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TRAINERS’ TRAINING


EMMANUEL M. SANTIAGUEL, Ph.D.
PRINCIPLES OF COOPERATIVE
        EDUCATION
1.   Education focuses mostly on “ADULT
     LEARNERS”.
2.   Education favors a PARTICIPATORY
     PROCESS.
3.   Education employs the DIALOGICAL
     APPROACH.
4.   Education is an INSTRUMENT OF
     CHANGE.
5.   Education is NEEDS-BASED.
PRINCIPLES OF COOPERATIVE
        EDUCATION
6. Education is EXPERIENTIAL.
7. The use of hands-on learning technology
    must be stressed.
8. Education must be a SUSTAINED
    ACTIVITY.
9. Education adheres to a LADDERIZED
    APPROACH.
ROLES OF EDUCATION &
  TRAINING COMMITTEE
 “ETC shall be responsible in planning,
developing, implementing, and promoting
     the educational activities of the
              cooperative.”

  (Article III Section 2.2 of the Model
          Cooperative By-Laws.)
COMPOSITION OF ETC

   ETC is composed of at least three
members. They are appointed from the
 general membership by the Board of
Directors (BOD) with the Vice-Chairman
   as the ex-officio committee head.
AN EFFECTIVE & FUNCTIONAL ETC

1.   Conducts regular committee meetings.
2.   Plans capability-enhancement activities.
3.   Develops ready-to-use teaching/training
     aids.
4.   Maintains an Indigenous Trainers Pool
5.   Draws a Network Directory.
6.   Programs training activities.
ADMINISTRATION OF TRAINING
A.   Administration of Training Program
B.   Facilitation
C.   Determining Group Behavior
D.   Handling Training Problems
A. Administration of Training
               Program
1.   Ensure conducive atmosphere for
     learning.
2.   Document all training activities and
     proceedings.
3.   Ensure all activities are well-coordinated.
4.   Provide adequate administrative services
     throughout the training duration.
B. Facilitation
 Facilitation is one very important area of
responsibility during actual implementation
   of the training. It assists the resource
speakers in bringing about learning among
  participants by ensuring an atmosphere
   most conducive for training. Training
    facilitators are usually composed of
               experienced staff.
C. Determining Group Behavior

     The facilitator/s and resource speaker/
s can easily identify appropriate
methodology to be used by groups
behavior. One popular method is the
listing of various types of group behavior
using “animal coding”
ANIMAL CODING
1. CARABAO
   A natural hardwall whose pre-set
   motions are almost impossible to alter
*Trainer’s Approach
   A painstaking effort would be required for
   this character who at most times could
   be more convinced with the support of
   his own peers.
ANIMAL CODING
2. LION
     The participant of kingly bearing who
  dominate the discussion and who gets upset
  when somebody disagrees with his/her ideas.

*Trainer’s Approach
      Organized facilitation which prompts
  monopoly of discussion would be appropriate for
  this character ; consistent reminders on
  objective and openness among the partners
  would be advisable.
ANIMAL CODING
3. OSTRICH
    An attention seeker who gets too
 conscious in the choice of words, delivery of
 thought, impact of messages and at times,
 even personal appearances.

*Trainer’s Approach
      The best approach would be to “give
  credit when due, but never overdo.”
ANIMAL CODING
4. CAT
     A yawning character who sleeps his way
  throughout the training.

*Trainer’s Approach
       Unfreezing activities with the participant
  in limelight would be effective although
  delegating responsibilities on this character
  would keep him busy throughout.
ANIMAL CODING
5. FOX
     Who shyly works his way in the
  discussion to test the limits of the trainers’
  knowledge on the subject matter and
  capability to deliver.

*Trainer’s Approach
      At times his behavior has positive effect
  on the trainer who is forced to prepare his
  best; although it may be best to admit
  limitations humbly in such a situation.
ANIMAL CODING
6. MONKEY
    A usual clown whose antics can
  be more annoying than amusing.

*Trainer’s Approach
     A casual reminder on unnecessary
  expenditure of energy addressed to the
  whole group would be advisable.
ANIMAL CODING
7. TURTLE
     The reserved type who has to be forced
  open in order to be heard.

*Trainer’s Approach
      Effective facilitation which on this end
  “would let the quiet speak” is still best
  recommended.
ANIMAL CODING
8. SNAKE
     The type who likes to beat around the
  bush before striking the point.

*Trainer’s Approach
      The best of time could be avoided if rules
  pertaining to time management in group
  discussions were stated at the very start.
ANIMAL CODING
1.   FISH
      The character with an unblinking stare
     which could be interpreted to be either a
     positive or a negative feedback and who
     puts most trainers in a state of quandary.

 *Trainer’s Approach
      Directing trigger questions to this
   character will always result in a sure
   response.
ANIMAL CODING
10. FROG
   A great speaker who does not say
  anything new.

