Expert Details

Expert in Program Design & Management, Strategic Planning, and Institutional Development

Expert ID: 728431 Belize

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Expert holds a Bachelor of Science Degree in Aquaculture Engineering, a Master of Science Degree in Marine Biology, as well as numerous certificates of Executive and Management Courses held throughout the world, in topics ranging from Biodiversity Management to Political and Economic Reform. Some notable courses include 'Leaders in Development: Managing Political & Economic Reform' at John F. Kennedy School of Government at Harvard University; 'Negotiation and Decision Making Strategies' at Columbia University's Graduate School of Business; a Certificate in Fund Raising Management from the Center on Philanthropy at Indiana University; and Critical Components of Board Governance from BoardSource. During the last twelve years, his work experience has included the design, preparation and implementation of multi- sectored/multi-disciplinary Projects; biodiversity planning and management at both the national and regional level; general project design and management; project and institutional monitoring and evaluation; extensive institutional assessment and strategic planning consultancies, delivered multiple training courses both nationally and internationally to organizations in varying aspects of institutional development; and numerous national and regional consultancies focused on multi-country biodiversity management and policy formulation.

He prepared a Proposal for the Establishment of a Belize Civil Aviation Authority. This assignment focused on the integration of the Civil Aviation Department and the Belize Airports Authority to create a streamlined and efficient institutional framework for the overall governance and development of the aviation industry in Belize within international standards for service, safety and security.He developed a White Paper which examined all existing paradigms related to the integrated management of river basins and coastal areas, with a view to identifying gaps and loop holes, success stories, and lessons learned. This information was used to develop and propose a Ridge to Reef approach for the integrated management of river basins and coastal areas, as a paradigm that captures the physical and ecological linkages between land and sea, and as a fundable concept to be developed and implemented by IUCN on a global scale..He delivered an assignment commissioned by the Prime Minister of Belize and the Board of Directors of PACT, to conduct a comprehensive assessment of PACT, focusing on all aspects of the institutional environment (history, purpose, culture, motivation, political, economic, institutional capacity, process management, program management, inter-institutional linkages, etc.). Key components of the assessment included the evaluation of delivery of purpose, and the formulation of an Institutional Performance Monitoring Tool & Report Card. Expert was Lead Consultant in a 4-person team that conducted this assignment.Five Year Strategic Plan of the Central American Cooperation for Air Navigation Services (COCESNA – Belize, Guatemala, Honduras, El Salvador, Nicaragua and Costa Rica) - He developed a strategy and plan which included the redefinition of the institutional vision, mission, and guiding principles of COCESNA; analysis of the COCESNA present stage of institutional development, a ranked and weighted SWOT Analysis; the identification of strategic objectives and actions, and a Logical Framework Matrix as a monitoring and evaluation tool of the Strategic Pan.He preparaed a Shark Management Strategy and Guidelines for the Tropical Eastern Pacific Corridor (Costa Rica-Panama-Colombia-Ecuador) for IUCN Regional Office for Mesoamerica. - This regional strategic planning process involved the design of a regional consultation methodology and its application to all stakeholders in four countries, including the preparation and implementation of regional workshops, culminating with a regional Shark Management Strategy Framework harmonized and adopted in all participating countries. The framework developed had to be compatible and consistent with the fisheries laws and environment laws of Costa Rica, Panama, Ecuador and Colombia.

Education

Year Degree Subject Institution
Year: 1996 Degree: Master of Science Subject: Marine Biology (with focus on policy) Institution: National Polytechnic Institute of Mexico
Year: 1992 Degree: Bachelor of Science Subject: Aquaculture Engineering Institution: Technical Institute of the Sea, Guaymas Mexico
Year: 1987 Degree: Associate's Degree Subject: Biology & Chemistry Institution: Belize Technical College

