Fssi Knowledge Inventory Report

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A Project on Creating a Knowledge Map for FSS/ I I I I I T I FSSI Knowledge Inventory Report 16 Jaruary 2007 Doel0lmenl Academy of thepbilinniors Cetrler for Knowledge Management ffiil | ::.. ii t: l

description

This knowledge inventory report is a component of the final project report, which will include the Knowledge Flows and Gap Analysis. It provides a directory or listing of the current knowledge, both explicit and tacit, in the organization, particularly the DPU.

Transcript of Fssi Knowledge Inventory Report

Page 1: Fssi Knowledge Inventory Report

A Project on Creating a Knowledge Map for FSS/

IIIII

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FSSI Knowledge Inventory Report

16 Jaruary 2007

Doel0lmenl Academy of thepbil inniorsCetrler for Knowledge Management

ffiil| : : . . i i t : l

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Report for

Emma L im-Sandr inoFxecutive DirectorFoundation for a SustainableSociety, Inc.

FOUNDATION FOR ASUSTAINABLE SOCIETY.INCORPORATED

CREATING AKNOWLEDGE MAPFOR FSSI

FSSI Knowledge Inventory Report

16 January 2007

Development Academy of the Philippines

IIIItITIIIIIITTT

Prepared by

allkgWilly Rodrigo

Approved by

- %4';-A ^(':Elena Avedillo-Cru1

Emma L im-Sandr ino

Dclelopment AcAdeinI' of thc Phil\)pinesDA.P Buildi:rg, San MiguelAvetuc,Orligas Certer, Pasig CiS,Te l . No . : 63 i -2133 ;63 I2 l5 i ;Te le faxNo . :631 -212 i

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IrIIIIrIlrIItI!r|t!tr|

Table ofContents

1.0 INTRODUCTION......................,........ .---_--_.--......................,4

2.0 oBJECTMS AND 8ENrEFITS............... -_-__.-.......,..,....,.......s

3.0 I\{ETI{ODOLOGY........,,......,............., __--__--_-.........,,...,.,.....7

4.0 FSSI'S KN'O\\aLEDGD INVENTORy -__---........,,..............,....9

4.1 E)rplicit Kno$.ledge InvenforT .......,...,. __-....,,..,,....,,..,,..,.,,,..,10

4.2 Tacit Kno\r'ledge Inventory ..,.........,..,. .__--...,,.......,...,,.....,,..I{J

4NNEXES...,..,........ -*_-,-__--.,..,,,,.,,.....,.....1s

Arnex A - Summary oflnterview Data wit.h DpU Officers and Staff(per Stralegrc Area andDPU Process Area)

i'.', . Arnex B - Sumlnary of Interview Data with BOT, EEAC, padners, HfuAdmin and Finance'4roex C - Summary of Interview Data.ii/ith Diibct Beribficii-riesArBex D --Sxnrmary of Workshop Outputs on Identification of Knowledge Assets of DpUAruex E - I{ierarchy ofTaxonomy: hrventory ofExplicit Knowledge

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Annex F - Hierar chy of Taxonomy: Inventorl, of Tacit Knowledge -

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1.0 INTRODUCTION

Tlie project on Crcadng s Knonledge Moplo/ F,S,S/ hasjust completed, to date. Phase iaompdsing tlx€e activities with their coresponding outputs, as foilowsi

NO. ACTIVITY TITLE OUTPUTSI Defining the Focus and Value

Proposition1. Orgalizational Profi le2. FSSI & DPU Business Prccesses3. Iirtedm Repofl

2 Data Collection 4. DPU Knorvledge Inventori,3 Knowiedge Mapping (Parr 1):

Inventory of Knowledge AssetsFig. 1

The Krowledge MappiDg consists oflwo parts, tlte Krowledge lnveDtory (Part i) and tireK.nowledge Flow and Gap Aralysis (Par1 2). The Krowiedge Inventory shows whatknowledge exists in the organization ald wllere it can be found. The Knowledge Flows showhow that knowledge uroves around the organization from rvhere it is to where it is needed,The Gap A.nalysis shows the difference between the krowledge that an organization have andwhat they need.

",-Phase i slaxled wiih.rude$tarding.Jhe-.orga[ization,.in {erus.of its opolatingenviroffoent, hey relationships with partners and other stakeholders, business el]vironnlenl,key strategic challenges, and perfomance improvemenl system. Knowing what FSSIconside$ as in]portart to its organizalio$ the key inJiuences on how it olerates, and lfie keychallenges it needs to address, clarilied wirat ueeded to be considered in creating FSSI'sKnowledge Map.

The Organizational Profile highlighted FSSI's Vision, N4ission ard Strategic Objectil'es.The Triple Bottom Line (3BL) target of aconomic viability, sociai o entation, alld,ecological soundness was eurphasized in all the strategic objectives. Itl order 10 achieve fiistarget, it was inlpelative that FSSI excel in tlie delivery oftheir core processes.

From the OrganizLtioml Profil€, the core business process of FSSI was drawn toilluslr'ate \'r'hat core processes are able to deliver the organization's mardate ard satisrypartners' ard other stakeholders' requirelrents and expectations. It also showed what supportprccesses aqd outsou]ced seryices are able to contribute to the execution of d1e coreprocesses.

.Since the scope of the project is FSSI'S Development Potfolio Unit (DPU), a businessprccess was &a\\ll] 10 iliusb?te the DPU'S core ard suppolt process€s, outsouced seryices,partners aod other stakeholders arrd inputs dral they provide FSSI, and the outputs or

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prograns arld seNices delivercd bl,FSSI to its pafiners and other stakeholders, The IntedmRepod captues both the Oiganizational profile and FSSI and DpU Business proocsses.

