Objectives: 1. To encourage use of Management activities in doing important management tasks
2. To make this process more efficient
3. To train mindset psycbe of staff in management process: PDCA, to come up with leaders rather than paid hands.
Background: 1. Many violations
2. Many undocumented procesures; porjects; uncontrolled costs and expenses
3. Uncooordianted activities, tasks
4. The format has changed.; SOMEBODY EDITED THIS AND CONTENTS WERE LOST/OMITTED
Let us change and use this new format and use this
What: New PDCA format
When: For Execution this October
Who: All staff when requesting funds in excess of P10,000.00
To be enforced by Accounting, Senior Staff
How: see the proposed format'
Communicate workshop on how this is to be done
1. Prepare in copies:
2. Approving copy (ho)
3. Approved copy
4. Monitoring/checking copy
5. Ovesight /audit copy
Plan
1. Title/Subject 2. Submitted by: Office Date
3. Porblem 4. Suggested solution
5. What is the problem
6. Suggested solution/s
7. Cause analysis: wHY why why why
8. Classification: __Sales Increase:: __ Marketing Collaterals __Discounts __More com __Events __ Additl com __Adv Promo -- Better product
__Costs expense reduction: __new machinery __repairs __new software __new project __ Others
9. Resources required PHP amount 10. ROI computaiton 11. % returns
11. Old situation
12. Proposed new situation
13. Advantates BENEFITS to stakeholders of the proposal:
Customers outside
Custoemers inside
Public
B. DOING/Execution
Who will execute:
Who will supervise
Timeline
Who will maintain the equipment/supervise the proposal
What happens if the proposal becomes obsolete/or machine becomes outdated
C. Checking:
1. Reports to be submitted by the proponet (suggest format and items to be reported) Freuency Key points for reporting
Levels of report: supervisory, managerial, Board
2. Person in charge in checking
3. Oversight review: when?
4. Were anticipatted problems solved;
5. What new problems cropped up and solutions
D. Do
1. Degree of confidence in execution of this project
2. What to do in case of failure/project does not work oout
3. Plan B
Authors and approvals:
Prepared by Noted by: APPROVED BY: OVERSIGHT/AUDIT
Date ____
