Training of Trainers Programme on Vision Building
and visioning exercise photo documentation
Training
of trainers program from 20.04.06 to 22.04.06
Facilitators
Dr.Anuradha Prasad, ED,
HIDForum, Bangalore
Mr.Haritha Sarma, HID Forum
Bangalore
Participants
1.
Ms.Hemalata
Subramaniam-freelance consultant
2.
Mr.Ramakrishna-AVP
livelihoods, APMAS
3.
Mr.Anjaneyulu-DCBC,
Prakasam
4.
Mr.Vishnu
Vardhan-APARD
5.
Ms.Leelavathi-APARD
6.
Ms.Poorna
Chandrika-SPM-LRCs, APRLP
7.
Ms.Sharan
Rebecca-APC-CB, APRLP
8.
Ms.Vanya-HID
Forum, Bangalore
Schedule
Days
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Theme and Details
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Methodology |
Day-I
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1.
Introductions,
objective setting
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Opening
remarks and briefing about LRC future plans by Dr.K.Tirupataiah
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Introduction
to the tools developed by HID Forum |
Inputs and interactive
sessions |
Day-II
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1.
Practicing
the tools and methodology
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Discussion
on the improvements to be made to the methodology and material to be used
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Practice by doing it in
small groups
Feedback and discussion
by the team in large group |
Day-III
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Practice in small groups and improvements to the
methodology and material
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Practice by doing it in
small groups
Feedback and discussion
by the team in large group |
Objectives |
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- To understand the methodology for the vision building process of LRCs
- To design a programme for supporting the vision-mission-strategy building
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Assumptions and requisites of participants |
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- Training and facilitation skills
- Orientation towards adult learning cycle and experiential methodology
- Process orientation
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Vision Building programme for LRCs, Andhra Pradesh Flow of the Programme elements |
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DAY 1
Introduction, Welcome, Objectives, Norms, Task Groups, APRLP plan presentation
Exploring self (exercise)
Exploring diversity & differences (exercise and input)
Johari Window (discussion and input)
Personal vision (short exercise)
Role of LRCs (brainstorming and discussion in Plenary)
What is Capacity Building? (plenary discussion & input. Short note to be given)
Adult Learning Cycle (Input and discussion)
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DAY 2
Elements of an organisation
External Environment Factors plus positive and negative impacts on the LRCs (small group
Discussion & plenary presentation)
Identification of Opportunities and Threats (small group brainstorming and plenary presentation)
Stakeholder analysis (within, clients, collaborators, influencers)
Developing Vision of LRC (input, small group work, presentation in plenary, redrafting)
Developing mission Statement (input, small group work, plenary, redraft)
Identifying values (input, small group work, plenary presentation)
Internal Analysis of LRCs- Strengths and Weaknesses (small group work)
Clustering & prioritising of O T SW. (small group work & plenary presentation)
Strategic Orientation Matrix (Group Work)
Strategies for LRC (Group work, plenary presentation)
Integrated view
Develop activities for each strategy
Strategic Plan
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Vision Building for LRCs – Programme Design, Methodology, Material for TOT |
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Day - 1 |
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9.00 – 11.30 |
- Welcome
- Introduction
- Expectations
- Objectives
- NormsFormation of task groups
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Tea break |
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11.45 – 1.30pm |
- Exploring self (11.45 – 12.45)
- Exercise on exploring diversity and differences. (12.45 – 1.30)
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Lunch Break |
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2.30 – 4.00 pm |
- Input on understanding self and interpersonal relationships using JOHARI WINDOW(2.30 – 3.00)
- Exercise on exploring personal vision (3.00 – 3.30)
- Role of LRCs (brainstorming) (3.30 – 4.00)
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Tea break |
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4.15 – 6.00 pm |
- What is capacity building? (Input &discussion) (4.15 – 4.45)
- What is learning? Adult learning cycle (input &discussion) (4.45 – 5.15)
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Night Sessions/ Exercises |
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Day - 2 |
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9.00 – 11.30 |
- Reflections, reporting, presentations (RRP) (9.00 – 9.30)
- Elements of an organisation
- General/external Environment factors (Environmental scan) (9.30- 11.30)
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Tea break |
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11.45 – 1.30pm |
- Identification of opportunities and threats (11.45 – 1.00)
- Stakeholder analysis
- (Clients, collaborators and influencers) (1.00 – 1.30)
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Lunch Break |
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2.30 – 4.00 pm |
- Stakeholder analysis Contd…
- Presentations (2.30 – 3.15)
