Step 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 Consulting Services was contracted by the Louis Berger Group, Inc. to draft the guidelines n Provincial Road Asset Valuation based on inputs from the Department of Public Works and Highways, the Department of Interior and Local Government, and Institute of Public Works Engineering Australia.
Road asset accounting is a problematic practice in the Philippines. The most recent pronouncement in road asset accounting was the New Government Accounting Systems (NGAS) promulgated in 2001 through COA Circular 2001-005. While the NGAS, through the NGAS Manual, prescribes the rules in accounting for road assets, the corresponding effect on financial statements is severe when the time the road assets are completed. Road assets on construction are debited to a Construction in Progress account but this is eventually closed to Government Equity account upon road asset completion. As a result, road assets are no longer valued in the financial statements but are only disclosed as Public Infrastructure in the Notes to Financial Statements.
This accounting treatment has several effects. Road assets are no longer treated as assets but expenses, theoretically, as the values are closed against the equity account. Correspondingly, monitoring these assets become virtually impossible because they are not considered as part of the fixed assets inventory, and thus, are not provided with depreciation. While road condition of the province has improved because of the rehabilitation, the provincial LGU’s value (represented by its equity account) decreased because the assets are technically charged against the equity account. Under normal circumstances, this could not have been possible. Asset acquisitions should have increased the net value of a local government unit.
This engagement is critical to ensure that road assets are valued in financial statements of local government units.
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 is among the five researchers/research teams granted with research funds by the Open Government Partnership (OGP) to undertake a study on the best method to build the capacity of civil society organizations on open government data. The action research entitled “Enhancing Citizen Engagement with Open Government Data” will be implemented in the next three months and is aimed at identifying the best approach to use in increasing citizen engagement with local governments through data sets published online.
The Step Up proposal was one of the more than 80 proposals screened by the OGP’s Open Data Working Group. Among the proposals submitted, Step Up made it to the top five, together with Open North, Inc of Canada, Mitrovic Development and Research Institute of South Africa, Mark Frank of the United Kingdom, and Sunlight Foundation of the United States. Step Up is the only research team from Asia.
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 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.
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) 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 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.
Step Up was commissioned by Woord en Daad to conduct the Most Significant Change (MSC) Training for its partners in the Philippines and Bangladesh. The training was conducted at the CCT Tagaytay Retreat and Training Center last 24-26 September 2014 and was participated in by 9 participants from the Philippines, 4 from Bangladesh, and 1 from the Netherlands, a representative of the commissioning organization.
Woord & Daad is an international development organization, established in the Netherlands, working in 20 countries with 29 partner organizations. A number of its partner organizations is interested in increasing capacity on learning through participatory methodologies. For this training, Woord en Daad chose Most Significant Change as the method to be implemented by two of its partners in the Philippines and one partner from Bangladesh.
MSC involves the collection of significant change (SC) stories emanating from the field level, and the systematic selection of the most significant of these stories by panels of designated stakeholders or staff. It intends to capture project outcomes, and in some cases, impact without having to use project or program indicators.
The participants were very impressed with the results of the training. The post-training evaluation of participants showed that Step Up scored very high in training facilitation, logistics, planning, and design. The main trainer was Michael Canares and Step Up handled all training logistical arrangements, from the design of training bags to the choice of training materials. Step Up will also provide post-training support to the organizations as they conduct their pilot implementation of MSC in their respective organizations.