group 2 project proposal final

8/10/2019 Group 2 Project Proposal Final

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Marge CoGerard Contreras

Leoj Piñero Jule Racines



Foundation for EnterpriseManagement Innovations, Inc.



Office addressMagat Salamat St., Project 4, Quezon City

Contacts personsManuel Quezon-Avancena, PresidentWillie Perasol, Executive Director

Contact [email protected]

Basic Information



A non-government organization that advocatesgrowing small and medium enterprisesFounded on 1998 as TRI-CENTER RURALENTERPRISES SERVICES PROJECTRenamed to FEMI on 2007, duly registered toSecurities and Exchange CommissionAt present, has 41 active benepartners, i.e.organizations under their supportive mandate

Background and History



We will enable social development througheconomic empowerment of the Filipinoentrepreneurs. We will recruit, develop, and grow“missing middle” enterprises outside Metro Manila.Employment generation will be our key indicator ofsuccess.

FEMI will be a substantial contributor to drivingsocial and economic development in the Philippineand will be recognized in the industry as an expert ofthe missing middle segment.

Mission and Vision



Lending ActivityProvides loans for small and medium enterprises thathas less interest rate as compared to a bank.Varies from 2-3% per month or 24-36% annually

Learning and Development ProgramScope of the proposed project

Overall business management training andsupervision conducted by FEMI for their benepartners

Products and Services



Project Overview



Learning and Development BlueprintA manual, copyrighted to FEMI, that will show thesystematic processes on how FEMI create, plan,conduct, and implement its Learning andDevelopment (L&D) program.

Project Deliverable



Project Objectives



There are merely two L&D program officers namely,Mr. Willie Perasol, FEMI Executive Director, and Mr.

Nyte Fabio, Human Resource Trainee.Currently, the two follow an existing but unwrittenL&D program cycle. Because of which, it leads to thefollowing implications:

Reliance on mere instinct or gut feelingInconsistency in terms of how they do their jobannuallyInability to easily pass the job to another person, noconcrete succession plan

Organization Problems



General objectiveTo develop a L&D blueprint or manual for FEMI

Specific objectivesTo document the present state on how L&D process isconducted, i.e. put into writing the status quoTo review and validate the status quo and to inject orrecommend improvement unto itTo take part in the brainstorming process of theperson-in-charge of L&DTo witness how FEMI conduct their jobs

Project Objectives



To make the program become institutionalizedTo be recognized, on the part of FEMI, for being theonly organization to have such standard processTo strengthen the current L&D program of FEMITo prepare a departmental succession plan

Necessity of the

L&D Blueprint



General Approach



In cooperation with L&D officers Mr. Willi Perasoland Mr. Nyte Fabito, the group shall initially

document the present process FEMI is following.The group shall constantly meet withaforementioned FEMI representatives and make theL&D blueprint step-by-step

The FEMI representatives shall perpetually check theprogress of the blueprint.

How will the project be

executed?



As the group draft the manual, they shall also beengaged and be part of the brainstorming process.

The group shall review and validate the data to beprovided. In the process, the group shall alsorecommend improvement.

E.g., Renewing a certain process

Using this particular management toolThe group shall act as the check and balance body inorder for the manual to be not biased towards theview of FEMI representatives which may posits

overlooking critical elements.


executed? (cont.)



Along with the manual development, the group shallbe immersed to L&D activities in order to acquire

insights that may be relevant to the manualE.g., the opening conference on MarchFirst training seminar series, about FinancialManagement, on April

Upon completion of the draft, it will be presented tothe FEMI representativesAfter it has been verified by FEMI, it will bepresented to the board of directors


executed? (cont.)




executed? (cont.)OverallObjectives

Specific

Deliverables

StandardProcesses

SpecificActivities

Outputs,Outcomes,

Impact

StandardProcesses

SpecificActivities

Outputs,Outcomes,

Impact

StandardProcesses

SpecificActivities

Outputs,Outcomes,

Impact

Specific

Deliverables

StandardProcesses

SpecificActivities

Outputs,Outcomes,

Impact

StandardProcesses

SpecificActivities

Outputs,Outcomes,

Impact

StandardProcesses

SpecificActivities

Outputs,Outcomes,

Impact



Together with the FEMI representatives, it will bespecified in the manual what will be the Overall

Objective of the L&D program, means of attaining it,and down to identifying expected results. (refer toprevious diagram)Eventually, the group shall also assist in the

application for copyright process


executed? (cont.)



