mikocanares Business Planning, Capacity Building, Consulting Services, core expertise, Core services, Facilitation, innovation, Local economic development, Training

Step Up Conducts Community Based-Enterprise Training and Mentoring Sessions for Ofamen Cacao Farm

Step Up Consulting Services conducted a series of workshops to capacitate the men and women of Calunasan, Calape Bohol who are involved in making charcoal briquettes.

Through the grant provided by the farm which the family through its CEO Ms Joy Pulchra Ofamen-Sarabia, the briquette processing equipment and machinery are shared with 40 families who are now engaged in briquette making using cacao pods and other farm organic wastes that could otherwise end up polluting the environment. The briquettes provide access to alternative and cheaper form of energy over wood, burns cleaner firewood and release fewer greenhouse gases.

The team conducted a series of training workshops on business development, costing and pricing, workflow management system, enterprise models, and marketing to make their briquette products commercially viable and sustainable. These workshops were held beginning November 2022 and will continue towards the first quarter of the next year.

The Ofamen Cacao Farm in Calunasan, Calape, Bohol is a recipient of the WHWise: i B L E n D N I C E 4WomEn*, a program launched by the Department of Science and Technology- Philippine Council for Industry, Energy and Emerging Technology Research and Development l in partnership with Mindanao State University – Iligan Institute of Technology (MSU-IIT). MSU IIT is the program’s main implementer in collaboration with Miriam College (MC) and the University of the Philippines – Mindanao (UP-Min).

*WHWise: i B L E n D N I C E 4WomEn (innovation thru Building and Leveraging Entrepreneurship Development, Networking and Inclusive Community Engagement for Women Entrepreneurs) or Women-Helping-Women: Innovating Social Enterprises, is a program that brings together government agencies and private organizations to seek out and prepare women-led social enterprises for growth, scalability, and subsequent Venture Capitalist funding. The program provides a suite of services, including early-stage funding, training, skills development, mentorship, and business incubation. More importantly, it will provide access to technology to enable even women from rural communities to be part of the global economy.

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 Capacity Building, core expertise, Core services, Facilitation, local governance, Local Government Units, road asset management, Training

Step Up Conducts Training on Local Road Asset Management for Negros Oriental

Step Up Consulting strategy advisor was invited by the Provincial Government of Negros Oriental to conduct a training on Local Road Asset Management for the members of its local road network management committee. The training was conducted online last October 29-November 5, 2021.

The participants comprised of representatives from the provincial offices of engineering, accounting, planning and development, budget, treasury, internal audit, general services, and assessor. The training was based entirely on the Local Road Asset Management Manual (see picture above) prepared by Mr. Michael Canares for the Department of Interior and Local Government (DILG) with funding and technical support from the United Nations Development Program.

On 16 November 2020, DILG Secretary Eduardo Ano issued DILG Memorandum Circular 2020-155 mandating the adoption of the Local Road Asset Management Manual by local government units. This aims to improve the valuation and recording of local road assets for better local road management.

mikocanares Business Planning, Capacity Building, Consulting Services, core expertise, Core services, Financial Management, Local economic development, Non-Government Organizations

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.

mikocanares core expertise, Core services, Governance, Local Government Units, Research Projects

Step Up Team Wins Research Grant

encite OGD logoStep 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.

The announcement from OGP can be found here.

mikocanares Associates, Capacity Building, Consulting Services, core expertise, Core services, Financial Management, Non-Government Organizations

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.

mikocanares Asia, Business Planning, Capacity Building, Consulting Services, core expertise, Core services, Facilitation, Non-Government Organizations

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.

mikocanares Business Planning, Capacity Building, Consulting Services, core expertise, Core services, Facilitation, Financial Management, Governance

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.

mikocanares Capacity Building, Consulting Services, core expertise, Core services, Governance, Internal Audit

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.

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.