Step Up Trains DILG Region VII on RBM

DSC_8942

Step Up Consulting trained officials of the Department of Interior and Local Government – Region VII, on the basics of Results-Based Management.   The training intended to enable the participants, largely coming from the agency’s project development and management units (PDMU) in the Central Visayas region, to understand the basic concepts and principles of RBM as a tool in project development and management, practice the use of the RBM tools using case studies,  and craft a plan of action in mainstreaming RBM practices with Region VII’s project development, monitoring, and evaluation practices.

The training was attended by the regional PDMU office, including the provincial PDMUs of Bohol, Siquijor, Cebu, and Negros Oriental. The training was held on March 13-15 at Golden Prince Hotel and Suites in Cebu City.  It made use of a combination of adult-learning exercises, games, and case studies.

The participants expressed gratitude to the training team of Step Up Consulting for effectively carrying-out the learning exercises.

 

Step Up Facilitates Business Planning for Palawan Diagnostic Center

 

IMG_1589 - Copy

Step Up Consulting facilitated the business planning for a multi-specialty clinic and diagnostic center in Palawan last December 17-18, 2015 at Sunlight Hotel Palawan. The business planning activity was attended by board and staff members of the Padre Pio Multi-Specialty Clinic and Diagnostic Center.

The business planning sought to define the direction of the organization up to 2020 and the strategies to achieve this. It also helped redefine the roles and responsibilities of the different organizational stakeholders in achieving both strategic and operational goals.

Participants considered the activity as very productive and relevant to their needs.  Step Up consultants ensured that the design of the activity will meet the expectations or the organization; achieve desired outputs in a fun and productive way.

Step Up Partners with Transparency International on Open Data

TI PHLast 17 October 2015, Step Up Consulting Services (Step Up) and Transparency International-Philippines (TI-PH) co-organized Making Open Data User-Friendly: An Open Data End-User Engagement Workshop,through the generous support of the Southeast Asia Technology and Transparency Initiative (SEATTI). Combining talks from experts in open data, transparency and data use with interactive workshops, the event aimed to bring open government data to the doorsteps of concerned groups and individuals. This is Transparency International-Philippines’ second Technology for Transparency workshop, which is an overall initiative to use technology as a means to innovate integrity tools and promote transparency. TI-PH’s involvement in the workshop links the implementation and use of open data with the fight against corruption.

In partnering with TI-PH, Step Up Consulting Services aimed to share its research on the state of open data in the Philippines. The research was successful in pinpointing the various elements which interact and cause challenges for open data use. Step Up views the end-user engagement workshop as a springboard toward identifying, improving, and sharing the solutions identified for the challenges we face in opening data in the country.

Together, the workshop organizers gathered different experts and participants with a shared interest in making open data more accessible, comprehensible and most importantly, usable by potential beneficiaries. Speakers for the workshop were Michael Canares, Strategy Advisor of Step Up, Dr. Cleo Calimbahin, Executive Director of Transparency International, Dody Priambodo, Project Manager of SEATTI, Michelle Manza of the Open Data Task Force, and TJ Palanca, Operations Coordinator of Uber Philippines and data blogger at Jumbo Dumbo Thoughts.

Step Up Conducts Leadership Training for HS Students

IMG_20150704_090228Step Up Consulting sponsors the leadership training of thirty high school students of Sacred Heart College in Calamba Misamis Occidental.  The training was part of the SHS Alumni Batch 91 activities of which Step Up’s strategy advisor is the class president.  The training was conducted on 4 July 2015 at the school’s audio-visual room.

The students selected to attend the training were classroom officers of the school.  They were treated to a day of structure learning experiences, brief talks, and group-sharing activities to hone their skills in managing and leading groups.  The training drew heavily from Blanchard’s situational leadership principles.

Students who attended the training appreciated the value of activity and the school faculty expressed appreciation for the support of the sponsoring group.  Training program was provided by Step Up Consulting staff while food and logistics were shouldered by Batch 91.

Step Up Trains Community Leaders on Enterprise Management

A participant explains the asset and opportunities map during the enterprise development session.
A participant explains the asset and opportunities map during the enterprise development session.

PROCESS Bohol, Inc., commissioned Step Up Consulting to train its community leaders in Ubay, Bohol the basics of financial management.  The training, attended by more than 30 community leaders, was intended to assist the organizations manage their enterprises better and prepare them for eventual phase-out of PROCESS support.

Step Up has more than 10 years of conducting community-based trainings with different audiences – farmers, women micro-entrepreneurs, non-profit leaders, and local government leaders.  It uses participatory approaches in conducting its capacity building programs and makes use of “games” in order to “teach concepts”.  As one of the women leaders in this training remarked – “It is the first time that I understood complex financial management concepts in an easy, phased way”.

In the training, Step Up taught the community leaders the basics of enterprise management, how credit management is critical to business operations, and the different steps in ensuring that business decisions can be made based on available financial data.

Step Up Conducts Risk Management Training

Risk Management Training for BUSWACC
Risk Management Training for BUSWACC

Step Up Consulting was contracted by the Bohol United Sectors Working for the Advancement of Community Concerns (BUSWACC) to conduct a risk management training for its assisted entrepreneurs and entrepreneur groups last 28-29 November 2014. The training was conducted at the FCB Foundation Training in Tagbilaran City and was attended by more than 20 participants coming from different organizations and from different parts of Bohol.

Risk management is one of the key expertise of Step Up’s financial management division.  As a process to ensure achievement of company objectives, risk management is about the identification and evaluation of company risks with the intention of avoiding these risks or managing them to minimize impact. In recent years, risk management is at the core of management function and has been used also in  ensuring better internal audit and internal control.

