Step Up Assists Tagbilaran City Government

The ELA Workshop participants
The ELA Workshop participants

The City Government of Tagbilaran completed the review of its Executive-Legislative Agenda (ELA) last August 23, 2014. The three-day workshop, which culminated the series of preparatory workshops, fine-tuned the city’s ELA that was prepared in July 2013 before the 7.2 magnitude earthquake. And since the planning parameters changed dramatically, the need to come up with a plan that is relevant to the needs of the people and the City Government has become a necessity.

The event was attended by Mayor Baba Yap and the city department heads, the Sangguniang Panlungsod led by Vice-Mayor Jose Antonio Veloso and the city councilors, civil society representatives, representatives from the national government agencies, and the barangay captains.  The workshop  came up with prioritized the programs, projects, and activities that the city government will prioritize in 2015. Among these are the completion of the city hall’s repair, the provision of social and economic programs, and the needed rehabilitation of public infrastructure.

Step Up’s managing consultant, Mr. Michael Canares was the facilitator of the whole process including the pre-workshop activities that were conducted prior to the three-day workshop.

Step Up Facilitates Strat Plan for FCB Foundation

FCBFI
FCBFI Team during the workshop

Step Up Consulting was contracted by FCB Foundation, Inc. (FCBFI) to facilitate the process of crafting the strategic plan of the organization to 2020. This was the first time, after almost twenty years that the foundation reviewed its vision, mission, and goals. Executive Director Panfilo Asares said “It is important that we now revisit the directions of the foundation to make it relevant to the changing needs of the times”.

The process, which began with a review of the accomplishments of the foundation in the last five years, an analysis of the emerging trends of the country and the world, culminated in a workshop attended by the Board of Trustees of the foundation and its management committee. The workshop was held on 21 August 2014 at the board room of the First Consolidated Bank, the parent organization of FCBFI.

The strategic document, the output of this process, was consolidated by Step Up Consulting, aptly titled FCBFI 2020. This document outlines the directions of the foundation up to 2020.

FCBFI was very pleased with the outcomes of the process and thanked Step Up Consulting for its work.

Step Up Completes LDN Internal Audit Strengthening Contract

Mentoring sessions with LDN Internal Audit Team.
Mentoring sessions with LDN Internal Audit Team.

The Provincial Road Management Facility engaged Step Up Consulting to coach or mentor the Provincial Internal Audit Office (PIAO) of Lanao del Norte in order to strengthen the capacity of PIAO in three areas – conduct of audit engagement, audit report writing, and audit compliance monitoring system. The Step Up team was composed of Managing Consultant Michael Canares and Alvin Luis Acuzar, Learning Manager.

The mentoring process involved  a combination of the following: (1) On-site mentoring consisting of a three-day theory-building exercise with concrete application on the audit of one priority risk area of the Provincial Engineer’s Office of Lanao del Norte.; and (2) and online mentoring on the actual engagement process and the writing of audit report. For this purpose, Step Up made use of Facebook as an online mentoring platform.

As a result of the engagement, the PIAO of the Provincial Government of Lanao del Norte was able to prepare its first Audit Engagement Plan which documents the planned, strategic, objective-based approach in conducting the audit of the Provincial Engineer’s Office. Conducting the audit activities based on planned work program is just part of the audit fieldwork process. The critical and important part is the audit documentation process through the preparation of working papers that became the basis in the preparation of audit findings and recommendations. The internal audit office was able to show improved competence both in the area of audit evidence-gathering and audit documentation. Finally, based on the results of the fieldwork as documented by the working papers, the Internal Audit Office was able to prepare audit findings and recommendations.

According to PIAO chief Chirelyn Leopoldo, the mentoring approach used by Step Up Consulting enabled them to learn audit concepts and apply them in actual work situations.  As a result, they were able to complete a full audit cycle and prepare the audit report which they have recently presented to the Provincial Engineering Office, the auditee in this case.

Internal audit in the context of local government units is one of the expertise of Step Up Consulting. To date, it has assisted the provinces of Bohol, Bukidnon, Guimaras, Davao del Norte and Lanao del Norte.