The manual development shall be guided on howthe present L&D program cycle goes

1. Profiling (November-December) – Segmentation ofbenepartners to their needs2. Planning (January) – identifying benepartnersproblems and associating with necessary seminar

3. Implementation (February-October) – 4-6 seminarsand about 20 consultation per year4. Impact evaluation (September) – pos-trainingevaluation, effect assessment, survey, and siteobservation

Backbone Structure of

the L&D Blueprint



Publishing Layout of the

L&D BlueprintLearning and Development

Blueprint

1. Lorem ipsum dolor sit amet,consectetuer adipiscing elit.Maecenas porttitor conguemassa.

2. Fusce posuere, magna sedpulvinar ultricies, puruslectus malesuada libero.

FEMiFoundation for Management

Innovations Inc.

Process Flow Diagram on howto conduct Impact Evaluation



A form from the Intellectual Property Office of thePhilippines website shall be accomplished by FEMI.

Requires registration fee of PHP 200 plus other feesthat may be needed in the course of the processAs an unpublished work, FEMI only need toreproduce twice the manual.

Copyright Application



Learning and Development Framework adapted from a framework made for Australian Public Service

L&D Framework



SCOPE OF THE ANALYSIS

Customer Product

Employees, new recruit employees Manual consist of the processes of Learning and DevelopmentProgramConduct Learning and Development Program with FEMIpersonnel

Business Process

Major Steps:Get information on processes of Learning and Development Program Write the recorded information into the manual Work with FEMI personnel on conducting Learning and Development Program

Rationale:A reference made use by the employees and to standardized the processes of conducting trainingprograms and consultancy meetings

To conduct Learning and Development Programs that are in line with the procedure of FEMI

Participants Information Technology

Employees, management Detailed process content on the three majorprocess

1. Planning process2. Implementation process3. Evaluation process

ComputersTelephones and cell phonesElectronic mailBallpen and paperMicrosoft Office

WCA Framework



PERFORMANCE

Customer Product

EmployeesBeneficiaries or Benepartners

A manual that has clearly defined procedure and has easilyunderstandableConducted seminars and consultancy meetings that arewell-organized and meets the needs of the beneficiaries

Business Process

Major Steps:Gather information on the three major process of Learning and Development ProgramDocument information using Microsoft Word.

Following the procedure of FEMI on conducting Learning and Development Program in a precisemanner.Rationale:

To have proper process of conducting training programs and consultancy meetingsTo have guidelines of tasks to be executed for the Learning and Development ProgramTo conduct seminars and consultancy meetings for Benepartners


Employees, management Detailed description of the three majorprocesses

1. Planning process2. Implementation process3. Evaluation process




INFRACTURE

Customer Product

Employees, Management Recording equipments such as tape recorder, ballpen andpaper and by means observation are used to record theprocesses.Computer hardware and software, like Microsoft Office,

to input the information to the formal documentation.Human resources for executing the procedure ofplanning, implementing and evaluating

Business Process

Major Steps:Using the recording equipment, data about the process will be documented.

Computer equipment is used to computerized the manualHuman resources will be used and brainstorming will be done

Rationale:To create a document containing processes for the Learning and development Program.The document could be used as reference for employees on task and details about the processes of thesaid program.To perform the procedure on conducting Learning and Development Program


Employees, ManagementHeadquarter of FEMI.

Detailed description of the three majorprocesses of Learning and DevelopmentProgram:

1. Planning Process2. Implementation Process3. Evaluation Process

Recording equipmentComputerMicrosoft Office

CONTEXT



CONTEXT

Customer Product

Educational enhancement to existing employeesGained knowledge to new employeesImprovement on the business of beneficiaries

Information on the three major processes of the Learningand Development Program.