- Input on vision and development of vision of LRC (District grouping) (3.15 – 4.00)
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Tea break |
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4.15 – 6.00 pm |
- Development of vision of LRC Contd…
- Clarifying vision of LRCs - Draft 1 of vision statement (4.15 – 6.00)
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Night Sessions/ Exercises |
Clarifying vision of LRCs – Draft 2 |
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Day - 3 |
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9.00 – 11.30 |
- RRP (9.00 – 9.30)
- Presentation of vision statements (9.30 – 10.30)
- Mission (10.30 – 1130)
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Tea break |
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11.45 – 1.30pm |
- Mission Contd (11.45 – 12.30)
- Values (12.30 – 1.30)
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Lunch Break |
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2.30 – 4.00 pm |
- Presentations on vision, mission and values (2.30 – 3.30)
- Finalisation of Vision, mission and values
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Tea break |
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4.15 – 6.00 pm |
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Day 4 |
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9.00 – 11.30 |
- RRP (9.00 – 9.30)
- Internal analysis of LRCs; Strengths & weaknesses (9.30 – 10.15)
- Clustering and prioritizing opportunities and threats: strengths and weaknesses (10.15 – 11.30)
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Tea break |
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11.45 – 1.30pm |
- Presentations on opportunities and threats: strengths and weaknesses (11.45 – 12.45)
- Strategic Orientation matrix (12.45 – 1.30)
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Lunch Break |
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2.30 – 4.00 pm |
- Strategic Orientation matrix Contd.
- Strategies for LRCs
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Tea break |
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4.15 – 6.00 pm |
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Day 5 |
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9.00 – 11.30 |
- RRP (9.00 – 9.30)
- Development of activities for each strategy and presentations (9.30 – 11.30)
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Tea break |
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11.45 – 1.30pm |
- Consolidation (11.45 – 12.45)
- Strategic Plan (12.45 – 1.30)
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Lunch Break |
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2.30 – 4.00 pm |
- Follow-up plan
- Evaluation and closure
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Material for participants
- Note on capacity building
- Future of LRCs
- Elements of an organization-Pictorial
- Note on meaning of Vision, mission, Values and Strategies and operational plan
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CAPACITY BUILDING |
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Capacity building may be defined as:
- the creation of an enabling environment with appropriate policy and legal frameworks; institutional development,
- including community participation (of women in particular);
- human resources development and strengthening of managerial systems
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Capacity building is a long-term, continuing process, in which all stakeholders participate (ministries, local authorities, non-governmental organisations and water user groups, professional associations, academics and others).
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Capacity Building is much more than training and includes the following |
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- Human resource development, the process of equipping individuals with the understanding, skills and access to information, knowledge and training that enables them to perform effectively.
- Organisational development, the elaboration of management structures, processes and procedures, not only within organisations but also the management of relationships between the different organisations and sectors (public, private and community).
- Institutional and legal framework development, making legal and regulatory changes to enable organisations, institutions and agencies at all levels and in all sectors to enhance their capacities.
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Another essential mechanism for capacity building is partnership development. Partnerships give a local organisations access to: knowledge and skills; innovative and proven methodologies; networking and funding opportunities; replicable models for addressing community needs and managing resources; options for organisational management and governance; and strategies for advocacy, government relations and public outreach.Another important view of this concept is discussed by Berg who regards capacity building as characterized by three main activities:
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Sources: Counterpart International; NDP Briefing Paper |
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"skill upgrading - both general and job-specific; procedural improvements; and organisational strengthening." |
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He includes under skill enhancement "... general education, on-the job-training, and professional deepening in crosscutting skills such as accounting, policy analysis and information technology."
Organisation strengthening covers the process of institutional development;
Procedural improvements refer to general functional changes or system reforms.
