1. Roadmap City Water Fund Strategic Plan
Workshop 3 (complete earlier if possible)
To complete this section: review the problems, interventions and results chains, and map out the work over 5 years for each Action Area
Keep in mind the strategy to build credibility and influence, and create impact at scale
Keep in mind the resources to get the work done
Get feedback from Board members and other stakeholders about the roadmap, including “quick wins” that can support the strategy
City Water Fund Strategic Plan

2. Roadmap & Targeted Milestones
2018
2019
2020
2021
2022
5 Year Goals
Governance
Implementation and Science
Communications
Finance
Add your milestones for each Action Area, see Mexico City example

3. Mexico City example
Roadmap: Milestone Progress To Goal Note: in Mexico City WF, the following equivalents were used: Governance = Convene; Implementation & Science = Execute; Communications = Articulate; Finance = Sustain.
2018
2019
2020
2021
2022
5 Year Goals
Convene
Launch Water Fund
Create stakeholder critical mass of 50%
Finalize stakeholder and communication plan & begin executing early actions
Execute 2 key events
Increase stakeholder critical mass to 75%
Increase stakeholder critical mass to 100%
Complete stakeholder engagement plan
Maintain stakeholders critical mass
Actively engaged with CDMX on key Green Infrastructure projects and policies
To have a ‘critical mass’ of influential and publicly trusted organizations, formally participating at various levels within the Fund, with an appropriate balance of private companies, academia, NGOs and public sector institutions represented
Execute
Establish baselines for interventions (Recharge, Benchmarking, Flooding)
Launch Topilejo Second Component and 1 urban green infrastructure pilot project
Evaluate 1 additional urban green infrastructure pilot project
Establish baselines for interventions (Efficiency, Non- Revenue & Tariffs, Treatment & Reuse)
Launch City Benchmarking program
Operate 2 pilots and Launch 1 additional Pilot
Investigate additional potential Pilots
Evaluate potential to scale pilots
Establish baselines for interventions (Grey Infrastructure)
Execute Interventions (Efficiency, Treatment & Reuse)
Develop scaling plan and initiate scaling for appropriate pilots
Scale appropriate pilots
Execute Interventions (Non- Revenue, Grey Infrastructure)
Scale appropriate pilots and interventions
Pilot projects established as best practice
Achieve project-specific targets/KPIs associated with relevant interventions including saving/restoring conservation land (e.g., Topilejo project, helping recovery in the Chapultepec Forest), demonstration natural infrastructure effectiveness in improving recharge/resiliency (i.e., water parks to control floods) and other visible projects that help improve water security
Articulate
Engage on quick win Projects (Recharge, Benchmark, Flooding)
Engage on policies as appropriate (All interventions)
Engage on mid-term interventions (Efficiency, Non- Revenue, Treatment & Reuse)
Report progress
Update Stakeholder Engagement and Communication Plans
Engage on policies as appropriate (All interventions)
Engage on longer-term interventions (Grey Infrastructure)
Report progress 
Engage on new projects & initiatives
WF actively participating in policy and governance discussions
Report progress against 5 year goals
WF influencing policy and governance
Achieve project-specific targets/KPIs associated with relevant interventions that positively impact governance/public policy (e.g., influencing government agencies and non-governmental stakeholders to increase investment by 10% for water supply and sanitation infrastructure improvements, etc.)
Sustain
Secure donations & investments (73 M MXP)
Establish Endowment Fund
Secure donation and investments (57 M MXP
Operate Endowment Fund
Maintain donations and investments (50 M MXP)
Maintain donations and investments (44 M MXP)
Operate Endowment Fund (50 M MXP)
Maintain donations and investments (56 M MXP)
Mobilize $280 million of MXN and establish and maintain the operational structure of the Fund

4. Action Areas and Performance - Integrate
Note: in Mexico City WF, the following equivalents were used: Governance = Convene; Implementation & Science = Execute; Communications = Articulate; Finance = Sustain.
Action Area Purpose
Establish the credibility of the WF as the leading and central convener that can impact water security
Secure support to for formation and operation of the WF, including commitments for participation and financial resources
Convene
Q1 2018
Q2 2018
Q3 2018
Q4 2018
Targets
KPIs
Responsible
Cashflow
• Finalize and Launch Annual Plan • Define New Members Donation Scheme and Charter • Launch Waterfund • Create Stakeholder critical mass of 35% • Establish WF operational structure • Define and Execute Stakeholder engagement plan (including maps) • Engage and Showcase at World Water forum • Finalize Communications Strategy
• Follow up on engagement opportunities generated by launch Event • Start Trust (patronato) Body
• Engage and Showcase at World Water Week • Create Stakeholder critical mass of 15% (50% in total)
• Review and Update the Stakeholder engagement and Communications plans
• Achieve Stakeholders critical mass of 50% • # Deliverables/Milestones
achieved (Yes/No)
• % Stakeholder Critical Mass • Deliverable/Milestones (Yes/No) • X New Enhancements / Memberships / Joined Initiatives / Funds / New Connections / Value Information Exchange 8 out of 8
• Stakeholder Engagement Manager • Eduardo Vazquez • Board members - some should carry this with specific tasks
$2,934,000

