2014年-世界发展银行全球_FY15-FY17_MNA_Business_Planning_3页_696kb

MNA Knowledge and Learning Fast Brief Summary (March 2014 · Number 99)

Core Content

This document outlines the new MNA (Management and Learning) business planning structure that will take effect on July 1, 2014. It focuses on the Regional, Global Practices (GPs), and Cross-Cutting Areas of Engagement (CCSAs), and describes how budgets and work programs will be managed and allocated under the new framework.

Main Points

New Business Planning Structure

• The Senior Management Team (SMT) will distribute three non-fungible envelopes to each of the Regions, GPs, and CCSAs.
• These envelopes include:
  • Cost of running the business
  • Country Engagement
  • Global Engagements

Regional Budgets

• Regions will receive two non-fungible envelopes:
  • Cost of running the business: Covers management structures, CMU and regional unit staff, country office administration, ACS, regional learning, and internal knowledge management.
  • Country Engagement: Funds regional, sub-regional, and country work programs. RVPs will allocate budgets to countries based on top-down guidance from the SMT.
• Budget allocation for these envelopes will be based on 3-year plans for FY15–FY17.
• Programmatic approaches (PA product line) for ESW and TA are encouraged.
• Staff and variable costs will continue to be charged to projects as before.

Work Program Agreements (WPA)

• The WPA process is simplified, with the following key features:
  • Consistent process across regions and GPs
  • Less transaction intensive
  • Single WPA between a region and GPVP, with a total of 6 WPAs for the Bank
  • No budget loaded at task level
• Lending and supervision coefficients will be introduced to simplify costing and WPA negotiations.
• Task coding for GP WPAs excludes internal process tasks (e.g., business development), and includes only lending, ESW, TA, and PA.
• Country Monitoring tasks are temporarily placed under PA.
• CMU managed tasks will be funded differently:
  • CMU staff funding comes from the Regional Program Management envelope
  • Country Engagement envelope includes limited variable costs for CMU-related activities
• No CMU contingencies are allowed; only a RVP-held Country Engagement contingency is permitted.
• Regional units such as MNARS, MNCMI, and MNACE are treated as CMUs, and their programs are included in Country Engagement.

Planning Timeline

• April 4 (Friday): CMUs must prepare a list of tasks and estimated costs by GP in the planning tool for FY15–FY17.
• April 4–15: Review of planning data by the Center.
• April 15: RMT retreat includes a session on FY15 Country Engagement.
• April 16–21: MNA may need to circulate and discuss plan data with GPVPs.
• April 21: Submission to SMT.
• May 5–6: SMT meeting to make final funding decisions; GPs will then start internal budget planning.

Key Information

• Funding Sources: External funds such as EFOs, RAS, and TFs are to be included in the WPA.
• Budgeting Basis: WPA costing is based on 3-year plans, with standard coefficients used for BB-funded IBRD/IDA LEN and SPN tasks.
• Special Notes:
  • Program leaders are funded 50% from the Country Engagement envelope and 50% from Regional Program Management.
  • Temporary AAA codes may be used for GP input to CMU tasks for planning and budgeting, but actual costs will be charged to the main CMU code.
  • Institutional, General, and Administrative units will receive one budget envelope and be normalized through the expenditure review.

Contact Information

• Director, MNAOS: Gerard Byam
• Manager, MNADE: Preeti S. Ahuja
• Regional Knowledge and Learning Team: Omer Karasapan and Mark Volk
• Tel #: (202) 473 8177
• MNA K&L Fast Briefs: http://go.worldbank.org/OXADZV71I0

Summary Notes

• The new planning structure aims to streamline and improve the efficiency of budgeting and work program allocation.
• Emphasis is placed on programmatic approaches and external funding.
• The process involves collaboration between Regions and GPs, with the SMT playing a central role in decision-making.