1. Planning Process2. Implementation Process

3. Evaluation ProcessConducting seminars and consultancy meetings that arein line with the procedure of FEMI

Business Process

Major Steps:Gather information on the three major Processes of Learning and Development Program

Working with the Personnel of FEMIRationale:

To give more knowledge or information to employees to doing their taskTo help new employees to be familiar with the processes of FEMITo be in line with the procedure of FEMI while conducting the Learning and Development Program


Employees, Management Knowledge from other employees andmanagementDetailed description of the three majorprocesses of Learning and DevelopmentProgram:

1. Planning Process2. Implementation Process3. Evaluation Process


RISK



RISK

Customer Product

ManagementEmployeesBeneficiaries or Benepartners

Insufficient and inaccurate information that are givenabout the process of Learning and Development Program.Poorly organized Learning and Development Programsand are not in line with the issues of beneficiaries

Business Process

Major Steps:Misinterpretation and/or misunderstanding on the Manual

making mistakes on the processes of Learning and Development ProgramDid not plan properly and evaluate which topics are needed to be discussed.Did not coordinate with speakers or speaker were not appropriate for the topic being topic.Beneficiaries were not able to go to seminars due to venue or date

Rationale:Effecting the accuracy and sufficiency of data that are needed for the manualCauses that will influence on the success of the Program


EmployeesNewly recruit employeesSpeakersBeneficiaries

Insufficient and inaccurate data ofprocesses of Learning and DevelopmentProgramInsufficient data

Weak recording equipmentWeak human resources, weakbrainstorming



Contractual Aspects



Learning and Development BlueprintA manual that is copyrighted to FEMI that will show

the systematic processes of how to create andimplement their learning and development program.The learning and development program consists oftraining seminars and consultancy programs that willhelp their “benepartners” in their future endeavours.The manual will also show expected results that willcome out of the learning and development program.

Detailed Description of

Deliverable



PHASE 1To observe the different processes that the company is

currently undertakingTo note down detailed information on all the differentprocesses involved

PHASE 2

To organize the different processes in a systematicmannerTo plan how to best deliver the Learning &Development program of FEMI to its variousstakeholders

Detailed Description of

Deliverable



Incentive for compliance: High GradePenalty for non-compliance: Low Grade50% of the grade for PRCBMAN depends on thecompany itself.

Incentives and Penalties



Schedule



February 1 Organization OrientationFebruary 8 Deliberation of project deliverablesFebruary 15 Observation of FEMI Planning

sessionFebruary 23 Presentation of initial project

proposal in PROJMGTMarch 30 Expected latest date for the

approval of final project proposal

Pertinent Dates



March 30 Manual drafting period /Consultation and observation

period with FEMIMay 9 Submission of the Manual initial

draftMay 9-15 Manual draft revision

May 16 Presentation of the Manual toFEMI and the Board of Directors

Pertinent Dates



Project Cost



Some basic necessary resource for this project are thefollowing:

Printing PHP 1.00 (per page)Binding PHP 40.00

Printing cost may also vary if FEMI opted to publishthe manual in a printing press

Other pertinent cost such as utilities andtransportation fares to benepartners’ site shall becovered by FEMI’s operational budget.

Cost Requirements



In case FEMI opt to publish the output, the cost ofprinting would depend on the rates of the printing

press. As of the time this document is prepapred, theactual cost is still unknown. However, the groupendorses Cover and Pages, a printing press situatedin Sta. Ana, Manila.

Other than the printing cost, budget for copyrightapplication must also be prepared. For these, thecompany needs to shell out PHP 200 as registrationcost. Additional fees may also be needed dependingon the requirements of the Intellectual PropertyOffice of the Philippines.

