Re: Enumeration/laundry list of Job Responsibilities Outputs and Outcomes of Various Positions using Toyota Way template

Summary of outputs, compare this with required daily/weekly outputs score cards  Ito ang guidance natin

Ms. Mariz, please check...

I  now know that very few people pay attention to these communications view these as ranting.  Maayos sana tayo at hindi

nanganganib masaklit ng Unisun kung sinusunod ang mabuti at meticuloso ang nasusulat.  

Now tell me mali ba tama ang mga ito, o ranting ba lang?  

On Sun, Apr 14, 2019 at 3:21 PM Jorge Saguinsin <holygardens.groupnew@gmail.com> wrote:

Management is all about work, jobs, hiring the right person for the job, training him /her for the job, making sure he

she does the work well and produces the desired outputs and outcome.

Unless we have mastered this task, then we have not really understood management, or know very little about it in reality

"Getting people to work together is success"

Sir Don:

    Maka synch kaya sa 3f yong mga reportorial requirements from SBU and Funeral Service:  may additional staff po bang kailangan or your group will handle them  

Three Major Groups of Jobs:

                 1.  3f Acctg and Financials

                 2.  SBU memorial park plots

                 3.  C3 group at SBU

Jobs at each grouping:

        A.    3f Accounting and Financial                                    outputs                                               outcome 

             1.   Majorem Lending

                   1.   Loan Assistant and/or Officer

                        CORE JOB

                           1, Investment Lending Program                 Mix of loans/investment program

                           2.  Marketing of Loans                              Prospective Borrowers

                           3.   Processing approval of loans                                                                        Loan Release

                        ANCILLARY

                         4, Rate Setting                                        PN Loan Rate

                         ROUTINE

                       5.  Filing                                                  Properly arranged loan folders

                       6.  Collection of loans                                                                                      Collection

                       7. Forfeiture and consolidation of assets acquired                                              Assets Acquired

                       8.  Sale of Assets Acquired                                                                             Collection

                       9.  Sale of PN                                                                                                Investments from Lenders

                   2.  Accounting Assistant:   Funds  MC and IF Loans

                       ROUTINE

                      1,  Daily Posting and Monthly totals of                  Abstracts SL  GL of loans

                          loans: release, collection                                  MC IF

                     2.   Collection of Funds from HGMP                    Deposit slips                             Deposits of Funds at Bank

                     3.  Computation of interest quarterly                   Accrued interest payable 

                    4   Ageing of ICR                                              Monthly Ageing

                   5.  Collection of Arrears based on ageing             Collection and Forfeiture Letters       Collection

                   6. Registry/inventory of loan folders security         Loan folders, investment papers

                       and investments                                            on File and intact

                   7. Bank recon                                                  Bank recon report

           3. Accounting Assistant  -  Insurance and TFC

                    ROUTINE

                   1.  Monitoring of  insurance from daily sales       Daily report on insured amount

                   2.  Collection of Insurance data and                   Insurance batch for insurer

                        submission of same to insurer with 

                        our advances

                  3.  Collection of insurance premium from              Collection report

                       debtors/buyers monthly

                   CORE

                 4.  Collection of accounts in arrears                                                                      Collection

                 5. Collection of funds from SBU monthly:           SOA                                             Collection

                     Insurance,  ME, 

                 6. Running balances and totals of funds           Schedules and totals

                  

           2.  Destiny Financials

                1.  Marketing Assistant / Officer

                     CORE

                    1.  Recruitment and training of sellers of                   Recrutited seller                               Sales/Increase in sales

                          Memorial Plans for ABT area

                     2. Preparation of promotional materials                    Promo materials                              More sales

                           for memorial plans: tarps, flyers, soc media

                    3. Monitoring of sales/top 5                                     Sales report, top 5 monthly

                    ANCILLARY

                    4.  Coordinating recruiting partner mortuary              Mortuary Agreement

                    5.  Problem solving:  customer and agents                                                                  Happy Agents customers

