MONTHLY REPORTMONTHLY REPORT Oct, 2009 - Oct, 2009 - Training dept.Training dept.

Presented by Que Huong

OUTLINEOUTLINE

• Training activities this month

– Highlight points

– Total classes we conducted

– Some analyzes for lost ratio of new agents.

• Training activities next month

• All insurers joined the meeting at Manulife plaza. Contents:

– Compile the same “Basic life insurance training program” to get license from MOF

– Suggest MOF: if agent get license from A insurer and they transfer to other, no need to take a test

NEWS!NEWS!

1. ESTABLISH NEW DEPARTMENT 1. ESTABLISH NEW DEPARTMENT

Business Needs:

• To match with the increasing & development of Sales force

• To enhance training system better day after day

• To re-organize training chart in training department

Therefore we propose to create a training planning department

1. ESTABLISH NEW DEPARTMENT1. ESTABLISH NEW DEPARTMENT

Functions & responsibilities

• Making training plan

• Designing & revising training programs

• Implementing all training programs effectively to nationwide.

• Researching, implement and make plan for recruiting & setting policy for trainer.

• Systemizing training material for study and develop.

1. ESTABLISH NEW DEPARTMENT1. ESTABLISH NEW DEPARTMENT

Functions & responsibilities

• Making training plan to support agencies get all kind of certificates.

• Setting up criteria for performance appraisal of trainer & trainee.

• Setting up training room at well location.

• Preparing training budget;

• Making training course statistic;

1. ESTABLISH NEW DEPARTMENT1. ESTABLISH NEW DEPARTMENT

Functions & responsibilities

• Setting up e-learning system;

• Collecting all information in the industry especially in training.

Human resource

• 1 manager

• 2 planning & development officers

2. REGULATIONS IN TRAINING & TEST2. REGULATIONS IN TRAINING & TEST

Fraudulent Penalty

Fraudulence in

attendance

Attendance - If the attendance is not our agent: • Make report• Asks the attendance getting out of class • Not attend our training course forever.

- If the attendance is our agent: • Make report• Ask the attendant getting out of class• Terminate agent contract • Not join our sales force forever.

BM/SM/Pre-BM

Send warning letter to SM/Perm & BM

2. REGULATIONS IN TRAINING & TEST2. REGULATIONS IN TRAINING & TEST

Fraudulence Penalty

Fraudulence in doing test

Attendance - If the attendance is not our agent: - Make report- Ask the attendance getting out of test

room - Cancel test paper- Not attend our training course forever.

- If the attendance is our agent: - Make report- Ask the attendance getting out of class- Cancel test paper- Terminate agent contract - Not join our sales force forever.

BM/SM/Pre-BM

Send warning letter to SM/PreBM & BM

2. REGULATIONS IN TRAINING & TEST2. REGULATIONS IN TRAINING & TEST

• If SM receive 2 warning letters, terminate SM/Pre-BM contract

• If BM receive 4 warning letters, terminate BM contract

3. TRAINING ACTIVITIES THIS MONTH3. TRAINING ACTIVITIES THIS MONTH

• Coaching new trainer & fresh trainer (HCM&HN)

• Delivering workshop for BM

• Developing trainers

• Recruiting new trainer

• Holding the test seriously & strictly.

FRESH TRAINER DEVELOPMENTFRESH TRAINER DEVELOPMENT

3. ACTIVITIES THIS MONTH3. ACTIVITIES THIS MONTH

HA NOI DANANG CANTHO HCM

AS+IA 3 2 2 3

IA 2 2 1

BDO 1 1

WS 2

PREBM 1 1 1

TOTALTOTAL 77 55 44 66

BDO COURSE 2BDO COURSE 2ndnd IN HCMCIN HCMC

StudyPlay game

Practice to be trainer

4. The ratio of pass to register is 64%4. The ratio of pass to register is 64%

Office RegisterFinish course

Take test PassPass/

registerLost/ register

HN 4831 3350 3290 3109 64% 36%

DN 727 479 479 468 64% 36%

HCMC 1797 1248 1243 1206 67% 33%

CTHO 375 198 192 191 51% 49%

Total 7730 5784 5204 4974 64% 36%

From 1st ~ 10th working month

4.1. Lost by not going to class: 26%4.1. Lost by not going to class: 26%

OfficeRegister Show up

Not go to class/ register

Amount Ratio

HN 4831 3536 1295 27%

DN 727 583 144 20%

HCMC 1797 1429 368 20%

CTHO 375 236 139 37%

Total 7730 5784 1946 25%

4.2. Lost by not finishing class: 6.6%4.2. Lost by not finishing class: 6.6%

Office Register Show upFinish course

not finished/ register

Amount Ratio

HN 4831 3536 3350 186 4%

DN 727 583 479 104 14%

HCMC 1797 1429 1248 181 10%

CT 375 236 198 38 10%

Total 7730 5784 5784 509 6.6%

4.2. Lost by not joining test: 0.92%4.2. Lost by not joining test: 0.92%

Office RegisterFinish course

not joining test/register

Amount Ratio

HN 4831 3350 60 0.12%

DN 727 479 0 0%

HCMC 1797 1248 5 0.28%

CT 375 198 6 1.6%

Total 7730 5784 71 0.92%

4.3. Lost by fail test: 2.9%4.3. Lost by fail test: 2.9%

OfficeRegister Take test Pass

Fail/ register

Amount Ratio

HN 4831 3290 3109 181 3.7%

DN 727 479 468 11 1.5%

HCMC 1797 1243 1206 37 2%

CT 375 192 191 1 0.27%

TotalTotal 7730 52045204 4974 230230 2.9%2.9%

PLANNING PROJECT NEXT MONTH

11 Coaching new trainer in HCMC, Hanoi & CanthoCoaching new trainer in HCMC, Hanoi & Cantho

Set up new departmentSet up new department33

Conducting BM workshopConducting BM workshop22

Training plan for 12th 2009.Training plan for 12th 2009.66

Recruiting new trainer for HCMRecruiting new trainer for HCM44

Training new BM Training new BM 55

THANK YOU FOR YOUR ATTENTIONTHANK YOU FOR YOUR ATTENTION