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
Theme and Details
Methodology
Day-I

1. Introductions, objective setting

2. Opening remarks and briefing about LRC future plans by Dr.K.Tirupataiah

3. Introduction to the tools developed by HID Forum

Inputs and interactive sessions
Day-II

1.  Practicing the tools and methodology

2.  Discussion on the improvements to be made to the methodology and material to be used

Practice by doing it in small groups

 

Feedback and discussion by the team in large group

Day-III
Practice in small groups and improvements to the methodology and material

Practice by doing it in small groups

  Feedback and discussion by the team in large group

 

 

 

Objectives

 
  1. To understand the methodology for the vision building process of LRCs
  2. To design a programme for supporting the vision-mission-strategy building
     

Assumptions and requisites of participants

 
  • Training and facilitation skills
  • Orientation towards adult learning cycle and experiential methodology
  • Process orientation

Vision Building programme for LRCs, Andhra Pradesh

Flow of the Programme elements

 

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)

     
 

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

     
 

Vision Building for LRCs – Programme Design, Methodology, Material for TOT

 
 

Day - 1

   
  9.00 – 11.30
    • Welcome
    • Introduction
    • Expectations
    • Objectives
    • NormsFormation of task groups
   
   
Tea break
   
  11.45 – 1.30pm
  • Exploring self  (11.45 – 12.45)
  • Exercise on exploring diversity and differences. (12.45 – 1.30)
   
   
Lunch Break
   
  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)
   
   
Tea break
   
  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)
   
  Night Sessions/ Exercises      
         
 
Day - 2
   
 
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)
   
   
Tea break
   
 
11.45 – 1.30pm
  • Identification of opportunities and threats (11.45 – 1.00)
  • Stakeholder analysis
  • (Clients, collaborators and influencers) (1.00 – 1.30)
   
   
Lunch Break
   
 
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)
   
 
   
   
Tea break
   
 
4.15 – 6.00 pm
  • Development of vision of LRC Contd…
  • Clarifying vision of LRCs  - Draft 1 of vision statement (4.15 – 6.00)
   
 
Night Sessions/ Exercises

Clarifying vision of LRCs – Draft 2

   
 
Day - 3
   
 
9.00 – 11.30
  • RRP  (9.00 – 9.30)
  • Presentation of vision statements  (9.30 – 10.30)
  • Mission (10.30 – 1130)
   
   
Tea break
   
 
11.45 – 1.30pm
  • Mission Contd    (11.45 – 12.30)
  • Values     (12.30 – 1.30)
   
   
Lunch Break
   
 
2.30 – 4.00 pm
  • Presentations on vision, mission and values   (2.30 – 3.30)
  • Finalisation of Vision, mission and values
   
   
Tea break
   
 
4.15 – 6.00 pm
  • PARTY
   
         
 
Day 4
   
 
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)
   
   
Tea break
   
 
11.45 – 1.30pm
  • Presentations on opportunities and threats: strengths and weaknesses (11.45 – 12.45)
  • Strategic Orientation matrix (12.45 – 1.30)
   
   
Lunch Break
   
 
2.30 – 4.00 pm
  • Strategic Orientation matrix Contd.
  • Strategies for LRCs
   
   
Tea break
   
 
4.15 – 6.00 pm
  • Contd…
   
   
    • Presentations
   
         
 
Day 5
   
 
9.00 – 11.30
  • RRP (9.00 – 9.30)
  • Development of activities for each strategy and presentations (9.30 – 11.30)
   
   
Tea break
   
 
11.45 – 1.30pm
  • Consolidation (11.45 – 12.45)
  • Strategic Plan (12.45 – 1.30)
   
 
Lunch Break
   
 
2.30 – 4.00 pm
  • Follow-up plan
  • Evaluation and closure
   

 

 

TEAM OF RESOURCE PERSONS AT WORK DURING TRAINING OF TRAINERS PROGRAM

     
         
     
 

Learning and refining the methodology

 

VISIONING EXERCISE WITH LIVELIHOOD RESOURCE CENTER TEAM

 
         
   

The five-day visioning exercise is conducted in four batches comprising of two parallel batches in each round. First batch was in Extension Training Center; Bapatla with participation of teams from 11 Districts and second batch was in APARD with rest of the teams participating. Following is the photo documentation of the workshops on Visioning with Livelihood Resource Centers.