                    

                2.  Customer Service/First Calls Records

                   ROUTINE 

                   1.  Customer master list                                      Customer master list/greetings                     Increasing sales

                   2.  PPA files  soft and hard copy                          Updated files

                  3.  Receipt of first calls (if centralized)                   Satisfied/delighted customers

                       monitoring first calls from provincial chapels

                  4.  Coordinating first calls                                   0 complaints

                  5. Payment of partner mortuaries                        0 complaints/high level of customer satisfaction

                  ANCILLARY

                  6.  Monitoring of funeral services                         IS checklist evaluation and analysis

            3. Accounting Assistant TA/AP  FS  (shall be done initially by BPI accounting since there will be two AP)

                 ROUTINE

                1. Monitoring and recording receipts and 

                    Disbursements

                2.  Payment of AP and Com

                ROUTINE CORE

                3.  Reporting to OIC monthly

           4.  Accounting Assistant ICR

               ROUTINE

              1.  Consolidated ICR report monthly                  Monthly ICR sked/totals

                   balances

              2.  Ageing                                                     Ageing report

             3. Collection of accounts in arrears                  Collection forfeiture letters

            4.  Balances          (for FS)                              Balances of ICR, Cash, AP, assets

             

        3.  BPI Acctg.

             1.  TA and Governmentals

                 ROUTINE

                1.  Monitoring of bank balances SBU balances               bank balances cash count

                2.  Making checks or credit memos to the banks           checks credit memo for AP

                3.  Custody and release of OR PPA                              accouinting for PPA, OR

                     DOS

               4. Inventory of FFE, and materials                                monthly inventory

               5.  Physical custody of keys, OR CR of 

                    vehicles, Stock and Transfer Book, JPA

                    Important docs

               6.  Governmentals:

                    SSS, HDMF Philhealth

                    BIR:     VAT, withholding tax, qtrly income tax

                    Local tax:  RET Mayors permit

    

                   ANCILLARY

             7.  Problem Solving:   unpaid SSS

                  open case at BIR

             2.  AP     Ordinary

                  ROUTINE

                  1. Opening of accounts:   pre CI of supplier                 DTI, Sec Registration other supplier data

                   2.  Purchasing                                                          Canvass, ,PO Contracts

                  3. Weekly  submission of budget                                 Weekly budget

                  4. CV completion                        

             3.       AP      FS, IF, and Com

                 ROUTINE

                1.  Preparation of CA for IF and FS                              Cash advance within 24 hours after notice

                    Liquidation of the same in 72 hours

                2.  Weekly monitoring of  outright com                         Outright com scheds checked vs abstracts

                3. Complete payment of com monthly                          Com paid at month end, based on cut off and

                                                                                                 based on standards

               4.  Prizes to CMO and Sellers paid quarterly

     3F Non accounting jobs

       

            4. BPI Personnel Assistant

              Routine

              1. Hiring of new staff                                                  Job applicants

               2. Orientation and training on the                               Trainees and graduates

                  job of new hires  

              3.  Communication from 3f to sbu                               soft and hard copy memo

             4.   Filing personnel records, policies                           Intact and complete 201 file

                   job description

             5. Monitoring of govt required benefits                        copies of SSS, HDMF, Philhealth OR

                and company benefits: 

             Ancillary

            6.  Changes of status:  promotion

                 transfer, dismissal, dropping from rolls                    Promotion, transfer, dismissal memo

            7.  Disciplinary action                                                Disciplinary memo

            8.  Problem solving:  personnel probs                         Solution

           9.   Performance evaluation  H1 and H2                       Updated PE 

        5.  BPI RCRMA

            Routine

            1. Master list of customers of all sbus and                  Complete and updated master list

               since the beginning

            2.  PPA                                                                   submitted weekly and delivered to customers

                                                                                           in seven days

           3. CO Dos                                                                delivered finished in 30 calendar days

           4.  Special transaction                                               completed in 30 calendar days

          5.  Files of CO, DOS PPA                                           hard copy and soft copy

          Ancillary:

