Change Management TeamSupport to UNCTs in

Visioning & Strategic Planning

January 2007 January 2007

Purpose

These slides provide an overview of a service line for “Support to UN Country Teams with Strategic Planning & Visioning.”

The service line package has benefited from:

• The collaborative efforts of DGO, Staff College, the MCT, and the South Africa RSC

• Two pilot UNCT experiences (Malawi and Botswana)

A comprehensive package of presentation and session materials for this service line accompany this presentation

Contents

• Models for support

• Framework for support

• Delivering support - Sample agenda

• Key analytical exercises

• Deliverables

• Practices introduced

• Next steps

Models of support

1. Strategic Planning within UNDAF planning retreat

2. Strategic Planning independent of UNDAF planning, or within a “bridging period”

3. Strategic Planning during UNDAF orientation workshop

Malawi

Botswana

TBD

Thus far, three models for the provision of visioning & strategic planning support have been envisioned:

Storyline

Pace of the UN Reform agenda Multiple parallel initiatives

Different levels of consensus, stages of decision-making, and/or clarity in the guidance on how to move forward

1. Avoid a fractured response to UN Reform challenges2. Ensure that the strategic planning of the UNCT programming is

informed by capacity awareness and “reality checks” 3. Capitalize on the progress and momentum created by the UNCT

by strengthening the governance and work planning instruments

A coherent approach is needed to…

Rationale

UN’s contribution to realizing the vision of the country / working within its planning & coord. frameworks

Formulating a common programmatic strategy

Assessing operational requirements to deliver

Holistic planning as a

UNCT

UN’s principle value as a primary partner

supporting the Government

Internal planning & solutions-identification is needed to

translate our goals into realized value added

Contents

• Models for support

• Framework for support

• Delivering support - Sample agenda

• Key analytical exercises

• Deliverables

• Practices introduced

• Next steps

Framework for support

Optimizing resources

Aligning Structures

Making it Happen

Improving processes

VisioningGetting Ready

Communications

VisioningGetting Ready

This Service Line prepares UNCTs to identify and manage the direction and elements of their

broader change efforts by outlining a Roadmap for moving forward

Framework for support – comprehensive view

Joint programming

process

Harmonized Approach to

Cash Transfer

Commonservices

Vision forprogramme &

operations

Workplanning

Communication

Capacitybuilding

Coordinatedrepresentation

Common premises

Communication

Optimizing resources

Aligning Structures

Making it Happen

Improving processes

VisioningGetting Ready

Joint programme

teams

Skills and capacity

assessment

Annual WorkPlans

Joint resourcemobilization

Country ProgrammeAction Plan

Joint operationsteams

Contents

• Models for support

• Framework for support

• Delivering support - Sample agenda

• Key analytical exercises

• Deliverables

• Practices introduced

• Next steps

Sample Agenda - Malawi

AM Sessions

PM Sessions

Break

Time

UNCT Government IA FT

Day 3

20. [10.45 – 12.30]Preparation of UNDAF results matrices (cont)

21. [13.30 – 15.00] Preparation of UNDAF results matrices (cont)

25. [8.15 – 9.30] Positioning

17. [8.00 – 8.15] Overview

15. [15.15 – 17.45] Formulating outcomes

Day 2

9. [8.15 – 9.15] UN Reform

14. [14.00 – 15.00] UNDAF Priority setting

10. [9.15 – 9.45] UNCT Position Paper

8. [8.00 – 8.15] Overview

16. [17.45 – 18.00] Wrap-up

Day 4

24. [8.00 – 8.15]Overview

29. [13.00 – 14.00] Tools for UNCT Roadmap

26. [10.00 – 11.30] Develop UN Reform

Roadmap

27. [11.30 – 12.30] Evaluation

6. [15.45 – 17.15] Defining Elements of

the Roadmap

Day 1

2. [10.30 – 10.45] Opening Session

3. [10.45 – 11.45] MGDS Highlights

5. [14.30 – 15.30] Rationale for UNCT

Roadmap

7. [17.15 – 17.30] Wrap-up

1. [8.00 – 9.45] Intro & objectives

4. [11.45 – 13.00] UNDAF Malawi

11. [9.45 – 10.45] Results overview

UNDAF12. [11.00 – 12.00]

Results overview (cont)

13. [12.00 – 13.00] UNDAF prep. and meth.

