Professional Documents
Culture Documents
Planning
Dr.A.S.M.Fouzad (MBBS, Cert in OHS, MSc(Comm Med), MBA)
Environmental Occupational Health & Food Safety Unit
RDHS Kalmunai
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3 Outline of presentation
1. Planning –definition, Types, Steps in planning, principles,
2. M&E – Purpose, difference between M&E, Indicators
3. Role of NGOs, INGOs, UN Agencies in health
4 What is planning?
• Planning is the process of bridging the gap between current
status and desired future status.
• Process of setting goals, objectives, developing strategies and
outlining tasks and schedules in order to achieve organizational
goals
• In a very simple term, planning is a process of deciding “what
to do, how to do, when to do and where to do”.
5 Features of good plan
1. Comprehensiveness –it would cover all relevant areas in the
maximum feasible way.
2. Efficiency-it would ensure optimal utilization of resources.
3. Effectiveness-the outputs of the plan would meet the objectives.
4. Informative - the plan is detailed and easy to understand and carry
all relevant information
5. Logical - the plan is consistent and has rational relationships of
process or events in which one stage would facilitate the other event.
6. Transparent - the objectives of a plan is clearly stated and there are
no hidden surprises.
7. Accountability- being answerable
Types of plans
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1. Based on time frame
Short term (1-2 years)- These are, basically detailed action plans.
Medium term (3-5 years)-These plans do not detail implementation to
a degree of short term plan. But they are, summaries of activities to be
done. They can be called medium term strategic plans.
Long term (5-10 years)-These are more towards strategies to be
implemented.
Planning for extensive periods of time is proven to fail as the changes
of environment cannot before seen for longer periods of time
7 2. Based on the time frame and the level
Strategic plan (strategy = the approach / to determine the direction)-
5-10yrs,developed by top level management, focused on entire
organization and frame work for lower level management.
Tactical plans (3-5yrs, model/blueprint for strategic plan. Some scope
to modify demands. Recognize new needs and obtain new resources,
narrow scope, done by middle level management.
operational plan/ action plan (planning of the activities /
microplanning)-needs are defined by present trends. Uses currently
available resources, support tactical plan, can be single plan/ ongoing
plan. Done by front line management.
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3. Scope (level)-based on hierarchy of goals
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• A problem is a difficulty or an obstacle seen to exist between a present situation and a
desired future objective
• A problem is a perceived gap between what it is and what it should be.
• The planners should identify the problem by the means of problem statement.
The problem statement may answer the Following questions.
What is the problem?
Where is the problem?
When did the problem occur?
What is the duration?
Who face the problem?
Why did this problem occur?
Analysis of the problem
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Analyze the relationship between the selected problem and its
contributory factors (Causes)
Consider the consequences due to the existence of the problem
(Effects).
Tools used in problem analysis are
Problem Tree method
Fish bone technique/ Ishikawa diagram
Problem prioritization
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In situation analysis, you would be ended up in a plethora of
problems. But due to limited availability of resources, the problem
have to be prioritized.
80: 20 rule
Urgent and important model
Nominal Group Technique
Modified Delphi Technique
Focus Group Discussions (FGD)
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24 Problem tree analysis
Provides an overview
of all the known causes
and effects to an
identified problem
Provides a guide as to
the complexity of a
problem by identifying
the multiple causes
Problem tree analysis
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26 Fishbone analysis
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M&E will be part of planning and No plan is complete without it.
M&E are two separate, but interrelated strategies to collect data and report the findings
on how well (or not) the programme is performing.
M&E is done by different stakeholders which includes following:
-Government officials/Health authorities
-Those who plan and implement the program
-Civil society (Citizens, NGOs, Media, Private Sector etc.)
-Donors (those who provide funds)
M&E are two essential processes in assessing progress of any health programme.