*Trainer’s Approach
     “To quiet those who speak too much”
  would be an effective approach for this
  extreme from the turtle (7).
ANIMAL CODING
11. RABBIT
    The type who runs away from group
   conflicts.

*Trainer’s Approach
     This withdrawing behavior could be
  best be remedied through good facilitation
  which encourages participation.
ANIMAL CODING
12. GIRAFFE
     Who’s too proud to join in the
   discussion

*Trainer’s Approach
      A patient prodding of this character’s
  ideas which could prove to be proudly
  valuable or of no worth at all should be
  effective.
ANIMAL CODING
13. OWL
    Whose bookbound ideas are usually
  offline to actual experiences and
  particular learnings.

*Trainer’s Approach
     A theoretical and academic character
  could always be humbled by ground
  experiences.
ANIMAL CODING
14. CHAMELEON
     The type who agrees with all sides of a
   group conflict


*Trainer’s Approach
      A trigger question which would make
  this character realize that not all sides are
  correct would be the best approach.
D. Handling Training Problems

1.   Identify/Analyze the problem
2.   Consider personalities of individual/s
     involved
3.   Provide list of possible solutions
4.   Some common problems experiences by
     facilitator
DEVELOPMENT OF TRAINING
      MATERIALS
    The use of the various types of training
materials has always been very effective
in facilitating learning. This contributes to
the success of a training program as
shown by the appreciation and adoption
by trainees of the specific skills,
knowledge, and technology transferred
through the learning activities.
IMPORTANCE OF TRAINING
       MATERIALS
 Facilitating trainees’ understanding of the
  subject matter;
 Stimulating imagination and draws the
  participation of trainees in the discussion;
  and
 Eliminating monotony in the training
  methodology of the trainer
GENERAL GUIDELINES
1.   The trainer, training staff and/or ETC members, who
     will prepare the training materials, must have a
     mastery of the subject matter.
2.   The trainer, training staff and/or ETC must make use
     of resources available to the coop.
3.   In preparing training materials, the trainer, training
     staff, and/or ETC must always consider the socio-
     cultural milieu of the particular community and group of
     people.
4.   Training materials must be simple and easy to
     understand
COMMON TYPES OF TRAINING
      MATERIALS
  1.   Black/Chalkboard
  2.   Flipchart
  3.   Flash Cards
  4.   Magnetic Board
  5.   Transparency
  6.   Hand-outs
MEMBERSHIP RECRUITMENT &
     DEVELOPMENT
 One of the most important responsibilities
 of the Education & Training Committee is
 the recruitment of members and
 sustainability of their membership.
 Recruitment is the act of drawing
 individuals to become members of the
 coop. Sustainability refers to the
 maintenance of membership
RECRUITMENT & EXPANSION ARE
      NECESSARY IN A COOPERATIVE FOR:
   Capital build-up and savings program
   The implementation of project and activities.
    Project require funding and personnel. More
    members will facilitate the achievement of
    projects and activities, as in warehousing,
    trucking, business transactions;
   Sustainable operations; and
   More offerings and services. There would be
    other services if there are more members as
    demands would vary according to members’
    needs.
RECRUITMENT
I. RECRUITMENT

         GENERAL GUIDELINES
1.   Recruitment and expansion plans, target,
     and budget must be well-prepared.
2.   Pre-membership and other forms of
     educational programs must be
     conducted continuously; and
3.   Linkages with other cooperatives and
     organizations should be made for
     coordination and complementation of
     membership programs.
GENERAL PROCEDURES
1.   Prepare plan for recruitment, target and
     budget including incentives.

     a. identify areas, puroks, sitios and
     barangays where recruitment shall be
     made.
     b. List prospective members.
     c. Formulate action plan with time
     schedule and persons responsible
     d. Assign recruitment officers or create
     membership recruitment units.
GENERAL PROCEDURES
2. Submit plans to BOD for approval and
  funding.
3. Approve/disapprove plan.
4. Communicate with prospective members
  for pre-membership trainings.
 a. send out letters of invitation.
 b. request other members to campaign.
 c. conduct house-to-house visits.
 d. distribute reading materials about coops
 e. display posters in strategic places
GENERAL PROCEDURES
5. Consult with prospective members on the
  preparation of Pre-Membership Seminar
  (PMES) e.g. time, venue and others.
6. Conduct regular pre-membership
  education seminars.
7. Distribute membership application forms
  and assist in filling them up.
8. Screen applicants.
9. Approve/disapprove applications.
10. Induct new members.
SUSTAINING MEMBERSHIP
II. SUSTAINING MEMBERSHIP
    It is necessary to sustain the membership
    for the following reasons:

o   Continuous operation and financial
    expansion. There will be no activity and
    action without the support of the members
    of the cooperative; and
o   Image-building and recognition. A good
    track record encourages non-members to
    join the cooperative and actively
    participate in its activities.
SUSTAINING MEMBERSHIP
         GENERAL GUIDELINES

