Financial Planning 2Financial Planning 2

Resource Mobilization

Learning Objectives

Identify and understand various sources of funds

Understand how the strategic planning process can help mobilize needed resources

Resources – A Key ThemeResources – A Key Theme

“Resources” remain a key theme throughout the strategic planning process for the RH sector

Situation AnalysisSituation Analysis

StrategyStrategyFormulationFormulation

Strategy ImplementationStrategy Implementation

Stakeholder Stakeholder AnalysisAnalysis

Financial Planning Involves . . .

Identify ResourceIdentify ResourceRequirementsRequirements

AnalyzeAnalyzeSources &Sources &

Uses of Uses of FundsFunds

BudgetBudgetPrioritize

Resource Use

Estimate Revenue & Expenses

Stakeholder Analysis

Stakeholder analysis helps identify and involve people who can influence financial decisions

It is a key strategic intervention for mobilizing resources

Situation Analysis

Situation analysis involves an assessment of current resources

– Are the available resources adequate and of good quality?

– Are the available resources being used effectively and efficiently?

– What are the main sources of funding?

Strategy Formulation

Financial feasibility of the proposed strategy

Strategic approach may focus on mobilization of resources

Strategy Implementation

Implementation is a process of resource conversion

It requires a significant recalculation of resources

This is the most expensive part of strategic planning but also the most rewarding

Permits monitoring and evaluation of resource use

Resources

Financial Resources•Government budget•Donors•Private Sector•Third party/ community

Human Resources•Skills and know-how•Paid or voluntary•Part-time or full-time

Products & Services•Contraceptives & ARVs•Vehicles•Equipment•Supplies

Resource Mobilization Through the Strategic Planning Process

Involving key players in the planning process

Maximizing available resources

Mobilizing additional resources

Involving Key Partners in the Planning Process

Ensuring government leadership

Promoting community participation

Involving major international development agencies

Maximizing Available Resources

Current strategic interventions and programming– Still relevant?– Cost-effective?– Opportunities and/or imperatives for

reallocation of resources? – Where are the priorities now?

Adapting and responding to change

Setting priorities

Mobilizing Additional Resources

Identifying and mobilizing new partnerships

Developing technical resource networks

Raising funds from donors/IDAs