2016 Corporate Plan Guidelines

Kindly complete other delivereables like your JD and appointment

Be guided by the following requirements for a corporate and marketing plan that is required of your position

It must be a grow memo and covers the 4 m (the inputs) through puts and outputs required for a strategy.

1.  Goal:

   COMPLETION OF THE 2015 AND 16 VISION 

    1   Sales    Est                                3,000 units   plots

                                                            300 BC

        Calamba, Panga, La Union 100 each

                                                            100     cms Calamba and Panga

    Cremation                                      200   Panga

                                  200                 Calamba

      Prepaid Interment Service          500

                

     2. Cash receipts

2.  Reality

     The market/ changing customer wants (Opportuntiy

     Competition  (Threats)

     Company

        S W (what we did well, did not do well?

3.  Options

4.  WTDN

      1.  Strategy:

          Always include park beautification, cs, completion of projects, manpower development

     2. Inputs:

   

       1.  Manpower -  hiring, rank and file;  executive,  sales execs;   training, (team building) new salary scale, other incentives, performance evaluation

        2.   Money     -       budget internally generated funds, borrowing, 

                    Cap ex -  construction costs, FFE acquisition

                         chapel, crem at  Calamba and La Union

                    Op ex    projected:    

                    Labor costs, rent, utilities,  ME etc

      3.  Machinery

           TPM, inventory, 5s

     4.  Methods

         Manuals, training, review, monitoring reporting

 3 Throughput:

         Programs, Timelines, Resources, who are accountable to implement the strategies.   reporting requirements, catalysts needed

       (reflected in the form of calendar or excel)

4.  Outputs:

     landmarks, projects that are completed as result of 2 and 3

    Thus:

    1.  Filling up of all positions

     2.  Performance evaluations/promotions

    3.  Projects:

       2 Crematorium

      2  BC projects

     CR in Iloilo

     Lamp posts

     New uniform

    4. Beautiful memorial parks

      Thus we can have contests for :

      For GT

      1.  Landscaping projects (refer to Jorgeuslandscape blog) especially 

         herbal and vertical gardens

      2.  Fountains and waterfalls

      3.  Lantern making

     For office staff

         Office decor

6.  Marketing plan

     1.  Promotion   -   use of social media;  the tribute, holy gardens best picture  posting;   free wifi connect at the memorial park, wifi paburol

      Please use the promo items to get back to old customers and do repeat sale.   We buy the power pack and another item to get back to SSN and GE buyers for repeat sale

    2.  Placement

   3.  Prices -    + 3 to 5 % to cover salary increases including interment fee

  4.  Products -  as we discussed (still unsubmitted);  special sections of the park

  Include process, and personnel

There are plenty of blanks that need to be filled and details to be fleshed out.  Please discuss with me should you find challenges

    

   

Jorge  U. Saguinsin

Senior Managing Director

The Holy Gardens Group - "THE MEMORIAL EXPERTS"

Follow up/orders on just finished National CMOs conference on Corporate Planning, GT and team building (this is the correct title)

Thank you Aprilyn.  Congrats for the P40,000 check I signed today.  Magandang paskuhan

KAYA TAYO NAG WORK HARD AT ITINUTULAK BUMENTA PARA PAG PASKO TAYO AY MASAGANA AT MASAYA.

Jorge  S

The Holy Gardens Group - "THE MEMORIAL EXPERTS"

Please reply.    CCD 2.27

On Sun, Dec 14, 2014 at 5:16 PM, HGOMP Memorial Park <hgmp.oton@gmail.com> wrote:

Good morning! Yes sir I will finish the Corporate Plan and have it submitted not later than Saturday.

Full attention should be observed next time during the conference. Remember the FAR.

Thanks,

Ac

A

On Mon, Dec 15, 2014 at 7:49 AM, Holy GardensGroup <holygardens.group@gmail.com> wrote:

TO      :     Ms Cynthia Cartago

                 Ms. Brendalyn Garcia

                 Ms.Aprilyn Caragayan

                 Ms. Mildred M. Macaraeg

                 Ms.  Rocel Carino

                 Ms. Maricel Jarmin

                 Ms. Isa Herrera

Subject:  Important Notes Reminders

Please print.

