing and delivery in support of supply and demand expansion. local financing. commodities. TB-DOTS. HIV/AIDS surveillance. A supplementation. capitation funds reimbursements. others services Providers/ dispensers: Public and user charges private Service utilization Well-being Decision Areas Framework 13 Delivery/financing Framework 14 Organization of Delivery and Financing Taxes and other sources of revenues Organization of Delivery and Financing PhilHealth. preferences information Providers/dispensers Health inputs: Staff. Expand demand Decision Areas Framework 15 2.Organization of Delivery and Financing Taxes and other sources of revenues Health Care Service Production. other financing agents premium Households economic & social groups premium Local & National Government net subsidy reimbursements. Expand demand Decision areas 17 1. other financing agents premium Households economic & social groups premium Local & National Government net subsidy reimbursements. TB-DOTS and recommended HIV/AIDS and recommended HIV/AIDS surveillance techniques? surveillance techniques? Organization of Delivery and Financing PhilHealth. special needs.

TB-DOTS in PhilHealth and private company benefits)? company benefits)? Expand supply by easing entry into Expand supply by easing entry into provider/dispensing market through provider/dispensing market through accreditation and regulation/standards of accreditation and regulation/standards of practice of certain providers/dispensers. include services/commodities in insurance include services/commodities in insurance benefits benefits Decision areas 21 3. contraception. Provide full information.g. include public and private financing (e. capitation funds Increase budget for FP and others (1) net subsidy Upgrade facilities. Expand demand 2. 2. their availability and costs. public subsidies.. Expand demand 2.g. Organize financing and delivery in support of supply and demand expansion. Increase local financing for key services Expand financing through PhilHealth Expand financing from private sources Expand the role of private sector in service delivery premium Tap other premium private sources (3) Households: economic & social groups Identify the poor/ private demand (1) reimbursements. capitation funds Providers/ dispensers: Public and user charges private 1.Improve quality of inputs TB-DOTS Vitamin A HIV/AIDS Provide full information. capitation funds Providers/ dispensers: Public and user charges private 1. include FP services/commodities in include FP services/commodities in insurance benefits insurance benefits Organization of Delivery and Financing PhilHealth. Consider public subsidies to indigents. private midwives? e. private midwives? Expand supply through community Expand supply through community outreach networks for focused targeting of outreach networks for focused targeting of clients with special needs? clients with special needs? Expand supply through integrated interExpand supply through integrated interlocal health systems? local health systems? Decision areas 19 Organization of Delivery and Financing PhilHealth. Expand supply 22 Organize Delivery and Financing: Policy Decision Areas Expand insurance coverage of IPP and private employees (2) Enroll indigents (2) PhilHealth. e. e. • Lack of knowledge? • Lack of knowledge? provide full provide full information on all methods of information on all methods of contraception. include FP. their availability and costs. Health services in various institutional settings for different target groups reimbursements. other financing agents premium Households economic & social groups services premium Local & National Government net subsidy 4. 3.g. Organize financing and delivery in support of supply and demand expansion. practice of certain providers/dispensers.g. public subsidies. principally health • Method-related reasons.Expand Supply of Health Services: Decision Areas Expand supply/service outlets through Expand supply/service outlets through public and private financing (e. principally health concerns? concerns? provide full information on provide full information on risks and assure safety of FP and health risks and assure safety of FP and health services services Consider public subsidies to indigents. other financing agents Mobilize additional revenues (1) Local government Taxes and other sources of revenues Organization of Delivery and Financing in Support of Supply...g. Expand supply 20 Expand Demand for Services: Policy Decision Areas Family planning Address major reasons for non-use of Address major reasons for non-use of contraception that include: contraception that include: • Want children? • Want children? information on small information on small family norm across all income groups.. SS certification & PhilHealth accreditation (2) services user charges Providers/ dispensers: Public and private Charge fees (1) Referral system (4) Voucher system (4) Expand private sector participation (4) 23 Services 24 . TB-DOTS in PhilHealth and private FP. other financing agents premium Households economic & social groups services premium Local & National Government net subsidy 4. Demand and Utilization 1.Improve quality of inputs 3.. reimbursements. family norm across all income groups. • Method-related reasons. 4.

HIV/AIDS • Others WellWellbeing being THANK YOU National policies Health care production. Vitamin A.A Framework of the Local Health Sector Local policies Organization of delivery and financing: privatepublic sector mix Health outcomes (utilization and coverage) • FP. supply and demand Nonhealth outcomes Thank You 25 26 . TB-DOTS.

CSR Strategy and AO 158 .

condoms and injectables) to end in 2008. • Government response: formulation and implementation of a Contraceptive SelfReliance (CSR) strategy. 5 6 . In the provision of these services all sectors have roles to play and each share in the responsibility for the outcome.Outline CSR Strategy and AO 158 • CSR and key points of AO 158 • Local health sector response to CSR: financing and delivery issues • Consequences of inadequate response 2 Background • For 30 years. 3 Background • Phase-down of donated contraceptive supplies provides an opportunity for the country to assume responsibility for assuring availability of contraceptive supplies for current and future users. gradual phase-down of foreign donations of contraceptive commodities (pills. but may have made the FP program too dependent on donations. • Donations made contraceptive supplies widely available. the FP program had always relied on contraceptive donations. • Starting 2004. 4 What is CSR strategy? CSR Strategy and Key Points of AO 158 The CSR strategy is a set of measures to assure that supplies for FP services will continue to be provided for increasing numbers of current and potential users to eventually eliminate unmet needs for FP.

7 Mandate of LGUs under LGC • The responsibility for the provision of basic health services. out-of-pocket financing. employer benefits. • Conduct campaigns to inform their catchment cities. • Provide resources for the delivery of contraceptives to their catchment cities. and devolved health facilities. and workplace-based outlets. 11 Summary: Key Points of the CSR Strategy and AO 158 • Eliminating unmet need for FP remains the goal • Phase-down of contraceptive donation should stimulate positive domestic response • Desired domestic response has three parts: – government guarantees availability. NGO outlets. municipalities and devolved health facilities. This is specifically provided for in Section 17 of Republic Act 7160 (Local Government Code of 1991). municipalities. 9 10 CSR Provinces Municipalities Cities Barangays Private Sector Role of LGUs under the contraceptive phase-down • Undertake measures to guarantee local availability of contraceptives to include any or all of the following: – Allocate budget to procure contraceptives for free distribution. 8 Key Players in CSR Implementation National Government: DOH PhilHealth POPCOM Local Government: Role of LGUs under the contraceptive phase-down • Develop contraceptive distribution guidelines to cover their catchment cities. private and commercial providers. municipalities. – Make available contraceptives for sale at cost recovery basis or at margins above cost. of the LGU’s contraceptive distribution guidelines. including FP services. • Develop complementary means of financing contraceptives through a variety of options such as PhilHealth. – Allow consigned supplies from social marketing sources or commercial sources to be made available to clients in LGU outlets. • Expand complementary private sources of contraceptive supplies through such options as self-help community based distribution.CSR encourages response of key sectors along three broad directions: • Assure no disruption in contraceptive supplies to current users during the phase out of external donations particularly among the poorest users. and devolved health facilities. was devolved to LGUs. more immediately to prevent disruption in supplies especially among the poor – increased financing to include government and other sources – expanded service sources to include government and others 12 .

other financing agents premium Local and national government premium Households: economic & social groups Identify the poor / private demand reimbursements.g. capitation funds Households: economic & social groups Identify the poor / private demand services user charges Charge fees Referral system Voucher system services user charges Providers/ dispensers: Public and private Providers/ dispensers: Public and private Expand private sector participation 16 15 Total health sector response to CSR Expand insurance coverage of IPP and private employees. capitation funds premium Households: economic & social groups Identify the poor / private demand reimbursements. e.g. capitation funds Increase budget for FP and others net subsidy services user charges Charge fees Providers/ dispensers: Public and private 13 14 Develop complementary means of financing Expand insurance coverage of IPP and private employees.. SS certification & PhilHealth accreditation. and improve quality of services Households: economic & social groups Identify the poor / private demand services user charges Charge fees Referral system Voucher system Providers/ dispensers: Public and private Expand private sector participation Why is there an urgent need to respond positively (or the consequences of inadequate response)? 17 18 . especially for the poor Mobilize additional revenues Taxes and other sources of revenues Total Local Health Sector Response to CSR PhilHealth.. other financing agents premium Local and national government net subsidy Upgrade facilities. other financing agents premium Local and national government Tap other private premium sources Provide FP information. Enroll indigents Taxes and other sources of revenues Expand private sources of supplies Taxes and other sources of revenues PhilHealth.No disruption of contraceptive supplies. advocate small family size norm reimbursements. SS certification & PhilHealth accreditation PhilHealth. e. Enroll indigents Mobilize additional revenues Taxes and other sources of revenues PhilHealth. capitation funds Increase budget for FP and others net subsidy Upgrade facilities. other financing agents premium Local and national government net subsidy Tap other premium private sources reimbursements.

2 0.8 0.7 19.5 1.4 Total unmet need 26. Source: NSO and ORC Macro.5 High 2.2 9.4 23.6 15 13.9 15.0 3.0 0.2 17.3 19 Source: NSO and ORC Macro.8 57.0 11.The goal of CSR strategy is to eliminate unmet need.1 19.0 14.4 89.4 15.7 27. the poor will suffer the most in terms of infant and child mortality Wealth status Low Infant mortality Under-five mortality Second Middle Fourth High Total Millions Population growth will remain high.5 0 1948 1960 1970 1980 1990 2000 Population Growth rate 42 32 26 22 19 30 50 40 30 20 66 47 32 26 21 42 23 10 0 *Rates refer to the 10-year period preceding the survey.5 3. 2003 Source: NSO and ORC Macro.5 42.7 0.9 6.8 33. Public Hospital RHU/BHS Others Private Hospital Pharmacy Others Other source No.5 1 0.0 947 Pill 56.9 37.5 Total fertility rate 48. implying a doubling of the population over a short period of time Population Growth: Philippines 90 80 70 60 2.9 33.148 IUD 80.8 68.8 2.1 36. 2003 Due to high fertility.0 1.4 12.3 17.2 1.5 2.0 18.9 3.3 76. modern methods FP use.7 2.7 2.5 3 2.1 10. traditional methods 5.6 3.4 0.5 2.5 3.3 2.8 2.5 21 5.920 20 10.0 2.6 2.0 59.0 2.5 5.5 169 Total 67. 2003 NDHS.0 359 Inject.2 60.4 35. 2003 Source: NSO 24 .0 22 3.1 7.7 48.3 Wanted fertility rate Difference (TFRWTFR) Source: NSO and ORC Macro.0 3.1 0.1 4. especially among the poor Wealth status Low Total fertility rate FP use.0 7.9 8.6 Second Middle Fourth 4. 2003 NDHS. Wealth status Low Unmet need for spacing Unmet need for limiting Second Middle Fourth High Total The phase-down of donated pills and injectables will affect public sector delivery of modern methods F.7 6.5 52.4 37. any method FP use. ster.2 0.5 0.6 35. of women 75.3 6.2 1.2 1.7 1.1 1.9 3.5 6.7 35.6 7. especially among the poor.6 0.8 11 7.1 0.8 15.5 23.2 0.6 48.5 1. 2003 Source: NSO and ORC Macro.2 24.2 4.0 55. 2003 Modern FP use methods may decline.0 38.0 1.8 25.7 17. We are still a long way from achieving this goal.6 0.0 1.5 4 3.3 7.0 50.8 69.3 Total The poor will be less able to achieve their fertility goals than the rich Wealth status Low Second Middle Fourth High Total 3.1 0. 92.8 54.5 Percent 2 1.2 0.1 2.0 2.2 22.7 2.0 268 Condom 27.2 15.6 1. 2003 NDHS.9 16. 2003 NDHS.6 1. 2003 NDHS.8 13.2 29.3 10.9 2.

9 4.5 3. any method 32 24 49 55 60 75 72 62 FP use.5 63.5 3. Abejo (2004) Success is in your hands! Thank You 27 28 .8 4.8 13.1 1. modern methods 29 19 33 30 57 64 70 55 25 26 The Future? How the results of the 2008 and 2013 NDHS would look like depend on how far we succeed in implementing the CSR strategy Source: 2004 World Population Data Sheet as reported in S.3 FP use.7 1.6 2.1 83.Philippines will continue to lag behind neighboring countries Total Population in millions fertility rate Laos Cambodia Philippines Malaysia Indonesia Vietnam Thailand Singapore 5.3 2.6 218.2 4.7 81.7 25.

Department of Health Administrative Order 158 .

.

.

.

.

.

.

.

.

The CSR Roadmap .

reimbursements.Improve quality of inputs 3. . LGUs need to plan on how to cope with this new challenge to be able to continue providing quality and accessible FP services and commodities. Expand supply 4 Parade of the Shapes – Document/input – Process – Predefined process – Decision The CSR Road Map Local Health System Framework DOH AO 158 Objectives of the CSR Strategy Goals of CSR Strategy at LGU Level/ LGU Mandate 1. Organize financing and delivery in support of supply and demand expansion.The CSR Challenge • Due to the phase-down of donated contraceptives. . Expand demand 3 2. Sufficient contraceptives for the poor 3. • Already. Serving the larger market of future new users 1. capitation funds Providers/ dispensers: Public and user charges private 1. Commercial sources of contraceptives Enhanced and expanded FP Program Determine CSR Requirements 5 Demand Analysis: forecasting – •Population-based •Usage-based Supply Analysis: Market Mapping •Service Providers •Service Facilities •Commodity Providers Gap Analysis 6 . . • But the ground-level implementation of this strategy lies in the LGUs’ initiatives 1 2 The CSR Roadmap Where are we headed . LGU as guarantor of contraceptive availability 2. Organization of Delivery and Financing PhilHealth. Serving the replacement market of current users 2. the national government has addressed this problem by formulating a CSR strategy and embodying this in AO 158. other financing agents premium Households economic & social groups services premium Local & National Government net subsidy 4.

• Why is CSR important? • What are the basic requirements for CSR? • What are the three possible scenarios in implementing CSR? • What considerations ought to be taken under the three scenarios? 11 12 Thank You! . .The CSR Road Map Gap Analysis The CSR Road Map Scenario 1 Provide FP goods and services for all? 3 Basic Responses to the CSR Strategy Financing and Resource Mobilization Procurement and Distribution Service Provision Options for Financing Strategies Options for drug management system Options for service priorities Scenario 1 Provide FP goods and services for all? Scenario 2 Provide FP goods and services only for the poor? Scenario 3 Provide only what is available? Options for Phil Health Programs in LGUs Options for distribution guidelines Options for improving quality and access to care 7 CSR PLAN LGU is contraceptive Self Reliant 8 Back to Road Map The CSR Road Map Scenario 2 Provide FP goods and services only for the poor? The CSR Road Map Scenario 3 Provide only what is available? Expansion of Commercial Sources Financing and Resource Mobilization Procurement and Distribution Service Provision Options for Financing Strategies Options for drug management system Options for service priorities Options for Market Segmentation Options for Phil Health Programs in LGUs Options for distribution guidelines Options for improving quality and access to care Private-Public Sector Dialogue Health Governance Workshops Policy Advocacy CSR PLAN LGU is contraceptive Self Reliant Options for Referral System 9 10 Back to Road Map Back to Road Map In summary . . .

Forecasting the Requirements for Family Planning Commodities and Services .

as well as the corresponding budget necessary to meet future requirements Purposes of Forecasting Allows us to establish a sound and reliable database for budgeting Reliable budget serves as an important input to procurement planning Properly budgeted commodities and planned procurement translate to quality of commodities we are to procure Prevent supply imbalances such as cases of stock out where supply could not respond to the demand 3 4 Sources of Data for Forecasting FP Requirements Logistics data Sources of Data for Forecasting Distribution system capacity • • • • Consumption current users Demographic data Population and population growth rate Commodities and Services at the local level Commodities and services expected to be donated from the province.Forecasting the Requirements for Family Planning Commodities and Services Elements of CSR+ Presentation Outline Brief introduction to Forecasting FP Forecasting tool Forecasting exercise 2 What is Forecasting? Process of estimating the quantities of various commodities and services required for a specific period of time in the future. or from other donors 5 Current Market Prices Data on Expected Donations • Storage facilities • Transportation links • Training Costs Other Costs 6 .

500 1.674 2005 27.150 306 0 0 79 0 0 - 2.98% 0.00% 0.00 200.53% 0.842 0 79 39 39 0 0 0 0 - 17.64% 334 183 34 0 316 39 39 0 0 0 0 945 8.00 69.264 29.97% 0.00 3.394 0 0 0 19.13% 0.950 0 0 0 0 PHP 99.Features of the Tool Option in scaling up or down the number of users for each of the FP method Calculate the total health center requirements for contraceptives and FP services Factor in the expected quantities of donated contraceptives to determine the “gap” or “unfunded” quantities of the needed FP commodities and services FP FORECASTING TOOL 8 Forecasting Requirements for Family Planning Commodities and Services X BUKIDNON Municipality/City: KADINGILAN Growth Rate: 2.85% 13 4 113 1 1 - 4.634 100% 100% 0% 0% 0% 100% 100% 0% 0% 0% 0% 36% 37.62% 0.394 11.00% 0.00% 0.00% 0.223 2.46% Region: Province: YEAR 1: Population: YEAR 2: Population: Year 2 Expected Donations and Outside Support Pill Cycles: Injectable Vials: Condoms: SDM Beads: IUD Copper T: Tubal Ligation: Vasectomy: Features of the Tool Quantify the proportion of the “unfunded” quantities of the needed FP commodities and services the LGU elects to provide (e.46% Growth Rate: Region: YEAR 1: Population: YEAR 2: Population: Data Inputs Year 2 Expected Donations and Outside Support Pill Cycles: Injectable Vials: Condoms: 2004 26.00% 23.00 200.00 200.00% 0.75% 0.00% 15.330 2.86% 0.330 The tool automatically computes the estimated year2 population based the current growth rate SDM Beads: IUD Copper T: Tubal Ligation: Vasectomy: 2.508 11.814 50.342 732 3. purchase only 30% of the unfunded requirement for pills to be given for free to the poorest of the poor) Calculate the cost of each FP commodity based on the prevailing price at the locality 2004 26.950 0 0 0 0 PHP 163.00 50.00 50.00% 6.00% 7.500 1.43% 4. or those that we expect to receive from other donors .264 29.150 306 0 0 79 0 (Number of clients) 0 (Number of clients) FP Commodities and Services to be Supported by the LGU and its Cost Requirement FOR YEAR 1: 2004 FP Method Reported Number of Current Users B CPR by Method Targeted Number of Users D CPR by Method YEAR 2: Commodity Commodity per user per and Service year Requirement F G Cost Per Unit / Service H 2005 Total Cost of FP Commodities and Services Without Donations I Expected Donations for FP Commodities and Services J UNFUNDED FP Commodities and Services K Total Cost of UNFUNDED FP Commodities and Services L YEAR 2: 2005 Percentage of UNFUNDED FP Total Cost commodities and Requirement to the services the LGU is LGU willing to support M N A C E Pills Injectables Condom SDM IUD Tubal Ligation Vasectomy Billings Method Basal Body Temp Symptothermal LAM 241 98 29 0 237 0 0 0 0 0 0 TOTAL 605 6.23% 2.00% 0.842 0 0 39 39 0 0 0 0 - 37.00% 0.00 200.500 1.00 - 73.150 306 0 0 79 0 (Number of clients) 0 (Number of clients) This data refers to what you expect to receive from the province or region based on the scheduled phase-out.98% 0.00 500.674 2005 27.00 75.00% 0.950 0 0 0 0 PHP 88.108 9 Data Inputs X BUKIDNON Province: Municipality/City: KADINGILAN 2.g.925 19.192 426 3.526 0 5.526 0 0 19.

