NGCESDP Inter-Agency Steering Committee

Project Development and Management

DETAILING A PROJECT IDEA

MIDDLE MANAGERS CLASS BATCH 25

NICASIO ANGELO J. AGUSTIN

MARCH 2021

EAPS MIDDLE MANAGERS CLASS BATCH 23 1

 2

FEEL FREE TO USE ANY OF THE SLIDES AS YOU MAY SEE FIT IN YOUR WRITE-UPS,
BUT DON’T COPY THEM FOR DISTRIBUTION AND SELLING.

IN ACKNOWLEDGING, YOU MAY USE THE SUGGESTED CITATION BELOW.

Suggested Citation (Reference List) for MMC 25:

Agustin, N. (2021). Module on Project Development and Management. Lecture Slides. Session on
Detailing a Project Idea. Development Academy of the Philippines. Delivered on March 18 - 19,
2021.
THE PROJECT DEVELOPMENT PROCESSES
 TRANSLATING PROJECT IDEA INTO 4

PROJECT PROPOSAL

Define the context and focus

problem of the Project Idea
Iden'fy the (a)
expected outputs,
Formulate project goals outcomes, and results;
and objec'ves, and set (b) components, phases
the project boundaries and dura'on for each;
(or project scope) (c) intended
beneficiaries; and (d)
poten'al and probable
risks (opera'on/
implementa'on and
finance)
 2 IMPORTANT REMINDERS 5

1 FOCUS

2 LOGIC

KNOWING WHAT YOU WANT TO DO

KNOWING WHAT YOU WANT TO

ACHIEVE AND SET YOUR
DIRECTION
 PROJECT PROPOSAL AND ITS MANY NAMES 6

FEASIBILITY ANALYSIS
BUSINESS CASE, PRE-FS, FS,
FEASIBILITY REPORT

CONCEPT DESIGN/ PROJECT PROPOSAL

CONCEPT NOTE PROJECT PROPOSAL
PROJECT CONCEPT, PROJECT DOCUMENT, PROJECT
DESIGN, PROJECT DESIGN PROPOSAL DESIGN DOCUMENT
DOCUMENT,

… and many more

DON’T GET
CONFUSED!
ANALYSIS OR PROBLEM STATEMENT BASIC INFORMATION IN PROJECT PROPOSAL 7

EXPECTED OUTPUTS AND DELIVERABLES

1 - CONTEXT AND PROBLEM

COMPONENTS, PHASES AND DURATION

BENEFICIARIES AND PROJECT BENEFITS 2–

GOAL AND
FINANCIAL REQUIREMENTS OBJECTIVES

FINANCIAL AND ECONOMIC COSTS AND BENEFIT STREAMS

POTENTIAL AND IMPLEMENTING JUSTIFICA- SUSTAINABILITY

PROBABLE AND TIONS FACTORS OR
RISKS OPERATIONAL MECHANISMS Format and outline
MECHANISMS of Project Proposal
vary from one
agency to another
 1 – CONTEXT OF THE PROJECT 8

THE BIGGER PICTURE

Align the proposed project to societal level priori'es (local, regional,
na'onal or global); or the sector context
1
AGENCY OR COMMUNITY FOCUS
Alignment and responsiveness of the proposed project to community or
organiza'onal priority/ies
2
PROBLEM ANALYSIS/ STATEMENT
Problem/s and needs that the proposed project intents to address or an
3 opportunity the project will take advantage of. Analyze and state the
problem using appropriate tool/s causes and implica'ons of the problem.

THE PROPOSED INTERVENTION

4 Descrip'on of the interven'on. Defini'on of scope: loca'on, 'me,
beneficiaries and major deliverables
 1 – CONTEXT OF THE PROJECT 9

THE BIGGER PICTURE

Align the proposed project to societal level priori'es (local, regional,
na'onal or global); or the sector context
1
AGENCY OR COMMUNITY FOCUS
Alignment and responsiveness of the proposed project to community or
organiza'onal priority/ies
2
PROBLEM ANALYSIS/ STATEMENT
Problem/s and needs that the proposed project intents to address or an
3 opportunity the project will take advantage of. Analyze and state the
problem using appropriate tool/s causes and implica'ons of the problem.