18. [8.15 – 9.30] MGDS Results matrix

19. [9.30 – 10.30]Preparation of UNDAF

results matrices

23. [17.15 – 17.30] Wrap-up

22. [15.15 – 17.15] UNDAF action planning

28. [12.30 – 13.00] Closing remarks

Sample Agenda - Botswana

AM Sessions

PM Sessions

Lunch Break

Time

UNCT

UNCT+ and Government

UNCT+

12. [16.00 – 17.30] Business Planning

10. [10.45 – 12.00]Positioning of UN

11. [13.00 – 15.45] Defining the way

forward

8. [9.00 – 9.15] Overview

13. [17.30 – 17.45] Wrap-up & Evaluation

Day 1

7. [17.30 – 17.45] Wrap-up

2. [9. 00 – 11.00] •Vision 2016 (Vision Sec. Coordinator)•GoB Planning processes (MFDP)•Review of UNDAF (UNRC)

1. [8.30 – 9.00] Coffee & breakfast

5. [14.30 – 16.00]Visioning

4. [14.00 – 14.30] Objectives & Reflections

9. [9.15 – 10.30] Working approach & principles

6. [16.15 – 17.30]Programme &

Operations strategy

Heads of Agencies + Deputies

Heads of Agencies + Deputies + Senior Programme & Operations Managers

Heads of Agencies + Deputies + Senior Programme & Operations Managers + Government Officials

Sessions 8 - 13

Sessions 1-3

Sessions 4 - 7

3. [11.00 – 13.00] Stock-taking

[13.00 – 14.00] Lunch with Government

Day 2

Contents

• Models for support

• Framework for support

• Delivering support - Sample agenda

• Key analytical exercises

• Deliverables

• Practices introduced

• Next steps

Key Analytical Exercises

Low

High

Ass

ess

De

ma

nd

Weak StrongAssess UNCT Capacity

• Ensure sustainable funding

• Consider recruiting staff with area expertise and/or provide further training to current staff

• Proactively develop/further develop partnerships in service area

• Acknowledge that the CT should not provide services that are not valued by clients

• Acknowledge that clients may need a better understanding of why this set of services are important for the country’s development

• Review implementing modalities & arrangements to better position the CT

• Consider recruiting staff with area expertise and/or provide training to current staff

• Create an action plan for increasing CT capacity in high-demand areas

Assess the value of the set of services & develop strategies

Strengthen specific types

of services

Capitalize on specific types of

services

3. Increased equitable access to and utilization of quality health and primary education services by 2011

By UNDAF Outcome area

Dem

and

Low

Low

High

High

CT Capacity

Coordination Services

Policy Support & Tech Advice

Capacity Development – HRM

Implementation Support

Resource Mobilization

Advocacy

Capacity Development – RBM-planning

Capacity Development –M&E

Capacity Development – resource mgmt

Cap Dev for Aid Coordination

Key Analytical Exercises

Strengths and Weaknesses

Opportunities and Threats External issues that you cannot control

Internal factors over which you have some control or influence

=

=

Realizing the UNCT Vision requires the team to continually assess:Realizing the UNCT Vision requires the team to continually assess:

• What internal factors impact our performance?What internal factors impact our performance?• What external factors shape our ability to deliver results?What external factors shape our ability to deliver results?

Contents

• Models for support

• Framework for support

• Delivering support - Sample agenda

• Key analytical exercises

• Deliverables

• Practices introduced

• Next steps

Deliverables

UNDAF Finalization

Joint Programmes

HACTCommon Premises

Common Services

Deliverables

Contents

• Models for support

• Framework for support

• Delivering support - Sample agenda

• Key analytical exercises

• Deliverables

• Practices introduced

• Next steps

Practices Introduced

Work Stream Manager

Project Board

Quality Assurance

Support

The individual who manages the process of each work stream to ensure that the project plan is adhered to & technical experts provide active input to the work

The entity that ensures quality in both the process and deliverables in each work stream

The entity that is ultimately accountable for achieving results in each work stream & the decision-making authority

The entity that provides substantive support to the project teams re: guidance, good practices, & follow-up through their network and in-house expertise

Manages the

process

Take decisions

Project TeamThe team with the right technical expertise to do the work in each project

Do the work

Oversee projects

Help

Contents

• Models for support

• Framework for support

• Delivering support - Sample agenda

• Key analytical exercises

• Deliverables

• Practices introduced

• Next Steps

Next Steps

1. Reflect on feedback from clients and partners to refine service line

2. Codify approach and supporting materials for each service model

3. Train support providers in consistent approach for supporting UNCTs