Work History

Years Employer Title Department Responsibilities
Years: 2009 to 2010 Employer: International Union for the Conservation of Nature (IUCN) Title: Short-Term Consultant Department: Regional Office for Mesoamerica Responsibilities: He developed a White Paper for a fundable Global Ridge to Reef Framework to be implemented by the IUCN at a global scale.
Years: 2009 to 2010 Employer: Protected Areas Conservation Trust (PACT) Title: Short-Term Consultant Department: Board of Directors Responsibilities: He redefined the institutional vision, mission, and guiding principles of PACT; analysis of the PACT present stage of institutional development, a ranked and weighted SWOT Analysis; the identification of strategic objectives and actions, and a Logical Framework Matrix as a monitoring and evaluation tool of the Strategic Pan.
Years: 2009 to 2010 Employer: Protected Areas Conservation Trust (PACT) Title: Short-Term Consultant Department: Board of Directors Responsibilities: He conducted a comprehensive assessment of PACT, focusing on all aspects of the institutional environment (history, purpose, culture, motivation, political, economic, institutional capacity, process management, program management, inter-institutional linkages, etc.). Key components of the assessment included the evaluation of delivery of purpose, and the formulation of an Institutional Performance Monitoring Tool & Report Card. Expert was Lead Consultant in a 4-person team that conducted this assignment.
Years: 2009 to 2010 Employer: Central American Cooperation for Air Navigation Services (COCESNA) Title: Short-Term Consultant Department: Board of Directors Responsibilities: He identified a series of parliamentary procedures and institutional governance tools, presented within a policy document to guide the operations of COCESNA (a Six-Country Regional Public Services Company) to ensure delivery of purpose and compliance with legal and fiduciary responsibilities. The manual included the development of Board Self Assessment Tools to evaluate the Board of Directors performance.
Years: 2009 to 2009 Employer: Central American Cooperation for Air Navigation Services (COCESNA) Title: Short-Term Consultant Department: Board of Directors Responsibilities: He developed a strategy and plan included the redefinition of the institutional vision, mission, and guiding principles of COCESNA; analysis of the COCESNA present stage of institutional development, a ranked and weighted SWOT Analysis; the identification of strategic objectives and actions, and a Logical Framework Matrix as a monitoring and evaluation tool of the Strategic Pan.
Years: 2009 to 2009 Employer: Belize Department of the Environment Title: Short-Term Consultant Department: Environmental Impact Assessment (EIA) Responsibilities: He revised the EIA Regulations of the Environmental Protection Act, to ensure that the contents of the EIA Manual was both consistent with the Act and with a standardized EIA Manual Template developed for the countries of Central America by the Central American Commission for Environment and Development (CCAD).
Years: 2008 to 2009 Employer: Friends for Conservation and Development (FCD) Title: Short-Term Consultant Department: Board of Directors Responsibilities: He assessed institutional readiness for fundraising, identification of fundraising vehicles, fundraising campaigns, interpersonal-communication skills, personality traits, solicitation skills, and donor stewardship requirements for FCD; strategic objectives and actions, a marketing plan, a Logical Framework Matrix as a monitoring and evaluation tool of the Fundraising Strategy, timelines and budgets were also developed.
Years: 2009 to 2009 Employer: Belize Forest Department Title: Short-Term Consultant Department: Chief Forest Officer Responsibilities: He assessed the relevance, clarity and accuracy of the Forest Department’s Vision and Mission; the institutional and organizational structures of the Forest Department and determined their adequacy and efficiency in serving the needs of the department and the public; evaluation of the strategic planning tools of the Forest Department to determine relevance and coherence to overall organizational, ministerial, and national goals; consistency with the Forest Act, the Wildlife Protection Act, and the National Parks Systems Act; the effectiveness of the Forest Department’s internal quality assurance structures and mechanisms for transparency and accountability in program delivery; recommended adjustments to present institutional, organizational and programmatic arrangements to position the Forest Department to better assert its role as a strategic and necessary player in the management and development of Belize’s forests, biodiversity and natural resources.

