Further clarification on text reports and email reports

Not all items are to be texted since this is unwieldy

The rest are to be emailed. in proper Excel format

DO RRURAC.  We are still sturggling on communications and execution

This office has to be cc all email reports, and certain text reports

If you have questions dont hesitate to call inquire

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;     (cf JUS) 

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)

--

PAGSASANAY SA TAGUMPAY (Training for Success)

Edukasyon at Karunungan tungo sa Tagumpay

  Jorge U. Saguinsin

1.  LET US WORK TOGETHER TO CREATE BEAUTIFUL LIFE STORIES

2.  BIDDA:     BELIEVE, INSPIRE, DREAM, DO AND ACT

3.  Read and answer all email and texts.  Be responsible

 4   RRURAC   (Read, Reflect, Understand, Realize Act, Check)  # 3

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

   

   Free Obituaries for Friends of Holy Gardens

   Free Obits for Holy Gardens Customers

   Archives for Holy Gardens Tributes

   Birthdate and death date anniversaries of dearly departed

   Holy Gardens Rewards

   Patsikot/SUV Promo

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