May 25, 2013

Daily Accomplishment Report for May 20, 2013 nearly complying 100% with standards



---------- Forwarded message ----------
From: Holy GardensGroup <holygardens.group@gmail.com>
Date: Thu, May 23, 2013 at 3:10 PM
Subject: Re: Daily Accomplishment Report for May 20, 2013

95


On Tue, May 21, 2013 at 1:01 AM, Aireen Ricamara <bpi.hgmp@gmail.com> wrote:
1. How do I  Manage the SBU? 

Our Objective for today:
   a.  Collections: To collect 488,024.49

HGLUMP
TARGET
ACTUAL
Cash Sales
     33,870.16
                  -  
Down Payment
     12,234.14
                  -  
MA
       9,837.42
   30,000.00
Arrears
     36,451.88
                  -  
IF / OTHERS
     33,870.16
     11,000.00
TOTAL TARGET
     92,393.60
 41,000.00
HGPMP
TARGET
ACTUAL
Cash Sales
33,870.16
                  -  
Down Payment
12,234.14
     25,387.00
MA
22,337.42
68,370.76  
Arrears
38,592.29

IF / OTHERS

  10,000.00
TOTAL TARGET
107,034.01
   103,757.76
HGGMP
TARGET
ACTUAL
Cash Sales
40,322.58
                  -  
Down Payment
15,864.52
                  -  
MA
21,841.48
   3,000.00
Arrears
37,607.38
                  -  
IF / OTHERS

 3,000.00
TOTAL TARGET
115,635.96
6,000.00
HGCMP
TARGET
ACTUAL
Cash Sales
24,193.55
                  -  
Down Payment
9,758.71
                  -  
MA
12,876.25
    2,000.00
Arrears
27,158.11
                  -  
IF / OTHERS


TOTAL TARGET
73,986.62
     2,000.00
HGOMP
TARGET
ACTUAL
Cash Sales
36,774.19
                  -  
Down Payment
14,521.24
                  -  
MA
12,876.25
    5,000.00
Arrears
34,802.62
                  -  
IF / OTHERS

 7,334.00
TOTAL TARGET
98,974.30
12,334.00
GROUP TARGET
488,024.49
192,271.16


PLAN:
   1.  Anne will monitor, follow-up and coach HGLUMP, HGPMP & HAMP; She will also check accounts in arrears in Calapan (12 accounts) amounting to 165,049.64;
   2.  Mitch will monitor, follow-up and coach HGGMP, HGCMP & HGOMP; and will make sure that all BIR remittances will be remitted on time to avoid penalties;
   3.  Florence will see to it that all employees arrived early and motivate staff to be more productive (including herself ); She will also pouch the documents to Pangasinan and will finished documents for your signature before the day ends.
   4.  I will motivate CMO/Understudy in Goal Setting and how will they achieve the sales and collection target.
        I will also finished making tarpauline lay-out of weekend specials and memo for new Interment Fee Schedule.
        I will conduct the first day orientation of the new records assistant in the name of Ms. Rochelle Igno.

DO:
1.  Anne and Mitch makes their follow-up/monitoring first thing in the morning, at 10:00AM and 3:00PM for the update of sales and collection.  She had also finished checking and computing for the 12 accounts, tomorrow, she will make collection letters to the 12 accounts so that their amortization will be updated.
2.  Florence had finished documents for notarial and was able to send to Pangasinan. She also finished and have the SMD signed the 9 documents for Pangasinan. 
3.  I have called Ms. Cynthia, Ms. Brenn, Ms. Danica, Ms. April and Ms. Rocel to motivate and mentor on how they will take the opportunity in events and how to keep the fire in their hearts specially in selling.  Challenge Ms. Cynthia and Danica regarding the recent performance of Oton and Pangasinan.  I also conducted orientation training with Ms. Rochelle. We have discussed the Vision, Mission, Beliefs and Principles and how it is related to Customer Service and CRM;

CHECK:  Having a list of your To do list and keeping close to your objective really makes sense.  I have to give enough time to Anne, Mitch and Florence to train them specially in analysis of SBU performance for Anne, Mitch on Cost reduction and inventory control and Florence in Hiring and Training and being efficient and productive.  They must learn how to use calendar method or having desk calendar to list down their to do list and checking each item so that they will be able to monitor too their performance.  
   We must always kept on making phone calls and insisting on following the procedures and process to make sure that everybody is doing the right things.