Thereafter', data collection starled. Exisliry FSSI doculrellls wete revie\led, A series ofilter"views of key infomralls and a rvorksirop ou identi$ring knowledge assets wereconducted. I{.:rorvledge gathered was both explicit and tacit. Iu tenrLs ofexplicit knou,iedge,soulces were exisljng documents, files. databases, libnries alld websites, thether inelectronic fonn or had copies. Tacit i(nowledge deait q,ith human capital in terms ofaTolrnting for DPU officers/key staff academic/professionai educational background,training/contiluing educalio[ al1d development, and, practices and experiences.

The activities undefiaken ir Phase i wer.e done to ensure thal the FSSI-DPU KrowledseMap captures the critical I owledge assels (e.g. hunran capital, structural capital, stal(ehcldercapital) that FSSI-DPU must eff€ctively nanage in order 10 excei in their business processes,and, ultiniateiy make their. VisioD, Missiolr and stategic goals, a reality.

This Kaowledge Inventoiy Report is a component of the final project report, which willinclude the Knoir4edge Flows ald Gap Analysis. It provides a direotory or listing of thecunent knowledge, both expiicit ard tacit, in the organizatio( particularly the DpU. Alaxonomy or classification of the doculnents is also provided to facilitate the access artdtransfer of knowiedge. However, these are all subject to revieq', Afler the FSSI-DPUKnowledge Inventory is finaiized it will be included in the final project repolt,

i.,i . 2.0 OBJECTI!'ES AND BENEFITS

The specific objectives of the project, sho$'n below, were indicated in the Projeot Proposaland tirc Interin Repod:

1, Appreciate and undersland infonuation and knowledge needs as well asinterelatior')ships of rnultiple audiences/stakeholders of FSSI, including interaaislakeholdem, and the requirements needed toward improved delivery ofservices;

2. Generate a k-nowledge iuventory of FSSI in temts of assets, needs, gaps,oppoltudties, and compgtitive advantage;

3. Detemdne the sburces, flows, constraitts ofknowledge within the organization, and

4. Create a map reprcsenting an agreed view of 1Ie kiowledge flows atrd knowledgecoDtent that is needed at each ievel in the organization.

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Amorg tile key benefits to FSSI ofloloq4edge mappirg are:

1 lt helps FSSI-DPU clealy identi{y u,1ut knowledge is needod to supporl ovelaIlorganizatioDal VisioD, Missio! aird Stategic Objectives

2. It gives tangible evidence of the exteDt to which knowledge is being effectivelylna]1aged and irldicates where inprovements are needed, lhus providing a baseline for.measudDg progress

3, It provides an e\,idenced-based account ofthe lorowiedge thal exists in FSSI-DPU,ard irow that krro\.\,ledge moves around in, and is used by, FSSI-DpU

4. It provides a map ofwhat loowledge exists in FSSI-DPU and where it exists,revealing both gaps and duplication, encouraging re-use and preventing re-invention,thus saving search time a.nd acquisitioil costs

5. It reveals pockets ofknordedge or islards ofexpetise that are not cunently beingused to good advanlage and tirerefore offer untapped potential to build bridges toincrease knowledge sharing

6. Il reduces the burden on expeds by helping shffto fird cdfjcal information quickly

t: - 7. It improves partner and stalceholder response, decision nuking and problem solving-.- - .by providing aocess to appiicable idormation

8. It provides a map ofknowledge and conrmunication flows and netwolks, revealingboth exampJes ofgood practice and blockages and barriers to good practice

9. It provides vital infurmation for tlte development ofeffective knowiedge managemelltprogrammes and initiatives that are directly relevarit 10 the FSSI-DPU's specificknowledge needs and cun'ent situation

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3.0 METHODOLOGY

The nethodologies used for data gathe Dg wer.er (1) documents revieu,; (2)adninist.ation ofsutvey questionnair.es: (3) intervievs ofkey in{ormants, either face-to-faceor b)' phone; and, (4) conduct of woil$hops. Key info narts validated inilial results, eitherthru wolkshops or individual reviews.

The Key hfo1manls. totalirg 2l u,€re:

i. Executive Director

2. DPU Officers ard Sraff (6)

3. Board of Trustees (2)

EEAC (1)

Palhiers (5)

HR./Admin and Finance (2)

KI\4 (1)

Direct Beneficiades (5)

The surrunaries ofinterview data sathercd frorn the key ilfomants are found in AntroxesA, B, C, and D.

.. Anner A captures tacit l(nowiedge fiom intervieu'dala galhered fron the six DPU'O- icers and Stafl Two templates were desigued lo -caplure lacit .krowl€dge, nanlel)'Strategic Overview Kaowledge Map (Arnex AI), and, the Expedise Overview K:rowledgeMap (Au€x A2).

Thc Strategic Overviev' Ifuowledge Map is designed at dre orga0ization level and isused for determining and assessing level of competency or expedise existing in theorganization and aligning this with strategic objectives. The gap aralysis provides veryirnpodant infomation on the significant strategic klo$4edge gaps and strengltrs that $,ouldhelp the organization in fo rulating a plan of action for addressing these gaps. In the caseofFSSI, drere ale six specific objectives as indicated in the Olganizational Profile. Each ofthe key infonnants \a'as interyiewed 10 gauge the followil]gl

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1. Overall knowlefge/competenci€s needed to neet each specific objeclive

2. Knowledge/conpetencies that they already have to rneet each specific objecti\e

3. Gaps between what is Deeded and what is available, and,

4. Modes to access tire loowledse/comDetelcies on l']and

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8.

