Workshop Resources Portal

The Emerging Bangsamoro

Architecting a Hub for Resilient and Ethical Growth

Session Guides · Strat Planner Pro · Systems Strat Pro · MEL Dashboard · Plan Export

Investment Roadmap Workshop
8:30 AM – 5:00 PM
MTIT–BoI · BARMM
Cotabato City, Philippines
8Sessions
8SPP Modules
5SSP Modules
4Frameworks
4BSC Perspectives
5Facilitators
2035Vision Year
🔐

Access Workshop Materials, Strat Planner Pro & Systems Strat Pro

Session guides and worksheets are available to registered participants. Registration also grants access to both digital platforms — Strat Planner Pro (cloud-synced strategic planning with MEL & export) and Systems Strat Pro (systems thinking & AI advisory). Both platforms work offline; cloud sync requires authenticated login.

3 Sign In to Strat Planner Pro
4 Activate Systems Strat Pro
5 Download Pre-Read Pack
6 Collect Session Worksheets On-Site
Digital Strategy Platforms

Two Integrated Platforms for This Workshop

Strat Planner Pro provides the full strategic planning suite with cloud storage, BSC, PAPs, MEL, and export. Systems Strat Pro is its systems-based extension — adding causal loop diagrams, archetypes, and AI-driven feedback loop analysis.

Strat Planner Pro · Live Platform

Strat Planner Pro

The full-featured, cloud-backed strategic planning platform. Covers the complete planning-to-monitoring lifecycle — from SWOT and TOWS Strategy Matrix through Balanced Scorecard, PAPs Management, MEL Dashboard, and professional Plan Export.

🔗 Systems Strat Pro is built as the systems-based extension of this platform — adding causal loop diagrams, archetypes, and AI-powered systems analysis on top of SPP's strategic framework.
🔐 User Auth + Cloud Sync 📊 SWOT Analysis ⚔️ Strategy Matrix (TOWS) 🎯 Balanced Scorecard 📋 PAPs Management 🔁 Systems Thinking View 📈 MEL Dashboard 📄 Plan Export
Cloud Synced (Authenticated)
Local-Only (Offline Mode)
Online/Offline Status Indicator
Systems Strat Pro · Systems Extension

Systems Strat Pro

The systems-based extension layer for Strat Planner Pro. Adds dynamic causal loop diagram building, SWOT-to-systems mapping, 8 system archetypes, AI-powered loop analysis, and an interactive Strategic Options Generator grounded in leverage point theory.

🔗 Built on top of Strat Planner Pro's SWOT and BSC data — variables you define in SPP flow directly into CLD nodes and the AI Advisor's context.
📝 SWOT-to-Systems Engine 🔁 CLD Builder 📚 Archetypes Library ⚡ Options Generator 🤖 AI Strategic Advisor
Syncs with SPP Cloud Account
Local Project Mode Available
AI Advisor · Demo + Full Mode

Authentication & Cloud Sync — How It Works

Strat Planner Pro uses a sidebar navigation with real-time online/offline status indicators and visual cues distinguishing cloud-synced (authenticated) from local-only mode. Your BARMM investment project is safely stored whether you're online at the venue or working offline.

☁️
● Cloud Synced Mode
Authenticated login. All project data synced to cloud. Collaborate across team members. Access from any device. Version history preserved.
💾
◆ Local-Only Mode
No login required. Data stored locally. Full functionality available offline during workshop. Sync to cloud when connectivity resumes.
Sign In to SPP
Online
Offline Mode
Platform Feature Map

What Each Platform Covers

Use this reference to know which tool to open at each stage of the workshop day.

