March 13, 2016

New format for text and email daily and weekly reports

TO      :   All SBU

Subject:   Daily text and email reports, weekly summary

Date:   March 13, 2016

Effective March 15, 2016 the following shall be observed with regards to daily text and email reports.  (There shall be a weekly summary

TEXT REPORTS:

Date/Day

SALES

     Plots
         #
         Amount

     Others: (Services)

        IS
        #
        Amount

       Combination
       #
       Amount

COLLECTION
      Current
      #
       Amount
       Less:   Com
       Net

       Arrears
       #
       Amount

Total Cash on Hand
      Cash
       Check

Amount deposited for the day


These are daily text reports and made short for easy texting.  On Saturday, aside from the days report, there shall be a summary of the week;s activity from Monday to Saturday

EMAIL REPORTS

Please format in excel and submit a daily cumulative report

Date/Day              Previous days                               Total for the week

A SALES

    1 Plots
         #
         Amount

     Others: (Services)

        IS
        #
        Amount

       Combination
       #
       Amount

     B Number of prospects:

         A
         B
         C

   3   Prospects sold to

   4   Names and # of walk in
     At need sales

   5.  Seller Activities

       1.  Recruited
       2.  Trained
       3.  Visited
       4.  Called/followed up

   6.  Dalaw paburol
        
         Time
         Who joined
         Sales/prospecting activity conducted
         Sales prospect gathered

   7.  Saturation
        
        Time
        Who joined
        Area
        Sales prospect gathered

B.  COLLECTION
      Current
      #
       Amount
       Less:   Com
       Net

       Arrears
       #
       Amount

Total Cash on Hand

Total amount deposited:

      Cash
      Checks

C.  DOCUMENTS:

     1.   Filled up
     2.  Sent to 3ffb
     3.   Received from 3ffb
     4.  Delivered to the customers
     5.  Hello service
     6.  Files
     7.  Ledgers

D INTERNMENT

    1.  Name of deceased
    2.  Date of interment
    3.  IA Number
    4.  Amount received
    5.  Reported posted in interment notifications
    6.  Obits 
          Name
          Date of upload
    7. Tributes made
         Name
         Date of upload
    8.  Tribute presentation
         Date
         Place of presentation
    9.   Actual interment
          Name
          Estimated number of attendees
          Prospects gathered
   10  Names of ISG who conducted interment
   11.  Comment on ISG appearance and performance
   12   IF Prepared
   13.  IF sent to 3ffb
   14   IF received
   15   Inventories of vault
    16   # of vault used

E   HR ACTIVITIES

   1.  # of late
   2. Absent
   3.  AM talk
   4.  PE
   5.  Blog reads
        Topic
   6.   Blog comments
        Topic/article
        Who
   7. Email reads
       Topic
       Who
   8.  Recruitment
        Who
        Status
    9.  One on one conducted for mentoring

F.   PARK MAINTENANCE
             
   1.  Area swept/who
   2.  Area cleaned/who
   3. Waste can emptied/who
   4.  Area watered/who
   5.  # plants at nursery
   6.  Area of grass nursery
   7. Comfort rooms
   8. Guard house
   9. Special projects



G.   PARK BEAUTIFICATION
   1.  Contest project being done
   2.  Who
   3.  Status

H.  Warehouse and inventories
  1.   Significant amounts in the warehouse:

       Cement
       Rebar
       Wires
       Who stay in the warehouse/standby
       Status of warehouse

       Withdrawals for today
       Purpose
      Balance

      Status of keys and locks

   2.  Unrepaired equipment and location

      Lowering device
      Vault hauler
      Lid placer
      Carpet
       Lona
       Tent

      


3.  Plan of action on unserviceable equipment
 Lowering device
      Vault hauler
      Lid placer
      Carpet
       Lona
       Tent

      Vehicles
      Brush cutter
      Lawn mower
   
I   5s TPM conducted:

    Office/Who
    Warehouse/Who
    Equipment

        What
        Who

    TPM

      Vehicles
      Brush cutter
      Lawn mower

J.  Pending items at 3ffb

    1.  Memos
    2.  PDCA
    3. CV

        Operations
        IF

K.  Problems

     Can be solved at SBU

         Suggestions

     Can be solved at 3ffb


Prepared by:

Checked by

This is a rolling cumulative report.

Thus on Monday, you fill up a column for Monday, on Tuesday, you append the Tuesday report and so on..

On Saturday, you will have a Monday to Saturday filled up and for the numbers mentioned, say total of sales, collection,, prospects, interments you place total

You must faithfully and diligently comply and do this report

For compliance.

   






Jorge  U. Saguinsin
Senior Managing Director

The Holy Gardens Group - "THE MEMORIAL EXPERTS"

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1 comment:

  1. Holy Gardens Calapan Memorial ParkMarch 15, 2016 at 4:58 PM

    Thankyou po Sir, this new format for text and email daily and weekly reports it will help to boost our company its just because of daily monitoring all the transactions to the company.

    Vanessa Tria Badal
    HGCMP CSS-2

    ReplyDelete

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