Strategic Planning Workshop

893.3199697.4071
www.exeqserve.com
information@exeqserve.com

Unit 404 VGP Center
6772 Ayala Avenue Makati City
Workshop Overview
Rationale
As your organization prepares itself for the challenges of
the coming years, the need to establish a strong strategic
plan becomes apparent. In order to come up with an
effective plan, management recognizes the need to seek
the help of a facilitator who can help guide the
organizations management through the stages of the
planning process.

As sure as effective plans are not created overnight, the
approach ExeQserve proposes is one that requires some
studied look at the organizations desired future and
coming up with a strategic map that will enable the
leaders to lead the group towards it. Our experienced
consultant offers not only his experience in planning but
some of the most widely used tools for creating easily
readable roadmaps with clear milestones toward the
goal. He shall sit with the planning participants several times to ensure that plans are aligned, measures
are in place and initiatives are properly communicated company-wide to ensure that everyone in the
organization is clear about goals and roles.

Program Framework

We propose to follow the drawn framework to ensure that there is line of sight from the companys
mission and vision, down to its strategic initiatives. This also ensures that measures and targets are in
place and that departments and people are accountable for their delivery. This framework also
ensures that financial targets are supported by customer satisfaction, internal process improvements
and learning and growth targets and initiatives.

2 Components

1. Plan Preparation (2 hours) will be held at least two weeks in advance of offsite planning session, This
activity will help the participants become familiar with the framework and the tools to be used for
planning.
2. Plan Presentation (2 Days) Each group will present their plans to the rest of management so others
may give feedback and make realignments to make the whole organizational plan cohesive and
doable.

Planning objectives
At the end of this consulting engagement, it is expected that the participants are able to:
Align plans with the companys vision and mission
Consider past experiences in future plans
Establish key objectives, initiatives and action plans
Determine needed resources to put plans to action
Workshop Outline
Time Topic Activity Objectives
Pre-planning Session
1.5 hours

Understanding the planning framework
Techniques in environmental scanning
Getting alignment
KRA, KPI and KPOs
Identifying key initiatives
Creating Action Plans
Describe and follow
the planning frame-
work

1.5 hours Establishing Organizational Direction
Review of past performance
Top Management Presentation on strategic
objectives and quantifiable targets (short/long
term)
Briefing on the templates to be used for
planning (SWOT, Plan Document, Plan Presen-
tation, Budget template)
Establish strategic direc-
tion and key priorities
Day 1 and 2
Day 1

9:00 to 12:00
Reviews and Goals alignment/realignment

Each Department representative will present the
following:
Past years performance review
What we did well
What can we do better
Environmental Scan
Presentation of this planning periods goals in
alignment with previously agree organiza-
tional targets.
Match departmental
goals with organiza-
tional goals
1:00 to 5:00

Day 2:

9:00 to 3:00
Initiatives and Action Plan Presentation
Each Department representative shall present
the following:
Key result areas/ key performance indica-
tors and key performance objectives
Key initiatives
Action Plans
Resources/Budget needed
Present action plans that
align with departmental
and organizational objec-
tives
4:00 to 5:00 Wrap Up
Putting it All Together / Consolidation
Integrate plans
5:005:30 Forward Agenda & Next Steps
Closing
Establish next steps
Lead Facilitator
Edwin C. Ebreo
President, ExeQserve, Corporation

Edwin is the founder and President of ExeQserve, Corporation, an HR Solutions Company. He is also the
companys head consultant for Organization Development and Human Resource Development.

Ed developed his skills in training, recruitment, human resource management, organization development
and management consulting through twenty years of collective experience in the retail, financial, BPO
and HR consulting business.

Before his founding of ExeQserve, Ed was HR Director/Manager for CheQ Systems, Athena E-Services and
PET Plans Subsidiary Companies. He was also Head of Training for SPI Technologies, Inc. and Philippine
Seven Corporation, the local franchise owner of 7-Eleven Convenience Stores.

