CDP Step 1: Organize and

Mobilize the Planning Team

 THE ENHANCED CDP CYCLE
Step 1 Organizing &
Mobilizing the
Planning Team 3
Determining
Vision-Reality Gap

1 2 4
Setting/Revisiting Determining Generating New
the Vision Current Reality Information
Year 6

5
Extracting
13 Intelligence
Plan Monitoring and
Evaluation
Yearly 6
12 Determining Policy
Year 1 Option
14 Implementing the Plan
Adjusting
The LDIP 7
accordingly 11 Setting Goals and
Budgeting Objectives

10 9 8
Approving and
Investment Programming Structuring Solutions
Legitimizing the Plan
• Select members of the planning team.
• Prepare the Executive Order.
• Orient the members of the Planning
team on their roles and responsibilities.
• Prepare and adopt a work and financial
plan for the updating of the CDP.
ROLES OF C/MPDC:
• Identify members of the core
planning team based on the five
development sectors.
• Orient the members of the planning
team on their responsibilities.
• Prepare the Executive Order and
Work Plan for the approval of the
LCE.
ROLES OF C/MLGOO:
• Assist the C/MPDC in the
identification of the members of
the core planning team.
• Assist the C/MPDC in the
orientation of the Planning team.
• Facilitate the preparation and
approval of executive order
 CDP Step 1: Organize and Mobilize the Planning
Team
• The composition of the planning team will dictate the inclusiveness,
comprehensiveness, and ownership of the CDP
• The planning team may be drawn from sectoral committees and
organized as functional committee for the duration of the CDP
formulation
• It is not necessary for LGU Department Heads to be members of the
planning team
• It is very important that the commitment of every member of the planning
team is ensured thru an Executive Order with corresponding workplan
 CDP Step 1: Organize and Mobilize the Planning
Team

What is the minimum composition of the planning team?

• Local Chief Executive or Mayor as the Chairperson and the Vice – Mayor as Co
Chairperson
• Local Planning Development Coordinator (LPDC) or a permanent representative from
the Local Planning Development Office (LPDO)
• Department Heads and/or their permanent alternates
• Sanggunian Committee Chairpersons of major sectors and/or their permanent
alternates
• Representatives of the majority and minority blocs of the Sanggunian
• Representatives of the private sector and civil society organizations (CSOs) who may
not necessarily be accredited members of the LDC
 CDP Step 1: Organize and Mobilize the Planning
Team
What are the factors to consider in selecting planning team members?
• Equitable representation
• Gender sensitivity
• Commitment and sustainability of participation

Who will set directions for the planning team?

The LDC shall set the course for the planning team. The LCE as chair of the
LDC necessarily takes the lead and guide the plan formulation effort. He/she
may however, designate a focal person, like the LPDC, to act like an operations
or executive officer who can take charge of the team’s day-to-day operations
until the plan is completed and approved by the Sanggunian.
 CDP Step 1: Organize and Mobilize the Planning
Team
Role and Functions of the Chair/Co-Chair
1. Set and clarify directions for planning, setting development
thrusts, strategy formulation, and PPAs
2. Approve the work plan and budget
3. Designate members of the planning team
4. Monitor the conduct of team activities
5. Ensure adherence to the work plan
 CDP Step 1: Organize and Mobilize the Planning
Team
Role and Functions of the other Planning Team Members
1. Prepare work plan and budget of their respective sectoral committees
2. Gather and review available plans and other secondary data
3. Plan, coordinate and facilitate the conduct of multi-stakeholder workshops
4. Assist LCE in public hearings
5. Assist LCE and the LDC in drafting and finalizing the CDP, LDIP,AIP and ELA
6. Draft, Package and finalize the CDP
7. Prepare presentation materials for various audiences of the CDP;
8. Assist the LCE in the presentation of the Plan to various stakeholders;
9. Assist in organizing other planning sub-committees that may be required to carry out other planning
activities such as communicating/popularizing the Plan, mobilizing resources, monitoring and evaluation;
and
10. Perform such other functions as may be required by the LCE towards the completion,adoption,
popularizing, implementing and monitoring the CDP.
 CDP Step 1: Organize and Mobilize the Planning
Team
Role and Functions of the Sanggunian
1. Issue a resolution supporting the planning process;
2. Review and approve the CDP;
3. Identify and enact legislative measures to support and facilitate the implementation of the plan.
4. Review, prioritize and approve budget allocation for plan-based PPAs.

Their involvement in the CDP will also result in the following benefits:
5. Firmer grasp of local development thrusts and priorities;
6. Better understanding of their role in steering the LGU into realizing its vision through appropriate
legislative actions;
7. Harmonization of executive and legislative actions towards a unified set of goals and objectives for
the LGU; and
8. Attainment of a shared responsibility and accountability for the CDP.
 CDP Step 1: Organize and Mobilize the Planning
Team
Role and Functions of the Sanggunian
1. bridge information gaps during plan preparation;
2. serve as monitors for CDP implementation and provide LGU decision – makers
unfiltered information;
3. assist the LGU efforts in communicating and disseminating information on the
CDP;
4. rally support for CDP implementation especially on programs which are heavily
dependent on citizen participation and cooperation;
5. augment the various resources and expertise required in CDP preparation/
revision and implementation; and
6. link the CDP implementation with various resource organizations
 CDP Step 1: Organize and Mobilize the Planning
Team
Preparation of the Harmonized Workplan (CDP Form 1b)
I. Pre-Plan Formulation Phase
1. Mobilization
2. Preliminary Assessment
II. Plan Formulation Proper
1. Orientation, Organization, and Tasking
2. Seminar-Workshop on Characterization and Analysis (Conduct of thematic/sectoral assessments e.g. LDIS, CDRA)
3. Seminar-Workshop on CLUP
4. Seminar-Workshop on CDP
5. Seminar-Workshop on Implementing Tools
6. Finalization of Draft Plan and Implementing Tools
7. Plan Adoption and Approval
8. Monitoring and Evaluation
 Synchronized Local
Planning and Budgeting
Calendar (2016)
 Year/Month NG Oversight Agencies’ Activities
Guidelines, Manuals, Tools,
Systems

