ITC-ILO/ACTRAV Course A3-ITC-ILO/ACTRAV Course A3-00398:00398:Trade Union Training onTrade Union Training on

Financial and Economic Analysis ofFinancial and Economic Analysis ofEnterprises for Collective BargainingEnterprises for Collective Bargaining

ACTRAV-TurinACTRAV-Turin

Course Course OrientationOrientation

Course Course OrientationOrientation

Aims of This SessionAims of This Session1.1. TTo get to know with each other;o get to know with each other;

2.2. To To confirmconfirm the objectives and the objectives and expected outputs of this program;expected outputs of this program;

3.3. To confirmTo confirm the timetable the timetable of the of the coursecourse;;

4.4. To To make necessary finemake necessary fine--tuningtuning reflecting needs and expectations of reflecting needs and expectations of the participants; andthe participants; and

5.5. To distribute roles & responsibilities.To distribute roles & responsibilities.

1. Introduction1. Introduction1. Introduction1. Introduction

Basic Rules of the CourseBasic Rules of the Course

To get to know with each To get to know with each otherother

FourFour GroundGround Rules Rules

1.1. Be activeBe active and and participative participative in all activities throughout in all activities throughout the coursethe course

2.2. Be attentive and supportive Be attentive and supportive to your classmatesto your classmates

3.3. Learn from each other and Learn from each other and teach with each otherteach with each other

4.4. Be punctualBe punctual!!

Activity No.1:Activity No.1:Paired InterviewPaired Interview

1.1. Full name and nickname;Full name and nickname;2.2. Name and type of trade unionName and type of trade union;;3.3. Trade union experience and expertise in Trade union experience and expertise in

financial analysis of enterprise and CBfinancial analysis of enterprise and CB; and; and4.4. What does he/she want to achieve in this What does he/she want to achieve in this

training course?training course?

We break into pairs (a group of two persons), We break into pairs (a group of two persons), and in each pair one interviews the other to and in each pair one interviews the other to know about him/her. Each has 5 minutes. know about him/her. Each has 5 minutes. After the interview, you will introduce your After the interview, you will introduce your partner to the group. You should at least ask partner to the group. You should at least ask about:about:

2. 2. ObjectivesObjectives2. 2. ObjectivesObjectives

Long-term (development) Long-term (development) objectivesobjectives

Immediate objectivesImmediate objectives

OutputsOutputs

Background (1)Background (1)

Why are you here to study Why are you here to study about “financial and economic about “financial and economic analysis of enterprises”?analysis of enterprises”?

How can we improve collective How can we improve collective bargaining in Asia/Pacific?bargaining in Asia/Pacific?

Background (2)Background (2)

Workers are suffering from low wages, Workers are suffering from low wages, weak social protection and instabilityweak social protection and instability

Workers are suffering from low wages, Workers are suffering from low wages, weak social protection and instabilityweak social protection and instability

Low Low enforcement of enforcement of lawslaws

Economic Economic InterestInterest

Lack of Lack of Political Political WillWill

Weak Weak economyeconomy

Weak Weak workers’ workers’ organizationorganization

Weak Collective Bargaining Weak Collective Bargaining Power and Bad OutcomesPower and Bad Outcomes

Weak Collective Bargaining Weak Collective Bargaining Power and Bad OutcomesPower and Bad Outcomes

Negative Negative Effect of Effect of

GlobalizationGlobalization

How to Strengthen C.B.?How to Strengthen C.B.?

1. Bargaining Position of Unions 1. Bargaining Position of Unions must be strengthenedmust be strengthened

1. Bargaining Position of Unions 1. Bargaining Position of Unions must be strengthenedmust be strengthened

2. Enabling environment for 2. Enabling environment for collective bargaining must be collective bargaining must be ensuredensured

2. Enabling environment for 2. Enabling environment for collective bargaining must be collective bargaining must be ensuredensured

Long-TermLong-Term Objectives Objectives of of this Training Coursethis Training Course

Better capacity of Better capacity of unions in financial/ unions in financial/ economic analysis economic analysis of enterprisesof enterprises

To achieveTo achieveTo achieveTo achieve

Improved Improved bargaining bargaining position of position of unions in C.B.unions in C.B.Better capacity of Better capacity of

unions in unions in protecting right to protecting right to C.B.C.B.

