ITC-ILO/ACTRAV Course A : Trade Union Training on Financial and Economic Analysis of Enterprises for Collective Bargaining ACTRAV-Turin Course Orientation Course Orientation

Aims of This Session 1. To get to know with each other; 2. To confirm the objectives and expected outputs of this program; 3. To confirm the timetable of the course; 4. To make necessary fine-tuning reflecting needs and expectations of the participants; and 5. To distribute roles & responsibilities.

1. Introduction 1. Introduction  Basic Rules of the Course  To get to know with each other

Four Ground Rules 1.Be active and participative in all activities throughout the course 2.Be attentive and supportive to your classmates 3.Learn from each other and teach with each other 4.Be punctual!

Activity No.1: Paired Interview 1. Full name and nickname; 2. Name and type of trade union; 3. Trade union experience and expertise in financial analysis of enterprise and CB; and 4. What does he/she want to achieve in this training course? We break into pairs (a group of two persons), and in each pair one interviews the other to know about him/her. Each has 5 minutes. After the interview, you will introduce your partner to the group. You should at least ask about:

2. Objectives 2. Objectives  Long-term (development) objectives  Immediate objectives  Outputs

Background (1) Why are you here to study about “financial and economic analysis of enterprises”? How can we improve collective bargaining in Asia/Pacific?

Background (2) Workers are suffering from low wages, weak social protection and instability Low enforcement of laws Economic Interest Lack of Political Will Weak economy Weak workers’ organization Weak Collective Bargaining Power and Bad Outcomes Negative Effect of Globalization

How to Strengthen C.B.? 1. Bargaining Position of Unions must be strengthened 2. Enabling environment for collective bargaining must be ensured

Long-Term Objectives of this Training Course Better capacity of unions in financial/ economic analysis of enterprises To achieve Improved bargaining position of unions in C.B. Better capacity of unions in protecting right to C.B.

To Achieve Long-Term Objectives, We Need: 11 To promote a structure within trade unions responsible for F/E Analysis 22 To strengthen the capacity of unions for F/E Analysis and workers’ rights 33 To facilitate workers’ education and training programmes on F/E Analysis 44 To build up networks of trade unions on F/E Analysis and workers’ rights

Immediate Objectives By the end of the course, all participants should become able to Fully utilize supervisory mechanism of the ILO and other international instruments for right to C.B. Effectively analyze financial and economic performance of enterprises (through annual report)

Target Outputs of the Course 1) Focal Points for Financial Analysis in 16 unions in the Region who have capacity of; Effectively analyzing financial and economic performance of enterprises; Effectively analyzing financial and economic performance of enterprises; Using international instruments for protection of right to collective bargaining; Using international instruments for protection of right to collective bargaining; Providing assistance/advise to other unions in the country/region on financial analysis of enterprises. Providing assistance/advise to other unions in the country/region on financial analysis of enterprises. 2) 16 project proposals for promoting the effective financial/economic analysis; 3) A regional network of Focal Points.

50 trade union activists trained on ILS SoliComm Computer Communications Network Regional Network on ILS Online Conference Mailing List E-LibraryE-LibraryWebsiteWebsite A A A3-2739A3-2739A A A A Promotion of the use of the ILS by unions

3. Time-Table 3. Time-Table

Weekly Session Plans 1 st week Intro. to F/E Analysis 2 nd week Advanced skills on F/E Analysis 3 rd week Trade union policy/strategy 4 th week Study visit to Japan Weekly Evaluation Final Evaluation

4. Work Plans 4. Work Plans  Concept of work plans  SPROUT  Development schedule

What is “Work Plan ” ? 1. A work plan is: a project proposal that aims to bring about a positive change by tackling with a “problem” 2. Work plans need to be implemented 3. Work plans must be time-bound 4. The objectives of work plans must be “feasible”, “realistic” &“achievable”.

Model Format = SPROUT  SPROUT = Summary Project Outline: the standardized format for project proposal used by the ILO and other UN agencies What is your problem? What causes the problems? What should be the ideal situation? Project How can you attain the situation? What to do?

Conditions for the Work Plan 1 “Problem” must be related to “weak point(s)” of your union in financial/ economic analysis of enterprises 2 “Cause” of the problem must be identified, and it should be “solvable” by your union’s action 3 “Solution” must be linked with the issues you will have studied during this training course

Development Schedule  By the End of First Week (12 Aug.) Identification of the main “problem”, “desired situation” and “needs”  By the End of Second Week (19 Aug.) Elaboration on “solutions” and “strategies”  On 26 August Presentation of the first draft of your workplan

5. Evaluation 5. Evaluation  Daily summary  Weekly test / evaluation  End-of-course evaluation  Post-course evaluation

Evaluation  Daily Summary – by a report team  Weekly Test (every Friday)  Weekly evaluation (every Friday)  End of Course Evaluation  Post-Course Evaluation Through follow-up activities to monitor implementation of work plans Through follow-up activities to monitor implementation of work plans After-1year-ealuation questionnaire. After-1year-ealuation questionnaire.

6. Distribution of Responsibilities 6. Distribution of Responsibilities  Team Leader  Daily Report Team  Recreation Team

Team Leader (Chairperson) Rotates weekly (no re-election) Assists and encourages participants to be punctual at all times especially for training sessions Assists and encourages participants to keep the training room tidy Assists trainers/resource persons as necessary Gives a vote of thanks to resource persons Sets an example of participation and encourages other participants to actively participate.

Daily Report Team Rotates daily – formed by a pair of participants Takes notes of, and summarizes the major points and key findings of each training session (no more than five major points) Reports the summary of the key findings at the beginning of the following day (10 minutes).

Recreation Team Rotates weekly – formed by 4 participants Plans, proposes and arranges social and cultural activities or events during free time or for weekend Plans and implements short energizers that participants can demonstrate during or between training sessions (e.g. singing a song, stretching or exercising) Should decide a team leader.

7. Other Important Issues 7. Other Important Issues  Pre-Course Assignment  Course website  Use of PCs/Internet  Security issues

Pre-Course Assignments  Pre-Course Orientation  Country Report  Resource materials  Research and preparations

Course Website /2005/A _web/  Contains all the records of the training course;  Serves as a database of resource materials and course works; and  Offers a networking point for the participants and resource persons.

Use of PCs and Internet  In the classroom  In the lobby of Pavilion L  In the Computer Lab.

Security Issues  On campus  In cities.

8. Q & A 8. Q & A

Any Questions/Clarifications? About objectives? About objectives? About target outputs? About target outputs? About specific contents? About specific contents? About study visit? About study visit? About … anything? About … anything?

How can we make this program best for you? ACTRAV-Turin