OPERATIONS MANUAL

TABLE OF CONTENTS
I. Purpose of the Manual………………………………………………………………… 2
II. Introduction……………………………………………………………………………... 2
III. Program Features……………………………………………………………………… 3
 Setting Up an Academy Network.………………………………………………... 3
 Bringing the Training to Local SMEs in the Regions/Provinces………………. 3
 Implementing Applied Learning Sessions in Various Stages…………………. 3
 Expanding Business Growth……………………………………………………… 4
 One-on-one Business Counseling by Trained Business Counselors………… 4
IV. Mechanics in Conducting SME Roving Academy………………………………….. 5
A. Preparatory Activities……………………………………………………………… 5
 Creating a Steering Committee…………………………………………….. 6
 Identifying Target Participants………………………………………………. 6
 Conducting a Training Needs Analysis…………………………………….. 6
 Selecting the Appropriate Network/Resource Persons……………………. 7
 Budgeting and Sourcing of Additional Funds………………………………. 7
 Submitting the Proposal………………………………………………………. 7
B. Implementing the SME Roving Academy………………………………………. 7
 Preparatory Activity …………………………………………………………… 7
 Actual Conduct of Training …………………………………………………… 8
C. Monitoring and Evaluation……………………………………………………….. 8
 Preparing Post Activity Report………………………………………………… 8
 Preparing Action Plan………………………………………………………….. 8
 Monitoring of Action Plan Results (after 1 year)…………………………….. 8
V. Templates/Toolkits……………………………………………………………………… 10
 Toolkit 1 - Characteristics of Enterprises in Different Growth Stages………… 11
 Toolkit 2 - Suggested Interventions in Different Growth Stages………………. 12
 Toolkit 3 - Sample Training Needs Analysis Survey Form……………………. 14
 Toolkit 4 - Sample Proposal Template…………………………………………… 18
 Toolkit 5 - Client Profile Forms and Feedback Form……………………………. 21
 Toolkit 6 - Sample SME Client Class Card………………………………………. 24
 Toolkit 7 - Post-Activity Report……………………………………………………. 25
 Toolkit 8 - Activity Planning……………………………………………………….. 26
 Toolkit 9 - Other Collaterals……………………………………………………….. 27

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 Purpose of this Manual

This manual is designed to help the Academy Network understand the overall
framework and operations of the Small and Medium Enterprise (SME) Roving
Academy. It is intended to assist the Program Managers (DTI-Regional/Provincial
Offices) in the implementation of the Roving Academy in their regions/provinces.

Introduction

SME Roving Academy is a management training program for would-be

entrepreneurs, SME owners, and managers of micro and small to medium-sized
businesses. This initiative is meant to provide continuous learning program for
entrepreneurs to help them better set up and step up their operations and improve
their competitiveness, thereby facilitating easier access to domestic and international
markets.

The Academy is an on-site learning institute for SMEs which integrates business
development services (BDS) at the local and national levels. Business modules in
the early stages of an enterprise’s journey in starting, growing and exporting will be
developed, tailor-fitted to the requirements of local entrepreneurs. These accelerated
training modules are designed to assist entrepreneurs in making meaningful
progress toward business success and sustain business growth.

Four of the seven learning stages identified under the Export Pathways Framework
will be the focus of the SME Roving Academy.
Figure 1: Learning Stages

Stage 7: Export Expansion Stage Regional Interactive

Stage 6: Export Sustainability Stage Platform for
Stage 5: Export Market Entry Stage Philippine Exporters
Stage 4: Export Readiness Stage
SME Roving
Stage 3: Market Readiness Stage
Academy
Stage 2: Market Awareness Stage
Stage 1: Start-Up & Capability Building Stage

Characteristics of the Different Growth Stages are provided on page 11 (Toolkit 1)

As shown above, first time entrepreneurs will be taught procedures on starting and
operating a business under Stage 1. Once the entrepreneur is ready to launch
his/her product and compliant to business permits and licenses, he/she is now
eligible for the higher learning stages (Stages 2-4 above) of the Program.

SME development stands as one of the government’s core strategies to achieve

inclusive growth. The SME Roving Academy hopes to contribute to this goal by
ensuring that all sectors across the country participate in economic development by:
1) engaging local stakeholders in the development of programs; and 2) establishing

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provincial, regional, and national entrepreneurship development networks to improve
SMEs’ access to BDS at the regional/provincial levels.

