EJCIPEA Training by Walter Uy

PHILIPPINES

A Special JCIPEA Training Module compiled and developed by:CHRISTOPHER M. CAMBA2015 National Secretary GeneralSenator No. 71347

Journey from Efficiency to Performance to Impact and Positive Change

WALTER L. UY2016 National Secretary GeneralJCI Philippines

JCIPEA E.P.I.C.

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At the end of the course participants will:• Understand better the ACTIVE CITIZEN FRAMEWORK.• Appreciate and find opportunities for alignment to the thrust of JCI

Philippines and the world organization.• Appreciate the value of the JCIPEA Program• Understand the JCIPEA System

– Know the Rationale and Mechanics– Know the JCIPEA Seal of Efficiency– Know how to use/read the JCIPEA Scorecard– Learn how to use the e-JCIPEA Module

• PLAN FOR THE YEAR BETTER AND ENSURE POSITIVE CHANGE

Course Objectives

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Course Outline

•MODULE1:ActiveCitizenship,shiftingourfocustoImpact•IntroductiontoActiveCitizenFramework

•MODULE2:JCIPAlignment,aligningtothethrustoftheworld•UnderstandingJCI’s 5KeyStrategiestoImpactvis-à-visJCIPhilippinesPlanofActiontodriveit.

•MODULE3:JCIPEA,anEPICJourney(FromEfficiencytoPerformancetoImpact)•JCIPEAProgramRationale

•MODULE4:JCIPEAProgram,acloserlook•ProgramsMechanics•Awards•JCIPEATemplateandItemsRated

•MODULE5:eJCIPEA,theefficientwayforward•e-JCIPEAmodule

•MODULE6:DraftingourLOGoForwardPlan

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Participants Introduction

1) Name, LO and Position2) Years with JCI

3) In one word, what is “JCI” for you?

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In one word, what is “JCI” for you?

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Module 1:

Active Citizenship, shifting our focus to impact!Sources: • jci.cc• 2014-2018 JCI Strategic Plan• JCI Impact Strategy course• JCI Impact course

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HOW?

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Strategic Tool

Assessing Community Needs

Formulating and Implementing Sustainable Solutions

Evaluating Results

Collaborating and Engaging Stakeholders

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What actions can you take to Empower and Impact?

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Module 2:

JCI 5 Key Strategies, Aligning efforts to impactSources: • jci.cc• 2014-2018 JCI Strategic Plan• JCI Impact Strategy course• JCI Impact course

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“Build as one” a call to unite and act

Understand the thrust of JCI Philippines,

and respond to the call to act!

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TO ensure that we achieve alignment of efforts, thatwhat we are doing locally will contribute to our Vision,Mission and Values and will add value to the newthrust of JCI, which is the shift to Impact.

To achieve such alignment, we need to understand the 5Year Plan of Action of the world organization that is todrive Actions that -- Impact, Motivate, Invest, Connect andCollaborate.

for JCI Philippines, what do we want to achieve?

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How do you select and develop your LO programs and projects for

Y2016?

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How can we create an impactful year?Our programs should empower JCI members towards making JCI Philippines assolutions provider, with our Creed and Active Citizen Framework as our guide.

How can we be relevant to the community?Our programs should drive a change in our mindset towards implementingsustainable and measurable programs that address community problems orneeds.How can we concretely create positive change?Our programs should be able to concretely drive positive change, improving theway we do things in order to improve the lives of all stakeholders, JCI Membersincluded.

How should we define our 2016 JCI Programs and Initiatives?

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What should our local programs look like?• Use the 5 strategies of Impact, Motivate, Invest, Connect,and Collaborate• Your projects must be aligned with the thrust of JCI World andJCI Philippines.• Your Plan of Action as a chapter must be based on the Plan ofAction of JCI World.

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BUILD AS ONE

IMPACT MOTIVATE INVEST COLLABORATE CONNECT

Will our National/Area/Region/LO Programs enable our communities to achieve impact?

Will our National/Area/Region/LO Programs create an environment in which people are motivated towards positive change?

Will our National/Area/Region/LO Programs create a financial plan that will invests on long-term goals?

