October 23, 2006 Manila, Philippines Ateneo de Naga University Alumni Association Re-building & Re-inventing for Service Driven Alumni Association Charlie Villaseñor President, Ateneo de Naga Alumni Association President, Ateneo de Naga HS 82 Alumni

Agenda Ateneo de Naga Alumni Association Background Why Re-invent & Re-build Our Key Challenges How we’re Meeting that Challenge Governance & Organization Service Focus Business Agenda Where we are today The Bottom line Leveraging Global Reach Next Steps

Ateneo de Naga University Alumni Association ADNUAA® Confidential Our Alumni Association- background  The by-laws needs to be reviewed and amended to meet current requirements  Our organization set-up is not adequately addressing opportunities and key opportunity areas  Our SEC, BIR and other business permits are expired  We do not have a working Secretariat neither a Secretariat office  The association is not in good financial position do not have money except the first annual dues given to us by new graduates  We are not taking advantage of our association many opportunities. We are not making use of new technologies.  There are missed opportunities in integrating with alumni based overseas In 2007 we’ve looked at our Alumni Association and found many opportunities for improvement. Some of them are the following

Ateneo de Naga University Alumni Association ADNUAA® Confidential Changes are clearly needed  Review and make our by-laws current in meeting new requirements, opportunities and challenges  We established a full-time Secretariat office in Manila:  Established members database  Issue communications and become center for information  Carry-out day to day operations such as fund-raising programs  Organize regular business forums, retreats, sports, all events  Coordinate with satellite secretariat in Naga and int’l chapters  Take advantage of new technology to facilitate the work and look at this as potential areas of revenue generation It will help our association if we :

Ateneo de Naga University Alumni Association ADNUAA® Confidential Participation Issues A common obstacle to having alumni get involve in alumni activities are many such as: Reasons for poor participation Lack of information Lack of variety of activities No regular contact center for getting information It requires money to participate Too diverse profiles of alumni Involvement is especially difficult to manage within large, geographically dispersed members of our alumni community

Ateneo de Naga University Alumni Association ADNUAA® Confidential Little-participation How a well established Secretariat Office can help Proper Governance => Fiscal controls Service Oriented => Customer driven Information Center => Faster turn-around Revenue Generator=> Business orientated Integration w/ chapters => Leverage technology A Manila Secretariat Office Can Add Value A well managed system and proper Secretariat infrastructure More Participation

Ateneo de Naga University Alumni Association ADNUAA® Confidential Impact of a Central Secretariat Office Few Many More Fiscal Controls Community Revenue Generator Efficient Membership Reach Service oriented Regional & International Manila/ Philippines Naga / Bicol A Central Secretariat Office in Manila extends our options

Ateneo de Naga University Alumni Association ADNUAA® Confidential The New Challenge for Our Alumni Association  Organization & Governance  Need to integrated with Alumni head office and Manila Chapter  We need sustainable leadership and proper governance structure  Getting close to the majority membership base  Centralized full time working Secretariat is key  Fiscal controls (ie; independent auditors)  Service Driven  Understanding demographic profiles  Introduce services that are diverse and relevant to specific groups  Measure and manage continuous improvement  Use technology such as internet, VOIP, and mobile phones  Resource Management  Grow our financial capability to be able to run our programs (ie; provide outreach, donate to our schools/scholars, medical missions)  Secure support from capable members  Prioritize on high-yielding revenue generators, fiscal discipline  Identify innovative programs to draw resources

Ateneo de Naga University Alumni Association ADNUAA® Confidential We’re going to make it work in our association  To do that we’ll have to meet the challenges of:  No available full time working Secretariat  Traditional by-laws and governance structures  Old time practices  No adequate infrastructure  Poor “branding” and marketing of our services, opportunities  We can change it for a better alumni association:  Update our by-laws and comply with regulatory requirements  Service driven association  Deliver value to the membership base  Support all chapters  Key performance management  Manila based Central Secretariat Office that can handle:  Research & Communications  Events and project management  Revenue generation activities

Ateneo de Naga University Alumni Association ADNUAA® Confidential And we’re getting after it By moving forward on all three fronts simultaneously: Review and update by-laws Comply with regulatory requirements Grow involvement and line-up of alumni leaders Well established fiscal controls Proper Governance Service oriented Resource Management Know the curent demographics and database Identify key services requirements Effective and full time working Secretariat Manage key performance indicators – use available technology Efficient use of resources Right revenue enablers Innovative programs Measure and manage

Ateneo de Naga University Alumni Association ADNUAA® Confidential Manila Central Secretariat is a big part of the answer Established this office in phases:  Around 2, then 3-4 people  Secure basic office equipments and tools  Move into generating sources of funding  Aggressive communication campaigns for events  Make this Secretariat available to Chapters (local & Intl) as well as different batch groups who may want to avail of their services.

Ateneo de Naga University Alumni Association ADNUAA® Confidential Good for Alumni and also our School  Benefits to Alumni:  Can easily access and get involve in the association  There is a well defined and structured process to participate  Avail of membership services and opportunity to also serve  Assurance of proper management and proper controls  Being part of a system of having continuous improvement embodying the ideals of an Ateneo de Naga alumni  Benefits to our school:  Closer cooperation and collaboration with the alumni  Have a more organized channel of communication  More efficient coordination when fund sharing is necessary  Partnership approach in building the Ateneo De Naga brand  Potential for more strategic joint programs

Ateneo de Naga University Alumni Association ADNUAA® Confidential Where we are today...  Leveraging our Manila Chapter  Manila Chapter 2007 officers very supportive of the plan forward  Manila Chapter have offered resources to kick-off the program  Manila Chapter willing to support the big picture and for them to also benefit  Informal Surveys in Naga and USA  Naga team recognizes the need to make the changes  USA based alumni would like more collaboration with Philippines  Invitation to USA Convention “All USA Ateneans” in July 2008, Chicago  Next Steps  Do a Strategic Planning session by January 2008  Secure the Secretariat office and  Hire the resources  Share this to the Grand Alumni Reunion in Naga on 30 December 2007 and secure further support

Ateneo de Naga University Alumni Association ADNUAA® Confidential The Bottom Line... A co-ordinated approach Will improve the overall performance of the alumni association WE can do it!

Ateneo de Naga University Alumni Association ADNUAA® Confidential In Summary  Establishing and preparing the new organization model  Puting in place a more effective Secretariat Center  Delivery of more diverse and relevant services  Making the fiscal controls in place  Setting some business objectives for sustainable long-term growth  Getting more alumni inspired to participation  Working closely with the Ateneo de Naga University By January 2008:  We need to do more detailed strategic planning and project management We’re changing the way we will run our alumni association

Ateneo de Naga University Alumni Association ADNUAA® Confidential Thank You!

October 23, 2006 Manila, Philippines Ateneo de Naga University Alumni Association Re-inventing & Re-building for Service Driven Alumni Association Charlie Villaseñor President, Ateneo de Naga Alumni Association President, Ateneo de Naga HS 82 Alumni