1.   Involve all members in cooperative
     activities whenever possible.
2.   Determine members’ needs and provide
     appropriate
     responses/assistance/services.
3.   Inform new members of new policies
     products, and activities.
SUSTAINING MEMBERSHIP
           GENERAL PROCEDURES
1.   Prepare calendar of cooperative activities
     a. Sportsfests and outings during summers.
     b. Raffle/door prizes during meetings.
     c. Birthday “regalo”.
     d. Community activities, like tree-planting and
     beautification, cleaning of canals, and others.
     e. Christmas party and carollings.
     f. Surveys and opinion polls.
     g. Suggestion boxes and bulletin boards.
SUSTAINING MEMBERSHIP
       GENERAL PROCEDURES

2. Prepare specific plans for each coop
  consolidating activity.
3. Implement and monitor such activity.
4. Assess the implementation of the activity.
CONTINUING MEMBERSHIP
      EDUCATION
III. CONTINUING MEMBERSHIP
                   EDUCATION
    One important principle of a cooperative is continuous
    education religiously conducted by ETC to provide:
•       Additional knowledge, attitudes, and skills which
    should be internalized and applied;
•       Improvement of personality and human
    relations among members, officers, staff, and the
    community at large;
•   Development of members as potential leaders and
    managers; and
•   A well prepared pool of ready coop officers,
    trainers, managers, and employees for a smooth
    transitions of management
CONTINUING MEMBERSHIP EDUCATION
             GENERAL PROCEDURES
1.   Conduct a training needs analysis.
2.   Consult with participants, officers, managers,
     and others regarding the proposed training
     program.
3.   Make necessary preparation for the training
     such as resource speakers, kits, materials, and
     others.
4.   Conduct training as scheduled or planned.
5.   Evaluate training program.
6.   Monitor and evaluate post-training
     performance of participants.
7.   Conduct follow-up seminar, if necessary.
PROMOTION OF
COOPERATIVE SERVICES
PROMOTION OF COOPERATIVE
            SERVICES
One major responsibility of the Education
   and Training Committee is to inform and
   promote the coop’s program and
   services. It aims to:
b. Draw members’ participation and
   patronage of coops services/product
c. Make the general public aware of the
   various coop’s services and programs.
1. PROMOTING COOP PROGRAMS AND
            SERVICES

The life of a coop business depends largely
 on the patronage of its members. ETC
 must actively engage in promotional
 activities among coop member on a
 sustained basis.
SOME COMMON PROGRAMS & SERVICES
  OFFERED BY COOPS TO MEMBERS


     a.   Credit Services
     b.   Production Services
     c.   Providential Services
NECESSARY PROCEDURES IN PLANNING A COOP
                  PROMOTIONAL ACTIVITY
1.    Make a list of/review all coop’s products and services.
2.    Identify appropriate promotional activities/materials for
      each product.
3.    Formulate a promotional plan for each product
      considering the following factors:
      a. product
      b. target & potential market
      c. extent & type of distribution
      d. objectives of the campaign
      e. type of message or selling appeal
      f. budget available
      g. competitors and the promotional campaign they use,
         if any
NECESSARY PROCEDURES IN PLANNING A
     COOP PROMOTIONAL ACTIVITY

4. Submit the plan to BOD.
5. Approve the promotional plan.
6. Implement the promotional campaign
  plan.
7. Monitor, evaluate, review and/or adjust
  when necessary the plan to ensure an
  effective campaign in the patronage of its
  products.
2. DEVELOPMENT OF COOPS PROMOTIONAL
             MATERIALS
Some forms of promo/propaganda materials which
  the coop may develop are:
   Flyers
   Leaflet
   Bulletin
   Poster
   Brochures
   Komiks
   Wallnews
   Newsletter
   Billboards
   Road Shows
   Open-Fora or Barrio-level Dialogues
TYPES OF TRAININGS
BASIC COURSES
1.   Pre-Membership Education Seminar (Coop entry
     course)
2.   Basic Course on Cooperatives
3.   Trainer’s Training
4.   Basic Coop Management Course
5.   Cooperatives Policy Formulation & Implementation
6.   Basic Cooperative Bookkeeping and Accounting
     Course
7.   Basic Course in Credit and Collection Management
8.   Basic Course for Supervisory/Audit
     Committee/Election Committee/Credit Committee
9.   Cooperative Membership Seminar
ADVANCED COURSES
1.   Leadership Training
2.   Advanced Management
3.   Cooperative Trainer’s Training
4.   Seminar Workshop on Cooperative Tie-up for
     Credit, Production, and Marketing
5.   Advanced Cooperative and/or Financial
     Management
LEVELS OF IDENTIFYING
          TRAINING NEEDS

