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Plan to Grow! Promote to Team Leader 2014

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Vikki Finan

on 22 August 2014

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Transcript of Plan to Grow! Promote to Team Leader 2014

Targets by FY13:

6.1 Improved processing period of loan release for reloan clients from 7 to 3 days.
6.2 All branches are trained on customer service satisfaction.

Month 1
Plan and recruit
Get yourself ready, get your family ready, and find some team members during these planning weeks. It's going to be a fun ride!
1. FIND A FRIEND (or two or ten)


Be sure to book lots of events where you'll meet new people!

It's OK to book more than you want to work. Think BIG!!!
Month 2
Your first qualifying month!
You and your growing team will be working this month to make $2000 in group sales. It's so easy when you are consistent!
1. Find at least 2 more team members. (Even if you already have 10)

2. Do 6 - 8 personal events.
Home Shows & Facebook Shows are the easiest, fastest, most profitable and the best place to meet new team members!

Preschool Book Fairs and Booths are great additions!

Cards for a Cause and Literacy for a Lifetime are nice "background business."
By the end of THIS month you'll need:
$2000 in net GROUP sales ($750 of this are your personal sales)
$750 in net PERSONAL sales.

THREE personal recruits who reach $750 net during their incentive period AND by your promotion date.
*You have one more month for them to reach this goal.
THREE active personal recruits. Usually these are the same as the above recruits.
5. Strengthen institutionalize of Clients’ Protection Policy in CEVI’s
programs and policies.
Targets by FY13:

5.1 Enhanced implementation of feedback mechanism such as the Textklamo,
suggestion box and clients exit survey.
5.2 CEV’s client’s feedback and grievance mechanisms orientation integrated during
Pre-Credit Training (PCT).
5.3 Conducted client’s satisfaction survey in the review of products, services,
policies and procedures.

6. Improve customer service delivery to attain high client retentio
Your second qualifying month!
1. $750 in PERSONAL net sales.
By the end of this month you'll need:
2. $2000 in GROUP net sales.

3. THREE recruits who are Success Bound - Have sold $750 net during their incentive and BEFORE your promotion date.
4. THREE active recruits. Usually the same as your Success Bound folks.

You'll be finishing up your requirements, you'll have 3 Success Bound & Active recruits and you'll be a Team Leader by month's end!
1. Add two more team members!
4. Work with your leader to help your team and CHECK THOSE NUMBERS!!!

5. Management Information Systems are well established to generate timely
and accurate to be used for decision-making.
Targets by FY13:

5.1 Automated MIS effectively used in generation
of reports and performance analysis.
5.1 SUN system implemented.
5.3 HR System developed.
5.4 Asset inventory system implemented
6. Standard business processes are periodically reviewed and updated for
organizational security and risk management.
Targets by FY13:

6.1Departmental Manuals developed, reviewed and approved.
6.2Standard Business Processes implemented.
6.3 Risk Management Framework approved
7. Improve Audit Functions to strengthen internal control, risk management
and governance process.
Targets by FY13:

7.1 Internal Audit Department performed Audit engagements to all branches
including headoffice functions.
7.2 IAD staff attended at least 40 CPE (Continuing Professional Education) units
on Audit related trainings.
7.3 Appropriate Human Resource for Internal Audit function is in placed to achieve
specialize Audit engagements.
Month 4
You are a TEAM LEADER!
You are making an extra 11% on your OWN home show sales AND those of your team! You'll continue to work with your own team leader to train and motivate your own team. Congratulations!!!!
Success Express
Promote to Team Leader by the first of the month following your first twelve weeks and earn even MORE!
$300 in free product of your choice!
$200 CASH bonus!
Month 3
A Leader Story...Continued
Team Leader Plan 2014
Just share. With everyone.
Let THEM decide!
Encorage your team members to do the same!
3. Work with your Team Leader to train and motivate your team and stay on top of numbers!
And you'll want to be on your way to:
5. A Team Leader agreement on file at the Home Office.

2. Do 6 - 8 personal events.
3. Work with your Team Leader to train and motivate your team!

By the end of the third month, receive $500 CASH when you have:
$750 Personal Net Sales each month
$2000 Central Group Sales each month
5 Success Bound Recruits
Here's a flyer you can print and post!
Full transcript