Under this Program, the proposing DTI-Regional/Provincial Office (the Program

Manager) conducts an initial training needs assessment of the target area in
consultation with champion or partner industry organizations, government agencies,
academe and other stakeholders. Results of studies and focused group discussions
recently done in crafting the MSME Development Plan may also serve as basis for
building information on the management training needs of SMEs in a given
province/locality. Industry trends and global developments that are readily available
may also be used in identifying the appropriate training program for the
region’s/province’s SMEs.

Program Features

The features of this Program are as follows:

1.) Setting up an Academy Network – Agencies providing business development

services have been identified as Network Partners in designing the
curricula/programs that will help develop the management capabilities of SMEs.

The potential network partners include:

• Local Government Units

• Chambers of commerce
• Academe
• Financial Institutions
• Trade and Industry Associations
• Other government and non-government organizations.

2.) Bringing the Training to Local SMEs in all Regions/Provinces – Training

programs will move from national (head office) to the regions and to every
province in the country. The Academy Network will drive business growth by
bringing the training to SMEs in the region/provinces, targeting areas with strong
industry clusters or those which have identified their SMEs’ training needs.

3.) Implementing Applied Learning Sessions in Various Stages. Learning

sessions will be made practical, experiential, and attuned to the current
challenges faced by SME participants. To facilitate learning and implementation
of interventions/plan of action, business modules will be designed from the
perspective of an owner or a middle manager in an SME.

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4.) Expanding Business Growth. The Academy through the Network Partners
will drive business performance in the region/province by integrating real-life
lessons and challenges faced by SMEs in starting, growing, and exporting.

The Academy has identified four (4) critical stages of an enterprise’s pathway
to business growth or of eventually becoming a ready exporter. The program
has pre-identified specific interventions necessary to prepare an entrepreneur
into entering the domestic and the international markets. The entrepreneur
does not have to undergo the step-by-step process but this Academy’s
platform of interventions hopes to provide the Program Managers/Business
Counselor guidance and hints on how to diagnose the readiness of the
enterprise in progressing to higher levels of government interventions.

(The characteristics of enterprises with the suggested interventions in the

different growth stages can be found in the Toolkit section, Toolkits 1-2, pages
11-13.)

5.) One-on-One Business Counseling by Trained SME Counselors. The SME

Roving Academy will include business coaching by SME counselors trained
recently under the Shindan Program. Participants may visit an SME counselor
assigned at the DTI- SME Center located in each province to seek further
business guidance. Most DTI-SME counselors are capable of providing basic
information to SMEs on how to start a business and to which agencies SMEs
could be referred to for their specific needs. Some SME counselors have
adequate business-counseling skills and basic knowledge on management,
and can provide practical business advisory to SMEs.

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Mechanics in Conducting SME Roving Academy

A. Preparatory Activities

The Roving Academy is a customized training program for targeted SME

participants. It is important that the Program Managers understand its
clientele and their training needs before submitting a proposal to organize
such program.

Please note that expenses for these preparatory activities are to be

sourced/charged from the regular funds of the Program Managers.

Figure 2: Flowchart

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 Creating a Steering Committee (MSMEDC/Industry sectors)

As provided in Figure 2 above, prior to implementing the SME Roving

Academy, it is suggested that the Program Manager creates a Steering
Committee that will assist in various aspects of the Program including
among others, gathering information on the training needs of SMEs or of
the target participants, identifying local or national partners, budgeting, and
designing or selecting appropriate business modules for the target
participants.

In provinces where the MSMED Council is established, this body can

already serve as the SME Roving Academy Steering Committee. The
decision points or responsibilities of the Steering Committee may include:

- Identifying the target participants. The target SMEs must be

defined in order to design the right training plan for their learning
stages. The proponent may give priority to those participants/
enterprises with existing or potential markets but lack the
capability to grab such opportunities.

- Conducting a Training Needs Analysis (TNA) of the target

participants. Industry associations, LGUs, private and other
government agencies or the MSMED Council are sources of
information on the profile of SMEs in the locality. Results of
recent studies and focused group discussions done in
crafting/harmonizing the MSMED Plan with local development
plans are likewise useful in scoping for the training needs of
SMEs in the locality.

If the industry or the target SME sector has been identified, the
following guide questions can help the PM/Steering Committee
identify the training needs of the industry:

o What is the current situation?

o Where does the industry want to go?
o Which of the industry gaps are attributed to
inappropriate/wrong mindset or the lack of knowledge
and skills?
o Which of the training needs should be prioritized to
address current gaps?