1.   Needs at the individual level
2.   Needs at the occupation/group level
3.   Needs at the organizational level
METHODS OF DETERMINING
           TRAINING NEEDS
1.   Analysis of various reports and
     personnel records
2.   Identification of operating problems
3.   Requests from management
4.   Assessment centers, tests, and
     examination
5.   Interview with employees and group
     conferences
6.   Task Analysis
METHODS OF DETERMINING
           TRAINING NEEDS

7. Available training
8. Legal Mandate
9. Training Advisory Committee
10. New Technology, Knowledge Attitudes
11. Long-range planning and manpower
      inventory
12. Interviews
13. Instruments
METHODS OF DETERMINING
       TRAINING NEEDS

14. Test
15. Sensing Interviews
16. Committees
17. The Delphi Technique
18. The Nominal Group Technique (NGT)
METHODS OF DETERMINING
    TRAINING NEEDS

19. Brainstorming
20. Observation
21. Review of Existing Data
22. Consensus
23. Voting
24. Compromise
PARTS OF A TRAINING DESIGN
1. RATIONALE

Defines the problems and/or needs of the
 system (small group, organization, society,
 and others) and offers a particular type of
 training activity as a means of helping
 solve the problems or meet the needs. The
 benefits that maybe derived from the
 training are likewise stated.
PARTS OF A TRAINING DESIGN
2. OBJECTIVES
States the desired effect that the training envisions
  to achieve. Generally, the objectives are stated
  in terms of behavioral changes.

General : states the overall aim of the training
  activity
Specific: the breakdown of the general objective
  into small definitive and achievable terms.
PARTS OF A TRAINING DESIGN
3. COURSE CONTENT

Enumerates the areas of study and specific
 subject-matter content. As the “meat” of the
 training, the subject matter provides solution
 to problems or satisfaction of the need, and
 gives new information or ideas. It must be
 interesting to the participants.
PARTS OF A TRAINING DESIGN
4. METHODOLOGY
Describes the procedures and techniques of
 running the activity. It spells out the focus
 of the training, the relationship between
 the subject-matter areas and the subject-
 matter emphasis.
PARTS OF A TRAINING DESIGN

5. PARTICIPANTS

Describes the specific group to be trained or
 target clientele of the training activity
PARTS OF A TRAINING DESIGN
6. DURATION AND SITE


States the proposed site or venue and the
  duration of the training.
PARTS OF A TRAINING DESIGN
7. STAFFING
Describes the staffing requirements in terms
 of number and qualifications
PARTS OF A TRAINING DESIGN
8. RESPONSIBILITIES

Describes the responsibilities of each of the
 people involved in the training. It also
 defines the relationship and functions of
 each personnel.
PARTS OF A TRAINING DESIGN
9. FINANCING

States the estimated cost of the training
  activity, the breakdown of expenses and
  the sharing basic if ever there are more
  than one sponsor.
PARTS OF A TRAINING DESIGN
10. EVALUATION

Describes how the activity shall be
 evaluated before, during, and after the
 training.
PARTS OF A TRAINING DESIGN
11. FOLLOW-UP


Describes the method(s) of the follow-up or
 follow-through activities to be undertaken
 after the training.
VARIOUS TRAINING
           METHODOLOGIES
 1. LECTURE

It is the oldest, basic and most widely used
   training method. It is the most criticized as
   well. Traditionally it comprises of a delivery
   by a trainer to his audience. It is a one-way
   communication and allows little interaction
   between trainer and audience.
VARIOUS TRAINING
         METHODOLOGIES
2. PANEL DISCUSSION
A panel discussion requires that different
  aspects of an issue are presented in a
  formal session for trainees in a
  coordinated way by a group of experts
  knowledgeable about the subject matter.
VARIOUS TRAINING
         METHODOLOGIES
3. GROUP DISCUSSION
A group of persons meet together to discuss
  and deliberate on a topic or issue of
  mutual concern. The participants in a
  programme can be divided into small
  groups and allowed to discuss a particular
  problem/ issue in-depth with or without the
  assistance of a resource person.
VARIOUS TRAINING
            METHODOLOGIES
4. SMALL GROUP DISCUSSION
A large group is divided into small groups, each of
  four (4) to five (5) individuals, to hold in-depth
  discussion on a particular topic under its own
  chairperson conducting the discussion and a
  secretary, recording the deliberations.
VARIOUS TRAINING
          METHODOLOGIES

5. BUZZ SESSION

The participants are divided into small buzz
 groups five (5) to seven (7) members for a
 limited time 5-7 minutes for discussion
 where each member contributes his ideas.
VARIOUS TRAINING
           METHODOLOGIES
6. SYNDICATE