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The Expe{ise Overvie}y Kno{-ledgc Map is designed at the opemtionai levej and isused for detemining and assessing level of cornpetenc;, or experlise needed to perform thecore processes.

. lt . identifi es strengtl$ and opportunities for improvement in expenrse,{no\ 1edge. slo]ts. o] sluri[g beha\ io]s. as well as key assets tltat need to be available toother parts of the organization. Identiry the key areas and processes irl your enterpdse thatneed to be mapped. Using the existing DpU business process map! each of the keyinfomants wele interviewed to gauge the follov,ing:

Overall levels of expertise lieeded 10 perfoun each core process

Cuntnt overall levels of expefiise to perform eaclt core proces! withiu theorganization

Oll)nels ofthese cun€nt expertise

Gaps between I'hat is needed aird what is available, and,

Modes to access the knowledge/competencies on hand

- Annexes B, C and D capture krowledge needed and provided by the BOT, EEAC, a[d,HR/Adndn & Finance, in terms ofthe foilowiasi

1. Knowiedge needed to help them cary out their duties ard responsibilities:t. d, Priority level

b. Curent status of accessib-ili!] in _terms of krlaw]gdge os,ne!, locadoa. mode oftransfer, fiequency oiusJ, ana, forma

c. Source ofh']owledge when it is not available within the organization

2. Kaowledge provided in line with their duties and responsibilitiesa. P olity levelb. Kaowledge recipient (person/designation, location)c. Mode oftlansferd, Fomate. Flequency ofuse

3. Obstacles to getting the right information they need at the ght tine

4, Suggestions to improve the flow of information

As a way of setting tlte tone for tbese series of intelviews, tlese key informa[ts, wereasked the role of their respective offices in the light ofFSSI's Vision, Missior and StxategicObjectives, their specific role in tireir respectiv€ offices, aud their duties and responsibilities.

In the case of painers alld direct beneficiaries, the questions werc mostly dfuecledtowards the knowledge that they seek fion/provide to FSSI i[ tire course of thei transactionsn,idr FSSI per core orocess.

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4.0 FSSI'S KNOWLEDGE INVENTORY

The Iirovledge Inventory of FSSI-DPU coosists of twotactt. The Explictl lQoi4,ledge Iflventory accounts for

pafis, the explicit and tire

\lrhat knowledge FSSI-DPU hasNunbers, types and categories of recor.ds, documents, fiies, directories,poJicies. databases, librar.ies, archives, registry systems, intranet Lebsites,linl$ and subscrbtioLs to extemal r€sources, etc. These car1 come il1 paper,video, CD-ROM, nicrofilm or other means. The lormats ma),be in MS iicel,I\4S Wold, Poiverpoint pr.esentation. etc.Where die ltloir'ledge isLocations in the organization, atld iD jts larious systgns01 gaiization and accessHow ale knowledge resources organized, hou, easy is it for people to find ardaccess theD?Purpose, relevance and "quaiity',Why do these resourc€s exist, how relevad and appropiate are they for ihatpurposer are they of good 'quality' erg. up-to-date, reliable, evidence-based,etc?UsageArc drey actually being used, by u'horn, how oflen, 1\'hat for?

case of tacit l(nowiedge, the inventoly focuses on peopie aM competengies as

Who we haveNunbers ana cabgories ofpeople

Where digy areLocations in depadn']ents, teaars, buildilgs, field

What they doJob ievels and types

1.\\4rat they lmowAcademic alid professiolal qualihcatious, core knowledge and experience

What they arc iearningOn-1lie-job traiiring. lea ing and d€velopment

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,1.1 Explicit Knorvledge Inventor-1,

. _ Th" Explicit K,o*Jedge Inveittor),, as shou' in Annex E, enunerates l l0 curentknowledge items classified and coded jirro iz categories or da-taba;;;;;i,r*",

A - Direcfories/Lists

B Docunentation ofMeetings and presentations

C - Library

D - Linlts

E Panrerships/Coiiaborations,tJetworking

F - Plans

G - Policies/BOT Resolutjons/Memos/Approvais

I-I - Procedures

I - Progranx/proj ect Docunlents/Repods

J - Publications/Researches/Studies

K - Tools/Techliques/Standards

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L - Website/lntranet

,"^-__ ,ll1:" E.dro*s rhe conespondjng lGorvledge Owner for each of 1Ie 110 krowledge

.lrerns. the lomrat used, and the JorowJedge location. Tlie Krculedge Ou,ner indlcates tieposition/designation of the oerson udio his possessio! of the krowiedle. .the./brtllat rnayeith.e.r.!e.MtS Word. MS dxcet, and/or orf;; i;;. p;,";;.0'ffi"nrort of rhe irems

available in both paper and eiectronic form . Th" knou,judge Lo"oiior indicates where il thebuilding dre klowledge is fiied or sloreo.

4,2 Tacit Knor'ledge Inventorl,

. Jh" Tacit KrowJedge Invertory, as presented in Annex F, lists down the six DpULe1 officers and sraff. incrudilg Llre Execulive Di-ecro,. a. rlre Krorlledge Uwtefs. Tltel1:: ' l l : l l

'"9i.rl* .rl.eif.. joo.pocirions. a brief su.lrnrar). of rheir job descriplions.

::11"'ll:11.':T*."i1 qualificarions, core knorvledge and experiencej and,'the teaming tieynave_ acquLred on the job either dmugh fomtal or infomral training, educatiot anddevelopmeot.

