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MODULE 3 (PART 1)
EXTERNAL
ENVIRONMENTAL
ASSESSMENT (PART 1)
KEY ACTIVITIES
LECTURE:
Strategic Planning Process and
External Environmental
Assessment
LECTURE:
Market Research Toolkits
ASSIGNMENT:
Breakout for Case Studies
MODULE 3 (PART 2)
EXTERNAL
ENVIRONMENTAL
ASSESSMENT (PART 2)
KEY ACTIVITIES
GROUP PRESENTATION
AND CASE DISCUSSION:
St. Martin of Tours Credit and
Development Cooperative (B):
Membership Analysis
GROUP PRESENTATION
AND CASE DISCUSSION:
NATCCO Case (D)
Macroenvironmental Analysis
MODULE 3 (PART 2)
EXTERNAL
ENVIRONMENTAL
ASSESSMENT (PART 2)
KEY ACTIVITIES
LECTURE TO WRAP-UP
LESSONS LEARNED
FROM 2 CASES
MODULE OUTPUT:
Do your own customer - member
profiling and analysis
MODULE 4 (PART 1)
INTERNAL
ENVIRONMENTAL
ASSESSMENT (PART 1)
KEY ACTIVITIES
LECTURE:
Internal Environmental Assessment
PRESENTATION OF
MODULE OUTPUT:
Customer - Member Profiling and
Analysis
CASE WORKSHOP:
Levels 1,3,7 (Evaluating
Performance)
MODULE 4 (PART 2)
INTERNAL
ENVIRONMENTAL
ASSESSMENT (PART 2)
KEY ACTIVITIES
CASE DISCUSSION:
Levels 1,3,7 (Evaluating
Performance)
1. NATCCO Case (F) Evaluating
Performance
2. Bangko Kabayan (D-1): Internal
Assessment – Performance
GROUP DISCUSSION:
Levels 2,6,9 (Evaluating People)
1. Evaluating Teams at Bayan EDGE
2. Bangko Kabayan (D-2): Internal
Assessment – People
MODULE 4 (PART 2)
INTERNAL
ENVIRONMENTAL
ASSESSMENT (PART 2)
KEY ACTIVITIES
CASE DISCUSSION:
Levels 2, 6, 9 (Evaluating People)
1. Evaluating Teams at Bayan EDGE
2. Bangko Kabayan (D-2): Internal
Assessment – People"
ASSIGNMENT:
Levels 4 (Processes) - Bangko
Kabayan (D-5-1) Processes
MODULE 5 (PART 1)
COOPERATIVE
MARKETING AND
COOPERATIVE
OPERATIONS (PART 1)
KEY ACTIVITIES
LECTURE:
The Marketing Mix
CASE WORKSHOP AND
DISCUSSION:
Ugong Multi-Purpose Cooperative
MODULE 5 (PART 2)
COOPERATIVE
MARKETING AND
COOPERATIVE
OPERATIONS (PART 2)
KEY ACTIVITIES
LECTURE:
Learning to Do (Before and While
Doing)
LECTURE:
Operations Management
CASE WORKSHOP AND
DISCUSSION:
1. The Aflatoun Program (Tagum
MPC)
2. Mother Rita MPC
MODULE 6 (PART 1)
COOPERATIVE FINANCE
(PART 1)
KEY ACTIVITIES
LECTURE-VIDEO:
Understanding and Constructing
Financial Statements
CASE EXERCISE:
UVW Enterprise (A) & (B)
LECTURE-VIDEO:
Interpreting Financial Statements
MODULE 6 (PART 2)
COOPERATIVE FINANCE
(PART 2)
KEY ACTIVITIES
DISCUSSION:
Interpreting Financial Statements:
The PESOS Standards
CASE DISCUSSION:
The APPEAL Ratios: For
Cooperatives with Savings and
Credit Operations
LECTURE:
Financial Forecasting
MODULE 7 (PART 1)
COOPERATIVE HUMAN
RESOURCES AND
COOPERATVE
OPERATIONS STANDARDS
(PART 1)
KEY ACTIVITIES
LECTURE:
Human Resource Management
CASE ILLUSTRATION:
Strategic Human Resource
Management ABS-CBN Bayan
Foundation
MODULE 7 (PART 2)
COOPERATIVE HUMAN
RESOURCES AND
COOPERATVE
OPERATIONS STANDARDS
(PART 2)
KEY ACTIVITIES
CASE READING AND
WORKSHOP:
Happy Helpers (A): Managing the
Human Resource Function
LECTURE:
Cooperative Operations
Standards – ACCESS
CASE WORKSHOP AND
DISCUSSION:
ACCESS Branding
MODULE 8 (PART 1)
STRATEGY FORMULATION
AND EVALUATION &
STRATEGY
