Training Experience. Project Title Client Description Project Management Training To Officials Of The South West Regional Corporation

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1 Training Experience Training To Officials Of The South West Regional Corporation Corporate Onesubcontract from this organization Training in Tendering for Government Contracts Life skills facilitator Facilitating life skills level one and in 2015 life skills level two training programmes Provision of Project Management Training Provision of Project Management Training Provision of Project Management Training Provision of Project Management Training Enterprise Hub Ministry of Science, Technology and Tertiary Education s And later in YTEPP LTD UWI- School of Business and Applied Sciences Trading as Roytec College of Science, Technology & Applied Arts of (COSTAATT) Cipriani College of labour and Cooperative Services Existing lecturer Worked with principal consultant David Benjamin who was contracted by the Government of This was to allow these officials to be able to operate their projects better Contract to provide training for persons interested in tendering for government contracts This programme targets persons who have been retrenched or need to be retrained so that they can live meaningful lives. Taught- Fundamentals of, Project Monitoring and Control and Procurement Taught Introduction to Facilitated a range of courses including Quality Management, Project Monitoring and Control, Project Execution and Implementing Strategies, Project Identification and Selection Strategies, Project Integration and Professional, Procurement for Projects, Schedule Application Techniques, Proposal and Costing, Risk Management, Evaluating Project Results, Contract Administration and Negotiation and Project Planning Taught project management at the Public Service Academy of the Ministry of Public Administration and Information of and in-house to officers of the Service Commissions and Directors of the Ministry of Agriculture, Land and Marine Resources 1

2 Training Experience Continued Training to Administrative Professionals of the National Gas Company National Secretaries Association Training in Winning Government Contracts- Procurement and Tendering Practices Workshop hosted in Project Monitoring and Control Provision of Training in Report Writing Customer Service Training Facilitated Training in Micro Entrepreneurship Facilitated a training in Introduction to Project Management Facilitating Training in Micro Entrepreneurship Cipriani College of Labour and Cooperative Services- Contracted by the Ministry of Labour and Small and Micro Enterprise Training of Frederick s Financial and Technical Services Ministry of Social Central Depository Hospitality and Tourism Institute Rotaract Club of Trinidad and Tobago YTEPP LTD Prepared and delivered training in to Administrative Professionals of the National Gas Company Held two workshops for business persons who are attached to the Fair Share of the Ministry of Labour and Small and Micro Enterprise Held a two day workshop for public servants and persons from the private sector in Project Monitoring And Control Provided training in Report Writing for officers of Community Based Organizations, Faith Based Organizations and Non-Government Organizations involved in the Mel of the Ministry of Social Prepared and delivered a Two Day Training in Customer Service to front line staff of the Trinidad and Tobago Central Depository Tutored Micro entrepreneurship courses at TTHTI Training done to assist the members of the Rotaract Club to improve their implementation and delivery of projects Micro entrepreneurship Tutor at YTEPP LTD in Tobago 2

3 Strategic Planning Experience Strategic Planning consultant to Solar Dynamics (EC) of St Lucia Associate consultant with Business Services Network of St Lucia Prior to startup of Frederick s Financial and Technical Services- Executive Management Position -Manager Corporate Services, Agricultural Bank Done as part of the Management of the Agricultural Bank Contracted to help Solar Dynamics to develop a strategic plan. Assignment also included the hosting of a strategic planning workshop with key stakeholders Executive Management Position responsible for the strategic planning process and monitoring of the Bank s critical success factors, key mission statement and all primary components. Spearheaded the preparation of the Strategic Plan of the Bank Business Planning Experience Business Plan Business Planning Consultant Feasibility Study and Preparation of Business Plans for the Establishment of Marketing and Production Cooperatives for the Organic Agriculture Industry in the Caribbean Clients in Tobago across several sectors including services sector, fishery and tourism sectors CARDI Subcontracted by Denzil Phillips International Limited of the United Kingdom in association with Business Support Network, Inc. of Saint Lucia Worked on developing business plans for several business in Tobago. The majority were able to access funding from several financial institutions Contracted by CARDI to prepare, with them, a business plan for a small ruminant project for the sheep and goat farmers - this was aimed at repositioning/resuscitating the industry Produced the Market Survey Report of Trinidad and Tobago and assisted with local coordination and other aspects of the project inclusive of reporting 3

