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Chapter ONELEAD
tHREE ASSOCIATE
ASSOCIATE
LEARNING
PROJECT
PROCESS
(LAP) GUIDELINES
OVERVIEW 3.1
1. LEAD ASSOCIATE
PROJECT GUIDELINES
Other LAP examples: Once you have agreed a project theme and who
• Assessment of vulnerability adaptation of the you will be working with in your Leadership Team,
you will have to draft a proposal and submit it to
energy sector to climate change in Malawi
your LEAD Member Programme staff team. As a
• CSR National Day created and supported in Côte guide approximately a day should be spent on the
d’Ivoire. preparation of the proposal.
• The Environment: An assessment of the impacts Guidelines on the structure of the proposal and
of Nigeria’s indigenous beliefs and practices; key content areas are provided later in this Chapter.
• Community reforestation initiative for Tree Day in The proposal should clearly state the purpose
Bohicon, Benin. of the project and outline the intended project
outputs. Once you have submitted your proposal
• Development of Ecotourism Plan for Lukungu
it will be reviewed and approved by your LEAD
Village on the western side of Serengeti National
Member Programme training team by May 2010.
Park, Tanzania
Approximately 5 to 7 days should then be spent on
• Land degradation from mining activities on the completing the project once the proposal is accepted.
Jos Plateau;
Project Proposals
• The use of ecohealth approaches to tackle the
challenges of malaria in Nigeria; Before a project title and concept is agreed between
• Appropriate building technology for Peri-urban the LEAD Member Programme and your Leadership
Team, you must submit a proposal. This proposal
areas of Lusaka, Zambia
should be a summary of what you are planning to
• Assessment of future viability of wildlife do, how you are going to it and when, and what your
management areas in Tanzania: Lessons from intended outcomes and outputs are.
Mbomipa and Jukumu pilot projects
The development of a proposal is a useful part of
• Living with Floods in Malawi and Mozambique the process of developing the project concept. The
proposal itself does not have to be overly lengthy, and
The Process
would normally be not more than three to five pages.
Before arriving at the First National Session, you are
Proposals must be a clear statement of purpose
encouraged to think about what kind of project you and intent. It is expected that this document will
would be interested in working on with some of your demonstrate the subject and reasons for the
fellow Associates. During the week there will be an selection of that subject, as well as any expected
opportunity to present your idea and explore who you outputs, have been carefully considered and
might work with, and who might work with you. concisely articulated.
A small group of 5 Associates will be created, called On the next page is a suggested framework for a
a Leadership Group. The Leadership Groups will project proposal. Depending on your subject you may
undertake the LAP together. want to add or adapt certain sections.
Length and Time Commitment will continue throughout the training programme.
Working in small cross sector culturally diverse
The proposal should be no longer than five pages. groups can be both incredibly challenging and a
It is the clarity of the proposal that is important; richly rewarding learning experience. LEAD is a
this should be achieved as succinctly as possible. diverse global network working towards a more
The proposal should be used to distil and express sustainable future underpinned by collaborative
the project idea, and to clarify the details of what is working. In our training programmes we try and
going to be done, when and how. As a guideline this mirror our approach to working in partnerships with
should take approximately one day’s work over time. others to bring about positive change, LAP projects
As mentioned previously, in total you should be are an opportunity to do just that.
looking to spend between 5 – 7 days working on Associate Projects provide an opportunity to utilise
your LAP. the skills and knowledge that exist not only with
Submission and Agreement the current participant group, but also within the
LEAD network. You are encouraged to contact other
The proposal should be submitted to the LEAD members of the LEAD family, such as in your LEAD
Member Programme training team and LEAD Association, who may be able to add value to your
Association. The project proposal will then be project both within Africa, and internationally.
reviewed before a final agreement is made as to the
topic and contents of the project. Working with the LEAD Network
In some instances some projects might require You should try to utilise the LEAD Fellows network
agreement by an employer if work related. to find expertise that might be useful to your project.