To Achieve Long-Term To Achieve Long-Term Objectives, We Need:Objectives, We Need:

1111 To promote a To promote a structurestructure within within trade unions responsible for F/E trade unions responsible for F/E AnalysisAnalysis

To promote a To promote a structurestructure within within trade unions responsible for F/E trade unions responsible for F/E AnalysisAnalysis

2222 To strengthen the To strengthen the capacitycapacity of of unions for F/E Analysis and unions for F/E Analysis and workers’ rightsworkers’ rights

To strengthen the To strengthen the capacitycapacity of of unions for F/E Analysis and unions for F/E Analysis and workers’ rightsworkers’ rights

3333 To facilitate workers’ To facilitate workers’ education education and trainingand training programmes on F/E programmes on F/E AnalysisAnalysis

To facilitate workers’ To facilitate workers’ education education and trainingand training programmes on F/E programmes on F/E AnalysisAnalysis

4444 To build up To build up networksnetworks of trade of trade unions on F/E Analysis and unions on F/E Analysis and workers’ rightsworkers’ rights

To build up To build up networksnetworks of trade of trade unions on F/E Analysis and unions on F/E Analysis and workers’ rightsworkers’ rights

Immediate ObjectivesImmediate Objectives

By the end of the course, all By the end of the course, all participantsparticipants shouldshould become able tobecome able to

Fully utilize supervisory Fully utilize supervisory mechanism of the ILO and mechanism of the ILO and other international instruments other international instruments for right to C.B.for right to C.B.

Effectively analyze financial Effectively analyze financial and economic performance of and economic performance of enterprises (through annual enterprises (through annual report)report)

Target Target OutputsOutputs of the of the CourseCourse

1)1) Focal Points for Financial Analysis in 16 Focal Points for Financial Analysis in 16 unions in the Regionunions in the Region who have capacity who have capacity of;of;

Effectively analyzing financial and economic Effectively analyzing financial and economic performance of enterprisesperformance of enterprises;;

Using international instruments for protection of Using international instruments for protection of right to collective bargainingright to collective bargaining;;

Providing assistance/advise to other unions in the Providing assistance/advise to other unions in the country/region on financial analysis of country/region on financial analysis of enterprisesenterprises..

2)2) 16 project proposals for promoting the 16 project proposals for promoting the effective financial/economic analysiseffective financial/economic analysis;;

3)3) A regional network of Focal Points.A regional network of Focal Points.

50 trade union activists trained on ILS50 trade union activists trained on ILS50 trade union activists trained on ILS50 trade union activists trained on ILS

SoliCommSoliCommComputer Communications NetworkComputer Communications Network

Regional Network on ILSRegional Network on ILS

OnlineOnlineConferenceConferenceOnlineOnline

ConferenceConferenceMailingMailing

ListListMailingMailing

ListList E-LibraryE-LibraryE-LibraryE-Library WebsiteWebsiteWebsiteWebsite

A3-00391A3-00391A3-00391A3-00391 A3-2739A3-2739A3-2739A3-2739 A3-50567A3-50567A3-50567A3-50567 A3-00398A3-00398A3-00398A3-00398

Promotion of the use of the ILS by unionsPromotion of the use of the ILS by unionsPromotion of the use of the ILS by unionsPromotion of the use of the ILS by unions

3. 3. Time-TableTime-Table3. 3. Time-TableTime-Table

Weekly Session PlansWeekly Session Plans

11stst week week Intro. to F/E AnalysisIntro. to F/E Analysis

22ndnd week week Advanced skills on F/E Advanced skills on F/E AnalysisAnalysis

33rdrd week week Trade union policy/strategyTrade union policy/strategy

44thth week week Study visit to JapanStudy visit to Japan

Weekly EvaluationWeekly Evaluation

Weekly EvaluationWeekly Evaluation

Weekly EvaluationWeekly Evaluation

Final EvaluationFinal Evaluation

4. 4. Work PlanWork Planss4. 4. Work PlanWork Planss

Concept of work plansConcept of work plans

SPROUT SPROUT

Development scheduleDevelopment schedule

What is “What is “Work PlanWork Plan”?”?

1.1. A wA work ork pplan is: lan is: aa project proposalproject proposal that aims tothat aims to bring about a positive bring about a positive change by tackling with a “problem”change by tackling with a “problem”

2.2. WWork planork planss need need to be implementedto be implemented

3.3. Work plansWork plans mustmust be be time-boundtime-bound

4.4. The objectives of work plansThe objectives of work plans must must be be ““feasiblefeasible”, “”, “realisticrealistic” ” &“&“achievableachievable””..

Model Format = SPROUTModel Format = SPROUT SPROUT = SPROUT = Summary Project OutlineSummary Project Outline::

the standardized format for project proposal the standardized format for project proposal used by the ILO and other UN agenciesused by the ILO and other UN agencies

What is yourWhat is yourproblem?problem?

What causesWhat causesthe problems?the problems?

What should beWhat should bethe ideal situation?the ideal situation?

ProjectProject

How can youHow can youattain the situation?attain the situation?What to do?What to do?

