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Planning for Success and Environmental Sustainability

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Do you want to plan sizzling Rotary projects that deliver effective outcomes for people and the environment? This workshop will give you a five-step guide and tools based on experience and good business practice to develop, plan, implement, monitor and evaluate, and sustain successful Rotary projects while ensuring environmental sustainability. The workshop, led by experienced facilitators, also will assist you with access to online templates and other resources.

Publié dans : Environnement
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Planning for Success and Environmental Sustainability

  1. 1. Planning for Success and Environmental Sustainability A five step guide for developing, planning, implementing and evaluating a successful Rotary project
  2. 2. Presenters • Pat Armstrong (RC Doncaster, Director ESRAG) • Clare Caulfield (Rotaract Monash) • Karen Kendrick-Hands (RC Madison, Director ESRAG) • Melissa Mills (RC Durham, Director ESRAG) 2
  3. 3. Purpose of today’s workshop 1. About the Guide and sustainability 2. What makes a project successful? 3. The five step process of project planning 4. Using Planning for Success to help you plan and run successful projects 5. Where to find the Planning for Success resources 3
  4. 4. https://www.facebook.com/S ustainableCommunities9810/ timeline 4 rotary9810.sustainableco mmunities.org.au Sustainable Communities (District 9810)
  5. 5. 5 https://www.esrag.org/ https://www.esrag.org/
  6. 6. The Rotary Foundation supports Projects in Six Areas of Focus through Global Grants 6 Disease Prevention and Treatment Peace and Conflict Resolution Water and Sanitation Maternal and Child Health Basic Education and Literacy Economic and Community Development Increase the likelihood that your project will succeed by planning, designing and implementing it in ways that: • Do no harm to the natural world, and • Preserve the ability of the environment to renew itself. Enhance the legacy of your project in every Area Of Focus by integrating principles of environmental sustainability throughout its life. “The environment plays a key role in all six of our areas of focus,” RIPE Barry Rassin
  7. 7. In practice: 7 Use wind or solar power plus elevated storage tank, instead of a fossil-fuel powered pump or generator.  Lower lifetime operating costs  Reduced carbon emissions  Cleaner air and water. Ensure student success, especially for girls, by replacing candles and kerosene with solar lights: Enables studying after dark, reduces indoor air pollution and saves money. Water and Sanitation Basic Education and Literacy Disease Prevention and Treatment Plan for and implement safe, permanent, environmentally-sound disposal for sharps and other medical waste for every clinic and treatment center.
  8. 8. 8 Constitution By Laws Club plans Strategic plan Annual plan Team A. action plan Project plans Vision Mission Priorities Broad goals Values (Strategies) Overall goals Team goals Action plan for each goal More detailed plans for each team More detailed plans for each project Organisational plan
  9. 9. Planning for Success: Resources Guide • How to conduct each step • Issues and questions • Tips for success • Hyperlinks to RI and other references) • Hyperlinks to support documents Support documents • Templates • Worked examples • Case studies • Helpful documents (e.g. RI pdfs) 9
  10. 10. 10 General comments An overview Best practice resources Integrate environmental sustainability Teach others Consistent with RI Global Grants Be selective, be aware of the whole
  11. 11. 11 People of the Carteret Islands (Photos: Pip Starr)
  12. 12. How can we make a project sustainable? RI sustainable practices Principles of sustainable development Keep on going into the future Do no harm to people or the environment
  13. 13. How can make a project sustainable? 13 Start with the community Encourage local ownership Provide training Buy local Find local funding Measure your success Sustainability – “... providing long-term solutions to community problems that community members themselves can support after grant funding ends.” (TRF) TRF sustainable practices
  14. 14. Sustainability “the quest for a sustainable society, one that can persist over generations without destroying the social and life supporting systems that current and future generations of humans (and all other species on Earth) depend on” Department of Environment and Heritage (2005)