HRMD Strategies Development and Implementation
Ed facilitated a number of strategy formulation, policy writing and change management for the
implementation of employee handbooks, compensation programs, performance management system,
competency-based HRD, incentive schemes and retention programs for companies like CORE, Mobext,
Numlock, ALC holdings, SEARCA, Tenkiebox, Provincial Governments of Bohol and Guimaras.

Learning Activity Design and Implementation
Ed developed dozens of courses and workshops on topics like high performance leadership, supervision,
management, change, creativity, coaching, personal effectiveness, values alignment, career planning,
maintaining discipline in the workplace, trainers training, presentation skills enhancement, assertive
communication, strategic planning and team building. His creativity and skill in learning activity design
enables Ed to customize programs based on the identified needs of clients.

Industry Experience
Ed has worked with organizations in various industries and sectors. He is an accredited learning service
provider of Philippine-Australia Human Resource and Organization Development Facility (PAHRODF) and
has done work for OPAPP, NEDA, NAMRIA, DILG and two provincial governments through the facility. He
worked closely with companies in the IT, Financial, Marketing, Manufacturing and other service industries
in identifying their needs, formulating, customizing and delivering solutions that lead to desired results.

Personal Advocacies
Ed is particularly passionate about helping develop skills of the HR practitioners in the country and
develop the careers of individuals through his blogs http://anythinghr.blogspot.com and http://
pinoycareercoach.blogspot.com. He is also an active member of Toastmasters where he helps mentor
members who wish to enhance their public speaking skills.

Ed took up Mass Communication at New Era University and has completed various training programs that
helped him develop his competence in leading and training. His most important education is his
experience as human resource development professional helping companies achieve their full potential
through their people.
EXEQSERVE & WORKPLACE LEARNING AND PERFORMANCE (WLP)

As we move forward to the new era, training & development is now evolving into what we call WLP or
Workplace Learning and Performance which is defined as the integrated use of learning and other
interventions for the purpose of improving individual and organizational performance. (Rothwell,
Sanders and Soper 1999) This means that the field goes beyond the traditionally singular focus on
individual knowledge, skill and attitudes (KSA) acquisition.

Why WLP? If you think about it, organizations invest time and resources for training and development in
the assumption that it will directly translate to improved business results. However, that is not always the
case. Trainers also realized that classroom training alone will not change behavior if the work
environment is not supportive of desired behaviors. WLP offers a holistic approach to training wherein,
they align the intervention to organizational goals.

The ultimate tests of success for the learning intervention are improved performance back in the
workplace and measurable business outcomes.

Source: Excerpts from A Competency Framework for the Filipino WLP Practitioners Today by Maribel
Aglipay

EXEQSERVE PROMISE

Our trainers and consultants expertise cover HR, Leadership & Management, Information Technology,
and Communication. They are eager to share with you their knowledge, experience, tools, techniques,
and formula for excellent performance.

Adhering to the principles of WLP, we are committed to become your strategic partner in making
training an initiative that is aligned to organizational goals and objectives.

ExeQserve training is not just another training, it is a solution. We recognize our responsibility in helping
you get the most out of your investment and recommend a comprehensive solution that will help you
achieve your objectives.

Heres how we propose to proceed:
1. Conduct an Executive Briefing to help you and your top management to understand and
appreciate the benefits of our program
2. Pre-workshop Assessment to further enhance the contents of the workshop and make it more tailor
-fitted to your organizations needs and objective
3. Conduct of Workshop using various learning methodologies including coaching and mentoring,
knowledge management, structured learning exercises, focused group discussions and action
planning. A unique feature we have during workshop is the personal best leadership project for
leadership workshops or the R.E.A.P (Re-entry Action Plan) for other workshops; where the
participants are encouraged to contextualize concepts and create their own projects to be
implemented back in the workplace. This will ensure that learning will be brought back and
applied to the workplace.
4. Submission of Post-workshop Report which includes a comprehensive account of the highlights of
the training intervention so as the facilitators observations and recommendations
5. Conduct a half-day follow thru session months after the workshop to reinforce participants
learning.
COMPANY PROFILE

ExeQserve Corporation started its operations in April 2007 and has, since then, grown and served a
number of clients belonging to different industries such as IT, Pharma, Retail. Finance and Service
Industries, among others.