A problem is assigned to each syndicate for study
  and solution. The essence of the syndicate
  method is to encourage members to learn from
  each other, by sharing experiences. The trainers
  simply organize the work. The group members
  choose a leader from among themselves who
  will coordinate and lead the group work.
VARIOUS TRAINING
           METHODOLOGIES
 7. INDIVIDUAL OR GROUP REPORT
One variation of the syndicate method is the
 individual or group report. This is intended
 to allow the participants a training
 program to take part in the elaboration of
 certain units or sub-units of the course
 through library research.
VARIOUS TRAINING
       METHODOLOGIES
8. WORKSHOP


PAGE 73………………

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Trainers' Guide to Cooperative Education Principles

  • 2. PRINCIPLES OF COOPERATIVE EDUCATION 1. Education focuses mostly on “ADULT LEARNERS”. 2. Education favors a PARTICIPATORY PROCESS. 3. Education employs the DIALOGICAL APPROACH. 4. Education is an INSTRUMENT OF CHANGE. 5. Education is NEEDS-BASED.
  • 3. PRINCIPLES OF COOPERATIVE EDUCATION 6. Education is EXPERIENTIAL. 7. The use of hands-on learning technology must be stressed. 8. Education must be a SUSTAINED ACTIVITY. 9. Education adheres to a LADDERIZED APPROACH.
  • 4. ROLES OF EDUCATION & TRAINING COMMITTEE “ETC shall be responsible in planning, developing, implementing, and promoting the educational activities of the cooperative.” (Article III Section 2.2 of the Model Cooperative By-Laws.)
  • 5. COMPOSITION OF ETC ETC is composed of at least three members. They are appointed from the general membership by the Board of Directors (BOD) with the Vice-Chairman as the ex-officio committee head.
  • 6. AN EFFECTIVE & FUNCTIONAL ETC 1. Conducts regular committee meetings. 2. Plans capability-enhancement activities. 3. Develops ready-to-use teaching/training aids. 4. Maintains an Indigenous Trainers Pool 5. Draws a Network Directory. 6. Programs training activities.
  • 7. ADMINISTRATION OF TRAINING A. Administration of Training Program B. Facilitation C. Determining Group Behavior D. Handling Training Problems
  • 8. A. Administration of Training Program 1. Ensure conducive atmosphere for learning. 2. Document all training activities and proceedings. 3. Ensure all activities are well-coordinated. 4. Provide adequate administrative services throughout the training duration.
  • 9. B. Facilitation Facilitation is one very important area of responsibility during actual implementation of the training. It assists the resource speakers in bringing about learning among participants by ensuring an atmosphere most conducive for training. Training facilitators are usually composed of experienced staff.
  • 10. C. Determining Group Behavior The facilitator/s and resource speaker/ s can easily identify appropriate methodology to be used by groups behavior. One popular method is the listing of various types of group behavior using “animal coding”
  • 11. ANIMAL CODING 1. CARABAO A natural hardwall whose pre-set motions are almost impossible to alter *Trainer’s Approach A painstaking effort would be required for this character who at most times could be more convinced with the support of his own peers.
  • 12. ANIMAL CODING 2. LION The participant of kingly bearing who dominate the discussion and who gets upset when somebody disagrees with his/her ideas. *Trainer’s Approach Organized facilitation which prompts monopoly of discussion would be appropriate for this character ; consistent reminders on objective and openness among the partners would be advisable.
  • 13. ANIMAL CODING 3. OSTRICH An attention seeker who gets too conscious in the choice of words, delivery of thought, impact of messages and at times, even personal appearances. *Trainer’s Approach The best approach would be to “give credit when due, but never overdo.”
  • 14. ANIMAL CODING 4. CAT A yawning character who sleeps his way throughout the training. *Trainer’s Approach Unfreezing activities with the participant in limelight would be effective although delegating responsibilities on this character would keep him busy throughout.
  • 15. ANIMAL CODING 5. FOX Who shyly works his way in the discussion to test the limits of the trainers’ knowledge on the subject matter and capability to deliver. *Trainer’s Approach At times his behavior has positive effect on the trainer who is forced to prepare his best; although it may be best to admit limitations humbly in such a situation.
  • 16. ANIMAL CODING 6. MONKEY A usual clown whose antics can be more annoying than amusing. *Trainer’s Approach A casual reminder on unnecessary expenditure of energy addressed to the whole group would be advisable.
  • 17. ANIMAL CODING 7. TURTLE The reserved type who has to be forced open in order to be heard. *Trainer’s Approach Effective facilitation which on this end “would let the quiet speak” is still best recommended.
  • 18. ANIMAL CODING 8. SNAKE The type who likes to beat around the bush before striking the point. *Trainer’s Approach The best of time could be avoided if rules pertaining to time management in group discussions were stated at the very start.
