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September 21, 2018

Memoradum Circular No 2018 - Daily Text Report (latest edited, updated)

Note the addition. Sarah please consolidate with other MC in soft and hard copy file

Ms. Joan, please note the updates and upgrades/additions and clarification

On Thu, Sep 20, 2018 at 4:27 PM Jorge Saguinsin <holygardens.groupnew@gmail.com> wrote:

To : All SBUs and 3f staff

Subject: Required Daily Text Reports

Effectivity: October 1, 2018

Objectives:

1. To measure what we treasure: sales and collection are two important outcomes that we have to monitor.

2. To increase outcomes: sales, collection and inventories

3. To gather important data that impacts sales and collection:

Reality:

1. This batch of staff, are not did not submit necessary data to make our reports current.

2. As a result, we are not meeting our sales and collection targets.

3. Since we are not monitoring well the outcome and outputs, our performance are lousy.

4. The output reports is not being executed well ie a failure of execution and/or

obedience

What: detailed daily text reports submission

All staff are enjoined to read and comply with this directive/order. CCD shall apply to those who fail to comply (on insubordination and negligence)

This memo supersedes abolishes other previous memo and text reports:

1. SBU text reports to be submitted to ICR and Treasury and JUS

1. Sales:

Number Amount

Plots

PIS

PMS

CMCS (Calamba HAMP and Pangasinan)

2. Collection:

Old

New

Arrears

3. Collection letters sent

Forfeiture

4. Interment:

Who DLX Lux Econo When Rating 3f sympathy

5. Obits (Y/N) Name

6. FOFF posting (Y/N) Name

7. Tributes (Y/N) Name

8. Tributes uploading) Name Date Site (You tube, Vimeo etc)

9. 40 days:

Who Where What was medal?

10. Birthday and anniversaries

Who Anniversary/Birthday What was the recuerdo

11. Amount collected

12. Amount deposited

13 Cash on hand

14 New passbook balance

15 Yesterday passbook balance

16 Emailing sharing of abstracts

17 IF submission to 3f

18 Agents recruited #

19 Agents trained #

20 Commission paid OCV #

Amount

21. Number of trippings for the day

N.B. 1. Those that are in bold are to be texted: 1, 2, 4, 11, 12, 13, 14; All are to be emailed daily

2. Majorem Lending

1. Loans Granted today?

Number Amount

2. Prospects

SBU Amount

3. Collection

SBU Amount

Text reports

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

3. TA:

1. Collections/sbu

Amount deposited

Cash on hand

Total

2. Total disbursements

Cleared

Float

3. Old balance (book)

New Balance(book)

4. OR issued for the day vs No of entries in abstract

5. PPA issued vs sales

1 2, 3 are to be texted to JUS. All to be emailed daily to MRS. JUS

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

4. ICR:

1. Old Collection/sbu

% to target

2. New collection/sbu

% to target

Total

% to target

1 and 2 text reports to JUS

3. Ledgers made

4. Aging status

5. % of arrears

6. Collection letters sent

7. Forfeitures

Emails

Sales report:

1. Sales achievement /sbu vs target Today MTD YTD

1. No of units

2. Amount

Plots

PIS

PMS

Destiny Plans White rose

At need Plots

At need IS

CMCS

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

5. RCRMA

1. Inventories updating

2. PPA checking

3. PPA signing

4. PPA sent to customers

5. Hello service to customers (kung natanggap ang PPA)

6. Filing and archiving:

1. Hard files

2. Soft files

6. Customer problem solved

7. Repeat sales

# Amount

Text reports 1, 4, 6, 7 to JUS; all others emails to JUS too

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

6. HR

1. Applicants entertained

Walk in

By net

2. Given exams

3. Passed

4. For interview

5. For BI

6. Hired

7. Checking of

(Mention the sbus)

AM talk

Attendance

Reading of emails

Reading of blogs

Updating of posts:

Kaizen

Best pictures

Archive

TRT

Obits

FOFF

Birthdays and anniversaries

Submission of abstracts

8. Progress on Performance evaluation

9. Weekly reports: work schedules

1, 2, 7 to be texted daily to JUS ; all others email to holygardens.groupnew account

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

7. AP

1. Aging of AP

2. Filing of CV

1. Minor

2. Major accounts

3. CV completed

4. CV paid:

Number

Amount

5. Number of entries to CDB

--

PAGSASANAY SA TAGUMPAY (Training for Success)

YOU MUST ACKNOWLEDGE RESPOND TO THIS EMAIL...

COMMUNICATIONS PERFORMANCE IMPACTS THE PE (which is basis for promotions)

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)

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

Holy Gardens Rewards

Patsikot/SUV Promo

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

PAGSASANAY SA TAGUMPAY (Training for Success)

YOU MUST ACKNOWLEDGE RESPOND TO THIS EMAIL...