In tenns of core knou,ledge and experience, competencies were classitied into 13categories, as follou's:

IU

l. Advocacy,Marketing.Networ.king

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Environnetrtai Managenerlt Systens/

Envilonnlental Manager]ent Accouitting

Inlellectual competencies

lnterpersooal contpeleDcies

Monitoring & Evaluation

Networking aird Resoufce Mobilizatior

Organizationai competeucies

Paitnership ard resource mobilization

Personal Chatacledstics

Plogratr/Pr oj ect Development and N4anagentent

Sharing oflessons

TecLurical Competencies

Others

The classification of corc krowledge and gonpetencjes were drawt based upon tlteknowledge and experience culled out of the secondary data (e.g. DPU docunents audmanuals) and suryeys/ illten'iews a,lld u,or.kshops conducled with DPLI office$ and staff,

r.. Executive Director, BOT, EEAC, Paftne:.s/ Clients, Direct Beneficiar.ies, Hfu Adrni!].Filance. During the clustedng activities, these energed as the most oqrred and demonstratedklowledge aud conpetencies, Shari4g of ]essons, on the othet.hard, q,as set in tite open tohigirlightliow tire organization vaiues exchange ofideas, experiences, and tips to deliver andachieve strategic goals, While a range ofknowiedge and cornpetencies are inciuded under thecategory af Others afid considercd as impoflanl as tlte lest ofthe cateso es.

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Itnon,ledge andCorp"t"n"y A...rcur"g*i",-s.dI acif l(nol l ledge Inventon

4d' ocac.. l larlcr [g. j\Gr oif ie: -

rv la,uldtJtcf id i l t \o l \es i rr vai9u5 11r ' . .s1 , , .ar.d,seek. oplorrunjlie. rouA,o.rr.' i iSfgoals, programs, products alld services_

I'arr ne.sl, ip r n die.oi, rc" mot itizar ion :-rocnl iJtec slrd-egj( gfoups as pdl lnej .s anoenhamcssiet\ qrd5/ iirrl ug", io u"f,i'"ui.

[l' ironotental Maragem"niltireruJ.Lnvn on mental Ma Dagem entArcounling: I4ai,.rtains and appliesElvl)/tt\4A loto\\ ledge aDd sjljlls 1c]achrer e fSSj s frlpJe Borront l irre agenoa

f erroral Cha.acte.irt icr, De,.,on.raresefiectlve pe].sotal charactedstics thalconl-ribtrte to achieviDg q,orl,related

lorellectunl "ontpct*ncier: Lnploys-

aisctptined f hougr j l processe.. lJto\\ ledAcand.skjlls whelr nraliing todcaV.i;ticaimmXrng. searching, observation andJudgment

Prograrn/P.oi"ciD"r elopm"nt aldlvlaDagemcnt: Develops. coordinates,fac:l irares tur rding. and delir ery of r arior,rsselecled prograns and ploiecls

Intcrpcrsooal compiGn-Ed \4airraFa[d.uses kno\t4edge, sldlls and attitudes rodcal witl issues ald coo*n,, ofprlu"r.;crienls?tid co_ell lployees al]d to deliverJlOfl( a bJ ectives

Slaring oflesso,rsr Ei,plofi arr infonr:al -

nerrlurl( ot. Iot.ul]'l wjtere eXpedenceS, Jesso:rSald ri1's ae erichat.geO una;aeos g"r"rui.aanrong co-enlpjoyees and padneE

Moritoring & Evatuario;D-eloprmamtams aDd uses Dtonitoritlg andevaluatior tools to help

I ecLnical Cornpetcrrcies Majrrrains at,d -

apphes wol.h-related l(nowledge and sltills inthe field of expertise

Ntnvor.king and R[eur.ce NAilL,t io;MatntailN and uses mechanisms andresources and appropriate resourcemobilization strat€gy to get ixrd andpeopte who could heip nranage theorgaluzalton's resourceS well

Otherxr Various knowJedge idcomfeler cies con.:de-cd ac jn.poranr as theresl ol l \e elente.]!S q.iLhin othe- conroetencyareas/ catego es.

Organizarirrnal comperencie.: Vailria jr,saaq ap1ltres cuue[t underststding oforgaldzational/ depaftmeDtat n s;ion.strategic plalr and goals.

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Examples o?Gol4ed$ildCompeleDc],

comperen"jes TiiEo-* iidge aod_- _-

At eas/ Categoi- ies

a d r o "a ".',

Ma rk eti n[)tGtki-@

r Advocacy progra;ns (3BL) such ason olgantc and cleaner process:

. Advocaljntsissuesofnralginalizedsectors; coDrmunit) orurershipruusruess rlodel)

. Anicujate eacll cri lerron ofJBLv llLt ail stal(eholders/ benefi cialies

Pa.tlc.ship au,l .e.orr"c mobilDtior,:

r Participatiol ofvarious sectors. Kesoxrce Mobjiizaljon _ Research;. LolnbrDe ptojeq expej.jer]ce q.jlh

f ntironruentrt MauagenienGxtemJtnr'rronoettal MaoagemenlAccounting:

. E \ irorut)el]laj nBnagernenl cystetr{e.9. )S, Cleaner pt.oouclion, cne.1LrrooucttvLty)

r ISO 14000 & ISO 9000

- . integ&tjonofvariouservirouneDtal slstems jlloene clarjes. operatjons

P"r'sonal Char.rcte,istici

r Resourcefuhressr Developmelt Worker personalitl. Hjgh regard with rools olanail,sig

IoteUectual competenciei

. Decisior making. ListeDing skillsr Organized. available & accessible

data fio1]l busiDesses

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I,r.og.arn/projectDGiopn 6t andluanagement:

. Piogram manageDtentr Project Development Management

Inlerpersonal competeicies:

r frailjng and coachilg shills. U/ririDg skjlls

Sharing of lessonsl

miting issues)

r Continuous ieaming/ learninesegsious, eg. Sharing oftesso-ns (e,g.

