Step Up Strategy Advisor Facilitates ASEAN Workshop

PHOTO-2019-02-27-16-38-07(39) (1)

The Association of Southeast Asian Nations (ASEAN), the ASEAN Supreme Audit Institutions (ASEANSAI) and the ASEAN Inter-Parliamentary Assembly (AIPA) held a joint conference last 26 February 2016 with the theme “Laying the Foundation for Future Cooperation in Promoting Transparency and Accountability in the ASEAN”.

The workshop was held at the Sheraton Grand Jakarta Gandaria City Hotel, Indonesia and was attended in by almost 100 participants from 14 countries coming from within and outside the ASEAN. Mr. Michael Canares, Strategy Advisor of Step Up Consulting was hired by GIZ to help design and facilitate the whole day event.

The event was spearheaded by ASEANSAI, a relatively young regional organisation of ten audit offices in the ASEAN region and supported by GIZ.  The event intended to bring together the three organizations  (ASEAN, ASEANSAI and AIPA) to explore more coordinated framework for future joint action and inter-agency collaboration for fostering state-society relationships in ASEAN, including efforts towards Good Governance, transparency and accountability.

Step Up Conducts Year-End Assessment for DILG Region VII

TET_3518Step Up Consulting was contracted by the Department of Interior and Local Government Region VII Regional Office to facilitate the review on the implementation of locally-funded projects as well as a strategic planning for the year 2019.  The activity was held on December 19-21, 2018 at the Bohol Bee Farm Resort in Dauis, Panglao Island.

The activity was attended in by the DILG officials from the four provinces of Region VII, namely Bohol, led by Mr. Johnjoan Mende, provincial director; Cebu, led by Mr. Jerome Gonzales, provincial director; Negros Oriental, led by Mr. Dennis Quinones; and Siquijor, led by Mr. Kenneth Kilat.

Step Up Facilitates Consultation Workshop of Plan PH on youth employment and entrepreneurship

planPlan Philippines (PLAN Ph) conducted a 2-day consultative workshop with its key partners working on youth employment and entrepreneurship on February 28-March 1, 2017 to solicit ideas and strategies, identify programmatic areas of convergence on youth employment and development, discuss gaps and challenges on youth employment solutions,  and identify opportunities for labor market initiatives and industry development. The result of the consultative workshop will be used by PLAN Ph in developing a possible future proposals on youth employment and entrepreneurship in Region VIII.

PLAN Ph has implemented  the Igniting Youth Employment and Livelihood Opportunities in Typhoon-affected Areas project funded by Accenture and Plan Netherlands since 2014. The project is a multi-stakeholder intervention delivering technical/vocational and employability (soft) skills to marginalized youth between the ages of 17 and 30 in Guiuan, Salcedo, Balangkayan, Hernani and Tacloban municipalities severely impacted by Typhoon Haiyan.

Step Up Consulting was contracted by Plan Philippines to facilitate and document the workshop held at Leyte Park Hotel and attended by more than fifty participants, including youth representatives.

 

 

 

Step Up Facilitates Ilog Kinderhome Strategic Planning

IMG_20170112_165518Ilog Kinderhome Foundation, Inc., a long time all of Step Up Consulting, conducted its strategic planning workshop last January 4-5 2017 at Zaycoland Resort in Kabangkalan City, Negros Occidental.  The workshop, attended by board members and staff of Ilog Kinderhome,reviewed its four-year strategic direction and charted a new strategic plan up to 2020.

Step Up Consulting was contracted to facilitate the activity.  Step Up has been working with Ilog Kinderhome since the time that it implemented an EU -funded project for children in the province of Antique.

 

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 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.

 

Step Up Conducts Training on Financial Management

FM participants during the training workshops.
FM participants during the training workshops.

The Bol-anon United Sectors Working for the Advancement of Community Concerns (BUSWACC) contracted Step Up Consulting to conduct a series of financial management training for its member organizations, assisted cooperatives, individual entrepreneurs, and people’s associations . The training on Basic Financial Management was conducted last 27-28 August 2014 at the FCB Foundation training room.

The training is the first of a series of training activities on financial management sponsored by BUSWACC. Ms. Arlen Canares, training specialist on financial management of Step Up was the resource person for the activity.

The participants appreciated the learning sessions that focused on the importance of recording, financial analysis, cash management, and internal control.  The workshop employed a variety of training methodologies that enabled the participants not only to learn the concepts but also try specific skills on their own.  Financial management training is one of the core expertise of the firm.

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 Assists DILG

Mr. Canares and the participants of the PRMF/DILG consultative workshop on LRMPA.
Mr. Canares and the participants of the PRMF/DILG consultative workshop on LRMPA.

Step Up Consulting Services was contracted by the Provincial Road Management Facility to assist the Department of Interior and Local Government (DILG) in reviewing its Local Road Management Performance Assessment Tool (LRMPAT), a tool in assessing the performance of local government units.   A consultative workshop was done with representatives of regional offices of DILG across the country last 22-23 May 2014 at The Linden Suites in Ortigas, Manila.

The Local Road Management Performance Assessment (LRMPA) Consultative Workshop started at 8:45 a.m. on 22 May with an opening program where Ms. Ruby Romero of DILG – SLRF  thanked the PRMF Team and Department of Foreign Affairs and Trade (DFAT) of the Australian Government for the support and partnership with DILG. For his part, Mr. Luke McNamara, Capacity Development Manager of PRMF emphasized the importance of sharing insights and experiences in the course of the workshop to further understand and improve the LRMPAT.

The LRMPAT was developed in 2012 when Mr. Canares was still the Monitoring and Evaluation Coordinator of PRMF.  The tool was pilot-tested in select cities and provinces in the same year to serve as input to the tool’s final revision.  Mr. Ronet Santos was then contracted by PRMF to facilitate the whole process.  In 2013, DILG rolled-out the implementation of the tool nationally and thus the need to hear the perspectives of those conducting the assessments in the provinces and cities.

A total of 46 participants attended the two-day workshop.  Mr. Michael Canares was the lead facilitator of the activity while Ms. Jean Celeste Paredes was its documenter.