Sunday, August 31, 2008


MANAGEMENT DEVELOPMENT PROGRAM (MDP): THE EBI WAY

In response to new organizational challenges EBI is facing, the Bank has embarked for the first time, a Management Development Program Training Series primarily for its twenty three (23) newly-identified Business Development Managers (BDMs). This management option is in consonance to EBI’s branch banking objectives which can be gleaned from and is focused on a more resilient and aggressive market positioning. “As a learning tool, it aims to generate critical knowledge and an array of strategies to navigate EBI towards the attainment of its goal,” Atty. Ronald E. Alvizo, EBI President and CEO, aptly says.

Bracing this new development, management has also intended that this program will ensure the Bank’s talent management running parallel with its growth. It also anticipates reinforcing, strengthening and upgrading the competencies and abilities of these managers so they can be more effective in their current function and prepare them for a more challenging decision-making role.

The EBI-MDP was designed in three major (3) phases namely, Self- Mastery (Phase I), Situation Mastery (Phase 2) and Organizational Mastery (Phase 3). It shall run for a period of twelve (12) months starting May 2008. It shall likewise culminate on June 2009.

As a take-off, a five-day Management 101 was conducted from June 3-7, 2008 at the Ritz Garden Oases Resort and Restaurant, Porras Street, Bo. Obrero, Davao City. Serving as essentially important to the Bank’s unprecedented growth over the last three (3) years upon crafting its medium-term development plan in 2006, EBI traversed a more participatory way of management thus, enjoining middle managers in solidifying its thrusts for 2010. Four major topics are adapted in the MDP run, such as (1) Coaching for Improved Performance; (2) Appraising for Results; (3) Motivating for Peak Performance; and (4) Getting Commitment to Action.

Specifically, the EBI-MDP has comprised the following activities:

A. PLANNING

May 2008
Pre-MDP Activities
Organization of the Branch Banking Group, Finalization of the Branch Banking Table of Organization
Selection, Profiling, Orientation and Practicum of MDP Enrollees

June 3-7,2008
Training: Self Mastery Phase
ü Program Orientation (to include the historical phase/rationale of microfinance)
ü Management 101 (Inclusive of Values Clarification Phase)
ü Prelude to Strategic Management

June 9-26,2008
Practicum

June 27-28,2008
Training: Situation Mastery Phase (Branch Banking Operation)
ü Strategic Planning
ü Financial Management
ü Product Knowledge
ü Orientation/Familiarization on SMEs, Marketing
ü Environmental Scanning: Environmental Assessment Tools and Developing Strategies and Implementing Them)
ü Action Planning

July 11-12,2008
Practicum

B. REVIEWING

September 5-6, 2008
Training: Organization Mastery Phase
(Special Technical Skilling)
ü Communication Skills/Business Correspondence

October
Practicum and Preparation of Branch Plans for Bank Planning

November
Preparation for the Bank Planning

December 2008
Bank Planning and
Culmination for the 2008 Eight-Month MDP

C. EVALUATING

January 2009
KSA Evaluation among Managers
Performance Appraisal

D. DEVELOPING

June 2009
Strengthening Phase (Individual Specialized Course)
Further Opportunity Seeking


The MDP context is anchored on the program that hopes to establish a human resource capability building and development scheme whereby EBI managers are systematically trained in certain management competencies enabling them to improve the effectiveness and efficiency of their respective work stations while, at the same time, responding flexibly to new branch banking operational demands.

Aside from responding to the medium term development goal of the Bank to become a Thrift Bank in 2010, this program re-assures the readiness and resilience of the Bank’s manpower to catapult both growth and quality portfolio. Under the auspices of the Human Resource Management Department (HRMD), under the direct supervision of the HRD-Training Unit, this capacity building program hopes to usher the Bank to greater heights. ###



MDP: The EBI Way


ITS FRAMEWORK

*‘PUTTING THE LEARNING ORGANIZATION TO WORK THROUGH LEARNING BY DOING’


Developing a learning organization-- this intervention intends to focus on managers as decision-makers, but an MDP stream is drawn-up showing the competencies of the “management group” from supervisory position to senior management position.


“As a learning tool, it aims to generate critical knowledge and an array of strategies to navigate EBI towards the attainment of its goal.”

-Atty. Ronald E. Alvizo, President/CEO


ITS SPECIFIC OBJECTIVES


a. Ensure that an individual’s training is truly systematically done (as this is the concept of MDP); &

b. Proper corrective training will also be given.