Monitoring
39 Monitoring is the continuous tracking of programme performance. It is an
ongoing activity of collection and analysis of information to assess the progress
of our programme. Monitoring can be done in several ways as:
Tracking inputs (what resources are used for the programme)
e.g. How much funds being utilized (out of allocated), How much drugs
distributed to peripheral hospitals
Tracking activities (what actually took place)
e.g. How much training programmes being conducted (out of planned)
Tracking outputs (the products or services delivered in the programme)
e.g. How many health workers trained during a programme.
Evaluation is a "measures the degree to which objectives and targets are fulfilled
40 and the quality of the results obtained”.
Evaluation is the process of determining the extent to which objectives are met
and this is usually done at the end of the programme.
The purpose of evaluation is to assess the achievement of the stated objectives of
a programme, its adequacy, its efficiency and its acceptance by all parties
involved. While monitoring is confined to day-to-day or ongoing operations,
evaluation is mostly concerned with the final outcome and with factors
associated with it.
It measures the productivity of available resources in achieving clearly defined
objectives. It measures how much output or cost-effectiveness is achieved.
It makes possible the reallocation of priorities and of resources on the basis of
changing health needs"
Outline the process of monitoring the plan implementation
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select indicators
recording and reporting
analysis and assessment
dissemination and action
responsibility
Outline the process of evaluation
when, how, by whom
identify difficulties likely to be faced in the plan implementation
identify the key supports required
discuss the main assumptions and risks
Evaluation
42 Evaluation is the process of determining the extent to which
objectives are met.
This is usually done at the end of a programme. However this may be
done in the midway of the programme (mid term evaluation).
Evaluation is a one step process and can be done in several ways.
This depends on objective of evaluation.
Evaluation involve three things- done after intervention
complete/partial, measuring how well we did against the plan and
research.
There are two main approaches.
1. Process-Based Evaluation
Are geared to fully understanding how a program works - how does it produce that
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results that it does.
These evaluations are useful if programmes are long-standing and have changed
over the years. In Process based evaluation, following questions should be answered.
On what basis do customers (patients or public) decide that products or services are
needed?
What is required of employees (health workers) in order to deliver services and how
they are trained?
How do customers access into the programme and what they really required?
What is the general process of conducting the programme?
What do customers and employees consider strengths and weaknesses (complaints)
of the programme?
What customers and employees recommend to improve and whether they think the
programme is no longer needed?
2. Outcomes-Based Evaluation
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It is important in determining whether the program actually delivered
the intended outcome. In outcome evaluation following steps should
be carried out.
Identify the major outcomes that you want to evaluate. Prioritize
outcomes and select 2-3 most important outcomes.
For each outcome set an observable indicator. Then set targets (where
were we at the beginning of the program and intended level of
achievement in the end)
Identify what information is needed to assess indicators and sources
of information.
45 Key M&E questions
Was the program implemented as planned
Did target population benefit from the program?
At what cost?
Are improved health outcomes caused by program efforts/
services?
Which program activities were more(or less) important /
effective?
Can we do better?
Purposes of M&E
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1. To assess the effectiveness and impact of programs, projects, or
policies.
2. To identify strengths and weaknesses of initiatives and make
improvements.
3. To provide accountability and transparency to stakeholders, funders,
and beneficiaries.
4. To inform decision-making and resource allocation.
5. To measure progress towards set goals and objectives.
6. To learn from experiences and make evidence-based decisions for
future initiatives.
7. To comply with reporting requirements of donors, organizations, or
governments.
8. To document and communicate achievements and lessons learned.
Monitoring Evaluation
47 Continuous- assessment by programme Periodic- Internal and external analysis
managers (done by internal) (done by external and internal parties)
Keeps track, oversight, analyse and In-depth analysis, compares planned with
document progress (changes in program) actual achievements (achievements
assessed)
Focuses on implementation of input, Focuses on efficiency, effectiveness,
process and outputs ,continued relevance overall relevance, impact and sustainability
Answers what activities implemented and Answers why and how results achieved
results achieved
Alerts managers to problems and provide Provide management with strategy and
options for corrective actions policy options
Thanks