  15. 15. Global perspective Triple bottom line approach to sustainability Inter- generational equity Conservation of biodiversity and ecological integrity No loss of natural or human capital Precautionary principle Valuing natural resources Community participation and equal opportunity Principles of sustainable development Sustainable development – “meets the needs of the present without compromising the ability of future generations to meet their own needs” (Brundland) 15 Do no harm to people or the environment
  16. 16. Direct Poll Go to http://etc.ch/wUGa or use this QR code to join in on our Direct Poll survey 16
  17. 17. 1. I am experienced in planning and conducting Rotary/Rotaract projects. 17 Direct Poll Question 1
  18. 18. 18 2. All the members in our club are experienced in planning and conducting Rotary/Rotaract projects. 18 Direct Poll Question 2
  19. 19. 3. I know a lot about environmental sustainability. 19 Direct Poll Question 3
  20. 20. 20
  21. 21. What makes a project successful? 21 Process • Meets a real community need • Well planned • Well managed • Allows for unexpected situations • Adequate budget • Delivered on time and to budget • Well monitored and evaluated Outcomes • Engages the whole club • Enjoyable • Delivers worthwhile outcomes for the target community • Sustainable after the project ends • Does no harm to people or the environment
  22. 22. Success story: East Timor Roofing Company Community need Local workers Well managed, local manager Products meet community needs 22
  23. 23. 23
  24. 24. Step 1. Scoping Step 2. Planning Step 3. Implementing Step 4. Monitoring & Evaluating Step 5. Sustaining YES NO Does your scope meet the needs of your club and the target community? Environmental sustainability? Don’t proceed or revise plan based on needs Has your proposal been approved by your club /partners? Funds? YES Don’t proceed or revise plan and budgetNO Has your project experienced any problems? Make changesYES NO Are the processes for sustaining your project working? YES Continue and celebrate NO PLANNING FOR SUCCESS: THE FIVE STEP PROCESS 24 Project sustainability and environmental sustainability
  25. 25. Step 1. • Scoping Step 2. • Planning Step 3. • Implementing Step 4. • Monitoring and evaluating Step 5. • Sustaining Outline of project (Approved by your club - includes community needs assessment) Detailed plan (Approved by your club and other stakeholders) Carry out your plan Follows sustainability practices and ES principles Check if your plan is working (Have you have achieved expected outcomes? ) 25
  26. 26. 4. Which of the five steps does your club do well? (Select as many as you wish) A. Scoping B. Planning C. Implementing D. Monitoring and evaluating E. Sustaining https://directpoll.com/r?XDbzPBdJ5eDa3cHRP4ApzdIdyxqI8NlQqP5VgKnMu 26
  27. 27. 27
  28. 28. Step 1. • Scoping Step 2. • Planning Step 3. • Implementing Step 4. • Monitoring and evaluating Step 5. • Sustaining Step 1. Scoping 28
  29. 29. Step 1.Scoping 29 Club issues • What’s it all about? • Origin of the project? • Support of the club? • Club resources? • Worth doing? • Permission? • Risks to the club? Community issues • Community need? • Measure of success? • Partner? • Risks to local community?
  30. 30. What the project is about: Elevator pitch • Brief, persuasive speech used to spark interest in a project, idea, or product. • Includes: • the problem • our solution • what we would like to do • how much it will cost • the benefits • what you can do to help 30
  31. 31. District 9810 Tree Project Sowed the seeds Planted 10,000 trees over five years Cared for seedlings 31 Monitored the growth of our trees
  32. 32. Elevator pitch: The Tree Project • The Tree Project involves Rotary volunteers growing native seedlings at home, before planting them on farmland in Beaufort. • This is a low cost project that helps Landcare’s efforts to build wildlife corridors and reduce soil erosion in the region. • It brings Rotarians and partners together for fun, hands-on volunteering and making connections. • Our next planting day is in August, 2018 and we would love more volunteers. Please put this date in your calendar and join our Facebook group to keep in touch. 32
  33. 33. Step 1. Tools • Template 1. Quick Project Assessment • Template 3. Project Scoping Study • Worked Example Community Needs Assessment Project Brief • Worked Example Project Scoping Tree Project.docx • Case Study: The First Wave Project • Case Study: The East Timor Roofing Project 33
