TO : All
Date: October 15, 2017
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Date: October 15, 2017
Subject: Revised Daily Text Reports
Objectives:
1. To upgrade/obtain relevant information from every one and to derive performance from parties concerned
2. To emphasize importance of such reports
3. To motivate individuals and SBUs, and drive everyone to self inspired behavior
WHAT GETS MEASURED GETS DONE.
Standards:
1. Send text reports daily, faithfully. Do do not go home without the reports;
2. Non submission of reports is subject to CCD
3. Be sure your reports tally:
Sales with ICR, Treasury etc
4. Accurate reports
5. Reports based on data: journal, or, deposit slips, pass books, master list etc: soft or hard copy
4. Accurate reports
5. Reports based on data: journal, or, deposit slips, pass books, master list etc: soft or hard copy
1. SAA Holy Gardens Group - Sales Reports
PLOTS
Today Cumulative YTD
SBU # PHP # PHP % to Monthly
HGLUMP
HGPMP
SCC
Malasiqui
HGGMP
HGCMP
HGOMP
Total
HAMP not part of total
2. Memorial Transactions
Chapel Memorial Service
(Mention SBUs)
Today Cumulative
# PHP
HGPMP
Calamba
3. Interments (SAA)
SBU Who When Eco/DLX/LX Status
4 MLII # PHP Cumulative YTD % to Month
Loan Releases
Collection
Current
Arrears
5. Records Assistant
SBUs
Today Monthly Cumulative YTD
No of accounts checked/verified
on line
No of accounts received
No of accounts signed
Pouched:
a. With ty letters
b. Estate Planning
c. Promo items
Problems Solved
CO/Special transactions pouched
6. ICR Assistant
SBU # Amount YTD % to Monthly
No posted by everyone
No of New Accounts/Ledgers
Amount Collected
Current
Arrears
Forfeiture letters sent
# of forfetirures
PHP of forfeitures
6552
< 2 years
> 2years
Unliquidated
outstanding cash advance
Forfeiture letters sent
# of forfetirures
PHP of forfeitures
6552
< 2 years
> 2years
Unliquidated
outstanding cash advance
7. Treasury Assistant
SBUs Today Monthly YTD
1. Bank Balances: xxx xxx
2. Book balances
3. Unreconciled items
3. Unreconciled items
3. Collection received today
4. Amounts deposited today
Cash
Checks
Bounced checks
Shortages/overages
Losses
Cash
Checks
Bounced checks
Shortages/overages
Losses
5. Disbursements made
CV
OCV
6. Floats (checks outstanding)
(reconciles 1 and 2)
7. Amount of PDC on head
7. Amount of PDC on head
8. AP
SBUs
PO issued
PO paid
CV received
CV completed for Checks
CV paid (With OR)
reconcile with TA
Govt Accounts Payable
Pending
Paid
EFFECTIVITY: October 16, 2017 SOFT LAUNCH
October 23, 2017 FULL COMPLIANCE
BE SURE YOU MAINTAIN YOUR OWN JOURNAL RECORD BOOK: SOFT COPY (Excel) of these reports
We have to meet on these as to what can be conveniently texted, and the rest by email
FOR STRICT COMPLIANCE
PAGSASANAY SA TAGUMPAY (Training for Success)
SETTING THE STANDARDS IN INTERMENT SERVICE
Innovation creates more wealth and more customers
Jorge U. Saguinsin
Be a BIDDA now
RRURAC (Read, Reflect, Understand, Realize Act, Check)
Please visit the following sites:
Notice: This email address is a private property of Holy Gardens Group and its contents are private and confidential. Its contents and attachment may not be copied nor forwarded to parties other than the ones intended to, nor can the contents be used other than the original intent You are advised to delete the message you received if in case it may have been wrongly sent to your good office
In SAA Text report:
ReplyDelete1. Sales Report:
per SBU Today: # of plots sold and amount and total
Cumulative month to date: per SBU # of plots, amount and total
% monthly: per SBU, % and total
The other column will send through email.
2. Interment
SBU Who When Eco/DLX/LX Status
3.Chapel Services
per SBU: type of plans, # , amount and cumulative month to date
Marjorie B. Miranda
In TA Text Report per SBU
ReplyDelete1.Total Collection
2. Amount deposited today
3. Total Outright released for today
4. Cash on hand
Marecho Conde