LEAD can facilitate your introduction to Fellows
Each Leadership Team will receive feedback from who might be working in a similar area or have an
a dedicated coach linked with the LEAD Member interest in a related field of your project. You are also
Programme staff team and LEAD Association; this encouraged to use the LEAD database to identify
may include points for clarification and request for Fellows who share similar interests, and who may
more information. be able to provide advice. The data-base can be
access from LEAD International’s website:
http://www.lead.org/page/11
C. Working with Others
LEAD will support you in finding others within the
“mutu umodzi su senza denga” team work LEAD network who share similar interests. It is
simplifies complex tasks’ – chichewa proverb however your overall responsibility to find and make
You will undertake your LAP project in a group contacts to support your Associate Projects.
of 5, which make up the Leadership Teams that
A good example of how the LEAD Network can be involved in your LAP comes from some participants
of the Europe 2008 programme who were working on a project entitled ‘Adaptation Apartheid”. As
part of their project they wanted to speak to residents of less well represented countries about the
debate ensuing around climate change adaptation polices and approaches and draft a response to an
EU White Paper. They decided that the international session in Mexico provided them with a great
opportunity to do just that and invited their fellow associates from LEAD Member Programmes across
its global network to record their thoughts and experiences in a series of recorded interviews (talking
heads). They are currently in the process of creating a webpage to house these interviews and share
than with LEAD’s Fellows Network as well as policy makers and other practitioners globally. They also
used LEAD’s online database to identify Fellows working in related areas and approached them for their
thoughts, reflections and experiences.
3.6 Chapter tHREE LEAD ASSOCIATE PROJECT (LAP) GUIDELINES
Summary
The summary introduces the project and provides the framework for understanding the report and
encourages the reader to continue reading. The summary should provide a brief overview of the project
results.
Evaluation
How successful was the project, and how far did the project go towards achieving the goal and
objectives set in the proposal?
Conclusion
What conclusions can be drawn from the project, and what lessons have been learnt through
undertaking the project?
The LAP Presentation of the networking fair will be circulated near to the
time.
All Leadership Teams will be asked to update
each other on their projects’ progress and share Assessment and Evaluation of LAP Reports
results. This will allow peer learning to take place
The LEAD Member Programme teams conduct the
through the sharing of information, and may lead
assessment of project reports. Various methods
to future collaborations. It will also provide an
are used including peer evaluation together with
opportunity for you to practice your presentation
LEAD Member Programme staff evaluation and
and communications skills, and giving and receiving
assessment.
feedback. All keys skills required by a successful and
effective leader.
2. INTRODUCTION TO PROJECT
MANAGEMENT
During the LEAD Africa The material in this section has been divided
into three main areas: Section 1 – Project
programme you will be development and planning; Section 2 – Project
encouraged to think about management templates; and Section 3 – The
role of a project leader/manager and project
yourself as a leader and teams. Some information has been drawn from
how you can continue to real life experiences; other from practical project
management guides. The budget management rules
develop and apply your are from a senior local government finance officer.
leadership skills. One The quotes used are meant to be thought provoking.
way you can continue on You don’t have to agree with everything! But we
leadership learning journey hope some of the ideas will give you the confidence
is by learning from doing. either to stick to what you are already doing because
you know it is good practice, or to try something
Developing and delivering a different because you think it might help you to
project through undertaking become more effective.
a LEAD Associate Project As you work through this section of the Participant’s
is an excellent way to do Manual you will come across a number of templates
that you might find useful for planning and
this. With this in mind this developing your LAP, and some exercises designed
section of the Participant’s to encourage you to reflect on your preference and
behaviors as you continue on your personal learning
Manual has been designed journey.
to provide you with some
practical advice and guidance
on project development and
management.
3.10 Chapter tHREE LEAD ASSOCIATE PROJECT (LAP) GUIDELINES
Project management is a dynamic process that “The starting point of all achievement is desire.”
utilises the appropriate resources of the organisation Napoleon
in a controlled and structured manner to achieve
some clearly defined objectives identified as The initiation stage determines the nature and scope
strategic needs. It is always conducted within a of the project. It is an opportunity for everyone to
defined set of constraints. (Young, Trevor L. share ideas, bounce them around a little, play with
The Handbook of Project Management, 2007) them, and discuss how the idea might develop
(without getting too much into the detail). This is
Typical constraints are scope, resources, time and your chance to be creative and innovative. Try not
budget. But, be ambitious, go for it! Make your to discard ideas at this stage: your aim should be
dream a reality! to think “out of the box”. The initiation stage is also
an opportunity to ensure that the project is right for
What does a project look like?
