Formulating Policy for Cooperative

4. A policy is a predetermined course of action established as a guide toward accepted objectives What is a Policy?

5. Vision Statement “ what we want to become” Mission Statement “ who we are What we value” Goals & objectives “ How we measure our degree of success Strategy “ how we will achieve our vision” Policies & Procedures Communicating Purpose to Stakeholders

7. Crafting a mission and vision is not easy, it helps to follow the right steps.

8. STRATEGIC MANAGEMENT MODEL MISSION OBJECTIVES STRATEGIES PROGRAMS PROJECTS PROCEDURES BUDGETS STRATEGY FORMULATION STRATEGY IMPLEMENTATION F E E D B A C K VISION PERFORMANCE

11. Narra MPC is likened to a narra tree, a symbol of strength and prosperity. “ we envision ourselves to be the best, efficient and productive cooperative, dedicated and committed in bringing prosperity and positive transformation to its members and the community”. Vision Statement

12. The mission statement briefly, in a sentence or two, identifies the basic purpose and desire of the cooperative. It makes a concise statement that can be used to make decisions about the cooperative’s future. It answers four fundamental questions: 1. What does the cooperative do? 2. Who are its clients? 3 . Who are the members of the cooperative? 4. How does the cooperative conduct itself?

18. SMART MEASUREABLE ATTAINABLE REALISTIC TIME BOUND S M A R T

19. Guided by our vision and true to our mission, we aim to attain: 1. A well-informed and loyal membership conscious of and performing its duties and responsibilities, and actively involve in the affairs of the cooperatives; 2. A strong and properly functioning Pook-Tulungan system that would enhance the active and democratic participation of the members in the activities of their cooperative and their community; 3. An enlightened and dedicated leadership willing and able to share its knowledge, time and effort for the welfare of the members, the cooperative and the community as a whole

20. A giant cooperative 4. A professional staff hired, compensated and rewarded on the basis of competence and performance, who will run the business and non-business activities of the cooperative with the full support and participation of the duly elected and appointed management bodies of the cooperative; 5. An efficient and effective management that would continuously strengthen the financing status of the cooperative through an effective savings and capital build-up program, efficient processing and collection of loans, improved systems and procedures and strong internal control mechanism; and 6. A continuous and effective educational and training program for the officers, committee members, pook-tulungan leaders, employees, and the general membership, responsive to the growing needs of the cooperative and the community.

21. Exercise #1 Vision Missions Values Goals

22. Exercise # 2 Business Processes Analysis Internal External Strength Weaknesses Opportunities Threats

23. Savings Mobilization Lending Marketing Savings Mobilization Lending Trading Marketing Objectives Evangelista MPC Banerle Credit Timpuyog ti Barangay MPC Lending Financial Services

24. vision is formulated business processes are analyzed policy and procedure systems written approved articulated implemented

25. Agenda Setting Policy Formulation Policy Adoption Policy Implementation Policy Evaluation The Policy Making Process revision revision revision Policy Making and Policy Implementation

27. Mission, Objectives and Procedures. how it relates Cooperative Policies

28. Develop good policies that enhance rather than hinder the chances of achieving the cooperative’s objective

29. describes how it should be done a policy lays out what the BOD wants management to do Procedure

39. Organizational Policy Business /Operational Policy

40. Board A Board B Board C Board D Board D Board E A. Organizational Policies SMCBUP Membership Education & Training Internal Control Ethics Human Resource

41. B. Business/ Operational Policies Lending Trading Marketing Board F