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Eumples of Knor,,,@Conlpelellcy Areas/ Ca.clao!.tes

Monitoring & Ev-luatioi

r Anall,sis and evaluatior ofefi-ectsofthe projecl to taigetbeneficiaries; how ihey are nowperforuing/ beDefi tingl i\4eejir)s3BL torger.

. X4onitoring of enviromentalrmpact

Techrjcal Con]peteDciesi

. Appraisal/ Assessment skills

. Business deveioprnent and enterprisedevelopment skills; elitrepteneurial sicills

. Madtering skills

Netwot.king and ResourccMobilization:

r Resour.ceMobilization. Netwolidng to lint thefi to a

marketing outfiq net$,orl/cofiacts

o Gefting a fuird managers who, nunage FSSI resources well

Others:

. Managing Competitive bidding process

. Feasibilily Study preparalion

. Annual Progran/ Operationaj plamringr DPU Core Process

Organizational compete.rrcies :

. Sociai Development Awarenessand Odentation (3BL Focus)

. Understa.ndingofEnvironl]entalStandards (eco soundness; not ISOr4000)

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ANT'{EXES

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|nventory of Expticit KnowtedqeCreating a Xnowtedge Map fo;

l:Td.,-,!l tur,i s_l"-Erabte sociery. Inc {FssrJas orJanuary 12,2007

Maior Taxonomv of Orqanizational Knowledoe

A. DhectoriesB . Documenlalon ol Meetrgs and presentaltolsL , LroraryD. LinksE Pa j nershJps / C ollaboralors/ NerwoJl,tng

G . Policies/ BOT Rpsotut,ons, IVe-nos/ A pprovatsr , rroceouresI . Prog€m/ project documents/ reporls

J . Publication/ Research/ StudiesK. Tools/Techniques/StandardsL . Website

Taxonomv ofOwners of Expticit Knowtedqe of FSSj

ED - Execulive DkectorAED , Asststanl Executive DjrectorTO . Technical OfficerSPO I " Senior prcgram Office- for EmeS.igSPO2 - Selio. prog?m Oflrcer tor CocoBindSPO 3 - Senior prog|arn Officer fof [4EEpPO , Prograft Otficer of Emergirq Sector

:. HRAO - HR/Admin Officer'KI,.l - Kt|/l-8 Comlnun cations OfficerFM - Finance Manager

Sandrino, Emma LimCemba, Augusto DMaruquez, Reynante V.

S€ct Barrameda, Arlen

Tores, Ann l\4arie M.Reclusado, Amado G.Banaszak, Myrna e.

. AfieDla,.I\lalonita c.Velafga, Erlinda T.

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Page 129: Fssi Knowledge Inventory Report

lD No, Knowledqe Owner2 0 0 3 1 5

core Knowled9e & ExpRrienre

1 9

netiioltiii! aii4 heJoum uor.ilizarion

20

2A

Neh@rking to llnk them 10 a narketing oudlrj nen{ork/ contacrs

Gelting a fundmanageEwho manage FSSi resoures wef

21 .

2 2 .

O rgeniational r ompetenc les

socilj oeveropmenr ,qwiiereiJ;tb6i;6; aibL ifisi - - ".

Undectanding or Environmenlal Standards (ecosouidnessi not rso 14000)

iY:i:Y:i:f:":,-i..:-''' .' ',23

25

26

27

Dsvelopment worker Pe.sonaliiy/ culiuE (eg. Flexibilily, reiating to different segmenr of society, wel {ounded,

Multi-laskjn! (wlllifgness to !ooepl olher tasksi perrorminq morc than on€ taskrmore lhan jusl € iexibirily)

i{{:q-ij"d;l1":1.!T:',.n,1ly'1;11'',t ' - ' i--.

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P.ogram/Plojecl Dovelopnonl End rvlanagement

l9"lilj"lfiTl'..Eli'::i.; j.-:1jti. -; -::rir:I,.i1:.- . ,., I ,, ,. ,

33

J{

35

36

37

30

31

32

u6e of3BL {folowlng Fssladvoc€cy)

Nenvorking €kills wiih other iunding agency (eg le up wilh UNLAD MBAYAN assoc ot OFWS)

B!siness d€v6lopm€ni and enterpdse development 6kl ls

)evelopmenloileasibilitysludes- Fnancia compeiency-Research

)elelopbedlileasibilrlyludles -trinanc aL.ompelency - l\rl.rlelln!

lusiness/Project Deveropmenl

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2003 15

Cole (nowledge A Experience

33

39

45

46

49

Appraisali Assessment skil s

El0A skil s and knowledge

use oJenvronrirentalmanasemeni accouniins (ENIA) lool(technicar, nateriaiand energy lnpLrts)l Enslrinsprojeclls ecologically sound nowand rulur€ eg wasie disposa and inrprove proritsl

Financla [4anagemeni {Finaf ci€l Analysis, Financ]al Siatement)

Organ zationalDevelopmeni (e.9. Governafce, Ststems Finance Technology Organizaliona, HR_relaied 10

Organi:allona Development skil s

capaciiy & eadiness to be praclicalspend ng for DPU/ pograms

CompulerDeskiop Skills (MS Word, Excei PPT, Oullook)

Prolecl Managemon! & L4onitoring skills 0ncluding use orlools)

5 0 ,

5 1 .

5 2 ,

5 3 .

5 4 ,

5 5 ,

56

5 8 .

6 0 .

