map template for accomplishment

28
7/21/2019 MAP Template for Accomplishment http://slidepdf.com/reader/full/map-template-for-accomplishment 1/28 MARKET ASSESSMENT AND PROFILING SHEET ( Branch San Isidro Branch Branch Manager  Juan dela Cruz Regional Manag CCI Andy Sandoval BSS Peter San Pedro Di!ric! West Mindanao Region North Mindanao (Pl ign "or en In!r%c!ion& ') BM to assign CCI or BSS to visit target area every week for one onth! BM to assigne schedules! ) Assigned Branch "ersonnel shall C#MP$%&%$' (I$$)*P this for for su+ission to BM, -M, and .M! ) *) Please su+it this re"ort to .egional Manager, #"erations Sales Su""ort, and Cor"orate Planning AREA CO+ERAGE Pleae ,eci"- .elo/ !he .o%n#arie o" !he Targe! Co0erage Area& /0 Print out Ma" of Area 1you ay get this fro 2oogle Ma"0 30 Identify and indicate on the Ma" location of e4isting Branch and5or BC#1s0 and C#MP%&I&#.S 60 -raw on the Ma" the +oundaries of the &arget Coverage area for Assessent AREA PERFORMANCE Ho/ $%ch i -o%r c%rren! Loan Por!"olio in !he Area1 Ph, /!7M Ho/ $%ch i !heir 2ear3!o3#a!e Sale Boo4ing in !he area1 Ph, 8M Ho/ $an- Acco%n! #o -o% ha0e in !he area1 /9 Acco%n! Ho/ $an- Agen! #o -o% ha0e in !he area1 None Agen! Ho/ $an- Dealer #o -o% ha0e in !he area1 3 Dealer Ho/ long ha .een !hi area co0ere#1 (Mon!h52ear) Mon!h 2ea MARKET ASSESSMENT AND PROFILING AREA PROFILE& Area T-,e& (I !he area $ore o" an 6RBAN area or a R6RAL area1) *r+an 1Metro"olitan5City5Provincial Ca"ital5&own Center0 : .ural 1Agricultural5 T-,e o" E!a.lih$en! an# In!i!%!ion ,reen!& P%.lic In!i!%!ion Pri0a!e In!i!%!ion : 2overnent 1City ;all5Munici"al ;all0 Private ;os"itals %stiate : Provincial ;os"ital %st! No< / : Private Schools %stiate : Pu+lic Schools %stiated No< 3 Malls %stiate : Pu+lic Clinics %stiated No< / : Su"erarkets %stiate : Pu+lic ;os"itals %stiated No< 3 : Convenience Stores %stiate : Wet Markets %stiated No< 6 : Sari)sari Stores %stiate : Baranggays %stiated No< 38 : SM% Businesses %stiate : 2as Stations %stiate Co$$%ni!- Pro7le Percen!age (Pl in#ica!e5e!i$a!e i" area i $ore o" a B%ine5Co$$ercial 8 9 B%ine5Co$$ercial :8 9 Rei#en!ial Co$$ercial5Ser0ice E!a.lih$en! A; Re!ailing : <e! Mar4e!5Tali,a,a Size< /9)39 Stalls : 39)79 Stalls More than 79 Na$e o" <e! Mar4e!() San Isisdro Wet Market San Isidro Pu+lic Market =icenete Mar Market -ays Mon &ues Wed &hurs : (ri : Sat Mall  &y"e< Mini Malls &own Mall Meg Na$e o" Mall() Assigned Branch Personnel shall go to the Baranggay ;all and interview local residences and +usin esta+lishents for inforation

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Page 1: MAP Template for Accomplishment

7/21/2019 MAP Template for Accomplishment

http://slidepdf.com/reader/full/map-template-for-accomplishment 1/28

MARKET ASSESSMENT AND PROFILING SHEET (

Branch San Isidro Branch Branch Manager  Juan dela Cruz Regional Manag

CCI Andy Sandoval BSS Peter San Pedro

Di!ric! West Mindanao Region North Mindanao (Pl ign "or en

In!r%c!ion&') BM to assign CCI or BSS to visit target area every week for one onth! BM to assigne schedules!) Assigned Branch "ersonnel shall C#MP$%&%$' (I$$)*P this for for su+ission to BM, -M, and .M!)