IMPLEMENTATION AND
RESOURCE MOBILIZATION
(PART 1)
KEY ACTIVITIES
PRESENTATION OF
MODEL OUTPUT:
Assessment of Cooperative’s
Overall Performance
LECTURE:
Strategy Formulation and
Evaluation
MODULE 8 (PART 2)
STRATEGY FORMULATION
AND EVALUATION &
STRATEGY
IMPLEMENTATION AND
RESOURCE MOBILIZATION
(PART 2)
KEY ACTIVITIES
CASE READING AND
DISCUSSION:
1. NATCCO Case (I-1): SWOT
Analysis
2. Bangko Kabayan (E): From Vision
to Strategies
LECTURE:
Strategy Implementation and
Resource Mobilization
CASE DISCUSSION:
Bangko Kabayan (F): From
Strategies to Programs NATCCO
Case (I-2): SPATRes
MODULE 9 (PART 1)
ORGANIZATIONAL
DIAGNOSIS, DESIGN AND
DEVELOPMENT;
GOVERNANCE (PART 1)
KEY ACTIVITIES
LECTURE:
Organizing
CASE READING AND
WORKSHOP:
Succession Planning for
Cooperatives (Plus Board
Dynamics) - Organizational
Development – Difference of a
Cooperative Setup and
Succession Program Specific to
Co-op Sector
MODULE 9 (PART 2)
ORGANIZATIONAL
DIAGNOSIS, DESIGN AND
DEVELOPMENT;
GOVERNANCE (PART 2)
KEY ACTIVITIES
CASE READING AND
WORKSHOP:
Cooperative’s Best Practices in
Governance and Management
CASE DISCUSSION:
1. Cooperation for Economic
Success: The Mondragon Case
2. Mondragon Corporation
Cooperatives, People Working
Together
MODULE 9 (PART 2)
ORGANIZATIONAL
DIAGNOSIS, DESIGN AND
DEVELOPMENT;
GOVERNANCE (PART 2)
KEY ACTIVITIES
CASE READING AND
WORKSHOP:
Good Cooperative Governance and
Management
CASE DISCUSSION:
The SMDS Multi-Purpose
Cooperative: Managing Growth
and Organizational Development

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Lamp lms (1)

  • 1. MODULE 3 (PART 1) EXTERNAL ENVIRONMENTAL ASSESSMENT (PART 1) KEY ACTIVITIES LECTURE: Strategic Planning Process and External Environmental Assessment LECTURE: Market Research Toolkits ASSIGNMENT: Breakout for Case Studies
  • 2. MODULE 3 (PART 2) EXTERNAL ENVIRONMENTAL ASSESSMENT (PART 2) KEY ACTIVITIES GROUP PRESENTATION AND CASE DISCUSSION: St. Martin of Tours Credit and Development Cooperative (B): Membership Analysis GROUP PRESENTATION AND CASE DISCUSSION: NATCCO Case (D) Macroenvironmental Analysis
  • 3. MODULE 3 (PART 2) EXTERNAL ENVIRONMENTAL ASSESSMENT (PART 2) KEY ACTIVITIES LECTURE TO WRAP-UP LESSONS LEARNED FROM 2 CASES MODULE OUTPUT: Do your own customer - member profiling and analysis
  • 4. MODULE 4 (PART 1) INTERNAL ENVIRONMENTAL ASSESSMENT (PART 1) KEY ACTIVITIES LECTURE: Internal Environmental Assessment PRESENTATION OF MODULE OUTPUT: Customer - Member Profiling and Analysis CASE WORKSHOP: Levels 1,3,7 (Evaluating Performance)
  • 5. MODULE 4 (PART 2) INTERNAL ENVIRONMENTAL ASSESSMENT (PART 2) KEY ACTIVITIES CASE DISCUSSION: Levels 1,3,7 (Evaluating Performance) 1. NATCCO Case (F) Evaluating Performance 2. Bangko Kabayan (D-1): Internal Assessment – Performance GROUP DISCUSSION: Levels 2,6,9 (Evaluating People) 1. Evaluating Teams at Bayan EDGE 2. Bangko Kabayan (D-2): Internal Assessment – People
  • 6. MODULE 4 (PART 2) INTERNAL ENVIRONMENTAL ASSESSMENT (PART 2) KEY ACTIVITIES CASE DISCUSSION: Levels 2, 6, 9 (Evaluating People) 1. Evaluating Teams at Bayan EDGE 2. Bangko Kabayan (D-2): Internal Assessment – People" ASSIGNMENT: Levels 4 (Processes) - Bangko Kabayan (D-5-1) Processes