Will our National/Area/Region/LO Programs bring together like-minded partners to expand mutual impact?

Will our National/Area/Region/LO Programsconnect people, the community and global society?

How should we define our 2016 JCI Programs and Initiatives?

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Actions that IMPACTOUR GOAL: JCI Philippines will enable communities to achieve impact throughour National and Local Programs.

OUR ACTIONS:• Implement sustainable programs according JCI Active Citizen Framework (ACF).• Deploy the 5x5 Impact Strategy to engage young active citizens in the community.• Increase your membership and/or extend new or revive Local Organizations• Implement JCIP National Programs timely: January - UNMDG, March - YLEA, Bags to School

and Pinay Power, April - JCI Week and Beyond Prison Walls, September - Peace Month,Yearlong - Oplan Kaagapay, etc.

• Be JCIPEA Efficient!

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Actions that MOTIVATEOUR GOAL: JCI Philippines will create an environment in which people aremotivated towards positive change.

OUR ACTIONS:• Execute the JCIP Training Scorecard.• Appoint and engage the Area, Region and LO Training Directors and Training Plans are

accordingly developed.• Build pool of competent trainers.• Conduct JCI Official and Non Official Courses.• Create and conduct skills development courses especially Parliamentary Procedures and

Project Management.• Conduct “Opportunity to Impact,” our new members orientation program.• Involve or promote TOYM / TOYP to recognize individuals who are model of impact.• Participate in the Area, National (or even ASPAC and World) JCI Awards Programs.• Provide local recognition programs for members.

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Actions that INVESTOUR GOAL: JCI Philippines will create a financial plan that will invests on long-term goals.

OUR ACTIONS:• Participate in the 100th Year JCI Philippines Gala to meet and network with possible funders or

corporate partners. Or organize a similar event locally.• Develop a measurable and sustainable financial growth plan.• Market the JCIP online store and merchandise. Participate by promoting local products to be

part of it.• Explore collaboration with businesses owned by JCI Members.• Submit project proposals for Corporate Social Responsibility initiatives of major companies.

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Actions that COLLABORATEOUR GOAL: JCI Philippines will bring together like-minded partners to expandmutual impact.

OUR ACTIONS:• Introduce programs that will position JCIP as an organization that will unite all sectors of society

to create sustainable impact• Attend JCI and non-JCI conferences and summits.• Celebrate JCI Active Citizen Day (foundation day) and JCI 100th Year of Impact to bring in the

different sectors of the society and rally them to drive our key programs.• Participate in JCI Twinning Program.• Encourage collaboration internally among various Programs. Organize joint projects at all levels.

Co-brand 2 or more programs where 2 different programs are packaged and delivered together.• Partner with other professional groups, government associations and other relevant assemblies.

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Actions that CONNECTOUR GOAL: JCI Philippines will connect people, the community and globalsociety.

OUR ACTIONS:• Share JCI Active Citizen Framework concept to the community.• Conduct My World Campaign (Forum and Survey) locally.• Engage members in educating and training the community of several core skills of JCI like

Parliamentary Procedure and Project Management.• Understand our NOM Tagline “I am for Positive Change” and align our LO theme for the 2015 to

drive it locally.• Encourage media and PR exposures for all JCI initiatives. Utilize Social Media, ensuring our

positive presence in all different online communities available.• Establish an effective communication channels to increase exchange of information at all levels

of the organization. Engage all secretaries to keep track of circulars and information shared byNational, Area or Region.

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Module 3:

JCIPEA, an EPIC JourneyJCIPEA from Efficiency to Performanceto Impact and Positive Change

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What is Efficiency?How can you be efficient?

PROGRAM RATIONALE

Do it right! Know expectations

Maximize resources Drive greater impact

Plan

Align goalsClear guidelinesMeasure

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JCIPEA = Efficiency to Performance to Impact

What is Efficiency?How can you be efficient?

JCIPEA = Efficiency

PROGRAM RATIONALE

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Efficiency is doing things RIGHT!

JCIPEA defines the minimum expectations from each Local Organization in relation to the way it has to operate to ensure that it could successfully carry out the thrust of JCI Philippines and contribute in

the realization of our JCI Mission.

