Professional

Quarter 1-Apr-Jun-2020
Financial Goal
Increase

Health & Physical Reduce weight controlled diet 10 kgs

GTD/Getting things
done/Execution/Strategy/
goal & goal setting/Cyber
one course each security introductory/
Upgradation goal quarter Career edge
Not completed
Reading goal To read 48 laws of power
Reread once again Managing success
Reading The laws of human nature
Travel Goals
/Outing/Entertainm
ent
Not done
Meditation Goals

Achievement

Reward
Quarter 2-july- Quarter 3-Oct- Quarter 4-Jan
Sep-2020 Dec-2020 2021-Mar-2021

5 kgs 5 kgs 5 kgs

Six sigma-green Six sigma-green

belt revise /black belt revise /black
belt belt
certificate/lean certificate/lean
5S/ Kaizen / 5S certificate certificate
Questions to be asked

WHAT //WHEN // WHAT TYPE

WHERE //WHY OF Financial
//HOW // Goal Increase in income

No job, Trident,//new
agency regn,//other
WHAT IS companies /one more
EXISTING new agency TO DO

JOB= 100-150
people +
JOB operations

TRIDENT=120
TRIDENT 500 per head people

Company=60
XYZ 500 per head people

432 per child =[Rs 15k rent @ Rs 50

per head//, 7.5 k peon @ Rs 25 per
head// Rs 15k centre head@ Rs 50-Rs
75 per head// Rs 100 per head for mktg
and other expenses // Rs 150-173 left
per head EDN sector-

Agency=60
NEW 500 per head people

NEXUS= 50 lacs
NEXUS NEXUS pm turnover

Company=60
RSPL 500 per head people

Mayur =60
MAYUR 500 per head people
 personal
entertainment
expense = Rs
REWARD-- VERY WHY TO 25k pm-Rs
IMPORTANT INCREASE 300000 total

Personal Expenses

HOW TO
INCREASE
Quarter 1-Apr-Jun Quarter 2-july- Quarter 3-Oct.- Quarter 4-Jan
2020 Sep-2020 Dec-2020 2021-Mar-2021

Income upto 90 k Income upto 120 k Income increase

pm Income 90k+ TOTAL pm TOTAL to Rs 150 k pm

from job=45 k from job=45 k 45 from job=45 k from job=45 k from job=45 k

Trident =15 Trident =50 Trident == 75 Trident = 120

people =7.5 k people 25 people 37.5 people =

Pioneer - (10 Pioneer - (30 pioneer (60

people) people) 15 people ) 30 (90 people )

EDN Sector-100-
START 50-75 10 EDN sector-75-100 15 150

Own Own business

business=(10 Own business=7.5 Own business=15k -22.5 k (45
people) 5 k k (15 people) 7.5 (30 people) 15 people)

Nexus- 50k Nexus- 50k 50 Nexus- 50 k Nexus- 60 k

RSPL- 7.5 k RSPL- 7.5 k 7.5 k (30 people )15 k (45 people )22.5 k

consult - (15 consult - (15

people) 7.5 k people) 7.5 k 7.5 k (30 people )15 k (45 people )22.5 k
 saving of 9 lacs
clear CC bills complete -by sep. 20 Rs buy a car- By Sep -12 lacs-by
17k // ,clear HR bills -Sep. 20 2020-50k-5 lacs March 2021

60 k pm 60 k pm 60 k pm
 Quarter 1 April
2021-June 2021

Income increase
TOTAL to Rs 180 k pm TOTAL

45 from job=45-60 k 60

Trident- 150
60 people 75

60 k=( 120
45 people) 60

30 EDN Sector-150 45

Own Business- 30
22.5 k -( 60 people) 30

Nexus- 60 k

30 k =( 60 people)

30 k =( 60 people)
 Single Branch recurring expenses minimum - 150000-= 100 people- upto
RECURRING EXPENSES No people People people
150 300 450
Gross Margin 1500
Gross Margin 225000 450000 675000

Office Rent 10000 15000 20000

Stationary 5000 10000 15000
Marketing expenses 10000 15000 20000
Miscellaneous expenses 5000 15000 15000
Sales Manager 30000 40000 50000
HR & Admin Manager 20000 25000 30000
Office Executive 1 15000 15000
Office Boy/Peon 1 5000 5000 5000
Housekeeping 1 5000 5000
Account Mgr 20000 30000
Accountant 20000
operation manager 25000
Ops Mgr Fuel 0 5000 5000
Ops Mgr Mobile 0 500 500
Asst Ops mgr 20000 20000 20000
Asst mgr ops Fuel 3000 3000 3000
Asst. Mgr Ops Mobile 500 500 500
Training Officer 1 20000 20000
Training Officer 1 20000
Training Oficer (fuel) 1 3000 3000
Training Officer(mobile) 1 500 500
Training Oficer (fuel) 1 3000
Training Officer(mobile) 1 500
Supervisor 2 20000 20000 20000
Supervisor( fuel) 2 6000 6000 6000
Supervisor(mobile 2 1000 1000 1000
Supervisor 2 20000 20000
Supervisor( fuel) 2 6000 6000
Supervisor(mobile 2 1000 1000
Supervisor 2 20000
fuel expenses 2 6000
Mobile expenses 2 1000
Supervisor 2
fuel expenses 2
Mobile expenses 2
Supervisor 2
fuel expenses 2
Mobile expenses 2
CORP Savings/CRR 10% 45000 67500
Net expenses 135500 316500 474500
net saving- 89500 133500 200500
Total 225000 450000 675000
mum - 150000-= 100 people- upto 750 people
Gross profit margin 2000
600 750 Minimum profit margin 1500
At par profit margin 1000
900000 1125000 Months payment

25000 30000
20000 25000
25000 30000
15000 15000
60000 75000
35000 40000
15000 15000
5000 7500
5000 7500
30000 30000
20000 20000
25000 25000
5000 5000
500 500
20000 20000
3000 3000
500 500
20000 20000
20000 20000
3000 3000
500 500
3000 3000
500 500
20000 20000
6000 6000
1000 1000
20000 20000
6000 6000
1000 1000
20000 20000
6000 6000
1000 1000
20000 20000
6000 6000
1000 1000
20000
6000
1000
90000 112500
554000 643500
346000 481500
900000 1125000
 Disbursement Formula
RECURRING EXPENSES No people People people
150 300 450
Gross Margin 1500
Gross Margin 225000 450000 675000

Corp Savings 0 0 45000 0 67500 0

Net Savings 89500 0 133500 0 200500 0
Dividend disbursement 5% 4475 0 6675 0 10025 0
Dividend disbursement 5% 4475 6675 10025
Dividend disbursement 5% 4475 6675 10025
Dividend disbursement 0 0 0
Dividend disbursement 80% 71600 106800 160400

SIP Savings 71600 35200 53600

Balance `
Outings 10%
Socialising 10%
Medical emergency 10%
Other Emergency 10%
Miscellaneous 10%
other savings 10%
XYZ 10%
PQR 10%
ABC 10%
MNO 10%
 600 750

900000 1125000

90000 0 112500
346000 0 481500
17300 24075
17300 24075
17300 24075
0 0
276800 385200

160400
116400 108400 224800
11640 10840 22480
11640 10840 22480
11640 10840 22480
11640 10840 22480
11640 10840 22480
11640 10840 22480
11640 10840 22480
11640 10840 22480
11640 10840 22480
11640 10840 22480