To: All SBUS
Thru: MRSS/Tina
Date: June 7, 2026
cc: Mam Elvie, admin plan, handbook
SUBJECT: GUIDELINE BRIEF FOR ALL ESPECIALLY THOSE WHO HURRIEDLY JOIN WORKFORCE WITHOUT ORIETATION
Goals 1. Lessen problems and legal expenses when things go wrong
2. To give confidence to staff who are doing unfamiliar job compared to their background and educational background
3. No more excuses, alibis and finger pointing
Background
1. A demand letter has been sent by son of a deceased but who was not a party to the IA nor a lot owner and not only that they have not paid, our staff was abused verbally and could have been avoided if the staff were properly advised, and oriented;
2. The staff lacked FAR when their office was visited; we need FAR - focus, attention and reverence whenever they are talked to.
3. Difficulty with the payables for the tablet; unsupervised staff
4. The guidance and consultation advices have been viewed as dilatory and obstructive but we see results problems that could have been avoided
What: This paper will cover discussion of problems, keypoints and suggested behavior and solutions
COVERAGE:
1. General management
1. Matrix management
2. Tools
3. Reporting (Financial and action reports)
4. Meeting
5. Audit
6. Govt compliance
7. Communication/blogs
2. New projects innovation
1. Metrics - ROI, cash flow matching
2. Fit: location, soil, terrain, closeness to market
3. Absence of permanent difficulty
3. HR
1. Input - Applicants; qualifiications; who not to hire (only for top management)
2. Throughputs: Process (In addition we need passion and caring from the trainor Newbies
as trainor results in chaos)
1. exams - problem solving, attitude
2. interview
3. BI
4. on boarding; documentation jd (admin plans)
5. Orientation graduation/pledge
6. OJT evaluation
7 Salaries/benefits, compliance with governmentals
8. Rewards and punishment
Incentive mechanics
CCD personnel policies
9 Cases:
Dishonesty in attendance reporting; false reports
Non accomplishment of tasks and KPI
4. Operations
1. Proposals (learning to do) via PDCA, writng an action memo; action report
2. Interment
1 IA ,ARU documentation; understanding IA
2. Payment
3. Excavation, preparation
4 Interment checklist dalaw paburol, PNL Cash advance, replenishment
5. Interment execution; post interement tablets grasses
6. 40 days, death anniversaries birthdates
3. Ground cleanliness and beautification (COBS)
4. FFE tpm and inventory
5. Work order and monitoring
6. Case with regards to Dionisio Diaz
5. Marketing - definition
1. Product
2. Features and advantages
3. AATR
4. AIDA; making ads, use of social media
5. The marketing plan (your format or our format)
6. Strategies
7. Action plan/financials
8. Sales and sales management
9. Sales process funnel
1. Building rapport and trust
2. Handling objection
3. Closing sales
4. Sales talk, machiavellian, or Christian approach, determination, passion, understanding your purpose
10. Sales terms: cash, installment
1. NO payment, no account, no interment, no docs, no construction
2. Bank verification deposit slips to be confirmed if deposited/(pumasok sa account natin) -
two cases of fake g cash and deposit transaction
11. Documentation
PPA, CO, Dos; payments check payments; AR use
(cases of fake docs [printed their own CO}
12. Pertinent laws: PD 957, RA 6552 NIRC Estafa (Art 315 of RPC), Solid waste disposal law
PD 856 (Sanitation code
13. Case studies:
1. Selling for bulk buyer in Panga; not selling for us; non selling
2. Faking DOS and CO
3. Fictittious reservation; blank ledgers and customers card
4. No office sales
5. CCD
6. FINANCIALS
1. Imprest system
2. Funds:
Petty cash
Interment (Revolving)
Replenishment
Supporting docs
3. Non cash transaction
1. Bank transactions
2. Confirmation
3. G cash
3. AP
Purchasing process: materials
1. PDCA
2. MRF
3. 3 canvass
4. PO and JO
5. DR with pictures, (% completion report with pictures - no need for pdca)
Com requirements:
1. Copy of ppa
2. Only 20% dp or cash
3. Appointment slip
4. Validity confirmed by SG
5. SEAD
6. Computation by SFC CSS
Budget and transmittal
Check register/release logbook by CA
4. Abstracts 4 classification
5. PNL
What to do next, recommendation
4. Record keeping: (filing) data
1. CRB (abstracts)
2. CDB (the AP)
3. Lots masterlist
4. Interment master list
5. ICR totals, supporting ledgers and docs
6. Archiving of CO DOS, interment, sales map
7. Bank recon/cancelled checks
8. Record keeping system: filing system, records disposal
9 Compliance with govt
Benefits: SSS Philphealth H'DMF BIR
Tax mapping
Loa, handling audit
Annual fILING oF ITR at BIR, GIS at SEC
7. 3 fold duties
1. Obedience - Follow superiors, memo, orientation, instructions
2. Loyalty - pride and respect for the superiors, the company and the product being honest
working only for the company and no one else
3. Diligence:
being detailed
doing job without being told
matic - routine jobs are repeated well and without further instructions
clarity - all details about the jobs, keypoints are clear and understood well;
ask questions and clarify
ALL STAFF WHO RECEIVE SALARIES ARE OBLIGATED AND ARE RESPONSIBLE TO
OBSERVE THE ABOVE
8. Case studies:
1. Unpaid tablets
2. Faking of CO DOS
3. No office sales
4. Fake deposit at banks G cash in Panga HGGMP
I we have:
1. Understood this memo
2 We memorize this and put these in our hears
3. We will observe this as we do our job
Signed: SOCPN
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The contents are property of the author and shall not be used without written consent
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