61 .6 2 .

rra,'ll:: ?-::,,n

a:d,\4anasoment

Agrl-B!shess Dev6l0pmenl and Managenrenl

Ainual Prcsmm/ Opelationsl P anni;s

coopeEtive and Collecllve Busines6 Deve opmeni

Documeniallon vla lessons leamed

Environmenial l{anasement Accouit ng

Feasibi iiy SIudy prepa.ation

henffication ol sectors/subsectors wlih iriode piijlaas

Knowledge on Socjal EnirepreneLirshlp

l,,lana9hg competilive biddlng processProject Developnent Managemeni (e.9. AFpraCal Prccess, consullsncv skills)

Page 131: Fssi Knowledge Inventory Report

lD No,1003-15

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l|I;

II

Cor€ Knowledge & Experience

63

64

65

66

ProsEm rr4anasemeni (proslam monitoin9)

Research (eg Markev Indusiry Proile/Techno o!y/Prcd!cvinrernetseclor/ subseclor assessmervsuNey exceptquantitative orstais/FcDs)

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Hierarchy ofTaxonomyhventory ol Tacit KnowtedgeCreatinq a (nowledgd Map forFoundafon for a Sustainabte 506iery, tnc (FSSt)As ofJaruary 12.2007

ID NO,

2DA3-12

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lD No. lKnowledge Owner

2003-12 lAuousro D camba

t i

core Knowledge 8 Experience

2 2 ,

2 3 .

2 5 .

t '

2 6 ,

Mulli-lasklng (wlilingness to accepl other tasks; perfoming more than one task;more thanjusl aflexibilllvlshadnq 6f lesson5

-

'c"iiiii,j,i,ri r!"i"ingi leamins sesiions

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2A

2 9 .

3 0 .

3 1 '

3 2 ,

3 3 .

3 4 ,

3 6 ,

3 7 .

3 8 .

AppElsal/ Assessmenl ski[s

Flnanclal Management (Financial Analysis, Financial slatement)

Capaciv & reedlness lo be p|aclical spending lor OPU/ prclrams

P.decl lvanagemenl & lvoniloring ski ls (ncluding use orlools)

Comluier Dasktop Skllls (I4S Wod Exoel, PPT, Outlook)

Remddla'l l,aaiiaa;diert

o$aiizatlonal Developmenl (e g. Govemance syslems, Finance, rechnolosy Organlzalional l-lR-ielaledlo meeling the 3BL, O€anlzatlonal PlEn, Track tecord in business socl€lcomponent)EMA skllh and knowledge

Use ot €nvjrcnmental management acco! ing (E(4A) tool(lechnical maletaland energv inPuts)lLnsunno Drc|ecLrs ecoroaical v sourd now.rc furje €q wasle d sposaland imp'ove o'ofls

6' ; ; ; l { '1 - - j 1 : - . " r i j_ ' l - r : . . - __: - :_ , , - .

: :

: : -_- ' , ,

39

40

42

45

46

Nen4orking to Ink lhem lo a markeirg outil;fehro*/ conlacts

Coco cok Production, Proce6slng, and l',larkeiing

Documenlal on va lessons leamed

Evaluation (prcsram and prcject)

Piogmm/Prcj€ct Developrnent and N4rnager'rent

Projecl Developmenl r,4anagemenl (€.9. AppEisa Process constliancv skills)

IIIIIIIII;

I

Page 134: Fssi Knowledge Inventory Report

l0 No.

244312

IIIIIIIIIIIIIII;|

ITI

Knowledge A Experience

Sustainable Agriculture concepl and Technologv

Agri-Brrsiness Development and lvlanagemerl

Feasibiliiy St!dY PreParaiion

Knowledge on social EntrepreneursnLp

Ploject Prcposai DevelcPmeil

Researc l .eorva ' {e i / 'noJElryProl le / lec l loog/D'ooLcl ' / r leneuse'or /srbseclo 'assessmenv;utoevexcepLquanl aneeorslalsrFGDs)Cooperative 3nd Col eclive Business Developmef l

Annual Prograrn/ operational Plannin9

Training Design and l4anagemem

lo communlcation lools/ media

Soolall arketing

Unde|standlng of Envllonmerlal Siandards

Use oi 3BL (ollowlng FsSladvocacij

Managlng Conrpetllive bldding process

4 4 .

4 9 .

5 0 .

51 .

5 2 .

5 3 .

54

5 6 .

5 7 .

5 8 ,

5 9 .

0 0 .

6 1 .

6 2 ,

6 3 :

6 4 .

Page 135: Fssi Knowledge Inventory Report

Hi.!?rchy ofTaxonomtlnventory of Tacit KnowledseCreatins a Knovledse [tap forFoundat ion for a Susta inable Society, lnc (FSSr)As otJanuary 12,2007

thFFIrr|tIr|l|I-

Itl|Jt|!-

lO No,

2003 09 Reynante V. Maflrquez

Page 136: Fssi Knowledge Inventory Report

T

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,tI ro Ho. lKnowredse ow1er II zoo+os lReynantev

Maruquez I

39 . Remedlal Managemenr

40 Re.ea ch (eg l\/la kev lndusq P'on e' Tec\no ogy/Prcdt'cv rterevseclol subseclor* , ' . ' ; ; ; ; ; ; -J*excePrqjanr*rveo-srr rs /FcDsr

41 . Resource t\Iobilizaiion

42 . Social DevelopmentAwarcness and Oientation (3BL Focus)

