Agenda for Goal Setting, SWOT, Strategy Planning for CMOs and heads for mid December 2016

Agenda for CMOs for scheduled meeting this coming December: 2016

Re Goal Setting, Strategy, Corporate Planning review of basics and problem solving

1.   Goal Setting

      Targets:   

      Over all sales;    Plots, PIS, PMS number amount

      NCR targets

     Incentives -  are they motivating

    SWOT analysis:  

          Strategy

          Action Plan:

               Who, When,    How  Much (budget)   Timeline        Outputs

2.    Functional Areas needing attention

  Mentioned all ready in the goal setting

      Finance:        collection of PPA, TS,   The revolving fund, revolving fund replenishment:

                           COM, TS its effect on delay to collector,  effect on NCR

                          CV processing,   requirements:        IA check list;   OR AR by recipinets

                          Observance of MC:   finance, payment of suppliers inventory etc.

     Marketing:

      Customer service:      pasnax sa office, tripping,;  condition of vehicle at                                                    tripping,, daily cr clean liness,  air freshener

       Interment service complete:   obit, tribute, memory boa memory display, memory board,  funeral             pack, smoke and  bubble machine;    tarp:  announcement and  appreciation, motif, safety                     features for lowering device, maintenance of lowering device

       Discount if cms and is are with us (savings on funeral       tarps, memory board and display

Sales management:        recruitment, recruitment incentive sales incentives, (new)  motivation

                                      Proposed new sales incentives for sellers

                                                       

  Operations:         

                  Quality        interment, docs, 5s at office, plaisir at toilets   Dirty Cr

                  TPM  -   change oil, tpm card of FFE, inventory, dent report

                  Efficiency:   equipping the worker to be more efficient;   how to work smarter, faster

                                     better

                  Cloud for sales management, single entry transactions,   wifi, internet, CCTV for                       added security  

Use of Cloud in record keeping and sales force management

HR:             Recruitment -  continuous hiring of quality staff, emphasize our better than the                           regional salaries, and additional allowances, and incentive mechanics

                  Training -  intensive orientation, one month OJT, and giving tests and revalida,

                                  culling those who lack passion and desire immature, and who cant pass                                                 the exam  must be culledmaking staff goal oriented.  For example in the PE or                                       with office order

                                  the NCR targets for say plots, pis and PMS can be divided among 2                                                    CSS, a third one must be hired with the volume justifying the salary

                                  Goal setting and incentives   Goal Setting and Incentives for SBUs

Management review:

              1.  Entrepreneurship  Entrepreneurial Management by Prof Jorge at Slideshare

              2.  PDCA

             3.  PLOCC Sear   Find PLOCC Sear and PDCA here

             4.  Principles of Management by Henry Fayol    Henry Fayols 14 Principles of Management

             5. Line vs staff management

             6  Matrix    Matrix Organization ( you need not be confused) but you do when you submit your reports on time to the 3ffb staff who requested this.

  

             7  How to organize (functional, by product, by geography)

Leadership:    (ateneoleadership.blogspot.com)

             So do you want to be a great leader- these are the readings that will make you one

            1.  Penguin leadership

            2.  Ignatian leadership  heroic leadership:   4 pillars  Ignatian Leadership by Chris Lowney
                 ingenuity, heroism - be more (be more)  self awareness, love

            3.  Powers of leader

            4.  Leadership from within  

            5.  Mastery of self:     7 mastery     Personal Mastery from Prof Jorge

            6.  Effective execution   KISFREK   Strategic Execution

            7.  Office etiquette

            8.  Communications

Right attitude

            1.  Peter Senge

            2.  Mulat Isip

            3. Attitude is everything

            4. Why are vision mission important

Problems solving techniques:

            1.  KT

            2.  CE, Fishbone diagram

            3.  80:20, Pareto Principles

            4.  Solving our own problems

New:

1.    PMS and PIS selling  

2.    Outright for PMS and PIS  Special sale of PMS and PIS by Panga

3.  Incentive based on NCR           SBU achievement award based on NCR  

4.   8 products of PMS:and type of caskets:

      Zinnia, Daffodil, White Rose, Gladioli, Cattleya, Peace Lily Carnation, Chrysanthemum

      Product features              Updated Product Plan for PMS 3 tiers      

5.  Insurance features   FAQ       Group Life Insurance by MB Life for Destiny Memorial Plans

6.  PPA and Addendum

7.  Mortuary Agreements    Closing Mortuary Agreements In Oton, La Union, Calapan

(It is expected that these are read for mastery of products)