*) Please su+it this re"ort to .egional Manager, #"erations Sales Su""ort, and Cor"orate Planning

AREA CO+ERAGE

Pleae ,eci"- .elo/ !he .o%n#arie o" !he Targe! Co0erage Area&

/0 Print out Ma" of Area 1you ay get this fro 2oogle Ma"0

30 Identify and indicate on the Ma" location of e4isting Branch and5or BC#1s0 and C#MP%&I&#.S60 -raw on the Ma" the +oundaries of the &arget Coverage area for Assessent

AREA PERFORMANCE

Ho/ $%ch i -o%r c%rren! Loan Por!"olio in !he Area1 Ph, /!7M

Ho/ $%ch i !heir 2ear3!o3#a!e Sale Boo4ing in !he area1 Ph, 8M

Ho/ $an- Acco%n! #o -o% ha0e in !he area1 /9 Acco%n!

Ho/ $an- Agen! #o -o% ha0e in !he area1 None Agen!

Ho/ $an- Dealer #o -o% ha0e in !he area1 3 DealerHo/ long ha .een !hi area co0ere#1 (Mon!h52ear) Mon!h 2ea

MARKET ASSESSMENT AND PROFILING

AREA PROFILE&

Area T-,e& (I !he area $ore o" an 6RBAN area or a R6RAL area1)

*r+an 1Metro"olitan5City5Provincial Ca"ital5&own Center0 : .ural 1Agricultural5

T-,e o" E!a.lih$en! an# In!i!%!ion ,reen!&

P%.lic In!i!%!ion Pri0a!e In!i!%!ion

: 2overnent 1City ;all5Munici"al ;all0 Private ;os"itals %stiate: Provincial ;os"ital %st! No< / : Private Schools %stiate

: Pu+lic Schools %stiated No< 3 Malls %stiate

: Pu+lic Clinics %stiated No< / : Su"erarkets %stiate

: Pu+lic ;os"itals %stiated No< 3 : Convenience Stores %stiate

: Wet Markets %stiated No< 6 : Sari)sari Stores %stiate

: Baranggays %stiated No< 38 : SM% Businesses %stiate

: 2as Stations %stiate

Co$$%ni!- Pro7le

Percen!age (Pl in#ica!e5e!i$a!e i" area i $ore o" a B%ine5Co$$ercial

8 9 B%ine5Co$$ercial :8 9 Rei#en!ial

Co$$ercial5Ser0ice E!a.lih$en!

A; Re!ailing

: <e! Mar4e!5Tali,a,a Size< /9)39 Stalls : 39)79 Stalls More than 79

Na$e o" <e! Mar4e!()

San Isisdro Wet Market San Isidro Pu+lic Market =icenete Mar

Market -ays Mon &ues Wed &hurs : (ri : Sat

Mall  &y"e< Mini Malls &own Mall Meg

Na$e o" Mall()

Assigned Branch Personnel shall go to the Baranggay ;all and interview local residences and +usinesta+lishents for inforation

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: S%,er$ar4e!5Grocerie No! of Su"erarkets : / to 3 3 to 8 or

No of 2roceries 4 / to 3 3 to 8 or

Na$e o" S%,er$ar4e!5GrocerieSan Isidro Su"erarket ABC Su"erart Johnny>s

;a""y Mart

: * Ho%r Con0enience S!ore Mini Sto" Seven5%leven : #thers 1P

Na$e o" Con0enience S!ore

$ucky /6 store 385? Mini Stores

: Sari3Sari S!ore Ave! no of Stores "er Street / to 3 : 3 to 8 or

: Ga S!a!ion Petron Shell Calte4 : Seaoil

No; o" Ga S!a!ion Petron Shell Calte4 / Seaoil

: +ehicle Dealerhi, : Cars =ans5S*=s ;eavy &rucks5Buse

: Mini &rucks : Agri %@"t Construction

: O!her Re!ail E!a.lih$en! : ;ardware : Auto Parts

No; o" Re!ail E!a.lih$en! 3 ;ardware 7 Auto Parts

B; Foo# E!a.lih$en!

