The LGU Executive

Briefing
Orientation for Capacity Development Managers

June 18-19, 2025

4 Queens Resort, Pagadian City
NEO PLUS Program DILG MC 2025-016
 Executive Briefing is a platform for discussion and
knowledge sharing that helps decision and policy
makers to identify sound solutions to issues at hand.

For the NEO PLUS Program, it is conducted for the

Newly-Elected Officials (NEOs) who will be assuming
office under a new mandate following a local
election. The activity is done to provide NEOs with
the current state of local governance in their LGU.
What is an
Executive It must be completed coinciding the formal turnover
of administration, and either before (as a separate
Briefing? activity) the Refresher Course/ Basic Orientation for
NEOs.
 By the end of the Executive Briefing activity,
newly-elected officials must have:

● Gained an appreciation of the various issues

and challenges related to their local
governments’ state of local governance and
development;

Executive ● Identified priority issue/s on local governance

and local development which they would like to
Briefing work on during their terms of office; and
Objectives ● Defined their initial actions on the identified
priority issues
Preparing for the Briefing Activity
Coordination.
Agree to a date and venue of the activity.

Preparation of the State of Local Governance

Summary.
FO sits down with local functionaries who develop
the summary of the State of Local Governance by
analyzing the available data.

Coaching. FO assists and coaches presenter/s of the State of

Local Governance from the LGU. FO may provide tips on pitching
and on presentation to ensure sessions are within allotted time
and objectives are met.
What happens at the Briefing Activity?
It takes only a few hours to tell the LGU story.
Precision. Concision.
 1 2 3 4
The Meet and Greet Presentation of the Recommendations Ways Forward
State of Local
Setting the tone of the Governance Provide strategies and The NEOs identify
Executive Briefing. Summary actions that are within priority issues and
Introductions. LGU context and initial next steps.
Analyzed and identify capacity
summarized report to be development
presented. Highlight requirements.
accomplishments, but
also emphasize
performance issues/
gaps.
 ● The Meet and Greet shall be brief.

1 ● Allow each participant to introduce themselves.

Especially for those local governments who have
newly minted or with comebacking elected officials.
The Meet and
Greet
● This part of the activity establishes rapport and
enables a participative and safe learning
environment.
 ● Presentation of the State of Local Governance
Summary. This may be developed using the rich
2 data and information from the following reports of
the Local Government Unit:
State of Local ○ Governance Assessment Report (SGLG)
Governance
○ LGU Annual Report (Sec. 97, LGC)
Summary
○ Peace and Order Audit Result
○ Anti-Drug Abuse Performance Audit Report
○ Full Disclosure Policy Audit Report
 ● The local functionaries may not be limited to the
2 above mentioned sources of data.

State of Local ● The State of Local Governance Summary shall

Governance highlight the accomplishments of the LGU in the
Summary last three years but also emphasize on
performance issues/ gaps which the LGU may
have.
 ● Considering the issues/ gaps that have been identified
based on various performance audit results and reports,
this briefing shall also provide recommendations as to
3 how these concerns shall be addressed best.

Recommendations ● The Newly Elected Officials may take the

recommendations in part or in its entirety. Moreover, with
the new thrust of the new administration, the NEOs,
particularly the LCE may identify priority issue/s that he
or she will primarily address in his/her term of office.
 ● From the briefing activity, the NEOs agree on the priority
issues/ gaps that they will address within the term.
4
● The NEOs will bring these priority issues/ gaps to the
Ways Forward Refresher Course/ Orientation. During this
course/orientation, the NEOs will be assisted to come up
with a more focused plan of actions that will target to
address the identified issues.
 Newly Elected Officials
● Local Chief Executive
● Vice-Governor or Vice-Mayor
● Members of the Local Sanggunian
(Provincial, City, Municipal)

Local Functionaries (whichever applies at the local government)

● Administrator ● Building Official ● Information Officer
● Treasurer ● Health Officer ● Tourism Officer
● Assessor ● Civil Registrar ● Veterinarian
● Accountant ● Legal Officer ● General Services Officer
Participants ● Budget Officer ● Agriculturist ● Population Officer
● Engineer ● Architect ● Cooperatives Officer
● Planning and Development ● Environment and Natural ● Social Welfare and
Officer/ Coordinator Resources Officer Development Officer

Note:
The activity may also be attended by the other members of the Local Governance Transition Teams not
mentioned above.
 AM
● 9:00-9:30 | Meet and Greet
● 9:30-9:45 | Welcome Remarks/ Opening Message
● 9:45-10:00 | Activity Overview
● 10:00-12:00 | * State of Local Governance Summary

PM
Recommended ● 1:00-2:00 | *State of Local Governance Summary (cont.)
Schedule of ● 2:00-3:00 | *Recommendations
Activities ● 3:00-3:30 | Guidance from the LCE
● 3:30-4:00 | Ways Forward and Closing
 Parts of the Template

● Executive Summary
● Analysis of the State of Local Governance
○ Social Governance
○ Economic Governance
○ Environmental Governance
State of Local ○ Peace and Order Governance
Governance ○ Financial Administration
Summary ● Summary of Accomplishments and Performance
Gaps
● Recommendations
State of Local
Governance
Summary
 List of Priority Issues (template provided) is the output of the
briefing activity.

This document serves as basis of the NEOs in coming up with

their priority agenda in the LG Canvas during the Refresher
Course/ Orientation.
List of Priority
Issues
Next Steps following the Briefing Activity.
 Submission of the State of Local Governance Summary.
DILG Field Officer (FO) submits the signed and final copy of the
State of Local Governance Summary.

Template Repository: Submission Link:

[Link]/exec-briefing–toolkit [Link]/submit-neo-R9
Document Format:
PDF

File Name Format:

Ex: Piñan-ZDN-SLG-Summary
Ex: Zamboanga-City-SLG-Summary
Ex: ZDS-SLG-Summary
Continuous assistance. Guide and assist the NEOs to ensure
their attendance and participation to the orientation or refresher
course. Gently remind them to bring with them the priority
issues they have initially identified and wished to address.

Continue provide assistance to NEOs as needed in their day to

day local governance leadership journey.