Cost Requirements



Personnel



Skills Requirements and

Roles of PersonnelPersonnel

RequirementsSkills

RequirementsNumber ofpersonnel

Tasks assigned:

Contact Mr. Willie

Perasol and Mr. Nyte Fabito of the partnerorganization – FEMI

- To be able to

provide all thenecessaryinformation and to

provide the groupguidance before,

during, and afterthe project for project completion- To be able toevaluate the finaloutput

2 Authorization of

the project proposal; To provide thenecessaryinformation to

students; revisionsand furthermodifications ofthe final output

Skill R i t d



Skills Requirements andRoles of Personnel

Personnel Requirements Skills Requirements Number of personnel Tasks assigned:

Project Managers comprised ofMargaret Co, GerardContreras, Leoj Pinero andJule Racines

- Must have knowledge inProject Management- Critical Thinking andanalytic skills- Time Management,Teamwork, and ConflictResolution- Follow project schedule andmonitor progress- Ability to identify problemsand deal with projectconstraints- Knowledge instandardization of processes- Inquisitive to learn the detailsof processes- Must have goodcommunication skills andwriting skills- Must possess leadershipskills- Have the initiative to do andto ask- Efficient and Strategic

Decision-making

4 - To provide assistance to theHuman Resources Department- To observe planning sessionsand other processes included inthe Learning and Development

program- To be able to generate a“blueprint” of the Learningand Development program ofFEMI



Project Activities andPersonnel In-charge



Phase 1Task Number Task Name Person – in – Charge

1 Schedule a meeting with FEMI Co

2Initial meeting in FEMI office with other groups – Initial Project Orientation

Co/Contreras/Pinero/Racines andFEMI Representatives

3Second meeting with FEMI – L&D GroupOrientation


4Third meeting with FEMI – Observation 1: L&DPlanning Session (year-round)


5 Fourth meeting with FEMI – Kapihan Meeting(March 3, 2012)


6Fifth meeting with FEMI – Conference Call withBoard members, etc

Co/Contreras/Pinero/Racines andFEMI Representatives/Board

7 Sixth meeting with FEMI – Observe Seminar # 1(April 2012)


8 Observe Issues Evaluation Sessions (April 2012)Co/Contreras/Pinero/Racines and

FEMI Representatives

9 Participate in One-on-One Consultations forObservation Purposes (starting April 2012)




Phase 2 – To organize the different processes in asystematic manner

Phase 2

TaskNumber

Task Name Person – in – Charge

1 Attend Evaluation SessionsCo/Contreras/Pinero/Racines and FEMI Representatives

2Attend a series of One-on-OneConsultations

Co/Contreras/Pinero/Racines and FEMI Representatives

3 Set a meeting with FEMICo/Contreras/Pinero/Racines and FEMI Representatives

4 Review data collectedCo/Contreras/Pinero/Racine

s



Phase 3To report the standardization processes that the team

has prepared for the companyTo make a presentation on the Learning andDevelopment output for the company its stakeholdersTo make a handbook on the Learning andDevelopment output for the company and itsstakeholders

Phase 3



Phase 3

Task Number Task Name Person – in – Charge

1 Final verification of data collectedCo/Contreras/Pinero/Racines

and FEMI Representatives

2 Make a draft of the observed processes Co/Contreras/Pinero/Racines

3 Review draft with client organization Co/Contreras/Pinero/Racines

4 Make necessary changes Co/Contreras/Pinero/Racines

5 Set the Budget - Broadsheet Co/Contreras/Pinero/Racines

6 Canvas prices for printing of manuals Co/Contreras/Pinero/Racines

7 Finalize the L&D BlueprintCo/Contreras/Pinero/Racines

and FEMI Representatives

8 Print the manual Co/Contreras/Pinero/Racines

9Make a powerpoint or video presentation forstakeholders of FEMI

Co/Contreras/Pinero/Racines



Potential Problems



Observation may become difficult on the part of thegroup. FEMI is planning to conduct the

aforementioned training in Pampanga, near to mostof their clients.Transportation to the office, it may become difficulton the part of the group to transport everyday

considering the distance from the each members’residenceLimited time of PRCBMANFinal output rejected by the Board of Directors

Potential Problems



Expected Benefit andImpact of the Project



L&D Blueprint or manualCopyrighted for FEMI

Published reading materialPowerpoint presentation

Key Indicators



A manual that shall serve as a guideline for futurepersons-in-charge of L&D

Owning a copyrighted, very detailed, and well-reviewed manualStandardizing the whole L&D process, the person-in-charge will not anymore rely on personal gut feeling

At the end of the day, the project will in effectimprove the quality of the L&D program thusuplifting such service provided for benepartners

Impact

group 2 project proposal final

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