Re!a%ran!5Co=ee Sho,  Jolli+ee Mc-onald>s Mang Inasal

Star+ucks Bo>s Coee : #thers< 1Pls i

Aling Mila>s .estaurant 2en: Co"ut

C; Financial In!i!%!ion

: Ban4  &y"e of Bank< : .ural &hrift : Savings

Na$e o" Ban4()

San Isidro .ural Bank City Savings Bank

> Pa/nho, : Ce+uana : M $hullier &a+unting

#thers<

1Pls indicate0

: Len#ing5Financing Asialink : (irst Standard $ease (inance

Co$,anie #thers

1Pls indicate0

D; Logi!ic5Re$i!!ance Ser0ice

: Logi!ic5Re$i!!ance $BC Air 3/ : J.S : Palawan

#thers

1Pls indicate0

E; Ho,i!al5Me#ical Ser0ice

: Baranggay Clinics : Private Clinics : Provincial ;os"itals : Private Medic

E!i$a!e# No;

38 Baranggay Clinics /3 Private Clinics / Provincial ;os"itals / Private Medic

F; En!er!ain$en! E!a.lih$en!

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: Movie ;ouses Casino $otto &= Bars S"or

G; Con%$er Ser0ice

: Beauty Parlors : Bar+er Sho"s : Car Wash : -rugstores .e"

%ission Center : $aundry5Water Stations ;otels : &ran

Go0ern$en! In!i!%!ion5Ser0ice

City ;all : Munici"al ;all : Baranggay ;all

: $&# NS# NBI

Socio3C%l!%ral

> Pu+lic Schools : %leentary : Secondary5;igh School College

Museus : Catholic Churches : Iglesia ni Cristo

In"ra!r%c!%re

Roa# : Ceented No of < 37 As"halt No of < D7

: -irt5.ough .oad No of < /69

Bri#ge : Ceented No of < /3 As"halt No of < E7

: Wooden No of < /7

Tran,or!a!ion Ter$inal : &ricycle : Jee"ney : Bus Air"ort

No! of &rans"o &erinals 38 &ricycle 6 Jee"ney 3 Bus Air"ort

Area ha Elec!ric Po/er Plan!1  '%S : N#

Area ha <a!er Fil!ering Plan!1  '%S : N#

TARGET MARKET PROFILE

No o" Ho%ehol# 1&hese inforation can +e o+tained fro interview with the Baranggay0

?88 !o '@888 '@888 !o @888 @888 !o ?@888 > $ore !han ?@888

A0erage n%$.er o" ,eo,le ,er Ho%ehol#&

> *,eron ,eron ,eron $ore !han ,eron

Occ%,a!ion 1&hese inforation can +e o+tained fro inter+iew with the Baranggay! Percentage can +

estiated through interview with Baranggay0

9

: $a+orers5*nskilled Workers : Clerks5%"loyees5.ank (ile

: (actory Workers : Su"ervisory .ank

: (arers Managers5Professionals(isheren : $icensed Professionals 1%ngineers5

Machine #"erators Architects5-octors, etc0

: Market =endors : Businessen5%ntre"reneurs

T-,e o" Ho$e 1&hese inforation can +e o+tained fro interview with the Baranggay0

: Ma4ehi"! Ho$e : Mi# Co! Ho%ing5A,ar!$en!

(In"or$al e!!ler) 1with / car garage0

: Lo/3Co! Ho%ing5A,ar!$en! High En# +illage

1No Car"ort52arage0 1with ore than / car garage and ho

enclosed in a secured area0

Mi# Cla Con#o$ini%$ High En# Con#o$ini%$

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COMPETITI+E SCANNING

FINANCING COMPANIES

Na$e o" Co$,an-No; o" Ra!e (,er $on!h) Proceing Pa-$en!

