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18 - Target Monitoring Process

The document outlines a target monitoring process that involves setting sales and enrollment targets at the beginning of each period, updating those targets in a tracking system, circulating daily updates on achievements to teams, and conducting weekly reviews of performance, areas for improvement, and feedback.

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ilovesomeone
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© Attribution Non-Commercial (BY-NC)
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98 views

18 - Target Monitoring Process

The document outlines a target monitoring process that involves setting sales and enrollment targets at the beginning of each period, updating those targets in a tracking system, circulating daily updates on achievements to teams, and conducting weekly reviews of performance, areas for improvement, and feedback.

Uploaded by

ilovesomeone
Copyright
© Attribution Non-Commercial (BY-NC)
Available Formats
Download as PPT, PDF, TXT or read online on Scribd
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Target Monitoring Process Objective:To monitor sales achievement on a daily basis To monitor FC enrollment & KYBC made on a daily

basis To monitor Global counts done

SOP Training Module version 2.0

Target Monitoring Process


Updating of Targets in the Units:
Sales targets and First Citizen targets are sent to Unit Head by Services Office on a half year basis (H1 & H2) which is passed on to the unit coordinator. Target is then broken down into period/week/day basis. Sales Target should be updated in Infozone 7 days before the beginning of the new Period. First Citizen target should be updated in Infozone 7 days before the beginning of the new Period. Unit Coordinator daily updates the sales target in Target & Achievement file (in excel format) as per category handled by the DMs/ROM and uploads it in the Infozone to track sales target. First Citizen desk daily updates FC targets in CCA enrollment file (in excel format) and uploads it in the Infozone to track FC enrollment.

SOP Training Module version 2.0

Target Monitoring Process


DMs to monitor, circulate and update their teams with the following

Sales target and achievement sheet to CCAs on a daily basis

SOP Training Module version 2.0

Target Monitoring Process


First Citizen achievement to CCAs on a daily basis

SOP Training Module version 2.0

Target Monitoring Process


Weekly Reviews
To be conducted by the immediate supervisor (i.e. DM with his CCAs, ROM with DMs and Unit Head with ROMs ) on targets and achievements and also for :-

Achievement vs Target Review of sales and stock situation Areas of concern Customer feedback Competition feedback CSI & Mystery Shoppers Scores

SOP Training Module version 2.0

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