 
         
     
 

OPENING REMARKS BY Commissioner, AMR- APARD

 

Introduction and objective setting for the workshop

 
         
     
 

Group work by team

 

Team working in small groups

 
         
     
 
Vision evolved by the teams
 
         
     
 

Groups sharing the vision in common session

 
         
     
 

Inputs by Panel during common session
Closing session-inputs by Mr.Kishen Das, Jt.commissioner

 
         
     
 
Action plan for finalizing the vision
 
         
 
 
 

SHAPING OUTCOMES-LONG WAY TO GO……

 

 


Vision Building for LRCs – Programme Design, Methodology, Material for TOT

 

 
Participants feedback on Visioning Exercise
 
 
  • It has been a learning experience for us
  • Gained conceptual clarity on vision, mission, values and other related aspects
  • This exercise is quiet inspiring and has built our morale
  • Now we feel like owners of this institution and this feeling is really enthusing
  • We need to do lot of interim work for second phase and need timely support from Project Management Unit and CRD
  • Resource persons were very friendly and proved to be good facilitators
  • There needs to be better coordination between the resource persons (first phase)
  • First two days we were confused about what is going to be the outcome but at this moment we feel we have a quality product in our hands
  • Occasional Involvement of participants as resource persons has been encouraging
  • Logistics could have been better (first phase)
  • Inputs from higher officials like Commissioner, AMR APARD and Jt.Commissioner, CRD, CEO, APMAS, representatives from WASSAN was very useful
  • Future support expressed from CRD and APARD is reassuring for the team
 
       
 

Action Plan from the first phase visioning exercise

 
 
  1. Teams to share the output and process with the Project Directors’ concerned
  2. A District level workshop in each district with secondary stakeholders, collaborators and partners on the process and outputs to seek feedback and inputs on the same
  3. Interaction with primary stakeholders to share the information about LRC and its vision and to assess the agenda to be pursued by LRC in future
  4. A Three day meeting of the team members to evolve strategic business plan for resource centers in the district
  5. Second phase state level workshops to finalise the strategic business plans.
 
 

 

 
 

Support from Project Management unit and APARD discussed and it was agreed that resource persons would accompany the districts during this process.
District level workshop-Design
Schedule for the District Level Workshop on Visioning for LRCs

 
     
     
 

Objectives

 
 
  • To develop Common understanding on visioning of LRCs
  • To Evolve common vision for LRCs
 
   
Time
Session
Facilitators
   
    10.00 – 11.00 Introduction, objectives and inauguration
CD, DLRC
   
    11.00 – 11.30 Brain storming on the concept of LRCs
PD, DWMA
   
    11.30 – 11.40 Future of LRCs – presentation
PMU
   
    11.40 – 12.15 Services of LRCs – what is CB
PMU
   
    12.15 – 12.30 Institutionalization of CB – organization/institution elements
PMU
   
    12.30 –  1.30 Inputs on Vision, Mission, Values, Strategies and operational plan
PMU
   
    1.30 – 2.30 Lunch
   
    2.30 – 3.15 Group work on broad vision, mission etc
PD, DWMA
   
    3.45 – 4.15 Presentation on the output of visioning workshop
CD
   
    4.15 – 4.45 Evolving Common vision and mission
PMU
   
    4.45 – 5.15

Presentation on follow up action

  • Sharing with primary stakeholders
  • Team members for preparation strategic business plan
CD
   

 

 

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
 
 

CAPACITY BUILDING

     
 

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
 
 

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).  

 
 

Capacity Building is much more than training and includes the following

 
 
  • 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.
 
 

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:

 
 

Sources: Counterpart International; NDP Briefing Paper

 
 

 "skill upgrading - both general and job-specific; procedural improvements; and organisational strengthening."

 
 

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.

 
 

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."

 
 

 

 
  Organisation  
 

 
 

Source: Adapted from MDF

 
     
 

Vision

 
 

An image of our desired future

 
 

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.

 
 

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.

 
 

 

 
 
Steps in Vision Building
 
 

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.

 
 

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?

 
  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.  
     
  Mission (the what and why)  
 

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

 
 

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.