Oce Cah Re!ail Ti$e Ter$

Fir S!an#ar# / /DF /8F ? days u" to 8 years

PA<NSHOPS

Na$e o" Sho, S,eci7c Loca!ionCe.%ana Lh%llier Adana .oad, Bo! Masantol, San Isidro

M Lh%llier Ag+ayani St, Bgy Mau+an, San Isidro

BANKS

Na$e o" Ban4 S,eci7c Loca!ion

San Ii#ro R%ral Ban4  Adana .oad, Bo! Masantol, San Isidro

Ci!- Sa0ing Ban4  2! Jienez St!, Bgy $una, San Isidro

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MARKET ECONOMIC ACTI+IT2 ASSESSMENT

(A) (B) (A B)

Ca!geor- In#ica!or Poin! <eigh! Score

All ty"es of Institutions are Present '89

?7F of Institutions are "resent

79F of Institutions are "resent ' 8;

All ty"es of Institutions are Present '89 ?7F of Institutions are "resent

79F of Institutions are "resent ' 8;

Presence of All &y"es esta+lishents

89

' 8;

All ty"es of services are "resent '89

?7F of services are "resent

79F ty"es of services are "resent ' 8;

Pawnsho"s and $ending only 89

Pawnsho"s, $ending, .ural Banks

All ty"es of (inancial Institutions ' 8;

Ho%ehol#

More than 7,999 households '?9

/,999 to 7,999 households $ess than /,999 households ' 8;*?

'?9

Su"ervisors5Clerks5%"loyees

' 8;

A## all !he core !o ge! To!al Poin! '889 ;?Hig

RECOMMENDATION& MARKET ASSESSMENT AND PROFILE SCORE

IF SCORE IS a! lea! @ ESTABLISH LICNe! S!e,&

/0 -eterine if there is an e4isting .(C (inancial Consultant in the Area

I" 2ES@ #ic% /i!h FCO !he LIC Progra$ an# con#%c! Oc%lar in,ec!ion o" E!a

I" NO@ recr%i! FCO /i!hin !he Area@ con#%c! BPO an# AIP Brie7ng

30 Please forward MAP to .M for endorseent to #SS and Cor"lan

RECOMMENDED PROD6CTS

Pl chec4 !he "ollo/ing ,ro#%c! a,,lica.le in !he area&

: Cah Loan Pro"eional Loan O!her Loan Pro#%c!

: +ehicle Loan : SME B%ine Loan

Preence o" P%.licIn!i!%!ion

Highe!!-,e o"In!i!%!i!he area

Preence o" Pri0a!eIn!i!%!ion

Highe!!-,e o"e!a.li

Preence o"Co$$ercial

B%ineE!a.lih$en!

Highe!area ha.%ine

?7F of ty"es of esta+lishents are"resent

79F of ty"es of esta+lishents are"resent

Preence o" P%.licSer0ice

Highe!go0ern,ro0i#e"or i! c

Preence o"Financial

In!i!%!ion

Highe!i $ini$o!her 7

Highe!i" high ,ho%eho

T-,e o"Rei#en!5Mar4e!

All ty"es of custoer "roGle1Businessen to Workers0

High,o,%la!i,en# a

l

$a+orers5Contractuals5(arers5(isheren

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: Micro3Loan Salar- Loan

Deciion& E!a.lih LIC1 Deciion& E!a.lih LIC1 Deciion& E!a.lih L

Pls shade Bo4 Pls shade Bo4 Pls shade Bo4

 2ES > NO 2ES > NO 2ES >

1Print Nae and Signature0 1Print Nae and Signature0 1Print Nae and

CCI5BSS Branch Manager Di!ric! M

PLS ATTACH MAP OF TARGET AREA (In#ica!e Loac!ion o" Branch an#5or BCO in !he Area)

1A&&AC;5PAS&% MAP ;%.%0

PLS ATTACH PHOTOGRAPHS OF TARGET AREA

(ATTACH PICT6RE HERE) (ATTACH PICT6R

PLS ATTACH PHOTOGRAPHS OF TARGET LIC ESTABLISHEMNTS

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(ATTACH PICT6RE HERE) (ATTACH PICT6R