Feature / Module
Strat Planner Pro
Systems Strat Pro
User Authentication + Cloud Sync
Sidebar nav, online/offline status, cloud vs local mode
SWOT Analysis
Structured input, impact/likelihood scoring, AI generation
Strategy Matrix (TOWS)
SO / ST / WO / WT quadrants, AI strategy generation
Balanced Scorecard
4 perspectives, objective management, AI KPI suggestions
PAPs Management
Programs, Activities, Projects with budget monitoring
Systems Thinking View
SWOT matrix visualisation + impact-likelihood analysis
Causal Loop Diagram Builder
Drag-and-drop CLD canvas, R/B loop detection, leverage points
System Archetypes Library
8 archetypes (Kim & Anderson) with BARMM application
MEL Dashboard
KPI cards, progress tracking, status indicators, PAP overview
AI Strategy Assistant
SWOT, KPIs, strategic options, MEL insights via API
Plan Export
Professional strategic plan documents — PDF, Word, CSV, PPT
Strat Planner Pro · 8 Modules

Platform Modules Available to Participants

Eight integrated modules cover the full strategic planning lifecycle — from environment scanning through implementation monitoring and professional document export. All powered by an AI Edge function via the Strategy Assistant.

🔐

User Authentication & Cloud Sync

Module 0 · Foundation
All Sessions · Activate at Registration

Responsive sidebar navigation with online/offline status indicator. Visual distinction between cloud-synced (authenticated) and local-only mode. All project data securely stored and accessible from any device.

Sidebar nav with module quick-access
Online / offline status indicator
Cloud sync when authenticated
Full local-only mode — no login required
Row-level security per user project
Sign In to SPP
📊

SWOT Analysis

Module 1 · Session 1
10:15 – 11:15 AM

Structured input forms for Strengths, Weaknesses, Opportunities, and Threats. Each item scored on impact and likelihood. AI generation via the ai-strategy-assistant Edge function for BARMM-context SWOT population.

Structured input forms with rich metadata
Impact × likelihood scoring matrix
AI SWOT generation from context
SWOT matrix visualisation (Systems Thinking view)
Feeds into TOWS, BSC, and SSP CLD
Open SWOT Module
⚔️

Strategy Matrix (TOWS)

Module 2 · Session 2
11:15 AM – 12:00 NN

Four-quadrant TOWS matrix auto-populated from your SWOT analysis. AI generates strategic options per quadrant — SO (use strengths to seize opportunities), ST, WO, and WT — calibrated to the BARMM Integrated Halal-Driven strategy.

SO / ST / WO / WT quadrant layout
AI strategy generation per quadrant
Aligns with Options A–D evaluation
Exportable as Plan appendix
Open Strategy Matrix
🎯

Balanced Scorecard

Module 3 · Sessions 3–4
1:15 – 4:45 PM

Four-perspective BSC with objective management and AI-powered KPI suggestions via the ai-strategy-assistant. Define Financial, Stakeholder, Internal Process, and Learning & Growth objectives. AI generates KPI suggestions aligned to OIC/SMIIC and PDP 2023–2028.

4 perspectives — objectives + KPIs + targets
AI KPI suggestions per objective
Links to PAPs and MEL Dashboard
PHP 50B target · 2,000 halal MSMEs · 1-day reg
Open BSC Module
📋

PAPs Management

Module 4 · Session 4
2:45 – 4:45 PM

Track Programs, Activities, and Projects across all three implementation phases. Monitor budget allocation and utilisation. Link each PAP to its BSC objective and KPI for end-to-end accountability across Phase 1 Foundation (2026–2028), Phase 2 Acceleration, and Phase 3 Consolidation.

Programs / Activities / Projects hierarchy
Budget monitoring with phase envelopes
Lead agency and timeline assignment
Linked to MEL Dashboard KPIs
Open PAPs Module
🔁

Systems Thinking View

Module 5 · Masterclass + Session 1
9:55 – 11:15 AM

Built into SPP — visualises your SWOT as an impact-likelihood matrix and surfaces systemic interdependencies. The bridge between the structured SWOT data in SPP and the full CLD-based causal analysis in Systems Strat Pro.

SWOT matrix visualisation (bubble chart)
Impact × likelihood quadrant view
Identifies high-priority leverage variables
Bridges to SSP CLD Builder
Open Systems View
📈

MEL Dashboard

Module 6 · Post-Workshop Monitoring
Closing + Ongoing

Monitoring, Evaluation & Learning dashboard with KPI cards, progress tracking, on-track/at-risk/behind status indicators, and PAP overview. AI-generated MEL insights via the ai-strategy-assistant Edge function. Live sync in cloud mode.

