OBJECTIVES

I. FINANCE:
A. To uplift confidentialities of financial roles being handled by Voluntary Service Provider (VSP, Ainah). Only a BOD will handle major maters on Finance. This is especially in dealing with:
1. Withdrawals and deposits at the bank for amount more than Php50,000. Clarifications on responsibilities should the staff lose the money.
2. Only the bookkeeping tasks shall be handled by the VSP.
3. Deposits for investors should never be handled by a staff.

B. Alignment of representation allowance for Signatory/Credential Roles to P6,000 per month

1. Two employees required for accreditation in EMB Central office with specific tenure.
2. President signature
3. Corporate Secretary Signature
4. Corporate treasurer Signature (representation c/o two BODs)

C. Ensure return of investments are properly monitored.

Salaries /allowances to be aligned to 10K Progressive to P15K depending on competency built on every role

II. MARKETING
1. To ensure no recurrence of stagnated Marketing Idea by regular Brain Storming
2. To Revive and widen Pollution Control Advocate (PCA) and connect with Environmental suppliers
3. To consistent create contents in live platforms such as but not limited to Facebook, Insta, Pinterest and Tiktok.

4. To consistently Communicate with existing partner

III. Administrative
1. To consistently conduct update meetings using Trello every 2 weeks with update/feedback, timeline, next action plans and pertinent documentations.
2. To consistently recognize ideas accordingly
3. Reduction of Work From home mode for efficiency

I. Role 1: NEW BOOKS and PARTNER RELATIONSHIPS (Senior Staff / Experienced) – P15K
Goal
Building New Book of Business (BOBs)
development
Building and Maintenance of Business
Partners: Field Marketing and Referral
Programs
CATEGORY A – Staff Level
Details
1. ISO Training
a. thru Private companies: Scout for Trainers
b. certifying Body: Scout for auditors
2. Unique Leadership / company enhancement Trainings (Topics, Trainers,
Materials, Module, Marketing Launching
3. Philippine Government Electronic Procurement
System (PhilGEPS)
4. “Advance” training
5. How to Environmental Trainings
1- Communication with existing partners
2- Research for New partners
3 - Plan, Prepare and Hold Small Conferences/ Events
(Environmental Suppliers, PCA audience as Corporate Social Responsibility
(CSR) activity) with Coordination on materials gathered with Branding
Personel/Team
Measures of success / Report content
1a) Training teasers launch – March 1 2024
1b) Requirements prepared – Jun 1 2024
1c) Certified – June 1 2025
2a) Training teasers Launched – June 1 2024
2b) 1st Training – Sept 1 2024
3a) Requirements gathered March 1, 2024
3b) PhilGEPS accredited – May 1, 2024
4) Training teasers Launched – Feb 1 2024
2b) 1st Training – April 1 2024
5) Training teasers Launched – Feb 1 2025
2b) 1st Training – April 1 2025
1) 1 communication per week per partner
2) 2 new prospects per month
3) 1 per quarter: conference / event / Small group discussion
II Role 2 - BRANDING AND RETAIL MARKETING (Experienced) – P10K
Goal
Branding Development:
Retail Marketing
Marketing Analytics and Idea
Recognitions
Existing Product Continual
Development and Industry /
Competitors Review
Details Measures of success / Report content
1 - Brainstorming on campaigns for marketing pipeline: Zero waste (Air, Water 1a) 2 infographic design per week (teasers and finals)
HW and SW) 1b) 1 2-min video per week
1c) interaction rates in all platforms ratio
- zero uninvited likers on posts
- Dream goal/month: progressive/quarter
1000 likes / reacts
100 comments
- Updated featured posts in FB on training schedules
2 - Digital Marketing fulfillment transition of website 2) December 1, 2023 Transitioned – all platform link visible to
each platform and content
Daily data base scrubbing and updating Weekly presentation Data Base and "reached" outcome update:
50 calls per day minimum as a ALAB team
Idea Recognition and Data analysis on Market Response Idea Recognized> Launched>Reached> sold
1-Customer Service feedback consistency and analysis 1) Challenges/Improvement/expenses involved
2-Trend on all related expenses 2) Implemented Lean improvements
3-Consistent updates on list of competitors 3) Contents and Schedules

I. Role 3 - Lean and Internal Communications (Supervisory BOD/ Experienced) - P20K
Goal
Lean Management and Financial
Analytics
Lean Initiatives and Discoveries
Note:
a. Bluehost – no longer using - 7000/yr
– unlimited email
b. Google domain – P600/yr, but
P658/email add/month: 7896/yr
c. WIX – about 7650
Conclusion: Lower for bluehost even
with multiple email address but ROI
calculation on Website
Balance Sheet
Quarterly Performance Review with
BODs and EMB Accreditations
By-laws regular review
Pertinent Documentation
CATEGORY B – Supervisory Level
Details Measures of success / Report content
1. Transition designs to Share- Canva 1a) Savings declared, new payments method
- with sister company (Infix) - One Slot established, Existing materials saved: Nov 29 2023
1b) Fully Transitioned and Jan 1 2024
2) List of services enlisted,
3 Formal Quotation gathered – October 4, 2023
2. Accounting firm quarterly assessment and review (long overdue goal) 3a) announcement”: Oct 30, 2023
3b) Fully transitioned: Dec 15, 2023
4) October 15, 2023
3. Email address of Lark Ebreo & info (launching preparation for announcement &
coordination with EMB-CO)
4. Optimized Electricity usage
Print quality vs Quantity
Financial trends on sales and expenses 1) Once a month: a. Balance Sheet
Establishment of Accuracy points by Pivot presentations b. Pivoted analysis: recurring expenses month/ month
Recurring expense analysis progress , year/year comparison
Regular Gathering of documents required. 1) BOD meeting: twice a year
Review of all documents
2) Submission of Re-accreditation files: Every, on or
before Oct 12 of every year
- Silent Investor non-uniformity Duties and Responsibilities established:
- Expectations for BOD Officers Role (President, Treasurer, Secretary)
- Floating clarity on Silent investors
- Facilitate payment to investors ending 5years
Monthly update on Financial Statement, Financial Statement (Running Breakdown of
profit per Initial investor yr/yr), Most update GIS Copies, SEC, BIR files, most updated
re-accreditation files
- Identification of Confidential Files
II. Role 4: Administrative: (Supervisory/ Experienced)

Revisit administrative tasks of Current Supervisor Post

Laws and status Recruitment: OJT and Part-timers Refresher: 1/quarter
Process Updates Status: 2.month
Contract cycles and Termination
Privacy
Safety
Energy Savings
Work From Home frequency
KPI monitoring and solidification Technical, Tardiness, Leaves, coaching feedback)
Materials Management Equipment, Workstation materials - preparations for new volunteers/ Hires,
Office Aesthetic, depreciation
People welfare Activities
Quality Monitoring Calls and content