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AP SHEET)

r

  #ore$en! !o OSS)

Country)side0

 No< 9 No< /

 No< 9

 No< 3

 No< /99

 No< 799

 No< 399

 No< 3

 Stalls

et

Sun

alls

ess

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 than 8

 than 8

  rocery

  ls indicate0

 than 8

: Phoeni4

/ Phoeni4

s

;eavy %@"t

: Agri Su""lies

/7 Agri Su""lies

: Bakeries

  dicate0

er Coee

*niversal

Bayad Center

l Centers

l Centers

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ts Co"le4

ir Sho"s

ient Inns

*niversity

Mos@ues

Sea"ort

Sea"ort

  e

9

es are

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Agen! Incen!i0e

SI DI

6F

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Re$ar4

OTAL SCORE

e! Score i

.lih$en!

 (Pl S,eci"-)

 ,oin! gi0en i" allGo0ern$en!n are ,reen! in

,oin! gi0en i" all,ri0a!e$en! are ,reen!

 ,oin! gi0en i" !heall !-,e o"e ,reen!

 ,oin! gi0en i" !heen! i a.le !oall !-,e o" er0ice$$%ni!-

 ,oin! gi0en i" !hereal co$,e!i!ion "ro$ancing co$,anie

 ,oin! gi0en !o areao,%la!ion an#l# #eni!-

e! ,oin! gi0en i"on ha ,ro,eni!- !on# ha ca,a.ili!- "oran ,a-$en!

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  IC1

NO

 Signature0

nager

 HERE)

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 HERE)

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MARKET ASSESSMENT AND PROFILING SHEET

Branch BATANGAS Branch Manager N!B!A&I%NHA Regional Manag

CCI .oland .onald .! %guia BSS

Di!ric! BA&S)MIN -IS&.IC& Region S$.# (Pl ign "or e

In!r%c!ion&') BM to assign CCI or BSS to visit target area every week for one onth! BM to assigne schedules!) Assigned Branch "ersonnel shall C#MP$%&%$' (I$$)*P this for for su+ission to BM, -M, and .M!)

*) Please su+it this re"ort to .egional Manager, #"erations Sales Su""ort, and Cor"orate Planning

AREA CO+ERAGE

Pleae ,eci"- .elo/ !he .o%n#arie o" !he Targe! Co0erage Area&

/0 Print out Ma" of Area 1you ay get this fro 2oogle Ma"0

30 Identify and indicate on the Ma" location of e4isting Branch and5or BC#1s0 and C#MP%&I&#.S60 -raw on the Ma" the +oundaries of the &arget Coverage area for Assessent

AREA PERFORMANCE

Ho/ $%ch i -o%r c%rren! Loan Por!"olio in !he Area1 Ph,

Ho/ $%ch i !heir 2ear3!o3#a!e Sale Boo4ing in !he area1 Ph,

Ho/ $an- Acco%n! #o -o% ha0e in !he area1 Acco%n!

Ho/ $an- Agen! #o -o% ha0e in !he area1 Agen!

Ho/ $an- Dealer #o -o% ha0e in !he area1 DealerHo/ long ha .een !hi area co0ere#1 (Mon!h52ear) Mon!h 2ea

MARKET ASSESSMENT AND PROFILING

AREA PROFILE&

Area T-,e& (I !he area $ore o" an 6RBAN area or a R6RAL area1)

*r+an 1Metro"olitan5City5Provincial Ca"ital5&own Center0 .ural 1Agricultural5

T-,e o" E!a.lih$en! an# In!i!%!ion ,reen!&

P%.lic In!i!%!ion Pri0a!e In!i!%!ion

2overnent 1City ;all5Munici"al ;all0 Private ;os"itals %stiateProvincial ;os"ital %st! No< Private Schools %stiate

Pu+lic Schools %stiated No< Malls %stiate

Pu+lic Clinics %stiated No< Su"erarkets %stiate

Pu+lic ;os"itals %stiated No< Convenience Stores %stiate

Wet Markets %stiated No< Sari)sari Stores %stiate

Baranggays %stiated No< SM% Businesses %stiate

2as Stations %stiate

Co$$%ni!- Pro7le

Percen!age (Pl in#ica!e5e!i$a!e i" area i $ore o" a B%ine5Co$$ercial

8 9 B%ine5Co$$ercial 8 9 Rei#en!ial

Co$$ercial5Ser0ice E!a.lih$en!