KPI cards with current vs target values
Progress bars and status indicators
PAP overview with budget utilisation
AI MEL insights + learning recommendations
Open MEL Dashboard
📄

Plan Export

Module 7 · Synthesis
4:45 PM + Post-Workshop

Generate professional strategic plan documents directly from your SPP workspace. Export the full BARMM Investment Roadmap — SWOT, TOWS Matrix, BSC, PAPs, KPIs, and MEL framework — as a polished, print-ready document.

Professional PDF strategic plan
Word / DOCX editable format
CSV data export for BSC and PAPs
AI-generated executive summary
Export Strategic Plan

Integrated Platform Workflow for This Workshop

How to use Strat Planner Pro and Systems Strat Pro together, session by session.

1
Sign In + Set Up
Strat Planner Pro
Create project, set region context, enable cloud sync.
2
SWOT + Systems View
SPP + SSP
Input PEDSET & 7S findings; view impact-likelihood matrix.
3
TOWS + CLD
SPP + SSP
Generate TOWS strategies; build the 4 feedback loops.
4
BSC + KPIs
Strat Planner Pro
Define 4-perspective objectives; get AI KPI suggestions.
5
PAPs + Budget
Strat Planner Pro
Map programs and projects to BSC objectives and phases.
6
MEL Dashboard
Strat Planner Pro
Set baseline KPIs, status indicators, AI MEL insights.
7
Export Plan
Strat Planner Pro
Generate the professional BARMM Investment Roadmap document.
Balanced Scorecard · SPP Module 3

2035 Roadmap — Four Perspectives (Sample)

Manage all four BSC perspectives in Strat Planner Pro. AI generates KPI suggestions per objective, linked to your PAPs and the MEL Dashboard.

💰
SPP Module 3
Financial
Target: PHP 50 Billion investment by 2035
Grow regional investment inflows to PHP 50BAI KPI ✓
Achieve 8–9% annual GRDP growth rate
Reduce poverty incidence below national average
🤝
SPP Module 3
Stakeholder / Customer
Target: 2,000 halal-certified MSMEs
Certify 2,000 halal MSMEs by 2035AI KPI ✓
Increase investor confidence index to 75%
Establish BARMM as OIC-recognised Halal Hub
⚙️
SPP Module 3
Internal Process
Target: 1-day business registration
Reduce biz registration to 1 working dayAI KPI ✓
Operationalise BPLS and BEGMP platforms
Achieve full inter-agency data integration
🌱
SPP Module 3
Learning & Growth
Target: 100 trained halal officers
Train 100 halal certification officersAI KPI ✓
Build Moral Governance leadership capacity
Establish regional innovation and data hub
MEL Dashboard · SPP Module 6

Monitoring, Evaluation & Learning Dashboard

Live KPI tracking, PAP progress monitoring, and AI-generated MEL insights — all managed in Strat Planner Pro, synced in real-time when authenticated.

BARMM Investment Roadmap — MEL Dashboard

Phase 1: Foundation Building 2026–2028 · Live View

Cloud Synced
Open in SPP
Investment Inflows
₱8.2B
Target: ₱12B by 2028
● On Track
Halal MSMEs Certified
312
Target: 500 by 2028
● On Track
Biz Registration Days
3.2
Target: 1 day by 2028
◆ At Risk
Halal Officers Trained
28
Target: 40 by 2028
✕ Behind
GRDP Growth Rate
7.1%
Target: 8–9% annual
◆ At Risk
Program / Activity / Project
Type
Budget
Progress
Status
Halal Ecosystem Development
Program
Program
₱2.4B
● On Track
BPLS Digital Platform Rollout
Project
Project
₱380M
◆ At Risk
Halal Officer Capacity Building
Activity
Activity
₱95M
✕ Behind
Infrastructure-Energy Nexus
Program
Program
₱5.1B
● On Track
Indicative Programme

Workshop Programme of Activities

A full-day structured workshop — with both Strat Planner Pro and Systems Strat Pro active at each stage, colour-coded in purple and blue respectively.

