mikocanares Africa, Asia, Consulting Services, core expertise, Core services, Gender and Development, Local economic development, Results-based Management

Step Up Consulting Completes Assessment Study on Microfinance Client Continuity and Loan Program Impact

In a proactive stride aimed at fortifying the efficacy and longevity of microfinance initiatives, Step Up Consulting has wrapped up an insightful assessment study shedding light on pivotal factors influencing client continuity and engagement within microfinance institutions (MFIs).

The study meticulously examined the concerning trend of active borrowers transitioning into inactive status within MFIs. This trend, which has sparked concerns among MFI leadership, underscores theneed to uncover the root causes behind clients’ hesitancy to participate in subsequent loan cycles.

Understanding that sustained client involvement is paramount for the success and societal impact of microfinance endeavors, the study delved deep into the intricacies of client behavior and preferences. Its objective was to produce actionable insights to fortify strategies for bolstering client retention and participation.

By grappling with the core challenges impeding client continuity and engagement, the study meticulously explored avenues to foster a more inclusive and sustainable microfinance landscape. Such an environment holds the promise of harnessing the transformative potential of financial inclusion to its fullest extent.

mikocanares Associates, Capacity Building, Consulting Services, core expertise, Core services, Facilitation, Results-based Management, workshops

Step Up Facilitates Annual Review and Planning of the Immaculate Conception Parish

The Step-Up team facilitates the Annual Review and Planning of the Immaculate Conception Parish Pastoral Plan on 15 July 2023.

The sessions aim to reaffirm the vision, mission, and goals, of the parish as articulated in its Parish Pastoral Plan, assess the implementation of the Parish Pastoral Plan for 2022 to 2023 and identify accomplishments, gaps, and opportunities for improvement and plan the activities for 2023-2024.

The workshop was able to determine the importance of collective contributions to shared goals, celebrate the accomplishments, and be inspired to plan for the future and share the joy with parish workers and volunteers in discussing parish priorities in a safe, welcoming, and empowering environment.

Msgr. Harold Anthony S. Parilla, thanked the team for facilitating the workshop and for reviewing the implementation of the plan. He also encouraged parishioners to continue pursuing planned activities to achieve shared goals. 

mikocanares Consulting Services, core expertise, Monitoring and Evaluation, Research Projects, Results-based Management

Step Up Evaluates BIDEF’s DRR Initiatives

Step Up Consulting completed the terminal evaluation of the project Disaster Risk Reduction Initiatives in Vulnerable Areas Toward Effective Governance and Resilient Communities (DRILLS) in the Municipalities of Loay, Loboc and Sevilla, Bohol Province, Philippines by BIDEF, Inc. with the funding support by MISEREOR.

The project intended to capacitate local communities especially those living in high-risk areas in disaster prevention, mitigation and preparedness. When they are capacitated through organized Community-Based Disaster Brigades (CBDBs), utilization of the approved DRRM and other relevant plans and early warning systems, communities are able to engage and respond to any disaster situations and reduce the impacts of risks and damages caused by disasters.

The evaluation involved triangulation of approaches: a combination of survey, focus groups discussions and key informant interviews and evaluation of program traces or documentation. Step Up Managing Consultant Hedz Paredes led the evaluation process.

mikocanares Africa, Capacity Building, Consulting Services, core expertise, Core services, Facilitation, Monitoring and Evaluation, Non-Government Organizations, outcome harvesting, Results-based Management, Training

Step Up Trains Ugandan CSOs on Monitoring, Evaluation, and Learning

Step Up’s strategy advisor, Michael Canares, was contracted by Common Ground Consulting to train civil society organizations (CSOs) on monitoring, evaluation, and learning. The training, which was held on 15-18 February 2022 via Zoom, is part of the various training programs conducted for Ugandan CSOs by the Civil Society Strengthening Activity (CSSA) training program funded by the United States Agency for International Development.