Our services include Recruitment, Training, and HR Consulting. We believe that in having these 3
strategic business units will give organizations a wide-range of various HR solutions to choose from
under one roof.
Our people are committed to give value adding service through teamwork, customer intimacy, pursuit
of excellence, creativity and resourcefulness, and fun.
OUR VALUED CLIENTS
ACM Holdings
Aegis Services Philippines
Inc.
AFPMBAI
Asian Institute of
Management
Ateneo De Manila University
Atimonan Catv Services
Inc.
AVOcampo ATRKimeng
Insurance Broker
Ayala Land Inc.
Bayer Business Services
Philippines Inc.
Brenntag Philippines
Brent International School
Manila
Business Process
Outsourcing International
Inc.
Centrolink Services
Corporation
CheQ Systems Inc.
Chiyoda Philippines
Manufacturing Corporation
CMC Motors
Cobb-Vantress Philippines
Inc.
CPI Outsourcing
Cruise Ship Solutions Inc.
Davies Paint Philippines
Department of Labor and
Employment - NCR
DTSI Inc.
Eastgate Maritime
Corporation
Electrolux Philippines
Emerson Network Power
Energy Development
Corporation
Ensogo Philippines
Ever Bilena Cosmetics Inc.
Ever Gotesco Resources
and Holdings
Eximius BPO Services Inc.
Firefly Electric & Lighting
Corporation
Frey-Fil Corporation
Gearbulk Manila
General Milling Corporation
Generali Philippines
G-Force Dance
Management Inc.
Globe Telecom
Hafele Philippines
Harbor Star Shipping
Services Inc.
Health Comms Group
Holcim Philippines, Inc.
Honda Cars Philippines Inc.
Hyundai Asia Resources,
Inc.
iConcept Global
Advertising Inc.
Ideashop Manila
Innodata Inc.
Integrated Computer
Systems Inc.
Interactive Business Network
Alliance Inc.
InterContinental Hotels
Group
International Rice Research
Institute
Isenz Pharma
JFE Techno Manila Inc.
JT Moland Realty
Development Corporation
JX Nippon Mining and
Metals Philippines Inc.
Kettle Foods Corporation
Kraut Enterprises
LausGroup Holdings Inc.
Le Price International Corp
LF Philippines
Logica Philippines
MacroAsia Catering
Services
Magsaysay Maritime
Corporation
Makati Development
Corporation
Manila Jockey Club
Marina Sales Inc.
MaxiCare Healthcare
Corporation
Mc Donald's Philippines -
Golden Arches
Development Corporation
Mead Johnson Philippines
Megawide Megaworld
Corporation
New Sinai MDI Hospital
NNIT Philippines
NYK TDG eBusiness
Corporation
Oce Business Services
Philippines Inc.
Omnicom Media Group
One Mega Group
People's Credit and
Finance Corp
Pepsi University
Philippine Health Insurance
Corporation
Philippine Prudential Life
Insurance Company Inc.
Phinma Training Center
Prestige Paper Product
Ricoh Philippines
Robinsons Retail Group
RSCI Retail Institute
Rubicon Studios Manila
Rustans Commercial
Corporation
Silver Finance, Inc.
SEARCA
Sulit.com.ph
Sumidenso Philippines
Total Net Research and
Marketing Inc.
Toyota Otis Inc.
Ubiquitous Technologies
United Graphic Expression
Corporation
Universal Robina
Corporation
Wallem Maritime Services
Inc.
Wan Hai Lines Philippines
Inc.
Wealth Access
International
Wellness Pro Incorporated
Yamaha Motor Phils. Inc.