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Morgan (1993) defines capacity development as "the ability of individuals, groups, institutions, organisations and societies to identify and meet development challenges over time." The author summarizes the main approaches to community development as follows: the core of capacity development is wider and more holistic, it attempts to contribute to the institutional environment in each country, there is a close relationship between human resource development and capacity development, there is an evolving relationship between training and capacity development; capacity development could be seen as a response to some of the major development themes, effective capacity development requires sustained attention over a longer period of time, the policy implementation split of previous phases of institution thinking gets less attention, capacity development attempts to move beyond administrative techniques and beyond projects, and capacity development attempts to accelerate interaction between organisations and their environment.
Finally Loubser (1993: 23) compiled a list of the elements of capacity:
"Specified objectives, including vision, values, policies, strategies and interests;
efforts, including will (motivation, drive) energy, concentration, work ethic and efficiency;
capabilities, including intelligence, skills, knowledge and mental sets;
resources, including human (for collective participants), natural, technological (infrastructure), cultural and financial;
and work organisation, including planning, designing, sequencing and mobilizing."
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Organisation |
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Source: Adapted from MDF |
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Vision |
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An image of our desired future |
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A vision is a picture of the future you seek to create, described in the present tense, as if it were happening now. A statement of “our vision” shows where we want to go, and what we will be like when we get there. The word comes from the Latin videre, “to see”. This link to seeing is significant; the more richly detailed and visual the image is, the more compelling it will be.
Because of its tangible and immediate quality, a vision gives shape and direction to the organisation’s future. And it helps people set goals to take the organisation closer.
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Source: Senge, P.M., Art Kleiner, Charlotte Roberts, Richard B. Ross and Bryan J. Smith (1994)
The Fifth Discipline Fieldbook: Strategies and Tools for Building a Learning Organisation. New York, Doubleday. Pg. 302. |
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Steps in Vision Building |
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It is five years from today’s date and you have marvelously enough, created an organisation you most want to create. Now it is your job, as a team, to describe it- as if you were able to see it, realistically, around you. Consider these questions one by one, painting an ever-clearer shared vision of your future organisation.
Make sure each member of the team has an opportunity to comment on each of the questions, Note the main points on a flip chart that everyone in the group can see.
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1. Who are the stakeholders of this organisation we have created (five years from now)?
How do we work with them?
How do we produce value for them?
2. What are the most influential trends in our sector?
3. What is our image in the market place?
How do we compete?
4. What is our unique contribution to the world around us?
What is the impact of our work?
5. How do we make money?
6. What does our organisation look like?
7. How do we handle good times?
How do we handle hard times?
8. In what ways is our organisation a great place to work?
9. How do people treat each other?
How are people recognized?
10. How do we know that the future of our organisation is secure?
What have we done to ensure its future?
11. What is our organisation’s role in our community?
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Source: Adapted from: Senge, P.M., Art Kleiner, Charlotte Roberts, Richard B. Ross and Bryan J. Smith (1994) The Fifth Discipline Fieldbook: Strategies and Tools for Building a Learning Organisation. New York, Doubleday. Pp. 337-338. |
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Mission (the what and why) |
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Developing mission statements are the next step in the strategic planning process. An organization's mission statement describes what the group is going to do, and why it's going to do that. Mission statements are similar to vision statements, but they're more concrete, and they are definitely more "action-oriented" than vision statements. Mission statements don’t go into a lot of detail, they start to hint - very broadly - what your organization is going to do to reach the vision. Some general guiding principles about mission statements are that they are
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Concise. Although not as short a phrase as a vision statement, a mission statement should still get its point across in one sentence.
Outcome-oriented. Mission statements explain the overarching outcomes your organization is working to achieve.
Inclusive. While mission statements do make statements about your group's overarching goals, it's very important that it does so very broadly. Good mission statements are not limiting in the strategies or sectors of the community that may become involved in the project.
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The following mission statements are examples that meet the above criteria |
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Values
The word “value” comes from the French word valoir, meaning, “to be worth”. Values describe how we intend to operate, on a day-to-day basis, as we pursue our vision.
- Values are a set of beliefs that we practice in any situation.
- Values are expressed in terms of behaviour and are demonstrated through one’s behaviour.Values are expressed through single words and not sentences
Sources:
Senge, P.M., Art Kleiner, Charlotte Roberts, Richard B. Ross and Bryan J. Smith (1994)
The Fifth Discipline Fieldbook: Strategies and Tools for Building a Learning Organisation. New York, Doubleday. Pp.302
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A set of governing values might include: how we want to behave with each other; how we expect to regard our customers, community, and vendors; and the line that we will and will not cross. Values are best expressed in terms of behaviour: if we act as we should, what would an observer see us doing? How would we be thinking?