Government Experience

Years Agency Role Description
Years: 1996 to 1998 Agency: Fisheries Department Role: Fisheries Administrator Description: He was responsible for the overall management of the fishing industry; compliance with regulations; international conventions, licenses and concessions; fisheries and marine research; Marine Protected Areas
Years: 1998 to 1999 Agency: CARICOM Fisheries Role: Director of Research Description: Directed lobster and conch research in seven countries of CARICOM, ensuring compliance with research protocols and application of findings to decision-making by fisheries Ministers of CARICOM.
Years: 1999 to 2007 Agency: Central American Commission for Environment and Development (CCAD) Role: Regional Director for the Mesoamerican Barrier Reef Description: Regional project design and implementation; regional strategic planning, policy formulation; field implementation of environmental monitoring in 4 countries (Belize, Guatemala, Honduras & Mexico).

Career Accomplishments

Associations / Societies
Association of Fundraising Professionals
Licenses / Certifications
Certification in Fundraising Management
Professional Appointments
Member of the Fisheries Advisory Board (Belize);
Member of National Environmental Appraisal Committee (Belize);
Member of the Steering Committee of the Caribbean Coral Reef Ecosystems Program of the Smithsonian Institution (Washington, D.C.);
Vice-Chairman of the National Biodiversity Committee (Belize);
Signatory to the CITES Management Authority in Belize;
Chairman of the Hol Chan Marine Reserve Board of Trustees (Belize);
Chairman of the Belize Barrier Reef Committee (Belize);
Member of CITES Scientific Authority;
Member of the Central American Advisory Committee to the Global Water Partnership (GWP);
Member of the Technical Advisory Committee to Mesoamerican Biological Corridor in Belize (MBC);
Director & Treasurer – Belize Association of Private Protected Areas (BAPPA);
Director – Mesoamerican Reef Fund (MARFund).

Additional Experience

Training / Seminars
Team-Building and Leadership Training to Senior Managers of the Ministry of Labour & Local Government – This intensive staff development training course focused on the skills needed to effect team-building and exercise leadership in a difficult work environment where institutional development is held hostage by division among staff and lack of staff motivation.

Board Development Training to the Board of Directors of Friends for Conservation and Development - Focused on re-examination of FCD purpose and reason for existence, vision, mission, guiding principles, revision of the Organizational Chart, differentiation between ‘institution’ and ‘organization’, Board member responsibilities, principles of Board Governance, the value of an institutional audit, the need for institutional performance evaluation tools, and the role of the FCD Board in fundraising.

Training Course to Senior Staff of the Agriculture Department in ‘Annual Work Plan Preparation & Standardization’ – This intensive course focused on planning at different hierarchical levels and step by step identification of objectives, activities, tasks, log-frame development and indicators to allow for measurable performance by the institution in a coherent and standardized manner.

Training Course to Staff of the Department of the Environment: Annual Work Plan Preparation & Monitoring and Evaluation - This intensive course focused on planning at different hierarchical levels and step by step identification of objectives, activities, tasks, log-frame development and indicators to allow for measurable performance by the institution, including the training of participants in the development of the Logical Framework Approach for monitoring and evaluation.

Training Course to the Association of Protected Areas Management Organizations (APAMO): ‘Principles & Techniques of Fund Raising – A practical introduction’
– This intensive course focused on steps needed to ‘institutionalize’ fundraising within APAMO as a specific and permanent program to be delivered by the institution; the skills and approaches involved in structured fundraising: building a Case for support, prospect research, market analysis, validation of needs statement, volunteer involvement, identification of fundraising vehicles, marketing plan, solicitation, stewardship, and renewal.

Other Relevant Experience
Workshop Preparation and Group Facilitation
Multi-Country Policy Formulation
Facilitation of Board Retreats
Project Design in multi-country context
Instituional Arrangements

Language Skills

Language Proficiency
Spanish Excellence in speech, reading and writing: both technical and grammatical
English Excellence in speech, reading and writing: both technical and grammatical

Fields of Expertise

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