Similarly, an individualized TNA may also be conducted to a

target audience to generate more accurate training

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 requirements of the participants. Refer to Toolkit 3 on page 14
for the sample TNA.

- Selecting the appropriate network partners. The Program

Manager should identify partners in the area or locality, aside
from national partner agencies, who can better provide the
training needs of the local entrepreneurs. These agencies
should make their resources available as their counterpart in
this partnership.

- Budgeting and sourcing of the additional funds. Funding of

SME Roving Academy can be partly charged to the MSMEDC
Penalty Funds, and to the partner agency’s funds as their
counterpart. The following items should be part of the budget:

1. Meals
2. Honoraria of Resource Persons
3. Rental of Venue and Equipment
4. Collaterals/Promotional Materials
5. Transportation and Accommodation of Speakers
6. Communication/Documentation
7. Training Materials/Supplies
8. Gasoline

- Developing the proposal for submission to DTI-BMSMED. A simple

template may be followed by the Steering Committee in submitting a
proposal to conduct SME Roving Academy in the Province/Region.
Refer to Toolkit 4 on page 18 for the sample template.

B. Implementation Stage

 Preparatory activity – After receiving the allotted funds from DTI-

BMSMED thru DTI-FMS, the Program Manager will do the following:

- Design program of activities

- Invite target participants/resource persons
- Follow up and confirm participants, resource persons, and guests
- Prepare guest list and invite guests
- Identify and negotiate for the proper venue, select meals, and
prepare required equipment
- Print collaterals (streamers, flyers)
- Reproduce presentation materials of resource persons
- Prepare training kits (IDs, paper, ballpen, training handouts)

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  Actual conduct of training – During the training, each participant will
be requested to fill out a client profile form to help the Program
Manager/SME Counselors better identify the training needs of the
client. A completely filled up feedback form is likewise secured from
each participant to assist the PM in designing the succeeding training
programs. Refer to Toolkits 5-6 for the Client Profile and Feedback
Form and the Sample SME Roving Academy SME Client Class Card
on page 23.

A unique number to individual DTI-assisted MSME should be assigned

to facilitate the monitoring of assistance provided. Refer to Toolkit 9 for
sample Identification Card on page 28.

C. Monitoring and Evaluation

- Preparing post-activity report

Implementing region/province is expected to document the

proceedings of the activity particularly noting the implicit and explicit
comments, recommendations, and problems expressed by the
participants. Report should also include profile of participants,
evaluation of courses and speakers, and a brief write up including
pictures of the conducted activity.

Submission of the report to RODG and BMSMED should be within two

(2) weeks after the conduct of the event. Refer to Toolkit 7 for the SME
Roving Academy Post Activity Report.

- Preparing Action Plan

After the activity, profiles of the participants will be updated through the
assistance of DTI-SME Counselors and will be used as basis for
monitoring the activities they have undertaken. An action plan is
necessary to determine the participant’s level of progress or
competency and will be the basis for future business development
services.

- Monitoring of Action Plan results (after one year)

Semi-annual or annual monitoring through firm visits will be done by

concerned DTI provincial office/SME Counselors to be able to
effectively measure how their learnings are being applied in their
business operations. Monitoring and evaluation will be done according

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to the following parameters: impact, relevance, effectiveness, and
efficiency. On bottomline targets, monitoring will be based on:
 Sales Generated (domestic or export)
 Employment Generated
 Investment Increased
 New Market/s Developed
 Company Networth Increased

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Toolkits/Templates
Toolkit 1 - Characteristics of Enterprises in Different Growth Stages
Toolkit 2 - Suggested Interventions in Different Growth Stages
Toolkit 3 - Sample Training Needs Analysis Survey Form
Toolkit 4 - Sample Proposal
Toolkit 5 - Client Profile Forms and Feedback Form
Toolkit 6 - Sample SME Roving Academy SME Client Class Card
Toolkit 7 - Post-Activity Report
Toolkit 8 - Activity Planning
Toolkit 9 - Other Collaterals

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 Toolkit 1 - Characteristics of Enterprises in Different Growth Stages

Stage 1: In the early stage in the life cycle of an enterprise, the entrepreneur or
would-be entrepreneur is more concerned in generating ‘business ideas’ or in
moving to securing financing, laying down the basic structure of the business, and in
initializing its operations.

Stage 2: When an enterprise survives its early life challenges, the entrepreneur
begins to think of ways on how to expand and keep the company stable and
profitable. In expanding markets, the entrepreneur must not only be knowledgeable
on exporting but also be more prepared for fiercer competition. Better product
packaging, certification, and efficient supply chain become a concern of the
entrepreneur.