Twenty-two CSOs attended the training. The cohort included representatives from the Uganda Women’s Network, the National Coalition for Human Rights Defenders, White Ribbon Alliance, Civil Society Budget Advocacy Group, ICT Policy Center for Eastern and Southern Africa, among others.

Synchronous sessions took place from 1 to 5 pm Uganda time (5 to 10 pm Philippine time). Asynchronous sessions, on the other hand, took place every morning of each day through organization-based assignments that are required to be presented during the synchronous sessions each day.

The participants appreciated the training design and delivery. At the end of the training, most of them were excited to use their knowledge to improve the M&E systems of their organizations.

mikocanares Consulting Services, core expertise, Core services, data for development, Monitoring and Evaluation, project management, Research Projects, Results-based Management

Step Up Signs Evaluation Contract with SWCF

Step Up Consulting signed a contract with Soil and Water Conservation to conduct the end-of-project evaluation of its project implemented in Bohol, Philippines.

The project entitled the project “Strengthening the Capacity of a Farmers Federation and their Communities to Address Climate Change in Bohol, Philippines”, was implemented in the Province of Bohol with funding support from Misereor.  The project aimed to continue to address the institutional strengthening of a farmer’s federation by providing (1) organizational management and technical training/workshops, monitoring, and evaluation; (2) further capacity building for members of the federation; (3) assistance for sustainable management and conservation of the environment including climate change adaptation, DRRM, biodiversity conservation and protection while strengthening environmental ethics in the local community, especially the youth; and (4) facilitation in formulating implementable Disaster Risk Reduction Management and Contingency Plan of the barangays.

The project is implemented benefitting the farmers federation composed of more than 10 cooperatives and farmers associations located in several towns in central Bohol, 15 Barangay Local Government Units (BLGUs) in the municipality of Batuan, selected elementary or secondary school students and teachers in the project municipalities, and community residents in barangay Bahi, Albuquerque, where the SWCF office is located.

Project evaluation is part of Step Up Consulting’s primary expertise. The team at Step Up will be lead by its Research Lead, Ms. Jean Celeste Paredes.

mikocanares core expertise, Core services, Monitoring and Evaluation, project management, Research Projects, Results-based Management

Step Up Completes Evaluation of DRRM Project

Step Up Consulting conducted the midterm evaluation of a disaster risk reduction and management project implemented by the Bohol Integrated Development Foundation in three municipalities in Bohol. The project, Disaster Risk Reduction Initiatives in Vulnerable Areas Toward Effective Governance and Resilient Communities in the Municipalities of Loay, Loboc and Sevilla, Bohol Province, Philippines, is now on its third year and is funded by MISEREOR.

The project aims to increase the knowledge and capacities of the individuals and to comprehensively formulate a plan and budget for disaster risk reduction and management. The project intends to capacitate local communities especially those located in high-risk areas, to become more aware and active in disaster prevention, mitigation and preparedness.

The evaluation involved triangulation of approaches: a combination of survey, focus group discussion, key informant interview and evaluation of program traces or documentation.

A review and analysis of documents specifically on project documentations, minutes of meetings, photographs, progress reports, ordinances and other relevant data were made to evaluate the extent of effectiveness in the other variables identified.

A survey was conducted to gather relevant data more particularly on two aspects included in the evaluation framework.  This investigated areas of interventions versus need and results versus objectives. The survey included the barangay officials and members of the volunteer groups. The questionnaire was developed, validated and pilot tested prior to the actual conduct. 

Jean Celeste Paredes, Step Up’s research chief, led the team that conducted the evaluation. The final report was submitted to BIDEF in February 2021.

mikocanares Associates, Capacity Building, Consulting Services, core expertise, Core services, Governance, Monitoring and Evaluation, project management, Results-based Management, road asset management

Step Up Strategy Advisor is M&E Advisor for Vanuatu Roads Project

Image courtesy of Adam Smith International

Michael Canares, Strategy Advisor at Step Up Consulting is part of the implementation team of the Roads for Development Program Phase 2 (R4D2) currently implemented in Vanuatu by Adam Smith International, with funding support by Australia’s Department of Foreign Affairs and Trade.