4 Other Consultancy Experience Project Adviser Management Contractor adviser to contractor re: TSTT Tower at Buccoo Micro Enterprise Loan Facility ( Mel ) Technical Officer in the unit of the EU- CARIFORUM Caribbean Agriculture & Fisheries Study on temporary entry regimes (Mode 4) in CARICOM States and the Dominican Republic as well as selected EU States Evaluation of the Organisation of American States funded Hemispheric Project on Teacher Education Caribbean Region Ministry of Social EU-Cariforum Caribbean Agriculture And Fisheries Project awarded by the Caribbean Negotiating Machinery (CRNM) to DYKON s Limited Principal consultant David Benjamin whose contract was on behalf of the International Cooperation Initiatives Unit (UICI) Ministry of Education, Republic of Technical consultant to a Faith Based Organization (FBO) and a Community Based Organization (CBO) to assist them to set up and operationalize Micro Enterprise Loan Facilities (Mel) in their communities. As part of the consultancy prepared and delivered to clients of the Mel and officers of the CBO and FBO training in the Operations of a Micro Credit Facility, Business Planning, Writing a Business Plan and Costing and Pricing Worked on closing off this programme in its last six months - did disbursement processing, assisting with the production of a video for the programme and attending to other matters re close off. Prepared the report for this European Union funded. Did the country visit to inform the preparation of the report 4

5 Preparation of books and Manuals Preparation of an Information Booklet on Microcredit and Entrepreneurship Ministry of Labour and Small and Micro Enterprise Preparation of a manual for trainers who deliver programmes in Entrepreneurship Adjusted the SYB Start Your Business Manual to Trinidad and Tobago Wrote a book entitled Introduction to Procurement Management with relevance to Trinidad and Tobago Youth Training And Employment Partnership Ltd (YTEPP) International Labour Office (ILO) and YTEPP LTD Prepared by Theresa Frederick to guide students doing the course _ Procurement for project Contracted to prepare the booklet to celebrate 2005 the year of micro credit. It was to be used in the nation s schools for a competition to mark the event. Prepared a manual for YTEPP s trainers in entrepreneurship to standardize material being taught in its Entrepreneurship programme Modification/adaptation to of the ILO s SYB Start Your Business Manual. This book is used by students doing the course of Procurement for Project at University level. Review of the Regional Micro Project Fund Manual of the EU-Sponsored Poverty Reduction Ministry of Social Prepared a Procedures Manual and a Group Manual for the Groups that participate in the project. 5

6 Work Experience prior to startup of Frederick s Financial and Technical Services Senior Divisional Manager - Corporate Services - Executive Management Operations Manager with responsibility for the regional offices of the Agricultural Bank Accountant/ Administrator for a European Union Funded Small Business DFID Enterprise in Antigua and Montserrat Executive Manager of Agricultural Bank Position with overall responsibility for the Human Resources, Legal, Administration, Property Management and Registry Departments Manager of Agricultural Bank Company of DFID Enterprise sought to get assistance for the Montserratians after the volcanic eruption- SBDC was awarded the consultancy to develop and implement a small business development programme for the Montserratians Work was done as an employee of the SBDC Played a key role in the location, transfer and establishment of the bank s Head office in new premises and effected changes in/ improvement to the regional offices network Responsibility for the branch office network loans processing and administration of the bank s regional network Contracted for the position in keeping with the requirements of the European Union. Was the Accountant for the programme and Administrator for its Onlending Component that was implemented utilizing two credit unions and one non-government organization. Designed, developed and delivered training to micro lenders (staff of credit unions) in Assessing Operational Effectiveness of Lending programmes Financial Appraisal of Banking and Non-Banking Institutions in Antigua to determine one to manage the revolving credit facility and designed and supervised its implementation inclusive of the preparation of the Lending and Default Policy and Operations Manual for the facility, and Record Keeping Manual for its clients. Developed and delivered training in Advanced Risk Assessment Techniques, Report Writing, Recovery Management and Portfolio Management to officers of the NGO in Antigua. Delivered training in record keeping to persons accessing the lending facility. 6

