activity design

 Integrated Performance Review and Evaluation Workshop (IPREW)

This activity design provides a structured process for conducting a unit-level year-end performance evaluation guided by DBM’s APR and OPCRF frameworks. It starts with an orientation on DBM guidelines and the unit’s annual targets, followed by a participatory review of physical and financial accomplishments, variance and trend analysis, and identification of performance gaps and root causes. The process integrates physical and financial data using prescribed DBM tools (e.g., SAFPP), clusters issues, and facilitates collaborative planning to define corrective actions and align next-year targets with agency priorities. The activity ends with the consolidation and presentation of results, commitment-setting, and documentation to inform the agency’s overall performance review and planning cycle.

Strategic Planning Workshop

This activity design outlines a structured, participatory strategic planning workshop that guides a unit or agency through reviewing its mandate, mission, and vision; assessing internal and external environments using tools like SWOT or TOWS; identifying strategic issues and opportunities; and formulating strategic goals, objectives, and initiatives aligned with agency priorities and long-term directions. The workshop includes facilitated sessions for setting performance indicators, mapping resources and risks, and developing a multi-year roadmap or calendar of activities. It concludes with the presentation, validation, and commitment to the draft strategic plan, ensuring ownership and alignment with organizational and national development frameworks.

Operations Planning Workshop


This activity design provides a step-by-step process for translating strategic objectives into actionable annual or quarterly plans through a participatory operations planning workshop. It begins with a review of the unit’s strategic plan, OPCRF targets, and agency priorities, followed by the identification and sequencing of key activities, resource requirements, timelines, and responsible persons. Participants map dependencies, set performance indicators, and align outputs with budget allocations to ensure feasibility and coherence. The workshop ends with the consolidation of an operations plan or work and financial plan (WFP), validation of commitments, and agreement on monitoring and reporting mechanisms to track progress throughout the year.

Old IPREW Program Flow

This activity design lays out a participatory process for conducting a year-end evaluation that reviews a unit’s physical and financial accomplishments against its OPCRF targets and DBM APR requirements. The workshop begins with an orientation on guidelines and a presentation of annual targets, followed by facilitated sessions for accomplishment mapping, variance and trend analysis, and root cause identification of gaps and challenges. Participants then integrate physical and financial performance data, cluster issues, and agree on lessons learned, improvement actions, and recommendations for the next cycle. The workshop concludes with the preparation and presentation of a consolidated year-end performance report, commitment setting, and documentation to inform agency-wide planning and decision-making.

PREWORK for IPREW


This activity design is a streamlined, 1–2 day pre-workshop where sections or divisions review their physical and financial accomplishments against OPCRF targets, validate data, and conduct basic variance and root cause analysis. The session focuses on consolidating results, identifying key gaps, lessons learned, and proposed solutions to feed into the official bureau or office-level year-end evaluation. It ends with the preparation of a simple accomplishment summary and initial recommendations to ensure smooth integration and alignment during the higher-level performance review.

Objectives of IPREW and PIR

An operations review focuses on assessing the efficiency, compliance, and effectiveness of day-to-day processes, resources, and support systems, while an implementation review examines progress in achieving the objectives, outputs, outcomes, and impacts outlined in the logframe, ensuring alignment with intended results and strategic goals. Since both perspectives are essential, operations providing the foundation for smooth delivery, and implementation ensuring that results are achieved, the two are combined in a weeklong Integrated Performance Review and Evaluation (IPREW) Workshop, allowing participants to systematically evaluate internal processes alongside program outcomes for a more holistic assessment and action planning.

Prework for the strategic planning workshop

The prework for the strategic planning workshop serves as a foundational step to ensure that all participants come prepared with a shared understanding of the agency’s current context, emerging trends, and future possibilities. It involves reviewing key performance data, policy directions, and ongoing initiatives, as well as completing a foresight planning exercise to identify potential future scenarios, opportunities, and risks that may influence the agency’s strategic priorities. This preparatory activity enables participants to engage in evidence-based and forward-looking discussions during the workshop, ensuring that the resulting strategies are both grounded in current realities and responsive to future challenges.