its intended environment / audience, and fits with
A project is a finite endeavour that has specific start strategic organisational goals. If it doesn’t than the
and completion dates, and aims to create a unique project will fail.
product or service which brings about beneficial
Remember your projects should fall within the remit
change or added value. Traditionally project
of ‘Leadership for Sustainable Development’.
development includes 4 key stages:
If relevant, at this stage you might also want give
some thought to how you are going to fund the
project (if required), who partners might be, who the
stakeholders are, what success would look like, and
Evaluation Initiation what the potential risk are.
Stage 2: Planning
When developing the work plan it also important to well informed of all relevant activities. Transparency,
consider what the risks are for each key component. sharing all information (not hiding things) will also
help build trust amongst your LAP team.
To ensure that project is delivered when needed
it also important to determine the timeframe for “Good communication is as stimulating as black
delivering. Know what needs to be delivered and by coffee, and just as hard to sleep after.”
when? Good planning is essential to the delivery of Anne Morrow Lindbergh, American writer and
your LAP! It is critical that time is spent developing aviation pioneer, 1906-2001
your LAP as well as building your project team!
Good planning, monitoring and communication are
Stage 3 Delivery not only key to the successful delivery of your LAP,
they will substantially add to individual and group
“If you want to go fast go alone, if you want to
learning. Anything you learn you can apply to any
far go together”
future projects that you are involved in.
African proverb,
most recently used by Al Gore Stage 4 Monitoring and Evaluation
Delivering your LAP requires effective and efficient “Fear cannot be banished, but it can be calm and
coordination of people and resources in accordance without panic; it can be mitigated by reason and
with the project management plan. During this stage evaluation.”
tasks will need to be completed in accordance to the Vannevar Bush, American engineer (known for
agreed timescale. For this to happen it is important his early work on analog computing.)
that progress is carefully monitored by the project
manager. Using the task management template Although monitoring and evaluation appears as
the last stage of the project management cycle,
provided is one way of monitoring progress.
evaluation should happen at every stage of the life
Monitoring progress will allow more targeted design of the project, especially as highlighted during the
and delivery of successive stages of the project, delivery stage. Often overlooked monitoring and
and ensure that any changes that need to be evaluation is critical to the success of the project
implemented are support by sound evidence. It will and your personal and team development and
also ensure that the project keeps in line with the learning. There are many qualitative and quantitative
vision and objectives of the project, adding clarity methods that you can use to evaluate a project.
to the underlying purpose and end result. If there From questionnaires, interviews and measuring
outputs / performance against targets, to observing
is ‘drift’ from the purpose of the project you will
how engaged and motivated members of the
be able to respond quickly and make appropriate
project team are. You need to consider what is
adjustments to the work plan. Monitoring will also
appropriate at different stages of the project, what
help ensure that the project is delivered within the
resources you have and how you are going to use
timescale agreed by all those involved in the project,
the information that you gather information. What
and provide evidence of progress and learning to gather information if you are not going to use it.
all parties with a vested interest – stakeholders,
partners and potential funders. More will be said For examples of different types of evaluation you
about monitoring in the next section – monitoring might want to visit: http://en.wikipedia.org/
and evaluation. wiki/Evaluation. This site contains a lot of useful
information, and links to other sites, that might be of
Communication between team members is interest.
critical at this stage to ensure that everyone
knows what needs to done, buy who and when. Monitoring and evaluation will allow you to assess if
Good communication increases sensitively to the the project is on track, task are being completed on
stakeholders / partners and project team member time, and the team is working both effectively and
needs, and enables quicker responses to any efficiently. It will also help you identify unforeseen
unforeseen challenges or opportunities that arise challenges and risks that can be mitigated for during
the remainder of the programme of work.
as the project progresses. It will also ensure project
team alignment and motivation by keeping everyone Monitoring and evaluation is also critical to helping
3.12 Chapter tHREE LEAD ASSOCIATE PROJECT (LAP) GUIDELINES
you learn from experience at each stage of Budget is probably something that you will not have
your project – initiating, planning, delivering and to consider in relation to your LAP, but timeliness
evaluating: and quality are.