Year 1 - July • RPS Sourcebook (Election Year) Reconstitution of Local

• CDP Guide and Illustrative Planning Team
Guide (DILG)

• DILG Policy Guidelines on Preparation of workplan for

Updating of Local Plans updating/preparation of CDP

• RPS Sourcebook • Updating of RaPIDS/LDIS

• CDP Guide and Illustrative • Updating of Ecological Profile
Guide (DILG)
• LGPMS (DILG)
• RaPIDS (DILG)
 Year/Month NG Oversight Agencies’ Guidelines, Activities
Manuals, Tools, Systems
Year 1 – August to • RPS Sourcebook • Formulation of goals, strategies,
November • CDP Guide and Illustrative Guide and objectives
(DILG) • Identification of priority PPAs to
• RaPIDS (DILG) achieve the goals and objective for
the next 6 years
Year 1 - September • DILG Guidelines on (Election Year) Reconstitution of Local
Reconstitution of Local Special Special Bodies
Bodies
• CSO Handbook
 Year/Month NG Oversight Agencies’ Guidelines, Activities
Manuals, Tools, Systems
Year 1 – November- • DILG Policy Guidelines on Updating of Chair to present Structured List of PPAs
December Local Plans
• RMM (BLGF) Medium-term Revenue Forecasts for
Planning Purposes generated by Local
Treasures
• BOM (DBM) Medium-term Revenue Forecasts for
Current Operating Expenses prepared by
Local Finance Committee
 Year/Month NG Oversight Agencies’ Guidelines, Activities
Manuals, Tools, Systems
Year 1 – November- • RPS Sourcebook • Sectoral Development Plans completed
December • CDP Guide and Illustrative Guide (List of PPAs)
(DILG) • Preparation of first draft of LDIP
Year 2 - January • CDP Guide and Illustrative Guide • Finalization of LDIP
(DILG) • Drafting of Implementation
• RMM (BLGF) Instruments
Year 2 - February • CDP Guide and Illustrative Guide Finalization of Implementation
(DILG) Instruments
 Year/Month NG Oversight Agencies’ Guidelines, Activities
Manuals, Tools, Systems
Year 2 – March • CDP Guide and Illustrative Guide • Approval of CDP to include the
(DILG) implementation Instruments
• Submission of CDP to the Province for
review
Year 2 - May • RPS Sourcebook • Preparation of AIP by the Local Finance
• CDP Guide and Illustrative Guide Committee
(DILG)
• RMM (BLGF)
• BOM
 Year/Month NG Oversight Agencies’ Guidelines, Activities
Manuals, Tools, Systems
Year 2 – June 7 • CDP Guide and Illustrative Guide • Approval of AIP by the Local
(DILG) Sanggunian
• BOM
Year 2 – June 16 • BOM (DBM) Issuance of Budget Call
Year 2 – July 5 • BOM (DBM) Conduct of Budget Forum
Year 2 – July 15 • BOM (DBM) Prepare and submit Budget
Proposal (department heads)
Year 2 - August • BOM (DBM) Conduct of Budget Hearing
 Year/Month NG Oversight Agencies’ Activities
Guidelines, Manuals, Tools,
Systems
Year 2 – October • BOM (DBM) Preparation and Submission of Executive
Budget
Year 2 – October 17 onwards • BOM (DBM) Enactment of an Appropriation Ordinance
Year 2 – Within 3 days after • BOM (DBM) Submission of Appropriation Ordinance to
the approval of Ordinance Province for Review
authorizing the Annual
appropriation
 Year/Month NG Oversight Agencies’ Activities
Guidelines, Manuals, Tools,
Systems
Year 2 – Within 90 days from • BOM (DBM) Review of Appropriation Ordinance of
the receipt of the submitted Barangays
annual/supplemental
budgets for review of PCM
Year 3 January- December • BOM (DBM) • Budget Execution
• Budget Accountability
• RPS Sourcebook Monitoring of implementation of the CDP
• CDP Guide and Illustrative
Guide (DILG)
 Year/Month NG Oversight Agencies’ Activities
Guidelines, Manuals, Tools,
Systems
April • CDP Guide and Illustrative Adjustment of LDIP
Guide (DILG)

May • CDP Guide and Illustrative Preparation of AIP

Guide (DILG)

June 7 • CDP Guide and Illustrative Approval of AIP

Guide (DILG)
THANK YOU!
 Workshop 1: Preparing the Harmonized Work
Plan
Using the CDP Form 1b, prepare the harmonized work plan

It must include activities and sub-activities of the following:

I. Pre-Plan Formulation Phase
1. Mobilization
2. Preliminary Assessment
II. Plan Formulation Proper
1. Orientation, Organization, and Tasking
2. Seminar-Workshop on Characterization and Analysis (Conduct of thematic/sectoral assessments e.g. LDIS, CDRA)
3. Seminar-Workshop on CLUP
4. Seminar-Workshop on CDP
5. Seminar-Workshop on Implementing Tools
6. Finalization of Draft Plan and Implementing Tools
7. Plan Adoption and Approval
8. Monitoring and Evaluation

*Costing and Person/Office Responsible, may be included in the work plan

Duration: 45 minutes