5. Action Areas and Performance - Execute
Note: in Mexico City WF, the following equivalents were used: Governance = Convene; Implementation & Science = Execute; Communications = Articulate; Finance = Sustain.
Action Area Purpose
Coordinate and maintain participation in interventions and other initiatives, including natural infrastructure projects, to ensure they deliver scale
Execute
Q1 2018
Q2 2018
Q3 2018
Q4 2018
Targets
KPIs
Responsible
Cashflow
• Topilejo Second Component Launch (Jan) • Complete Tacubaya Green Infrastructure Pilot Assesment • Evaluate Chapultepec Green Infrastructure Pilot
• Initiate Baseline for Benchmarking • Design Tacubaya Green Infrastructure Pilot Executive Project
• Evaluate Granada Green Infrastructure Pilot • Design Chapultepec Green Infrastructure Pilot Executive Project
• Finalize Baselines for Recharge, Benchmarking, Flooding • Launch Tacubaya Green Infrastructure Pilot • Design Technology Innovation Recognition Award program • Design Benchmark Program
• Deliver baseline for benchmarking • Complete Topilejo 2nd component ,Tacubaya (Launch), Chapultepec (Design), and Granada (Evaluate) stages to meet budget and timeline goal • Design Innovation Recognition Award Program
• Project stages completed on time and to budget • Benchmarking Baseline delivered • Award program designed
• Operations Manager • Eduardo Vazquez
$30,932,000

6. Action Areas and Performance - Articulate
Note: in Mexico City WF, the following equivalents were used: Governance = Convene; Implementation & Science = Execute; Communications = Articulate; Finance = Sustain.
Action Area Purpose
Create a common vision of water security
Secure commitments for participation in interventions and other initiatives that can impact water security, including influencing water policies and governance
Articulate
Q1 2018
Q2 2018
Q3 2018
Q4 2018
Targets
KPIs
Responsible
Cashflow
• Engage on Policies as appropiate (Due to CDMX Admin Change) on Green infrastructure plan, Water law for CDMX, Water strategy for new admin • Create map for institutions and governance mechanisms on water security related issues • Engage to support all green infrastructure projects (Topilejo2, Tacubaya, and Chapultepec)
• Develop green infrastructure and water plan strategy for CDMX (for September when new authorities transition working groups) • Engage stakeholders based on map results in Q1 for relevant interventions • Continue engaging to support green infrastructure projects (all Quarters)
• Engage to support benchmark program • Engage to support the Innovation Award
• Engage with new CDMX Officials on all Water Security matters (green infrastructure, policies, etc.)
• X Number of Policies Influenced • X Number of New Partnerships (SEDUVI) • Number of new institutional organization partnerships (WRI standards) • $X M MXP raised for Green Infrastructure pilots through New Partnerships
• Number of Policies Influenced • Number of New Partnerships • Amount of Funds raised for pilots
• Stakeholder Engagement Manager • Eduardo Vazquez
$9,365,000

7. Action Areas and Performance - Transcend
Note: in Mexico City WF, the following equivalents were used: Governance = Convene; Implementation & Science = Execute; Communications = Articulate; Finance = Sustain.
Action Area Purpose
Secure long-term resources for ongoing operations and execution of interventions and other initiatives that ensure the WF can sustain itself
Sustain
Q1 2018
Q2 2018
Q3 2018
Q4 2018
Targets
KPIs
Responsible
Cashflow
• Secure funding for Topilejo2, Tacubaya, Chapultepec Pilot Projects in accordance to their stages • Secure funding from Dutch Government for additional support on Tacubaya Green Infrastructure pilot • Finalize and Deploy financing & fundraising strategy for 5 year plan
• Secure operating funds for Tacubaya and Chapultepec • Secure Grantee Authorization
• Request LAWFP support for • Secure 2019 total budget (50%) • Secure pending commitments frompartners • Secure operating funds for Tacubaya, Chapultepec and Granada Pilot Projects in accordance to their stages
• Secure operating funds for Granada Pilot Project • Secure new partnerships • Secure 2019 total budget (50% remaining)
• Deploy fundraising strategy, securing $72 M MXP (2018) and $57 M MXP (2019) investments to support operations and execute interventions • Secure Dutch partners $X M MXP funding for Green Ingrastructure pilots • Secure at least 3 new partnerships (15 M MXB total) • Obtain Grantee Authorization
• Financing and fundraising strategy deployed and support secured (operational and projects) • Funding secured 2018 (100%), and 2019 (100%) • # of New partnerships/15 M MXB) • Funds secured by $ X M MXP, from Dutch partners • Grantee Authorization obtained
• Eduardo Vazquez • Stakeholder Engagement Manager • Operations Manager • Board members - some should carry this with specific tasks • FEMSA
$12,420,000