A; Re!ailing

<e! Mar4e!5Tali,a,a Size< /9)39 Stalls 39)79 Stalls More than 79

Na$e o" <e! Mar4e!()

Market -ays Mon &ues Wed &hurs (ri Sat

Mall  &y"e< Mini Malls &own Mall Meg

Na$e o" Mall()

Assigned Branch Personnel shall go to the Baranggay ;all and interview local residences and +usinfor inforation

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S%,er$ar4e!5Grocerie No! of Su"erarkets / to 3 3 to 8 or

No of 2roceries / to 3 3 to 8 or

Na$e o" S%,er$ar4e!5Grocerie

* Ho%r Con0enience S!ore Mini Sto" Seven5%leven #thers 1P

Na$e o" Con0enience S!ore

S%=%N %$%=%N BA&AN2AS CI&'

Sari3Sari S!ore Ave! no of Stores "er Street / to 3 3 to 8 or

Ga S!a!ion Petron Shell Calte4 Seaoil

No; o" Ga S!a!ion Petron Shell Calte4 Seaoil

+ehicle Dealerhi, Cars =ans5S*=s ;eavy &rucks5Buse

Mini &rucks Agri %@"t Construction

O!her Re!ail E!a.lih$en! ;ardware Auto Parts

No; o" Re!ail E!a.lih$en! ;ardware Auto Parts

B; Foo# E!a.lih$en!

Re!a%ran!5Co=ee Sho,  Jolli+ee Mc-onald>s Mang Inasal

Star+ucks Bo>s Coee #thers< 1Pls i

C; Financial In!i!%!ion

Ban4  &y"e of Bank< .ural &hrift Savings

Na$e o" Ban4()

B-# *CPB

MB&C .*.A$ BANS

Pa/nho, Ce+uana M $hullier &a+unting

#thers<

1Pls indicate0

Len#ing5Financing Asialink (irst Standard $ease (inance

Co$,anie #thers

1Pls indicate0

D; Logi!ic5Re$i!!ance Ser0ice

Logi!ic5Re$i!!ance $BC Air 3/ J.S Palawan

#thers

1Pls indicate0

E; Ho,i!al5Me#ical Ser0ice

Baranggay Clinics Private Clinics Provincial ;os"itals Private Medic

E!i$a!e# No;

Baranggay Clinics Private Clinics Provincial ;os"itals Private Medic

F; En!er!ain$en! E!a.lih$en!

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Movie ;ouses Casino $otto &= Bars S"or

G; Con%$er Ser0ice

Beauty Parlors Bar+er Sho"s Car Wash -rugstores .e"

%ission Center $aundry5Water Stations ;otels &ran

Go0ern$en! In!i!%!ion5Ser0ice

City ;all Munici"al ;all Baranggay ;all

$&# NS# NBI

Socio3C%l!%ral

Pu+lic Schools %leentary Secondary5;igh School College

Museus Catholic Churches Iglesia ni Cristo

In"ra!r%c!%re

Roa# Ceented No of < As"halt No of <

-irt5.ough .oad No of <

Bri#ge Ceented No of < As"halt No of <

Wooden No of <

Tran,or!a!ion Ter$inal  Jee"ney Bus Air"ort

No! of &rans"o &erinals &ricycle Jee"ney Bus Air"ort

Area ha Elec!ric Po/er Plan!1  '%S N#

Area ha <a!er Fil!ering Plan!1  '%S N#

TARGET MARKET PROFILE

No o" Ho%ehol# 1&hese inforation can +e o+tained fro interview with the Baranggay0