Stage 3: This is a pivotal stage in the life of an enterprise. The production capability
of the enterprise has been established at this stage and it is now seeking opportunity
to expand its markets. However, an entrepreneur is now facing varied and complex
issues of where to get financing, how to navigate the export market, and where to
get the best resources including people who can help run the business. These
resources are very critical to an enterprise pathway to expanding the business and
or entering the export market.

Stage 4: At this stage, the enterprise is ready to penetrate the global market and
has made the decision to export. It is a must at this stage that the entrepreneur has
the capacity and time to engage in the export business. Updated market information
is an enterprise’s compass to exporting. More aggressive training or updating of the
knowledge of market trends, designing/prototyping of new designs, participation in
trade fairs as well as active participation/membership in industry association must
therefore be part of the entrepreneur’s routine.

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 Toolkit 2 – Suggested Interventions in Different Growth Stages

Stage 1 Qualifying Criteria Suggested Network

Interventions Partners

• Start Up • Commitment/Interest • Entrepreneurship • Academe

• to start a business Seminars • LGUs
• Business Opportunities • Trade and
Industry
Assn.
• Existing • Business registered with • Business • NGAs
enterprise appropriate government Registration/ Permits • NGOs
agencies Procedures/ • Chamber
• Presently producing for Accreditation • Financial
domestic market • Managerial Skills Institutions
• No criminal and/or civil Training
complaints • Customer Relations
• Commitment of Management
participants • Financial
• Diligent taxpayer Management
• With complete and • Green Values
updated company profile • Marketing
based on DTI’s BPMS Management
template • Costing and Pricing
• Market Information
• Skills Training
Stage 2 Qualifying Criteria Suggested Network
Interventions Partners

Market • Business registered with • Technology • Academe

Awareness appropriate government Application/ • LGUs
agencies Productivity • Trade and
• Domestic/Export Improvement Industry Assn
awareness • HACCP/GMP • NGAs
• Interest to know target Awareness • NGOs
countries/ preferences • Waste Minimization in • Chamber
• Participation in provincial, the Manufacturing
regional and national Process
trade fairs • Production
• No criminal and/or civil Management
complaints • Environmental Effects
• Diligent taxpayer to Food Safety: Food
• With complete and Processing
updated company profile • Cleaner Production
based on DTI’s BPMS • Supply Chain
template Management
• With basic business • Total Quality
plan using simplified Management
template • Basics of Exporting
• Export Opportunities
• Trade Fairs
participation

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 Stage 3 Qualifying Criteria Suggested
Interventions

Market • Products with potential for • Marketing and • LGUs

Readiness export/ submission of Promotion • Academe
product portfolio • - Market Facilitation/ • Chamber
• Organization/management Trade • Trade and
system in place • Missions to expand Industry
• Export business logistics local Association
ready • market base • NGAs
• Available ample raw • - R & D/Product • NGOs
material supply base Development
• Certified by • - Website
PTTC/BMSMED to have Development
completed basics of • Value Chains
exporting or basics of • Specialized
services exporting Certification/
• No criminal and/or civil Accreditation
complaints (HACCP, GMP,
• Diligent taxpayer BFAD, Food Safety)
• With complete and where required
updated company profile • Product Registration
based on DTI’s BPMS • Advanced IT
template Application
• Export Mentoring
• Credit Brokering
• Market Intelligence
Stage 4 Qualifying Criteria Suggested Network
Interventions Partners

Export • Mayor’s business permit • Market Info • Chamber

Readiness • For food producers, valid Sessions/Market • LGUs
License to Operate (LTO) Intelligence • Trade and
from FDA • Product Dev’t Clinics
Industry
• No criminal and/or civil • Process & Product
complaints Standardization Association
• Diligent taxpayer • Packaging & Labeling • NGOs
• With complete and • Export Mentoring • NGAs
updated company profile • Website Development
based on DTI’s BPMS Trainings
template • Preparation of
• At least 2 successive and Promotional Materials
favorable exposure in • National/Re’g Trade
regional or local trade fairs Shows/ Visual
• Market niche/s identified Merchandising
• Firm ready to export its • Business Matching
products
• Added advantage:
• Membership in a DTI-
recognized industry
association
• Membership in PhilExport

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 Toolkit 3 – Sample Training Needs Analysis