*Figure 1. Framework of the Experiential Learning Process Flow

LEARNING BEFORE DOING (1)

LEARNING WHILE DOING (2)

LEARNING AFTER DOING (3)


This framework speaks for the processes anchoring from the Principle of Theory, Application and Learning. It is essentially required in developing a learning organization emanating from Goal Setting to Generating Ideas to Achieve the Goal.

Wednesday, August 27, 2008

People Behind

The Mentors of the EBI
Management Development Program


Ignacito U. Alvizo

Chairman

alvizoiu@ebi.com.ph/chitoiua@yahoo.com


Carla Divina Virtudazo-Capati, PhD
Board Member/ Consultant

dr_virtudazo@yahoo.com


Atty. Ronald E. Alvizo
President/CEO

ronald_alvizo@yahoo.com



Cecilia T. Briones
AVP-HRMD
brionesct@ebi.com.ph
ebi_cecilbriones@yahoo.com








Jennifer D. Suelto
SVP-Finance



sueltojd@ebi.com.ph
jen_mmc2005@yahoo.co


Emma A. Requilme
VP-Cash
requilmeea@ebi.com.ph
ebi_ear1950@yahoo.com








Roberto F. Salazar
AVP-BBG
salazarrf@ebi.com.ph
ebi_boyetsalazar@yahoo.com






John Jambo C. Regencia
SBL Head
regenciajjc@ebi.com.ph

jambo.regencia@gmail.com


Joel D. Lagura

MFD Head
lagurajd@ebi.com.ph

joel_d_lagura@yahoo.com










The Organizers

Nelson P. Casiano
HRD Manager
casianonp@ebi.com.ph

npcasiano@yahoo.com.ph







Karen Leigh L. Milloren
HRD Assistant
millorenkl@ebi.com.ph
kleigh_m@yahoo.com


BDM E-Learning Network

ENTERPRISE BANK, INC.
The Entrepreneurs’ Bank

ENHANCING BUSINESS INTELLIGENCE (EBI):
THE BUSINESS DEVELOPMENT MANAGERS’

E-LEARNING
NETWORK
Blog Site: ebilearningnetwork.blogspot.com

To post blog, please type
bdmlearningnetwork@gmail.com


RATIONALE

Building Resources in Developing Greater Effectiveness of Business Development Managers (BDMs)

Learning is tied to performance and career growth. HR takes care of tying e-learning to work activities.”

The need for EBI to improve organizational performance through its branch banking operational systems and processes is a must. In light of the newly introduced organizational changes by management, EBI strives to develop if not enhance managerial competencies among its branch managers or BDMs, improve its branch systems and develop responsive manpower including products and services thus, effectively delivering satisfying customer service.

True enough, EBI BDMs are particularly in need of assistance in continually developing their professional capacities to respond to the demands of branch banking operations being undertaken now.

This project seeks to bridge the capacity gap among BDMs by developing and/or enhancing the needed competencies and systems in five key management functions- operations management, human resource management and administration, marketing, opportunity seeking and financial management.

Enhancing Business Intelligence (EBI): The Business Development Managers’ Network

One of the focus areas of EBI E-LEARNING is the strengthening of the capacity of Business Development Managers in aspects of leadership, branch banking operations, marketing, opportunity-seeking, human resource management and development.

As they take hold of their respective job functions and responsibilities, the need to reinforce their learning development becomes critical in sustaining growth and effective performance. The need for these BDMs to be knowledgeable on systems and procedures and in acquiring technical proficiencies should be perfectly matched with the Bank’s strategic goals. These have become the primary challenges of BDMs.


OBJECTIVES

1. Enhance the knowledge and skills of EBI-BDMs on Strategic Branch Management; and
2. Align Branch Development Management systems with EBI’s strategic plans.


TARGET PARTICIPANTS

Business Development Managers (BDMs):

  • who would like to gain and/or improve their knowledge on various managerial and technical capability inputs

  • who would like to share best practices to other branches

Specifically, the following are the BDMs who may join the network:


Name

Area of Assignment

E-mail Address

1

Adobas , Mitchelle P.

Hinatuan

pedrosa_mitch2000@yahoo.com

2

Anasco , Allan P.

Aras-asan

allan_anasco@yahoo.com

3

Aranas , Jerome Cesar O.

Butuan

jeromearanas@yahoo.com

4

Barrios , Marvin V.

Boscaba

marbs_soirrab@yahoo.com.ph

5

Burnea , Eric M.

Surigao City

ericburnea@yahoo.com

6

Cervantes , Orlindo Jr., C.

Tagum Branch

lance_dongcer@yahoo.com

7

Guiral , Jesse C.

Mati

jesral_guiral@yahoo.com

8

Langit , Ben P.

