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Lesson 13.

Planning and Resource Mobilization

Planning – pertains the process of formulating plans, wherein setting goals, developing activities and
strategies, establishing policies and procedures, phasing of implementation, and allocating resources
are involved and would support the whole plan and its implementation (United Nations Development
Programme, 2009)

Importance of Planning (McKay, 2001)

o Planning is a substantial requirement and necessity for organizational leadership, administration,

management and governance.
o Most organization recognize the need to regularly set program goals, objectives, and
operational plans.
o Planning is critical in making decisions especially in the midst of continuous dynamics of context
or reality.

Participatory Action Planning (PAP) – a kind of planning truly fits for community development which
gives importance to and practices genuine involvement and active participation of different

- PAP employs a bottom-up type of planning. In the bottom-up approach, the empowerment of the
community is developed, while the rights of the community members are practiced, respected and

Steps and Guidelines in Participatory Action Planning (Higgins and Tonnes, 2010)

1. Preparing the participants. 5. Analyzing needs.

2. Sharing of information and needs 6. Building consensus.
assessment. 7. Creation of an action plan (PAP).
3. Identifying resources. 8. Implementing the plan.
4. Envisioning the future.
Resource Mobilization – is concerned in sustaining the relevance of communities, groups, institutions,
social movements and any forms of organizations by enabling the movement of resources (human,
financial, technology, any other assets).

Resource mobilization plays an important role in advancing the programs, projects, activities of the
community or organization. It is important because it:

 Helps and assists in the allocation of resources for group and sectoral development;
 Facilitates the sustainability and development of projects, programs, resources and
 Assists the community or organization in setting up the priorities and options to be undertaken.

Steps and Guidelines in Resource Mobilization

1. Preparing a specific resource strategy. 4. Selecting resource mobilization vehicles.

2. Identifying and broadening the 5. Resource mobilization monitoring and
stakeholder group. evaluation.
3. Developing key messages. 6. Gearing up for resource mobilization.


 Abenir, M. (2017) Community Engagement, Solidarity, and Citizenship. Makati City: Diwa Learning
System Inc.
 Taguibao, J. (2017) Community Engagement, Solidarity, and Citizenship. Quezon City: Vibal Group