TRAINING NEEDS ASSESSMENT SURVEY FORM

I. RESPONDENT

Name: Position Title:

Areas of Responsibility:  Finance and Administrative Manager

 Others
 Marketing
 Production
Years in the company:

II. THE COMPANY

Name:

Provincial Address:

Manila Address:

Website: Email Address:

Year the company was established: Year the company started exporting

Educational attainment of owners and managers: Training programs/courses attended by owner

and managers (last 2 years):
 Elementary/High School
 College (Course:____________________)
 Post-Graduate (Course:_______________)
No. of male employees: No. of female employees: No. of employees with disabilities:

Type of Business:  Export Trader

 Subcontractor
 Manufacturer-domestic market  Others___________
 Manufacturer-exporter
 Raw material supplier
Main Products:
 Costume Jewelry  Travelgoods/handbags/
 Fresh Food  Fine Jewelry leathergoods
 Processed Food  Furniture and Furnishings  Garments
 Marine and Aquaculture  Houseware, Giftware and  Metallic Minerals
 Motor Vehicle Parts – Holiday Decors  Coconut Products (non-food)
chemicals, oleochemicals,  Footwear  Seaweeds/Carageenan
alkyd/allied resins  Others, please specify

Value of annual company sales (what is the reason for decrease, if any?)

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2009 2010 2012

Percentage of export sales to total sales.

2009 2010 2012

What are your present export distribution channels?

 Indirect channels (selling to local importers)

 Direct channels (selling to international agents, distributors in export markets)
 Production abroad (under licensing, franchising, joint venture agreements, etc.)
 Internet
 Others, please specify

What are your present export markets?

Which of the following ICT wares does your company have?

 PC equipped with basic hardware and

software (basic ICT stage)
 Email  E-commerce
 Internet browsing  Inventory management software
 Video conferencing  Customer relationship management software
 Intranet  Enterprise resource planning software
 Others

II. BUSINESS GROWTH PLANS

In the next two years, how much of your target sales will be from domestic market and from export
market?

_____% Domestic ________% Export

What types of buyers are you targeting?

For Domestic For Export

 Individual consumers  Individual consumers

 Private companies  Private companies
 Government  Government
 Others  Others
What are your growth strategies?

For Domestic Market (please answer only if For Export Market (please answer only if applicable)
applicable)

 Penetrate existing market

 Develop new product for existing market  Penetrate existing market
 Develop new market for existing products  Develop new product for existing market
 Diversify (new product for new market)  Develop new market for existing products
 Diversification (new product for new market)

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 What will be your new export markets ?

What other plans do you have?

 Set up a subsidiary for our raw materials and intermediate inputs requirement
 Set up own distribution system
 Sell through the Internet
 Acquire the business of our competitors
 Others
What business capabilities are you planning to build or improve in the next two years?

 Producing at lower cost vs. competitors’

 Meeting the quality and safety requirements of buyers
 Meeting delivery dates
 Meeting the quantity requirements of buyers
 Communicating with buyers (including online communication) such as promotion and advertisement
 Others
What obstacles would likely affect your business growth?

III. TRAINING NEEDS AND PREFERENCES

Relative to your future plans, what are the five most important training topics would you like PTTC or
other training institutions to offer? Please be specific (example, cleaning plant equipment, preparing
export marketing plan for the Korean market, etc., handling customer complaints, etc.)

What particular training do you need for the following:

For Owner/CEO/Top For Middle For technical/ rank- For your subcontractors,
Management Management and-file employees suppliers and distribution
channels?

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Which of the following training methodologies Which do you prefer as to the following?
have you/your staff experienced?
 Classroom training (traditional)
 Correspondence conducted through regular  Isolated/secluded/distance training
mail
 E-learning (through the Internet)
 Telecourse/broadcast (course delivered via
radio or television)
 Others
 None of the above

WHAT WOULD BEST FIT YOUR TRAINING NEEDS AS TO THE FOLLOWING?

SCHEDULE (WHAT MONTH) NO. OF DAYS TIME (for half-day training)

 Half-day  AM
 1 day  PM
 2 days  Whole day
 3 days or more

FOR YOU, WHAT IS AN EXCELLENT LEARNING EXPERIENCE? (IN CONTENTS, TRAINING

METHODOLOGIES, RESOURCE PERSONS, VENUE, ETC.)