PROGRAM RATIONALE

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• Doing the right things right

Efficiency

• Achieving greaterresults

Performance• Creating

positivechange

Impact

PROGRAM RATIONALE

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Module 4:

JCIPEA, a closer look

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PURPOSE

The JCI Performance Efficiency Award (JCIPEA) was created to ensure that Local Organizations are providing a balanced

environment to support active citizens in their efforts toward sustainable impact

It hopes to motivate local organizations to:• participate in the implementation of national programs and its

recognition thereof• organize official and other trainings courses,

• promote of JCI• attend conferences and key organizational meetings

• comply with administrative reports and documentation

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COMPONENTS

BUILD AS ONE

IMPACT MOTIVATE INVEST COLLABORATE CONNECT

üACF Projects to drive UNSDGüJCIP National ProgramsüOther Community Impact Programs/Projects

üJCI Official CoursesüNon-Official CoursesüNational Training Programs

üFundraising ProjectsüBusiness and TradeüOther Business Projects

üMeetings and AcademiesüLocal and International ConferencesüJCI Philippines Collaboration Programs/Projects

üAdministrative FunctionsüPublicity and PromotionsüAwards and Recognition Programs

The JCIPEA Program covers 5 Key Result Areas, consistent to the focus ofthe world organization, which are aligned to the thrust of JCI Philippines.

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Understanding the JCIPEA ScorecardThe enhanced template streamlined the JCIPEA reporting,-outlines specific goals-determines corresponding parameters or criteria that has to be met-identifies the equivalent points that can be earned

The scorecard will serve as an easy guide or a checklist in theover-all management of a Local Organization containing all items tobe done.

JCIPEA SCORECARD

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2 Sections:

TEMPLATE

TARGETGoals and Parameters

ACTUAL Accomplishments

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TEMPLATE

TARGET (Goals and Parameters) SECTIONServe as guide what to do, how and when to do it and the corresponding points that can be earned

JCIPEA Code, crossreference for LO ProjectCompletion Report

BLACK Font – RegularItems used as basis forthe divisor in computingfor the ratingBLUE Font – Bonus

Items, more chances ofearning points

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TEMPLATE

ACTUAL (Accomplishments) SECTIONCaptures what has been done/achieved by the LO so far, including all scores/ratings achieved.

RAW SCORE – Totalpoints earned

RATING – Equivalentrating of points earned

GAVEL – Indicates ifqualified or not

CATEGORIES 100% –Indicates no. of efficientcategories

SEAL OF EFFICIENCY– Indicates the level ofefficiency achieved

KNOW YOUR JCIPEA STANDING anytime, on your own!

Dashboard is automatically generated once you update the template with all the goals completed / criteria met.

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TEMPLATE

ACTUAL (Accomplishments) SECTIONCaptures what has been done/achieved by the LO so far, including all scores/ratings achieved.

YES or NO – Indicatewhether the goal is doneand/or cirteria is met

COUNT – Indicate number ofparticipants, frequency orpeso value, as appropriate

REMARKS – Indicate thedetails

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AWARDS – JCIPEA “Efficiency Awards”

100% total JCIPEA Rating (or an average of 20% per Key Result Area) will qualify the LO to receive a Gavel during the National Convention.

JCIP GAVEL

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100% Efficiency Rating for each Category will qualify the LO for a Seal of Efficiency that will be awarded during the Annual NatCon Temiong Awards:

PLATINUM 100% Efficiency Rating in all 15 CategoriesGOLD 100% Efficiency Rating in 12-14 CategoriesSILVER 100% Efficiency Rating in 8-11 CategoriesBRONZE 100% Efficiency Rating in 1-7 Categories

Note: The LO will only need to achieve at least 50% of the points fromRegular Items (in black) per category to achieve 100% Efficiency.Bonus Items (in blue) are available per category to earn more points.

SEAL OF EFFICIENCY

AWARDS – JCIPEA “Efficiency Awards”

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100% Efficiency Rating for each Category will qualify the LO for a Seal of Efficiency that will be awarded during the Annual NatCon Temiong Awards:

PLATINUM 100% Efficiency Rating in all 15 Categories

Highest/Top 10 LOs with Platinum Seal of Efficiency(based on JCIPEA Scores) will be given special recognitionduring the Area Conference and the National Convention withTOP CHANGEMAKERS AWARD (Plaque).

