SBU admin plan for SBU Financial Controller - Edited 2025 *

 .  Job title   SBU Finance Controller

          (other titles:  Accounting Assistant)

    2.  Reports to:   HO Accounting and Finance Officer/ SBU in charge

    3.  Relationship to the customer/external 

          1.  Directly related to customer relations acquisition, satisfaction and recall

          2.  Ensures high level of customer experience

    4.  Overall description

         Maintain over all accounting and finance operations at the sbu:   ap, icr (ar) and general

        accounting

    4  Qualifications:

       1.  Academic college education, 

       2.  Experience at least  years in same work 

       3.  EQ mature, does not crack under pressure,  has leadership quality, being a man for others.

            passionate  (may malasakit)

       4.  IQ analytical, practices critical thinking, deeply understands the mp business

       5.  Compensation (refer to salary scale)

Output               Tasks                                        Takt              Steps                   Keypoints. standards

ICR totals         1.  Recording                                         1.   From PPA            1.  Not more than 1 mo

                                                                                             OR                        2.  Send collection letter

ICR collection                                                                                                   3,  Arrears

arrears                                                                                                                4.  Forfeitures

AP payment                                                                                                                                                                                                                                          1.  Ageing                     1.  On time

on time                                                                          2.  Follow up HO

Estimated PNL Cash flow

Balance sheet

SBU Admin Plan for Transportation Specialist - Edited 2025 *

 .  Job title   Transportation Specialist

          (Other title:   Driver Mechanic)

    3.  Relationship to the customer/external 

          1.  Directly related to customer relations acquisition:   tripping, and during convoy, or in luxury

               interment where a van is required

          2.  Contriibutes to efficiency in acquiring CS stuff:    refreshment, foold

    4.  Overall description

         Achievement of mobility and transport of customer prospects to close sales

    4  Qualifications:

        1.  Tapos ng high school

        2. Marunong sumunod at makaintindi ng instructions

        3.  Nakakaintindi ng batas trapiko (local at international)

        4.  Marunong magdrive at magkumpuni (basic) o nakakaintindi ng makina

        5.  Honest;   hindi mapaghangad masyado

        6.  Compensation (refer to salary scale)

HO Admin Plan for Project Officer updated 2025

 1.  Job title   Project Officer

    2.  Reports to  Senior Managing Director contractor

    3.  Relationship to the customer/external 

          1.  Ensures that we have inventories for sale (related to GM objectives)

          2.  Make sure repairs, project turn over satisfies customer

    4.  Overall description

         Ensures the on time, quality execution of projects to produce inventories for sale

    4  Qualifications:

       1.  Academic college education, preferably with MBA

       2.  Experience at least 3 years in supervisory capacity

       3.  EQ mature, does not crack under pressure,  has leadership quality, being a man for others.

            passionate  (may malasakit)

       4.  IQ analytical, practices critical thinking, deeply understands the mp business

    5.  Compensation (refer to salary scale)

Job responsibilities and tasks:

Goal:   To generate sufficient inventories for sales, inventories that are attractive, outstanding

             on time and within budget

      Results                             Tasks                                            Time/Takt            Process             Standard

 1.  Project completion          1.  Scrutiny and selection of                                  1.  Pre ci     1.  No past record of

      on time and on budget         qualified contractors                                                                 dispute with project 

                                                                                                                                               2.  Technically and 

                                              2.  Bidding selection of best bids                                                   financially capable

                                                                                                                                               3.  List of satisfied

                                                                                                                                                    project owners

                                                                                                                                               

                                                3.  Awards and contract signing                                             1.  Quality and best

                                                                                                                                                      price

                                                                                                                                               2.  Copy of specs signed

                                                                                                                                               3.  Review and workshop

2.  Sufficient inventories       1.  Obtaining of sdp, topo, docs                                                1.  Hasten the pace - only

     to meet selling                      sb approval, lts,;  sales map                                                     months not years

     cycle                                     monumenting                                                                       2.  Work on project H1

                                                                                                                                                    Sell H2

3.  Project oversight for        1.  Project visit monitoring                                                        1.  Constant/persistent

     defects and delays          2.  Project coverage:  start, execution, turn over                      2.  Utilities completed in