8:30 AM
9:00 AM
Registration & Systems Onboarding
Opening
MTIT-BoI Staff

Welcome orientation, 12-Point Priority Agenda, regional growth indicators. Participants receive workshop kits and are introduced to both digital platforms.

Welcome Kit12-Point Priority AgendaRegional Growth Data SheetParticipant Journal
SPP: Sign in · Create BARMM project · Enable cloud sync
SSP: Activate workspace · Initial SWOT variables
9:00 AM
9:35 AM
Opening Ceremony & Messages
Ceremony + Keynote
DG Rosslaini · Minister Farserina · Sarah Radam

Invocation, National Anthem, BARMM Hymn. Contextualising investment as a tool for peace consolidation and Moral Governance. Strategic rationale — 8–9% annual growth target.

Ceremonial ScriptContext Framing DeckMoral Governance Brief
9:35 AM
9:55 AM
Retrospective: Previous Workshop Results
Retrospective
Addie Unsi & Sarah Radam · MTIT BoI Consultants

₱299.5B GRDP — Services 42%, Agriculture 32.4%, Industry 25.6%. Prior workshop outputs reviewed as baseline for today's strategy-building.

GRDP Performance DashboardSectoral Breakdown ReferencePrior Workshop Summary
SPP: Load prior project · Compare MEL baseline KPIs
9:55 AM
10:15 AM
Masterclass: Roadmapping via Systems Thinking
Masterclass
Alvin Silva · Lead Consultant

Introduction to CLDs, Reinforcing vs Balancing loops, and Leverage Points that trigger virtuous cycles of investment and development.

CLD Primer CardR vs B Loop Cheat SheetLeverage Point GuideMasterclass Slides
SPP: Systems Thinking view — impact-likelihood bubble chart
SSP: CLD Builder — build R1, R2, B1, B2 loops live
10:15 AM
11:15 AM
Session 1: Dynamic Scanning & Narrative Co-Crafting
Session 1
Addie Unsi · MTIT BoI Consultant

PEDSET Framework (external scanning) and McKinsey 7S (internal assessment). Identify systemic bottlenecks such as the Infrastructure-Energy Nexus and regional strengths including Halal Legitimacy.

PEDSET WorksheetMcKinsey 7S GridDynamic SWOT TemplateNarrative Canvas
SPP: SWOT module — input PEDSET findings with impact/likelihood scores; AI SWOT generation
SSP: SWOT-to-Systems Engine — tag stakeholders & timeframes for CLD
11:15 AM
12:00 NN
Session 2: Prioritising Strategic Options
Session 2
Alvin Silva · Lead Consultant

Evaluating Options A–D. Interactive TOWS Matrix — SO/ST/WO/WT strategies AI-generated in SPP. SSP Strategic Options Generator rates all four options on leverage alignment and feasibility. Group adopts Option D.

Strategic Options MatrixEvaluation Scoring GuideGroup Decision WorksheetOption D Rationale Brief
SPP: Strategy Matrix (TOWS) — AI generates SO/ST/WO/WT for Option D validation
SSP: Strategic Options Generator — rate A–D on leverage & political economy
12:00 PM
1:15 PM
Lunch Break & Prayer Time
Break
All Participants

Networking lunch, informal dialogue, and prayer time in accordance with Islamic practice. Reflect on morning outputs and surface questions for the afternoon.

Reflection Prompt Card
SSP AI: "What risks do you see in my morning SWOT profile?"
1:15 PM
2:45 PM
Session 3: Benchmarking & KPI Framework
Session 3
Alvin Silva · Lead Consultant

Aligning targets with OIC/SMIIC Standards and PDP 2023–2028. Defining measurable KPIs across all sectors. AI KPI generation in SPP Balanced Scorecard module.

