AGAPE (Annual Goals And Action Plans toward Excellence)

Name: Branch:

I. PLANNING MY MONTHLY BUDGET INSTRUCTION: INPUT ONLY ON YELLOW CELLS

A. BUDGET FOR MY LIVING EXPENSES

HOUSEHOLD EXPENSES

Rent or mortgage, MRI, assoc. dues, real estate tax

Utilities (i.e., water, electricity, phone, internet, cable, LPG, etc.)

Wages for household help, family driver, etc.

Vehicle maintenance expenses, car expenses, car insurance

Non-life/general home insurance

Others (indicate below)

PERSONAL AND FAMILY EXPENSES

Food

Transportation

Doctor, dentist, medicines

Personal allowance

Others (indicate below)

EDUCATIONAL EXPENSES

Tuition and miscellaneous fees

 Books and school supplies

Children's allowance, transportation (school bus)

Others (indicate below)

LUXURY

Weekend recreation

Vacation

Gifts, shopping spree

Club membership, gym, etc.

Others (indicate below)

MISCELLANEOUS EXPENSES

Income and community taxes

SSS, GSIS, HMO

Tithes and love offerings, charities, donations, etc.

Others (indicate below)

TOTAL MONTHLY BUDGET FOR LIVING EXPENSES PhP

B. BUDGET FOR MY BUSINESS EXPENSES

BUSINESS EXPENSES

Mobile phone, internet

 Sales collaterals, office supplies

Entertainment

Gas, transportation, parking fees

Promos and giveaways for clients

Course fees for self-development

Books

Membership fees, license fees

Secretarial, messengerial fees

Others (indicate below)

TOTAL MONTHLY BUDGET FOR BUSINESS EXPENSES PhP

C. MONEY SET ASIDE FOR SAVINGS AND INVESTMENTS

SAVINGS AND INVESTMENTS

Life insurance - personal

Life insurance - family

Regular savings account

Time deposit

Investments (stocks, bonds, mutual funds, etc.)

Emergency fund

Others (indicate below)

TOTAL MONTHLY BUDGET FOR SAVINGS AND INVESTMENTS PhP

II. PLANNING MY OTHER FINANCIAL GOAL

TARGET DATE IN
GOALS AMOUNT
MONTHS
example: downpayment for car 5 200,000.00
Downpayment for Montero Sport 12 548,800.00
TOTAL MONTHLY BUDGET FOR ACHIEVING
OTHER FINANCIAL GOAL PhP
ON: INPUT ONLY ON YELLOW CELLS

AMOUNT PER MONTH

3,000.00

1,000.00

3,000.00

AMOUNT PER MONTH

5,000.00

2,000.00

1,500.00

3,000.00

AMOUNT PER MONTH

-
 1,000.00

3,000.00

AMOUNT PER MONTH

3,000.00

8,000.00

1,000.00

AMOUNT PER MONTH

5,000.00

5,000.00

1,000.00

45,500.00

AMOUNT PER MONTH

800.00
 500.00

1,000.00

3,000.00

5,000.00

10,300.00

AMOUNT PER MONTH

3,000.00

1,000.00

500.00

50,000.00

54,500.00
MONTHLY SAVINGS
40,000.00
45,733.33

45,733.33
AGAPE (Annual Goals And Action Plans toward Excellence)

III. PLANNING MY ANNUAL INCOME GOAL

Remaining months before year ends

INPUT ONLY ON YELLOW CELLS

A. Total monthly budget for living expenses

B. Total monthly budget for business expenses

C. Total monthly budget for savings and investments

D. Total monthly budget for achieving other financial goals

E. Total monthly income requirement (A+B+C+D)

F. Annual income requirement (E x remaining months)

G. Average First Year Commission (std: 30% - 40%)

H. Annual premium target (F/G)

I. Average APE per case (std: PhP 40,000)

J. Number of cases (H/I)

IV. PLANNING MY SALES ACTIVITIES

SUCCESS FORMULA

25 prospects 8 appointments made 4 fact-finding interviews 1 closed sale 12 referrals

SUCCESS
SALES ACTIVITY ANNUAL MONTHLY WEEKLY DAILY
FORMULA
No. of prospects 25 2625 329 83 17
No. of appoinments
8 840 105 27 6
made
No. of fact-finding
interviews 4 420 53 14 3
No. of closed sales 1 105 14 4 1
No. of referrals 12 1260 158 40 8
 8.00

AMOUNT

45,500.00

10,300.00

54,500.00

45,733.33

156,033.33

1,248,266.67

30%

4,160,888.89

40,000.00

105

1 closed sale 12 referrals

ACTIVITY SUMMARY Indicate number of activities and working days per month in the yellow cells
Month 1 Month 2 Month 3 Month 4 Month 5 Month 6
Indicate Month Jan-23 Feb-20 Mar-20 Apr-20 May-20 Jun-20
A. Prospects Approached 30 10
B. Appointments Made 5 5
C. Fact Finding Interview 5 5
D. Closed Case 1 0
E. Referrals 12 2

Appointments
Made/Prospects Approached
F. Ratio (B/A) #DIV/0! 17% 50% #DIV/0! #DIV/0! #DIV/0!

Fact Finding
Interview/Appointments Made
G. Ratio (C/B) #DIV/0! 100% 100% #DIV/0! #DIV/0! #DIV/0!
H. Closing Ratio (D/C) #DIV/0! 20% 0% #DIV/0! #DIV/0! #DIV/0!
I. Number of Working Days 20 20 20 20 20 20

Example If you need 100 cases to achieve your goal, what's your activity target when you app
Target Case Counts for the year 100 (Annual/12) (Monthly/4) (Weekly/5)
Your Ave. Annual Monthly Weekly Daily
Prospects Approached 25 2500 208 52 10
Appointments Made 8 800 67 17 3
Fact Finding Interview 4 400 33 8 2
Closed Case 1 100 8 2 0
 the yellow cells
Month 7 Month 8 Month 9 Month 10 Month 11 Month 12 Success
Total Average
Jul-20 Aug-20 Sep-20 Oct-20 Nov-20 Dec-20 Formula
40 0.1666667 15
10 0.0416667 5
10 0.0416667 3
1 0.0041667 1
14 0.0583333 9

#DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! 25% 25% 33%

#DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! 100% 100% 60%

#DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! 10% 10% 33%
20 20 20 20 20 20 240 20 20 working days per month

at's your activity target when you apply your current activity levels to get 1 sale?
orking days per month