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    2020 Fuft Blank

    Uploaded by

    Cecilia sta.ana
    The document contains calendars and trackers for initiatives, recruitment, onboarding, field work, productivity and promotions for 1st quarter 2020. It includes 4 initiatives planned for March, a structured work week template, recruitment and onboarding schedules, joint field work reports, productivity metrics and requirements for title promotions. The goals are to roll out projects, recruit advisors, train new hires, track field performance, monitor productivity quotas and validate titles.

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    © All Rights Reserved
    Download as XLS, PDF, TXT or read online from Scribd

    2020 Fuft Blank

    Uploaded by

    Cecilia sta.ana
    24 views19 pages
    The document contains calendars and trackers for initiatives, recruitment, onboarding, field work, productivity and promotions for 1st quarter 2020. It includes 4 initiatives planned for March, a structured work week template, recruitment and onboarding schedules, joint field work reports, productivity metrics and requirements for title promotions. The goals are to roll out projects, recruit advisors, train new hires, track field performance, monitor productivity quotas and validate titles.

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    The document contains calendars and trackers for initiatives, recruitment, onboarding, field work, productivity and promotions for 1st quarter 2020. It includes 4 initiatives planned for March, a structured work week template, recruitment and onboarding schedules, joint field work reports, productivity metrics and requirements for title promotions. The goals are to roll out projects, recruit advisors, train new hires, track field performance, monitor productivity quotas and validate titles.

    Copyright:

    © All Rights Reserved
    Download as XLS, PDF, TXT or read online from Scribd
    Download as xls, pdf, or txt
    24 views19 pages

    2020 Fuft Blank

    Uploaded by

    Cecilia sta.ana
    The document contains calendars and trackers for initiatives, recruitment, onboarding, field work, productivity and promotions for 1st quarter 2020. It includes 4 initiatives planned for March, a structured work week template, recruitment and onboarding schedules, joint field work reports, productivity metrics and requirements for title promotions. The goals are to roll out projects, recruit advisors, train new hires, track field performance, monitor productivity quotas and validate titles.

    Copyright:

    © All Rights Reserved
    Download as XLS, PDF, TXT or read online from Scribd
    Download as xls, pdf, or txt
    of 19

    1H 2020 CALENDAR OF INITIATIV

    What activities, initiatives, projects to you plan to roll


    KPI DRIVERS JANUARY FEBRUARY MARCH

    M
    A
    C
    C
    ALENDAR OF INITIATIVES

    nitiatives, projects to you plan to roll out?


    APRIL MAY JUNE
    INITIATIVES FOR THE MONTH OF MARCH

    TITLE OBJECTIVE & DESCRIPTION

    INITIATIVE #1

    INITIATIVE #2

    INITIATIVE #3

    INITIATIVE #4
    VES FOR THE MONTH OF MARCH

    TARGETS TOOLS NEEDED TIMING


    STRUCTURED WORK WEEK
    MONTH: MARCH

    Time MONDAY TUESDAY WEDNESDAY THURSDAY

    8am

    10

    11

    12

    6
    6

    8pm
    D WORK WEEK
    January 1 (Sunday) to January 7 (Saturday)

    FRIDAY WEEKEND
    RECRUITMENT TRACKER

    DATE OF 1st COMMENT/S DATE OF ACTUAL ADD


    PROFILE OF YOUR PROSPECT CONTACT DATE APPT COMMENT/S ON
    WEEK OF NAME OF RECRUIT RECRUIT NUMBER REFERRED BY DATE CALLED WAS SET CALL MADE INTERVIEW/ OF 1st
    CMP INTERVIEW INDIV GRP

    1
    2
    3
    4
    5
    6
    7
    8
    9
    10
    11
    12
    13
    14
    15
    16
    17
    18
    19
    20
    21
    22
    23
    24
    25
    26
    27
    28
    29
    30
    31
    32
    33
    34
    35
    36
    37
    38
    39
    40
    41
    42
    43
    44
    45
    46
    47
    48
    49
    50
    COMMENT/S DATE
    OF ADD ENROLLED LMS
    MONTHLY ADVISORS ONBOARDING AND

    DATES COMP
    LMS TRAD TRADL IC
    ADVISOR CODE TRAINING EXAM
    ILP TRAINING ILP EXAM

    10

    11

    12

    13

    14

    15

    16

    17

    18

    19

    20
    ONBOARDING AND TRAINING TRACKER

    DATES COMPLETED
    OFFICE TOUR ABC TECHX PRODX HEALTH RX GI ARA
    DATES
    JOINT FIELD WORK TRACKER

    TYPE OF FACT
    JFW OPENING FINDING PRESENT CLOSING SALE

    No. ADVISOR CLIENT'S NAME DATE OF CALL ADVISOR'S


    Indicate if done by Manager or Advisor. If done by Advisor,
    STRENGTHS
    D, O, D&O put remarks whether Good G (Meeting Standards) Needs AMOUNT
    Improvement NI (Not meeting standards)

    10

    11

    12

    13

    14

    15

    16

    17

    18

    19

    20
    D- Demonstrate O-Observe D&O Demonstrate and Observe
    JOINT FIELD WORK TRACKER

    ADVISOR'S DEVELOPMENT NEEDS


    PRODUCTIVITY TRACKER

    QSSR TRACKER PROMOTION AND VALIDATION


    2020 QSSR CRITERIA CASE COUNT/S PVI TITLE
    QUICK START (30 days) 1 Case ADVISORS
    SPRINT (60 days) 4 Cases (cumulative) 120,000 (cumulative) Executive Financial Advisor (EFA)
    RUN (90 days) 8 cases (cumulative) 240,000 (cumulative) Senior Financial Advisor (SFA)
    Financial Advisor (FA)
    Count ADVISORS QS S R TOTAL
    Insurance Advisor
    1 MARCO DELA CRUZ 36,000 100,000 120,000 256,000 The Promotion and Validation Criteria is subject to change w
    2 TONY SILVA 29,000 29,000
    3
    TITLE
    4
    5
    6 MANAGER OF ADVISORS
    7 Executive Unit Head (EUH) Family
    8 Executive Unit Head (EUH)
    9 Senior Unit Head (SUH)
    10 Unit Head (UH)
    ON AND VALIDATION CRITERIA
    PRODUCTION
    (QUARTERLY NBC in Php)
    QUARTERLY CASES 19M PERS

    180,000 9 85%
    90,000 6 85%
    45,000 3 80%
    Auto Termination
    lidation Criteria is subject to change without prior notice.

    ANNUAL ANNUAL
    PVI in Php PVI in Php Average AA #FAs & up
    (Unit) (Family)

    2,400,000 9,600,000 4 (12 family) 3


    9,600,000 9 3
    4,800,000 6
    2,400,000 4

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