1.  You are to submit your completed Corporate Plan Draft (complete) for 2015 not later than Saturday.  This office has still to complete that with incentives etc.

Be sure CC:  you check the Marketing Plans and coordinate them, as they are key to achieving the sales targets

2.   3ffb Please gather the placards target for goal setting that contain the targets for 2 to 3 businesses (3 for Calamba, Panga, and La Union) and 2 for the rest

3.  Please post email to me all the pictures of the conference for posting.  This office expects this to be done soon.

4.  Please have all the participants reflect on the conference (this will suffice for travel notice

This email reiterates the observations that was texted regarding correct behavior during conference.  Next time I will have cellphones confiscated and deposited to be used only for designated times.  Learn to delegate and train your people well and know what to do while you are away;

WE SPEND ZILLIONS FOR THE CONFERENCE (P41t to be exact) only to have people miss important things because they are busy talking to whoever inside and outside the conference, texting etc;  the text beeps have been distractive.  or having their own meetings during the plenary. Please have FAR during the conference.The GT were observed to be lax when unsupervised;  they finished only 1 of the 3 assigned practicum

Jorge  S

Google.com+/HolyGardensGroup

--

HOLY GARDENS OTON MEMORIAL PARK

# 752-A Bethany Bldg., (CPT) JC Zulueta St., Oton, Iloilo

Tel. No.: (033) 301-2957  Mobile No.: 0922-8116866

hgmp_oton@gmail.com 

www.holygardensgriefshare.blogspot.com

Preparation of corporate plan for 2015

Beginning November 16, 2014, we will be requiring SBUs and other units to start working on corporate plan for   2015

Objectives:

Holy Gardens  Memorial Park   2015

                                          Sales        Net Income               Cash Receipts

Plot sales                    116,000,000

Chapel Use                     2,000,000

Crematorium                    2,000,000

Total                             120,000,000

vs Last year

Plot sales

Chapel Use

Crematorium

Total                        

Please note that we will be having 75% of 2015 business on new products

Memorial Plan

               1200 x 50t = 60,000,000;   100 units/month   20/sbu  (50% with agents and staff)

Products:

PLOTS

Interment service

Plot  + Interment Service

Plot + Interment Service + CU

BODY CRYPTS

Bc

BC + CU

ASH CRYPTS

Cremation

Ash Crypts +  Cremation

Ash Crypts + Cremation + CU

Strategy:

1.  Cap ex:

     Build crematorium        -  14,000,000.00 x 50%

    Body crypts                        7,000.000.00

     Calamba   -   500,000

    Pangasinan   500,000     

    La Union        500,000       1,500,000.00

    Karuwahe  

    180,000 x 3 for Calamba     540,000.00

    Panga,  and La   Union   

Irrigation at La Union               500,000.00

Solar at Panga and La Unin 1,000,000.00       

Road works             

     Oton             500,000

     Calapan       500,000       1,000,000.00

Backfilling:

     Panga                              2,000,000.00

     Calapan                           2,000,000.00

     Oton                                2,000,000.00

Chapel                

     Calapan                          2,000,000.00

     Oton                               2,000,000.00-

    

                            Total       21,540.000.00

HGGMP ravine development:    

                                             2,000.000.00

Total                                  23,540,000

Sources:  

Internally generated:

Cash from sales  -  P15,000,000.00

Advances from sbu

Loans from Majorem

2.  Park beautification

    1.  More tree and shrub planting

    2.  Vertical gardens

   3.  Buildling of ponds, gazeebo, waterfalls.

   4.  Signages

3. System improvements:

   1.  Accounting  FS generation,  remove 2 years FS backlog

   2.  Documents

   3.  Sales admin (payment of commissions, accreditation

   4. Filing

  

Jorge  S

Holy Gardens Group - "THE MEMORIALIZATION SPECIALISTS"

Please reply.    CCD 2.27

CONFIDENTIALITY NOTICE/disclaimer:   The information contained herein is strictly confidential in nature and is the property of Holy Gardens Group and intended only for the intended recipient and its  reuse,reprinting or taking action other than the intended party is strictly prohibited. Holy Gardens assume no responsibility liability arising from such unauthorized use.