COMMUNICATIONS PERFORMANCE IMPACTS THE PE (which is basis for promotions)

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)

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

Holy Gardens Rewards

Patsikot/SUV Promo

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

October 15, 2017

Daily Text Reports Revision

TO : All

Date: October 15, 2017

Subject: Revised Daily Text Reports

Objectives:

1. To upgrade/obtain relevant information from every one and to derive performance from parties concerned

2. To emphasize importance of such reports

3. To motivate individuals and SBUs, and drive everyone to self inspired behavior

WHAT GETS MEASURED GETS DONE.

Standards:

1. Send text reports daily, faithfully. Do do not go home without the reports;

2. Non submission of reports is subject to CCD

3. Be sure your reports tally:

Sales with ICR, Treasury etc

4. Accurate reports

5. Reports based on data: journal, or, deposit slips, pass books, master list etc: soft or hard copy

1. SAA Holy Gardens Group - Sales Reports

PLOTS

Today Cumulative YTD

SBU # PHP # PHP % to Monthly

HGLUMP

HGPMP

SCC

Malasiqui

HGGMP

HGCMP

HGOMP

Total

HAMP not part of total

2. Memorial Transactions

Chapel Memorial Service

(Mention SBUs)

Today Cumulative

# PHP

HGPMP

Calamba

3. Interments (SAA)

SBU Who When Eco/DLX/LX Status

4 MLII # PHP Cumulative YTD % to Month

Loan Releases

Collection

Current

Arrears

5. Records Assistant

SBUs

Today Monthly Cumulative YTD

No of accounts checked/verified

on line

No of accounts received

No of accounts signed

Pouched:

a. With ty letters

b. Estate Planning

c. Promo items

Problems Solved

CO/Special transactions pouched

6. ICR Assistant

SBU # Amount YTD % to Monthly

No posted by everyone

No of New Accounts/Ledgers

Amount Collected

Current

Arrears

Forfeiture letters sent

# of forfetirures

PHP of forfeitures
6552

< 2 years
> 2years

Unliquidated
outstanding cash advance

7. Treasury Assistant

SBUs Today Monthly YTD

1. Bank Balances: xxx xxx

2. Book balances

3. Unreconciled items

3. Collection received today

4. Amounts deposited today

Cash
Checks
Bounced checks
Shortages/overages
Losses

5. Disbursements made

OCV

6. Floats (checks outstanding)

(reconciles 1 and 2)

7. Amount of PDC on head

8. AP

SBUs

PO issued

PO paid

CV received

CV completed for Checks

CV paid (With OR)

reconcile with TA

Govt Accounts Payable

Pending

Paid

EFFECTIVITY: October 16, 2017 SOFT LAUNCH

October 23, 2017 FULL COMPLIANCE

BE SURE YOU MAINTAIN YOUR OWN JOURNAL RECORD BOOK: SOFT COPY (Excel) of these reports

We have to meet on these as to what can be conveniently texted, and the rest by email

FOR STRICT COMPLIANCE

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)

Please visit the following sites:

Holy Gardens Rewards

Patsikot/SUV Promo

Bonus pa more sa pagtulong sa bentang todo2

March 15, 2016

Daily reports comments

TO: All

THRU: MADEL

Some remarks regarding the daily email reports:

The template contains a list of priorities/ (a checklist)of WHAT MUST BE DONE FOR THE DAY.

You are obliged to attend to these and take action DURING THE DAY. DI PUWEDE WALA SA MGA ITEMS THAT YOU CAN DO LIKE BLOG READS AND OTHER ACTIVITIES WITHIN YOUR CONTROL LIKE HR, MARKETING ACTIVITIES, PARK BEAUTIFICATION, PROBLEM SOLVING ETC.

This system should ensure that while we are not seeing you everyday, you are doing your job

Jorge U. Saguinsin

Senior Managing Director

The Holy Gardens Group - "THE MEMORIAL EXPERTS"

Please view the following sites to be updated on lastet trend on memorialization and for shared learning

Holy Gardens Memorial Crypts (Body, Ash, Bone)

Memorial Marketing and Management

Holy Gardens Chapel and Memorial Service

Landscaping ideas

FB Pages Holy Gardeners

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

---------- Forwarded message ----------
From: San Carlos Pangasinan Gardens Inc. Hgpmp <hgmp.sancarlos@gmail.com>
Date: Mon, Mar 14, 2016 at 5:52 PM
Subject: Daily Report 3.14.16
To: Holy GardensGroup <holygardens.group@gmail.com>, Bpi Ar 2014 <bpi.ar2014@gmail.com>

March 13, 2016

New format for daily text and email reports

BE a BIDDA: "BELIEVE, INSPIRE, DREAM, DO ACHIEVE"

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)

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)

Amount

Combination

Amount

B Number of prospects:

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

Date

Time

Who joined

Sales/prospecting activity conducted

Sales prospect gathered

7. Saturation

Date

Time

Who joined

Area

Sales prospect gathered

B. COLLECTION

Current

Amount

Less: Com

Net

Arrears

Amount

Total Cash on Hand

C. DOCUMENTS:

1. Filled up

2. Sent to 3ffb

3. Received from 3ffb

4. Delivered to the customers

5. Hello service

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

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

2. Unrepaired equipment:

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

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.

