TO : 3ffb staff
Thru : GM Madel
Objectives:
1. To achieve sales and collection targets (to ensure financial viability of 3ffb and SBU
2. To clarify tasks and objectives of jobs;
3. To complete the number of staff at 3ffb and ensure completion of all jobs and tasks
4. To underscore the importance of having revenues due to added personnel cost
Background:
1. We have not achieved sales and collection target h2 of 2015; our sales and collection performance for 2016 H1 has been an underperformance. Only June showed promising results
This stems from:
1. Non delivery of documents despite efforts in 2014 to streamline this with simplified documents and portal
2. Lack of staff at the SBU
3. Non development or slow development of SBUs, beautification projects not being done or completed
4. Collection efforts are spotty, ledgers not up to date, ageing not up to date, as well as forfeiture
5. 3ffb new staff do not understand what they are doing, pretend to know that they know, or say the wrong things to sbu.
6. Two previous new hires were unfit and have to be let go.
7. We do not yet have Majorem staff which even govt agencies questioned. This is for more than a year and a half
What:
To let the 3ffb new staff, Marjorie and Rizza understand their jobs and where they are now.
BPI is an organization to plan, do check and act on corporate plan of sbus
It has parallel functions in SBU (matrix management):
IT IS MANDATED TO:
1. Assist SBU attain their sales and collection objectives
2. Pursue growth strategies and the vision
Complete plantilla would include:
HR and Admin Assistant (officer) (1)
General Accounting (Assistant/officer) (1)
AP Assistant (1)
AR Assistant (1)
Treasury Assistant (1)
Audit Assitant (1)
Operations/interment Assistant (1)
Marketing Coordinator/Sales Admin (1)
TOTAL 8
As of now we only have 4. only 50% filled up. More recruitment and training needed. We need additional source of funds to complete this
Finance and accounting
journals
cash receipt book
disbursements
collection
compliance with govt regulations: SSS, BIR, Philphealth, HDMF
accountable forms
purchasing
inventories : materials, plots for sale (actual and reports)
sales report
Financial Reports:
PNL
Cash Flow
Balanced Statement of Condition
Audited
HR:
recruitment
training
salary and benefits (leaves sl and vl, allowances)
SSS, HDMF, Philhealth remittances, benefits
performance evaluation, promotion, salary increases
CCD
communications
Reports to govt agencies: HDMF, Philhealth, SSS, and BIR
Sales Admin
CRM - Customer Data Base
Repeat Sales
Documents: PPA and CO DOS typing, signing list and filing (archiving)
Master list of plots (updated)
SEAD of Sellers and organizational charts
Commission payment of agents
Operations
TPM of vehicles
Monthly Dent report
Maintenance of equipment
Inventory of equipment
Training and monitoring of GT and TS activities
Park beautification
Outcome/outputs, tasks and responsibilities of new trainees