RRURAC:    Read, Respond, Understand, Reflect, Apply and Check

BIDDA:    BELIEVE INSPIRE DREAM DO ACHIEVE

Google.com+/HolyGardensGroup

MVP concept, objectives, business model, basic formula for bundling B V O (Bereavement Value Options)

Memorandum:

Draft of Product and service brief on bundling, Value Packages, bundling

We discussed the following yesterday that need more details and clarification:

Title:   Product and Service Bundling

Background:

We sold 44 million worth of lots in 2013.  By employing CRM (more share of the wallet, Long Term Value of Customers (ltv) tactics, bundling, we can sell more at the minimum 30% over last year.  We can inlcude the bundled services as sales performance that are incentiveable as ORC, but not commissionable.

1.  Concept:   Product/Service Bundling Concept

(What is unique, enchanting, mesmerizing, seductive about this concept;  make it so, MC, CSS

Tag:    Value for Money in Bundles

           Bundle of Value in Packages

           More Value in Packages

MVP:    Saving bundle of money for memorial products and services in packages

PTM:

          1.Pre need  Investors  for resale, for income when trading;  peace of mind. convenience. -

          2.  Actual need:  (actually users for interment)

             BC  users  -   garden lots, niches + services

            CDE users -   cremation, body crypts, + services that are affordable.

2.  BUSINESS MODEL CANVASS

FRONT END

Links   :    ads, agents, internet marketing, tarps

Bond:     CRM program, internet marketing, superior customer service

Revenue?

Back end:

Key Activities:

     1.  Sales activities

     2.  Internet marketing

     3. Agents recruitment

     4.  Processing of documents/account

     5.  Processing of claims/servicing

     6.  Delivery of interment services/ :  supervision outsourcing

     7.  Accreditation at SSS; processing of SSS Claims

     8.  End to end services:   bone transfer, bone cremation

     9.  Enhancement of products and services delivery (innovation)

Key Resources;

    1.  Interment equipment

    2.  Crematoriium/partnership with crematorium

    3.  Body crypts

    3.  Funeral service/partnership with crematorium

    4.  Ash crypts

    5.  Service vehicles

    6.  Current interment equipment

    5.  Blogs, websites, autoresponders platform

    6.  Existing interment equipment

    7.  Vacant spaces at Memorial park:

        1.  Cliffs at HGGMP,  irregular lots at Pangasinan

   Costs:

  Compare costs and revenue;  know the GP

  <Please format into business model>

3.  OBJECTIVES:

     1.  To add at least P20 million in additional sales

     2.  To supplant 0 promo in 2014

     3.  To give tools/ammunition for agents to sell more;

    4.  To motivate SBU chiefs and marketing staff

4.  Summary of offer for the value packages:

    Cheaper in bundles.

   1.  Pre need

       Lots are 5% cheaper based on NLP for two items in bundles.

       Lots are 10% cheaper based on NLP for 3 or more bundles.

           Services are generally cheaper by 10 to 25%

           Interment:

           1.  DLX  -  Unbundled price  -   P22t

                           Bundled price      -  P18,995

                           Savings     -   P2,995

                           %              -   14%

          2.  Luxury 

                        Unbundled price -  P25t

                        Bundled price -  P21, 495

                        Savings -  P3,500

                        14%

2.  At need

     PTM  - B and C

    1.  Regular lawn lots plus services

     For bundles of 2  -  Less l5% on actual need price

    Services:

    1.  Interment:

         DLX    -  18, 995

        Luxury  - 21, 495

   2.  Chapel use:

        Non aircon:    P2,500 per night unbundled

        Bundled:    P2,000  (less 25%)

        Aircon  :     3,500 per night unbundled

        Bundled:     P2,799

5.  Funeral Service

     1. Crowd drawer;  basic   for CD

         P10t same price for bundled and unbundled

         No margin

     2. Midmarket  pleaser

        "Rosal"

        Unbundled  -   P20,000.

        Bundled  - P16,999.

