MANAGEMENT PERFORMANCE EVALUATION

(KRA FORM A)
CREDIT OPERATIONS GROUP

NAME : JUNEL D. OGWON ANNIVERSARY DATE: JANUARY 12, 2016

POSITION: Acting Program Unit Head EVALUATION PERIOD: January – December 2018
STRATEGIC OBJECTIVE TOP KEY RESULTS AREAS ACTION PLANS TARGET PERSON
DIRECTION DATES RESPONSIBL
E
OPERATIONAL PERFORMANCE (40%)

ENSURE To deliver the following operational target by the end of

SUSTAINABILITY December 2018;  Ensure completion of manpower in the unit.  Ensure completion of February- AM, BM,PUH
OF KMBI manpower to Lupon unit. March 2018
INDICAT GLP IMEP PURE GKK AMF BRANCH MATI TOTAL
ORS -IT  Hiring&
MATI 1,250 0 0 0 0 5 5 Recruitment
 Gideon
 Completion of February –
requirements March 2018 AM, BM
 Approval of appointment
 OKP Mati/ Lupon March 5, 2018 BM
 Deployment of Staff
 Set defined areas per
PO
June 04,2018 BM,PUH
 Inauguration/Dedication

 Ensure that the branch meet the target clients

 Make sure that the BM,PUH
A. GLP - 1,250 quality of the staff
B. IMEP – 0 outreach through Daily
C. Pure -It 0 monitoring & update
D. GKK - 0 daily. April until
 Build up the gathering of target meet PUH
E. AMF - 0
reliable prospect 2018
client/members by the monthly
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 Enhancement of GLP policy Program Officers. PUH,PO
 Each PO must disburse
2 quality centers per April until
month. target within 5 PUH,PO
 Implement effective promotional & marketing strategies as  Reinforce Marketing of months 2018
part of branch initiated activity; the programs & services
esp. Micro insurance &
GLP-PER Unit non-financial services to
MONTH MATI entice prospect clients April- BM,PUH,PO
 Implement quality September
Jan 0 customer service 2018
Feb 0  Coordinate with diff.
active civic groups e.g.
March women or Brgy. officials.
0
April 0  No regularization for those April – Dec. BM, PUH
May 250 non-performing staff 2018

June 500
July 750  Connection with the LGU’s
Aug. 1,000  DSWD-adopt a day care
Sept. 1,250  PESO-Job fair
Oct. 1,250  DTI-Livelihood
training/trade fair April Onwards
Nov. 1,250  DOLE-rule 1020 BM, PUH,PO
Dec. 1,250  Brgy.-cleanliness
drive/purok
beautification/waste April – Dec.
segregation/feeding 2018
program/operation tuli
 TESDA-skills training

Monthly
BM, PUH
 Firm monitoring on
Program Officers in
Monthly PUH, PO
center creation.
 Ghant charting every
Monthly
month for the staff to
PUH, BM
monitor the status of the
outreach and to project
disbursements for the
month
 Conduct monthly staff
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performance evaluation.

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B. Fall Out- Ensure that client fall-out is within the allowed rate set per
month.  Deliver good customer Whole year BM,PUH,PO
service in dealing w/ clients.
 Control dissolution of centers  Avoid high PM fall out by Oct. 2018 PUH, PO
Month Fall – Rate ensuring their satisfaction in onwards
Jan 2% our programs & services.
Feb 2%  Center w/ 10% CFO must Oct. 2018 PUH, PO
be conducted w/ FGD. onwards
March 5%
April 7%  Formulate guidelines to PUH, BM
May 10% addressed clients
June 12%  Ensure that clients complaints must be addressed complaints (logbook)
July 15% immediately  Conduct random weekly weekly PUH, BM
Aug center visitation.
16%
Sept 18%
Oct 20%
Nov 22%  Evaluate and assess Monthly PUH
Dec 25%  Ensure compliance of quality center Management Program Officers
 Conduct frequent coaching weekly PUH
& mentoring to Program
Increase staff competencies on Quality Center Management Officers. May 2018 PUH, BM
through consistent coaching and mentoring  Monitor staff performance onwards
as to center management Quarterly PUH, BM
 Provide feedback and
Implement customer approval/satisfaction survey recommend necessary
actions

C.

