January 14, 2018

General meeting for BPI, 3f JM staff on January 15, 2018

A request is hereby made for a general meeting and arriving at resolutions regarding goals and problems at 3f jm

Questions to be answered:

1.  How do we reach our 2018 targets

2. How do leave behind and close 2018?


I  2018 targets:

   A.   Holy Gardens

     1. SAA -    (Sales  achievement award)

                   1.  submission of marketing plans

                    2.   communications/very clear understanding of SBU

                   3.   resolution of  current problems:    request for extension, having
                         old price;  quick response from 3f

                   4.  How do you meet NCR targets

                             More cash sales

                              More IS

                             More CMCS

                               (How?  Steps to be still undertaken)

                              Improvement of interment

                              Improvement of CMCS

     2.  HR:

                  1. Hiring for destiny

                  2.  Hiring of CSS, SFC

                  3. Hiring of qualified staff at 3f

  3.   Accounting     CTA

                  1. Reaching the 1 million collection target daily

                  2.   Ageing and collection efforts  (letters and SOA)

                  3.   Forfeiture  (Targets)

                  4.  Rewards (so that customers pay at the office)

                  5.  Metba pos collection 

                           1.Account numbers id

                 6.  Saving portion of 5% collection fee

  4.  ARDDI

                1. Communication and training

                2.  Team building

               3.  System to achieve 7 days

               4. Hardware requirements  ID

               5. Manpower


      B.    BPI

       1. Management Fee  Rate

       2. Videoke fees  (collection)

       3.  New Source of revenues

                  Mark up on marketing collaterals

      4. Other sources of revenue

       C.   Majorem Lending:

    1.  Meeting retail loans accounts target

        What happened to our ads

   2. Corporate loans 

     1.Collection

     2. New loans

     3. Collection of arrears

 3.  Investments (in plots)

      1.   Equity and debt instruments

 4. Collection of funds

      1 Insurance

      2.  TFC

      3.  Other funds



II  2017

   Pending items:

   1.  SAA:

          1  Sales reports

          2.  List of sellers

          3.  Ranking and awards

          4. Docs that are undelivered

   2.  Accounting:

       1. CRB                      ICR

          and CDB                 AP

          per SBU for 2017

         ICR balances (current and arrears)

         AP balances

       2.   Inventories            

             Materials            AP

             FFE                   TA

      3.   Cash                   TA

            Reconcialiation   (Bank balance vs book balance)

     4.  Tax liabilities:

         Business taxes

        Income Tax

        VAT

      4. FS submission:

          BIR

         SEC

    5.  HR

        1. Uncompleted special offer promotions

        2.   Status of training (OJT) of new staff

        3.  Performance evaluation

             last H of 2016

             first Half of 2017



    B. Majorem Lending

     1  Missing docs/loan folders  ledgers

        1. Corporate loans

  UNDERSTAND YOUR ADMIN PLAN.  DO YOU UNDERSTAND/REMEMBER?

BE PREPARED TO ACCOUNT FOR YOUR RESPONSIBILITY
                   

--
PAGSASANAY SA TAGUMPAY (Training for Success)




















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)

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