00% 0.00 200.00% 0.00 200.00% 0.00% 0.5%* Total CPR = Current users Year 1 Population X 14.13% 0.86% 0.814 50.00% 0.00 500.97% 0.00% 0. we want to address potential new users and unmet needs to be able to achieve an increase in CPR for Year2 • consider the provincial targets A C E Pills Injectables Condom SDM IUD Tubal Ligation Vasectomy Billings Method Basal Body Temp Symptothermal LAM TOTAL 241 98 29 0 237 0 0 0 0 0 0 605 6.62% 0.98% 0.75% 0.500 1.00 3.925 19.00 200.00% 0.00% 0.98% 0.00% 6.00 50.23% 2. but generally: • be guided by the data on your current users and CPR achieved for Year1 • ideally. we will depend on factors unique to each municipality.00% 0.00 50.00 500.00 3.13% 0.00 200.00 75.00 - 73.00% 6.00% 0.23% 2.00% 15.86% 0.00 200.85% 13 4 113 1 1 - 4.00% 15.98% 0.00 - 73.53% 0.23% 2.00 69.5%* Total CPR (Year 2) = Current users (Year 2) Year 2 Population X 14.00 75.526 0 5.00% 23.00% 0.75% 0.842 0 79 39 39 0 0 0 0 - 17.00 200.64% 334 183 34 0 316 39 39 0 0 0 0 945 8.53% 0.00% 0.00% 7.925 19. the forecasting tool automatically computes the CPR by method and the total CPR Current users (method) Year 1 Population X 14.00% 0.53% 0.00% 0.43% 4.814 50.64% YEAR 1: 2004 FP Method Reported Number of Current Users B CPR by Method Targeted Number of Users D CPR by Method YEAR 2: Commodity Commodity per user per and Service year Requirement F G Cost Per Unit / Service H 2005 Total Cost of FP Commodities and Services Without Donations I Column D (Decision Pt 1): Targeted Number of Users for Year 2 = • provide the target number of FP users per method • this figure.5%* * estimated proportion of married women of reproductive age (MWRA) in the general population 18 A C E Pills Injectables Condom SDM IUD Tubal Ligation Vasectomy Billings Method Basal Body Temp Symptothermal LAM TOTAL 241 98 29 0 237 0 0 0 0 0 0 605 6.00% 15.00% 0.00 50.842 0 79 39 39 0 0 0 0 - 17.526 0 5.98% 0.508 11.508 11.75% 0.00 50.00 200.00% 7.13% 0.00% 0.64% 334 183 34 0 316 39 39 0 0 0 0 945 8.00% 6.00% 23.950 0 0 0 0 PHP 163.00 69.00% 0.YEAR 1: 2004 FP Method Reported Number of Current Users B CPR by Method Column C: CPR by Method = Once we have inputted data for column B.97% 0.223 17 .342 732 3.00% 0.223 16 YEAR 1: 2004 FP Method Reported Number of Current Users B CPR by Method Targeted Number of Users D CPR by Method YEAR 2: Commodity Commodity per user per and Service year Requirement F G Cost Per Unit / Service H 2005 Total Cost of FP Commodities and Services Without Donations I Column E: CPR by Method (Year2) = Targeted # of Users for Year 2 (method) Year 2 Population X 14.342 732 3.85% 13 4 113 1 1 - 4.950 0 0 0 0 PHP 163.00% 0.62% 0.5%* * estimated proportion of married women of reproductive age (MWRA) in the general population A C Pills Injectables Condom SDM IUD Tubal Ligation Vasectomy Billings Method Basal Body Temp Symptothermal LAM TOTAL 241 98 29 0 237 0 0 0 0 0 0 605 6.00% 0.500 1.43% 4.00% 0.00 200.

526 0 5.43% 4. BTL.YEAR 1: 2004 FP Method Reported Number of Current Users B CPR by Method Targeted Number of Users D CPR by Method YEAR 2: Commodity Commodity per user per and Service year Requirement F G Cost Per Unit / Service H 2005 Total Cost of FP Commodities and Services Without Donations I Column F: Commodity per user/year = Quantity of FP commodity needed by one client in a year • • • • • woman on pills 13 cycles for 1 year woman on injectables 4 vials for 1 year man using condoms 113 condoms in 1 year woman using IUD 1 IUD ligation 1 BTL service A C E Pills Injectables Condom SDM IUD Tubal Ligation Vasectomy Billings Method Basal Body Temp Symptothermal LAM TOTAL 241 98 29 0 237 0 0 0 0 0 0 605 6.00 500.00% 15.00 200.925 19.00 75.00 500.842 0 79 39 39 0 0 0 0 - 17.53% 0.00% 0.62% 0.53% 0.237 Users 0for Yr 1 _______ Symptothermal 0.00% 7.64% 945 23.00 50.925 19.00% 7. Vasectomy. Symptothermal & LAM ).98% 0.98% Reqt 0.00% 0.00% TOTAL 605 15.00 200.00% 0.500 1.00% 0.925 19.500 1.64% 0 0 0 0 945 0.23% 2.43% 4.00 3.00% 6.00% 0.00 69.62% 0.500 1.00% 0.00 200.00 200.00% 0.342 732 3.00 200.508 11.75% 0. using net number of additl users for Year2 = [(Targeted Number of Users for Year 2 (Column D) – Reported Number of Users for Year 1 (Column B)] X Commodity per User per year (Column F) *.85% 23 24 .526 0 5.75% 0.97% 0.00 200.842 0 79 39 39 0 0 0 0 - 17.00% 0.00% 7.00% 0.00 200.00% 0.00% 0.00 200.00 500.00% 6.00 75.00 - 73. BBT.00% 0.00% 0.85% 13 4 113 1 1 - 4.97% 0.13% 0.223 Pills Injectables Condom SDM IUD Tubal Ligation Vasectomy Billings Method 241 98 29 0 237 0 0 0 6.00 50.64% 334 183 34 0 316 39 39 0 0 0 0 945 8.00% 0.00% 0.98% 0.00 75.00% 0.00 200.00% 0.00% 0.00% 0.00 50.00% 334 183 34 0 316 39 39 0 8.13% 0.62% 0.500 1.98% 0.00 3.00% 0 0.98% 0.842 0 79 39 39 0 0 0 0 - 17.00 50.23% 2. BM.223 21 YEAR 1: 2004 FP Method Reported Number of Current Users B CPR by Method Targeted Number of Users D CPR by Method YEAR 2: Commodity Commodity per user per and Service year Requirement F G Cost Per Unit / Service H 2005 Total Cost of FP Commodities and Services Without Donations I YEAR 1: 2004 FP Method Reported Number of Current Users B CPR by Method Targeted Number of Users D CPR by Method YEAR 2: Commodity Commodity per user per and Service year Requirement F G Cost Per Unit / Service H 2005 Total Cost of FP Commodities and Services Without Donations I A C E A C E Pills Injectables Condom SDM IUD Tubal Ligation Vasectomy Billings Method Basal Body Temp Symptothermal LAM TOTAL 241 98 29 0 237 0 0 0 0 0 0 605 6.98% 0.00 69.00 200.00% Reported number of 0 .97% 0.00 50.814 50.00 50.00% 0.98% 316 39 Comm39 Serv 0.86% 0.508 11.950 0 0 0 0 PHP 163.00 69.950 0 0 0 0 PHP 163.00% 0.00 200.00 - 73.00% 23.342 732 3.00% 15.53% 0.23% 2.23% 2.00 200.00% 0.00 3.00% 6.00 - 73.00% 0.526 0 5.00% 0.814 50.86% 0. injectibles and condoms).508 11.75% 334 183 34 8.950 0 0 0 0 PHP 163.342 - Targeted Users (yr2) 316 Basal Body Temp 0 0.223 19 20 YEAR 1: 2004 FP Method Reported Number of Current Users B CPR by Method Targeted Number of Users D CPR by Method YEAR 2: Commodity Commodity per user per and Service year Requirement F G Cost Per Unit / Service H 2005 Total Cost of FP Commodities and Services Without Donations I Column G: Commodity & Service Requirements (for pills.97% 0.13% 0.86% 0.00% 0 Targeted 6.for permanent methods & one-time cost commodities 22 A C E Pills Injectables Condom SDM IUD Tubal Ligation Vasectomy Billings Method Basal Body Temp Symptothermal LAM TOTAL 241 98 29 0 237 0 0 0 0 0 0 605 6.925 19.00% 0 0.00% 13 4 113 1 1 - 4.00 500.85% 13 4 113 1 1 - 4. using cumulative target number of users = Targeted Number of Users for Year 2 (Column D) X Commodity per User per year (Column F) Commodity & Service Requirements* (for SDM.00 50.342 732 3.00% 0.86% 13 4 113 1 334 4.00 75.00 - 73.53% 0.526 0 5.342 732 3.00 200.00 200.00% 23.43% 4.223 0.00% 15.00 200.13% 0.00 50.00% 0.814 50.842 0 79 39 39 0 0 0 0 - 17.00 3.98% 0.814 50.00% 0.64% 334 183 34 0 316 39 39 0 0 0 0 945 8. IUD.508 11.85% X 13 1 1002 334 4.00% Commodity Serv Reqt 79 LAM 0 0.00 200.00% 23.62% 0.43% 4.00 69.950 0 0 0 0 PHP 163.00% Users (yr2) 7.75% 0.

00% 0.53% 0.98% IU D Copp rrof clients) ation:: 0 (Numbe of 0 (Numbe TuballLig ation Tuba Lig 183 4.00% 0.64% 334 183 34 0 316 39 39 0 0 0 0 945 8.43% 13 4.394 11.150 2.00 Su and Out side na tions and tions pected Do na cted Do 342 Ex 0.50 (4 pieces= P10.192 426 3.500 1.00 200.842 3.950 0 0 0 0 PHP 163.98% 0.00% 0.SDM Beads P 28.00 200.62% 0.342 17.00 5.500 1.00 500.00 200.00% 0.00% 0.instances of surplus 30 .23% 2.00 50.508 11.00% 6.97% 0.98% 0.00 (Mla price) 26 A C E Pills Injectables Condom SDM IUD Tubal Ligation Vasectomy Billings Method Basal Body Temp Symptothermal LAM TOTAL 241 98 29 0 237 0 0 0 0 0 0 605 6.00% 0.00% 7.264 29.526 0 0 19.00 P 80.86% 0.925 19.00 73.IUD .00% 0.98% 39 39 500.00% 15.75% 0.Total costs of FP commodity or service requirement based on calculated quantity of commodity and service reqt.00 clients)1.00% 1 0 50.00 200.00% 0.53% 0.00% 6.00 200.85% 13 4 113 1 1 - 4.950 0 0 0 0 PHP 99.DMPA .75% 0.00% 23.98% 0.23% 2.62% 334 8.00% 23.00% 7.00 50.150 0 0.00 3.Trust Pills .842 0 79 39 39 0 0 0 0 - 17.00 200. for Year2 minus the expected quantities of donated commodities Commodity Service Reqt (Column G) E or t pp t side Supp or50.500 79 ads: 79 ents) SD M Be ads: SD M Be ofcli ts) umberrof clien er T: er T: 39 0 (N umbe 0 (N 50.00% 0.223 27 YEAR 2: Targeted Number of Users D CPR by Method Commodity Commodity per user per and Service year Requirement F G Cost Per Unit / Service H 2005 Total Cost of FP Commodities and Services Without Donations I Expected Donations for FP Commodities and Services J UNFUNDED FP Commodities and Services K Total Cost of UNFUNDED FP Commodities and Services L Column J: = Expected Donations for FP commodities and Services Column K: Unfunded FP Commodities and Services = quantity of calculated commodity reqts.00% 0. for year 2 and the cost per unit/ service.00% 0.43% 4.64% 334 183 34 0 316 39 39 0 0 0 0 945 8.950 D IU39Copp 0.925 Injectab le Vials Injectab 0 s: 0 Condom s: Condom 0.00 75.00/box) P 75.508 11.00% 0.00 69.00% 0.00 75.00 69.00 - 73.43% 4. Column I = Commodity service requirement (Column G) X Cost per Unit/ Service (Column H) 28 A C E Pills Injectables Condom SDM IUD Tubal Ligation Vasectomy Billings Method Basal Body Temp Symptothermal LAM TOTAL 241 98 29 0 237 0 0 0 0 0 0 605 6.86% 113 3.634 my: Vasecto my: Vasecto 0 0 0 945 0 0.00 19.00 - 73.85% - - PHP 163.00 200.526 Ye ar 2 Ex pe Ye ar 2.842 0 0 39 39 0 0 0 0 - 37.500 1.13% 0.85% 13 4 113 1 1 - 4.00 / piece P 50.00 200.223 25 YEAR 1: 2004 FP Method Reported Number of Current Users B CPR by Method Targeted Number of Users D CPR by Method YEAR 2: Commodity Commodity per user per and Service year Requirement F G Cost Per Unit / Service H 2005 Total Cost of FP Commodities and Services Without Donations I Column I: Total Costs of FP Commodities w/o Donations .00% - 0 0 0 0 200.150 306 0 0 79 0 0 - 2.00% 0.950 0 0 0 0 PHP 163.00% 0.98% 0.97% 0.00 500.508 4 732 Out 69.00 11.00 200.814 50.00 - 0 0 0 0 - Expected Donations for FP Commodities & Services (Column J) 23.00 200.00 3.13% 0.814 50.86% 0.342 732 3.97% 1 790 75.62% 0.925 19.00/ vial P 2.00% 0.00 50.526 0 5.YEAR 1: 2004 FP Method Reported Number of Current Users B CPR by Method Targeted Number of Users D CPR by Method YEAR 2: Commodity Commodity per user per and Service year Requirement F G Cost Per Unit / Service H 2005 Total Cost of FP Commodities and Services Without Donations I Column H: Cost Per Unit/ Service= Local prevailing cost for each of FP commodity or service for Year 2: Current Prices in Iloilo: .00% 15.842 0 79 39 39 0 0 0 0 - 17.Trust Condom .526 0 5.00 50.223 .00 0 306 6 s: Cycles: 30 Pill Cycle Pill als:: 0 316 le Vi 7.00 200.342 732 3.00% 0.00% 0.814 2.00% 0.

00 200.264 29.53% 0.264 29.842 0 79 39 39 0 0 0 0 - 17.85% 13 4 113 1 1 - 4.342 732 3.500 1.64% 334 183 34 0 316 39 39 0 0 0 0 945 8.394 0 0 0 19.108 Column N: Total Cost Requirement to the LGU = Total cost of Percentage of Ununfunded FP Commodities X funded FP comm.00 - 73.00 50.00 69.264 29.264 29. for Year 2 Unfunded FP Commodities & Services (Column K) X Cost per Unit/ Service (Column H) 2.23% 2.13% 0.526 0 0 19.394 11.00% 23.00% 6.950 0 0 0 0 PHP 99.223 2.526 0 0 19.192 426 3.842 0 0 39 39 0 0 0 0 - 37.150 306 0 0 79 0 (Number of clients) 0 (Number of clients) FP Commodities and Services to be Supported by the LGU and its Cost Requirement FOR YEAR 1: 2004 FP Method Reported Number of Current Users B CPR by Method Targeted Number of Users D CPR by Method YEAR 2: Commodity Commodity per user per and Service year Requirement F G Cost Per Unit / Service H 2005 Total Cost of FP Commodities and Services Without Donations I Expected Donations for FP Commodities and Services J UNFUNDED FP Commodities and Services K Total Cost of UNFUNDED FP Commodities and Services L YEAR 2: 2005 Percentage of UNFUNDED FP Total Cost commodities and Requirement to the services the LGU is LGU willing to support M N A C E Pills Injectables Condom SDM IUD Tubal Ligation Vasectomy Billings Method Basal Body Temp Symptothermal LAM TOTAL 241 98 29 0 237 0 0 0 0 0 0 605 6.00% 0.00 50.00% 0.150 306 0 0 79 0 0 - 2.950 0 0 0 0 PHP 163.264 29.00% 0.394 11.00 75.00% 7.394 0 0 0 19.500 1.950 0 0 0 0 PHP 88. other service inputs) • willingness to provide for the commodities • LGU’s plan with respect to shifting clients to more appropriate methods 33 34 YEAR 2: 2005 Expected Donations for FP Commodities and Services J UNFUNDED FP Commodities and Services K Total Cost of UNFUNDED FP Commodities and Services L Percentage of UNFUNDED FP Total Cost commodities and Requirement to the services the LGU is LGU willing to support M N 2.00% 0.108 Forecasting Requirements for Family Planning Commodities and Services X BUKIDNON Municipality/City: KADINGILAN Growth Rate: 2.00% 0.526 0 5.00 200.814 50.192 426 3.97% 0.75% 0.950 0 0 0 0 PHP 99.842 0 0 39 39 0 0 0 0 - 37.264 29.500 1.46% Region: Province: YEAR 1: Population: YEAR 2: Population: Year 2 Expected Donations and Outside Support Pill Cycles: Injectable Vials: Condoms: SDM Beads: IUD Copper T: Tubal Ligation: Vasectomy: 2004 26.500 1.500 1.00 3.842 0 0 39 39 0 0 0 0 - 37.00% 15.500 1.500 1.Number of clients) Number of clients) FP Commodities and Services to be Supported by the LGU and its Cost Requirement FOR YEAR 2: 2005 Expected Donations for FP Commodities and Services J UNFUNDED FP Commodities and Services K Total Cost of UNFUNDED FP Commodities and Services L Percentage of Total Cost UNFUNDED FP commodities and Requirement to the LGU services the LGU is willing to support M N Column L: Total Cost of Unfunded FP Commodities= Reflects the total costs of “unfunded” FP commodities or service reqt. the LGU can elect to provide full or partial support to the “unfunded” FP commodities and services Decision would depend on local situation: • ability to provide for these resources (funds available.98% 0.00 200.526 0 0 19.674 2005 27.950 0 0 0 0 PHP 88.00 500.86% 0.98% 0.634 100% 100% 0% 0% 0% 100% 100% 0% 0% 0% 0% 36% 37.62% 0.394 0 0 0 19.00 200.508 11.00% 0.634 100% 100% 0% 0% 0% 100% 100% 0% 0% 0% 0% 36% 37.950 0 0 0 0 PHP 99.925 19. and Services & services that the LGU is willing to provide (Column L) X (Column M) 36 .150 306 0 0 79 0 0 - 2.43% 4.330 2.950 0 0 0 0 PHP 88.00% 0.00% 0.108 32 Number of clients) Number of clients) FP Commodities and Services to be Supported by the LGU and its Cost Requirement FOR Column M (Decision Point 2): = percentage of unfunded FP commodities and services the LGU is willing to support Here.150 306 0 0 79 0 0 - 2.634 100% 100% 0% 0% 0% 100% 100% 0% 0% 0% 0% 36% 37.192 426 3.394 11.