Cebu

benheaven_cebu@yahoo.com

9

Magno , Clyde S.

San Francisco

clyde_magno @yahoo.com

10

Miranda , Julieta L.

Tandag

juliet76@yahoo.com

11

Moreno , Rogelio C.

GSC

bobot_moreno@yahoo.com.ph

12

Pascual , Rubelyn P.

Kidapawan

rubz_paracuelles@yahoo.com

13

Raz , Rex P.

Valencia

ebi_raz@yahoo.com

14

Resonar , Nover Jim A.

Digos

noverjim_resonar@yahoo.com

15

Sabella , Avelino G.

CDO

ebi_cdo_bm@yahoo.com

16

Salamanca , Russell William B.

Panabo

ebi_russell@yahoo.com

17

Sayawan , Alberto D.

Bislig

bertdance@live.com

18

Tello , Victor C.

Nabunturan

ebi_victor_tello@yahoo.com

19

Valderrama , Harold

Davao

haroldvalderrama@gmail.com

20

Viola , Conrad

Barobo

conrad_viola@yahoo.com

21

Yu , Rich-Al V.

Iligan

ebi_rich_al@yahoo.com.ph

22

Dayrit , Randy

Cebu (proposed)

randy_ebi@yahoo.com

MAIN ACTIVITY

Business Development Managers’ E-Learning Forum

The EBI E-LEARNING of BDMs is a forum conducted sporadically starting July 2008. BDMs will be sharing through the internet at least four learning (4) topics with the following general procedure:

  • Discussion of application of what has been learned in the previous e-interaction

  • Clarification on the previous topic and sharing of experiences on its application

  • General discussion of the current subject

  • Action planning on how to implement the lessons learned in the current topic

SUPPORT MECHANISMS

1. All participating BDMs can communicate via internet through an e-mail group. The e-group will allow participants to consult among them (peer group consultation) on issues or concerns during the specified period.

2. HRD shall organize meetings in between session wherein specific BDMs shall share experiences on branch banking operations’ best practices, focusing primarily on the topic discussed in the previous session. This will help the participants gain more knowledge through the experiences of other BDMs. Specifically, HRD’s role is anchored on the following:

  • a. HRD as communicator that articulates change management. This is a partnership work with the BDMs and Department Heads to understand fully the recent bank-wide initiatives, making sure as well that the training unit implements the learning activities aligned with the Bank’s broad initiatives.
  • b. HRD as an organizational effectiveness consultant keeping and maintaining employee skilling activities. This is to determine employees’ skill gaps and what learning experiences will help them most effectively. The solutions include formal classroom and online courses like compliance, as well as informal learning experiences such as coaching, online community networking and real-time search tools. These blended approaches allow the BDMs to mix and match learning approaches into a comprehensive banking program that provides EBI employees with necessary skills on the assigned job/task.
  • c. HRD’s other roles are as follows: innovator, technologist, integrator, educator and catalyst for change.

3. Identified coaches among EBI executives (resource persons during the MDP run) shall serve as ready mentors among BDMs.

4. BDMs are required to submit their respective learnings/insights as to the topics shared during a particular e-session. If there are questions raised and/or gray areas, coaches shall be requested to intervene.

5. Monitoring of the same shall be spearheaded by HRD.


MAIN SUBJECTS/TOPICS

1. Branch Banking Operation inclusive but not limited to Bank Policies and Procedures, Deposit Generation, Financial Management and Cash Management

2. Product Knowledge (SBL, GL and CLD, etc.)

3. Communication Skills/ Business Correspondence

4. Human Resource Processes

5. Operations Audit and Fraud Management

6. Other technical topics of interest to BDMs


TIMELINE


Date

Activity

Concerned Department

August 15, 2008

Project Launch

HRMD

August 22, 2008

1st Info Exchange

HRD

August 29, 2008

2nd Info Exchange

HRD

September 5, 2008

Info Review-Consolidation

Department Heads, HRD

September 8-30, 2008

Kick off of Technical Inputting

Mentors, HRD

October 3, 2008

E-Test and Submission of E-Test Answers

BDMs,HRD

November-December

Bank Planning Technical Exchange

BDMs, Department Heads


A good venue for BDM interactions

First, I would like to say THANK YOU VERY MUCH HRD UNIT FOR THE SUPERB IDEA. Keep it up!

To my fellow BDMs,

This a good avenue for us to actively participate/discuss matters that we are dealing every day. I hope it will help us a lot especially to the new BDMs who have lots of questions, worries and difficulties in the daily bank transactions.

So be free to share your thoughts, opinions and suggestions.

Thanks and more power!

Eric Burnea
Surigao City Service Outlet