Agenda for CMOs for scheduled meeting this coming December: 2016
Re Goal Setting, Strategy, Corporate Planning review of basics and problem solving
1. Goal Setting
Targets:
Over all sales; Plots, PIS, PMS number amount
NCR targets
Incentives - are they motivating
SWOT analysis:
Strategy
Action Plan:
Who, When, How Much (budget) Timeline Outputs
2. Functional Areas needing attention
Mentioned all ready in the goal setting
Finance: collection of PPA, TS, The revolving fund, revolving fund replenishment:
COM, TS its effect on delay to collector, effect on NCR
CV processing, requirements: IA check list; OR AR by recipinets
Observance of MC: finance, payment of suppliers inventory etc.
Marketing:
Customer service: pasnax sa office, tripping,; condition of vehicle at tripping,, daily cr clean liness, air freshener
Interment service complete: obit, tribute, memory boa memory display, memory board, funeral pack, smoke and bubble machine; tarp: announcement and appreciation, motif, safety features for lowering device, maintenance of lowering device
Discount if cms and is are with us (savings on funeral tarps, memory board and display
Sales management: recruitment, recruitment incentive sales incentives, (new) motivation
Proposed new sales incentives for sellers
Proposed new sales incentives for sellers
Operations:
Quality interment, docs, 5s at office, plaisir at toilets Dirty Cr
TPM - change oil, tpm card of FFE, inventory, dent report
Efficiency: equipping the worker to be more efficient; how to work smarter, faster
better
Cloud for sales management, single entry transactions, wifi, internet, CCTV for added security
Use of Cloud in record keeping and sales force management
Use of Cloud in record keeping and sales force management
HR: Recruitment - continuous hiring of quality staff, emphasize our better than the regional salaries, and additional allowances, and incentive mechanics
Training - intensive orientation, one month OJT, and giving tests and revalida,
culling those who lack passion and desire immature, and who cant pass the exam must be culledmaking staff goal oriented. For example in the PE or with office order
the NCR targets for say plots, pis and PMS can be divided among 2 CSS, a third one must be hired with the volume justifying the salary
Goal setting and incentives Goal Setting and Incentives for SBUs
Management review:
1. Entrepreneurship Entrepreneurial Management by Prof Jorge at Slideshare
2. PDCA
3. PLOCC Sear Find PLOCC Sear and PDCA here
4. Principles of Management by Henry Fayol Henry Fayols 14 Principles of Management
5. Line vs staff management
6 Matrix Matrix Organization ( you need not be confused) but you do when you submit your reports on time to the 3ffb staff who requested this.
7 How to organize (functional, by product, by geography)
Leadership: (ateneoleadership.blogspot.com)
So do you want to be a great leader- these are the readings that will make you one
So do you want to be a great leader- these are the readings that will make you one
1. Penguin leadership
2. Ignatian leadership heroic leadership: 4 pillars Ignatian Leadership by Chris Lowney
ingenuity, heroism - be more (be more) self awareness, love
ingenuity, heroism - be more (be more) self awareness, love
3. Powers of leader
4. Leadership from within
5. Mastery of self: 7 mastery Personal Mastery from Prof Jorge
6. Effective execution KISFREK Strategic Execution
7. Office etiquette
8. Communications
Right attitude
1. Peter Senge
2. Mulat Isip
3. Attitude is everything
4. Why are vision mission important
Problems solving techniques:
1. KT
2. CE, Fishbone diagram
3. 80:20, Pareto Principles
4. Solving our own problems
New:
1. PMS and PIS selling
2. Outright for PMS and PIS Special sale of PMS and PIS by Panga
3. Incentive based on NCR SBU achievement award based on NCR
4. 8 products of PMS:and type of caskets:
Zinnia, Daffodil, White Rose, Gladioli, Cattleya, Peace Lily Carnation, Chrysanthemum
Product features Updated Product Plan for PMS 3 tiers
5. Insurance features FAQ Group Life Insurance by MB Life for Destiny Memorial Plans
6. PPA and Addendum
7. Mortuary Agreements Closing Mortuary Agreements In Oton, La Union, Calapan
(It is expected that these are read for mastery of products)