Conditions for the Work Conditions for the Work PlanPlan

11““Problem” must be related to Problem” must be related to “weak point(s)” of your union in “weak point(s)” of your union in financial/ economic analysis of financial/ economic analysis of enterprisesenterprises

22““Cause” of the problem must be Cause” of the problem must be identified, and it should be identified, and it should be “solvable” by your union’s action“solvable” by your union’s action

33““Solution” must be linked with Solution” must be linked with the issues you will have studied the issues you will have studied during this training courseduring this training course

Development ScheduleDevelopment Schedule

By the End of First Week (12 Aug.)By the End of First Week (12 Aug.)Identification of the main Identification of the main “problem”, “desired situation” and “problem”, “desired situation” and “needs”“needs”

By the End of Second Week (19 Aug.)By the End of Second Week (19 Aug.)Elaboration on “solutions” and Elaboration on “solutions” and “strategies”“strategies”

On 26 AugustOn 26 AugustPresentation of the first draft of Presentation of the first draft of your workplanyour workplan

5. Evaluation5. Evaluation5. Evaluation5. Evaluation

Daily summaryDaily summary

Weekly test / evaluationWeekly test / evaluation

End-of-course evaluationEnd-of-course evaluation

Post-course evaluationPost-course evaluation

EvaluationEvaluation Daily Daily Summary – by a report Summary – by a report

teamteam

Weekly Test (every Friday)Weekly Test (every Friday)

Weekly evaluation (every Friday)Weekly evaluation (every Friday)

End of Course EvaluationEnd of Course Evaluation

Post-Course EvaluationPost-Course Evaluation Through follow-up activities to monitor Through follow-up activities to monitor

iimplementation of mplementation of wwork ork pplanlanss After-1year-After-1year-eealuation aluation qquestionnaireuestionnaire..

6. Distribution of 6. Distribution of ResponsibilitiesResponsibilities

6. Distribution of 6. Distribution of ResponsibilitiesResponsibilities

Team LeaderTeam Leader

Daily Report TeamDaily Report Team

Recreation TeamRecreation Team

Team Leader Team Leader (Chairperson)(Chairperson)

Rotates weekly (no re-election)Rotates weekly (no re-election)

Assists and encourages participants to be Assists and encourages participants to be punctual at all times especially for training punctual at all times especially for training sessionssessions

Assists and encourages participants to keep Assists and encourages participants to keep the training room tidythe training room tidy

Assists trainers/resource persons as Assists trainers/resource persons as necessarynecessary

Gives a vote of thanks to resource personsGives a vote of thanks to resource persons

Sets an example of participation and Sets an example of participation and encourages other participants to actively encourages other participants to actively participate.participate.

Daily Report TeamDaily Report Team

Rotates daily – formed by a pair of Rotates daily – formed by a pair of participantsparticipants

Takes notes of, and summarizes the Takes notes of, and summarizes the major points and key findings of major points and key findings of each training session (no more than each training session (no more than five major points)five major points)

Reports the summary of the key Reports the summary of the key findings at the beginning of the findings at the beginning of the following day (10 minutes).following day (10 minutes).

Recreation TeamRecreation Team

Rotates weekly – formed by 4 Rotates weekly – formed by 4 participantsparticipants

Plans, proposes and arranges social and Plans, proposes and arranges social and cultural activities or events during free cultural activities or events during free time or for weekendtime or for weekend

Plans and implements short energizers Plans and implements short energizers that participants can demonstrate that participants can demonstrate during or between training sessions (e.g. during or between training sessions (e.g. singing a song, stretching or exercising)singing a song, stretching or exercising)

Should decide a team leader.Should decide a team leader.

7. Other Important 7. Other Important IssuesIssues

7. Other Important 7. Other Important IssuesIssues

Pre-Course Pre-Course AssignmentAssignment

Course websiteCourse website

Use of PCs/InternetUse of PCs/Internet

Security issuesSecurity issues

Pre-Course AssignmentsPre-Course Assignments

Pre-Course OrientationPre-Course Orientation

Country ReportCountry Report

Resource materialsResource materials

Research and Research and preparationspreparations

Course WebsiteCourse Website

http:/http://training/training.itcilo..itcilo.orgorg/actrav//actrav/coursescourses / /20020055/A3-/A3-00398_web00398_web//

Contains all the records of the training Contains all the records of the training course;course;

Serves as a dServes as a database of resource atabase of resource materialsmaterials and course works; and and course works; and

Offers a nOffers a networking etworking point forpoint for the the participantsparticipants and resource persons. and resource persons.

Use of PCs and InternetUse of PCs and Internet

In the classroomIn the classroom

In the lobby of Pavilion LIn the lobby of Pavilion L

In the Computer Lab.In the Computer Lab.

Security IssuesSecurity Issues

On campusOn campus

In cities.In cities.

8. Q & A8. Q & A8. Q & A8. Q & A

Any Any QQuestionsuestions/C/Clarifications?larifications?

About About oobjectivesbjectives?? About target outputsAbout target outputs?? About About specific cspecific contents?ontents? About study visit?About study visit? About … anything?About … anything?

How can we make this How can we make this program best for you?program best for you?

ACTRAV-TurinACTRAV-Turin