Introducción al POIm en la perspectiva de la GUÍA PEI-POI

Introduction to Institutional Planning

In this section, the speaker introduces the concept of institutional planning and explains the importance of having a Plan Operativo Institucional (POI) to implement the institutional strategy.

Purpose of POI

• The POI is an instrument that guides resource allocation for implementing the institutional strategy.

• All entities should develop a POI to ensure effective implementation of their strategic plans.

Relationship between PI and POI

• The Plan Estratégico Institucional (PI) defines goals and objectives to be achieved over a specific period.

• The POI outlines activities, investments, and operational plans necessary to achieve these goals defined in the PI.

Importance of Developing a POI

• The POI helps in reducing gaps in coverage, quality, and user satisfaction regarding goods and services provided by the entity.

• It ensures alignment between strategic goals and operational plans.

Setting Goals in PI

This section focuses on setting goals within the Plan Estratégico Institucional (PI).

Goal Setting in PI

• The PI sets targets for both strategic actions and institutional objectives within a specific period.

• To achieve these goals, two questions need to be answered:

• What actions will be taken?

• How will these actions be implemented?

Participatory Approach in Developing POI

This section emphasizes the participatory approach required for developing a Plan Operativo Institucional (POI).

Participatory Development of POI

• The development of POIs should involve all units responsible for execution within an entity.

• It is not solely the responsibility of planning officers but requires involvement from all cost centers and unit executives.

Stages of POI Development

This section outlines the stages involved in developing a Plan Operativo Institucional (POI).

Two Stages of POI

• The POI is divided into two stages: the previous year and the execution year.

• Both the PI and POI are developed one year prior to their execution.

Previous Year Stage

• Starting from January, activities for the multi-year POI can be formulated.

• The approved POI must be finalized by April 30th each year.

• Adjustments or variations can be made to the POI based on center-specific needs until December 31st.

Execution Year Stage

• Once in the execution year, modifications to the POI can be made quarterly.

• New authorities should review and modify activities if necessary, considering changes in circumstances.

Modifying and Updating POI

This section explains when and how modifications can be made to a Plan Operativo Institucional (POI).

Modifying the POI

• To formulate a new POI, having a Pliego Suprey (budget document) is necessary.

• Access to the application for registering a new POI requires having an existing PI.

Updating during Execution

• During execution, it is important to periodically review and modify the POI as needed.

• New authorities should involve responsible individuals from each cost center in reviewing and modifying activities.

Elements of an Activity or Investment

This section discusses key elements that make up an activity or investment within a Plan Operativo Institucional (POI).

Elements of an Activity or Investment

1. Denomination: A descriptive title that describes the activity or investment.

2. Unit of Measure: The measurement unit used to track progress towards the desired goal.

3. Physical Programming: Setting the target or objective to be achieved over a period of at least three years.

4. Cost Programming: Determining the cost estimation for each activity or investment.

Cost Estimation and Financial Planning

This section explains the process of cost estimation and financial planning within a Plan Operativo Institucional (POI).

Cost Estimation

• Cost estimation is done in collaboration with the procurement system, considering the required inputs for each activity.

• Activities are costed based on their operational requirements, such as venue rental or provision of refreshments.

Financial Planning

• Once cost estimation is complete, financial planning is carried out based on the approved POI.

• The financial plan aligns with the physical programming and ensures adequate funding for activities.

These notes provide a comprehensive summary of the transcript, highlighting key points related to institutional planning and developing a Plan Operativo Institucional (POI). The structure follows a clear and concise format, utilizing timestamps when available to aid in studying the transcript.

Overview of Government Policies and Applications

The speaker discusses the importance of aligning investments with the general government policy for the year 2021-2026. They mention the need to update information in the application used for registering the multi-year operational plan (POE) and tracking its execution.

Updating Information in the Application

• The new version of the General Government Policy (PGG) is available in the application.

• The speaker emphasizes that local and regional governments must have an updated POE before accessing the application.

• Multiple users are involved in using the application, including planning officers, plenary members, and unit executives responsible for formulating, executing, and evaluating the operational plan.

Role of Responsible Officers

• The planning director or officer registers the POE in the application, including objectives, strategic actions, and indicators approved by SEPPLAM.

• The administrator of each unit registers cost centers and creates user accounts for operators responsible for registering operational activities and investments.

• Each operator is assigned a specific role within their respective cost center.

Articulation with Higher-Level Plans

• The administrator links objectives and actions from POE to higher-level plans such as regional development plans or municipal plans.

• Objectives and actions are also aligned with the general government policy.

Execution and Monitoring

• The planning director verifies and validates information at each stage of consistency checks during execution.

• Cost centers register follow-up information in the application, allowing for potential reprogramming or modifications based on their requests.

• Access configurations are set by supervisors to allow operators to perform their tasks.

Registering Activities in Point Application

This section explains how activities are registered in Point application. It covers linking activities with strategic objectives, budget allocation, resource types, financing sources, cost estimation coordination with procurement department.

Linking Activities with Strategic Objectives

• When registering an activity in the application, it is linked to a strategic action and objective from the POE.

• The activity is also linked to the budget system, specifying the functional and programmatic chain for resource execution.

Programmatic and Financial Planning

• The registration includes defining the functional chain and financial planning, such as resource types, financing sources, and expenditure categories.

Coordination with Procurement Department

• For cost estimation purposes, details of activities or investments are shared with the procurement department.

• This information helps in determining the financial requirements for executing activities.

Reporting and Transparency

This section focuses on reporting progress and ensuring transparency by publishing reports on a standard transparency portal. It mentions the availability of situational reports for regional and local governments.

Situational Reports

• Situational reports are available at different stages of POE implementation.

• These reports provide meta-financial information about objectives, actions, and progress.

• Reports should be published on a transparency portal to ensure transparency of information.

Consistency Checks

• All 558 unit executives from regional and local governments have completed consistency checks successfully.

Conclusion

The transcript discusses aligning investments with government policies using an application called Point. It explains how to update information in the application, register activities linked to strategic objectives, coordinate with procurement departments for cost estimation, and generate situational reports for monitoring progress. Transparency is emphasized through publishing reports on a transparency portal.

New Section

This section discusses the execution and follow-up of government initiatives at the local level, specifically focusing on district municipalities. It highlights the low consistency rate in executing these initiatives.

Municipalities' Execution Consistency

• Only 4% (76 out of 1,694) of district municipalities have achieved consistency in executing initiatives.

• Out of these 76 municipalities, only 42 have successfully closed their consistency.

• This accounts for a 55% consistency rate among provincial municipalities nationwide.

• Among the 196 provincial municipalities, only 65 have achieved consistency.

• Out of these 65, only 38 have successfully closed their consistency.

New Section

This section emphasizes the importance of requesting technical assistance from CEPLAN for open or incomplete consistencies. It also mentions the requirement to have an approved multi-year institutional strategic plan by April 30th.

Requesting Technical Assistance and Multi-Year Plan

• Municipalities that are still open or incomplete in terms of consistency can request technical assistance from CEPLAN.

• CEPLAN can provide guidance and support to ensure completion and registration of consistencies.

• It is crucial to have a multi-year institutional strategic plan (Poe) approved by April 30th of this year (2022).

• The Poe should cover the years 2024 to 2026.

Timestamps are provided as requested.