That the tool has its limitations also. %share based on the phase down 41 FP FORECASTING TOOL PRACTICE SESSION . (This was the strategy preferred and adopted by the second batch of LGUs in Leyte when we did their forecasting last May) 39 40 POINTS TO REMEMBER: Simple Allocation Methods: 2.Population . It should be stressed that the data they derive from the forecasting exercise is not set in stone and that they can always come back to it after they have identified their options for resource mobilization and consulted with their respective LCEs 5. It is good to emphasize that the LGUs make the final decision on how much funds they will allocate and how much they could afford to allocate but we should remind them that such decision has significant implications 38 POINTS TO REMEMBER: 4. you may include the provincially devolved hospitals in the list and do the straight / equal allocation not so reliable as this does not consider population or consumption data.MWRA .POINTS TO REMEMBER: “The success of every journey greatly depends on how much the traveler has prepared for it…. Proportionate Allocation based on population.let our CSR journey be a successful one” 37 1. Straight Line the easiest way is to distribute it equally regardless of the consumption. Relevant information such as the data on expected donations should be ready at hand critical is the role that the province plays if provincial guidelines on the allocation and distribution of contraceptives are not yet ready. If this is the strategy. then the province can allocate based on consumption data or on population data If provincial guideline does not exist: Simple Allocation Methods: 1. MWRA or by consumption The second method would be to proportionately allocate the remaining donated contraceptives to the municipalities / cities based on any of the following: . since it has made certain assumptions that may not exactly be true to 100% of the LGUs (outliers exist) 3.Emphasize that the main purpose is to build their capacity and equip them with a tool guide for coming up with a reliable estimates of their future FP commodity requirements 2.Pill / DMPA consumption 3.

and corrects its forms as necessary After the plenary presentation. the participants will have: formed a clear understanding of the meaning and purpose of forecasting used and understood the tool for forecasting the requirements for family planning commodities and services calculated their LGU requirements for family planning commodities and services using the forecasting tool 44 Practice Session Materials The materials needed for this session include: User’s Guide on Forecasting The Requirements For Family Planning Commodities And Services Forecasting exercise Microsoft Office Excel file of the forecasting tool Computers and printer 45 Practice Session Tasks The tasks involved in preparing for and implementing this session: 1. each LGU team will then calculate their own LGU requirement for family planning commodities and services using the forecasting tool 43 Practice Session Objectives At the end of the session. each LGU team will have: Calculated their LGU requirements for family planning commodities and services using the forecasting tool 48 . Calculate the LGU requirements for family planning commodities and services using the forecasting tool 47 Practice Session Output By the end of this session. Practice using the forecasting tool using the data provided in the forecasting exercise 46 Practice Session Tasks The tasks involved in preparing for and implementing this session: 3. and answer any questions and correct the entries as needed 4. answers questions from the group.Practice Session Overview Using the sample data provided. each LGU team will use the tool on “Forecasting the Requirements for Family Planning Commodities and Services” One team shares the data in plenary. Read the “User’s Guide on Forecasting The Requirements For Family Planning Commodities And Services” 2. Present the output in a plenary session. lead a discussion.

“The success of every journey greatly depends on how much the traveler has prepared for it….let our CSR journey be a successful one” .

Forecasting tool for Family Planning Commodities and Services: A User’s Guide .

Nicolas T.Forecasting Tool for Family Planning Commodities and Services (FP Forecasting Tool) A User’s Guide Dr. Catindig MIS Specialist Local Enhancement and Development (LEAD) for Health Project Management Sciences for Health February 2005 .

The Philippine Department of Health formulated a Contraceptive Self -Reliance (CSR) Strategy that provides guidance for the orderly transition from externally donated contraceptives to domestically provided commodities for family planning. This guide intends to provide the LGU health managers a simple tool that they can use in forecasting their local requirements for FP commodities and services. There are still no plans at present to phase-out donations of IUDs.CSR+ Workshop Manual Forecasting Requirements for Family Planning Commodities and Services Introduction For more than thirty years external donors have supported the Family Planning (FP) program through donation of the different FP commodities and services but the donations were never intended to go on indefinitely. The Philippines will have to assume the full responsibility for providing the needs for this program. Annex A shows the actual year-byyear reductions in quantities of donated contraceptives to be distributed to each group of LGUs and expressed in terms of declining percentages of estimated consumption that will be covered by donated supplies. Annex B shows the list of Provinces and LGUs per batch of the phase down according to poverty index. In 2004. pills and injectables. Forecasting – User’s Guide Page 1 of 17 . a gradual phase-down of foreign donations of contraceptive commodities have started and will end in 2008 with the complete phase-out of all donated supplies of condoms. Phase Down Schedule of Oral Contraceptives and DMPA The distribution of donated contraceptives during the phase-out period will be based on the forecasts and estimates of actual consumption as monitored by the Contraceptive Distribution and Logistics Management Information System (CDLMIS).

Calculating the total health center requirements for contraceptives and FP services 3. It also. It is a one-page program created using Microsoft Office Excel 2003 that allows the health staff to calculate the needs for contraceptives and family planning services by using actual LGU data on the number of FP current users. Just like any other programmed calculation. Features of the program include: 1. in effect. however. It is only a tool and it cannot replace experience and human judgment in interpreting the results. 5. 2. Factoring the expected quantities of donated contraceptives to determine the “gap” or “unfunded” quantities of the needed FP commodities and services. Formulas are pre-programmed to eliminate mathematical errors and recalculate estimates and costs whenever changes in the data are made. 4.CSR+ Workshop Manual Family Planning Commodities and Services Forecasting Tool (FP Forecasting Tool) Overview This forecasting tool is a simple and practical tool designed to facilitate the process of determining the requirements for FP commodities and services of the health center or rural health unit. Option in scaling up or down the number of users for each of the FP method. becomes a ‘thinking tool” for those users figuring out the level of contraceptive prevalence rate (CPR) per method or the total CPR they want to achieve. This tool can help minimize errors and facilitate correct calculations in forecasting the requirements for FP commodities and services. Quantifying the proportion of the “unfunded” quantities of the needed FP commodities and services the LGU elects to provide (e. Using the FP Forecasting Tool It is expected that the users of this tool are program managers. . its accuracy depends entirely on the accuracy of the data inputs. procurement and supply staff and other health care professionals.g. Note that it cannot create or collect data or distinguish between accurate and erroneous data. It cannot determine what commodities should be ordered or purchased. purchase only 30% of the unfunded requirement for pills to be given for free to the poorest of the poor). Calculating the cost of each FP commodity based on the prevailing price at the locality. The user can also try to shift FP clients among the different FP methods and see its effect on the estimates and costs of each FP commodity or against the total costs requirement. Basic knowledge of computer and Microsoft Office Excel 2003 would be favorable but those who do not have a basic understanding of data entries would find this program easy to learn and user friendly.

CSR+ Workshop Manual Figure 1 below shows the screenshot of the one-page FP forecasting tool. FP Forecasting Tool Forecasting Requirements for Family Planning Commodities and Services Region: Province: Municipality/City: Growth Rate: YEAR 1: Population: YEAR 2: Population: Pill Cycles: Injectable Vials: Condoms: SDM Beads: IUD Copper T: Tubal Ligation: Vasectomy: (Number of clients) (Number of clients) Year 2 Expected Donations and Outside Support 0 FP Commodities and Services to be Supported by the LGU and its Cost Requirement FOR YEAR 1: FP Method Reported Number of Current Users B 0 CPR by Method Targeted Number of Users D CPR by Method YEAR 2: Commodity Commodity per user per and Service year Requirement F G Cost Per Unit / Service H 0 Total Cost of FP Commodities and Services Without Donations I Expected Donations for FP Commodities and Services J UNFUNDED FP Commodities and Services K Total Cost of UNFUNDED FP Commodities and Services L YEAR 2: 0 Percentage of UNFUNDED FP Total Cost commodities and Requirement to the services the LGU is LGU willing to support M N A C E Pills Injectables Condom SDM IUD Tubal Ligation Vasectomy Billings Method Basal Body Temp Symptothermal LAM TOTAL 13 4 113 1 1 #DIV/0! . A larger version in landscape format is in Annex C. Figure 1.

(e.g. 2006). Year 2 Expected Donations and Outside Support Forecasting Requirements for Family Planning Commodities and Services Year 2 Expected Donations and Outside Support Pill Cycles: Injectable Vials: Condoms: SDM Beads: IUD Copper T: Tubal Ligation: Vasectomy: (Number of clients) (Number of clients) Provide for the Year 2 expected donations for each of the FP method listed. You may also ask your PHO and CHD if they will be providing you with free condoms. SDM beads. 2005) 0 YEAR 1: 2: Population: Population: YEAR 2: Population: 0 Following Year 1 is Year 2 which the forecasting will refer to.g. Year 1 is the reference year or the present year.CSR+ Workshop Manual The following will deal with the detailed description of all the entries in the forecasting form. Figure 3. Screenshots of the portions being discussed are included in the description to further assist the reader in understanding the form. Do not leave the spaces blank. Use the provincial growth rate if the municipal or city growth rate is not known. Demographic Data Forecasting Requirements for Family Planning Commodities and Services Region: Province: Municipality/City: Growth Rate: YEAR 1: Population: Provide the name of the region. and free services for tubal ligation and vasectomy. Provide for the population for Year 1. municipality or city and the local growth rate. Write 0 (zero) if you are not expecting any donations or support for each method for Year 2. The population for year 2 will be automatically computed using the growth rate data and Year 1 population. . province. (e. The annual quantities of the donated pill cycles and the injectable vials you expect to receive for Year 2 will be provided by the province or region based on the scheduled phase down of these commodities. Figure 2. IUDs.

provide the Year 1 reported number of current users as reflected in the health center database.5%* • A C Pills Injectables Condom SDM IUD Tubal Ligation Vasectomy Billings Method Basal Body Temp Symptothermal • fig LAM TOTAL The Total CPR will also be automatically computed using the following formula: Total Current users Year 1 Population x 14. Make sure that the reported numbers of current users are those of Year 1.5%* * Estimated proportion of married women of reproductive age (MWRA) in the general population . This can be taken from the Field Health Services Information System (FHSIS).CSR+ Workshop Manual Figure 4. Column B: Reported Number of Current Users For each FP method listed in Column A. Column C: CPR by Method The CPR by method will be automatically computed using the following formula: Current users (method) Year 1 Population x 14. Community-based Monitoring and Information System (CBMIS) or other existing information system at the LGU. Reported Number of Current Users • YEAR 1: FP Method Reported Number of Current Users B 0 CPR by Method Column A: FP Method This portion lists all the modern family planning methods being offered by the health center. PHO or CHD.

5% . Targeted Number of Current Users for Year 2 YEAR 1: FP Method Reported Number of Current Users B Targeted Number of Users D CPR by Method YEAR 2: Commodity Commodity per user per and Service year Requirement F G Cost Per Unit / Service H 0 Total Cost of FP Commodities and Services Without Donations I A E Pills Injectables Condom SDM IUD Tubal Ligation Vasectomy Billings Method Basal Body Temp Symptothermal LAM TOTAL 13 4 113 1 1 - • Column D: Targeted Number of Users Across each FP method listed in column A. Be guided with the data in Column B that will serve as your reference in setting your targets.5% The Total CPR will also be automatically computed using the following formula: Total Current users ____________________________________________________________________________ Year 2 Population x 14. the availability of data on unmet needs for specific methods in FP (CBMIS data) and plan to shift some clients form one method to another.CSR+ Workshop Manual Figure 5. Column E: CPR by Method The CPR by method will be automatically computed using the following formula: • Current users (method) ___________________________________________________________________________ Year 2 Population x 14. provide the number of FP users per method you want to achieve for Year 2. Targets can be lower or higher depending on what the LGU wants to achieve and on other factors unique to each locality including but not limited to: the trend in the number of years per method over several years.

SDM beads at Php 50.00 . Examples: .one vial of Injectable may cost Php 69.00 per client .one woman on Injectables would require 4 vials for one year . provide the expected local prevailing cost for each FP commodity or service for Year 2. .IUD may be at Php 75.00 .Vasectomy services at Php 50.00 .50 each .00 .a condom may cost Php 3.00 per client Do not leave the spaces blank.one man needs 113 condoms in a year Column G: Commodity and Service Requirement This column reflects the total annual requirement per FP method of the targeted number of users for Year 2 (Column D).Tubal ligation services under local anesthesia at Php 500. Targeted Number of Current Users for Year 2 (Continuation) YEAR 1: FP Method Reported Number of Current Users B Targeted Number of Users D CPR by Method YEAR 2: Commodity Commodity per user per and Service year Requirement F G Cost Per Unit / Service H 0 Total Cost of FP Commodities and Services Without Donations I A E Pills Injectables Condom SDM IUD Tubal Ligation Vasectomy Billings Method Basal Body Temp Symptothermal LAM TOTAL 13 4 113 1 1 - • Column F: Commodity per User per Year This column reflects the quantity of the FP commodity needed by one client in a year: . This will be automatically computed based on the following preprogrammed formula: Column G = Targeted Number of Users x Commodity per User per Year (Column D) (Column F) • • Column H: Cost per Unit / Service For this column.one woman on pills would require 13 cycles for one year .one pill cycle may cost Php 17.CSR+ Workshop Manual Figure 5.

The costs will be automatically computed based on the following preprogrammed formula: Column I = Commodity and Service Requirement x Cost per Unit / Service (Column G) (Column H) . Note that the expected quantities of donated FP commodities and services are not yet deducted in this column.CSR+ Workshop Manual Figure 5. Targeted Number of Current Users for Year 2 (Continuation) YEAR 1: FP Method Reported Number of Current Users B Targeted Number of Users D CPR by Method YEAR 2: Commodity Commodity per user per and Service year Requirement F G Cost Per Unit / Service H 0 Total Cost of FP Commodities and Services Without Donations I A E Pills Injectables Condom SDM IUD Tubal Ligation Vasectomy Billings Method Basal Body Temp Symptothermal LAM TOTAL 13 4 113 1 1 - • Column I: Total Costs of FP Commodities and Services without Donations This column reflects the total costs of each FP commodity or service requirement based on the calculated quantity of the commodity and service requirements for Year 2 and the Cost per Unit / Service.

This happens when the quantities of expected donated commodities exceeds the forecasted requirement. For example. it is the difference between the total calculated requirements and the quantity of expected donations for Year 2.CSR+ Workshop Manual Figure 6. Column K: Unfunded FP Commodities and Services This column shows the quantities of “unfunded” FP commodities and services for Year 2. a total requirement of 2000 cycles for pills less expected donations of 3500 cycles will have a value of (1500). “Unfunded” means the quantity of the calculated FP commodity and service requirements for Year 2 minus the expected quantities of donated commodities. . This means that a surplus of 1500 cycles is expected for Year 2. To put it simply. This will be automatically computed based on the following preprogrammed formula: Column K = • Commodity and Service Requirements (Column G) - Expected Donations for FP Commodities and Services (Column J) There would be instances when the computed values will be in parentheses and this would mean a surplus of that particular commodity. Entries here will be automatically copied from the entries made in Figure 3 “Year 2 Expected Donations and Outside Support”. Expected Donations for FP Commodities and Services YE FP Method Expected Donations for FP Commodities and Services J UNFUNDED FP Commodities and Services K Total Cost of UNFUNDED FP Commodities and Services L A Pills Y ea r xp 2E ed ec t D tio ona ns a nd sid Ou t o Injectables up p eS Condom SDM IUD rt les: : C yc ials Pill le V ctab : Inje s d om s: C on e ad T: MB SD p er C op n: atio IUD l Lig : uba T my ecto V as Tubal Ligation ) s ent f cli er o Vasectomy lients) mb fc (Nu er o mb Billings Method (Nu Basal Body Temp Symptothermal LAM TOTAL - • Column J: Expected Donations for FP Commodities and Services This column reflects the expected quantities of donated FP commodities and Services for each method for Year 2.

Expected Donations for FP Commodities and Services (Continuation) YE FP Method Expected Donations for FP Commodities and Services J UNFUNDED FP Commodities and Services K Total Cost of UNFUNDED FP Commodities and Services L A Pills Yea r xp 2E ed ect ns atio Do n a nd sid Out up Injectables eS Condom SDM IUD por t les: : C yc ials Pill eV ab l ect Inj s: d o m s: C on ead B T: SD M per C op n: atio IUD Lig b al y: Tu om ect V as Tubal Ligation nts) e f cli ) er o nts mb Vasectomy f clie (Nu o ber m (Nu Billings Method Basal Body Temp Symptothermal LAM TOTAL - • Column L: Total Cost of Unfunded FP Commodities and Services This column reflects the total costs of the “unfunded” FP commodity or service requirement for Year 2. Note that the expected quantities of donated FP commodities and services have been excluded from this column.CSR+ Workshop Manual Figure 6. The costs will be automatically computed based on the following preprogrammed formula: Column L = Unfunded FP Commodities and Services x Cost per Unit / Service (Column K) (Column H) .

50% of the total unfunded requirement for Injectables and 100% for tubal ligation and vasectomy. Column N: Total Cost Requirement to the LGU After deciding on the percentage of support the LGU is willing to provide for each commodity requirement. For example. the LGU may choose to purchase only 30% of the total unfunded requirement for pills. the LGU can elect to provide full or partial support to these “unfunded” FP commodities and services. FP Commodities and Services to be supported by the LGU and its Cost Requirement for Year 2 FP Commodities and Services to be Supported by the LGU and its Cost Requirement YE FP Method Expected Donations for FP Commodities and Services J UNFUNDED FP Commodities and Services K Total Cost of UNFUNDED FP Commodities and Services L FOR YEAR 2: 0 Percentage of Total Cost UNFUNDED FP commodities and Requirement to the LGU services the LGU is willing to support M N A Pills Injectables Condom SDM IUD Tubal Ligation Vasectomy Billings Method Basal Body Temp Symptothermal LAM TOTAL #DIV/0! • Column M: Percentage of Unfunded FP Commodities and Services the LGU is willing to support Once the total cost of the unfunded FP commodities and services has been calculated. and the ability and willingness of the LGU to provide for these commodities. the total cost requirement will be automatically computed based on the following preprogrammed formula: Column N = Percentage of Unfunded FP Commodities and Services the LGU is willing to support • x Total Cost of Unfunded FP Commodities and Services (Column M) (Column L) . the LGU’s plan to shift clients to more appropriate methods.CSR+ Workshop Manual Figure 7. The decision to support full or a part of the unfunded requirements depends on the local situation.