AWARDS – JCIPEA “Excellence Awards”

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AWARDS – Others

50 and 100 JCIPEA Points (Raw Score) will qualify the Local Organization to participate in the JCIP Area Conference and National Convention Awards Programs respectively.

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What does it take to achieve 100% Efficiency Rating?

Let’s see how easy it is to reach get a gavel.

Illustrations

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DISCLAIMER: THIS IS NOT THE RECOMMENDED MIX OF PROGRAMS AND ACTIVITIES, BUT RATHER ONLY AN ILLUSTRATION

TO GIVE AN IDEA AND A BENCHMARK AS TO WHAT WOULD IT TAKE TO REACH 100% JCIPEA RATING)

Illustrations

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Illustrations

What does it take to achieve 100% Efficiency Rating?Let’s see how easy it is to get a gavel.CONNECT

•Submitting the Presidents Bio Data on time

•Submitting the Membership List on time

•Holding 4 GMMs in a year

•President attending 1 RCM

•Representative attending 1 ACM

•Releasing 2 online/social media PR

•Sharing 1 Impact Story•Promoting JCI Week once, in whatever media

•LO President Attending either the President Academy or Midyear Academy

MOTIVATE

•Hosting 1 JCI Impact with 6 members in attendance

•Hosting 1 JCI Achieve with 6 members in attendance

•Hosting ACF Orientation with 6 members in attendance

•Hosting Project Management or Parliamentary Course with 6 members in attendance

•Conducting 3 Opportunity to Impact (NMO)

•Hosting another 2 Other Training/Non Official Course with 5 members in attendance

•LTD Attending 1 Area Training Forum

•Participating in the Area Training Month: Conducting 1 Community Training w/ 5 members in attendance

IMPACT

•Organizing 1 UNMDG Projects in January UNMDG Month

•Organizing 1 other UNMDG Project in any other months

•Participating in YLEA covering 5 Students

•Participating/Celebrating National JCI Week

•Hosting 1 Other Community Project

COLLABORATE

•LO President attending Area Conference with 3 other members

•1 Member attending the National Convention

•Submitting 2 entries to the Area Awards

•Endorsing 1 Judge to the Area Awards

INVEST

•Organizing 1 Fund Raising Project

•Submitting 2 members profile for the JCI Business and Trade Directory

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What does it take to achieve 100% Efficiency Rating?

Let’s see how easy it is to reach 100% for each category

Illustrations

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What does it take to achieve 100% Efficiency Rating?Let’s see how easy it is to reach 100% for each category

Illustrations

CONNECT –Administrative

100% =

Comply all even not on time, except jci.cc registration ofmembersORSubmit the following on time:-Presidents Resume and ID Picture on due date-Local Membership List-Plan of Action and BudgetAvail of Local Membership Dues Early BirdAdopt NOM ThemeUpdate jci.cc account – register 10 members

BONUS:jci.cc registration of members

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Illustrations

CONNECT –Awards

100% =

5 entries in AreaCon and 5 in NatCon1 Judge in AreaCon and 1 Judge in NatCon

BONUS:ASPAC and WorldCon Participation

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Illustrations

CONNECT –Promotions/P

R

100% =

2 Online PR1 Print Ad1 JCI Marker/Billboard or equivalentPresident’s Attendance in GalaPromotion of JCI Week

BONUS:Impact Stories submitted to JCI through jci.cc

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Illustrations

MOTIVATE –JCI Official

Courses

100% =

Organize 1 JCI Impact with 10 new graduates (from own LO)Organize 1 JCI Achieve with 12 new graduates (from own LO)Organize JCI Admin with 6 new graduates (from own LO)

BONUS:New Courses Hosting and Attendance

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Illustrations

MOTIVATE –Non Official

Courses

100% =

1 Parliamentary Procedures Seminar organized with at least 8 members in attendance1 Project Management Seminar organized with at least 8 members in attendance3 Opportunity to Impact (New Members Orientation) conducted1 more other non official course organized with at least 5 members in attendance