 Strengthen the implementations of operational  Promote 100% collection daily PUH, PO

C. PAR rate of not more than 2% daily and No tolerance of
policies procedures and control
PAR
Month PAR Rate  Strengthen cut-off collection DAILY

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 Jan 2% time. PUH, PO
Feb 2%  Required PO to explain April 2018 PUH, PO
Mar 2% thoroughly the CMG Onwards
Apr 2% approach during center
May 2% orientation
June 2%
Jul 2%  Intensify the information dissemination and  Required staff to submit Daily PUH, PO
daily updates of Center
Aug 2% implementation of collection policy in the unit.
Sept 2% Meeting Attendance.
Oct 2%
 Ensure the unit within allowable PAR rate.  No tolerance of PAR Daily on a PUH, PO
Nov 2%
collection
Dec 2%
 Ensure collection cut –off in the unit is  Monitoring of CMA on a basis
daily basis. Daily on a PUH, PO
Assumption PA – 0% PAR implemented weekly coll.
GLP- 2% basis
IMEP- 2%  Require staff to have Center
PURE-IT- 1%
 Make sure that the policy is complied in the unit Meeting attendance daily. May Onwards BM, PUH
2018

 evaluate & assess the need PUH, BM

to enhance the skills &
abilities of the Program Monthly
Officers

 Increase staff skills on risk management

competency

 Fraud and detection control

 Operational skills
 Operational Risk
PUH, BM
 Conduct regular
coaching & mentoring of weekly
the staff

 Ensure that the Branch staff has a regular

coaching and mentoring program

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D. Disbursement
 Conduct review of the existing GLP Policy.  Ensure that the staff Year round PUH, PO, BM
GLP- 13,275,000 understand the GLP policy
IMEP- 0
PURE-IT- 0  Ensure accuracy of loan projection.  Have record of projected Monthly
GKK – 0 disbursement per month for PUH, PO
Total – 0 monitoring and evaluation.
MATI LUPON TOTAL
MO.  Accurate loan projection per weekly PUH, PO
0 0 0 PO must be observed
Jan
0 0
Feb 0  Ensure to meet Loan Projection of unit  Posting in bulletin board the
0 0 2018 projection and monthly monthly BM,PUH,PO
Mar 0 disbursement
0 0 0
Apr
0 1,250,000 1,250,000  Implement last payment of Sept. 2018 PUH, PO
May loan and disbursement to onwards
0 1,250,000 1,250,000
Jun stimulate good customer
0 1,250,000 1,250,000 service
Jul Year round BM, PUH, PO
0 1,250,000 1,250,000
Aug  Ensure proper loan
0 1,250,000 1,925,000 processing and approval.
Sept
0 0 0
Oct  Monitor actual vs. target on Monthly
0 1,925,000 1,925,000 monthly basis.
Nov
0 1,925,000 1,925,000
BM, PUH, PO
Dec  Call the attention of the PO
0 10,100,000 10,100,000 under target in the Monthly
Total
disbursement & explain on
how to recover. BM, PUH, PO

Monthly
 Submit monthly PO
Ranking.
 Implement competitive staff incentive scheme.

Ensure to meet the projected disbursement per month

AREA LOAN DISBURSEMENT
INDICA
GLP
TORS
Jan 0

Feb
0
March

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 0
April 0

May 1,250,000

June 1,250,000

July 1,250,000

August 1,250,000

Sept. 1,925,000

Oct. 0

Nov. 1,925,000

Dec. 1,925,000

Total 10,100,000

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ADMINISTRATIVE FUNCTIONS & CONTROL

 MANPOWER Ensure 100% Manpower is attained and maintained in the  Ensure complete staff Whole year BM, PUH
Branch. hired passed the
A. Staffing organizational
standards.
Maintain complete number of staff for the entire year of
2018. Assumption:  Ensure to hired
applicant with only Whole year AM/BM, PUH
strong Christian values

MATI a. Ensure proper

staff hiring.
7 BM, PUH
b. Conduct Whole Year
assessment
before approval
Ensure 90% REGULARIZATION OF STAFF. of staff for
regularization Whole year BM, PUH

 Conduct proper
Background
Investigation and
validation on Process of
Hiring.
 Ensure to submit
complete requirements
 Ensure completeness of
branch staff through a Whole Year BM, PUH
conducive and
harmonious working
environment.