Quantity of Donated Injectables to be distributed to LGUs during the Phase-out Period 2005 BATCH 1 1st Batch 2nd Batch 3rd Batch Quarter 2 3 4 1 2006 Quarter 2 3 4 1 2007 Quarter 2 3 0 4 0 1 0 0 2008 Quarter 2 0 0 3 0 0 4 0 0 80 80 70 70 60 60 40 40 20 20 90 90 80 80 70 70 60 60 40 40 20 20 100 100 90 90 80 80 70 70 60 60 40 40 30 30 30 30 Based upon percentages of 2003 consumption (all figures in %) . Table 1.CSR+ Workshop Manual Annex A.Quantity of Donated Pills to be distributed to LGUs during the Phase-out Period 2004 BATCH Quarter 3 1st Batch 2nd Batch 3rd Batch 4 1 50 80 90 2005 Quarter 2 50 80 90 3 30 60 70 4 30 60 70 1 20 40 50 2006 Quarter 2 20 40 50 3 0 20 30 4 0 20 30 1 0 0 30 2007 Quarter 2 0 0 30 3 0 0 30 4 0 0 30 80 80 Based upon percentages of 2003 consumption (all figures in %) Table 2.

List of Provinces and LGUs Per Batch (According to Poverty Index) Batch First Batch City = 23 Province = 13 Province Bataan Batanes Batangas Benguet (including Baguio City) Bulacan Cagayan Cavite Davao Del Sur (including Davao City) Ilocos Norte Laguna Nueva Viscaya Pampanga (including Angeles City) Rizal City Caloocan city Las Pinas City Makati City Malabon Mandaluyong City Manila City Marikina City Muntinlupa City Navotas Parañaque Pasay city Pasig City Pateros Quezon City San Juan Taguig Valenzuela Second Batch City = 9 Province = 35 Agusan Del Norte Aklan Albay Antique Apayao Aurora Biliran Bukidnon Cebu (including Cebu City) Davao Del Norte Davao Oriental Guimaras Ilocos Sur Iloilo (including Iloilo City) Isabela Kalinga La Union .CSR+ Workshop Manual Annex B.

Zamboanga Sibugay.CSR+ Workshop Manual List of Provinces and LGUs Per Batch (According to Poverty Index) Batch Province City Leyte (including Tacloban City) Misamis Or. does not appear in the current CDLMIS list. Third Batch City = 2 Province = 29 Abra Agusan Del Sur Basilan Bohol Camarines Norte Camarines Sur (including Naga City) Camiguin Capiz Catanduanes Eastern Samar Ifugao Lanao Del Norte (including Iligan City) Lanao Del sur Maguindanao (including Cotabato City) Marinduque Masbate . However. (including Cagayan de Oro City) Negros Oriental Northern Samar Nueva Ecija (including San Jose City and Cabanatuan City) Palawan Pangasinan (including Dagupan City) Quezon (including Lucena City) Quirino Siquijor South Cotabato (including Gen Santos City) Southern Leyte Surigao del sur Tarlac Western Samar Zambales (including Olongapo City) Zamboanga Del Sur (including Zamboanga City) Note: Zamboanga City is actually part of Zamboanga Sibugay. as a recently created province.

CSR+ Workshop Manual List of Provinces and LGUs Per Batch (According to Poverty Index) Batch Province Misamis Occidental Mountain Province Negros Occidental North Cotabato Occidental Mindoro Oriental Mindoro Romblon Sarangani Sorsogon Sultan Kudarat Sulu Surigao Del Norte Tawi-Tawi Zamboanga Del Norte Source: AO 158: Guidelines on the Management of Contraceptive Supplies for Family Planning under the Contraceptive Self-Reliance Strategy City .

Forecasting Requirements for Family Planning Commodities and Services Year 2 Expected Donations and Outside Support Pill Cycles: Injectable Vials: Condoms: SDM Beads: IUD Copper T: Tubal Ligation: Vasectomy: (Number of clients) (Number of clients) Region: Province: ANNEX C Municipality/City: Growth Rate: YEAR 1: Population: YEAR 2: Population: 0 FP Commodities and Services to be Supported by the LGU and its Cost Requirement FOR YEAR 1: Targeted Number of Users CPR by Method D E F G H I J Commodity Commodity per user per and Service year Requirement Cost Per Unit / Service Total Cost of FP Commodities and Services Without Donations Expected Donations for FP Commodities and Services 0 YEAR 2: 0 UNFUNDED FP Commodities and Services K Total Cost of UNFUNDED FP Commodities and Services L YEAR 2: 0 Percentage of Total Cost UNFUNDED FP commodities and Requirement to the LGU services the LGU is willing to support M N FP Method Reported Number of Current Users CPR by Method A B C Pills 4 113 1 1 - 13 Injectables Condom SDM IUD Tubal Ligation Vasectomy Billings Method #DIV/0! Basal Body Temp Symptothermal CSR+ Workshop Manual LAM TOTAL .

Financing and Resource Mobilization .

FINANCING AND RESOURCE MOBILIZATION Elements of CSR+ Objectives To form a clear understanding of the meaning and purpose of resource mobilization To highlight the importance of resource mobilization To discuss possible ways of mobilizing resources for health programs 2 Outline Overview of Resource Mobilization Financing and Resource Mobilization for Health Financing Strategies / Options Resource Mobilization: An Overview 3 Development can happen only if there is a disciplined execution of a plan to achieve the shared vision Building commitment Political will Good governance Participation of Stakeholders What is Resource Mobilization? “It is the process where LGU’s create social and economic benefit through the exercise of their exclusive governance powers.” Sufficient Resources Others 5 6 .

by itself. LGU’s financial resources Local autonomy increased not only local powers. lacks resources for projects essential to support effective local economic and social growth • • • Treasurer Planning and Development Coordinator Budget Officer Coordination is imperative! 11 12 .g.. but also obligations • service delivery • local development 9 10 Why is Resource Mobilization necessary? Who are responsible for mobilizing LGU resources? Mayor Vice Mayor Local Finance Committee Sanggunian Assessor Accountant LGU.The Relationship Between Resource and Revenue Revenue Raising Resource Mobilization The Relationship Between Resource and Revenue Resource Mobilization LGU has exclusive authority LGU develops partnerships with private sector/NGOs Revenue Raising 7 8 What is the objective of LGU Resource Mobilization? Why is Resource Mobilization necessary? To identify and increase available resources for use for health programs • E.

donations private sector partnerships social insurance 13 LGU’s power to mobilize resources is built on its dual nature LGU Resource Mobilization Powers CORPORATE AND PROPRIETARY POWERS (private function) charge for services run an enterprise enter into contracts TAXING AND POLICE POWERS (government function) impose taxes issue permits 14 LGU Resources Comparative Summary of LGU Impositions TYPE Taxes Comparative Summary of LGU Impositions TYPE Service Fees DEFINITION Impositions under the taxing power of LGUs for the purpose of raising revenues REMARKS Allocation among LGUs of taxing powers defined by law EXAMPLE Property taxes Business taxes DEFINITION Fees collected for services rendered or for conveniences furnished by the LGU Imposition for the operation of public enterprises REMARKS In an amount commensurate to such services EXAMPLE Sanitary inspection fees Secretary’s fees Permits Fees Charges made by law or Based on cost of Mayor’s ordinance for the regulation of the permit regulation or inspection of activity Large cattle business or activities registration fees 15 Charges Full cost recovery Market fees as basis for Corral fees amount of charge Slaughter to be imposed fees 16 Resource Mobilization towards Achieving CSR+ Health Programs’ Goals Financing and Resource Mobilization for Health Procurement of contraceptives considering the phase-down of donated contraceptive supply (CSR) Procurement of commodity requirements for TB. HIV / AIDS & Vitamin A under the CSS strategy 18 . fees. charges income from local enterprises External Sources central transfer loans & other forms of credit grants.What resources can be mobilized? Internal Sources taxes.

INCOME Local Sources External Sources EXPENDITURES Gen. 2 Amt. other financing agents Mobilize additional revenues (1) Local government Taxes and other sources of revenues premium Tap other premium private sources (3) Households: economic & social groups Identify the poor/ private demand (1) 19 reimbursements. 20_____ Income/ Exp Item Mun. % Amt. capitation funds Increase budget for FP and others (1) net subsidy Upgrade facilities. e. 1 Mun.g. TBDOTS. Vitamin A.Health Services Economic Services Debt and other services Mun. HIV/AIDS • Others Wellbeing Organize Delivery and Financing: Policy Decision Areas Expand insurance coverage of IPP and private employees (2) Enroll indigents (2) PhilHealth. 3 % Financing Strategies 21 Financing Strategies Increase budgetary allocation for commodities and services budget cycle) Financing Strategies Avail of the PhilHealth capitation fund and reimbursements (OPB and TB DOTS) to procure contraceptives and other essential drugs Requirements (next slide): • Lobby for an increase in budget (regular • Request for a supplemental budget • Re-align from other expenditure items • Tap discretionary funds • GAD allocation • HES 23 24 . Public Services Social Services . SS certification & PhilHealth accreditation (2) National policies and strategies Nonhealth outcomes services user charges Providers/ dispensers: Public and private Charge fees (1) Referral system (4) Voucher system (4) Expand private sector participation (4) 20 Income and Expenditures. % Amt.The Local Health System Local decisionmaking: policies and strategies Organization of delivery and financing: privatepublic sector mix Health inputs: • staff • facilities • commodities • technology Health outcomes: • FP..

TB. Create an Inter-Local Health Zone Fund Financing Strategies Improve tax administration computerization • Tax mapping • Organizational improvement and • Enforce sanitary laws and ordinances Part of the increase in collection shall be earmarked to procure contraceptives and other essential drugs/medicines 27 28 Financing Strategies Donations / participation of NGOs and the private sector Delivery and Financing: Decision Areas Increase financing through insurance. CBMIS 29 Expand private sector participation 30 .. HHs 25 26 Financing Strategies Cost-recovery schemes for commodities Explore the feasibility of converting LGU hospitals and RHUs/HCs as economic enterprises. HIV/AIDS. capitation funds Mobilize additional revenues Taxes and other sources of revenues Increase budget for FP and others premium net subsidy Upgrade facilities. and other private sources Provide FP and other health information Enroll indigents Financing agents premium Local government reimbursements.g. Barangay. Governor.Financing Strategies Requirements: Financing Strategies Increase existing fees & charges Impose new fees & charges • SS certification and PhilHealth Accreditation of RHUs/HCs • OPB • TB-DOTS Center • Safe Maternity Package • Increase enrollment of indigents • Issue Ordinance • Update the Local Revenue Code • Institutionalize socialized rates structure • Accrue proceeds to a special account to finance health programs on FP. e.. and Vitamin A • Premium-sharing schemes • Congressman. user fees.g. SS certification and PhilHealth accreditation Clients: poor and non-poor non- user charges Providers: Public and private Identify unmet needs and private demand: e.

. support the program Financial & inventory management systems 35 Resource Mobilization: Summary of Options & Requirements Strategies Option 6: Create an Inter-Local Health Zone Fund –a pooled fund from various public and private agencies Requirements Strong commitment from LGU officials to support the program Financial and inventory management systems 36 .g. from LGU officials to through Ordinance or support the program Updated Local Revenue Code) 33 Resource Mobilization: Summary of Options & Requirements Strategies Option 4: Cost-recovery schemes for commodities Requirements Client classification tool Advocacy to encourage non-poor to pay for the commodities Strong commitment from LGU officials to support the program Financial and inventory management systems 34 Resource Mobilization: Summary of Options & Requirements Requirements Strategies Option 5: Explore the Local ordinance feasibility of allowing sale of converting LGU consigned commodities hospitals and in LGU health facilities RHUs/HCs as Strong commitment economic from LGU officials to enterprises.Resource Mobilization: Summary of Options & Requirements Strategies Option 1: Increase budgetary allocation for commodities and services Requirements Market segmentation tool or at least an estimate of size of “poor” population Estimate of how much is needed by the poor Budget allocation Resource Mobilization: Summary of Options & Requirements Strategies Option 2: Avail of the PhilHealth capitation fund Requirements Budget to enroll indigent clients Improvement of facilities to meet PhilHealth accreditation requirements Guidelines on use of PhilHealth fund 32 31 Resource Mobilization: Summary of Options & Requirements Requirements Strategies Option 3: Local ordinance Increase existing allowing revenue fees & charges and collection impose new fees & Strong commitment charges (e.

Resource Mobilization: Summary of Options & Requirements Strategies Option 7: Improve tax administration Requirements Strong commitment from LGU officials to support the program Financial and inventory management systems Resource Mobilization: Summary of Options & Requirements Strategies Option 8: Donations. instead of paying the fees 38 37 Summary of Challenges Sufficiency of LGU funds Sustainability of strategy Identification of the poor and non-poor Insufficiency of donations (minimal) Development of new systems Training of staff on these new systems Thank you! 39 . participation of NGOs and the private sector Requirements Accounting system to keep track of donations Clear guidelines on when the client can opt to donate.

Access to Medicines .

The Drug Management Cycle Selection Access to Medicines Drug Management System (DMS) Procurement Options for LGUs Use Management Support Organization Financing Information Management Human Resources Procurement Distribution Policy & Legal Framework DMS Models (Features) Private sector Community-based drug outlets Consignment or vendor-managed inventory Current Drug Supply IRA/Drug Supplies/ Commodity LGU Drugs RHU or BHS Public sector ILHZ pooled procurement Government-to-government (G2G) procurement Outsourced delivery Storage practices Patients Problems IRA Irregular arrival Insufficient Procurement & Distribution Options for LGUs Procurement through bidding is long and tedious (GPRA) Quality of drugs not verified No cost recovery Even patients who can afford to buy get drugs free Storage conditions inadequate .

DOH hospital.ILHZ Pooled Procurement Pooled funds PITC. or CHD Procurement from PITC Consolidated orders PITC LGU 1 LGU 1 LGU 2 Outsourced delivery LGU 2 Outsourced delivery LGU 3 Medicines LGU 3 Medicines Benefits Procurement and distribution outsourced to another government agency Long bidding avoided Consignment PHIC capitation fund RHU or BHS LGU Money for voucher Bulk buying Lowers purchase price Lowers transaction costs Assures uniform drug quality Voucher Medicines for voucher Medicine stocks for money Medicines for money Drug supplier Indigent Patients Pay Patients Benefits Market segmented No need to pay for those who can afford LGU pays only for true indigents Community-based Drug Outlet PHIC capitation fund Health Plus outlet LGU Money for voucher Medicines for voucher Medicines for money Drug supplier or vendor Performs procurement and distribution functions for LGU (outsourcing) Assures quality of drugs Voucher RHU or BHS Good storage practices for RHU or BHS Prescription Indigent Patients Pay Patients . Province.

Benefits Market segmented No need to pay for those who can afford LGU pays only for true indigents Procurement & Distribution Options Options ILHZ pooled procurement (ex. DKT) Procurement from PITC Requirements ILHZ essential drug list Pooled funds ILHZ accounting system Budget allotment for procurement of commodities Establishing agreements with PITC Early placement of orders Prompt payment Cost-recovery ordinance Market segmentation Pharmacy voucher system Health Plus outlet Performs procurement and distribution functions for LGU (outsourcing) Assures quality of drugs Stores drugs well Consignment Procurement & Distribution Options Options Community-based drug outlets Regular Procurement Options Requirements Qualified NGOs. PITC. and POs Market segmentation Pharmacy voucher system Budget allotment for procurement of commodities Regular Bidding process Early placement and payment Other Requirements for P&W Forecasting tool (Procurement) Approved budget (Available cash allotment) Training on Quality Control for Procurement Capacity for drug selection and use (specifications) – Tapping Medical Schools Inventory and Warehousing (in LGU or drug outlets) Thank You! . cooperatives.

Distribution and Services Delivery

Objectives

Distribution and Service Delivery

Elements of CSR+

To identify key considerations in distribution and service delivery decisions To discuss the concept of client classification / market segmentation To identify LGU distribution and service delivery options, their corresponding requirements, advantages and disadvantages

2

Have we provided the services to help the couples achieve their fertility preferences? Contraceptive Prevalence Rate
Type of Contraceptive No method Any method Any traditional method Any modern method Pill Female sterilization IUD Injectable Male condom LAM Male sterilization Mucus/Billings/Ovulation Modern NFP % of Users 51.1 48.9 15.5 33.4 13.2 10.5 4.1 3.1 1.9 0.3 0.1 0.1 0.1 3

Organization of Service Delivery and Financing
Taxes and other sources of revenues

PhilHealth; other financing agents

premium

Local and National government

premium Households economic & social groups

reimbursements; capitation funds

net subsidy

services user charges

Providers/ dispensers: Public and private

Source: 2003 National Demographics and Health Survey, PNSO

4

Demand vs. Supply
Past Situation
CPR limited by both demand and supply conditions; far from goal of elimination of all unmet need for contraception Supply of commodities mainly from donations through the public sector Limited private sector supply.

Current Situation
Phase-down of donated contraceptives. National government will not fill shortfall, insists LGUs should do it if they want to. If allowed to persist, CPR will decline; unmet need will expand.

With the current situation --How do we provide continued services?

5

What is Distribution & Service Delivery as an Element of CSR?

Forecasting Distribution & Service Delivery Resource Mobilization Procurement & Warehousing

Distribution and Service Delivery ---- is the process of identifying the clients (users) and determining where the various commodities and services (providers) will be placed to make these available to them.
7

Elements of CSR +

8

Recall….The CSR Road Map
Gap Analysis

3 Basic Responses to the CSR Strategy

With the current situation, how do we ensure continued provision of services?
Equitable Focus on the poor Maintaining CPR (Replacement) Reducing unmet FP need
10

Scenario 1
Provide FP goods and services for all?

Scenario 2
Provide FP goods and services only for the poor?

Scenario 3
Provide only what is available?

