Moye, Strategic Planning, Conservation Trust Funds

1. Strategic Planning
Basic Training on Conservation Trust Funds
Cape Town, South Africa March 31 – April 2, 2009

2. A Strategic Plan…
translates a fund’s broad vision and mission
statements into specific goals, objectives and
activities over a long-term (5-8) year period).

3. Amazon Region Protected Areas Program - ARPA
Ten Year Objectives (2002 – 2012):
Protect 500,000 Km2 (50 million hectares) of the
Amazon in a representative and well-managed
system of protected areas.
Establish an endowment fund to cover long-term
recurrent management costs.

4. Key Strategic Issues
•Linkages to national and regional environmental
plans and strategies
•Program themes and focus: strategic impact,
science-based priorities, feasibility
•Criteria for eligible grants and beneficiaries
•Operational and Program Needs and Costs
•Time-line – phased approach
•Financial planning and fundraising strategy

5. Criteria for “Ridges to Reef”
Program Selection
• Programmatic leverage / • Issues of urgency /
scalability. Conservation importance. The programs
programs should tackle should address urgent and
ecological threats at a scale important problems; the
which is relevant for the magnitude of the
long term. envisioned program should
match the magnitude of the
• Capacity. Organizations “on problem.
the ground” should possess
the skills, influence and • Efficiency. Programs should
means to implement the have the potential to
conservation programs in leverage relatively small
question. funding to achieve a
disproportionately
significant impact.

6. Strategic Plan is guided by:
• CTF’s Vision, Mission Statement, Legal statutes
• Prepared by staff and technical experts
• Wide stakeholder consultation, often
facilitated by strategic planning consultant
• Adopted by Board

7. Tools for Strategic Planning
• Logical framework approaches at the
overall program level to identify impacts
and indicators
• Results chain exercises to identify
actions to achieve desired outcomes
• Financial planning linked to program
management planning