September 21, 2018

Memoradum Circular No 2018 - Daily Text Report (latest edited, updated)

Note the addition.    Sarah please consolidate with other MC in soft and hard copy file

Ms. Joan, please note the updates and upgrades/additions and clarification

On Thu, Sep 20, 2018 at 4:27 PM Jorge Saguinsin <holygardens.groupnew@gmail.com> wrote:
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   Cash on hand 

               14  New passbook balance

               15    Yesterday passbook balance

               16  Emailing sharing of abstracts

               17  IF submission to 3f

                   18  Agents recruited #

                   19  Agents trained  #

                   20  Commission paid OCV #

                                                       Amount

                    21.  Number of trippings for the day 

                    N.B.   1.  Those that are in bold are to be texted:    1, 2, 4, 11, 12, 13, 14;      All    are to be emailed daily 
                                  

2.  Majorem Lending

                1.  Loans Granted today?
                            Number                  Amount

                2.  Prospects

                           SBU                       Amount

                3.  Collection

                          SBU                       Amount
                           Text reports 
-x-x-x-x-x-x-x-x-x-x-x-x-x-x

   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

          1 2, 3 are to be texted to JUS.   All to be emailed daily to MRS. JUS
-x-x-x-x-x-x-x-x-x-x-x-x-x-x-x-
4.    ICR:

       1.  Old Collection/sbu
            % to target

        2.  New collection/sbu
            % to target

        Total
            % to target
                 1 and 2 text reports to JUS

        3.  Ledgers made

        4.  Aging status

        5.  % of arrears

        6. Collection letters sent

        7. Forfeitures
                    Emails 

             Sales report:

          1.  Sales achievement /sbu  vs target                     Today     MTD      YTD
                    1.  No of units
                    2.  Amount

                         Plots
                         PIS
                         PMS
                         Destiny Plans White rose

                         At need Plots
                         At need IS
                         CMCS

       -x-x-x-x-x-x-x-x-x-x-x-x-x-x-

    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.  Filing and archiving:

                 1.  Hard files
                 2.  Soft files 

        6.  Customer problem solved

        7.  Repeat sales

              #                     Amount

               Text reports   1, 4, 6, 7 to JUS;  all others emails to JUS too
-x-x-x-x-x-x-x-x-x-x-x

   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

           1, 2, 7 to be texted daily to JUS ;  all others email to holygardens.groupnew account 
-x-x-x-x-x-x-x-x-x-x-x
      7.   AP

            1.   Aging of AP

            2.  Filing  of CV

                  1.  Minor

                  2.  Major accounts

            3.  CV completed

            4.  CV paid:

                   Number
                   Amount

             5.  Number of entries to CDB
    



--
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


--
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
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