Instructions - Panda
WWF Project/ Programme Concept FormVersion: June 2020InstructionsPurpose and Audience: This template should be used to set out initial thinking on the context and design for a mid-large (over €100K p.a.) project, programme or initiative, in order to do any/ all of the following:Build a common understanding amongst the team, partners and management and receive feedback.Gain formal and early review and approval (see here for an approval form) to proceed with detailed design and planningMarket a project and gain financial support All submissions for initial approval of a project within WWF should use this template, unless an alternative template is required by a primary donor (such as a PSP – Public Sector Partner). This Concept template, along with a workplan and B3 budget, can also be used as the main planning document for a smaller project (< €100K p.a.). General Principles:Support a consistent approach…but adapt as necessary. Use this template for all projects (noting the caveats above regarding PSPs). Keep in mind also that the WWF Network Standards encourage a tailored approach according to the situation. In this spirit, project teams and reviewers should apply their own judgement when considering the level of analysis and detail needed in a project plan. (For guidance see here). Engage stakeholders (see guidance here). Project development should be participatory in nature and use forms of engagement appropriate to the context. It may be very important to include rights holders and potential partners, depending on the situation.Reference, and learn from other relevant work. In particular, where place-based work is planned, refer to the existing land/seascape plans to align strategies and to the associated safeguard mitigation plans. If project activities are aligned with what is already safeguarded, ensure that these activities include the associated mitigation action. If the project includes new activities not covered by what is already safeguarded, then those activities will need to be safeguarded (assessed, and if necessary, mitigated). Note any mitigation steps at appropriate stages in planning documents. Other Guidance:Target length: Aim for 3-6 pages, including supporting figures. (Before you finalise the document, be sure to delete the blue guidance text in this template). Estimated preparation time: Preparation time will vary between one day and several weeks, depending on the complexity of the project and the collaborative relationships involved.Further Guidance…is referenced through this document and is available on the Network Standards site. To provide feedback on this template please contact Will Beale wbeale@.uk Seek input and support…from appropriate expertise such as Practice teams, quality management, process management experts, communications specialists/ editors etc. Share the project plan with key audiences. This includes uploading the plan to the Insight CPM database. Take care to avoid sharing any confidential information, such as data that is protected by regulation (such as personal data), or which is restricted by a confidentiality clause in a contract. See here for WWF-Int guidance on sharing confidential information. Terminology. This template is designed to be consistent with WWF Network Standards. For definitions of key terms, see WWF Standard Terminology here.Software. If the team wishes to use project management software, Miradi is recommended (see here for download instructions).Summary Hint: Complete this section only after SECTION 1-5 have been completed. Describe the project in no more than 1-2 paragraphs (and please keep to a 1000 Character limit). This is sometimes to as an elevator pitch - a short description that explains the idea in a way that any reader can quickly understand it. 1. RELEVANCE Summarise the project’s relevance to key stakeholders and how it relates to other initiatives or to opportunities that may be leveraged. Specifically: How is the project relevant to internal and external agendas i.e. WWF Global Priorities (Practice Outcomes, Targets and Initiatives), office strategies, SDGs, national and regional priorities?How is the project relevant to key partners, stakeholders and, where appropriate, rights-holders? How have these people been engaged so far in the design of the project and what is the plan for further engagement? (This may require application of the Environmental and Social Safeguard Framework).How does the project relate to other efforts or previous work, and how does it add value? Why should WWF and its partners carry out the project (rather than another organisation)? 2. SCOPE AND CONTEXT Describe the project’s scope and context/ situation. Provide or reference relevant evidence to support the statements made. If timing is critical, please emphasize this. Key points to cover include:Scope (or boundary) of the project - geographic and/or thematic – and your justification for this choice. For example, consider the biological or environmental significance and/or social, political, land use and economic context. Pressures, Drivers and Opportunities - the main factors that directly or indirectly affect the project’s scope. Drivers that affect the situation may provide opportunities that can be exploited (e.g. institutional, social, political, economic, demographic factors). Include climate vulnerabilities where relevant.Actors/ stakeholders. Briefly describe the main people potentially affected by the project, who could affect the project, and the influence they have. Where place-based work is planned, assure that safeguard screening has taken place at each landscape and seascape as necessary, and highlight any key issues. 3. GOALS/ OBJECTIVES, STRATEGIES & THEORY OF CHANGE Describe your current thinking on what the project will aim to achieve and how. Please summarise the main strategies and why you have selected them, the theory of change and any key assumptions, and the goals/ objectives. Key elements to include are:Draft Goals and Objectives. Ultimately these should be SMART (specific, measurable, achievable, results-oriented and time limited). Draft Strategies (and/ or Activities if appropriate). The strategies and activities selected should be the most effective and efficient. Draft Theory of Change. Briefly describe and/ or show with a diagram the logic of how your strategies will deliver objectives that will ultimately lead to the achievement of the goals. Note any key assumptions that need to hold true for the strategies to work.Partners and Rights Holders. Where relevant, describe the ownership/buy-in of relevant rights holders to the above strategies and theory of change. List any partners that are key to successful implementation and summarise their track record/ capacity.4. RISKS, SAFEGUARDS AND SUSTAINABILITY Highlight any key risks and safeguards issues, and explain longer term thinking for the project:Risks. Identify any key risks (e.g. social, political, economic, institutional) that may affect the achievement of project objectives and state how would plan to mitigate them.Safeguards. For place-based projects, provide links to each relevant landscape/ seascape safeguards mitigation plan. (See the environmental and social safeguards and WWF social policies). Indicate how this project has incorporated relevant elements of the mitigation plans, and if necessary outline any additional mitigation actions.Sustainability. Summarise any expectations for the project beyond the proposed funding period e.g. further phase(s), scale up, exit and/ or sustainability considerations. 5. MONITORING, EVALUATION AND LEARNINGDescribe briefly how you will measure and analyse the project’s success, and take appropriate adaptive action. How will progress towards the goals and objectives be measured? (propose 3-5 key indicators).Outline your learning approach e.g. how you will use regular reviews of progress vs objectives to learn what is going well and less well, and how you will adapt. 6. ROLES, CAPACITY AND GOVERNANCESummarise high level roles and responsibilities related to the major strategies. Assess whether the available skills and expertise meet needs, and highlight any key capacity gaps (WWF or partners).Define who will lead the project, and note any key advisors or champions.7. FINANCIAL RESOURCES Using the table below (or similar), summarise the projected financial needs for the project and income already secured. Where relevant, note any co-funding requirements and outline the strategy for raising any additional funds needed. FINANCIAL RESOURCES REQUIRED. Include a rough indication of the financial resources, + or – 10%In [Currency]Budget FYn Budget Fyn+1Budget Fyn+2Budget Fyn+3Budget Fyn+4TOTALA - Budgeted Expenditure: overall funds required to run the project B - Secured Income: Donor XDonor YDonor ZC - Balance (B – A):balance of funds to raise to reach budgeted expenditureSign Off (see Approval form)Workplan and B3 Budget Required only where this is the main planning document (i.e. for a smaller project <€100K p.a.) ................
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