  • 7. MODULE 5 (PART 1) COOPERATIVE MARKETING AND COOPERATIVE OPERATIONS (PART 1) KEY ACTIVITIES LECTURE: The Marketing Mix CASE WORKSHOP AND DISCUSSION: Ugong Multi-Purpose Cooperative
  • 8. MODULE 5 (PART 2) COOPERATIVE MARKETING AND COOPERATIVE OPERATIONS (PART 2) KEY ACTIVITIES LECTURE: Learning to Do (Before and While Doing) LECTURE: Operations Management CASE WORKSHOP AND DISCUSSION: 1. The Aflatoun Program (Tagum MPC) 2. Mother Rita MPC
  • 9. MODULE 6 (PART 1) COOPERATIVE FINANCE (PART 1) KEY ACTIVITIES LECTURE-VIDEO: Understanding and Constructing Financial Statements CASE EXERCISE: UVW Enterprise (A) & (B) LECTURE-VIDEO: Interpreting Financial Statements
  • 10. MODULE 6 (PART 2) COOPERATIVE FINANCE (PART 2) KEY ACTIVITIES DISCUSSION: Interpreting Financial Statements: The PESOS Standards CASE DISCUSSION: The APPEAL Ratios: For Cooperatives with Savings and Credit Operations LECTURE: Financial Forecasting
  • 11. MODULE 7 (PART 1) COOPERATIVE HUMAN RESOURCES AND COOPERATVE OPERATIONS STANDARDS (PART 1) KEY ACTIVITIES LECTURE: Human Resource Management CASE ILLUSTRATION: Strategic Human Resource Management ABS-CBN Bayan Foundation
  • 12. MODULE 7 (PART 2) COOPERATIVE HUMAN RESOURCES AND COOPERATVE OPERATIONS STANDARDS (PART 2) KEY ACTIVITIES CASE READING AND WORKSHOP: Happy Helpers (A): Managing the Human Resource Function LECTURE: Cooperative Operations Standards – ACCESS CASE WORKSHOP AND DISCUSSION: ACCESS Branding
  • 13. MODULE 8 (PART 1) STRATEGY FORMULATION AND EVALUATION & STRATEGY IMPLEMENTATION AND RESOURCE MOBILIZATION (PART 1) KEY ACTIVITIES PRESENTATION OF MODEL OUTPUT: Assessment of Cooperative’s Overall Performance LECTURE: Strategy Formulation and Evaluation
  • 14. MODULE 8 (PART 2) STRATEGY FORMULATION AND EVALUATION & STRATEGY IMPLEMENTATION AND RESOURCE MOBILIZATION (PART 2) KEY ACTIVITIES CASE READING AND DISCUSSION: 1. NATCCO Case (I-1): SWOT Analysis 2. Bangko Kabayan (E): From Vision to Strategies LECTURE: Strategy Implementation and Resource Mobilization CASE DISCUSSION: Bangko Kabayan (F): From Strategies to Programs NATCCO Case (I-2): SPATRes
  • 15. MODULE 9 (PART 1) ORGANIZATIONAL DIAGNOSIS, DESIGN AND DEVELOPMENT; GOVERNANCE (PART 1) KEY ACTIVITIES LECTURE: Organizing CASE READING AND WORKSHOP: Succession Planning for Cooperatives (Plus Board Dynamics) - Organizational Development – Difference of a Cooperative Setup and Succession Program Specific to Co-op Sector
  • 16. MODULE 9 (PART 2) ORGANIZATIONAL DIAGNOSIS, DESIGN AND DEVELOPMENT; GOVERNANCE (PART 2) KEY ACTIVITIES CASE READING AND WORKSHOP: Cooperative’s Best Practices in Governance and Management CASE DISCUSSION: 1. Cooperation for Economic Success: The Mondragon Case 2. Mondragon Corporation Cooperatives, People Working Together
  • 17. MODULE 9 (PART 2) ORGANIZATIONAL DIAGNOSIS, DESIGN AND DEVELOPMENT; GOVERNANCE (PART 2) KEY ACTIVITIES CASE READING AND WORKSHOP: Good Cooperative Governance and Management CASE DISCUSSION: The SMDS Multi-Purpose Cooperative: Managing Growth and Organizational Development