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    This document provides guidelines and requirements for the new business team at Collegedunia regarding compliance, mandates, daily planning and reporting, meeting processes, and communication. It outlines expectations for maintaining allocated accounts, conducting and documenting meetings, completing a daily reporting summary with key metrics and work updates, following processes for meeting confirmation emails, minutes of meeting documents, and expense reimbursement. Communication standards are also established around using official emails and creating WhatsApp groups while following acknowledgment and attention guidelines.

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    3. Compliance and Mandates

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    This document provides guidelines and requirements for the new business team at Collegedunia regarding compliance, mandates, daily planning and reporting, meeting processes, and communication. It outlines expectations for maintaining allocated accounts, conducting and documenting meetings, completing a daily reporting summary with key metrics and work updates, following processes for meeting confirmation emails, minutes of meeting documents, and expense reimbursement. Communication standards are also established around using official emails and creating WhatsApp groups while following acknowledgment and attention guidelines.

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    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Flag for inappropriate content
    5 views11 pages

    Compliance and Mandates

    Uploaded by

    nithishkonda12345
    This document provides guidelines and requirements for the new business team at Collegedunia regarding compliance, mandates, daily planning and reporting, meeting processes, and communication. It outlines expectations for maintaining allocated accounts, conducting and documenting meetings, completing a daily reporting summary with key metrics and work updates, following processes for meeting confirmation emails, minutes of meeting documents, and expense reimbursement. Communication standards are also established around using official emails and creating WhatsApp groups while following acknowledgment and attention guidelines.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Flag for inappropriate content
    of 11

    Collegedunia

    Compliance
    & Mandate
    Collegedunia New-Business Training
    2023
    Compliance and Mandates
    for the New Business Team

    Meeting confirmation Allocated Accounts


    Daily Plan & DRS
    and Minutes of Meeting Maintaince
    Daily paln & target Conducted meetings are Post-training all the
    completions are audited audited by MoMs shared allocated accounts must
    by DRS and daily plan with Clients and in DRS. have POC, seat details,
    etc.

    Click here for Video Explainer


    Daily Plan
    for the New Business Team

    Link to the form:


    Click HERE
    Daily Reporting Summary
    for the New Business Team

    Number of
    Days in System Number of Number of
    Member Meetings done Connected Interviews Overall Mastersheet Proposals
    CDID Designation Work Location (Today's Date - Accounts Accounts Closures
    Name today Calls today Done today Interviews Updated (Y/N) Shared
    Date of Allocated Reached
    Joining)

    DRS

    Daily Summary

    S.no Work Done Learning Time Taken (hrs.)

    Plan of action for the next day

    DRS Summary

    Click here for Sample DRS


    Calling DRS Format

    Purpose Institute Name Concern Person Designation Email Contact No. Current Status Last Status Detailed Comments

    Interview/Meeting

    Calling DRS Format

    Interview Summary

    Name of Dignitary College Name Designation Interveiw receive date Video/Written Interview Link

    Interview Pipeline

    Name of Dignitary College Name Designation Expected Date Video/Written Last Call Status

    Interview Summary

    also share MoM of meetings done in the day.


    Click here for Sample DRS
    Meeting Confirmation
    Mail Type Emails to Include

    Meeting Confirmation/Schedule - Client Respective TL; mom.to@collegedunia.com; Client

    Meeting Details

    Attendees From College

    Attendees From Collegedunia

    Agenda for the Meeting

    Date & Time of Meeting

    Venue

    Click here for Sample MC


    Minutes of Meeting
    Minutes of the Meeting

    Institute/University
    Mail Type Emails to Include
    Date and Time

    Location

    Respective TL;
    Minutes of Meetings
    mom.to@collegedunia.com;
    (MOM) - Client
    Client Attendees

    Agenda

    Minutes of Meeting

    Actions to be taken
    Link here for Sample MOM
    Key Learnings
    Mastersheet

    Link here for Sample Mastersheet


    Communication
    All communication will be done through official email ids.
    WhatsApp groups will be created for instant discussions.
    Do not spam the official groups.
    All doubts should be shared in the WhatsApp group in order to solve the issues for multiple people.
    Q&A sessions will be conducted to cater to all additional doubts where you can ask 1 on 1 with the Team.
    Acknowledgment is mandatory for all communication shared through Email or WhatsApp.
    Pay attention to WhatsApp and Email for all communications.
    Process

    Reimbursement

    HOW TO FILL EXPENSES - CLICK HERE


    EXPENSE GUIDELINES - CLICK HERE
    Thank you! Collegedunia

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