                                                                                                                                                    other inputs complete

                                                                                                                                                    before turn over

                                                                                                                                                    

4.    Innovation

       Projects

       1.  Cost improvement                                                                                                   1.  twice per H

       2.  Project attraction                                                                                                     2,  completes asap

5.   Other tasks that

      will be assigned from

      time to time

6.  Innnovation initiatives                                                                                                    1.  1x/H1/H2

     on 1.  Administrative tasks

     2.  process  3.  materials

    

Admin Plan for the General Manager - COO 3ffb updated 2025

Admin plan for General Manager COO

Executive Officer

    1.  Job title  GENERAL MANAGER COO

    2.  General description:   Ensures the achievement of Key Result Areas:   Sales Collection, Growth

                                             of the company

    2.  Reports to the Board of Directors

    3.  Relationship to the customer/external 

         1.  Ensures better customer experience

         2.  Year on year on increase in number of satisfied customers

         3.  Increase in sales and collection year on year on

    4  Qualifications:

       1.  Academic college education, preferably with MBA

       2.  Experience at least 3 years in supervisory capacity

       3.  EQ mature, does not crack under pressure,  has leadership quality, being a man for others.

       4.  IQ analytical, practices critical thinking, 

    5.  Compensation (refer to salary scale)

Job responsibilities and tasks:

      Results                             Tasks                                            Time/Takt            Process             Standard

   1  Sales target PNL       General supervision of HR, Finance    constant      1.  Hiring              the best

 

                                        Marketing                                                                 2,  Training          passion, professional

                                                                                                                       

                                                                                                                         3.  Delegation      clones

                                                                                                                    

                                                                                                                         4.  Self 

                                                                                                                              Improvement    ala MBA

                                                                                                                        5.  Hire good cfc

    2.  Company  growth  .  On time and at cost project completion               1.  Support projects   No delays

                                    

                                          Addition of inventories                                         2  New Projects         Urban populated

                                         New Products in memorialization                                                           areas, high ROI

                                                                      

                                                                                                                                                       COMPLETE CAPACI

     3.  Innovation initiative                                                                                                               TATED STAFF

                                       Product service additions                          1.  Encourage kaizen   one a month

                                      Product service innovation                         1.  Go to gemba           once a month

                                                                                                          2.  Study competition 1x/6 month

    4.  Conformance to    DHSUD, BIR, LGU                                 1.  Pay fines

         government                                                                       2.  Assign fup in charge    monthly

        REQUIREMENTS                                                           3.  Prevent slips ups

4.  Other tasks that may be assigned from time to 

5.  Innovation initiatives                                                                 1.  1/Qtr innovation on process

                                                                                                              technology, materials

A good job description (an admin plan)

 Purpose of job description:

    1.  To attract applicants

    2.  To make clear what they will do

    3.  To make systematic the relationship of the jobs in the company and results

Contents:

     Heading

    1.  Job title

    2.  Reports to

    3.  Relationship to the customer/external

    4  Qualifications:

       1.  Academic

       2.  Experience

       3.  EQ

       4.  IQ

    5.  Compensation (refer to salary scale)

Job responsibilities, processes:

      Tasks                        Processes              Takt (Time)      Standards/keypoints

.....

   Innovation duties

   Other tasks that may be assigned from time to time

3ffb Administrative Plans Draft

TO        :   HR

Thru:        GM Madel

Subject:      Outline of Master Administrative Plan for 3ffb 

O    : 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 new hires are unfit.

     7.  We do not yet have majorem staff which even govt agencies questioned.  This is for more than a year and a half

    8.  We often find our selves disappointed with the newly hired staff because:

         1.  he did not understand his job/description;

         2.  he/she failed to connect with the organization and its goals and objectives

         3.  no proper training/mentoring, as contained in the admin plan was done

What:  ADMINISTRATIVE PLAN FOR 3FFB 

To let the 3ffb new staff, Marjorie and Rizza understand their jobs and where theyt 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, Philhealth, HDMF

         accountable forms

         purchasing

         inventories :  materials, plots for sale  (actual and reports)

         sales report

         Financial Reports:

            PNL

            Cash Flow

            Balanced Statement of Condition

            Audited