  • 19. ANIMAL CODING 1. FISH The character with an unblinking stare which could be interpreted to be either a positive or a negative feedback and who puts most trainers in a state of quandary. *Trainer’s Approach Directing trigger questions to this character will always result in a sure response.
  • 20. ANIMAL CODING 10. FROG A great speaker who does not say anything new. *Trainer’s Approach “To quiet those who speak too much” would be an effective approach for this extreme from the turtle (7).
  • 21. ANIMAL CODING 11. RABBIT The type who runs away from group conflicts. *Trainer’s Approach This withdrawing behavior could be best be remedied through good facilitation which encourages participation.
  • 22. ANIMAL CODING 12. GIRAFFE Who’s too proud to join in the discussion *Trainer’s Approach A patient prodding of this character’s ideas which could prove to be proudly valuable or of no worth at all should be effective.
  • 23. ANIMAL CODING 13. OWL Whose bookbound ideas are usually offline to actual experiences and particular learnings. *Trainer’s Approach A theoretical and academic character could always be humbled by ground experiences.
  • 24. ANIMAL CODING 14. CHAMELEON The type who agrees with all sides of a group conflict *Trainer’s Approach A trigger question which would make this character realize that not all sides are correct would be the best approach.
  • 25. D. Handling Training Problems 1. Identify/Analyze the problem 2. Consider personalities of individual/s involved 3. Provide list of possible solutions 4. Some common problems experiences by facilitator
  • 26. DEVELOPMENT OF TRAINING MATERIALS The use of the various types of training materials has always been very effective in facilitating learning. This contributes to the success of a training program as shown by the appreciation and adoption by trainees of the specific skills, knowledge, and technology transferred through the learning activities.
  • 27. IMPORTANCE OF TRAINING MATERIALS  Facilitating trainees’ understanding of the subject matter;  Stimulating imagination and draws the participation of trainees in the discussion; and  Eliminating monotony in the training methodology of the trainer
  • 28. GENERAL GUIDELINES 1. The trainer, training staff and/or ETC members, who will prepare the training materials, must have a mastery of the subject matter. 2. The trainer, training staff and/or ETC must make use of resources available to the coop. 3. In preparing training materials, the trainer, training staff, and/or ETC must always consider the socio- cultural milieu of the particular community and group of people. 4. Training materials must be simple and easy to understand
  • 29. COMMON TYPES OF TRAINING MATERIALS 1. Black/Chalkboard 2. Flipchart 3. Flash Cards 4. Magnetic Board 5. Transparency 6. Hand-outs
  • 30. MEMBERSHIP RECRUITMENT & DEVELOPMENT One of the most important responsibilities of the Education & Training Committee is the recruitment of members and sustainability of their membership. Recruitment is the act of drawing individuals to become members of the coop. Sustainability refers to the maintenance of membership
  • 31. RECRUITMENT & EXPANSION ARE NECESSARY IN A COOPERATIVE FOR:  Capital build-up and savings program  The implementation of project and activities. Project require funding and personnel. More members will facilitate the achievement of projects and activities, as in warehousing, trucking, business transactions;  Sustainable operations; and  More offerings and services. There would be other services if there are more members as demands would vary according to members’ needs.
  • 33. I. RECRUITMENT GENERAL GUIDELINES 1. Recruitment and expansion plans, target, and budget must be well-prepared. 2. Pre-membership and other forms of educational programs must be conducted continuously; and 3. Linkages with other cooperatives and organizations should be made for coordination and complementation of membership programs.
  • 34. GENERAL PROCEDURES 1. Prepare plan for recruitment, target and budget including incentives. a. identify areas, puroks, sitios and barangays where recruitment shall be made. b. List prospective members. c. Formulate action plan with time schedule and persons responsible d. Assign recruitment officers or create membership recruitment units.
  • 35. GENERAL PROCEDURES 2. Submit plans to BOD for approval and funding. 3. Approve/disapprove plan. 4. Communicate with prospective members for pre-membership trainings. a. send out letters of invitation. b. request other members to campaign. c. conduct house-to-house visits. d. distribute reading materials about coops e. display posters in strategic places
  • 36. GENERAL PROCEDURES 5. Consult with prospective members on the preparation of Pre-Membership Seminar (PMES) e.g. time, venue and others. 6. Conduct regular pre-membership education seminars. 7. Distribute membership application forms and assist in filling them up. 8. Screen applicants. 9. Approve/disapprove applications. 10. Induct new members.