• What would you keep the same? Other factors that can contribute to a project failing,
• What would you do differently? And why? or being abandoned could be:
• Is there something new that has come to light • The project team was unclear what the outcomes
you need to act on? of the project were
• Some of the project activities are not delivered on
Personal evaluation of your performance will also
time
help you learn more about yourself. You might want
to draw up a list of your top 10 key learning’s, or • Some of the project outcomes have not been
reflect on questions like: achieved
• What have been your strengths? • Stakeholders, partners and funders were not
properly consulted
• What areas do you need to work on further?
• Time was not spent building trust and rapport in
• What have been your frustrations and how could
the project team so it did not perform well
you overcome?
• There was confusion of the roles and
• How do members of your team support you?
responsibilities of different project team members
• Was it useful, would you like them to do
• There was not a clearly developed work plan and
something different?
timescale for delivery
• How have you supported members of your team,
• Progress was not monitored the project team
and have they responded well?
were not able to respond quickly to unforeseen
Why projects fail challenges, risks and opportunities
• There was a breakdown in communication
Unfortunately, projects are not always completely
between team members, and stakeholders,
successful and the consequences of unsuccessful
partners and funders
projects can be significant politically, financially,
culturally and socially for organisations, and for the
people who are involved in the project. Considering
the key dimensions of a project (budget, time and
quality) there are three obvious ways in which one
might fail:
• it might cost more than what was budgeted for,
or have to stop before the goals are achieved
because of insufficient funding;
• it might take much longer than planned to achieve
the goals, or might have to stop when time runs
out before the goals are achieved;
• it might be completed within the time and budget
available but fail to meet requirements, and so be
of lower value than expected;
Chapter tHREE LEAD ASSOCIATE PROJECT (LAP) GUIDELINES 3.13
Initiating
Initiating • Link with Strategic Plan
new Project • Talking to colleagues (bouncing ideas around)
• Can you do it?
• Can you sell it (to various people)?
• Who can help you?
Evaluating • Partnership links
• Did it achieve its aim(s) • Defining aims/objectives of idea
• Relative Measure of Success • Who benefits?
• What problems (how you would • Draw on evaluation of successful projects
prevent them in future)
• Are all the involved parties happy
with the result(s)
• Written reports
• Promote project if successful –
go onto new projects
Planning/Developing
• Share good practice
• Anticipating timescale
• Building/reinforcing partnerships
• Finding Funding
• Thanking participants –
celebrating success • Developing Interest
• Follow up and going back to • Consulting all interested parties
monitor and celebrate • Allocation of tasks
• Listing/action plan on paper
• Risk Assessment
• Ensuring continuity in project
and project personnel
• Moving ideas forward
Delivering • Advertising
• Utilising work plan • Contingency Plans
• Doing work to right time scale • Research
• Solving problems on site • Setting achievable targets
• Monitor work performance on site • Resources/materials
• Looking at final product/finished item • Promotion
• Communicating (to partners, • Developing partnerships
colleagues, community) • Knowing what needs to be done
• Motivating • Communicating
• Variation of tasks, for all abilities
• Working to consistent high standard
• Flexibility to approach – prepared to
make changes
3.14 Chapter tHREE LEAD ASSOCIATE PROJECT (LAP) GUIDELINES
Key dimensions of a successful project That all sounds like hard work: Why go
anywhere near project management?
Does your project have:
Designing, developing and delivering a project will
Clearly defined and well understood project provide you with:
objectives and outputs?
• opportunities to learn and acquire new skills and
Agreed project success criteria? knowledge;
• a way to improve the skill set of everyone
A realistic budget drawn up and agreed? involved;
• opportunities to harness the diverse perspectives
A well-developed work plan with tasks clearly and experiences of culturally diverse teams
broken down, allocated and time bound? (sectors, gender, geographical, age etc);
• an opportunity to create new and more effective
Clear lines of communication between team
working practices;
members, and all stakeholders, partners, and
funders? • a means of building a team, capacity building,
empowering groups and communities;
Transparent monitoring of project status
and tasks to ensure that it keeps to budget, • high profile way to initiate major new
timescales and of a high quality? developments, services or resources;
• an opportunity to develop your leadership skills in
Clear roles and responsibilities of all team
practice;
members, and stakeholders and partners?