7 Work Experience prior to startup of Frederick s Financial and Technical Services Project Title Employer/Client Description Mission Enterprise: Promotion of Rural Economic Companydone as an employee- Held position of Planning, Policy and Assisted with the design and supervised the implementation of the project. It involved the assessment of 6 communities, Training, Network, Technical Assistance and Business Plan Preparation. It sought to develop the revenue generating capacity of persons in the six rural communities On-the-Job Assessment Report of the training component of the EU/SBDC Small Business National Coordinator for the Caribbean Agriculture Research and Training Fund (CARTF)- a component of the EU-CARIFORUM Caribbean Agriculture & Fisheries Market Segmentation Study of the Medium, Small and Micro Enterprise Sector (MSME) in Trinidad and Tobago. Companydone as an employee Companydone as the manager at SBDC Companydone as an employee- Held position of Planning, Policy and Also prepared tender dossiers for supply contracts and supervised the work of consultants to ensure project deliverables obtained Did an On-the-Job Assessment Report of the training component of the EU/SBDC to objectively determine the impact of the 1998/1999 training programme on the participants and their institutions. The target group of the programme was the staff of credit unions involved in the programme Was responsible for s administration of this grant facility that provided grant funding of up to US$ 50, to agri businesses in CARIFORUM countries for research and training interventions in agriculture and agri processing Did the study to inform SBDC s policies for advancing the MSME sector in 7

8 Work Experience prior to startup of Frederick s Financial and Technical Services of an Operational Manual for use by CBOs in the implementation of micro-credit programmes in their communities Formulated policy recommendations and initiatives for the Sector Government of Trinidad and Tobago initiative that was supported by the United Nations - done as employee of the Small Business Company Contract awarded to the SBDC Companydone as an employee- Held position of Planning, Policy and Developed, as part of a two man SBDC team, an Operational Manual for use by CBOs in the implementation of micro-credit programmes in their communities. The is now the operations manual of the Micro Enterprise Loan Facility ( Mel) Conducted economic and statistical research on the small business sector including the possible impact of WTO and other trade Agreements on businesses with a view to developing programmes to help businesses to exploit opportunities and mitigate possible problems. Established relationships with local and international agencies to inform approaches to MSME development. Conducted a feasibility study (as part of a three-man team) for the establishment of SBDC s subsidiary company, SBDC Leasing Company Limited. Formulated policy recommendations and initiatives for the Sector Companydone as an employee and was part of a three man team assigned to do this assignment Companydone as an employee- Held position of Planning, Policy and Prepared the initial feasibility study for the introduction of a leasing company as a subsidiary of the Small Business Company. The feasibility study included the setting of a pricing structure for the company. Worked on the Medium Term Policy Framework and the Policy Framework for the Establishment of Set Asides for the Sector. This policy sought to allow small business persons to be able to access government contracts- recommendations included how the entire system should be operated. 8

9 Work Experience prior to startup of Frederick s Financial and Technical Service Project Title Employer/Client Description Policy, Planning and Project Management- the Business Business Company Manager/employee- The mandate of the company was changed Developed a Draft Strategic Plan for the MSME Sector that was designed to guide the creation and delivery of a seamless suite of services by business support agencies. It was prepared under the direction of the two principal agencies for the development of the sector, the Business and the small was Company Ltd and the National Company dropped and it now had responsibility for Entrepreneurship Company Limited Recoveries Manager Farm Management and Training Officer medium enterprises Employee of the Agricultural Bank Employee of the Agricultural Bank Turnaround of troubled projects. Handling the bank s portfolio of loans in recoveries- recovery of funds from failed loans Compilation of Farm Manuals of Record Keeping Systems for Agribusinesses Farm Management Training of Customers and Staff Benchmarking among Small Entrepreneurs in the Food and Agro Processing Industries Senior Account Officer Business Officer Companydone as the manager at SBDC responsible for the successful implementation of the project Taurus Services Ltd of the First Citizen s Bank Employee of the Small Business Company Assisted with the design and supervised its implementation. It involved benchmarking twenty six (26) companies, training of local consultants and development of a Best Practices Manual Management of default portfolio of ADB that was sold to Taurus Services Ltd. Execution of the Loan Guarantee for MSMEs Monitoring performance of recipients of Loan Guarantees Routine Business Advice to walk-ins and referrals Week training Training in Business Planning and Record Keeping Lectures at General Management Training Workshops Outreach s in Communities and Schools 9