OIC/SMIIC Standards ReferencePDP Alignment MatrixKPI Definition WorksheetBenchmarking Grid
SPP: BSC module — define objectives; AI generates KPI suggestions per perspective
SSP Archetypes: Check "Eroding Goals" — stress-test KPI targets
2:45 PM
4:45 PM
Session 4: Balanced Scorecard & Implementation Roadmap
Session 4
Alvin Silva & Addie Unsi · Consultants

2035 targets across 4 BSC perspectives. Three-phase roadmap: Phase 1 Foundation (2026–2028), Phase 2 Acceleration (2029–2032), Phase 3 Consolidation (2033–2035). PAPs mapped with budget envelopes and lead agencies.

BSC Strategy Canvas4-Perspective Worksheet3-Phase Roadmap TemplateLead Agency GridBudget Phasing Tool
SPP: Complete BSC + PAPs Management — map programs to objectives; set budget phases
SSP: Save version snapshot per BSC perspective
4:45 PM
5:00 PM
Synthesis & Call to Action
Closing
Shamera A. Abobakar · Director II, MTIT-BoI

Summarising the "Choose Bangsamoro" investment narrative, formalising Moral Governance commitments, and generating the professional BARMM Investment Roadmap document from Strat Planner Pro.

Synthesis Summary CardCommitment Pledge FormNext Steps Action Plan
SPP: Plan Export — generate PDF/Word BARMM Investment Roadmap document
SSP AI: "Summarise my full system and key leverage points"

Plan Export — Professional Strategic Plan Documents

When the workshop concludes, generate the complete BARMM Investment Roadmap as a professional document directly from Strat Planner Pro. The Plan Export module assembles your SWOT analysis, TOWS strategies, Balanced Scorecard, PAPs, KPIs, and MEL framework into a polished, print-ready output — with an AI-generated executive summary.

PDF Word / DOCX CSV Data Presentation
Export Strategic Plan
✦ AI-generated executive summary included
Participant Materials

Workshop Tools & Session Guides

Each resource maps to one or more modules across Strat Planner Pro and Systems Strat Pro. Physical worksheets and both digital platforms are designed to work together.

📋

Participant Pre-Read Pack

All Sessions · Registration
SPP OnboardingSSP Onboarding

BARMM economic trajectory, Moral Governance framework, systems thinking glossary, and onboarding guides for both Strat Planner Pro (sign-in, cloud sync, sidebar nav) and Systems Strat Pro.

Participant GuideSPP SetupSSP Setup
🔄

Systems Thinking Primer

Masterclass · 9:55 – 10:15 AM
SPP Systems ViewSSP CLD Builder

CLD notation, R/B loop identification, delay markers, polarity signs, and leverage points. Mirror the 4 BARMM feedback loops in SPP's Systems Thinking view and SSP's CLD Builder.

FrameworkReference Card
🗺️

Session 1: PEDSET & 7S Scanning

Session 1 · 10:15 – 11:15 AM
SPP SWOT ModuleSSP SWOT Engine

Group worksheet applying PEDSET + McKinsey 7S. Input findings into SPP's SWOT module (impact/likelihood scoring, AI generation) and SSP's SWOT-to-Systems Engine for CLD-ready variables.

Group Worksheet→ SPP SWOT→ SSP Engine
⚖️

Session 2: Strategic Options & TOWS

Session 2 · 11:15 AM – 12:00 NN
SPP TOWS MatrixSSP Options Generator

Physical evaluation matrix for Options A–D. Complemented by SPP's AI-powered TOWS Matrix (SO/ST/WO/WT quadrant strategies) and SSP's Strategic Options Generator for leverage-based feasibility scoring.

Evaluation Matrix→ TOWS→ Options
📊

Session 3: KPI & Benchmarking Template

Session 3 · 1:15 – 2:45 PM
SPP BSC ModuleSSP Archetypes

Three-column KPI template (baseline, 2028, 2035). AI KPI suggestions generated per BSC objective in SPP. Cross-reference against SSP Archetypes Library — especially "Eroding Goals" — to stress-test target integrity.