Page 137: Fssi Knowledge Inventory Report

!ore ^nowbdqe a Exoerience

43 SooalMarkerrng

44. Undersianding of Environmentai slahdads (eco soundness; noi tso 14000)45. WoIk Commirmenl

40 . Woft Oitjgence

47. Useof 3BL(fol towtngFsstadvocacy)

48. Coco Coirproduction, processing end t\tarkenng

49 . Business/projecr Dev't

50 . Cooperatve and Colleciive Business Deveropmeni

51 . Financiat Anatysis

52, Managihg Compettive biddtng process

53 . Eusiness Coachingt!4entofing

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Hier:rcny ollaxohomyInventory ot Tacil Knowt6ddeCreating a Knowledse MapiorFoundstion fo, . susratn.ble society, rnc (FssjlAs otJanuary 12,2007

II!IIr

Page 139: Fssi Knowledge Inventory Report

lDNo. lKnowledge Owner2003 14 lAfen Banamedi

Page 140: Fssi Knowledge Inventory Report

-Icore xnowleose a ErPerience

so . i'reitoiiins sklrs wltr other iundins agencv (es lie !p wllh UNLAo r'AeAYAN assoc ot oFWs)

51 , organizaiional Developmenl (e g Govenance Syslems Flnane Technologv Organizalion€l' HR-

rclaied lo meeting ihe 3BL)52. O4anizationaldbgnosF

53, Oqan 4lLonai diagnosis _ llarketLng ski]ls

54. Otg€nizaiional diagnosis - Financialanalvsisandlnterpr€talion(egFlnanoialstatementsbolhlorhjslorical and proieoted pe$ormance)

5s. ifi;;;;6;;i;i;ir;siJ- rectmodgv {steps ano proceeses or ihe orsanrzationion howrhevdo

so. iiioi"l'ai"rarp.""s'"s andlechnoosv{es howlhevdo thjnss In ihe o6anlzaiion)

5?. PaBtProlecl€xPeien@.

58 . Progtam/Pfolecl Dev€lopment and Manasement

5! , Pojeol APPraFal

60 . Pmlect Developmenl Manasement (e g AppEisal Pocess' consullaicv skilo

61 . Ploiect Manesemenl & l4onltoring sk]lls (lncludLn! use oitools)

62. PfolectPfoPosalDeveropmef,t

' €3 . ProvlElon o'fnaldal s€Nlce!

Researc\ {eo lv€'<e! InoLsq Pro'le'Technology/oroducvlnle_€vseclo/ sub3ecto'

essessmentrsuruev exept qL,antilal ve or slals/FGDs)

sustalnabe Ag cullure Concepl andTeohnoLogy

Training Deslgn and N4anagement

UndeEtanding of Ervironmenlal Standards (eco soutdness not lso 14000)

use or3BL (rollosin! Fssl advocacv)

6 6 ,

6 ? .

6 8 ,

6 9 .

7 4 .

7 1 ,

1 2 ,

7 3 .

III

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Hierarchy ofTaxonomyInventory of Tacit KnowledgeCr€aiing a Knowledge Map iorFoundat ion lor a susrainable socjety, Inc (TSsAs of January 12,20C7

IIIIIIrrItIII-

I-lffJ

Knowledge OwnerlD No.2003-13

Page 142: Fssi Knowledge Inventory Report

-L

h L?!9ll:-lgrsl\ones-

LtTt

Page 143: Fssi Knowledge Inventory Report

I-| 2003-13 lAnelNones

Core Knowledge & Experience

52

56

58

59

60

6 1

62

63

64

55

67

| 43. Finarcia ltlanagement (Financial Analysis, Financial Stalement)

| * Knowtedge o- SocidtE.rnepreneurs.rpII

OU. [4anaging Compeliiive bidding prccess

| ,U. Ma*et Facililailon

I

I O, . Markeling skills

I oU.Mult- laskinglwi l lngnesstoacceptothertasks;periormingmorethanonetaskmoreihan

t'^'"-*-'| ,49. Networking skillswlth otherfunding agency (eg te upwith UNLAD KABAYAN, assoc of

OFWs)

50 . Organizational Development (e.9. Governance, Systems, Flnance, Technology,Organizational, HR-related io meeting the 3BL)

51 . Oigahizational diagnosis (e.9. lva*eting skills; Financia analysls and lntenreiaiion,technology)

Ofganizational processes and technology (e.9. how they do things in ihe oEanization)

Past prcject experience.

Prog|am/Proj€ct Developmenl and [4anagernert

- froject*ppralsEl

Projeci Development [4anagement (e.g Appraisal Process, consultancy skills)

Prcject Management & Mohitoring skills (includjng lse oftools)

Projeci Proposal Development

Provision of financial seruices

Publcation

Remedial Managemeni

Research 1eg lvlarkey lndusiry Profile/ Technologi,/Producvlniern€VsecioI/ s!bsectorassessmefrsurvey except q uanuiative or siats/FGDs)

Resoufce lllobi zaiion

S!slainable Agricu lure Concept and Technology

Training Design and IManagement

Underctanding of Environmenial Standards (eco soundness;not ISO 14000)

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, , , , , = lI lD No. lKnowleoge uwn€r II zoo:-r: lnriel Nores ,

tttFFFtltl

68. Use of3BL (fol lowing FSS|advocacy)

69 . Work Commitment

70. Work Dl l lgence

Knowledge I Experience

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Hierarchy of TaxonomyInventory otTacit KnowledgeCreating a Knowledge Map forFoundation for a Suslainable Society,Inc (FSSAs ot January 12, 2007

lD No.2005,19

Knowledge OwnerAnn Marie M. Tones

Page 146: Fssi Knowledge Inventory Report

t!ltITI|t|r|FI:

FIFI:lt!

19. Pub ic Presentat ion ski ls(.e. oraL/ptatfom ski ts)

20. Monitorinq I Evaluaton (eg anatysis and evatuation ol effecis ofihe projecl to iargelbenefrciafiesr howtheyare now performinq/beneliiing?