  • 38. II. SUSTAINING MEMBERSHIP It is necessary to sustain the membership for the following reasons: o Continuous operation and financial expansion. There will be no activity and action without the support of the members of the cooperative; and o Image-building and recognition. A good track record encourages non-members to join the cooperative and actively participate in its activities.
  • 39. SUSTAINING MEMBERSHIP GENERAL GUIDELINES 1. Involve all members in cooperative activities whenever possible. 2. Determine members’ needs and provide appropriate responses/assistance/services. 3. Inform new members of new policies products, and activities.
  • 40. SUSTAINING MEMBERSHIP GENERAL PROCEDURES 1. Prepare calendar of cooperative activities a. Sportsfests and outings during summers. b. Raffle/door prizes during meetings. c. Birthday “regalo”. d. Community activities, like tree-planting and beautification, cleaning of canals, and others. e. Christmas party and carollings. f. Surveys and opinion polls. g. Suggestion boxes and bulletin boards.
  • 41. SUSTAINING MEMBERSHIP GENERAL PROCEDURES 2. Prepare specific plans for each coop consolidating activity. 3. Implement and monitor such activity. 4. Assess the implementation of the activity.
  • 43. III. CONTINUING MEMBERSHIP EDUCATION One important principle of a cooperative is continuous education religiously conducted by ETC to provide: • Additional knowledge, attitudes, and skills which should be internalized and applied; • Improvement of personality and human relations among members, officers, staff, and the community at large; • Development of members as potential leaders and managers; and • A well prepared pool of ready coop officers, trainers, managers, and employees for a smooth transitions of management
  • 44. CONTINUING MEMBERSHIP EDUCATION GENERAL PROCEDURES 1. Conduct a training needs analysis. 2. Consult with participants, officers, managers, and others regarding the proposed training program. 3. Make necessary preparation for the training such as resource speakers, kits, materials, and others. 4. Conduct training as scheduled or planned. 5. Evaluate training program. 6. Monitor and evaluate post-training performance of participants. 7. Conduct follow-up seminar, if necessary.
  • 46. PROMOTION OF COOPERATIVE SERVICES One major responsibility of the Education and Training Committee is to inform and promote the coop’s program and services. It aims to: b. Draw members’ participation and patronage of coops services/product c. Make the general public aware of the various coop’s services and programs.
  • 47. 1. PROMOTING COOP PROGRAMS AND SERVICES The life of a coop business depends largely on the patronage of its members. ETC must actively engage in promotional activities among coop member on a sustained basis.
  • 48. SOME COMMON PROGRAMS & SERVICES OFFERED BY COOPS TO MEMBERS a. Credit Services b. Production Services c. Providential Services
  • 49. NECESSARY PROCEDURES IN PLANNING A COOP PROMOTIONAL ACTIVITY 1. Make a list of/review all coop’s products and services. 2. Identify appropriate promotional activities/materials for each product. 3. Formulate a promotional plan for each product considering the following factors: a. product b. target & potential market c. extent & type of distribution d. objectives of the campaign e. type of message or selling appeal f. budget available g. competitors and the promotional campaign they use, if any
  • 50. NECESSARY PROCEDURES IN PLANNING A COOP PROMOTIONAL ACTIVITY 4. Submit the plan to BOD. 5. Approve the promotional plan. 6. Implement the promotional campaign plan. 7. Monitor, evaluate, review and/or adjust when necessary the plan to ensure an effective campaign in the patronage of its products.
  • 51. 2. DEVELOPMENT OF COOPS PROMOTIONAL MATERIALS Some forms of promo/propaganda materials which the coop may develop are:  Flyers  Leaflet  Bulletin  Poster  Brochures  Komiks  Wallnews  Newsletter  Billboards  Road Shows  Open-Fora or Barrio-level Dialogues
  • 53. BASIC COURSES 1. Pre-Membership Education Seminar (Coop entry course) 2. Basic Course on Cooperatives 3. Trainer’s Training 4. Basic Coop Management Course 5. Cooperatives Policy Formulation & Implementation 6. Basic Cooperative Bookkeeping and Accounting Course 7. Basic Course in Credit and Collection Management 8. Basic Course for Supervisory/Audit Committee/Election Committee/Credit Committee 9. Cooperative Membership Seminar
  • 54. ADVANCED COURSES 1. Leadership Training 2. Advanced Management 3. Cooperative Trainer’s Training 4. Seminar Workshop on Cooperative Tie-up for Credit, Production, and Marketing 5. Advanced Cooperative and/or Financial Management
  • 55. LEVELS OF IDENTIFYING TRAINING NEEDS 1. Needs at the individual level 2. Needs at the occupation/group level 3. Needs at the organizational level
  • 56. METHODS OF DETERMINING TRAINING NEEDS 1. Analysis of various reports and personnel records 2. Identification of operating problems 3. Requests from management 4. Assessment centers, tests, and examination 5. Interview with employees and group conferences 6. Task Analysis
