Invitation for Human Resource Management and Business Planning Workshop

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A workshop aimed at Strengthening the Capacities of MFIs focused on Human Resource Management and Business Planning will be held at ASKI TASEC, Nueva Ecija this March 1-4, 2016 . See the invitation for more details.

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    Strengthening the Capacities of MCPI Members: Human Resource Management and Business Planning

    1 4 March 2016| ASKI Talavera Agricultural and Social Enterprise Training Center, Nueva Ecija

    Background As microfinance institutions (MFIs) continue to expand their businesses to deliver a wider reaching and effective service, they also reshape their human resource (HR) practices. Confronted with varying challenges to the sector, many MFIs face high attrition at field-officer levels, while some experience attrition even at the supervisory and management levels. Staff composition is important in fulfilling an MFIs goals and objectives to serve clients. Most often, client retention is greatly affected by clients connection and warm relationship with branch staff and officers. At times, operational issues like fraud and improper treatment of clients arise on the staff level as well. It is necessary to learn how MFIs have previously dealt with the challenges of expansion and human capital to guide future business strategies or enact measures for recovery from operational setbacks. Moreover, social performance management (SPM) and client-protection practices are greatly affected by how every employee is treated and acculturated to the views and goals of an MFI. This workshop will focus on Human Resource Management and Business Planning, and aims to help inform MFIs of the existing standards and principles that are fundamental to HR management. Furthermore, this workshop will help microfinance practitioners learn about HR experiences of other MFIs. The goal of the workshop is to show how MFIs can address different HR concerns throughout their course of operation and use this knowledge as a basis in creating strategic business plans. The workshop, conducted in partnership with the Peoples Credit and Finance Corporation (PCFC), is part of a training series entitled Strengthening the Capacities of MCPI Members. The training series aims to address the capacity building needs of small and medium-scale MFIs that have limited access to professional development of their middle managers and staff. The workshop will be held on March 1-4, 2016 at the ASKI Talavera Agricultural and Social Enterprise Center in Talavera, Nueva Ecija with Alalay sa Kaunlaran, Inc. (ASKI) as host institution. The center is managed by the ASKI Skills and Knowledge Institute, Inc., the capacity building arm of ASKI catering to the capacity-building needs of its clients, non-clients, staff, and partner-MFIs. Objectives At the end of the 4-day course, participants would be able to:

    Understand the need for implementing sound HR tools and systems in efficient and sustainable MFI

    operations;

    Identify developments in HRM policies that adapt to growing MFIs;

    Formulate HRM mechanisms that comprehensively covers personnel evaluation, appraisal, and staff

    development that prevent mission drift and personnel inefficiency;

    Utilize knowledge in HRM to formulate effective strategic business plans.

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    Who Should Attend The training is open to Executive Directors, General Managers, Operations Managers and staff, and Human Resource officers and staff of small and medium-sized MFIs. Each institution can send a maximum of two (2) participants. Slots are limited and will be offered on a first come, first-served basis. Date and Venue March 1-4, 2016| ASKI Talavera Agricultural and Social Enterprise Training Center, Nueva Ecija About the Trainer/Host Institution Alalay sa Kaunlaran, Inc. (ASKI) was established in 1986 by a group of business leaders in the province of Nueva Ecija. The organization thought to respond to social issues like poverty and unemployment through micro-enterprise development. ASKI now has 94,705 active borrowers served through more than 55 branches and community development projects (CDPs) in provinces in Central and Northern Luzon. It has expanded into ten business units - ASKIs ten business units are ASKI Microfinance, ASKI Mutual Benefit Association, ASKI Foundation, ASKI Multipurpose Cooperative, ASKI Skills and Knowledge Institute, ASKI Global Ltd., Alalay Holding and Trading Corporation, i-Synergies, Inc., ASKI School of Knowledge, and ASKI Employees Credit Cooperative. The organization aspires to become a global development organization committed to holistic transformation by promoting socio-economic development through client-focused and financial and non-financial services anchored on Christian principles. The goals of ASKI are to promote the welfare of the poor; to extend financial assistance to its members through death benefits, medical subsidies, pensions, and loan redemption assistance; to ensure continued access to benefits and resources by actively involving members in the direct management of the association that will include the implementation of policies and procedures geared toward sustainability and improved services; and to link with international and local partners to promote micro-insurance through sharing best practices. Participation fee