BONUS:ACF discussion and 4 other non official courses organized

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Illustrations

MOTIVATE –National Training

Programs

100% =

1 Trainer Activated who conducted any course to other LO or through joint hostingLTD’s attendance in a regional or area training forum1 Member in attendance in a regional or area Avante runLO Organizing a community training program with at least 5 of its members in attendance

BONUS:Avante National Training Summit Hosting and Attendance

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Illustrations

IMPACT –UNMDG

100% =

Implement 3 UNMDG projects in January in celebration of UNMDG Month

BONUS:2 More UNMDG Goals

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Illustrations

IMPACT –JCIP National

Programs

100% =

Conduct 2 MyWorld Campaign events in JanuaryGive out YLEA to at least 5 students on or before May31Conduct locally 1 “Beyond Prison Walls” project during April12-18 JCI Week CelebrationConduct locally 1 “Bags to School” project in March to JuneConduct locally 1 “Pinay Power” project in MarchImplement any project jointly with a Junior JJC in AugustConduct locally 1 project for Peace Month in September

BONUS:MyWorld Votes gathered, Nothing but Nets Funds raised,JCI Week celebration and OK local level activityimplementation up to 5 projects

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Illustrations

IMPACT –Other

Community Programs

100% =

4 Community LO projects implemented ORHosting 1 Regional/Area Community Project + 2 other LO Community projects

BONUS:4 more LO community projects

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Illustrations

INVEST –Fund Raising

100% =

2 Fund Raising event organized in a year

BONUS:4 more Fund Raising projects

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Illustrations

INVEST –Business and

Trade

100% =

Register at least 12 members to JCI Business Trade Directory

BONUS:JCI MAXX

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Illustrations

INVEST –Other LO

Business Programs

100% =

4 Community LO business seminars or projects implemented ORHosting 1 Regional/Area Business Project + 2 other LO Community projects

BONUS:4 more LO Business Seminars and/or Projects

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Illustrations

COLLABORATE –Conferences

100% =

10 members in attendance in Area Conference, including the LO President10 members in attendance in National Convention, including the LO President

BONUS:All international (ASPAC, WorldCon and UN Summit)conference attendance

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Illustrations

COLLABORATE –Meetings and

Academies

100% =

LO President Attended•2 RCMs•2 ACMs•either the Midyear or Pres Academy

BONUS:Hosting of Midyear Presidents Academy or IncomingPresidents Academy

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Illustrations

COLLABORATE –JCIP

Collaboration Programs

100% =

Sponsoring/Chartering 1 JJC Chapter or Attending Alay Lakad with at least 10 members1 Joint BOD/GMM and 1 Joint Undertaking with another LO

for the Sisterhood/Twinning ProgramHosting 1 Regional or Area Collaboration Project

BONUS:Nominations for TOYM and TOCPJCI Senate InvestitureInternational Twinning and Joint UnderdtakingPublic Speaking and World Debating Contests Participation

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Module 5:

e-JCIPEA, the efficient way forward

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e-JCIPEA, introduction

ejcipea.jci.org.ph or e-JCIPEA is the online JCIPEA scorecardand reporting module developed in 2015 under National President Brian Lim,through the office of the National Secretary General Christopher Camba and JCIP’sCommittee on Media and Communications (JCIP CMC) – Website National DirectorJoyce Macaspac, in close coordination with legasec (2015 Secretaries) and 2016NSG Walter Uy.

This module is attached to our online portal – www.jci.org.ph andalready incorporates online project reporting feature.

It is intended to ensure that JCIPEA stays true to the foundationof the program -- EFFICIENCY.

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e-JCIPEA, benefits

Under our e-JCIPEA, we will be able to enjoy the following, among others:

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e-JCIPEA, how to use

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Module 6:

Drafting your 2016 Plan

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What Seal of Efficiency should you aspire for in 2016?

What should you do to ensure higher efficiency and greater performance to

achieve our goal?

Q&A

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Thank you!GOOD LUCK!

Government & Nonprofit

EJCIPEA Training by Walter Uy