The FLIC Non-medical authority –status report and Recommendations

1. NAZARIO A. MACALINTAL JR.,MD,FPCP,FPCCP,ALMI July 20th, 2011 Project Goals Resources The FLIC Non-medical authority –status reportand Recommendations

2. Instructions: • Delete sample document icon and replace with working document icons as follows: • Create document in Word. • Return to PowerPoint. • From Insert Menu, select Object… • Click “Create from File” • Locate File name in “File” box • Make sure “Display as Icon” is checked. • Click OK • Select icon • From Slide Show Menu, Select Action Settings. • Click “Object Action” and select “Edit” • Click OK Project Goals • Review • History • Objective • Creation • Update • Provide solution for its full utilization • Who? • When? • What? • How? • Click for Details

3. Instructions: • Delete sample document icon and replace with working document icons as follows: • Create document in Word. • Return to PowerPoint. • From Insert Menu, select Object… • Click “Create from File” • Locate File name in “File” box • Make sure “Display as Icon” is checked. • Click OK • Select icon • From Slide Show Menu, Select Action Settings. • Click “Object Action” and select “Edit” • Click OK Project Goals • Relationship to other projects • Immediate: Upgrading of sales force NMA’s • Click for Details

4. Instructions: • Delete sample document icon and replace with working document icons as follows: • Create document in Word. • Return to PowerPoint. • From Insert Menu, select Object… • Click “Create from File” • Locate File name in “File” box • Make sure “Display as Icon” is checked. • Click OK • Select icon • From Slide Show Menu, Select Action Settings. • Click “Object Action” and select “Edit” • Click OK Project Goals • High-level timing goals • To properly document the correlation of granted NMA with the sales force performance and accordingly upgrade their authorization levels; • To clean the NMA files of non-utilized authorization • (to clean the 1300+ files of non-performing agents) • To provide avenues for upgrading or downgrading of levels as they become due • Click for Details

5. Instructions: • Delete sample document icon and replace with working document icons as follows: • Create document in Word. • Return to PowerPoint. • From Insert Menu, select Object… • Click “Create from File” • Locate File name in “File” box • Make sure “Display as Icon” is checked. • Click OK • Select icon • From Slide Show Menu, Select Action Settings. • Click “Object Action” and select “Edit” • Click OK Description of project in non-technical terms – Our Needs • Correlative update on how agents performed in their NMA • Policy Setting on Who gets to be Upgraded - or Downgraded. • Who evaluates? • Which parameters? • when do these parameters become available? • Who records these parameters? • How do these parameters reach office? • By what process? • Timeline? • Click for Data Sheet

6. Instructions: • Delete sample document icon and replace with working document icons as follows: • Create document in Word. • Return to PowerPoint. • From Insert Menu, select Object… • Click “Create from File” • Locate File name in “File” box • Make sure “Display as Icon” is checked. • Click OK • Select icon • From Slide Show Menu, Select Action Settings. • Click “Object Action” and select “Edit” • Click OK Competitive Analysis • Competitors • As per our Presidents’ directive, we need to be competitive • Strengths • The institution had been doing it before but has not been active for several years now … • Weaknesses • The institution had been doing it before but has not been actively monitored for several years now … • May 2011 NMA is GROSSLY lacking in update • NO CORRELATION WITH PERFORMANCE • WHY? • Click for CompetitiveAnalysis document

7. Instructions: • Delete sample document icon and replace with working document icons as follows: • Create document in Word. • Return to PowerPoint. • From Insert Menu, select Object… • Click “Create from File” • Locate File name in “File” box • Make sure “Display as Icon” is checked. • Click OK • Select icon • From Slide Show Menu, Select Action Settings. • Click “Object Action” and select “Edit” • Click OK Current Technology • Current technology being used for NMA • benefits • Current Standards being adopted • benefits • Current Standards specifically being ignored • drawbacks – Present set-Up does not allow us to monitor in real-time how assigned NMA’s are attained , relating it to sales performance • Benefits of ignoring the need for correlative update - NONE • Click for Specification

8. Instructions: • Delete sample document icon and replace with working document icons as follows: • Create document in Word. • Return to PowerPoint. • From Insert Menu, select Object… • Click “Create from File” • Locate File name in “File” box • Make sure “Display as Icon” is checked. • Click OK • Select icon • From Slide Show Menu, Select Action Settings. • Click “Object Action” and select “Edit” • Click OK New Technology • New technology being used • benefits • New Standards being adopted • benefits • New Standards specifically being ignored • drawbacks & benefits • Click for Specification

9. Instructions: • Delete sample document icon and replace with working document icons as follows: • Create document in Word. • Return to PowerPoint. • From Insert Menu, select Object… • Click “Create from File” • Locate File name in “File” box • Make sure “Display as Icon” is checked. • Click OK • Select icon • From Slide Show Menu, Select Action Settings. • Click “Object Action” and select “Edit” • Click OK Team/Resources • Assumptions about resources allocated to this project • People – • Sales force - makes the sales • Marketing - reports the Sales / Production • Underwriting - grants NMAs (in the past). Marketing handled it subsequently. • Marketing - makes the correlation between sales and granted NMAs. Recommends upgrade • Underwriting – endorses upgrade / downgrade upon seeing the correlative update • Click for Details

