September 20, 2018

Memoradum Circular No 2018 - Daily Text Report

To    :   All SBUs and 3f staff

Subject:  Required Daily Text Reports

Effectivity:  October 1, 2018

Objectives:   

1. To measure what we treasure:  sales and collection are two important outcomes that we have to monitor.
2.  To increase outcomes:  sales, collection and inventories
3.  To gather important data that impacts sales and collection:

Reality:

1.  This batch of staff, are not did not submit necessary data to make our reports current.
2.  As a result, we are not meeting our sales and collection targets.
3. Since we are not monitoring well the outcome  and outputs, our performance are lousy.
4.  The output reports is not being executed well ie a failure of execution and/or
     obedience

What: detailed daily text reports submission

All staff are enjoined to read and comply with this directive/order.  CCD shall apply to those who fail to comply (on insubordination and negligence)

This memo supersedes abolishes other previous memo and text reports:

1.  SBU text reports to be submitted to ICR and Treasury and JUS

                1.  Sales:
                                             Number       Amount
                     Plots
                     PIS
                     PMS
                     CMCS (Calamba HAMP and Pangasinan)

                2.  Collection:      
                      Old
                      New
                      Arrears
                3.  Collection letters sent
                     Forfeiture

                4.  Interment:
                     Who    DLX Lux Econo     When        Rating             3f sympathy

                5.  Obits  (Y/N)                      Name

                6. FOFF posting (Y/N)           Name

                7.   Tributes (Y/N)                  Name

                8.  Tributes uploading)           Name   Date   Site (You tube, Vimeo etc)

                9.  40 days:

                     Who        Where                  What was medal?

               10.  Birthday and anniversaries

                   Who            Anniversary/Birthday       What was the recuerdo

               11.  Amount collected

               12.  Amount deposited

               13.  New passbook balance

               14     Yesterday passbook balance

               15.  Emailing of abstracts

               16.  IF submission to 3f

2.  Majorem Lending

                1.  Loans Granted today?
                            Number                  Amount

                2.  Prospects

                           SBU                       Amount

                3.  Collection

                          SBU                       Amount


   3.   TA:

       1.  Collections/sbu
         Amount deposited
         Cash on hand

         Total

      2.  Total disbursements
            Cleared
            Float

      3.  Old balance (book)
           New Balance(book)

      4.  OR issued for the day  vs No of entries in abstract

      5.  PPA issued vs sales

4.    ICR:

       1.  Old Collection/sbu
            % to target

        2.  New collection/sbu
            % to target

        Total
            % to target

        3.  Ledgers made

        4.  Aging status

        5.  % of arrears

        6. Collection letters sent

        7. Forfeitures

    5. RCRMA

        1.  Inventories updating

        2.  PPA checking 

        3.  PPA signing

        4.  PPA sent to customers

        5.  Hello service to customers (kung natanggap ang PPA)

        6.  Customer problem solved

        7.  Repeat sales

              #                     Amount


   6.  HR

        1.  Applicants entertained

             Walk in

              By net

        2.  Given exams

        3.  Passed

        4.  For interview

        5.  For BI

        6.  Hired

        7.  Checking of 
                                   (Mention the sbus)
             AM talk
             Attendance
             Reading of emails
             Reading of blogs
             Updating of posts:

                      Kaizen
                      Best pictures
                      Archive
                      TRT
                      Obits
                      FOFF
                      Birthdays and anniversaries
                      Submission of abstracts

    8.  Progress on Performance evaluation

    9.  Weekly reports:  work schedules
    



--
PAGSASANAY SA TAGUMPAY (Training for Success)


YOU MUST ACKNOWLEDGE RESPOND TO THIS EMAIL...
COMMUNICATIONS PERFORMANCE IMPACTS  THE PE    (which is basis for promotions)





















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)

   YOUR OFFICES ARE OBLIGED ORDERED TO UPDATE  THEIR POSTS AT
    THE FOLLOWING SITES: (they have been placed here for your easy reference)

   









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

No comments:

Post a Comment

1. One of our beliefs is learning. It pays that you learn more to do more Just to survive you have to learn how forage in a forest or raise your food, catch prey

2. In order to discharge your job well, you have to learn your admin plan the process flow and standards.

3. To keep up with changes, you have to learn and read. There is no other way

4. signify that you have read by putting your name on this comment box. Every staff must: post the name on this comment box, or like, agree/will do. Your registering on this comment box is being graded under communication. Observe RRURAC: Read, Reflect, Understand, Realize (apply to reality) Apply, and Check (if it works)
You need to make __comments a month to qualify for promotion under our CCD

Read the posts on this site every AM talk. Many problems arise simply because people do not know what to do, because they did not read this site

We are making sure that you improve yourself, engage yourself in self improvement through this site...






Note: Only a member of this blog may post a comment.