Template→ BSC AI KPIs→ Archetypes
🏗️

Session 4: BSC & Roadmap Canvas

Session 4 · 2:45 – 4:45 PM
SPP BSC + PAPsSSP Snapshot

Large-format canvas for BSC + 3-phase roadmap. Complete SPP's BSC and PAPs modules for the full digital roadmap. Save SSP version snapshots per perspective. Export via SPP's Plan Export when done.

Strategy Canvas→ PAPs→ Export
🌟

Synthesis & Commitment Card

Closing · 4:45 – 5:00 PM
SPP Plan ExportSSP AI Summary

Personal commitment card anchoring participants to the "Choose Bangsamoro" narrative. Before completing, export the professional roadmap from SPP and ask the SSP AI Advisor to "summarise my full system and key leverage points."

Commitment Card→ Export→ AI
🎓

Facilitator Session Guide

Facilitators Only

Detailed facilitation notes, timing cues, and contingency guides. Includes SPP and SSP integration cues per session — when to prompt participants to update their platform workspace, which module to open, and which AI queries to suggest.

Facilitator GuideSPP CuesSSP Cues
Analytical Frameworks

Key Frameworks — Platform Mapping

Four frameworks woven through every session, each mapped to specific modules in Strat Planner Pro and/or Systems Strat Pro for digital follow-through.

🌐

PEDSET Analysis

External Environmental Scanning

Six-domain macro-environmental framework for identifying external opportunities and systemic threats shaping BARMM's investment climate.

Political — governance autonomy & transition
Economic — GRDP performance & trade balance
Demographics — population youth dividend
Social — Islamic heritage & peacebuilding
Environmental — climate resilience & energy
Technological — digital transformation gaps
Platform Modules
SPP SWOTSSP Engine
⚙️

McKinsey 7S Framework

Internal Institutional Assessment

Seven interdependent elements of Bangsamoro's governance system — surfaces internal alignment gaps and institutional strengths for SWOT input.

Strategy — BDP 2023-2028 & sectoral roadmaps
Structure — parliamentary system & 15 ministries
Systems — BBNR, BPLS, BEGMP platforms
Shared Values — Moral Governance framework
Skills — halal & digital expertise gaps
Staff — MILF-to-government transition
Style — collective decision-making culture
Platform Modules
SPP SWOTSSP Engine
🔁

Systems Thinking & CLDs

Dynamic SWOT & Masterclass

Causal Loop Diagrams mapping circular cause-and-effect. SPP's Systems Thinking view handles impact-likelihood visualisation; SSP handles full CLD building and archetype analysis.

R1 — Investment-Development Virtuous Cycle
R2 — Governance-Investor Confidence Loop
B1 — Growth-Resource Constraints
B2 — Security-Investment Tensions
Archetypes: Limits to Growth, Fixes that Fail
Platform Modules
SPP SystemsSSP CLD
🎯

Balanced Scorecard

Sessions 3 & 4 · KPI & Roadmap

Translates the Integrated Halal-Driven Investment Strategy into measurable objectives. SPP's BSC module manages objectives and AI KPI suggestions; PAPs and MEL modules close the loop.

Financial — PHP 50B investment target by 2035
Stakeholder — 2,000 halal-certified MSMEs
Internal Process — 1-day business registration
Learning & Growth — 100 halal officers trained
3-Phase: Foundation / Acceleration / Consolidation
Platform Modules
SPP BSCSPP PAPsSPP MEL

Workshop Facilitation Team

Ministry of Trade, Investments and Tourism · Bangsamoro Autonomous Region in Muslim Mindanao

FA
Farserina A. Mohammad
Minister · MTIT–BARMM
Opening
RA
Rosslaini Alonto Sinarimbo
Director General · MTIT
Opening
AS
Alvin Silva
Lead Consultant · SPP + SSP Developer
MasterclassS2S3S4SPPSSP
AU
Addie Unsi
MTIT BoI Consultant · Env. Scanning
RetroS1S4
SR
Sarah Radam
MTIT BoI Consultant · Strategic Planning
RationaleRetro
SA
Shamera A. Abobakar
Director II · MTIT–BoI
Closing