9

Service Delivery

Client Classification ensures equitable distribution of commodities and services
Client classification/identification is a key concern since the LGU has to implement structures to effectively reach its priority clients and provide necessary structures to ensure efficient distribution of available services and commodities

Provide service delivery considering the marginalized sectors (“poor”) ---”protect” the poor” ---” protect” POOR (AO 158)

11

12

Examples of Ways to Segment /Classify CLIENTS
Geographic Classification

Geographical Segmentation: Advantages Vs. Disadvantages
Type of Client Classification

Advantages
Less costly; does not require complete surveys (census) Can utilize existing criteria by LGUs in identifying priority areas in the implementation of other LGU projects

Disadvantages
High chance to commit errors in classification Difficulty in setting standard for classification across brgys, LGUs

• •

Priority sites (Poverty Levels; CPR levels) Clusters of homogenous groups (Municipalities, Barangay Level)

Geographical Classification/ Clusters

Individual Classification

• • • •

Income With unmet FP need age group … other characteristics which serve as focus of assistance
13

14

Individual Classification: Advantages Vs. Disadvantages
Type of Client Classification

Advantages
Error in classification is reduced Allows setting standard for classification across brgys, LGUs Allows sufficient profiling of individual clients Readily applicable to implement cost-recovery schemes or charging fees

Disadvantages Requires sufficient time & resources to conduct surveys (census) Requires effort to reconcile with other existing classification schemes in the LGU

Individual Classification

Scenarios for Service Delivery under CSR

15

Option 1: Provide FP goods and services for all (Free or user fees) REQUIREMENTS

Option 1: Provide FP goods and services for all (Free or User Fees)
IMPLICATIONS

• • • • •

Enough funds in the LGUs (internal & external) to fill-in 100% of the gap LGU can allocate and procure commodities LGU is accredited with PhilHealth and Sentrong Sigla Other FP methods are accessible for shifting clients (from pill or injectables) If LGU decides to implement user fee: established systems for collection and fund management

• • • • •

CPR is sustained and increased; unmet need may be eliminated No need to classify clients Heavy burden on LGUs; Need to mobilize resources outside LGUs (to be utilized by LGUs) May eventually crowd public health facilities; difficulty in ensuring quality care with increasing clientele May not be sustainable

17

18

Option 2.1: Provide free FP goods and services only for the poor and charge non-poor
REQUIREMENTS

Option 2.2: Provide free FP goods and services only for the poor and refer non-poor to the private sector
REQUIREMENTS

• Policy on the targeted service (only for poor) • Classification of clients in place to identify the • • •

poor and initiate cost recovery schemes (socialized pricing for the non-poor) Enough funds in the LGUs to fully subsidize the poor or lower economic brackets (internal & external to cover resource gap, especially from PhilHealth) Policy on charging fees (non-poor) Effective fund collection and management systems in place
19

• Policy on the targeted service (only for poor) • Classification of clients in place to identify the • • •
poor and initiate cost recovery schemes (socialized pricing for the non-poor) A strong and willing private sector Strong campaign to inform non-poor to seek services from private sector Public-Private Referral System

20

Option 2: Provide free FP goods and services only for the poor
IMPLICATIONS

Option 3: Provide only what is available
REQUIREMENTS

• • • • • • •

Gap is smaller CPR is sustained and increased when services for non-poor are secured Unmet need especially among the poor or highly vulnerable groups may be reduced/eliminated May be more sustainable; lesser burden to LGU Greater chance to improve quality care Provide an entry to the private sector participation Promote personal and social responsibility among FP clients
21

Strong campaign to inform clients on the limited available commodities thus, change health seeking behavior leaning towards individuals being fully responsible for their own contraceptive needs; nonpoor to seek services from private sector Full entry of private sector in service delivery thru referral system or complementation to accommodate non-poor or reforming policies that impede private sector participation

22

Option 3: Provide only what is available
IMPLICATIONS

• • • •

Gap is not recognized. CPR will decline; drastic increase in unmet need Unmet need especially among the poor or highly vulnerable groups may increase No immediate financial burden; but heavier burden due to consequences

Scenarios for Service Delivery under CSR : when Individual Classification is NOT possible

23

capable.) Q2 •Many people practice FP •May be willing to pay for FP •Characteristic targeting (willing. capable) •Poor and non-poor. with unmet FP need) •Socialized fees/user fees •Strong Private Sector (service delivery) C P R Q4 •Many people practice FP •People are willing and able to pay •Self targeting •Expand service delivery by Private Sector •Mainly a Private Sector service delivery (drugstores for commodities) Low High29 Low C P R High30 . etc. voucher system for distribution of free commodities) •Expand service delivery outlets and strengthen FP services to include methods preferred by this sector (permanent.Client Segments High P O V E R T Y I N D E X Q1 •People need to practice FP •Cannot pay nor buy FP services Q2 •Many people practice FP •May be willing to pay for FP Matching Users with Providers: MARKET TRANSFORMATION PUBLIC Q1 Q2 Q3 Q4 PRIVATE Q3 Q4 •Not too many people •Many people practice FP practice FP •People can pay for FP •People are willing and able to pay services C P R Low High25 26 Client Segments: Interventions High P O V E R T Y I N D E X Client Segments: Interventions High P O V E R T Y I N D E X Q1 •People need to practice FP •Cannot pay nor buy FP services •House-to-house targeting •Provide free commodities/services (ID system. socialized fees/user fees •Public-private referral system Low C P R High27 Low C P R High28 Client Segments: Interventions High P O V E R T Y I N D E X Client Segments: Interventions High P O V E R T Y I N D E X Q3 •Not too many people practice FP •People can pay for FP services •Full campaign for FP social acceptance (public-sector led) •Characteristic targeting (willing.

procure and distribute quality FP goods and services LGU would have sustained and expanded their local programs (public-private mix) LGU would have improved service delivery and increased financing (including commodity procurement and presence of complementary sources) 32 Q3 – Minimize •Not too many people practice FP •People can pay for FP services C Q4 – Privatize •Many people practice FP •People are willing and able to pay Low P R High31 When do we say that we have achieved Self-Reliance in FP and the other health programs? Market would have transformed… Drugstore sales of contraceptives shall have increased Buyer behavior. finance. shall have changed Private providers offering FP services shall have increased 33 Thank You .Client Segments: Interventions High P O V E R T Y I N D E X Q1 – Prioritize •People need to practice FP •Cannot pay nor buy FP services Q2 – Optimize •Many people practice FP •May be willing to pay for FP When do we say that we have achieved Self-Reliance in FP and the other health programs? LGU would have the local capacity to forecast. specially among the nonpoor.

CSR+ Securing Anti-TB Drug Supply .

000 to treat What is our goal in TB? Reduce TB mortality and morbidity by half in 2015 . • To apply the 4 CSR elements to TBDOTS • To identify strategic options for LGUs to consider in implementing TB-DOTS Outline • Importance of regular anti-TB drug supply • Ways of ensuring uninterrupted drug supply • Process of ensuring LGU counterpart • • • • Forecasting Resource mobilization Procurement Delivery of services What are we worried about? Meningococcemia 100 cases SARS: 14 cases Bird Flu: 0 case Why are we not worried about TB? • When: • It is the no. 75 Filipinos die from TB • Most who perished were male and in the productive age group • Drug-resistant cases cost Php 150. 6 cause of death • Everyday.Objectives CSR + Securing Anti-TB Drug Supply Health Programs • To highlight the importance of controlling TB • To estimate the cost of including TBDOTS among the LGU’s health programs.

Treatment outcome is monitored 5. relapse and return after default) How do we treat a TB patient? • Category 1: 6 months (2HRZE / 4 HR) • Category 2: 8 months (2HRZES/HRZE/5HRE) • Category 3: 6 months (2HRZ / 4 HR) • Where: H: INH. S:Streptomycin • Category 3: • new smear (-) but with x-ray findings suggestive of TB with minimal lesion . Political will is evident Why is regular drug supply important? • Complete treatment gets TB patient cured • It prevents TB bacteria from becoming drug resistant (treatment costs Php 150.What should we do to control TB? • (1) Detect at least 70% of TB cases (2) Cure at least 85% How: DOTS Strategy (Directly Observed Treatment Short Course) Five elements 1. Anti-TB drugs are regularly supplied 3. E:Ethambutol. Sputum microscopy for diagnosis is available 2.000) • It fosters good relationship between patient and health center staff • It shows that local government is responsive What are the categories of TB patients? • Category 1: • new smear positive. Z:Pyrazinamide. new smear negative cases but with x-ray finding suggestive of TB with extensive lesion What are the categories of TB patients? • Category 2: • re-treatment cases (failure. Drug intake is supervised 4. R: Rifampicin.

Decide what drug formulation (FDC or SDF) to use for cat. 1 and 2 cases who are under treatment and with adverse reactions (5% of cat. Estimate budget needs for cat. example: • • • • • Total cases last year: Target increase: Total cases this year: Percent with reaction: Cat 1 & 2 with reaction 80 10% 88 5% 88 x .Who provides the anti-TB drugs? • DOH through the Center for Health Development • For cat. 3 (20% of all TB cases) Forecasting Distribution & Service Delivery Resource Mobilization Procurement & Warehousing ELEMENT 1: Forecast LGU budgetary requirements Step 3. 3 cases Step 1. 1 and 2 with adverse reactions Elements of Securing LGU Counterpart 1A: Estimate Cat. Estimate budget needs for cat. 1 and 2 with adverse reactions: • 5% of total cat 1 and 2 cases. Compute total budget requirement 2b. 1 and 2 with adverse reactions . 1 and 2 cases) • For cat.05 = 4. 1 and 2 (about 80% total TB cases) How do you ensure uninterrupted anti-TB drug supply? • Adequate supply from DOH and LGU • Effective local drug supply management system for anti-TB drugs • no stock-outs. 3 Step 2.4 Step 1: Estimate budget needs for Cat. no expired drugs • Counterpart of the LGUs • For cat.

20 168 201.20 4.00 No. of Tab or Cap 168 168 112 112 Total (Php) 2. Estimate number of Cat.00 1. Compute the total cost for those with adverse reactions • Formula: cost per patient x no.4 cases = Php 16.60 1C.00 112 448. 3 case 2.729.60 x 4.833.60 • Option 2: (FDC) Fixed dose combination .00 201. Compute cost of SDF per cat.24 SDF cost per pt. Approaches in Estimation • • Based on actual cases the previous year OR 20% of total TB cases the previous year Example: 100 cases x 20% = 20 Step 2.00 3. 3 • Option 1: (SDF) Single drug formulation Option 1: Cost of SDF per Cat.00 450 mg INH tab 300 P 1. of cases Example: Php 3. 3 cases 2B: Decide what drug formulation to buy for Cat. w/ adverse reaction 2A.184.00 896.410.00 168 2.1B.60 mg PZA tab 500 P 4.00 8.184. 1 or 2 case with adverse reactions Drugs Rifampicin cap 450 mg INH tab 300 mg PZA tab 500 mg Ethambutol 400mg Unit Cost (Php) 13.00 mg SDF cost per cat.729.60 448. 3 patient Unit cost Total (Php) Quantity (Php) Drugs Rifampicin cap P 13.

729.452 Compute total cost for FDC option Step 3: Compute total budget needed Drug Cost per patient 2.00 3.452. province) • PITC-DTI • Global Drug Facility for FDC (possibility?) . of Cat.24 Option 1: SDF Cat.672.729.60 3. 3 cases Example: Php 2. 3 using SDF • Formula: cost per patient x no.450.60 20 4 ELEMENT 2: Resource Mobilization • LGU budget • Reimbursement funds from PhilHealth if accredited as TB-DOTS center ELEMENT 3: Procurement • Individual local procurement • Pooled local procurement (e. of cases 20 4 Total budget 56.24 89.50 168 2-drug (RH) P 8.040.410.082. 3 patient Unit cost Quantity (Php) 3-drug (RHZ) P 9.24 73.60 • Formula: cost per patient x no.50 336 FDC cost per Cat. of cat. 3 W/ reaction Total 4.g.856 4.833.00 16.24 105.Compute total cost for Cat.452 x 20 = Php 89. 3 W/ reaction Total Option 2: FDC Cat.040 No.672.00 Option 2: Cost of FDC per Cat.60 x 20 cases = Php 56.833.00 16. 3 patient Drug Total (Php) 1.596 2. 3 cases Example: Php 4.410.

3 • Process of forecasting. 3 cases should be reviewed by TB Diagnostic Committee • Supervise drug intake by treatment partner SUMMARY • Uninterrupted anti-TB drug supply is important in controlling TB • LGU should purchase drugs for Cat.ELEMENT 4: Distribution and Service Delivery • Improve logistics management • Allocate drugs for entire treatment to TB patient • Preliminary diagnosis of Cat. procurement and delivery • Decision point (SDF or FDC) for Cat. 1 and 2 with adverse reactions and Cat. 3 Thank you! . resource mobilization.

Vitamin A Supplementation .

.35% • It reduces deaths due to measles by 50% Why is Vitamin A supplementation for sick children important ? • It reduces deaths due to diarrhea by 40% • It prevents further infection and Vitamin A deficiency What is the status of Vitamin A deficiency disorder? • 4 in 10 children (aged 6 mos. Why is Vitamin A Supplementation for sick children important ? • It reduces total deaths among children by 23. night blindness • There are more deaths among these children Why does Vitamin A deficiency occur? • Low intake of Vitamin A – rich food especially from animal sources. e. • Rapid use of Vitamin A in the body due to acute and chronic illnesses.Objectives VITAMIN A SUPPLEMENTATION Health Programs • To provide basic information regarding Vitamin A. • Poor absorption of Vitamin A such as low fat intake and due to diarrhea. • To highlight the importance of Vitamin A Supplementation. • To identify strategic options for LGUs to consider in implementing Vitamin A Supplementation. – 5 yrs. This means: • Their growth is affected • They easily get infections • They may suffer from bad eye condition. • To estimate the cost of including Vitamin A Supplementation among the LGU’s health programs.) lack Vitamin A in the blood. .g.

000 IU for postpartum / lactating women Who provides Vitamin A capsules? • DOH provides for the universal Vitamin A supplementation but it cannot provide for supplementation of sick children and postpartum / lactating women due to lack of funds. distribution.What are the strategies to address Vitamin A deficiency? • Vitamin A supplementation • Food Fortification • Promotion of intake of Vitamin A . How do we ensure timely availability and adequacy of Vitamin A capsules? • Efficient procurement.000 IU for infants 6-11 months • 200.rich foods Why is Vitamin A Supplementation supported by LEAD? • It reduces illnesses and deaths among children • Supplementation is easily done • Vitamin A capsule is very cheap What are DOH’s targets for Vitamin A Supplementation? • 95% universal Vitamin A supplementation • 100 % Vitamin A supplementation for sick children • 90% Vitamin A supplementation for postpartum / lactating women What are the logistics required? • Vitamin A capsules: • 100. storage.000 IU for children 12 months to 71 months • 200. monitoring & supplementation of Vitamin A capsules .

Forecasting Vitamin A Requirement for Sick Children 1. severe pneumonia. Compute for total number of capsules required for the year • One capsule per case x estimated number of cases Forecasting Vitamin A Requirement for Sick Children 4. Estimate total budget required • Total capsules needed x unit cost Forecasting for Vitamin A Capsules for Postpartum / Lactating Women • Estimated number of lactating women • total population x 3% • Estimated Vitamin A capsules • estimated number of lactating women x 1 capsule .5% 12 – 71 months = Total population x 15% Application of 4 CSR+ Elements to: Vitamin A Supplementation • Forecasting Vitamin A Requirement for Sick Children 2. chronic / persistent diarrhea. Estimate your target population • 6-11 months = Total population x 1. and those who are malnourished − Target population x 32% Forecasting Vitamin A Requirement for Sick Children 3. Estimate the expected number of children with measles.

644 *100.983 Resource Mobilization .200 • Estimated budget required for 6-11 months • Total pop x 1.000 iu/capsule of Vitamin A for 12-71 months old Total Budget Requirement for Vitamin A Supplementation TOTAL COST (Php) Sick Children Postpartum Women TOTAL 10.336 16.00 Estimated total Budget Requirement for Vitamin A capsules for Sick Children PHP 10.200 Estimated Estimated number of number of Vit A children to get capsules* sick needed C 169 1.690 D (1 capsule per child) Estimated Budget for Postpartum Women • Estimated postpartum women • Total population x 3% x 1 capsule x Php 6 = Php 6.Options • • • • • • Barangay funds SK funds Nutrition program budget Local government budget Local GAD budget Other sources • E.5%) (Population x 32%) E F PHP 507 PHP 10.00 1. NGOs .690 PHP 6.280 35.336 Age group Unit Cost Total cost A 6-11 months old 12-71 months old (Population x 1.5% x 32% x 1 cap x Php 3 = Php 507 Example of Forecasting Vitamin A for Sick Children • Population of Municipality A with a population of 35. private sector.000 iu/capsule of Vitamin A for 6-11 months old 200.Forecasting Vitamin A Requirement for Sick Children • Population of Municipality A with a population of 35.138 169 PHP 3.647 Estimated Budget Requirement for Vitamin A capsules for Sick Children City/Municipality of A Total Population Estimated number of children B 528 5.200 • Estimated budget required for 12-71 months • Total population x 15% x 32% x 1 cap x Php 6 = Php 10.647 6.140 • Total Cost = Php 10..g.

supplementation can be done: • In hospitals (out-patient and inpatient) • Home visits or door-to-door • During nutrition month celebration Thank you! .Options • Through local distributors / suppliers who participated in the DOH bidding • Through CHDs ► UNICEF • Through PITC • Through HealthPlus Outlets Distribution and Service Delivery • Vitamin A supplementation of sick children and postpartum women is regularly done: • During consultations in health centers and barangay health stations Distribution and Service Delivery • To increase coverage.Procurement .

HIV/AIDS/STI Prevention and Control .

03% HIV seroprevalence among high risk groups • 1-4% syphilis rates among high risk groups • Median no.148 consultations • 93% of the consultations were females • (9% .males • Non-gonococcal infection .males Sexual intercourse – leading mode Active Surveillance (Source: DOH-NEC 2003 Technical Report) STI Etiologic Surveillance • 229.What is the Philippine HIV/AIDS/STI Situation? • HIV/AIDS Registry HIV/AIDS/STI Prevention and Control Health Programs • January 1984 – October 2004 (Source: DOH-NEC) • • • • • • 2.176 HIV + cases 69% asymptomatic 31% AIDS cases 69% .20-39 years age group 63% . low prevalence • Presence of high risk behaviors: • • • • Low condom use Sharing of needles High prevalence of STIs among high risk groups Poor health seeking behavior However. the situation could change if the presence of the “dangerous” trends are not sufficiently addressed.females What do these numbers tell us? • Passive surveillance – increases in reported numbers of HIV+ cases • Active surveillance – no rapid increase in HIV transmission. FLSW – 4 per week (range of 1-80/week for female sex workers) • < 30% consistent condom use among HRG • Needle sharing (>60%) • Bleach cleaning of injecting equipment (10%) • 7% of the consultations were males • (8% .were found positive for STI) • 0.were found positive for STI) • 41% of the males were clients of sex workers • Gonorrhea. of sex partners: RFSW – 2. .

Forecasting • Is a combination • • • • Science Art Common sense Experience Forecasting Condoms • Assess current condom usage • Assess the number of persons having sex with non-regular and regular partners • Estimate the average number of sexual acts • Estimate increased demand as an outcome of specific promotional activities or increase in distribution points .What can we do to prevent an epidemic? • Concept of focused prevention • Interrupt transmission among subpopulations at highest risk • Focus prevention efforts to those with highest risk • Limited general population efforts to create a more supportive environment The country has no reason to be complacent…… because ingredients for an epidemic explosion are present. Why treat STIs? • Linked to the spread of HIV/AIDS • Early diagnosis and treatment of STI play an important role in the prevention and management of HIV/AIDS Why promote condoms? • A key factor in the sexual transmission of HIV is the lack of condom use in commercial sex work.