           6. Problem solving of customer: no OR, no                 Solution (baka iyong iba ninenok ng         Happy customer/bibili ulit

                                                                                         Ahente eh tayo tagasalo)

           CORE:

           7.  Repeat sales                                                    Ty letters, birthday greetings phone calls     Repeat sales

          

    -x-x-x-x-x-x-x-x-x-x-x-x- x-x-x-x-x-x-x-x-x-x-x-x-x-x-x-x-x-x-x           

    B  Memorial Park Group

          1.  CMO

           Core:

           1. Achievement of collection and sales targets                      Daily Text and Email reports                        Collection and sales achievement

           2. Operational excellence - top rate interrment                      Kaizen and best posting                              Product inquiries

          Ancillary

          3.  Solution to customer problems                                                                                                       Repeat sales

         4. Planning:                                                                      Marketing plan, sales campaign                    New Sales

        Routine

        5.  Recruitment of sales agents                                          Daily email reports

        6..  Prospecting                                                                        "

        7. Dalaw paburol                                                                       "

           clean and beautiful parks

       8. Am talk                                                                         Text reports to GM, JUS

       9.  Recruitment and training of  sellers                                 More sellers                                                More sales

      10. Reporting and checking prior to sending                          Accurate and updated reports

     2.  Customer Service and Sales

         2.1  CSS I  Marketing Agent Admin  (Sales Director)

             Routine  

           1. Recruitment and training of new sellers                     New Sellers  more prospects

           2.  Prospects by Self and Sellers                                 DPMS

           3. Initiating dalaw paburol (of our customers                  Dalaw paburol report  Obits FOFF

               and non customers                                                 Free obits for customers

          4. Saturation of barangays                                            Distribution of 10% discount card

          5. Senior Citizen prospects recruitment                         Distribution of privlege card

            Core

           6.  Achievement of new sales target                                                                                              New collection achievement

                  

       3.   2.2.CSS 2  Interment, Cash Operations, PPA  Funeral Director

           Routine 

        1. Daily customer service                                                   Refreshments served                                     Happy customer

        2. Birthday and anniversary greetings to those interred         Flowers and candles for those with                  Delighted customer

            at the park                                                                    anniversaries

       3. Coordinate cleanliness and beautification activities            Clean and beautiful park

            with park operations

       4. Cash operations:                                                           Deposit slips

           Or and acceptance of payments, deposits with banks        abstracts

      CORE

      Interment service:

     5.  Adminstrative:   IA, ARU, request for CA                    notification to 3f obit posting

          liquidation of CASH

    6. Preparation of interment                                            tent, motif, tribute

    7. Conducting the interment                                          program, dove release                      more prospects

    8. Post interment                                                         marker grass plot tampering

                                                                                      posting of tributes at you tube and

                                                                                      tribute archive

    ANCILLARY

    9. Ordering grass and marker                                     grass delivery

   10.  9th and 40th day vi visitation                                 marker

           

     3.  Field Operations/Maintenance and Landscaping

        4.     2.1  GT

              ROUTINE

          1. Park cleanliness                                                Area swept

         2. Park landscaping                                                Routine landscaping reported (at kaizen)

                                                                                     New landscaping

                                                                                     Compost pit

                                                                                      Grass and shrub, and tree nursery

        3. Inventory of FFE and materials                              inventory report  (at Kaizen posting

       4.  TPM and FS of equipement                                 show at Kaizen report

  

         5.    2.2  Transportation Specialist

        Routine

        1.  Cleaning and TPM of vehicle                          Monthly dent report

                                                                                Picture of vehicle

                                                                                Low cost of vehicle maintenance

        N.B. TPM of all rolling stocks at the park are under the responsibility of TS

       2.  Repair and maintenance of vehicle                  Log book records of repair                                               Low repair cost