The training was conducted by Arlen Salgados-Canares, Step Up’s lead consultant for financial services.

Step Up Facilitates Center for Community Transformation Board Retreat

Board and Staff of the Center for Community Transformation during its Board Retreat.
Board and Staff of the Center for Community Transformation during its Board Retreat.

Step Up consulting was contracted by the Center for Community Transformation (CCT) to facilitate its Board Retreat.  The strategy workshop of the organization was held at the CCT Retreat and Training Center last 21-22 November 2014. The event was attended by around 30 board members of the big CCT Family and approximately 30 members of its senior management. The topic for this year’s board retreat is ‘mentoring’.  A resource person provided the overall context of the event, Mr. Peter Lees of Sharpeting Stone (Australia).

CCT is an organized Christian response against poverty and social injustice. This is carried out through the fusion of social development initiatives and evangelical mission in a uniquely Filipino context. It serves urban and rural poor communities throughout the Philippines, in pursuit of its desire to see changed lives, strong families, and transformed communities centered on the Lordship of Jesus Christ. From a single organization years back, CCT is now a group of 12 ministries or companies focusing on health, education, skills training, and spiritual transformation.

CCT’s board is composed of Christian businessmen who are at the helm key businesses in the country and engaged in property development, pharmaceuticals, car dealership, food and beverage, and retail supermarkets.

Step Up Assists Rural Bank of Loboc

Board and staff of the Rural Bank of Loboc during the business strategy workshop.
Board and staff of the Rural Bank of Loboc during the business strategy workshop.

After five successful and profitable years of operation, the Rural Bank of Loboc, Inc. has grown in an unprecedented pace and achieved a set of financial indicators that speak of the bank’s operational sustainability. To revisit its directions and chart a new set of goals to 2020, the Board of Directors hired Step Up Consulting to facilitate the process to assist them in looking at their bank operations and plan for the next six years.

As a culminating event,  a workshop was held at the bank’s office in Loboc, Bohol on 9 November 2014. The workshop was attended by 5 of its board of directors, one bank consultant, and all members of the staff. The workshop resulted to a strategic plan that the Board will pursue to 2020.

The Rural Bank of Loboc was conceptualized in early 2004 as a major component of The Grand Dreams for the Development of Loboc. This dream, which served as a guide for the administration of Mayor Calipusan, focused on key priority areas labeled as LITHOPE – which stands for livelihood, infrastructure, tourism, health, organizational strengthening, peace and order, and education.  The idea then was to revive a previous proposal of converting the credit cooperative into a rural bank to finance development initiatives in the municipality.  If this would not work, it was planned that local Lobocanons will be organized to set up a bank that would serve the town’s financing needs for agriculture, small and medium-scale enterprises, and other productive activities, with the end view of promoting economic growth and development of Loboc and the economic empowerment of the Lobocanons. The second route was decided as the most viable option.

To date, the Rural Bank of Loboc serves the financing needs of the town of Loboc and nearby municipalities.

Step Up assists Visions of Hope Christian School

VOHCS board and staff during the workshop.
VOHCS board and staff during the workshop.

Step Up assists Visions of Hope Christian School (VOHCS) in its strategic planning exercise conducted last 13 October 2014. The workshop was held at the Ascott Hotel Makati and was attended by the Board members and staff of VoHCS headed by Board President James Tioco.

The Visions of Hope Christian School provides free pre-school education and shares the Gospel to children and youth from poor families. VOHCS has established 27 community based kindergarten schools. VOHCS also runs three residential schools. Two of these schools, in Magdalena and in Puypuy, hoise children from the streets. The third one, in Sarangani Province, houses children from the B’laan and Taga Kaolo tribes.

VOHCS is part of the bigger Center for Community Transformation (CCT) family.  According to CCT’s website, CCT “is an organized Christian response against poverty and social injustice. This is carried out through the fusion of social development initiatives and evangelical mission in a uniquely Filipino context. It serves urban and rural poor communities throughout the Philippines, in pursuit of its desire to see changed lives, strong families, and transformed communities centered on the Lordship of Jesus Christ.”

 

It was founded in 1992 by development practitioners who believe that development strategies could best be achieved by enriching the spirituality of a person. Over the years, the Lord has enabled the organization to deliver wholistic, sustainable, and community-based programs and services that cater to the needs of the whole family. These services have opened opportunities for the community partners to grow and reach their full potentials as individuals created in the image and likeness of God

 

 

Step Up Completes Internal Audit Mentoring for Misamis Occidental

PGMOC participants during one of the mentoring workshops.
PGMOC participants during one of the mentoring workshops.

Step Up Consulting was contracted by the Provincial Roads Management Facility to conduct mentoring activities for the Provincial Internal Audit Office (PIAO) of Misamis Occidental on audit communications and audit recommendations monitoring from August to October 2014. The highlights of the engagement were the conduct of mentoring workshops on the two topics.

The mentoring activity was intended to enable participants to understand the importance of monitoring and tracking internal audit recommendations;  learn how to establish an effective internal audit monitoring system; and know the importance of communication and writing skills in providing effective and persuasive management advise. As part of the outputs of the mentoring process, the PIAO was able to draft an Audit Recommendations Monitoring process, and a draft Audit Communications Plan.

Step Up was greatly appreciated by the participants for the topics they learned and for the process the mentors used in conducting the mentoring activity.  The participants rated the Step Up 9.33 out of 10.  The Step Up team was composed of Alvin Luis Acuzar, Jean Celeste Paredes, and managing consultant Michael Canares.