OTHER COMMENTS/SUGGESTIONS

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 Toolkit 4 – Sample Proposal

I. Project Title

SME Roving Academy Program

II. Executing Agency

DTI-Regional Operations Development Group (RODG)

III. Project Description

The Micro, Small and Medium Enterprise Development (MSMED) Plan 2011-2016 was
crafted in consultation with MSMEs and other stakeholders at the national and sub-
national levels.

During these consultations, a common concern identified by micro enterprises is the

availability, accessibility and affordability of information, and capability building services
available to the sector in the areas that relate to financing, access to markets,
productivity and efficiency, and design and product development.

To address this issue, DTI-RODG is proposing the mounting of the SME Roving
Academy in all of the country’s 16 regions. The activity will bring to regional MSMEs
learning programs designed to promote entrepreneurship, improve access to credit and
markets, and increase productivity and efficiency.

Micro enterprises assisted by SME Roving Academy will be linked to the BETP-
Regional Interactive Platform for Philippine Exporters (RIPPLES) program which
assists enterprises to become export ready.

IV. Objectives

General:

To enhance the competitiveness of MSMEs in the regions, thereby increasing their

contribution to GDP, and total employment.

Specific:

1) To provide would-be and existing entrepreneurs with a right entrepreneurial

mindset and attitude to establish and grow their businesses;
2) To enhance the managerial capabilities of MSMEs;
3) To provide would-be and existing entrepreneurs with appropriate knowledge on
marketing preference, technology and lifestyles;
4) To increase awareness of MSMEs on government business and licensing
requirements.

V. Target Beneficiaries

A minimum of 650 beneficiaries of the program per region or a total of 10,400

beneficiaries from the 16 regions comprised of the following:

 Existing MSMEs
 Would be entrepreneurs
- Youth Sector

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 - Overseas Filipinos (OFs) and their families
- Retirees
- Housewives
- Differently-abled persons

Graduate participants of SME Roving Academy- Export Awareness Stage programs will be
qualified to join the RIPPLES program, provided they have existing businesses and have
passed the general qualifying criteria to become formal RIPPLES enrollees.

VI. Strategy

To be able to achieve the above objectives, the following actions are proposed:

1. MSME Diagnosis

An initial needs assessment will be conducted by the DTI Regional Offices. This can be
done through a dialogue among business development service providers and MSMEs.

2. Mounting of the SME Roving Academy

Resource speakers from the government and private sectors will be invited and brought
to the regions to conduct learning/training sessions on topics identified during the needs
assessment phase.

3. MSME Information Materials/ Publications

MSME information materials published by various private and public organizations

including DTI will be provided to the participants.

4. Post Activity Report

DTI-RODG will monitor the results/impact of the conducted activity through the post-
activity reports submitted by the regional offices.

5. Awarding of Certificate of Completion (CoC)

This will qualify the MSMEs (with CoCs) to attend the course offerings in the RIPPLES to
prepare them for exporting or at least be sustainably competitive in the domestic market.

VII. Expected Results

The program is expected to deliver the following results:

 MSMEs created/developed
 MSMEs assisted

VIII. Timelines and Location

IX. Budget Estimates

• Meals
• Honoraria of Resource Persons
• Rental of Venue and Equipment

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 • Collaterals
• Transportation and Accommodation of Resource Speakers
• Communications
• Training Materials/Supplies

X. Components/Activities (Refer to suggested topics/interventions per stage)

A menu of services and corresponding programs are categorized by the following

stages:

 Stage 1 - Start-Up and MSME Capability Building

 Stage 2 - Market Awareness
 Stage 3 - Market Readiness
 Stage 4 - Export Readiness
 Stages 5-7 - Export Market Entry, Sustainability and Expansion

XI. Cooperating Agencies

 Local Government Unit (LGU)

 Chamber
 Academe
 Financial Institutions
 Trade and Industry Associations
 Other government and non-government organizations

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 Toolkit 5 – Client Profile Forms and Feedback Form

SME ROVING ACADEMY

REGISTRATION FORM - Existing MSME

TYPE OF DTI ASSISTANCE: DTI Agency/Unit Providing Assistance

Specific Title/Type of DTI Assistance Date Provided

BUSINESS NAME Email Address

Name of Owner/President/Chairperson Gender  Abled  PWD

 Male  Female  Indigenous Person
Contact Person/Position Gender  Abled  PWD
 Male  Female  Indigenous Person
Business Address

