Amended Memorandum Circular on Daily Email and Text Reports

PAGSASANAY SA TAGUMPAY

Subject:  Required Daily Text Reports  Amended 10/11/2018

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)

    Standard:

    1.  All blanks are to be filled up.  Write none if none was done

    2.  The sbu staff must strive to finish deliver the outputs required listed in 

          the memo;     this is a motivator checklist 

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

                    22.  Spot cash sales

                    23.   SBU Incentives    Today    MTD                3f Incentives   Today   MTD

                    24.  Full payment of  balances 

                    25.   SBU incentives:  Today    MTD                 3f Incentives   Today   MTD

                    26    Am talk topic                                      

                    27.  Number of staff present:                            Late/Absent - Who

                    28   Number of comments on the blog              Number of entries on learning journal
   
                    29  Number o book reports by staff

                    30.  Number of applicants

                    31.  Problems                                                      

                    32.  Proposed solutions

                    33.  Suggestions and innovations

                    34  Pending items at 3f:       Allowances         IF          PO           Payments

                          Details of Pending

                    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

                              Retail

                              Corporate Loan

                              Funds:

                                MC
                                Insurance
                                ME
                                IF
                                Collection Fee

-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

           3  Arrears 
               % 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

             6.  Vault inventories

7.  Interments reported

           Econo

           DLX

           LX

8.  Interments completed

9.  Markers and Grasses delivered

10.  For IF

11.  IF finished/sent

Guidelines:

1.  All reports are to be texted and mailed faithfully daily;   no one  leaves office without the reports
     SBUs are compelled the same measure.  Do not go home without reports

     If you must be on leave or be on travel, delegate someone to deliver the reports for you.

2.  All report must be validated and confirmed with each other;

3. Fake and doctored reports are subject to CCD

4.  3f Staff should understand and guide SBUs to make proper and correct reports

    

--

PAGSASANAY SA TAGUMPAY (Training for Success)

YOU MUST ACKNOWLEDGE RESPOND TO THIS EMAIL...

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

Re: Memo Not submitting text report

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

BIDDA:    BELIEVE INSPIRE DREAM DO ACHIEVE

Google.com+/HolyGardensGroup

On Mon, Jul 18, 2016 at 6:49 PM, Helen Naval <bpi.hr2016@gmail.com> wrote:

TO: Mildred Macaraig

           HGCMP

       Rocel Carino

           HGCMP

SUBJECT :NOT SUBMITTING TEXT REPORT

It has been observed that your office do not respond and text report everyday, nor action/response indicated.

THIS BEHAVIOR IS UNACCEPTABLE IN A CORPORATE BUSINESS SETTING AND MUST BE STOPPED.

You are urged to text report everyday faithfully, and you are reprimanded for nor doing/failing to do.

Please take note that not submitting  text report is an offense in CCD

Please Print. Sign, Scan and email to me, to be filled in your 201 files

Helen Naval

HR Assistant

Noted:   JUS

               for 201 file:   RCC and MLM 

Updated and amended text reports

Memorandum:

We are revising our daily reports to read as follows:

SBU:   Holy Gardens

Attendance:

     Absent

     Late

AM talk:  topic from blog:

Blog reads

Blog comments

Sales:        
Memorial Park

Traditional :#   Amount

Hataw:

Number,    Amount

Total cash received:

Less Com: # and rates

Net amount for remittance/deposit


IMP

#      Amount

Total cash received:

Less com:

#Rate and amount:

Net Cash received for remittance



COLLECTION  (refers to 2nd and onwards amortization  TOTAL
   
1.  Traditional:

Collection

Current

Arrears

PC

Vat

Capf

IF

Amount 

2 Hataw

Total cash received;

Less:  outright commission

Net cash remitted:

#number   amount

#Documents encoded:

Collection for Majorem:

Loans:  

# of AAA prospects

Bank balance  (please check daily)
Book balance (please compute your own book balance)

    imp/packages

#Number   Amount
Total cash received:

Less:

     Commissions

    

3 #Prospects:  AAA

Names:

Interments:

Name:

Type:   (deluxe or luxury)

Date:

Amount paid

Griefshare posting:  name and date

FOFF posting:  name and date

Tribute posting at Archive

IF reimbursement made

Beautification Projects conducted: (None is not acceptable)

Landscaping

Fountains:

Others:

Majorem Lending:

Attendance:

     Tardiness

     Absence

Loans:

    Releases

    Collection

Funds:  (indicate if just report received or collected)

    PN received

    PC

    IF 

    VAT

    CAPF

    TF

Posting of funds:

Computation of AIP

SOA submitted

N.B.

1.  Please fill up all the fields.

2.  Please put none if not applicable.

Please make your comments if you fulfill your targets, or if you fail.

3.  The CMO must note this daily report.

The Holy Gardens Group - "THE MEMORIAL EXPERTS"

Please view the following sites of Holy Gardens group and share

Holy Gardens Memorial Plan (proposed)

Holy Gardens Memorial Packages

Holy Gardens Memorial Plots

Holy Gardens Chapel and Memorial Service

Landscaping ideas

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

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