21 . Projeci Mon;toring

# Core Knowledge & Experienc€

24. Annual Program/Opemijonat pannng

25. Appraisal / Assessrnenl ski ts

?6 , BJs'n"5s stanodro. {o .o(oco I

27 . Business/Project Dev,t

- 28 . Capacity &'readinesslo be praciicat spending tor DPU/ programs

29. ComputerDesktop Ski ls (MS Word Excel, PPT, O!1to.k)

30- Conneciing poveriyto economic viability ofthe projecl

31 , Cont inuous learning/ learning sessions eg, Slrar lng ol lessons (e.9. mining issues)

32. Cooperative and Colleciive Business Development

33, Developrn enl workef Personality/ crJlit] re (eg. Flexlbjlity relat ng io d ifferenl segment ofsociety, wel-rounded,

34. Documentation via lessons learned

35. DPU core process

36 . Environmental N4anagenrent Accounting Knowledge and Ski s

37 . Evaluation (program and project)

38 . Feasibility Study preparction

39 . FinancialAnalysis

40 . Financial analysis and inlerpreiaiion {eg Finan cial statements both for historical and

Page 147: Fssi Knowledge Inventory Report

I zoos-ts Innn N4anJM rorres r

t!!l|I!

# Jcore Knowledge & Experience

41 . Financial analysis skills

42 . Fjnancial l\4anagement

43 . Financial Managemenl (Fina nclal Analysis, Fjnanclal siaiemenl)

44 , Knowledge on Social Entrepreneurshlp

45 . lManaging Competilive bidding prccess

46. MarketFacllitation

47. Marketing skills

48 , l\rluliitasking (willingness 10 accept other taskst pedorming rnore lhan one taskl more thanju$ a flexibiliv)

49. Networking skllls wlth otherfunding agency (eg tie up with UNLAD KABAYAN, assocofOFWs)

50. OrganizaUonal Developmenl (8.g, Governance, Sysiems, Finance, Technology,Organlzational, HR-relaled to meeling the 38L)

51 , OrgEnizational dlagno6b (e.9. lvlarketlng skills, Financjal analysls and interPtetatlon,technology)

' 52. organlieitionat proceJses andlechnology (e.9. howthey do lhings in the organLzation)

53 , Past project experience.

54 . Prcgram/Project Developmenl and Management

55 . Projecl Appralsal

56 , Project Development lVanagement (e.9. Appraisal Process, consuliancy skills)

57 . Project Management & Monito ng skills (lncluding use of iools)

58. Projecl Proposal Developmeol

59. Provisiol, of inanclal seruices

60. Publication

61 . Remedial lvanagemeni

62 . Research (eg I\4arkeu Indusiry Pro{;le/ Technology/Producvlntefievsector/ subsectorassessmenrsurvey excepl quantitative or stats/FcDs)

63. ResourceMobi l izat ion

64. Resourceiulness

Page 148: Fssi Knowledge Inventory Report

IttIIIItII '''tIttrthLl.

# lCore Knowledge & Exper;ence

65 , Susiainable Agrlcullure Concepi and Technology

66 . Training Design and l\ranagement

67 . lJnderslanding ot Envjrcnrnental Slandards (eco soundness; not ISO 14000)

68 . Us€ of 3BL (following FSSI advocacy)

69 . Work Commitmenl

70 . Work Diligence

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Hierafchy of TaxonomyHierarchy ofTaxononryInventory of Tacit KnowledgeCreat ing a Knowledge Map forFoundation for a Sustainable Society, Inc {FSSJ)As ofJanua'-) t 12,2007

lD No.2405-17 ado G. Reclusado

Knowledge Owner

IIIIItrrll

IilIIIr!ltttI

Page 150: Fssi Knowledge Inventory Report

Anrado G. ReclusadolD No.

2005-17

Page 151: Fssi Knowledge Inventory Report

Knowlecige OwnerG Reclusado

I

t lcore Knowledge & ExPerience

42 . Financial Management

43 . Financial Management {Financial Analysis, Financial Statement)

44. Knowledge on Social Enireprcneurshrp

45 . Managlng Competitive bidding process

46 . Markei Faciliiai on

47 . Markeung skilLs

48. Multi-tasking (willingness to accept other tasks; perfofming more than one task;mor€ than

just a iexibilily)

49, Networking skills with othelfunding agency (eg le up with UNLAD KABAYAN' assoc of

OFWs)

50. Organizatiolal Development (e g Governa-ce Syslems F'nance Technoogv'

Oianizatonal, HR-related lo meeti.1g the 3BL)

51 . Organizational diagnosis (e.g Marketing skills' Financia analysis and interpreiation'

technologY)

52. Organizaiional processes 6nd technology (e g howthey dothings in the organization)

53 , Past plojectexpeience .

54. Program/Projeci Developmeni and lVanagemenl

55 , Project APpralsal

56 . Prcject Develobment Managenrent (e g AppEisal Process' consuliancy skills)

57 . Project Management & Monitorlng skills (including use oftools)

58 . Proiect Proposal Developmenl

59 . Provision oi iinancial seruices

60, Publ lcai ionI

61 . Remedial llanagement

62 . Research (eg lMa xeu Induslry prc" e/ - ech']ology/olooucu'rlerneusector/ subsedor

assessment;LlNey except quanutallve or siats/FGDs)

63 . Resource Mobilization

64. Resourcefulness

65 . Training Design and Managernenl

Page 152: Fssi Knowledge Inventory Report

LFIIII-

-

tft

ttst

@soundness; nol tso lzlooo)

67 , Use of 3BL (iollowing FSSI advocacy)

68 . Work Commitment

69. Work Diligence