        Cost to us P15,000.00

        Margin

    3.  Upper middle pleaser

         Cateleya

        Unbundled  -  P49,999

        Bundled  -        44,999

        Cost to us -      P40,000

        Our Margin

4.  Chapel Use:

      Non aircon:    P2,500 per night unbundled

        Bundled:    P2,000  (less 25%)

        Aircon  :     3,500 per night unbundled

        Bundled:     P2,799

B.   Front office activities

     1.   Internet marketing

     2.  Answering :

        1.  sms

         2.  fb, twitter

         3.  emails

         4.  cellphones

         5.   land line.  

3.  Entertaining walk ins

4.  Product and package presentation:

    1.   Verbally

     2.   Video

     3.  Powerpoint

5.  Tripping

6.   Closing

7.   Acceptance of payment

8.   Documentation

     1.   AR  and OR

     2.  Signing of documents

     3.  T and  C;  PPA for lots only;   TC for issuance upon full payment

9.   Delivery of documents:

      1.  On time

      2.  Complete

C.  Back office

     1.  Processing of payment;  account distribution at CRB

      2.  Sales report

      3.  Making ledgers

           1.  Single  or multiple ledgers

      4.  Posting of payments

       5.  Accounting for JV

       6.  Accounting for BIR

D.  Partners

     1.   Crematorium  -   agreements and negotiation for price and payments

     2.  Funeral parlor/homes

     3. Additional ISG teams  for ISG

     4.  SSS accreditation

     5.  MHO, Local civi registrar

     6.  Hospital staff:   sg morgue staff, ICU nurse or even hospitl owner admin

 

     

Jorge US

Holy Gardens Group

CONFIDENTIALITY NOTICE/disclaimer:   The information contained herein is strictly confidential in nature and is the property of Holy Gardens Group and intended only for the intended recipient and its  retransmittal , reuse,reprinting or taking action other than the intended party is strictly prohibited. Holy Gardens assume no responsibility liability arising from such unauthorized use.

RRURAC:    Read, Respond, Understand, Reflect, Apply and Check

BIDDA:    BELIEVE INSPIRE DREAM DO ACHIEVE

Google.com+/HolyGardensGroup

Comments and suggestions on the drafts of corporate plans presented yesterday, December 4 2103

Memorandum:

December 5, 2013

TO     :   Ms Cynthia Cartago

              Brenn Garcia

              EPR

              EB

1.  Thank you for coming over to present your drafts of corporate plan, the beginning of which was November 12, 2013.  Our goal is to have final draft by December 15, 2013.

2.  Those who presented:    Cynthia for the Holy Gardens Group

                                             Eddie for Majorem Lending

     Ella did not present, although she a rough hard copy draft shown me.  She promised today in our early meeting to submit today.

3.  Comments in general:

   A.    Goals:        Balance this vs:

                          1.  Last years performance

                          2.  The size of the market, the opportunity that exists and your position in relation of the market.  If of example, the market is P2 billion and you sell only P5 million, you are not in the market.  You are not competitive or growing with the market.

                          3.  The break even sales/cf.  Will you able to meet your payables:   notes, trade, opex?   If not, you have to raise the bar.

                          4.  Your strategy;   if you want new products and your new products will add several zillions to your sales, add that to your sales, cash flow and net income targets

              Compare last year with target, show +-%,  with targets +-%, vs new targets +-%,

B Reality:  Be honest, realistic and exhaustive in this analysis

      A.  External:  macro market -  what is favorable to the industry that will boost your sale.  For HGMP, these are:

          1. Macro  Death rate and the number of at need (interments) as % of the total at need;

           2.  Govt  -   the SSS and GSIS  death benefits, that is where the money is;  are we exploiting this?

           3. Social and cultural  -  the growing trend towards cremation

           4. Economic  -  difficulty in putting up new memorial parks, and growing D and E market. (lower purchasing power)

WHAT WAS THE SBU RESPONSE?  ARE WE RESPONDING WELL OR NOT?

         1.  Internal:

             Manpower -  number and adequacy, training, morale, compensation, motivation, leadership, management skills and knowledge

             Methods (process)   are they in place, are they understood, are they executed/carried out well

             Machinery -  are they complete, are they state of the art, do they promote efficiency, lower cost, more production, are they maintained properly

            Money  -   accounting system, internal control, cost reduction, budgetting, auditing, monitoring, ROI,

           Leadership

           Contacts and network

           Learning

           Excellence

       How are they being utilized to sell more?