 Promote staff w/
competencies e.g.
technical &
 All promoted staff is qualified for the position administrative. BM, PUH

 Develop staff skills & Whole year

abilities as preparation
for promotion Whole Year BM, PUH

 Appropriate assessment
and screening of staff

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for promotions.

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1. Staff Empowerment 90% of the staff passes the given evaluation.

To ensure staff in position are competent enough to deliver  Conduct regular evaluation
the demand of their task. and monitor its progress. Whole Year BM
 Conduct monthly staff
assessment & recommend
interventions to address the
need of the staff. monthly BM

 Facilitate training for the

staff
 Refresher Course
 People Aug. 2018 AM/BM, PUH
Management.
Oct. 2017
 Managing Quality
Whole Year AM/BM, PUH
90% of the staff are in at-least average performance rating Portfolio
 Risk Management July 2018
AM/BM, PUH
 Conduct monthly evaluation
and ranking to all staff once Monthly BM, PUH
a month
 Identify training for the Staff
quarterly BM, PUH
2. Staff Fall-out Ensure staff fall out not more than 10% for the whole year  Ensure that the staff Year round BM, PUH
belongingness in the
organization.
 Conduct monthly staff feed
backing to evaluate their Year Round BM, PUH
willingness to stay at work.
 Monthly monitoring of staff Monthly BM, PUH
resignation & interventions.
 Conduct Analysis and
recommendation on reasons
of staff resignation. Year Round BM, PUH
 Promote conducive and
harmonious working
environment.
Year round BM, PUH
 Hire competitive & qualified
PO

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 Control Policy Compliance
Policy Ensure compliance of Program Implementation based  Empower all staff to
compliance on the given policy and Guidelines 0% ZERO Audit Findings. ensure completeness of Year Round PUH
 Recording documents prior to
 Reporting submission
A. Audit Findings
 Checking and Control
 Empower all staff to
maintain proper
recording and accuracy BM, PU
of documents submitted.
 Strict compliance of the Year Round
policy.
 Frequent monitoring
must be observed PUH
 Respond immediately to Year Round
Branch and Center evaluation should have at least 80% rating
the audit findings for
using CVEF and BVEF tools
strict compliance BM, PUH, PO
Year Round

Ensure 100% of the branches renew and secure business

permits.
Conduct regular evaluation & BM,PUH
visitation of the center per weekly
week
 Process the result of the
B. CVEF conducted visitation.
weekly BM, PUH
 Issuance of memo for non-
compliance OF CVEF AND
BVEF RESULT.
 Non- compliance staff shall
make explanation & on how
to make improvements weekly BM, PUH
C. BVEF

Ensure renewal of all contracts for branch offices on time.

 Ensure to facilitate & weekly BM, PUH
monitor the office
contract/transfer of building
Ensure on time submission of recommendation for branch on time.
purchases and improvement.
 Submit inventory of branch
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 improvement and purchases Monthly BM
schedule.

 Ensure to conduct
investigation and BM
D. OFFICE MANGEMENT Monthly
recommend proper actions
to the staffs who committed
100% actions taken in all fraud cases and irregularities that may frauds and irregularities
arise
 Make incident report in all
fraud acts.
BM
Year round
 Assess the action
taken/decisions w/ regards
to staff & clients fraudulent
act.

BM
Year round

E. Risk Management BM, PUH

Understand, evaluate and address risks to ensure Year round
operational sustainability

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DATE: Date: 6/08/18

JUNEL D. OGWON ZERBRIAN O. BLANTUCAS

ACTING PUH – MATI ACTING BM- MATI

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