    For MCPI members: Participation fee is Php5,000.00 for each individual For non-MCPI members: Participation fee is Php7,000.00 for each individual The fee includes the following:

    1. Dormitory type of accommodation for 4 nights (night of February 29 afternoon of March 4) 2. Van transfer from Ortigas Center, Pasig City to Talavera, Nueva Ecija (February 29) 3. Van transfer from Talavera, Nueva Ecija to Ortigas Center, Pasig City (March 4) 4. Meals (breakfast, morning and afternoon snacks, lunch and dinner) 5. Materials

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    Draft Program

    Day 1 (March 1) Activities Output Methodology

    8:00 9:00 Registration

    9:00 9:10 Prayer

    9:10 - 9:30 Introduction, Expectations Setting

    and House Rules

    Overview of Agenda

    Participants introduction;

    Expectations of

    participants;

    Agreed House Rules;

    Group Dynamics

    9:30 10:00 MCPI Intro / ASKI Welcome Discussion

    10:00 10:15 Break

    10:15 11:10 Introduction to Human Resource

    Management

    - Overview of HR in an

    organization

    - Overview of the

    different components of

    Human Resource

    Discussion

    11:10 12:00 Organizational Culture and the

    importance of Code of Ethics

    Discussion/Brainstorming

    with the participants

    12:00 1:00 Lunch

    1:00 3:00 Succession Planning: Training and

    Development

    3:00 3:15 Break

    3:15 5:00 Employee Recruitment,

    Assessment and Evaluation;

    Employee Satisfaction and

    Protection

    Discussion

    Day 2 (March 2) Activities Output Methodology

    9:00 9:15 Review of Day 1 Insights from the group

    9:15 10:15 Human Resource System Self-

    Assessment

    Discussion

    10:15 10:30 Break

    10:30 12:00 Introduction to Strategic Business

    Planning

    Discussion

    12:00 1:00 Lunch

    1:00 3:00 Effective Methods of Strategic

    Business Planning

    Discussion

    3:00 3:15 Break

    3:15 5:00 Defining Targets, Indicators, and

    Goals (Social and Financial)

    Discussion

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    Day 3 (March 3) Activities Output Methodology

    9:00 9:15 Review of Day 2 Insights from the group

    9:15 10:15 Environmental Scanning

    10:15 10:30 Break

    10:30 12:00 Strategy Formulation Discussion

    12:00 1:00 Lunch

    1:00 2:00 Strategy Formulation

    2:00 3:00 Strategy Implementation

    3:00 3:15 Break

    3:00 5:00 HR vis--vis Strategy

    Implementation

    Day 4 (March 4) Activities Output Methodology

    9:00 9:15 Review of Day 3 Insights from the group

    9:15 11:00 Evaluation and Control Discussion

    11:00 12:00 Action Planning Report Brainstorming

    12:00 1:00 Lunch

    1:00 2:00 Presentation and Critiquing of

    Action Plans

    Discussion

    1:30 2:00 Awarding Ceremony

    2:00 2:30 Closing

    Other Training Details

    Last day of submission of the Registration form is on February 19, 2016. Participants will take care of their travel and meals outside the workshop proper.

    How to Participate

    Fill out the attached Registration Form. Submit the Registration Form to MCPI:

    Email: [email protected] Please notify MCPI if you have sent the Registration Form through email. If slots are still available, MCPI will give you a tentative confirmation of your participation. Once your participation to the training has been tentatively confirmed, deposit an amount

    corresponding to the registration fee to the following bank account: Account Name: Microfinance Council of the Philippines, Inc. Account No.: CA 9821-0011-26 Bank: Bank of the Philippine Islands BPI Ortigas Emerald, F. Ortigas, Jr. Road, Ortigas Center, Pasig City

    Please send a scanned copy of the deposit slip to the abovementioned email address. Once a scanned copy of the deposit slip has been received by MCPI, you will receive full confirmation of your participation to the training.

    For further inquiries, please get in touch with MCPI at telephone numbers (02) 631-5920 or (02) 631-6184 and look for Ms. Kakay Rico ([email protected]) or Mr. Errol Villorente Jr. ([email protected]).