R4D2 will support the Government of Vanuatu’s Public Works Department (PWD) under the Ministry of Infrastructure and Public Utilities (MIPU).  The program commenced in June 2019 and will run to the end of June 2022, with an option to extend by two years, subject to DFAT approval. The program aims to contribute to the achievement of the Government of Vanuatu’s (GoV) National Sustainable Development Plan 2016-2030 (NSDP) goals, more particularly the following:

  • A dynamic public sector with good governance principles and strong institutions delivering support and services to all citizens of Vanuatu
  • Sustainable and well-maintained infrastructure and services for all, through inclusive and effective partnerships

Mr. Canares is R4D2’s short-term Monitoring and Evaluation Adviser.

mikocanares Consulting Services, core expertise, Core services, Facilitation, Monitoring and Evaluation, Results-based Management

Step Up Trains Phil-Am Fund grantees on Outcomes Reporting Using RBM

IMG_1576Step Up Consulting strategy advisor, Michael Canares, was engaged by the Gerry Roxas Foundation to train its grantees on outcomes reporting using a results-based management lens (RBM). The training was conducted in Belian Hotel in Tagbilaran City on February 6-7 2018.

Gerry Roxas Foundation manages and implements the United States Agency for International Development (USAID) grant facility called the Philippine-American Fund or Phil-Am Fund. Phil-Am Fund finances “local activities that support economic growth, good governance, anti-trafficking in persons, child and adult literacy, and environmental objectives of USAID in the Philippines”.

A total of 56 participants attended the training composed of roughly around 12 grantees of Phil-Am Fund.

Results-based management is a key expertise of Step Up Consulting. In the past, the firm has been engaged by international organizations as Louis Berger, Woord en Daad, Fundacion Ipade, SABIC Belgium to conduct monitoring and evaluation work.

mikocanares Capacity Building, Consulting Services, core expertise, Core services, Facilitation, Monitoring and Evaluation, Non-Government Organizations, Results-based Management

Step Up Conducts Most Significant Change Training

MSC Participants - CCT Tagaytay.
MSC Participants – CCT Tagaytay.

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.

 

mikocanares Asia, Capacity Building, Consulting Services, Facilitation, Local economic development, Local Government Units, Monitoring and Evaluation, National Government Agency, Results-based Management

Step Up Managing Consultant assists LGSP-LED

Mr. Canares during a workshop with LED focal persons coming from the 9 participating provinces.
Mr. Canares during a workshop with DILG, program partners, and LED focal persons coming from the 9 participating provinces.

Michael Canares, managing consultant of Step Up Consulting, was contracted by the Local Governance Support Program for Local Economic Development (LGSP-LED)  to advise on results measurement and reporting processes since September 2013. Currently, Mr. Canares is now on the final phase of the consulting engagement which will culminate with the preparation of a manual on measuring local economic development that local government units can use.

“The Local Governance Support Program for Local Economic Development (LGSP-LED) is an eight-year (July 2008-July 2016) CAD $18 million collaborative project of the Canadian International Development Agency (CIDA) and the Philippines. It is implemented by a consortium of the Canadian Urban Institute (CUI) and the Association of Canadian Community Colleges (ACCC) acting as the Canadian Executing Agency (CEA). The CEA is working in partnership with the Philippine Department of Interior and Local Government (DILG). The Program purpose is to reduce poverty by strengthening local governance and supporting sustainable economic development. The Ultimate Outcome is expected to be improved local economic development for Filipino women and men.”(Dorotan and Frick, 2012, page 5).

LGSP-LED seeks to improve the measurement and tracking of local-level economic outcomes in the program, in particular those related to impact of the program’s activities on investment attraction, business formation and growth in enterprises (MSMEs).  Mr. Canares’ work was to assist the CEA in developing a set of indicators (along with the related methods for collecting baseline data, data sources for ongoing tracking, collection methods, frequency and responsibility) that could be easily tracked by LGUs and/or their private sector partners (chambers of commerce, local business clubs).