Subject: Required Daily Text Reports Amended 10/11/2018Effectivity: October 1, 2018Objectives: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 inventories3. 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/orobedienceWhat: detailed daily text reports submissionAll staff are enjoined to read and comply with this directive/order. CCD shall apply to those who fail to comply (on insubordination and negligence)
Standard:
1. All blanks are to be filled up. Write none if none was done
2. The sbu staff must strive to finish deliver the outputs required listed in
the memo; this is a motivator checklist
This memo supersedes abolishes other previous memo and text reports:1. SBU text reports to be submitted to ICR and Treasury and JUS1. Sales:Number AmountPlotsPISPMSCMCS (Calamba HAMP and Pangasinan)2. Collection:OldNewArrears3. Collection letters sentForfeiture4. Interment:Who DLX Lux Econo When Rating 3f sympathy5. Obits (Y/N) Name6. FOFF posting (Y/N) Name7. Tributes (Y/N) Name8. Tributes uploading) Name Date Site (You tube, Vimeo etc)9. 40 days:Who Where What was medal?10. Birthday and anniversariesWho Anniversary/Birthday What was the recuerdo11. Amount collected12. Amount deposited
13 Cash on hand
14 New passbook balance15 Yesterday passbook balance16 Emailing sharing of abstracts17 IF submission to 3f
18 Agents recruited #
19 Agents trained #
20 Commission paid OCV #
Amount
21. Number of trippings for the day
22. Spot cash sales
23. SBU Incentives Today MTD 3f Incentives Today MTD
24. Full payment of balances
25. SBU incentives: Today MTD 3f Incentives Today MTD
26 Am talk topic
27. Number of staff present: Late/Absent - Who
28 Number of comments on the blog Number of entries on learning journal
29 Number o book reports by staff
30. Number of applicants
31. Problems
32. Proposed solutions
33. Suggestions and innovations
34 Pending items at 3f: Allowances IF PO Payments
Details of Pending
22. Spot cash sales
23. SBU Incentives Today MTD 3f Incentives Today MTD
24. Full payment of balances
25. SBU incentives: Today MTD 3f Incentives Today MTD
26 Am talk topic
27. Number of staff present: Late/Absent - Who
28 Number of comments on the blog Number of entries on learning journal
29 Number o book reports by staff
30. Number of applicants
31. Problems
32. Proposed solutions
33. Suggestions and innovations
34 Pending items at 3f: Allowances IF PO Payments
Details of Pending
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 Lending1. Loans Granted today?Number Amount2. ProspectsSBU Amount3. CollectionSBU Amount
Retail
Corporate Loan
Funds:
MC
Insurance
ME
IF
Collection Fee
Corporate Loan
Funds:
MC
Insurance
ME
IF
Collection Fee
-x-x-x-x-x-x-x-x-x-x-x-x-x-x3. TA:1. Collections/sbuAmount depositedCash on handTotal2. Total disbursementsClearedFloat3. Old balance (book)New Balance(book)4. OR issued for the day vs No of entries in abstract5. 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 target2. New collection/sbu% to target
3 Arrears
% to target
Total% to target
1 and 2 text reports to JUS
3. Ledgers made4. Aging status5. % of arrears6. 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. RCRMA1. Inventories updating2. PPA checking3. PPA signing4. PPA sent to customers5. Hello service to customers (kung natanggap ang PPA)
6. Filing and archiving:
1. Hard files
2. Soft files
6. Customer problem solved7. 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-x6. HR1. Applicants entertainedWalk inBy net2. Given exams3. Passed4. For interview5. For BI6. Hired7. Checking of(Mention the sbus)AM talkAttendanceReading of emailsReading of blogsUpdating of posts:KaizenBest picturesArchiveTRTObitsFOFFBirthdays and anniversariesSubmission of abstracts8. Progress on Performance evaluation9. 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
6. Vault inventories
6. Vault inventories
7. Interments reported
Econo
DLX
LX
8. Interments completed
9. Markers and Grasses delivered
10. For IF
11. IF finished/sent
Guidelines:
1. All reports are to be texted and mailed faithfully daily; no one leaves office without the reports
SBUs are compelled the same measure. Do not go home without reports
If you must be on leave or be on travel, delegate someone to deliver the reports for you.
2. All report must be validated and confirmed with each other;
3. Fake and doctored reports are subject to CCD
4. 3f Staff should understand and guide SBUs to make proper and correct reports
Guidelines:
1. All reports are to be texted and mailed faithfully daily; no one leaves office without the reports
SBUs are compelled the same measure. Do not go home without reports
If you must be on leave or be on travel, delegate someone to deliver the reports for you.
2. All report must be validated and confirmed with each other;
3. Fake and doctored reports are subject to CCD
4. 3f Staff should understand and guide SBUs to make proper and correct reports
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PAGSASANAY SA TAGUMPAY (Training for Success)YOU MUST ACKNOWLEDGE RESPOND TO THIS EMAIL...COMMUNICATIONS PERFORMANCE IMPACTS THE PE (which is basis for promotions)
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