Clotrimazole 500 mg.25 = 21.00 Doxycyline 100 mg: 14 tabs x P6.50 = 91.Six Rights of Condom Logistics (Source: WHO. 100% CUP) STI Drugs • Criteria for choosing drugs: • Right drug for the organism • High efficacy • Few side effects • Organism resistance unlikely to be developed • One dose or few doses for a short time • Oral administration • Acceptable for pregnant or lactating women The right quantities of the right condom in the right condition to the right place at the right time for the right cost.00* • • • • • • (*generic drug) • . Ceftriaxone 250 mg. Metronidazole 500 mg. vagl.4 M units Forecasting STI Drugs • Identify total STI cases the past year/ STI rates • Breakdown by STIs • Identify whether syndromic or etiologic approach of STI case management – forecast drugs as necessary Where are we now? • High Risk Group: Population Size estimation – do we have data on this? • Different experiences in forecasting STD drugs and condoms • Site specific – recognizing constraints and enabling factors per site • Sample Computation: • STD Drugs Total cases of gonorrhea x STI drug (tabs/complete treatment) = total drugs needed Assumption: Cefixime 200 mg tab: 2 tabs x P118/tab = 236. Azithromycin 1 gm. supp. STI Drugs • • • • • • Cefixime 400 mg.00 Metronidazole 500 mg tab: 4 x 5. • PCN G 2.00* Clotrimazole 500 mg supp: 1 x 433. Doxycycline 100 mg.00 = 433.

00 Syphilis: PCN 2.4 M units = P410.00 Option 1 Option 2 Option 3 Option 4 340.00 Etiologic Management of STIs • Cost: Complete treatment/patient • • • • • • • GC: Cefixime = P240.00 Non-GC: Doxycycline = P100.00 Doxycycline 100.00* Candidiasis: Clotrimazole = P450.00 940. male customers population? HIV/AIDS Strategy: LEAD Project • Strengthening local support/local multi-sectoral response to HIV/AIDS • Strengthening HIV/AIDS information systems • Strengthening capacity to provide health services • Improving national/LGU financing of HIV/AIDS programs • Improving policies for delivery of HIV/AIDS/STI services Thank You! .00 Trichomoniasis: Metronidazole = P30.00* Non-GC: Azithromycin = P700.00 1420.00 Azithromycin 700.Vaginal Discharge Syndrome Cefixime complete Tx Drug Combination Urethral Discharge Syndrome Cefixime Ceftriaxone 360.00 per pack of 3 • For RCSWs – total registered at SHC • For FFSWs – population? • Other targets – MSMs.00 Drug Combination Option 1 Option 2 Option 3 Option 4 820.00 460.00 240.00 Total Ceftriaxone 360.00 1060.00 Condoms • P7.00 Azithro mycin 700.00 940.00 Metroni dazole* 30.00 1540. IDUs.00 Clotrim azole 450.00 GC: Ceftriaxone = P360.00 Total Complete Tx 240.00 Doxycy cline* 100.

Implementing the Governor’s CSR Vision .

com .com Organizational Set-Up & Features PHO and PPO: – Directly accountable to the Governor – Maintain provincial paid personnel up to the district level – Support and coordinate city/municipal paid health and population staff including community volunteers: • Health—Barangay Health Workers • Population—Barangay Service Point Officers pangasinan www.pangasinan.pangasinan.com Key Program Implementors FP Roles and Responsibilities KEY IMPLEMENTORS OF FAMILY PLANNING PROGRAM .pangasinan.IMPLEMENTING THE GOVERNOR’S CSR GOVERNOR’ VISION “Sustainable and Quality Family Planning Program in Pangasinan “ Luzviminda N.com PLANNED CSR IMPLEMENTATION PROCESS pangasinan www.pangasinan.com pangasinan www.com pangasinan www.pangasinan.pangasinan. Muego Provincial Population Officer pangasinan www.Provincial Health Office – Provincial Population Office PHO Clinic/hospital based FP services FP as public health policy: Clinic & hospital FP standards & protocols Oversee C/MLGU FP service delivery implementation in health facilities PPO Service Delivery Planning. Policy & Advocacy Management & Coordination Outreach support to FP services FP as PopMan policyintegration to LGU plans & programs Over-all coordination & management of population/FP programs pangasinan www.

WG pangasinan www.Getting Started Getting Started Governor and provincial officials made aware on the two major challenges of the population/FP programs: High unmet need for family planning Reduction of support for FP commodities Governor’s policy directive to reform some aspects of the population/FP program to prepare the province cope with the challenges Agreement on the CSR Initiative implementation sites.com Getting Started Multi-Sectoral and Participatory Approach to Implementation Supplies Coverage PHIC Commercial Sector Provincial CSR Management Team Established By An Executive Order Organized the CSR Implementing Teams According To Key Activities Designated PPO as Secretariat of the MultiSectoral CSR.com Getting Started Getting Started CSR Provincial Management Team Provincial CSR Management Team Established By An Executive Order Organized the CSR Implementing Teams According To Key Activities Designated PPO as Secretariat of the MultiSectoral CSR.com Mandate Executive/ Program Implementers LGU NGOs Advocacy Legislative Coordination pangasinan www.pangasinan.9 municipalities/city and another city outside of the ILHZ pangasinan www.pangasinan.com CSR Provincial Management Team Implementing Teams by Key Activities Reforms on operational barriers Planning and finance Advocacy and networking Local capacity building Strategies for FP unmet need pangasinan www.com Budget Office Resources .pangasinan.pangasinan.pangasinan.pangasinan. Adopted the Inter-Local Health Zone approach.WG pangasinan www.com pangasinan www.

pangasinan www.pangasinan.pangasinan.Getting the Work Done What is CSR? CSR Goal & Objectives pangasinan www.pangasinan. pangasinan www.com To promote LGU’s ability to sustain the provision of good quality and affordable FP services and commodities within the context of: – high unmet FP need – reduced donated commodity assistance.com .com The ability to forecast. finance.com Objectives Objectives Focus LGU resources on the poor and the marginalized sector Commit new/additional resources for contraceptive procurement Remove operational policy barriers to CSR pangasinan www.com CSR Processes: Goal Forecasting Collection & Fund Mgt Distribution & Service Delivery Resource Mobilization Procurement & Warehousing pangasinan www.pangasinan.com Promote private sector participation Reduce unmet need for family planning Sustain the local FP program pangasinan www.pangasinan. procure and deliver good-quality and reliable contraceptives to all men and women who need them…when they need them.pangasinan.

Strategies Enhance Information Generation and Use for Advocacy & Policy Analysis Strategies Capacity Building for Key Program Stakeholders in Intensify Awareness Raising Multi-level Advocacy on CSR and the New Policy Shifts Policy Dialogues on Operational Barriers and Policy Reforms Multi-sectoral.pangasinan. Info-based Policymaking pangasinan www.com Strategies Improve Policy Directions on CSR Processes Strategies Increased participation of the private sector in the CSR initiative Establish systems/tools for determining FP commodity requirements Allocate LGU funds for commodity procurement and mobilize resources to strengthen LGU capacity for CSR Procure commodities to fill commodity gap Establish cost recovery systems for non-poor clients pangasinan www.com . Participatory Strategic Planning and Budgeting pangasinan www.pangasinan.com Mapping of Public and Private Sector FP Facilities Establishing Public-Private Referral Systems Segmenting FP Market pangasinan www. Review Policy Directions Phases of CSR Initiative Implementation EO creating a multi-sectoral working CSR Working Committee (Prov & M/LGUs) Public & Private Sector Stakeholders Mobilized to Support CSR Awareness Raising and Policy Dialogues pangasinan www.com PHASE 1: Building commitment to undertake CSR initiative Feb 27 03.com Data Analysis for Policy Reforms and Development Advocacy and Networking Strategic Planning Participatory.pangasinan.pangasinan.pangasinan.pangasinan.com Indicative CSR Plans Information & Data Collection pangasinan www. MOU signed Budget Commitments.

pangasinan.pangasinan.com .pangasinan.com PHASE 3: Operationalization & Test-Run of Strategies Develop systems and structures to implement CSR processes Formulate necessary CSR policies and program guidelines Monitor and evaluate Provincial. Procurement and Distribution Prioritized the Poor pangasinan www. leadership & commitment Timing of reform is crucial Information empowers Multi-sectoral group works Non-health personnel as strong advocates Advocate. advocate. network. Approval of Plans and Allocation of Resources LGU Adopted Market Segmentation Budget Allocation for Contraceptives.com pangasinan www. C/MLGU and ILHZ Plans PHASE 3 Implementation of CSR Operational Plans LGU Funding for FP Commodities In-Place Lessons And Challenges pangasinan www. political will.pangasinan. C/MLGU and ILHZ Plans.com Lessons Challenges Foremost.com pangasinan www.PHASE 2: Drafting Favorable Policies & Plans CSR Advocacy Plans Finalized and Implemented by Multi-Sectoral Working CSR Working Committee PHASE 2 PHASE 2: Drafting Favorable Policies & Plans Identify Strategic Initiatives and Options Review of Policy Implications Drafting Favorable Policies and CSR Operational Plans Drafting Favorable Policies and CSR Operational Plans Develop Provincial.pangasinan. network. advocate! pangasinan www.com Reluctance and resistance to targeted FP services – Political sensitivity of targeted services and means testing – FP commodity “Free-for-all” mentality pangasinan www.pangasinan.

funding and systems in LGU service delivery structures Budget Allocation / Procurement Accreditation.pangasinan.pangasinan.pangasinan.com .pangasinan.Challenges Challenges Low private sector preparedness – Existing policy barriers to private sector participation – No accreditation criteria for private FP providers Low programmatic capacity of C/M LGU on CSR processes Limited LGU resources for competing needs Need for alternative FP financing source – PhilHealth LGU capitation funds – Expansion of FP benefits Low awareness and utilization of PhilHealth FP benefits & reimbursement guidelines pangasinan www.com Limited source of affordable FP commodity pangasinan www.com 2004 Provincial CSR Guidelines SES Survey 2005 2006 2007 2008 PANGASINAN CSR ROADMAP Household ranking for targeted FP service Interface CBFPMIS with SES Client classification. TB DOTS CSR & CSR ++ strat planning Market Segmentation for FP service Public-Private Sector FP Provider Mapping Forecasting Training Public-private referral scheme Cost-Recovery Model LGU FP financing pangasinan www.com Forecasting CSR Requirement NFP capacity building & support institutions pangasinan www.pangasinan. refinement of procurement system + + Vitamin A. Unmet Need Expected Outcomes Orientation & Planning workshops of all ILHZs on CSR ++ 2004 Institutionalized CSR plus policies.com 2005 2006 2007 2008 Policies & systems for the transition from donated to locally procured commodities in-place in the LGU service delivery structure FP market prepared for the participation of the private sector FP targeted services operational at the facility level LGU funding and CSR processes & systems institutionalized Pangasinan declared CSR PROVINCE …balbaleg ya pisasalamat mi tan masantos ya agew ed sicayon amin… amin… pangasinan www.

Workshop Templates .

WORKSHOP 1 Template 1 Identifying Strategic Options LGU: Program Area: Process: Options Potential impact on access to FP/TB/Vit A/ STD/HIV/AIDS services 5= Very High 4= High 3= Medium 2= Low 1= Very Low Complexity of establishing the structure/system Ease of decision to change existing policy (evidence of top-level commitment) 5= Highly manageable 4= Less Complicated 3= Complicated 2= Very Complicated 1= Highly Complicated Potential support Time required for change Resource requirements Total Points 5= Not complicated 4= Less Complicated 3= Complicated 2= Very Complicated 1= Highly Complicated 5= Very High 4= High 3= Medium 2= Low 1= Very Low 5= 1 month or less 4= 1 month < x < 1 Qtr 3= 1 Qtr < x < Half a Year 2= Half a Year < x < 3 Qtrs 1= 1 Year or more 5= Very Low 4= Low 3= Medium 2= High 1= Very High Highest Score=30 points=”most doable” Lowest Score=6 points = “least doable” Option 1 Option 2 Option 3 Option 4 .

However. The option which requires the least gets high points. This way. the option improves the service delivery as it allows greater access among target clients Complexity of establishing the structure/system – when the option needs several infrastructures (information or consensus building among stakeholders) set in place for it to be established. gets high points. The options having scores higher than 15 may be considered by the LGUs as more doable than those below 15. Since this may be one of the most critical indicators. gets higher points. the options should be able to obtain points commensurate to what is expected to contribute. The LGU should be able to differentiate a strategy which can serve as a stop gap measure versus a long term solution. the LGU should be able to distinguish the resources required by each option as careful as possible. Ease of decision to change existing policy (evidence of top-level commitment) – This applies to an option which requires policy action. optimizing existing resources is far more rational than allocating fresh funds. Are there existing policies that support the new policy to be set in place? If it does. in the final analysis the LGUs may include other deciding factors which will come into play with the six indicators. Moreover. Total Points – Lowest score is 6 and the highest score is 30. Resource requirements – Under limited LGU resources. popular or political. Potential support or opposition – Is this an option that will naturally gain many supporters than oppositors? The option that would have broader support base. Overall. The less complicated the steps or procedure to set-up the structure or system the more doable for the LGU and therefore gets the higher points. . options requiring more resources may not be as attractive as those demanding lesser fund allocations or human capital. then the option gets low points. Time required for change – An option that will take a long while to implement may not be strategic.Notes: Potential impact on access to FP/TB/Vit A/STD/HIV/AIDS – The option gets high points if it could facilitate better identification of target clients or expanded service coverage. especially when time is of the essence and the challenge prompts urgency. then legitimizing the new policy would be easier and thus.

WORKSHOP 1 Template 2 CSR+ STRATEGIC OPTIONS LGU: Program Area: CSR+ Process FORECASTING Options Selected Why? RESOURCE MOBILIZATION PROCUREMENT & WAREHOUSING DISTRIBUTION & SERVICE DELIVERY .

WORKSHOP 2 TEMPLATE Indicative Plan of Action to finalize CSR+ Strategic Options LGU: Program Area: Strategic Option/Activity Expected Outputs Target Date of Completion Budget Requirements Person(s) Responsible .

Sample Presentation .

Estimated resource requirements… Forecast for FP 2006 Amt (P) Estimated Total cost of contraceptives * Proposed portion to be funded by LGU 2007 % Amt (P) % Total financing “GAP” * Estimated amount after expected donations have been deducted . . .Valencia City Team Members: PROFILE Population (2005): Growth rate : class city Major income sources – Topography – We are proud of… We noted that… CPR TB Cure rate – Case Detection rate Vit A – We noted that we.

Recommended Options Distribution and Service Delivery Recommended Options Resource Mobilization Procurement HIGHLIGHTS OF OUR CSR ACTION PLAN Advocacy – Ordinances supporting FP. . pre-natal mothers and postpartum women” Our STRATEGIES… After carefully considering the various options available to the LGU. TB and Vitamin A programs – Allocation of funds for 2006 – Passage of policies/legislative measures/guidelines – MOA on consignment of commodities Summary of Policy Action Required Ordinances on financial suport for all LEAD focus programs Ordinances on collecting fees for commodities . we recommend the adoption of the following options: Our Strategies. .Estimated resource requirement for TB and Vitamin A… PROGRAM 2006 2007 Our Program Policy Directions Family Planning Program “Our LGU will only provide free goods and services only to the poor and charge the non-poor or refer to the private sector” TB Program TB-DOTS VITAMIN A “Provide free goods and services only to the poor and charge the nonpoor or refer to the private sector” Vitamin A Program “Provide free services and commodities for ALL sick children.

Lakbay-aral to Pangasinan or other sites for best practices Technical assistance . A commodities .CCF.Technical assistance and provision of available FP. TB & Vit.Mariestopes for BTL and NSV NGOs . SPPMPC Private sectors . . Philhealth .Technical & financial assistance . .Capitation fund Others . we hope to … • Ordinance allowing cost recovery scheme for commodities drafted and filed in council • Negotiations with private sector providers started By 2006-2007. Hinunangan Association of Belgium .IEC materials WE would like to request assistance in terms of . we hope to… • CSR task force has reviewed and recommended client classification tool to be adopted by LGU • Executive and legislative department has decided on which scenarios to undertake • Procurement of FP/NTP/Vit A commodities to fill in gap By the end of 2005.MILESTONES OF OUR PLAN… We intend to achieve the following in the next 30 days. we hope to… Amendment to tax ordinance approved Referral system with private sector approved WE would like to request assistance in terms of … Province .Hinunangan Circle of LEAD-MSH DOH-CHD POPCOM America. . . Within the next 30 days.

“SLOGAN” .

Annexes .

FACILITATOR’S TOOLBOX CSR+ Strategic Planning Workshop Manual November 2005 .

NOTE: Impress on the LGU that LEAD is providing initial assistance so subsequent workshop runs can be prime moved by the LGU. SIO and Host Team 1. participants/ invitees. possible workshop manpower team (resource persons. Note that some people can multi-task. Determine basic information such as: date. they can perform different roles in one Workshop. i. Coordinate and discuss with the respective LGUs regarding the conduct of the CSR+ Workshop. This may be a pool of experts shared between the SIO. Resource Persons. location.e.CSR+ Strategic Planning Workshop Manual ANNEX F1 DEFINITION OF ROLES AND TASK SCHEDULE The Workshop is planned and implemented by a number of people. specific assistance required from LEAD project. ROLE TASK DUTIES & RESPONSIBILITIES CONSIDERATIONS PREFERRED COMPETENCIES A. Pre-Workshop Overall Lead Coordinator Planning and implementation of the CSR+ workshop for the designated territories in consultation with the Policy Unit. The following definition of roles has been prepared to guide the Overall Program Manager in ensuring that the appropriate tasks are assigned to the appropriate people. co-facilitators. partner Familiarity with the workshop participants and workshop content Experience in organizing workshops Facilitation skills an advantage Access to target workshop participants Page 1 of 18 Annex F1 . Coordination with Head Facilitator. He/she should also ensure that the workload resulting from multi-tasking is reasonable in order to ensure that the quality of output does not suffer. host team(s). Co-Facilitators. 2. organize the workshop manpower team for the area: Head Facilitator. The Overall Program Coordinator should ensure that people assigned to perform a certain role (or roles) have the preferred competencies. LEAD Project Team.. Based on information derived from the LGU coordination meeting. facilitators. Events Organizer. Each person involved in the Workshop has a specific role.

Conduct proper screening of manpower based on the job description to ensure maximum performance of duties and responsibilities. equipment. etc. Convene a general coordination Annex F1 sub national government agencies and the LGU. travel and lodging for the workshop. venue. communications (invitations and confirmations). Proposal should include the following minimum necessary information : • Date & Location • Proposed Participants • Canvass of Options for workshop – manpower. The services of a SIO can be tapped primarily for all the manpower and logistics coordination requirements. 6. As CSR+ Workshops implemented under the LEAD for Health Project is supervised and monitored by the Policy Unit. workshop venue. submit a proposal to Policy Unit Director for approval. i. Resource Persons. and meals.e. meal and beverage. amenities. 7.CSR+ Strategic Planning Workshop Manual ROLE TASK DUTIES & RESPONSIBILITIES CONSIDERATIONS PREFERRED COMPETENCIES Event Organizer. Page 2 of 18 . secretariat support.. Manage closely the tasks of the Events Organizer on the all logistical requirements / arrangements. lodging. lodging. Execute the necessary contracts for hiring of manpower. venue. 3. 4. • Budget 5. materials and supplies.