 
  The following mission statements are examples that meet the above criteria  
 

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

 
 

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

 
     
 

Values of an LRC

Use the following guiding questions to identify values of the LRCs

What do you value deeply about:

    1. Yourself (Without being humble, what do you value the most about yourself, as a human being, as a friend, parent, and so on?)
    2. Your work (When you are feeling best about your work, what do you value about it?)
Prasad Eswara
 
     
 

Strategy

 
 

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)

 
 

The success of a strategy depends on its quality, the acceptance and the time, which can mathematically be represented as follows:

 
 

Success = F (quality, acceptance, time)

 
 

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

 
     
  Strategic Orientation  
 

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:
 
     
 

External strategies

 
 
  1. To grab an opportunity by utilizing strengths and by removing weaknesses;
  2. To reduce a threat by utilizing strengths and by removing weaknesses
 
 

Internal strategies

 
 
  1. To utilize a strength for grabbing opportunities and for reducing threats;
  2. To remove weaknesses for grabbing opportunities and for reducing threats
 
  This matching/combining can also be shown by the table below  
     
      Opportunities Threats    
    Strengths Using strengths to grab opportunities Using strengths to avoid threats    
    Weaknesses Removing weaknesses to grab opportunities Removing weaknesses to avoid threats    
           
 

Steps in strategic orientation

       
    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    
 
1

    Define the entry or problem are
   
 
2

Identification of strengths, weaknesses, opportunities and threats

   
   
  • Internal analysis: SW
  • External analysis: OT;
  • Based on joint discussion or brainstorm
   
 
3
    Setting priorities
   
   
  • 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)
   
 
4
    Matching strengths and weaknesses with opportunities and threats
   
   
  • Use the strategic orientation matrix;
  • Identify the combinations that will have the major positive impact on the entity/problem field. (Discussion and/or voting)
   
 
5
    Formulate major strategies
   
   
  • Formulate strategies for those combinations that provide the highest positive impact.
   
 
6
    Follow up
   
   
    • Identify areas for further investigation;
    • Or, if possible, formulate strategic plan based on the strategies identified.
   
   

Source: Adapted from MDF

     

 

 

Examples of a Strategic Orientation Matrix and Formulated
Strategies for an Enterprise Development Project

 
01
Growing interest in self employment
T1
Overlap/duplication of programme with others  
 
02
Technical institutions demand SME Services
T2
No clear mission of project  defined by government  
 
03
Increased number of SME promotion agencies/NGOs
T3
Inconsistent intervention from government  
 
04
Positive relation with government
T4
Competition increase with other agencies  
 
05
Wide network government agency
T5
Market offers staff attractive  

 

SWOT matrix

Opportunities

Threats

Score

O1

O2

O3

O4

O5

T1

T2

T3

T4

T5

 

Strengths

 

 

 

 

 

 

 

 

 

 

 

 

Good training programmes

S1

xxx

xxx

xxx

xx

xx

x

 

 

xxx

 

17

Competent professional Manpower

S2

xxx

xxx

xxx

xx

xx

xxx

xx

xx

xxx

xx

25

Team approach

S3

x

xx

x

 

 

xx

xx

x

xx

xx

13

Flexible structure

S4

x

x

x

 

 

xx

 

 

xx

xx

9

Adequate equipment

S5

x

xx

xx

x

 

 

 

 

xx

xxx

11

Weaknesses

 

 

 

 

 

 

 

 

 

 

 

 

Lack long term vision

W1

xxx

xx

xx

xx

x

xxx

xxx

xx

xxx

xxx

24

No attention to effectiveness

W2

xxx

xxx

xx

 

 

xxx

x

 

xxx

x

16

No clear tasks and responsibilities

W3

xx

xx

x

xx

x

xx

x

 

xx

xx

15

Low motivation of staff

W4

xxx

xx

xxx

xx

x

xx

 

 

xxx

xxx

19

Ad hoc decision making

W5

x

xx

x

 

 

x

xx

 

 

 

6

Score

 

21

22

19

11

6

19

11

5

23

18

 

 

 

 

 

 

 

 

 

 

 

 

 

Livelihood Resource Centers – Future Plans

 
 
1
    To Institutionalize Capacity Building
   
 
2
    Facilitate Formal systems and Procedures in LRCs
   
 
3
    LRCs to Generate Revenue through increase in the number of Services
   
 
4
    Increased Professional support from Consortium of Resource Organizations
   
 
5
    HR and Financial policy for Livelihood Resource Centers
   
 
6
    Support from Project Management Unit in building capacities of the team, channel CB funds and activities through LRC, Pool of Resource Persons
   
 
7
    Facilitate Self-Governance in LRCs
   
         
 
Design for interaction with Primary stakeholders
   
   
  • Introduction, purpose of visit and objectives
  • Discussion about the programs being implemented by the CBOs who are present in the meeting
  • Roles and responsibilities of each stakeholder while implementing the programs
  • Services that are needed to improve their role and make it effective
  • Institutions working with the CBOs at present
  • Assess the needs of CBO in the context of program implementation and institution building