1. What it does OS Step Leads to Focus PRE-PLANNING VISION SCOPE TARGETS
Creates the project team and sets the process
Identify team members / partners/ timeline / budget etc
PRE-PLANNING
Step 1A
VISION
Sets the overall statement of success
Vision
Scope
Step 1B
SCOPE
Says where you are planning for
TARGETS
Identify specific assets that make the Vision real
Targets
Health
Target Health Summary
Threats
Goals
Monitoring
Step 1B
ATTRIBUTE
Tells us how healthy the target is / helps prioritise Targets
HEALTH
INDICATOR
SCOPE
Ranks Threats to identify biggest impact
Causes
PROBLEMS +
SEVERITY
Step 1C
Ranks Threats to identify biggest Threat
Threats
CAUSES
IRREVERSIBILITY
THREATS
Prioritise Threats that stop Target health
Threat Summary
Threat Goals
Helps look at the context of threats for identifying best points of intervention
Situation Diagram
Strategies
SITUATION ANALYSIS
Step 1D
GOALS
Develop SMART statement of improved health (Goal) / reduced threats (Goal)
Step 2A
Goals / Objectives
Strategies
STRATEGIES
RESULT CHAINS
Specific sets of activities that will achieve a Goal / Objectives
Step 2A
Set project road map to see if Strategy will reach goals and identify monitoring needs
Prioritised Strategies
Result Chains
Actions
Results Chains / Projects
Monitoring
IMPACT
FEASIBILITY
Fix threats
Strengthen Targets
Cost / skills
Criteria used to rank Strategies and identify weaknesses
Defines audiences and indicators to be used to monitor progress
Step 2B
Monitoring Plan
Management Plan
OS Step 4 – Analyze, Use, Adapt
MONITORING PLAN
OPERATIONAL
PLANNING
Identify specific steps needed to do strategies – including people, budgets, timing
Step 2C / A / B
Workplan
CAPACITY
LEADERSHIP / TEAM
INSTITUTIONS / FUNDS
LEGAL / COMMUNITY
Identify critical capacity needs and think about new strategies to address them
Capacity Assessment
Goals / Strategies / Actions
OS 3C - Implement
Pull all the elements together into a published management plan
Communication products
Implementation NA
MANAGEMENT PLAN
Work plan and budgets
Uses the Plan
Doing the work
Doing monitoring
IMPLEMENTATION
Step 3C
Stuff happening
Uses data from all monitoring to check progress – Implementation, Effectiveness, Status
Closing the circle
Strategies
Result chains
Goals
ANALYZE, USE, ADAPT
Step 4
Help build a culture of regular review, evaluation and adaptation to keep the plan alive
CLOSING THE CIRCLE
Plan progress review
Step 5C