Be ready to substitute for any role when the designated person suddenly is unable to perform the task. CoFacilitators. Post Workshop 1. 3. Collect the workshop report documentation and provide copies to persons concerned. monitor the quality control for both the workshop content and format and call the attention of the respective in-charge for any corrective action. B. Provide general troubleshooting assistance during the workshop should the need arise. 4. 2. . and Resource Persons at least one day before the workshop to discuss the workshop details specified in the respective job descriptions. Conduct evaluation procedures and process results for proper reporting to persons concerned C.CSR+ Strategic Planning Workshop Manual ROLE TASK DUTIES & RESPONSIBILITIES CONSIDERATIONS PREFERRED COMPETENCIES meeting with the Head Facilitator. During the workshop. Conduct follow-on activities including conduct of meetings with the Annex F1 Page 3 of 18 This can be done during the daily briefing/debriefing to be presided by the Head Facilitator. Actual Workshop 1. Make decisions on resource allocation necessary for the conduct of the workshop. 2. 5.

Head Facilitator Responsible for the overall coordination with the resource persons and cofacilitators for the presentations and breakout sessions during the workshop. logistical arrangements. 3.Conduct a general coordination meeting with the resource persons. and events organizer at least one day before the workshop to discuss and/or prepare the following aspects: • detailed briefing on the workshop schedule. profile of LGU teams and participants and other expected guests • readiness of presentation materials (PowerPoint). handouts. data requirements • instructions from resource • Facilitating experience in similar workshops • Public speaking communic ation skills • Familiarity with the workshop participants and workshop content Annex F1 Page 4 of 18 . Secure report form the Events Organizer regarding the logistical aspects of the workshop paying attention to highlights. Based on the above report. Supervises the CoFacilitators and coordinates with the Overall Lead A. The Head Facilitator shall also moderate the entire proceedings of the workshop to ensure continuity and smooth flow of program activities. Coordination with resource persons and co-facilitators 1.CSR+ Strategic Planning Workshop Manual ROLE TASK DUTIES & RESPONSIBILITIES CONSIDERATIONS PREFERRED COMPETENCIES respective LGUs for the provision of technical assistance. problems encountered and budgets incurred. forms. 4. prepare and submit a report on achievements & recommendations to the Policy Unit. Pre-Workshop . co-facilitators.

Actual Workshop – Check on the following at least one hour before the start of the workshop: • Physical arrangements (seating arrangement. compilation and submission to the Overall Lead Annex F1 Page 5 of 18 . resource persons and documenters assigned areas. sound system. 3.g. projector. backdrop. etc.CSR+ Strategic Planning Workshop Manual ROLE TASK DUTIES & RESPONSIBILITIES CONSIDERATIONS PREFERRED COMPETENCIES Coordinator person to the co-facilitators on the conduct of the workshop per module • discussion of technical supports 2. etc. lighting. breakout rooms.) • Technical supports are in place and functioning properly e. microphone. Post Workshop – check on the outputs submitted by cofacilitators to the documenter for proper reporting. • Presentation material is tested with the projector to avoid technical problems • Conduct daily briefing/debriefing to surface important leanings or adjustments necessary for the next Day.

which include presentation of the workshop objectives.CSR+ Strategic Planning Workshop Manual ROLE TASK DUTIES & RESPONSIBILITIES CONSIDERATIONS PREFERRED COMPETENCIES Coordinator. Provide cue to the resource person to be ready for his/ her turn to minimize waiting time between modules. 2. discussion of mechanics on how to conduct the workshop groups. the time reminder (cue cards) to the resource person to ensure compliance with the time slot in the program 3. Specific sessions can be handled by the head facilitator. summary at the end of the day and recap of session on the subsequent day. Using the workshop flow / program. as well as. Moderator of the Workshop Program 1. introduce the sessions and assigned persons for the indicated portions of the program and provide appropriate spiels to ensure audience interest in all the program activities. Monitor the workshop sessions of the co-facilitators and determine any assistance needed from the resource person in the discussion and make sure the workshops are kept on time Annex F1 Page 6 of 18 . B.

Get familiarized with resource person’s presentation materials (PowerPoint). The CoFacilitator is assigned to supervise two to three workshop groups simultaneously during the workshop. A.CSR+ Strategic Planning Workshop Manual ROLE TASK DUTIES & RESPONSIBILITIES 4. profile of LGU teams and participants and workshop templates to be completed by the LGU teams 2. data requirements and especially. the list of summary of options to be discussed with the LGU teams to be assisted 3. Pre-Workshop – Participate in the general coordination meeting with the resource persons. Receive instructions from the head facilitator on the conduct of the workshop per module 4. Check on availability of data requirements with the assigned workshop groups beforehand and report any problems to the head facilitator and/or resource persons for proper handling before the • • Facilitation experience in similar workshops • Public speaking communication skills • Familiarity with the workshop participants and workshop content Annex F1 Page 7 of 18 . Detailed briefing on the workshop schedule including assignment of workshop groups to handle. Synthesize the outputs of the co- CONSIDERATIONS PREFERRED COMPETENCIES facilitators for presentation to the workshop body and proper reporting by the documenter CoFacilitator Responsible for the general assistance to the Head Facilitator in the conduct of the workshop breakout sessions. Supervises the Workshop Breakout Groups and coordinates with Head Facilitator. forms. and events organizer at least one day before the workshop to discuss and/or prepare the following aspects: 1. handouts. head facilitator.

forms. Note any changes or additional instructions made by the resource persons to ensure its proper handling during the breakout sessions. 4. 2. Refer any questions/clarifications that need resource person’s feedback 7. templates) availability for each of the assigned workshop group.g. Check on the amenities (e. Ensure outputs are completed by active participation of all members of the LGU teams (facilitate group discussion by using Technology of Participation) 6. Actual Workshop 1. B. seating arrangements.CSR+ Strategic Planning Workshop Manual ROLE TASK DUTIES & RESPONSIBILITIES CONSIDERATIONS PREFERRED COMPETENCIES actual workshop. workshop materials. Submit outputs to documenter for proper reporting and submission to LGU teams and the head Annex F1 Page 8 of 18 . Note time allotments for workshops and additional instructions made by the Head facilitator in the conduct of breakout sessions 3. Handle questions/ clarifications during the breakout sessions and make sure that they are properly reported by the documenter 5.

Participate in the daily briefing/debriefing to be led by the Head Facilitator to surface any important leanings and adjustments necessary for the next day. profile of LGU teams /participants and other logistical arrangements 2. A. Resource Person Responsible for the delivery of specific sessions in the workshop based on the standard content and format contained in the Facilitator’s/ Resource Persons workshop manual. 2. Detailed briefing on the workshop schedule. C. Readiness of presentation • • • • Expertise and/ or familiarity with the topic assigned Public speaking communication skills Familiarity with the workshop participants Page 9 of 18 Annex F1 .CSR+ Strategic Planning Workshop Manual ROLE TASK DUTIES & RESPONSIBILITIES CONSIDERATIONS PREFERRED COMPETENCIES facilitator 8. 9. Post Workshop 1. Provide necessary follow-through instructions to the assigned workshop groups. Submit workshop groups outputs as planned/ required to the documenters and to the head facilitator for synthesis. Pre-Workshop – Participate in the general coordination meeting with the head facilitator and co-facilitators at least one day before the workshop to discuss and/or prepare the following aspects: 1. Review documentation of proceedings in the breakout sessions noting proper reporting of workshop outputs and discussion of participants to resolve issues.

stay put during the workshop slot to provide assistance to the cofacilitators should the need for clarification/ advice arise C. forms. Post Workshop – report any important observations/ recommendations to the Head Facilitator for the improvement of future workshops A. coordinate with the Head Facilitator to test presentation material and equipment 2. handouts. Discuss with the Overall Lead and workshop content Events Organizer Responsible for handling all logistical • • General Secretariat skills Page 10 of 18 Annex F1 . Instructions for co-facilitators on the technical aspects of managing the workshop sessions 4. Enumeration of technical supports needed. Pre-Workshop 1. Actual Workshop – Check on the following at least one hour before the start of the workshop: 1. 3. discuss it during this meeting so that proper preparations may be made before the actual workshop.CSR+ Strategic Planning Workshop Manual ROLE TASK DUTIES & RESPONSIBILITIES CONSIDERATIONS PREFERRED COMPETENCIES Coordinates with the Head Facilitator and assists the CoFacilitators during Workshops materials (PowerPoint). improvements in any of the materials and methodologies. data requirements. deviations. NOTE: should there be changes. B.

CSR+ Strategic Planning Workshop Manual

ROLE

TASK

DUTIES & RESPONSIBILITIES

CONSIDERATIONS

PREFERRED COMPETENCIES

requirements / arrangements, i.e., venue, equipment, workshop materials and supplies, communications, secretariat support, meal and beverage, amenities, travel and lodging for the workshop. Coordinates with the Overall Lead Coordinator and the Head Facilitator

Coordinator logistical requirements for the workshop being planned for: • Make sure there is sufficient lead time for the preparations required based on the readiness of the amenities available in the locale where the workshop will be held. • Secure basic details from the Overall Lead Coordinator: workshop date and location, number of participants, “special” requirements for logistics if any. This will serve as inputs for the canvassing of amenities. • Canvass the options (at least three) for the workshop venue, participants’ lodging facilities and meals. Include details regarding available workshop equipment/ gadgets, function room, seats, sound system, etc. Submit to the Overall Lead Coordinator for selection and approval. • Prepare rooming lists, bulletin of information or advisory for the participants. Coordinate with the Overall Lead Coordinator for the finalization, printing and distribution/ dissemination of this material.
Page 11 of 18

Annex F1

CSR+ Strategic Planning Workshop Manual

ROLE

TASK

DUTIES & RESPONSIBILITIES

CONSIDERATIONS

PREFERRED COMPETENCIES

Prepare in advance materials and equipments for the workshop e.g. Participants’ Manual (includes handout of presentations, Program of Activities, Advisory/ House Rules), Workshop kits (pens and writing pads), supplies, templates, additional handouts for breakout sessions, attendance/ registration sheets, petty cash, cassettes, diskettes/CDs, and equipments (cassette recorder, computers, printers, LCD) Be ready with materials and facilities (e.g. photocopying/risograph) for last minute printing during the workshop. Take charge of travel arrangements for the manpower of the workshop.

2. Participate in the general coordination meeting with the head facilitator, co-facilitators, and resource persons at least one day before the workshop to discuss and/or prepare the following aspects: • Detailed briefing on the workshop schedule, logistical arrangements, technical and
Annex F1 Page 12 of 18

CSR+ Strategic Planning Workshop Manual

ROLE

TASK

DUTIES & RESPONSIBILITIES

CONSIDERATIONS

PREFERRED COMPETENCIES

secretariat support Get familiarized with resource person’s presentation materials (PowerPoint), handouts, forms, data requirements and workshop templates Receive additional/final instructions from persons requiring technical and secretariat supports

B. Actual Workshop 5. Check on the readiness of amenities for all workshop participants as previously discussed (e.g. rooming arrangements, workshop seating arrangements, workshop kits and equipments) at least one hour before the actual workshop. 6. Monitor venue amenities – sound system, lighting, air-conditioning, backdrop, equipment/ gadgets, food/ meals for any seeming malfunction for speedy corrective action. 7. Provide general secretariat assistance during the workshop at the appropriate workstation e.g. signing of attendance/registration sheets, distribution of workshop kits and materials, coordination with hotel/ venue, communications with
Annex F1 Page 13 of 18

CSR+ Strategic Planning Workshop Manual

ROLE

TASK

DUTIES & RESPONSIBILITIES

CONSIDERATIONS

PREFERRED COMPETENCIES

external parties, typing and printing services 8. Monitor any changes or additional instructions made by the resource persons/ facilitators before and during the workshop to ensure its proper handling. 9. Provide administrative support in the breakout sessions including posting templates, distribution of handout and other workshop materials and collection of workshop outputs from the co-facilitator and submission to documenters for proper reporting. 10. Participate in the daily briefing/debriefing to be led by the Head Facilitator to surface any important leanings and adjustments necessary for the next day. C. Post Workshop 1. Settle all billings with the workshop venue. 2. Supervise clean-up of materials, packing and transmittal to designated office. 3. Monitor/collect evaluation forms and submit to overall lead Coordinator and Policy Unit Director for further processing/ discussion. Host Team
Annex F1

Responsible for the

A. Pre-Workshop
Page 14 of 18

CSR+ Strategic Planning Workshop Manual

ROLE

TASK

DUTIES & RESPONSIBILITIES

CONSIDERATIONS

PREFERRED COMPETENCIES

marshalling of participants for timely attendance, conduct of opening rites (prayer, introductions), presentation of the recap of prior day’s activities, leaning’s and agreements and conduct of energizer activities for the day. There will be one host team per day of the workshop. This kind of participation will help impress on the participants their ownership of this workshop activity Coordinates with Head Facilitator after being endorsed by the Overall Lead Coordinator

1. Overall lead Coordinator should assign the host teams per day of the workshop and give the contact information to the Head Facilitator and in turn the Co-Facilitator. 2. The Head facilitator should discuss with the Host Teams representative to determine what kind of energizers they are planning. Head facilitator should determine appropriateness and possible sensitivities of the proposed energizers. 3. Host team should take charge of emceeing its own energizer and preparing necessary props (and prizes of appropriate). For technical requirements not within their means, they may request assistance from the Events Organizer through the CoFacilitator. B. Actual Workshop 1. Host team should secure list of participants contact details (e.g. room assignments or cell phone numbers) so they can mobilize a phone brigade one hour before the start of the workshop. 2. Host Team should confer with the Head Facilitator for any important

• Prior experience in the duties of a host team enumerated above

Annex F1

Page 15 of 18

editing and Page 16 of 18 Annex F1 . editing and packaging of the workshop proceedings and outputs. CoFacilitators. Pre-Workshop – Conduct advance review workshop design. same should also participate in the general coordination meeting with the head facilitator and co-facilitators the at least one day before the workshop to discuss and/or prepare the following aspects: • • • • • College graduate Computer literate Good in English writing and composition Experience in organizing. Events A..g. PowerPoint) to ensure audience attention to the subject matter. It is important that this information is presented with visual aids (e. Documenter Responsible for the documentation. However. Host Team should prepare the opening and closing prayer for the day (as appropriate) and the presentation of the prior day’s synthesis of activities. processing. Coordinates with the Head Facilitator . 4. 3. The latter can be requested from the Head facilitator. Conduct the morning energizer and afternoon energizer at the agreed time slot.CSR+ Strategic Planning Workshop Manual ROLE TASK DUTIES & RESPONSIBILITIES CONSIDERATIONS PREFERRED COMPETENCIES pointers arrived at the briefing/debriefing from the prior day. organizing. As much as possible this should be limited to a maximum of 15 minutes so as not to derail the main topics of the workshop. confer and discuss with the Head Facilitator the focal points of the workshop that need greater attention or more emphasis in terms of documentation.

CSR+ Strategic Planning Workshop Manual ROLE TASK DUTIES & RESPONSIBILITIES CONSIDERATIONS PREFERRED COMPETENCIES Organizer 1. workshop (breakout sessions) mechanics. whenever necessary. Get familiarized with resource person’s presentation materials (PowerPoint). discussions on important issues and concerns related to the presentations in plenary sessions and open forum 3. and workshop templates B. conferences. training. technical and secretariat support 2. a one year experience in documenting proceedings and reports for workshops. forms. handouts. seminars and summits. agreements made and immediate next steps 4. This shall include: 1. and Ability to understand and fully comprehend major highlights. capture issues Page 17 of 18 . preferably health related events that have local and national government representative s as well as representative s from bilateral and multilateral organizations. Workshop outputs using the prescribed templates and any pertinent discussions to reach consensus 2. data requirements. include recording of the proceedings with a tape recorder and transcribe recorded sessions and Annex F1 • • packaging reports At the minimum. logistical arrangements. Detailed briefing on the workshop schedule including assignment of workshop groups to handle. Actual Workshop – Ensure that all necessary information are generated and documented from sessions/activities based on the expected outputs:.

2 working days after the activity/event b. Annex F1 Page 18 of 18 . Final Report – at least 2 working days AFTER the comments on the first t draft have been received and concerns raised in these events. Submit the complete documentation of the workshop outputs as described above following the schedule below. 1st draft .CSR+ Strategic Planning Workshop Manual ROLE TASK DUTIES & RESPONSIBILITIES CONSIDERATIONS PREFERRED COMPETENCIES discussions. a.at the latest. Post Workshop 1. C.

Recommended modification(s) to the CDLMIS. The CSR Technical Working Group (CSR-TWG) is responsible for continuing to develop plans. analyze. Defining market segmentation methodologies. consistent with the guidelines in this order.CSR+ Strategic Planning Workshop Manual ANNEX F2 ROLES OF DIFFERENT DOH OFFICES. and consolidate the distribution and consumption report submitted by the LGUs. systems. f. Provide technical assistance to LGUs with regards to distribution of contraceptives. Review and approve summary delivery reports to be sent to the different provinces and cities and provide CHDs with a copy of the approved summary delivery reports. d. Manage the distribution of commodities to the LGUs. Offices / Units at DOH Central Office 1. Annex F 2 Page 1 of 4 . Implementation to the CSR-TWG and to the Secretary of Health. the responsibilities of the different DOH officers. Enhancing PhilHealth and private sector participation. local government units. and c. Submit a copy of the consolidated LGU distribution and consumption report to the NCDPC. b. d. Provide technical assistance to CHDs/LGUs relative to the implementation of the contraceptive phasedown plan. Receive. e. and. Developing targeting approaches. LGUS AND PARTNERS IN CSR+ As provided for by AO 158. e. policies. Continue conducting periodic table / field monitoring in accordance to CDLMIS procedures. and guidelines to assist LGUs achieve contraceptive self – reliance. c. b. encode. c. and Strengthening cost-recovery and referral systems 2. evaluate and submit periodic reports on the progress of the contraceptive phase down. The Procurement and Logistic Service (PLS) is tasked to: a. Identifying appropriate FP service delivery schemes. and other partners relative to the contraceptive phase down plan as follows: A. consistent with the phase down plan. The National Center for Disease Prevention and Control – Family Health Office (NCDPC-FHO) is tasked to: a. This shall include: a. 3. Monitor. b.

