Succession Management Workshop

BAP Credit Bureau Board Room

February 18, 2015

Workshop Documentation
I. Introduction
The Partnership between PinoyME Foundation and Rafael B. Buenaventura Foundation (RBBF)
continuous its venture in providing capacity building services to PinoyME loan clients and Paeng
awardees. This time, a workshop on Succession Planning Management has been designed specifically to
understand the importance of Succession Planning and address issues related to Succession
Management. The MFI Capability Program of PinoyME and RBBF was developed to provide partner
NGOs and MFIs a strategic approach on capacity building as well as to standardize its curriculum.
II. Participants
Name
Janeth Abuel
Ariane Castillo
Sonny Guiang

Organization
NSCC
NSCC
KGI

Jon Rianzares

KGI

Divina Santos

ASKI

Alicia Caliwag

ASKI

Dinah Verallo
Denessa Verallo

FairBank
FairBank

Maria Anna
Ignacio
Norman Los
Anes
Ethel Acorda
Patty Calilong
Marian Katigbak

KDCI

Designation
HR Officer
HR Assistant
Operations
Director
Executive
Director
HR and Admin
Director
Chairperson BOT
BOD
Corporate
Secretary
CEO

KDCI

HR Manager

PinoyME
RBBF

III. Workshop Proceeding

There were 5 MFIs present during the Succession Management workshop facilitated by Ms. Marian
Katigbak, one of Bank of the Philippine Islands (BPI) senior management. The workshop started with the
introduction of participants and a brief introduction of the workshop then it was followed by a prayer
led by Ms. Patty Calilong of RBBF. Ms. Calilong also provided a short introduction about the partnership
between PinoyME and RBBF and introduced Ms. Marian Katigbak as the resource person of the
workshop. She also explained the objectives of the workshop then gave a warm welcome to the
participants.

Ms. Katigbak introduced succession planning to the participants by getting more information about the
size, scope and the experience of the participants towards succession management then she relates
these to the need for a succession planning management. She mentioned that Succession planning is
not just filling in a need but it also prepares the whole organization. She shared about the importance of
Succession Management as follows:
1. Ensures continuity of the service
2. Supplies qualified people prepared to take over
3. Provides career paths for top-performers
4. Develops an external reputation that says your organization is for the long term
5. Sends message to your employees that they are valued
The 5 mentioned importances will guide the participants in developing their organizations succession
plan and establish criteria for the selection of a candidate for succession. The workshop was divided into
4 modules. Module 1 is about the components of Succession Management, Module 2 is about the
Succession Management Process, Module 3 is about Succession Management Strategies and Module 4 is
about the Structures to Support Succession Management.
Some of the participants have already established a succession management program while the others
are still at the stage of realizing the need for a succession planning. One of the reasons as to why they
need succession planning is that people come and go, they also cannot please every employee to
become part of the organization forever and it is also difficult to look for a person who would be willing
to accept the job regardless of the salary. Further, the industry is having strong competitors and they
cannot avoid piracy of quality people.

IV. Next Steps

V. Evaluation

1. The goals of the training were clearly defined

2. There was sufficient opportunity for interactive
participation
3. Each module stated the objectives clearly
4. Content is clear (clarity)
5. The workshop content is relevant to my work
6. The workshop is useful to me personally
7. I got most of my questions answered during the training
8. The materials were pitched at the right level
9. The schedule for the training provided sufficient time to
cover all the proposed activities
10. Showed mastery of the subject matter
11. Handled sessions in an organized, logical manner
12. Made it easy to comprehend the concepts
13. Concepts taught can be applied to our work situation

Strongly
Agree
5
4
8
0
8
0

0
0

Strongly
Disagree
2
1
0
1
0
1

Percentage
91%
91%

8
8
8
8
7
8
6

0
0
0
0
1
0
2

0
0
0
0
0
0
0

0
0
0
0
1
0
0

1
1
1
1
0
1
1

91%
91%
91%
91%
91%
91%
87%

8
8
7
8

0
0
1
0

0
0
0
0

0
0
0
0

1
1
1
1

91%
91%
89%
91%

14. Paced presentations properly

15. Encourages and succeeded in promoting group
participation through acceptance of questions, reactions,
disagreements and shared insights
16. Communicated ideas effectively in a clear audible voice
17. Stimulated and maintained participants enthusiasm
and interest throughout
18. In control of different situations
19. Showed awareness of new developments in the subject
area
20. I am happy that the workshop met my expectations
21. I am satisfied with my increased understanding of the
topic
22. Food and refreshments provided were of good quality
23. The meeting room and related facilities provided a
comfortable setting for the training
24. The location for the training was convenient for me

8
8

0
0

0
0

0
0

1
1

91%
91%

7
8

1
0

0
0

0
0

1
1

89%
91%

8
8

0
0

0
0

0
0

1
1

91%
91%

8
8

0
0

0
0

0
0

1
1

91%
91%

7
6

0
2

1
0

0
0

1
1

87%
87%

80%

25. The Secretariat provided courteous, friendly, and

efficient service
26. The materials were relevant and sufficient
27. The workshop lasted about the right amount of time

87%

6
5

1
1

1
1

0
0

1
1

84%
73%

VI. Photo Documentation