  • 57. METHODS OF DETERMINING TRAINING NEEDS 7. Available training 8. Legal Mandate 9. Training Advisory Committee 10. New Technology, Knowledge Attitudes 11. Long-range planning and manpower inventory 12. Interviews 13. Instruments
  • 58. METHODS OF DETERMINING TRAINING NEEDS 14. Test 15. Sensing Interviews 16. Committees 17. The Delphi Technique 18. The Nominal Group Technique (NGT)
  • 59. METHODS OF DETERMINING TRAINING NEEDS 19. Brainstorming 20. Observation 21. Review of Existing Data 22. Consensus 23. Voting 24. Compromise
  • 60. PARTS OF A TRAINING DESIGN 1. RATIONALE Defines the problems and/or needs of the system (small group, organization, society, and others) and offers a particular type of training activity as a means of helping solve the problems or meet the needs. The benefits that maybe derived from the training are likewise stated.
  • 61. PARTS OF A TRAINING DESIGN 2. OBJECTIVES States the desired effect that the training envisions to achieve. Generally, the objectives are stated in terms of behavioral changes. General : states the overall aim of the training activity Specific: the breakdown of the general objective into small definitive and achievable terms.
  • 62. PARTS OF A TRAINING DESIGN 3. COURSE CONTENT Enumerates the areas of study and specific subject-matter content. As the “meat” of the training, the subject matter provides solution to problems or satisfaction of the need, and gives new information or ideas. It must be interesting to the participants.
  • 63. PARTS OF A TRAINING DESIGN 4. METHODOLOGY Describes the procedures and techniques of running the activity. It spells out the focus of the training, the relationship between the subject-matter areas and the subject- matter emphasis.
  • 64. PARTS OF A TRAINING DESIGN 5. PARTICIPANTS Describes the specific group to be trained or target clientele of the training activity
  • 65. PARTS OF A TRAINING DESIGN 6. DURATION AND SITE States the proposed site or venue and the duration of the training.
  • 66. PARTS OF A TRAINING DESIGN 7. STAFFING Describes the staffing requirements in terms of number and qualifications
  • 67. PARTS OF A TRAINING DESIGN 8. RESPONSIBILITIES Describes the responsibilities of each of the people involved in the training. It also defines the relationship and functions of each personnel.
  • 68. PARTS OF A TRAINING DESIGN 9. FINANCING States the estimated cost of the training activity, the breakdown of expenses and the sharing basic if ever there are more than one sponsor.
  • 69. PARTS OF A TRAINING DESIGN 10. EVALUATION Describes how the activity shall be evaluated before, during, and after the training.
  • 70. PARTS OF A TRAINING DESIGN 11. FOLLOW-UP Describes the method(s) of the follow-up or follow-through activities to be undertaken after the training.
  • 71. VARIOUS TRAINING METHODOLOGIES 1. LECTURE It is the oldest, basic and most widely used training method. It is the most criticized as well. Traditionally it comprises of a delivery by a trainer to his audience. It is a one-way communication and allows little interaction between trainer and audience.
  • 72. VARIOUS TRAINING METHODOLOGIES 2. PANEL DISCUSSION A panel discussion requires that different aspects of an issue are presented in a formal session for trainees in a coordinated way by a group of experts knowledgeable about the subject matter.
  • 73. VARIOUS TRAINING METHODOLOGIES 3. GROUP DISCUSSION A group of persons meet together to discuss and deliberate on a topic or issue of mutual concern. The participants in a programme can be divided into small groups and allowed to discuss a particular problem/ issue in-depth with or without the assistance of a resource person.
  • 74. VARIOUS TRAINING METHODOLOGIES 4. SMALL GROUP DISCUSSION A large group is divided into small groups, each of four (4) to five (5) individuals, to hold in-depth discussion on a particular topic under its own chairperson conducting the discussion and a secretary, recording the deliberations.
  • 75. VARIOUS TRAINING METHODOLOGIES 5. BUZZ SESSION The participants are divided into small buzz groups five (5) to seven (7) members for a limited time 5-7 minutes for discussion where each member contributes his ideas.
  • 76. VARIOUS TRAINING METHODOLOGIES 6. SYNDICATE A problem is assigned to each syndicate for study and solution. The essence of the syndicate method is to encourage members to learn from each other, by sharing experiences. The trainers simply organize the work. The group members choose a leader from among themselves who will coordinate and lead the group work.
  • 77. VARIOUS TRAINING METHODOLOGIES 7. INDIVIDUAL OR GROUP REPORT One variation of the syndicate method is the individual or group report. This is intended to allow the participants a training program to take part in the elaboration of certain units or sub-units of the course through library research.
  • 78. VARIOUS TRAINING METHODOLOGIES 8. WORKSHOP PAGE 73………………