Support CHDs and LGUs in the formulation of the contraceptive phase down plan and in the identification of technical inputs and packages to implement the plan. Monitor the FP and CSR strategy implementation in their respective regions. Assist the provincial/city governments formulate their own contraceptive distribution guidelines for the catchment cities and municipalities. and industrial clinics of the contraceptive phase down plan. 5. NGOs. and 6. Provide technical assistance in the expansion and improvement of FP services towards eliminating unmet needs. The Bureau of Food and Drugs (including National Policy Unit) is tasked to formulate essential drug policy to support contraceptive self-reliance strategy. 4. provincial. 3. cost-sharing schemes and referral. shall help LGUs achieve contraceptive security by proposing strategies to allocate resources for FP commodities in the local budget. Annex F 2 Page 2 of 4 . 5. Collect and conduct a preliminary analysis of the CDLMIS reports of the provinces and cities. Provide technical assistance in setting up systems for inter-LGU cooperation. The Health Policy Development and Planning Bureau (HPDPB). and b. Formulate and initiate campaigns to inform the LGUs. 7. The Centers for Health Development (CHDs) of the DOH and Regional ARMM shall: 1. 2. 6. The Bureau of International Health Cooperation (BIHC) is tasked to ensure that the concerned foreign funded projects shall provide financial and technical support in the implementation of the contraceptive phase down plan such as contraceptive management training for national. as the secretariat of the National Health Planning Committee (NHPC). The Bureau of Local Health Development (BLHD) is tasked to: a. city and municipal offices. B. Assist the provinces in informing the catchment cities and municipalities about the provincial contraceptive distribution guidelines. CHD.CSR+ Strategic Planning Workshop Manual 4.

of the LGU’s contraceptive distribution guidelines. Make available contraceptive for sale at cost recovery basis or at margins above cost. to undertake the following role and responsibilities: 1. Develop contraceptive distribution guidelines to cover their catchment cities. under this AO. D. Local Government Units (Provincial and City) and ARMM To ensure provision of direct family planning services in their respective areas. LGUs and ARMM are expected. Allocate budget to procure contraceptives for free distribution. are enjoined to formulate complementary policies in support of the CSR strategy in coordination with the TWG-CSR. specifically PhilHealth and POPCOM. 3. 6. 5. Agencies Attached to the DOH Agencies attached to the DOH. quarterly submission of CDLMIS reports to PLS copy furnished the CHD. and/or c. Continue with the quarterly distribution and inventory of the contraceptive stocks at the public health and NGO facilities. 2. Provide resources for the delivery of contraceptives to their catchment cities. Allow consigned supplies from social sources marketing or commercial sources to be made available to clients in LGU outlets.CSR+ Strategic Planning Workshop Manual C. and devolved health facilities. Annex F 2 Page 3 of 4 . and devolved health facilities. 4. municipalities. Ensure the prompt. b. and 7. municipalities. Undertake measures to guarantee local availability of contraceptive to include any or all of the following: a. municipalities and devolved health facilities. Consolidate the CDLMIS reports. Conduct campaigns to inform their catchment cities.

MSH LEAD Annex F 2 Page 4 of 4 . the following stakeholders have specific roles: STAKEHOLDER LGU (Provincial) ROLE Invocation Opening Remarks Closing Remarks (Also assists in / handles some of logistical arrangements) Technical assistance including CSR+ workshop (meals.CSR+ Strategic Planning Workshop Manual During the CSR+ Workshop. workshop delivery and venue) REMARKS Give guidelines re time limit and focus on CSR+.

g. Chamber of Commerce. SP on Health 8. 1. These positions were chosen based on their role in ensuring the successful planning and implementation of CSR+ initiatives. FP. DOH-CHD/Program Coordinators – TB. Provincial Population Officer/Popcom 6.CSR+ Strategic Planning Workshop Manual ANNEX F3 TARGET LIST OF PARTICIPANTS Following is the list of target participants for the CSR+ Strategic Planning Workshop. Provincial Director of DILG 16. Provincial Budget Officer/Treasurer 4. HIV/AIDS. SP on Finance or Ways & Means 5. Provincial Planning and Development Officer/ Provincial Administrator 3. Governor’s Representative 7. Organized Private Sector and/or Local Health Board 15. Advocacy Teams/Networks Annex F3 Page 1 of 1 . Regional PHIC Representative 11. 9. District Hospital Representative 14. Provincial Health Officer 2. 1 to 7 as indicated above. Regional POPCOM Representative 12. Municipal LGU counterparts of Nos. Private Sector Groups (e. MCH (Vitamin A) 10. Provincial Hospital Representative 13.

i. The list of data requirements should be given to the LGUs during the Workshop Planning portion in order for the LGUs to have time to prepare / obtain the information. Vitamin A capsules. statistics specific to the participant LGUs. SESSION Update on LGU Initiatives/ Interventions after Assessment and Planning Workshop Forecasting DATA REQUIREMENTS A and P Workshop Documentation and updates on interventions. OR LGU health sector interventions Population of locality (2004/2005) Population growth rate (2004/2005) No of users per FP method (from CBMIS or FHIS) Cost of FP commodities in the locality (pills. injectables. Coordination with specific Resource Persons is also necessary. antibiotics) REMARKS STATUS (Y/N) Annex F4 Page 1 of 3 . A Remarks Column has been provided in case some notations need to be made.CSR+ Strategic Planning Workshop Manual ANNEX F4 DATA REQUIREMENTS There are specific sessions in the Workshop that requires the availability of local data.e. indicate whether or not the activity has been completed by writing YES or NO. This is primarily the responsibility of the Events Organizer as supervised by the Overall Program Coordinator. In the Status Column.. anti-TB drugs (FDC/ SDF).

specifically those dealing with commodities (if any) Presence / absence of an Inter Local Health Zone and their procurement related activities or inclinations. Current / past challenges experienced by the LGUs regarding procurement and warehousing of commodities. % of expenses on health It is ideal for the participants to know the following: Existing procurement and warehousing practices in the LGUs. Presence of community-based drug outlets (e. Botika ng Barangay. private clinics /hospitals or NGOs) Page 2 of 3 Annex F4 .g. 2004 delivery reports of pills. supply) Ratio of public health workers to client.CSR+ Strategic Planning Workshop Manual Financing / Resource Mobilization Procurement and Warehousing 2003. inventory of private service providers (Supply Analysis) Available FP services offered by private sector (private physicians. Income and Expense Data for previous year. Health Plus outlets) Distribution and Service Delivery Population (CBMIS or FHIS) MWRA (CBMIS or FHIS) CPR (CBMIS or FHIS) Commodity Mix (CBMIS or FHIS) Forecasted Commodity Requirements (GAP analysis on demand for commodities vs. injectables and other donated commodities from USAID and other donor agencies.

000 i.u.000 i. lactating and post-partum women Unit cost of Vit A capsules in the locality (100. 200. and 3 cases last year Cost of TB drugs in the locality (SDF/ FDC) Detection Rate (2005 targets & 2003/2004 accomplishments) Cure Rate (2005 targets & 2003/2004 accomplishments) Population of children 6-11 and 12-71 months old. .u.CSR+ Strategic Planning Workshop Manual SESSION TB DOTS DATA REQUIREMENTS Total Category 1. 2.) % coverage (sick children and post partum/ lactating women (targets & accomplishments) Prevalence rate Population of high risk groups Unit cost of antibiotics REMARKS STATUS (Y/N) Vitamin A Supplementation STD/ HIV/ AIDS Annex F4 Page 3 of 3 .

This will be faster for trafficking the participants between input and output sessions. A Remarks Column has been provided in case some notations need to be made. plenary hall. indicate whether or not the activity has been completed by writing YES or NO.CSR+ Strategic Planning Manual ANNEX F5 VENUE CHECKLIST In the Status Column. it is best to also use one big room where both plenary and breakout sessions for workshops per CSR element can be accommodated. ITEM Can the venue accommodate the number of expected participants and workshop staff? Does the venue have the required room configuration/s (e.g. break-out rooms) be organized / arranged to comfortably accommodate workshop’s requirements? Does the venue come with the necessary equipment? Equipments Checklist Annex F5 Page 1 of 2 .. Can the rooms (plenary hall. break out rooms) for the session? INFORMATION REQUIREMENTS REMARKS YES / NO • Number of participants • Number of workshop cast Number of LGUs (for the break out sessions) During input workshops.

It is ideal that the food also be provided by the venue.CSR+ Strategic Planning Manual ITEM Does venue present an appropriate environment for workshop? INFORMATION REQUIREMENTS REMARKS YES / NO • • • Is air conditioning ok? Does venue have standby generator in case of brown out? Does Venue have wide walls for posting templates? Are there sufficient power outlets to support equipment that will be used during the workshop? Can the food be ordered from the venue? Is the venue accessible to the living quarters of the participants? Can extension cords be provided? To minimize coordination efforts. Annex F5 Page 2 of 2 .

PC / Laptop with UPS QUANTITY 1 for presentor 1 for each LGU team WHEN NEEDED • Entire session REMARKS • For use by Presenters (Resource Persons) • For documenters (running documentation & workshop output preparation) • For use during Forecasting exercise (consider number of participants) o If computers are not available. indicate whether or not the activity has been completed by writing YES or NO.CSR+ Strategic Planning Manual ANNEX F6 EQUIPMENT CHECKLIST This checklist also includes furniture and other fixtures that are needed for the workshop. In the Status Column. STATUS (Y/N) Annex F6 Page 1 of 2 . ask participants to bring calculators for the forecasting exercise. EQUIPMENT. ETC. A Remarks Column has been provided in case some notations need to be made.

Or overhead projector. • For Resource Person / Facilitator (one) • For plenary (two) STATUS (Y/N) Multi-media / LCD projector Extension cords Microphones 1 unit Est 4 1 for facilitator 1 for resource speaker • Entire session • Entire session • Entire session Sound system Easel (for flipchart) Philippine Flag with stand White board Camera 3 for plenary 1 • Entire session 1 1 1 for each LGU team • Entire session • Opening session • Entire session Optional Should include CD / tape of National Anthem (Opening Session) Or walls where easel sheets / manila paper can be posted When possible. for documentation. the Powerpoint® slides need to be printed (or transferred) into transparencies Number of computers that will be used. including those brought by Resource Persons. in such case. ETC. Annex F6 Page 2 of 2 .CSR+ Strategic Planning Manual EQUIPMENT. Printer QUANTITY 1 for each LGU team WHEN NEEDED • Entire session • REMARKS Ensure compatibility with PC / Laptop • Or bring the CD Installer • For prompt printing of Workshop Outputs and for review of LGU teams and facilitators.

A Remarks Column has been provided in case some notations need to be made. of participants No.CSR+ Strategic Planning Manual ANNEX F7 SUPPLIES REQUIREMENT In the Status Column. SUPPLIES Participant’s Manual Name Card QUANTITY No. of participants No of participants One per Day One per Day plus Total Workshop No of participants WHEN NEEDED Upon registration of participants Upon registration of participants REMARKS STATUS (Y/N) Ideally the size and the type of font on the Name Card should be big enough and can be clearly read by the Facilitator / Resource Person Pen / Pencil Attendance Sheets Assessment Sheets Certificates Upon registration of participants At the beginning of each day At the end of the day / workshop Last day of workshop Ensure participants’ names are correctly spelled With logo of appropriate offices Signed by appropriate signatories Annex F7 Page 1 of 2 . indicate whether or not the activity has been completed by writing YES or NO.

do .CSR+ Strategic Planning Manual SUPPLIES First Aid Kit Whiteboard markers Permanent markers Manila paper / easel sheets Title Cards Idea cards Colored Paper Masking tape Facilitator’s Manual & Resource Person’s Kit CSR+ WS CD copy (which contains presentation materials . WS templates and Forecasting sheets) QUANTITY WHEN NEEDED Throughout workshop .do .do .do - REMARKS STATUS (Y/N) 2 times the number of resource person’s invited Manuals should be returned to the organizers after the end of the workshop CD should be returned to the organizers after the end of the workshop .do .do .do .do - Annex F7 Page 2 of 2 .do .

8) He/she was generally competent and effective in his/her role. 12) The objectives of the session were met. 6) His/her style is appropriate for the workshop 7) He/she has effective presentation skills. 9) He/she should CONTINUE to … • • • 10) He/she should STOP to … • • • Resource Person 2 :__________________________ (Pls. Be totally frank. please put a check mark ( ) to indicate your response. indicate name) 11) The objectives of the session were clear. 4) He/she showed mastery of the subject matter. using a scale of 1 (Strongly Disagree) to 5 (Strongly Agree). End Day Assessment Page 1 of 3 . 2) The objectives of the session were met. or you do not have the information needed to make a response. choose the “No Opinion” option.CSR+ Strategic Planning Workshop CSR+ STRATEGIC PLANNING WORKSHOP END DAY ASSESSMENT FORM Please complete the questionnaire below. 14) He/she showed mastery of the subject matter. 13) The learning methodology/s used was/were appropriate. 15) He/she explained clearly and to the point. we are interested in your opinion – whether it is positive or negative. b) If the statement does not apply. This will help us improve our activities. We shall take your feedback into account to improve future sessions. indicate name) 1) The objectives of the session were clear. c) Give only one rating to each statement. 3) The learning methodology/s used were appropriate. LGU : __________________ Venue : __________________ Day : __________________ Instructions: a) For each question. 5) He/she explained clearly and to the point. STRONGLY DISAGREE (1) STRONGLY AGREE (5) NO OPINION (2) (3) (4) PART 1: RESOURCE PERSONS Resource Person 1 :__________________________ (Pls.

24) He/she showed mastery of the subject matter. 25) He/she explained clearly and to the point. End Day Assessment Page 2 of 3 . 26) His/her style is appropriate for the workshop 27) He/she has effective presentation skills. 22) The objectives of the session were met. indicate name) 31) The objectives of the session were clear. 35) He/she explained clearly and to the point. 28) He/she was generally competent and effective in his/her role. indicate name) 21) The objectives of the session were clear. 23) The learning methodology/s used were appropriate. 34) He/she showed mastery of the subject matter. 29) He/she should CONTINUE to … • • • 30) He/she should STOP to … • • • Resource Person 4 :__________________________ (Pls. 32) The objectives of the session were met. 18) He/she was generally competent and effective in his/her role.CSR+ Strategic Planning Workshop STRONGLY DISAGREE (1) 16) His/her style is appropriate for the workshop 17) He/she has effective presentation skills. 33) The learning methodology/s used were appropriate. 19) He/she should CONTINUE to … • • • 20) He/she should STOP to … • • • (2) (3) (4) STRONGLY AGREE (5) NO OPINION Resource Person 3 :__________________________ (Pls. 36) His/her style is appropriate for the workshop 37) He/she has effective presentation skills. 38) He/she was generally competent and effective in his/her role.

46) His/her style is appropriate for the workshop 47) He/she has effective presentation skills. 49) He/she should CONTINUE to … • • • 50) He/she should STOP to … • • • 51) What should the organizers CONTINUE to do to improve next session? • • • • 52) What should the organizers STOP to do to improve next session? • • • • End Day Assessment Page 3 of 3 .CSR+ Strategic Planning Workshop STRONGLY DISAGREE (1) 39) He/she should CONTINUE to … • • • 40) He/she should STOP to … • • • (2) (3) (4) STRONGLY AGREE (5) NO OPINION Resource Person 5 :__________________________ (Pls. 44) He/she showed mastery of the subject matter. 43) The learning methodology/s used were appropriate. 42) The objectives of the session were met. 48) He/she was generally competent and effective in his/her role. 45) He/she explained clearly and to the point. indicate name) 41) The objectives of the session were clear.

The workshop’s objectives were achieved. 9) He/she was generally competent and effective in his/her role. b) If the statement does not apply. indicate name) 4) His/her style is appropriate for the workshop 5) He/she introduced Resource Persons well. Given the objectives. please put a check mark ( ) to indicate your response.CSR+ Strategic Planning Workshop CSR+ STRATEGIC PLANNING WORKSHOP ASSESSMENT FORM Please complete the questionnaire below. choose the “No Opinion” option. contents & methods of the workshop. This will help us improve our activities. or you do not have the information needed to make a response. We shall take your feedback into account to improve future sessions. STRONGLY AGREE (5) NO OPINION (2) (3) (4) PART 1: WORKSHOP OBJECTIVES AND CONTENT PART 2: FACILITATORS HEAD FACILITATOR :__________________________ (Pls. 8) He/she handled workshop activities well. Be totally frank. the workshop’s contents were appropriate. 6) He/she handled the transition between topics well. using a scale of 1 (Strongly Disagree) to 5 (Strongly Agree). 10) He/she should CONTINUE to … • • • 11) He/she should STOP to … • • • Program Assessment Page 1 of 2 . c) Give only one rating to each statement. 7) He/she ensured that the participants’ concerns/ questions were addressed. LGU : __________________ Venue : __________________ Date : __________________ Instructions: a) For each question. STRONGLY DISAGREE (1) 1) 2) 3) I was clear about the overall objectives. we are interested in your opinion – whether it is positive or negative.

15) He/she handled workshop activities well. PART 5: ORGANIZATION 23) The workshop was well-organized. 26) I will apply what I have learned. PART 6: SATISFACTION AND RELEVANCE 25) I am satisfied with the quality of the workshop. • • • Program Assessment Page 2 of 2 . 16) He/she should CONTINUE to … • • • 17) He/she should STOP to … • • • PART 3: GROUP OF PARTICIPANTS 18) My co participants contributed to my learning. 22) The meals/snacks served were good. 19) The number of participants was too many.CSR+ Strategic Planning Workshop STRONGLY DISAGREE (1) (2) (3) (4) STRONGLY AGREE (5) NO OPINION CO-FACILITATOR:__________________________ (Pls. 13) He/she ensured that the participants’ concerns/ questions were addressed. PART 7: PARTICIPANT’S COMMENTS 28) What organizers should CONTINUE doing: • • • 29) What organizers should STOP doing: • • • PART 8: ACTION PLAN 30) What I will START doing to implement what I learned from this workshop. 24) The secretariat was efficient. 14) He/she was generally competent and effective in his/her role. indicate name) 12) He/she handled workshop activities well. 27) My office/agency will benefit from my participation in this workshop. PART 4: TRAINING MATERIALS 20) The materials used during the training were appropriate PART 5: VENUE AND FOOD 21) The training venue was conducive to learning.

Appropriateness of (delivery) style Effectiveness of presentation skills General competence & effectiveness as resource person Others 1 Others 2 Others 3 Session: ______________________ DELTA (Areas for Improvement) PLUS (Strengths) Resource Person: ______________________ Stating session objectives Meeting session objectives Appropriateness of methodology Mastery of the subject matter Clarity & conciseness of explanations.Resource Person: ______________________ Stating session objectives Meeting session objectives Appropriateness of methodology Mastery of the subject matter Clarity & conciseness of explanations. Appropriateness of (delivery) style Effectiveness of presentation skills General competence & effectiveness as resource person Others 1 Others 2 Others 3 Session: ______________________ DELTA (Areas for Improvement) PLUS (Strengths) .

You're Reading a Free Preview

Download
scribd
/*********** DO NOT ALTER ANYTHING BELOW THIS LINE ! ************/ var s_code=s.t();if(s_code)document.write(s_code)//-->