  34. 34. Step 1. • Scoping Step 2. • Planning Step 3. • Implementing Step 4. • Monitoring and evaluating Step 5. • Sustaining 34 Step 2. Planning
  35. 35. 35 9. A plan to follow best practices of sustainability 1. Project description 2. A broad project plan 3. A stakeholder analysis and engagement plan 4. Financial plans 6. A risk assessment or job safety analysis 8. A monitoring and evaluation plan 7. A security, health and safety plan 5. A project management plan Step 2. • Planning Proposal /plan
  36. 36. 36 Strategic plan • A long term, overall approach and plan • The big picture of ▫ what you are doing ▫ where you are going ▫ what you want to achieve ▫ how to go about achieving it • Flexible and evolving
  37. 37. • Describes in a logical way the steps to be taken to implement a particular strategy ▫ Actions/tasks ▫ person or group responsible for each action ▫ due date and time frame 37 Action plan
  38. 38. Project plan 38 Strategic part Action part
  39. 39. Template for a basic project plan 39 Project Name Vision or Purpose Goals Targets Strategies Actions
  40. 40. Step 2. Templates and worked examples • Template 2. Job Safety Analysis Worksheet • Template 4. Rotary – Risk Management Checklist • Template 5. Global Grant Application • Template 6. Project Proposal • Planning for Success Sample Strategic & Action Plans • Worked Example Security and Safety Plan • Worked Example Job Safety Analysis Tree Project District 9810 41
  41. 41. Excel file with templates and worked examples • Worked examples and templates for ▫ project plan ▫ action plan ▫ budget planner ▫ monitoring and evaluation plan Planning for Success Sample Project & Action Plans V7.xls 42
  42. 42. Elmlea Learning Garden (Toronto) 43 Bendale Business and Technology Institute (Toronto) Southmoor Primary School (Melbourne)
  43. 43. 44 Localville Primary School Sustainable Learning Garden Vision or Purpose To provide a space for students, teachers and the community to learn about gardening and sustainability Goals Targets Strategies Actions 1. To build a sustainable veggie garden of an appropriate size with relevant features for the school 1.1 Garden built by beginning of 2020 school year 1.2 Garden is disabled accessible Consultation with school staff regarding a timeline and support to make the project a school priority A Rotarian attends meeting with Principal and Educational Support Staff and relays their suggestions to designers 2. To involve Rotary club members in helping to design and build the garden 3. To have students use the garden and learn about gardening and sustainability
  44. 44. Step 5. Sustaining 45 Step 1. • Scoping Step 2. • Planning Step 3. • Implementing Step 4. • Monitoring and evaluating Step 5. • Sustaining
  45. 45. 46 Review how your project supports the eight principles of sustainable development Review how your project supports the six RI project sustainability practices Step 5. • Sustaining
  46. 46. 47
  47. 47. Resources rotary9810.sustainablecommunities.org.au Password: RotarySuccess 48
  48. 48. Accessing Planning for Success materials 49 District 9810 SCC website Planning for Success materials for Rotarians Password A Planning for Success materials for L&D facilitators Password B Planning for Success FORUM Feedback Improvements
  49. 49. 5. After this Breakout session I am going to: (select as many as you wish) A. Go on-line, enter the password and download the resources B. Follow the five steps in any future Rotary project C. Apply the principles of environmental sustainability to any future Rotary project D. Join ESRAG E. Report back to my club or district and tell them about the Planning for Success resources F. Participate in the Planning for Success forum http://etc.ch/wUGa 50
  50. 50. Pat Armstrong pat.arm@bigpond.net.au Clare Caulfield clare.trudy@gmail.com “Fail to plan Plan to fail” 51 Plan for success and environmental sustainability
  51. 51. 52
  52. 52. Good business and leadership practices WHAT? HOW? Successful organisation and projects RESULTS PEOPLEPEOPLEPEOPLE Concept by Alan Colvin 53
  53. 53. Try out a basic project plan • Use the template and worked example in the Information sheet to start a plan for your Rotary club to build a vegetable garden in a local primary school Planning for Success Sample Strategic & Action Plans 54
  54. 54. Sustainability 55 Planting grasses and trees along Anderson’s Creek, Australia Leaving the environment as good or better than we when we started