No./Bldg. Street Barangay City/Municipality

Province Region District Zip Code

Mobile Number Landline Number Fax Number

Form of Ownership
 Sole Proprietorship  Parnership  Corporation  Cooperative
 Association  Organization  Foundation  Rural Workers Organization/Association
Major Business Activity (select only one)
 manufacturing  processing  agri-production  wholesaling  retailing  consolidation
 sub-contracting  distributorship  exporting  importing  service provider
Product/Service Lines

Initial Capitalization YEAR ESTABLISHED:

YEAR ESTABLISHED:
 below P100,000.00  >P100,00 to P500,000  >P500,000 to P1.5M  >P1.5M to P3M
 >P3M to P5M  >P5M to P10M  >P10M to P15M  >P15M to P100M
Asset Size Classification, as of ________ (pls. indicate Year)
 below P100,000.00  >P100,00 to P500,000  >P500,000 to P1.5M  >P1.5M to P3M
 >P3M to P5M  >P5M to P10M  >P10M to P15M  >P15M to P100M
No. of Employees, as of _________ (pls. indicate Year)
FULL-TIME ABLED PWD INDIGENOUS SENIOR PART-TIME ABLED PWD INDIGENOUS SENIOR
PERSON CITIZEN PERSON CITIZEN

Male ______ ______ ______ ______ Male ______ ______ ______ ______

Female ______ ______ ______ ______ Female ______ ______ ______ ______

___________________________________
Signature
TO BE ACCOMPLISHED BY DTI
STAGE OF BUSINESS OPERATIONS:
 Stage 1: Start-Up & SME Capability Building  Stage 2: Domestic Market Promotion & Penetration Stage
Stage 3: Export Awareness Stage
REGISTERED BUSINESS NAME: REF. NO.

BUSINESS NAME REGISTRATION NO. PSIC:

BUSINESS PERMIT (LGU) REGISTRATION NO. DATE REGISTERED

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 SME ROVING ACADEMY
REGISTRATION FORM
Potential Entrepreneur

Type of DTI Assistance: DTI Agency/Unit Providing Assistance

Specific Type/Title of DTI Assistance Date Provided:

Type of Potential Entrepreneur

 Housewife/husband  Retiree  Senior Citizen  OFW
 Self-Employed  Private Employee  Government Employee  Professional
 Student Out-of-School Youth  Others (pls. specify) _______________________________

Name (First, Middle, Last)

Gender  Abled  PWD
 Male  Female  Indigenous Person

Home Address

No. Street Barangay City/Municipality

Province Region District Zip Code

Mobile Number Landline Number Fax Number Email Address

__________________________________
Signature

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 PAGSUSURI NG PAGSASANAY / POST TRAINING EVALUATION FORM
Pamagat ng Gawain / Title of Activity: ________________________________________________
Petsa at Lugar / Date & Venue : ________________________________________________
Pangalan / Name ________________________________________________
Position/Office ________________________________________________
Please rate the program by putting check ( / ) on the appropriate box being represented by:
5 (Outstanding),4 (Very Satisfactory), 3 (Satisfactory),2 (Needs Improvement), 1 (Poor)
5 4 3 2 1

1. Naipaliwanag nang mabuti at nakamit ang mga layunin ng pagsasanay

(Objectives were explained and achieved)

Paliwanag/Explanations

2. Dami at kahalagahan ng paksang tinalakay

(Quantity and relevance of topics discussed)

Paliwanag/Explanations

3. Iskedyul at daloy ng pagsasanay / pagtalakay sa mga paksa

(Schedule and processes used in the training / in the discussion of topics

Paliwanag/Explanations

4. Pamamaraang ginamit ng mga tagapagsalita sa pagtalakay ng mga paksa

(Methods used by the trainers/facilitators)

Paliwanag/Explanations

5. Pakikilahok ng mga mag-aaral sa mga gawain at talakayan

(Participation of trainees in activities and discussions)

Paliwanag/Explanations

6. Babasahin at mga kagamitan sa pagtuturo na ginamit ng tagapagsalita

Hand-outs and visual aids used by the resource person/trainer)

Paliwanag/Explanations

7. Pagkain, silid aralan/gawaan, tulugan, at iba pang pasilidad sa lugar ng

pagsasanay
(Food, session hall, and other facilities in the training venue)
Paliwanag/Explanations

8. Sa kabuuan, ano ang masasabi mo sa ginanap na pagsasanay?

(In general, what can you say about the training/seminar?)

9. Ano pa ang iyong maibibigay na mungkahi upang mapabuti at maisaayos ang pagsasanay na ito?
(What other suggestions can you give to improve the conduct of this training/seminar?)

