Sales Activity Weekly Action Plan

No. ofActivities
awareness Creation
Strategi Sessions with employees
c targeted on:
Product type
Actions Identify
Carry out
/Initiati target
intensive
ve population Guidelines & procedures
staff re-
& provide
training , Customer service & handling.
public
sensitizatio Strategies (Deposit
education
Carryin n and on
based mobilization, FCY, HRD, E-
awareness Payment...)
Strategies (Deposit
g out the locality mobilization,
creation; FCY, HRD, E-
aggressi & No. of awareness Creation
ve Payment...)
awareness Sessions with customers about:
Total
awaren levels of the
ess target ● Benefit of saving for
population. Number of sessions conducted
Use forums, individuals;
on broadening financial
▪ The impact ofthrough
conferences, understanding their financial
and ● The role of
collaboration toCBE
economic
to national
programs literacy and the
development.
development rolecountry;
of the of CBE ▪
towards national development.
organized
Establish The importance of saving on as
byDistributesynergy
Establish adequate with schools,
food security
educational use them
& poverty
center
synergyfor public
developmen
/promotional education;
reduction
materials etc.
like brochures &
twith
flyers;
partners;
Outlets opening
developmen
Expand tBranch
partners &
opening [1]
bank arrange
accessib information
Provide van based mobile banking;
ility sharing
platforms;
Placing ATMs and POSs at selected sites;
Persiste Evaluate & Improve Current Average waiting
ntly time;
Evaluate Shifting Works & made adjustment
Promot ifStrictly
required;
Implement Compliant Handling
ePrize SystemExpand Windows If necessary
Service
linked
Excelle Evaluate Employees Productivity
promoti
nce
on Undertake prize linked promotion activities
scheme Track large
Enhanc Payments
projects
made/Programs
from large run
purchasers;
by
s
e government or other organizations & provide
money bankingTrack compensation
services on thepayments
sites; made for
trackin farmers, home owners etc.
g Enhance Cross selling activities at the
Cross sel
counter
Presentof theproduct
CBE branch.and services by focusing
Personal
Make on industrial parks, business centers and
Use of other developments in the area
Busines Handle all salary
Expand Introduce payments
Undertake by the Bank
door-to-door
sCustom
Other door-to- marketing activities in the
er
Custom
custom
base
strategi door surrounding;
Provide on -site bank services
er
ers services; for prominent customers
c Action Strengthen relationship with Premium and
retentio
promoti
propose business customers;
n
on and
d by the Promote CBE products in local sales
Develop
progra
branch promotion ,bazzers and
State the proposed festivals
activities
ment
ms and
method
s to
promot
e CBE
product
/s
Activity Weekly Action Plan
Key performance Indicators
No. sessions
No. of Participants
No. sessions
No. of Participants
No. sessions
No. of Participants
No. sessions
No. of Participants
No. sessions
No. of Participants
No. sessions
No. of Participants
No. sessions
No. of Participants
No. sessions
No. of Participants
No. sessions
No.
Numberof Participants
of educational materials
distributed
 No of schools that
working
promote with
Bank’s
the branch
service and products.
·   Number of accounts
·   Incremental deposit
·   Number of accounts
·   Incremental deposit
·   Number of accounts
·   Incremental deposit
·   Average ATM (up time)
·   Average POS up time
·   SDTof
·   No. ofactive
the Bank;
windows on service
throughout
· %age reduction
the day;
in Customers
Complaint;
· Number of additional windows
opened;
· Average number of transactions per
day
· No.per
of Coupon
employee;distributed to
customers;
·   Amount Mobilized;
·   Number of account opened;
·   Number of account opened;
·   Number of account opened;
·   Amount Mobilized;
·   No. of accounts opened;
·   Incremental deposit;
·   No. of accounts opened;
·   Incremental
·   Incremental Account
deposit; served with
salary;
·   No. of accounts opened;
·   Incremental
·   No. of organizations
deposit /customers
(amount)
served with on-site service;
·   No. phone
No.of of customers
call to top
Visited
depositors
per week;
per
week
No of programs to participate in
State the key performance indicator