10. Instructions: • Delete sample document icon and replace with working document icons as follows: • Create document in Word. • Return to PowerPoint. • From Insert Menu, select Object… • Click “Create from File” • Locate File name in “File” box • Make sure “Display as Icon” is checked. • Click OK • Select icon • From Slide Show Menu, Select Action Settings. • Click “Object Action” and select “Edit” • Click OK Team/Resources • Assumptions about resources allocated to this project • Equipment – • With what software is it done ? • Can present system allow one to monitor it and automatically correlate it with assigned NMAs? • how does concerned department (s) do it? • Click for Details

11. UPGRADE PRODUCTION N REAL-TIME CORRELATIVE UPDATE GRANTED NMA APPROPRIATE NMA GRANT DOWNGRADE

12. Instructions: • Delete sample document icon and replace with working document icons as follows: • Create document in Word. • Return to PowerPoint. • From Insert Menu, select Object… • Click “Create from File” • Locate File name in “File” box • Make sure “Display as Icon” is checked. • Click OK • Select icon • From Slide Show Menu, Select Action Settings. • Click “Object Action” and select “Edit” • Click OK Team/Resources • Assumptions about resources allocated to this project • Locations – • Where is correlation of NMA with Sales Performance done? Makati? Pasig? How does it get shared? • support & outside services • Can our MIS do the job? • Other options? • Click for Details

13. Instructions: • Delete sample document icon and replace with working document icons as follows: • Create document in Word. • Return to PowerPoint. • From Insert Menu, select Object… • Click “Create from File” • Locate File name in “File” box • Make sure “Display as Icon” is checked. • Click OK • Select icon • From Slide Show Menu, Select Action Settings. • Click “Object Action” and select “Edit” • Click OK Procedures 1 • Highlight any procedural differences from regular projects of this type • Must create rules for • Nomenclature change? • Current names: • GP Class I, GP Class II, SP Class I, SP Class II, SP Class III • Question : “Why two class I’s – one in GP one in SP ? • Suggestion : remove ambiguity • GP Class N, GP Class O , SP Class I, SP Class II, SP Class III • Retain SP Classes to lessen introduction of new names • Click for Procedures Document

14. Procedures 2 • Highlight any procedural differences from regular projects of this type • Must create rules for • Who Should Oversee the Granting of NMAs • From whom to whom? • Who Maintains? • Assigning Granting NMA Levels for • New Agents • Agents who deserve upgrade • Agents who do not perform • Policies for downgrading • Click for Procedures Document

15. Instructions: • Delete sample document icon and replace with working document icons as follows: • Create document in Word. • Return to PowerPoint. • From Insert Menu, select Object… • Click “Create from File” • Locate File name in “File” box • Make sure “Display as Icon” is checked. • Click OK • Select icon • From Slide Show Menu, Select Action Settings. • Click “Object Action” and select “Edit” • Click OK Procedures 3 • Highlight any procedural differences from regular projects of this type • Must create rules for • Who SHOULD monitor , maintain and provide other concerned departments of sales force’s correlative NMA-Production status • How should MIS provide assurance that such program continues to provide 24/7 correct reporting? • Click for Procedures Document

16. Instructions: • Delete sample document icon and replace with working document icons as follows: • Create document in Word. • Return to PowerPoint. • From Insert Menu, select Object… • Click “Create from File” • Locate File name in “File” box • Make sure “Display as Icon” is checked. • Click OK • Select icon • From Slide Show Menu, Select Action Settings. • Click “Object Action” and select “Edit” • Click OK Schedule • Review high-level schedule milestones here • Completion of entries on NMA stata of agents • Correlation of NMA vs. Production of each agents • Nomenclature correction on NMA designation • Policy setting for Downgrading NMA levels to non-performing agents • Assigning of NMA Maintenance to those who can maintain it well. • MIS support to plan and provide real-time correlation • Click for Detailed Schedule

17. Current Status • High-level overview of progress against schedule • On-track in what areas • ?? • Behind in what areas • Nomenclature potential ambiguity • Un-updated NMA status • Non-existent NMA-Production correlation • Un-updated monitoring of granted NMA • Ahead in what areas • ??? • Unexpected delays or issues

18. Instructions: • Delete sample document icon and replace with working document icons as follows: • Create document in Word. • Return to PowerPoint. • From Insert Menu, select Object… • Click “Create from File” • Locate File name in “File” box • Make sure “Display as Icon” is checked. • Click OK • Select icon • From Slide Show Menu, Select Action Settings. • Click “Object Action” and select “Edit” • Click OK Related Documents Click for Marketing Plan Click for Budget Click for Post Mortem Submit Questions

19. Plans of Actions • Immediate • Priority: • Second Priority: • Medium Term: • Long-Term Plan:

20. MA NAM