10. Iba pang pahayag tungkol sa pagsasanay.

(Other comments on the conduct of the activity)

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 Toolkit 6 – Sample SME Client Class Card

SME CLIENT CLASS CARD

Training Tracking System

SME I.D. Number: R1- 00000001

Name of Enterprise:____________________________________________________
Name of Participant:_________________________________
Position in the Company:_______________________________
Indicator Training # of Date of Completion
Hrs.
Stage 1:  Entrepreneurship Seminar
Start Up  Business opportunities
 Business Registration Permits Procedures
 Managerial Skills Training
R  Customer Relations Management
 Financial Management
E  Costing and Prcing
 Market Information Skills
A  Others - Business Advisory
Total
D Stage 2:  Technology Application/Productivity
Market Improvement
Awareness  HACCP/GMP
I
 Waste Minimization in the Manufacturing
 Production Management
N  Others – Business Advisory
Total
Stage 3:  Marketing and Promotion
E Market  Market Facilitation/Trade Mission
Readiness  Development of Website
S  Specialized Certification
 Others – Business Advisory
Total
S Stage 4:  Market Info Sessions/Market Intelligence
Export  Product Development Clinics
Readiness  Process & Product Standardization
 Others
 One-On- One Market Entry Advice
EXPORTING  Market updates (online/hard files)





GROWING 

EXPORT 


Recommendation:
 Attend training on:  Graduate to Stage  Completed SME Roving Academy
------------------------------------ (2-4)  For endorsement to RIPPLES
------------------------------------
----------------------------------- Specifics:
- One-on-one Market Entry Advice to Canada,
USA, etc.
- Access to market update/business leads
Recommended by : ______________________Provincial SME Counselor
Approved by :_______________________DTI Provincial Director

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 Toolkit 7 – Post-Activity Report

SME Roving Academy 2013

Post Activity Report
Region/Province: ________
Activities Evaluation of the Who supported the activity What follow-up
Conducted Program aside from BMSMED, ROs, activities need to
POs? be undertaken (e.g.
Number of Participants How would you rank repeat of the same
in terms of course or level up)
Content/speakers? and when?
(Average ranking,
1- lowest; 5-highest)
Target Actual Profile of Participants Speak Content Agency / Form of
er Organization Support (e.g.
financial, use of
facilities,
presence of
LGU, etc.)
Male Female Total Existing OFWs Young Others
MSMEs Entrepreneur (LGUs,
s Chambers,
other gov’t
offices,
PWDs,
Students)
M F M F M F M F

A. Opening
ceremony

B. Seminars
(Stage __)

B.1. Topic 1

B.2. Topic 2

B.3. Topic 3

*Provide brief write up including pictures of the conducted activity.

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 Toolkit 8 – Activity Planning

Activity Responsible Wk1 Wk2 Wk3 Wk4 Wk5 Wk6 Wk7 Wk8
Person
Create Steering Committee
Send Invites to possible
partners
Convene the Steering
Committee and discuss
responsibilities
Identify target participants
MSME Diagnosis/ Conduct
Training Needs Analysis/
Review industry profile
Consult industry
associations, LGUs or target
participants
Prepare Budget
Meals
Honoraria of Resource
Speakers
Rental of Venue
Collaterals, Media
Transportation and
Accommodation of Resource
Speakers
Communications
Training Materials/Supplies

Prepare Proposal for MSMED RO/POs

Funding

Await Approval and transfer of BMSMED

funds
Mounting of the SME Roving
Academy
Identify topics and resource
persons
Send invites
Prepare collaterals
- tarpaulins
- brochures
- training manuals
- Identification Card
- Registration
- Survey Form (Individual
TNA form of participant)
Prepare Post Activity Report

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\
Toolkit 9 – Other collaterals

Identification Card

SME ROVING ACADEMY

MAKATI CIT Y
May 1, 2013

SME I.D. Number: R1- 00000001

JUAN DELA CRUZ

Owner/Manager, Weavers Inc.
PARTICIPANT (Stage 1)

Cooperating Agencies:

DTI LGU ACADEME INDUSTRY ASSOC. ETC.

Tarpaulin

27
BUREAU OF MICRO, SMALL AND MEDIUM ENTERPRISE DEVELOPMENT
5/F, Trade and Industry Building, 361 Sen. Gil J. Puyat Avenue
1200 Makati City, Philippines
Trunkline (632) 7510.384 • Fax (632) 896-7916
E-mail: bmsmed@dti.gov.ph
www.dti.gov.ph

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