• an opportunity to work with people outside of
Respect for individual project team member’s your usual sphere of influence;
learning journey?
• an opportunity to do something new.
Trust and rapport built within the project
management team? Adapted from Successful Project Management,
Trevor L Young, Kogan Page 2000.
Success celebrated, no matter how small?
(This does wonders for motivating all those
involved!)
Chapter tHREE LEAD ASSOCIATE PROJECT (LAP) GUIDELINES 3.15
What stages of project management cycle are you more comfortable with, and why?
What stages of the project management are you less comfortable with, and why?
What aspects of your Personal Development Plan are most relevant to project management?
3.16 Chapter tHREE LEAD ASSOCIATE PROJECT (LAP) GUIDELINES
Leadership Team, and us at involved in the incitation stage should keep a copy of
the project outline so that can refer to when needed.
LEAD.
Please note that some of the
template you may want to
use as they are presented,
others you may want to
modify.
“These make it possible for customers to build
their own vertical applications. They can edit, copy,
and modify the templates for their own specific
purposes.”
Mike Wheeler
Chapter tHREE LEAD ASSOCIATE PROJECT (LAP) GUIDELINES 3.17
Project Title
Project Initiators Name, email, skype address, and cell phone for SMS
Rationale
Project Aim
Partners
Sponsors / Funders
Key Performance 1.
Indicators
2.
3.
Project Outputs 1.
2.
3.
3.18 Chapter tHREE LEAD ASSOCIATE PROJECT (LAP) GUIDELINES
Template: Writing a project proposal 4.2 Specific objectives: What are the specific
objectives of the project that the project will
“No problem can stand the assault of sustained reach, and can be evaluated? Use bullet points.
thinking” Objectives should be drafted using the SMART
Voltaire, French writer principal:
• Specific – Objectives should specify what
they want to achieve.
• Measurable – You should be able to measure
whether you are meeting the objectives or
Evaluation Initiation
not.
• Achievable – Are the objectives you set,
achievable and attainable?
• Realistic – Can you realistically achieve the
objectives with the resources you have?
• Time bound – When do you want to achieve
the set objectives?
Delivery Planning
Section 5 Project proponents and partners
Who are the main project supporters, partners and
stakeholders?
Template: Task Management Tool Once you have developed your project outline
following the project initiation stage, and
“Vision is not enough; it must be combined with developed your project proposal it is important
venture, it is not enough to stare up the steps, we to think about the different tasks that need to
must step up the stairs” be completed in order to plan and deliver it,
Vaclav Havel, first President and decide who will be responsible. In using this
of the Czech Republic template you can assign different tasks to different
team members and indicate how important it is –
high, medium or low, set a target date, record the
completion date and use the notes column to record
important information related to the task. Some task
Evaluation Initiation will need to be completed before the next task is
started, others will be ‘stand alone tasks’, one offs.
It is advisable to make all task time bound to ensure
the project is deliver on time. When doing this it
is important to consider the connection between
different tasks. Some task will be dependent on
others, for example one task may not be able to
start before another is completed.
Delivery Planning
Medium
Low
High
Medium
Low
High
Medium
Low
3.20 Chapter tHREE LEAD ASSOCIATE PROJECT (LAP) GUIDELINES
Do you think project management tools and templates are useful, and why?
Can you think of other project management tools and templates that could be useful?
What are they, and how would you use them?
Chapter tHREE LEAD ASSOCIATE PROJECT (LAP) GUIDELINES 3.21
What does a good team look like to you? Can you draw what it might look like?
Chapter tHREE LEAD ASSOCIATE PROJECT (LAP) GUIDELINES 3.23
Notes
Chapter tHREE LEAD ASSOCIATE PROJECT (LAP) GUIDELINES 3.25
Notes
3.26 Chapter tHREE LEAD ASSOCIATE PROJECT (LAP) GUIDELINES
Notes
Chapter tHREE LEAD ASSOCIATE PROJECT (LAP) GUIDELINES 3.27
Notes
3.28 Chapter tHREE LEAD ASSOCIATE PROJECT (LAP) GUIDELINES
Notes