ACT:  Since according the individual CMO report, what lacks with BPI is the motivation part.  So I have started to motivate each SBU by making top priority of releasing the pending incentives of 2012 and recognizing the performers for the week.  I am also into calling daily the CMO to check the project status and relate to them the importance and relevance of having the project completed.   10

II.  What did I learne<d>
     I have read an article about the Art of Entrepreneurial Productivity by Eben Pagan.  I have learned that in order to achieve entrepreneurial productivity by:
      1.  Knowing what you want to achieve with your business;  it is really important for us being the one who leads to know what do we want with our business, our desired objective; (Set clear goals and standards)
       2.  Clarify your view and your grasps of what is standing in the way of your growth, profit and income; We must know how to analyze what is happening around us and how it is going to affect us and how to seek opportunity out of those barriers to negate the negative outcome that might happen/hinder us in achieving our objectives;
        3.  Identify the actions that gives you the highest money return for every ounce of effort invested. We must be able to determine and identify the highest leverage activity that would bring us closer in achieving our objectives;
        4.  Create a work environment that prevents distractions, puts you in the "flow" state.  Make sure that you do the things that produces growing income;
        5.  Inspire and motivate yourself at a deep level, so you feel called to consistently do the things you need to do to make growth and profit happen.  10
III.  HOW MUCH DID WE SELL?
      

WEEK 3
SBU
Gross Coll
Net Coll
%
Unit
 Amount
HAMP
111,332.00
45,591.36
18%
1
          20,161.28
HGLUMP
129,029.06
67,509.80
27%
2
          81,168.31
HGPMP
377,518.63
242,609.52
81%
11
       376,935.94
HGGMP
503,761.17
390,846.15
156%
5
       344,417.35
HGCMP
32,799.26
13,689.65
11%
0
                         -  
HGOMP
190,811.35
124,170.21
66%
12
       512,453.30
TOTAL
1,345,251.47
884,416.69
65%
31
    1,335,136.18

For the week, we were able to achieve 65% of our Target Net Collection.  In so far as the collection is concern, we really have to focus on motivating and making our marketing people increase their inputs so that the output will become satisfactory.

BPI - We were able to collect  Php. 148, 210.00 that makes our Bank Balance increase to Php. 410,059.23.  We have to focus more in improving and having new source of revenue to make BPI sustainable at the same time helps SBU to improve their sales and collection performance. 10


IV.  RESOURCES
       1.  We  have to purchase new printer for Records Assistant to make printing of DOS & CO faster and will enable us to reach the 7 days documents delivery;  We also need T-shirts for our trading income since the SBU are increasing their agents;
        2.  Rigid training of 3FFB staff to improve productivity and efficiency in delivering management services to the SBU;

V.  DATA GATHERING - As I evaluate the every staff of HGMP Group, it became more clearer to me that all our staff lacks training and knowledge about the business, especially the future leaders.  But they have potentials of being a good leader.

VI.  OPPORTUNITIES
      1.  We would like to propose for a Monthly Training of ACMO/Understudy in Managerial Position by conducting 1 day seminar/workshop per SBU.  We will charge them seminar fee of 5,000.00 per day.  We will discuss:  Management, Motivating, Making Reports, Market Research and Competitive Research and Opportunity Seeking;
       2.  We will purchase Amplifier for the DVD Player so that the presentation of the SBU during wake visitation will be more compelling.

4. What did you do to beautify the office -  Eddie was able to accomplished the long time planned to fix the upholstery of two chairs in 3rd floor. Our next move is to replace other broken chairs and install a filing rack to remove clutter and avoid loose files. < Iba pang beautification>

FYI.


Aireen


--
Bereavement Providers Inc.
3/F Unit 3B R. Fuentes Bldg.,
Quezon Ave., Angono, Rizal
+63 2 651 4201
+63 933 6538554
 



--
Jorge Saguinsin

A SPECIAL PLACE WHERE OUR LOVED ONES ARE REMEMBERED IN A VERY SPECIAL WAY

holygardensgroup.blogspot.com

holygardensgriefsharing.blogspot.com



--
Jorge Saguinsin

A SPECIAL PLACE WHERE OUR LOVED ONES ARE REMEMBERED IN A VERY SPECIAL WAY

holygardensgroup.blogspot.com

holygardensgriefsharing.blogspot.com

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