3.  How do we get there:   strategy 

1. Select three or 5 combination of activities and resources that match your internal and external analysis;  This is your road map and must be SMART.  List down your main strategies, say:

        New products;  HGMP

        Focus on agency development (placement) HGMP

       New products/services -  MLII -  bridge, bouncing check funding

       New products -  trading of souvenirs for interment
The others are:  operational integrity, discipline are ME (Manageable Execution) and by default to be done well

     2.  Strategy details:   FS and Gant chart:

     By functional areas or 4 Ms

     Function:   marketing (plan)  operational plan,  HR plan (recruitment training promotion, compensation, rewards)  and financial plan (sources of funds and repayment of obligations)

    By 4ms:  machinery, manpower, methods, money

Degree of confidence:

Other inclusion

1.  Admin plan

2.  Performance evaluation

3.  Reporting and monitoring requirements

For Majorem Lending:

The three products and services:

Financial

Non Financial   CAF and PMS

Renewable energy:

   Three separate strategies that conform to the above must be submitted.

For your guidance and information

ACTION AND ORDER:

I will see your updated DRAFTS ON DECEMBER 11, FINAL ON DECEMBER  16. 

FOR STRICT COMPLIANCE

JUS

     

CONFIDENTIALITY NOTICE/disclaimer:   The information contained herein is strictly confidential in nature and is the property of Holy Gardens Group and intended only for the intended recipient and its  retransmittal , reuse,reprinting or taking action other than the intended party is strictly prohibited. Holy Gardens assume no responsibility liability arising from such unauthorized use.

RRURAC:    Read, Respond, Understand, Reflect, Apply and Check

BIDDA:    BELIEVE INSPIRE DREAM DO ACHIEVE

Google.com+/HolyGardensGroup

Deadlines <I mean deadlines> before the year <2012> is gone

December 29, 2012

TO        :   3ffb staff
                 SBUs

LIST OF DELIVEREABLES DEADLINE

1.  Consolidated corporate plan:

     l.  Objectives:   CF, NI, ROIC

         New products and services

        New projects

    2.  Strategy

         resources needed (cap ex op ex)

              uses

              sources

          activities:

             marketing plan (summaries/per sbu)  -  (how to meet the sales target) customer links (communications/promo)      customer bonds -  customer service

            operating plan   -(how to make the memorial park unique and attractive to buyers so that sales targets are met)  tpm, landscaping, 5s, records file management, it, training of gts and ts

            financial plan   (how to raise the money to finish capex, meet opex obligation while maintaining sufficient liquidity)  collection, ar management, ap management, cost reduction, green initiatives

            hr plan  - (how to be the best) - how to hire the best, how to train have a learning organization, (how to make people improve themselves)  how to have people be promoted (PE)

      3.  Checking and monitoring:

            l.  Reports (daily, weekly, monthly)

            2.  Performance audit:    one on one, group meetings (with CMO);  post mortem <failures>, audit staff

with internal and external analysis per sbu

2.  Marketing timeline/how/who, checking details

3.  Collection timeline (same as 2)

FINANCIALS:

4.   P N L -  until November 30, 2012

5.  Cash Flow -  until NOvember 30, 2012  (bank recon is required until Jan 30, 2012)

6.  Sales report

7.  FFE inventory  (detailed and in the format prescribed)

8.  Materials inventory

9.  Schedules:

      Ar and ageing

     Post dated checks

    AP and ageing

    list of suppliers and prequalifications

10.  Plantilla of organization and their salaries

11.   Summary of promos:  incentives paid, expenditures made

12.  Postmortem of:       Pabongga Bonanza, November 1, 2012, December national conference.

 13.LIST OF PROJECT ASSIGNED AND THEIR STATUS:

         1.  Wifi paburol, wifi in all sbus

         2.  CCTV

         3.  LED

                   l.   lights

                   2.  interment display

        4.  CRM software

        5.  Outsourcing of ground maintenance

        6.  Electronic filing of docs.

LET US COMPLY.  LET US WORK HARD



--
Jorge Saguinsin
+632651420l
3f Fuentes Building, Angono, Rizal
Philippines

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