      CORE

                                                                                                

      3. Trippings                                                       Report on daily email reports by SBU                                New Sales

    ANCILLIARY

    4.  Trouble shooting                                               Vehicle will function run again                                         Low repair cost

-x-x-x-x-x-x-x-x-x-x-x-x-x-x-x-x-x-x-x-x-x-

C.  C3   Crematorium, Columbarium and Chapel Memorial Care and Services

    1.  Cremation -  

       1.  Cremation Technician

            1. Cleanliness and nice appearance of           Picture at kaizen report                                     Delighted prospects and customer

                crematorium, CR

            2.  Inventory TPM and record keeping           A record book of checking, 

                 of all things inside the crematorium:        Monthly inventory reports

                 cremation machine, genset, aircon

                and urns

            3.  Regular check up and testing of               P.O for genset

                 genset, diesel fuel levefl and ordering 

                 the same

          3.  Reception of and conducting of cremation     Cremation authorization 

                                                                               Cremation sales contract

          4. Delivery of ashes   to family                                   Within 2 hours after start in plastic bag

            ANCILLARY:

         5. Interest the customer on urn upgrade                                                                                           Urn or ash crypt purchase

             or purchase of urn

                 

2.  CSS 2   Crematorium  Customer Care and  Sales

        Core

        1.  Promotion of  cremation to various                             Prospect                                             Sales at need pre need

             sectors:   DSWD, barangay, funeral

             homes by personal visit, tarp at site

            tarp at various location

       2.  Reception and carrying out the cremation                 Inquiries                                                Sales in the future at need pre need

      3.  Supervising the technician                                        Well executed cremation

       Routine

     4.  Reporting the Cremation to 3f after securing               Cremation authoriization

         cremation authorization                                              Obit posting;   file at 3f

    5.  Request for CA  and liquidation of the same                 CA request and liquidation

    6. Checking reports and records of cremation assistant      Correct reports

       

  2.   .  Chapel Memorial Care and Services

         1.  CMO   chief

        Core:

       1  Achieving collection target of the CMCS                                                                       Collection and sales at need pre need

          at the location

       Ancillary

       2.   Recruitment of agents and development             agents and sellers             

            of channels

      3.  Determination of competitive pricing vs                 price list                                       Colllection and sales

          other funerasl homes

      4.  Improvement of the chapel:  Aircon                      magandang chapel                    

           design                                                              more inquiries

      5.  Furtheer improvement of funeral service              service and features innovation

      Routine

     5.  Making sure that embalmer does his                                                                       delighted customer

         job well and so with FD (CSS2)

     6.  Checking inventory of caskets and reordering          no rush ordering, no 0

          if necessary                                                         inventory  

    6.  Request for cash advance and liquidating  the same   CA liquidation report

    7.  Care and security of equipment  and submission of     inventory report

    8.  Ensuring that there are files at the office                   updated and complete files

         of fs service contract, master list of fs.

         embalming authorization   

         regular inventory reports   

    9. Ensuring that all APs are paid, OT permission              0 outstanding payable/obligations

        are obtained

          

    2.  CSS 2 -  Funeral Director   (in charge of customer care, sales, marketing)

       Core:

      1.  Answering first call                                                       prompt reply as required by OIC

      2.  Ordering authorizing TS and                                          quick response not more than 1 hour after first call

          attendant trip ticket

      3.  Offering the best package that                                      inquiries, Class A prospect                             Sales

          meet the needs of the customer

          (low or levelling up.upgrading  at

          the high hundreds

     4.  Closing the sale                                                         Funeral Service contract                                Collection/payment

         Ancillary

    5.  Cross selling other products:                                        inquiries

         bundling, plots cremation pre need 

   Routine:

    6  Daily checking amenities of the bereaved:                 Maintain a log of checking                                 delighted customer

      water, flowers, accommodation;  replacement if 

      needed

   7. Posting of obits                                                          obits

   8.  Making tributes for the deceased                                tributes

  3. Mortuary Technician    - Embalmer  (on call in the beginning or part time)

     Core:

     1.  Being ready for first call, may attend to

          pick up if necessary if has knowledge of driving

    2. Embalming and body preparation:  washing            nice looking deceased

    3. Assisting in set up at chapel or homes (?)

     Routine:

   4.  Inventory and care of embalming equipment           monthly inventory report 

                                                                                  no missing  tools, FFE

   5. Reordering of funeral or embalming equipment         kumpleto gamit

    Ancillary

      6. May set up flower arrangement if has knowledge of 

      if in state of disrepair

       bathing and dressing up

      7.  Research new ways of serving the deceased           innovation suggestion

 4. Attendants:

         For pick up, chapel cleainliness, and funeral procession  Daily or on call

 5  Transportation specialist  daily or on call for hearse and/or family car

          1. Pick up

          2.  Funeral procession

5.    2.2  Transportation Specialist

        Routine

        1.  Cleaning and TPM of vehicle                          Monthly dent report

                                                                                Picture of vehicle

                                                                                Low cost of vehicle maintenance

        N.B. TPM of all rolling stocks at the park are under the responsibility of TS

       2.  Repair and maintenance of vehicle                  Log book records of repair                                               Low repair cost

      CORE

                                                                                                

      3. Trippings                                                       Report on daily email reports by SBU                                New Sales

    ANCILLIARY

    4.  Trouble shooting                                               Vehicle will function run again                                         Low repair cost

 3.  Columbarium

           1.   Columbarium Technician  for interment and cleanliness on call

            from current GT/ISG 

           2.  CSS 2  -  in charge of customer care, inurment registry

         

--

PAGSASANAY SA TAGUMPAY (Training for Success)

Good management is good management everywhere

Habits of Successful People

  Jorge U. Saguinsin

YOUR OFFICES ARE TO REFER TO THESE ON QUESTION ABOUT PRODUCTS information and pricing.  Please RRURAC

Holy Gardens One Stop Shop (Master Brochure)

Holy Gardens Cremation

Holy Gardens CMCS (Funeral Service)

Holy Gardens Ash Crypts (Columbary Vaults)

Destiny Life Plans

Holy Gardens Interment Service

1.  LET US WORK TOGETHER TO CREATE BEAUTIFUL LIFE STORIES (not worries)

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

5.  Makipag TIPAN -  IGALANG ang mga nasusulat:  CCD handbook at MC

     Pag uusapan sa am talk

 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

   Weekly posting  at HolyGardens Communications and Best Pictures

 

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

--

  Jorge U. Saguinsin

YOUR OFFICES ARE TO REFER TO THESE ON QUESTION ABOUT PRODUCTS information and pricing.  Please RRURAC

Business Leadership in Small Doses

Holy Gardens One Stop Shop (Master Brochure)

Holy Gardens Cremation

Holy Gardens CMCS (Funeral Service)

Holy Gardens Memorial Plans (formerly Destiny Plans

Prof Jorge Entrep Business Advice

Time is gold

Time lost is lost forever.

Of all the resources, only time is irreplaceable

Successful companies primary tool is smart use of time -  being the first to market

One of our principles is EFFICIENCY.   To have high outputs and be productive.  Always

If we are unable to finish projects or tasks on time, it is an event called failure?  We are not

1.  LET US WORK TOGETHER TO CREATE BEAUTIFUL LIFE STORIES (not worries)

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

5.  Makipag TIPAN -  IGALANG ang mga nasusulat:  CCD handbook at MC

6.  Ang naiwan ng mahal sa buhay ay dapat masaya.

     Pag uusapan sa am talk

 

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