March 02, 2016

Daily Submission of DPMS

To: All SBUs

Attention:

In charge and heads;

Oton AC

Calapan Mildred

Calamba Lennie

SCC Pangasinan RCG

La Union RCC

Subject: SUBMISSION OF DPMS - DAILY

DATE; MARCH 2, 2016

IN MY BOOKS ONLY OTON HAS BEEN RELIGIOUSLY SUBMITTING DPMS.THANK YOU.

HOW ABOUT THE OTHERS?

Your sins of omission insubordination, negligence will weigh heavily on your performance evaluation and career at Holy Gardens

It also means that your SBU is failing on its top mission ie to sell.

Jorge U. Saguinsin

Senior Managing Director

The Holy Gardens Group - "THE MEMORIAL EXPERTS"

Please view the following sites to be updated on lastet trend on memorialization and for shared learning

Holy Gardens Memorial Crypts (Body, Ash, Bone)

Memorial Marketing and Management

Holy Gardens Chapel and Memorial Service

Landscaping ideas

FB Pages Holy Gardeners

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

BIDDA: BELIEVE INSPIRE DREAM DO ACHIEVE

Google.com+/HolyGardensGroup

February 21, 2014

Minimum content of daily tex direct report to the SMD

Memorandum : To All Direct Reports

Chiefs or Acting Chief of SBUS

Date: Februaryy 21, 2014

We shall standardize the minimum contents of daily text sms direct report to the office of the SMD:

I For SBUs

1. Results:

Sales amount

Number of units # plots

#BVO

Gross Receipt

Net receipts:

2. Outputs:

# of Class A prospects

#interments done

# trippings

# sales presentations

# of foff postings (complete with links

# of griefshare postings (complete with links/QR

# agents visited

# agents recruited

(only if your staff is incomplete) # of applicants

# of promo items

# merienda for customer served

# type of park beautification being conducted

II For BPI

1. Results:

SBU sales: Amount

#

# BVO

2. BPI:

# Sales by Records

# of docs finished

# of docs signed

# of docs notarized

# of docs pouched

# of docs followed up

# of prospects

3. # collection letters

# of rescission letters sent

# of forfeitures

(weekly level of arrears)

4. CVs made

5. # of CVs signed

6. # of checks made and signed

7. BPI business generated for the day

III Marketing coordinator:

1. Sales amount

2. Net Cash Received for sales

3. Agents recruited

4. Agents visited/motivated

5. #Total number of Class A prospects

6. #total of Class B prospects

7. #Sales presentation

8. # of email marketing

9. # leaflets distributed

Maybe modified from time to time

Let us be diligent in doing this.

Let us comply

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

May 31, 2013

Constant communication as direct reports

From: Holy GardensGroup <holygardens.group@gmail.com>
Date: Tue, Jan 29, 2013 at 8:32 AM
Subject: Constant communication as direct reports
To: Holy Gardens Bpi <bpi.hgmp@gmail.com>, bpi.hgmp.jusgein@blogger.com, Majorem Investor <majorem.lending@gmail.com>

TO       :   All Management Trainees:
                VT
                 HO
                 Eddie
                 Alma

Subject:   COMMUNICATIONS

Goal:     Achievement of Goals/Objectives

Reality:   It is a difficult task getting in touch with MTs by text or email.   Most the times, emails, text messages are unanswered. Phone calls are not recognized and those concerned never call back. The etiquette that refers to communication are: unknown/unlearned or ignored.

Options:    l. Be followed up
                 2. Remain as you are and be disciplined
                 3. Get worse
What to do:

l. Run after me to know what you are doing. After all, I will make the final judgement, call as to whether you will be promoted or get salary increase or not;

      l. Mail this office daily on what you did to manage the sbu

     2. What did you learn on selling management and leadership?

     3. How much did you sell;   how many are your class A prospect (personal)

     4. What was done by your staff to beautify the office and the site?

   5. What are the opportunities and data (research: news update on the market environment, customers?

IMPRESS ME OR PISS ME OFF?

Reply now....

--
Jorge Saguinsin

A SPECIAL PLACE WHERE OUR LOVED ONES ARE REMEMBERED IN A VERY SPECIAL WAY

holygardensgroup.blogspot.com

holygardensgriefsharing.blogspot.com

--
Jorge Saguinsin

A SPECIAL PLACE WHERE OUR LOVED ONES ARE REMEMBERED IN A VERY SPECIAL WAY

holygardensgroup.blogspot.com

holygardensgriefsharing.blogspot.com