Mobilization Phase

The Mobilization Phase is about getting the pieces in place for a successful planning process. This page covers the major steps of the Mobilization Phase.

Align resources. Identify the people you will need and the process you will follow.
  • It is particularly important to identify a leader of the process. The leader designs the planning process, guides the participants through it, helps them interpret the information they encounter, and facilitates the development of solutions.
  • Form a core project team that will perform the day-to-day work of the project. The project team typically consists of finance staff.
  • Identify resources that will be helpful to the project, but are not on the project team. These could be internal resources, like a member of the human resources department to help forecast personnel costs. These could also be external, like the head of the local chamber of commerce to advise on business conditions.
  • Design a graphical process map. This will help participants see their role in the process. It will also give them greater confidence that the process is technically sound.

Preliminary analysis. Begin to diagnose financial condition and critical financial issues facing the government.
  • An initial scan of the financial environment is indispensible. Consider involving elected officials with low-pressure format, like individual interviews on their views of the environment.
  • You could also do preliminary revenue/expenditure forecasts or financial trend analysis of key indicators (e.g., revenue per capita). 
  • Only do a preliminary forecast if you have forecasting experience and credibility.

Service-level objectives. Define strategic service priorities and objectives.
  • If you have a strategic plan, use it to define your service-level objectives.
  • If you do not have a strategic plan, consider undertaking a simplified service priority-setting process as part of financial planning.

Financial policies
. Set the standard against which long-term financial stewardship can be judged.
  • Self-assess your compliance with existing policies.
  • Identify needed new policies.

Define purpose and scope. Establish a common understanding of the purpose of the plan and set expectations for what planning will accomplish.
  • Develop a consensus on the problems planning is intended to solve.
  • Limit the scope of your planning to these issues.

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