THE PROPOSED INTERVENTION

4 Descrip'on of the interven'on. Defini'on of scope: loca'on, 'me,
beneficiaries and major deliverables
 2 – PROJECT GOAL AND OBJECTIVES 10

Before you plunge, clarify the objective…

Before you start thinking about the details

of your project, clarify your objectives…
2 – PROJECT GOAL AND OBJECTIVES 11

Goals and objecTves are results

that a project aspire to achieve
not only in the immediate future
(upon termina'on of the project)
but, more importantly, in the
future, say, 3 or 5 years aLer the
project had been completed.
2 – PROJECT GOAL AND OBJECTIVES 12

Goal is the ”why" of the whole process. In other

words, "why” is the project necessary?
ObjecTves are specific statements that support
the goal.

HINT:
• Some'mes the terms used for goal, objec'ves (specific
or otherwise) vary from project to project
• Regardless of the terms used, there are “conven'ons”
that project proposal writers or project developers do
agree on
 2 – PROJECT GOAL AND OBJECTIVES 13

GOAL (IMPACT)

PURPOSE (OUTCOMES)

DELIVERABLES (OUTPUTS)

ACTIVITIES AND TASKS

THREE BASIC CONCEPTS IN CRAFTING 14

“OBJECTIVE” STATEMENTS

HIERARCHY OF OBJECTIVES

RESULTS FRAMEWORK

LOGIC MODEL/ LOGICAL

FRAMEWORK
 HIERARCHY OF OBJECTIVES

Overall ObjecTve

ObjecTve 1 ObjecTve 2

Specific Specific Specific Specific

ObjecTve 1.1 ObjecTve 1.n ObjecTve 2.1 ObjecTve 2.n

Regardless on how you term the different

items, they should show a hierarchy of
“results.” They should be clustered properly.
HIERARCHY OF OBJECTIVES: DEFINITIONS
SIMPLE ILLUSTRATION OF
RESULTS FRAMEWORK
 LOGIC MODEL:
THE LOGICAL FRAMEWORK MATRIX
 TWO WAYS OF STATING AN OBJECTIVE 19

TRADITIONAL WAY RESULTS ORIENTED

Tradi'onal – objec've Results-statement –

statement is something that has
formulated as been a[ained.
something yet to be
a[ained.
 COMPARISON: TRADITIONAL AND RESULTS ORIENTED 20

OBJECTIVE STATEMENTS
To increase revenue. Revenue increased.

To reduce poverty incidence. Poverty incidence reduced.

To increase enrolment of Enrolment of out-of-

out-of-school youths. school youths increased.

To conduct capacity Capacity building

building program. program conducted.

To publish advocacy Advocacy materials

materials. published.

Note: An objecTve statement has an acTon word and a subject.

COMPLETE STATEMENT OF OBJECTIVES
 THE SMART OBJECTIVE STATEMENT
TRADITIONAL WAY
Example: To collect the
remaining tax collec?bles
amoun?ng to P500 million from
local business establishments
by June 2022, at a cost not to
exceed P1 million, according to
all internal standards, policies,
and procedures.
22
RESULTS ORIENTED
Example: The remaining tax
collec?bles amoun?ng to P500
million from local business
establishments collected by June
2022, at a cost not to exceed P1
million, according to all internal
standards, policies, and procedures.
 THE SMART OBJECTIVE STATEMENT
TRADITIONAL WAY
Example: To renovate the
Administra?on Hall by July 1,
2023, at a cost not to exceed
P5 million, according to the
standards under the Na?onal
Building Code and the design
specifica?ons of the
Engineering Office.
23
RESULTS ORIENTED
Example: Administra?on Hall
renovated by July 1, 2023, at a
cost not to exceed P5 million,
according to the standards
under the Na?onal Building
Code and the design
specifica?ons of the
Engineering Office.
3 - EXPECTED OUTPUTS OR DELIVERABLES

• Tangible goods and services

produced by the project by
the end of the project or
within the project
implementa'on period.

Note: Statements of expected outputs

or deliverables should have a subject
and an ac?on word in past tense.
3 - EXPECTED OUTPUTS OR DELIVERABLES
Note: Statements of expected outputs
or deliverables should have a subject
and an ac?on word in past tense.

Common mistake is the use of

descrip?ve words such as:
• Installa?on of …
• Development of …
• Formula?on of …
• Construc?on of …
• Procurement of …
• etc. (similar terms that are not
ac?on words).

These are NO-NO!

 EXERCISE 2: DO A PROBLEM TREE-
26

OBJECTIVE TREE ANALYSIS

Read the ar'cle “Genera'ng Project Ideas” (as provided in your
reading materials).

Conduct a Problem Tree Analysis of your project idea

Determine your Hierarchy of Objec'ves or Results Framework using

the Objec've Tree Analysis. Present in bulleted form or diagram.

Dura'on: 1 hour.

Plenary presenta'on by group (5 minutes per group).