Day 1, Friday, 17-October

 

9:00–10:30

Welcome and Introductions

 

 

 

Shari Turitz, Director of Programs, PHP - OSI, and Ellen Liu, Program Officer, PHP – OSI

 

 

 

Case Study: Presentation of a successful advocacy project using budget analysis (Institute of Public Policy – mental disability project)

 

Violeta Alexandru, Director, and Elena Iorga, Deputy Director, Institute of Public Policy

 

 

 

Group Discussion – Key elements of a successful budget monitoring and advocacy project

 

Teresa Guthrie, Director, Centre for Economic Governance and AIDS in Africa

 

 

10:30-11:00

Coffee Break

 

 

11:00-1:00

Introduction and Overview of Budget Work

 

 

 

Teresa Guthrie and Gubad Ibadoglu, Chairman of Management Board, Economic Research Center

 

 

 

- Definitions, Topics for Budget Monitoring and Expenditure Tracking, Methodologies, Data Requirements, Examples from other countries

 

 

 

- Budget process: phases, stakeholders, information, and opportunities for civil society engagement

 

 

 

Please read the documents, International Budget Project World Tour and Briefing Paper on Budget Monitoring and Policy Influence

 

 

1:00-2:00

Lunch

 

 

2:00-6:00

Group work in project teams to refine LOI into a concrete budget project

 

 

 

Teresa Guthrie and all facilitators with project teams

 

 

 

1. Define the specific problem you want to solve

 

 

 

2. Define the overall advocacy goal of the project

 

 

 

3. Define the advocacy objectives linking to advocacy goal

 

 

 

4. Define the research aim and objectives, the evidence and budget data required to inform and strengthen the advocacy objectives

 

 

 

5. Define the specific research question(s)

 

 

 

6. Define thescope of research

 

 

 

7. Identify appropriate indicators

 

 

 

8. Identify key partners, stakeholders

 

 

6:00 – 6:45

Wrap up of Day 1

 

Shari Turitz and Ellen Liu

 

 

7:30 – 9:00

Group Dinner at Hotel Restaurant

 

 

 

Participants:  For Day 2, please bring your draft stakeholder database for planning the data collection

 

 

Day 2, Saturday, 18-October

 

 

8:30 – 10:00

 

Review of Day 1 and Overview of Day 2

 

 

 

Shari Turitz and Ellen Liu

 

 

 

Development of Research Plan and Methodology

 

Teresa Guthrie

 

 

 

- Facilitated discussion of the phases in a project

 

 

 

- Outline of main components of a research plan (using one project team as example)

 

 

 

Coffee available throughout the morning

 

 

10:00 – 11:30

Continued - Development of Research Plan and Methodology

 

 

 

Teresa Guthrie

 

 

 

- Development of workplan

 

 

 

- Basic costing of workplan, budget development

 

 

11:30 – 12:30

Working Lunch

 

 

12:30 – 2:30

Presentation of projects by each team and critiques

 

 

 

All Project Teams

 

 

 

Coffee available throughout the afternoon

 

 

2.30 – 3:00

Workshop wrap-up and discussion of next steps

 

 

 

Shari Turitz, and Ellen Liu

 

 

3:00 – 8:00

Individual meetings with each project

 

 

 

All Project Teams with Facilitators

 

 

 

(Sign-up for times)