When values are articulated but ignored, an important part of the shared vision effort is shut away. By contrast, when values are made a central part of the organisation’s shared vision effort and put out in full view, they become like a figure head on a ship: a guiding symbol of the behaviour that will help people move towards the vision. It becomes easier to speak honestly, or to reveal information, when people know that these are aspects of agreed-upon values
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Values of an LRC
Use the following guiding questions to identify values of the LRCs
What do you value deeply about:
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Yourself (Without being humble, what do you value the most about yourself, as a human being, as a friend, parent, and so on?)
- Your work (When you are feeling best about your work, what do you value about it?)
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Strategy |
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Strategy refers to the way in which objectives are to be reached. How do we convert the Organisation’s mission in to reality?
More specifically, strategy concerns the choices between different ways of achieving the objectives. The strategy of an organisation can be defined as the long-term plan of action of an organisation to realize its objectives with the available means (inputs). A condition for making a plan of action is that the objectives have been set and are clear to the various parties involved.
The strategy is of course related to the mission of an organisation but not a mere translation of it. The mission of an organisation is often rather broad and leaves much room for interpretation. In order to determine a strategy, it is necessary to set one or more tangible objectives. If there are no objectives determined, it is difficult to make a cohesive and effective plan:
“ Would you tell me please, which way I ought to walk from here?”
“ That depends a good deal on where you want to get to, said the cat”
“ I don’t much care where…”, said Alice.
“ Then it doesn’t matter which way you walk”, said the cat.
“…so long as I get somewhere”, Alice added as an explanation.
“Oh, you are sure to do that”, said the cat, “if you only walk long enough”
(Alice in Wonderland)
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The success of a strategy depends on its quality, the acceptance and the time, which can mathematically be represented as follows:
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Success = F (quality, acceptance, time) |
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Source: Senge, P.M., Art Kleiner, Charlotte Roberts, Richard B. Ross and Bryan J. Smith (1994) The Fifth Discipline Fieldbook: Strategies and Tools for Building a Learning Organisation. New York, Doubleday. Pg. 303 |
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Strategic Orientation |
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Matching strengths, weaknesses, opportunities and strengths
Identifying strengths, weaknesses, opportunities and threats is not enough. Depending on the joint pattern, strategic choices have to be made. Strategic orientation is a way to combine/match strengths, weaknesses, opportunities and threats in order to arrive at a number of alternative strategies from which a choice can be made. Four different strategies can be distinguished: |
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External strategies |
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- To grab an opportunity by utilizing strengths and by removing weaknesses;
- To reduce a threat by utilizing strengths and by removing weaknesses
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Internal strategies |
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- To utilize a strength for grabbing opportunities and for reducing threats;
- To remove weaknesses for grabbing opportunities and for reducing threats
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This matching/combining can also be shown by the table below |
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Opportunities |
Threats |
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Strengths |
Using strengths to grab opportunities |
Using strengths to avoid threats |
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Weaknesses |
Removing weaknesses to grab opportunities |
Removing weaknesses to avoid threats |
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Steps in strategic orientation |
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Strategic orientation can be done individually, but it is much more effective when carried out in a participatory exercise involving all major stakeholders of the project /organisation. The strategy’s rationale and consequences can then be understood and accepted by all decision-makers and field-workers. The proposed procedure therefore aims at reaching consensus among the stakeholders concerning the strategic choices |
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Define the entry or problem are |
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Identification of strengths, weaknesses, opportunities and threats |
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- Internal analysis: SW
- External analysis: OT;
- Based on joint discussion or brainstorm
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- Select 5-7 factors of each category (S, W, O, and T), if necessary, cluster and combine factors;
- Develop consensus on priorities (discussion and/or voting)
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Matching strengths and weaknesses with opportunities and threats |
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- Use the strategic orientation matrix;
- Identify the combinations that will have the major positive impact on the entity/problem field. (Discussion and/or voting)
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Formulate major strategies |
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- Formulate strategies for those combinations that provide the highest positive impact.
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Identify areas for further investigation;- Or, if possible, formulate strategic plan based on the strategies identified.
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Source: Adapted from MDF |
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