EXCHANGE PIPELI

Why should I set goals for Ra, Ma, Re?

1 Goals give a clear direction for the year
2 The year plan should reflect actions to meet these goals
3 Performance tracking is tangible based on goals
Cys that track their goals on a daily basis have also been able to reach these goals
4

It is important for us to set goals for every stage in the exch

Matches and Realizations. This allows us to have an overview of every step in the proc
identify bottlenecks and find solutions at a faster pace.

How do I set goals?

Realizations
1 Based on historical data for the last 2 years, calculate the % of Re your country does from Jan – Ju
2 Split the 2009 and 2010 calendar year goal based on this % between Jan – June and June – Dec
3 Add the numbers for June – Dec 09 and Jan – Jun 10 to get the Re goal for your term
4 Calculate the % contribution of each month in July 08 - June 09 to the total achieved in 08 09
Split the 09 10 term goal across the months based on the %contribution of months from the previ
5
Apply the realization rate and delivery time to your current available pipeline to get the number o
6 If this number is the same as your goal then its excellent, if it is less then you need to split the rem
7

Raises
1
Use the Re rate & Ra – Re Delivery time to calculate the number of raises
2 If you need to achieve 40 realizations in August, your delivery time is 2 months and Re rate is 50%
3 Based on this calculate raises per month for your term

Matches
1 Use the Ma – Re error margin & Ma – Re Delivery time to calculate the number of Matches
2 If you need to achieve 40 Re in August, your Ma – Re Delivery time is 1 month and Ma – Re error m
3 Based on this calculate matches per month for your term

How do I track these goals?

1 Track your Ra, Ma, and Re goals on a daily basis if possible (The data is available on MyAIESEC.ne
2 Update the tracking sheet so you the current state compared to your goals and can identify key t
3 Track matches on a weekly basis by using Manage Forms on MyAIESEC.net - Copy paste the Matc
=Mid(Select the cell with the TN/EP ID, Position of the Cy code, Number of digits) Refer to exampl
Release bi-weekly exchange performance update for LCs with Ra, Ma and Re numbers
4
IT'S ALWAYS GOOD TO ADD A PINCH O
 EXCHANGE PIPELINE GOAL SETTING

these goals

r every stage in the exchange pipeline - Raises,

f every step in the process. It also lets us

country does from Jan – June, and from June – Dec

an – June and June – Dec
or your term
otal achieved in 08 09
n of months from the previous year
peline to get the number of forms you will realize in the coming few months
en you need to split the remainder between months post the delivery months of your available pipeline

es
months and Re rate is 50% then you need to raise (40 + {50/100*40}) in June

number of Matches
month and Ma – Re error margin is 10% then you need to match (40 + {10/100*40)} in July

available on MyAIESEC.net – Statistics – Country data)

oals and can identify key trends to support growth
.net - Copy paste the Matched data from Manage forms into an excel sheet, Use a formula to create Cy and LC
r of digits) Refer to example on the last sheet
and Re numbers
OD TO ADD A PINCH OF AMBITION TO YOUR GOALS!
your available pipeline

40)} in July

a formula to create Cy and LC columns

Overview
TN SIDE
Q1 Q2 Q3
Jan Feb Mar Apr May Jun Jul Aug Sep
Raise
Goal 0 0 0 0 0 0 0 0 0
Actual 0 0 0 0 0 0 0 0 0
Match
Goal 0 0 0 0 0 0 0 0 0
Actual 0 0 0 0 0 0 0 0 0
Realize
Goal 0 0 0 0 0 0 0 0 0
Actual 0 0 0 0 0 0 0 0 0

Don't fill this sheet!

Use the TN and EP sheets to fill your goals for Raises, Matches and Real

This page will update automatically to give you an overview of your LC'
 EP SIDE
Q4 Q3 Q4
Oct Nov Dec Total July Aug Sep Oct Nov
Raise
0 0 0 0 Goal 3 9 27 9 6
0 0 0 0 Actual 0 0 0 0 0
Match
0 0 0 0 Goal 2 3 16 5 3
0 0 0 0 Actual 0 0 0 0 0
Realize
0 0 0 0 Goal 1 0 1 1 1
0 0 0 0 Actual 0 0 0 0 0

Matches and Realisations by pool. Then, update the spreadsheet regularly with your act

erview of your LC's Exchange Performance.

 EP SIDE
Q4 Q1 Q2
Dec Jan Feb Mar Apr May Jun Total
Raise
9 0 0 0 0 0 0 63
0 0 0 0 0 0 0 0
Match
3 0 0 0 0 0 0 32
0 0 0 0 0 0 0 0
Realize
0 0 0 0 0 0 0 4
0 0 0 0 0 0 0 0

ularly with your actual numbers.

 TN SIDE
Q1 Q2 Q3 Q4
Jan Feb Mar Apr May Jun Jul Aug Sep Oct
MT
Goal Ra
Actual Ra
Goal Ma
Actual Ma
Goal Re
Actual Re
DT
Goal Ra
Actual Ra
Goal Ma
Actual Ma
Goal Re
Actual Re
TT
Goal Ra
Actual Ra
Goal Ma
Actual Ma
Goal Re
Actual Re
ET
Goal Ra
Actual Ra
Goal Ma
Actual Ma
Goal Re
Actual Re
 MT Matches - Goals Vs A
Q4
12
Nov Dec Total
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 EP SIDE
Q1 Q2 Q3
Jan Feb Mar Apr May Jun Jul Aug Sep
MT
Goal Ra 0 2 2 2 0 2
Actual Ra
Goal Ma 1 0 1 1 1 0
Actual Ma
Goal Re 1 0 1 1 1 0
Actual Re
DT
Goal Ra 2 5 15 5 5 5
Actual Ra
Goal Ma 1 2 10 3 2 2
Actual Ma
Goal Re
Actual Re
TT
Goal Ra 0 0 0 0 0 0
Actual Ra
Goal Ma
Actual Ma
Goal Re
Actual Re
ET
Goal Ra 1 2 10 2 1 2
Actual Ra
Goal Ma 0 1 5 1 0 1
Actual Ma
Goal Re
Actual Re
 MT Matches - Goals
Q4
5
Oct Nov Dec Total
4
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