?88 !o '@888 '@888 !o @888 @888 !o ?@888 $ore !han ?@888

A0erage n%$.er o" ,eo,le ,er Ho%ehol#&

*,eron ,eron ,eron $ore !han ,eron

Occ%,a!ion 1&hese inforation can +e o+tained fro inter+iew with the Baranggay! Percentage can +

estiated through interview with Baranggay0

9

$a+orers5*nskilled Workers Clerks5%"loyees5.ank (ile

(actory Workers Su"ervisory .ank

(arers Managers5Professionals(isheren $icensed Professionals 1%ngineers5

Machine #"erators Architects5-octors, etc0

Market =endors Businessen5%ntre"reneurs

T-,e o" Ho$e 1&hese inforation can +e o+tained fro interview with the Baranggay0

Ma4ehi"! Ho$e Mi# Co! Ho%ing5A,ar!$en!

(In"or$al e!!ler) 1with / car garage0

Lo/3Co! Ho%ing5A,ar!$en! High En# +illage

1No Car"ort52arage0 1with ore than / car garage and ho

enclosed in a secured area0

Mi# Cla Con#o$ini%$ High En# Con#o$ini%$

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COMPETITI+E SCANNING

FINANCING COMPANIES

Na$e o" Co$,an-No; o" Ra!e (,er $on!h) Proceing Pa-$en!

Oce Cah Re!ail Ti$e Ter$

PA<NSHOPS

Na$e o" Sho, S,eci7c Loca!ion

BANKS

Na$e o" Ban4 S,eci7c Loca!ion

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MARKET ECONOMIC ACTI+IT2 ASSESSMENT

(A) (B) (A B)

Ca!geor- In#ica!or Poin! <eigh! Score

All ty"es of Institutions are Present '89

?7F of Institutions are "resent

79F of Institutions are "resent '

All ty"es of Institutions are Present '89

?7F of Institutions are "resent

79F of Institutions are "resent '

Presence of All &y"es esta+lishents

89

'

All ty"es of services are "resent '89

?7F of services are "resent '

79F ty"es of services are "resent '

Pawnsho"s and $ending only 89

Pawnsho"s, $ending, .ural Banks

All ty"es of (inancial Institutions '

Ho%ehol#

More than 7,999 households '?9

/,999 to 7,999 households

$ess than /,999 households '

'?9

Su"ervisors5Clerks5%"loyees '

'

A## all !he core !o ge! To!al Poin! '889Hi

RECOMMENDATION& MARKET ASSESSMENT AND PROFILE SCORE

IF SCORE IS a! lea! @ ESTABLISH LICNe! S!e,&

/0 -eterine if there is an e4isting .(C (inancial Consultant in the Area

I" 2ES@ #ic% /i!h FCO !he LIC Progra$ an# con#%c! Oc%lar in,ec!ion o" E!a

I" NO@ recr%i! FCO /i!hin !he Area@ con#%c! BPO an# AIP Brie7ng

30 Please forward MAP to .M for endorseent to #SS and Cor"lan

RECOMMENDED PROD6CTS

Pl chec4 !he "ollo/ing ,ro#%c! a,,lica.le in !he area&

: Cah Loan Pro"eional Loan O!her Loan Pro#%c!

: +ehicle Loan SME B%ine Loan

Preence o" P%.licIn!i!%!ion

Highe!o" Go0e,reen!

Preence o" Pri0a!eIn!i!%!ion

Highe!o" ,ri0a,reen!

Preence o"Co$$ercial

B%ineE!a.lih$en!

Highe!ha all !,reen!

?7F of ty"es of esta+lishents are"resent

79F of ty"es of esta+lishents are"resent

Preence o" P%.licSer0ice

Highe!go0ernall !-,eco$$%n

Preence o"Financial

In!i!%!ion

Highe!$ini$alo!her 7

Highe!high ,oho%eho

T-,e o"Rei#en!5Mar4e!

All ty"es of custoer "roGle1Businessen to Workers0

Hig,o,%la,en#

$a+orers5Contractuals5(arers5(isheren

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: Micro3Loan Salar- Loan

Deciion& E!a.lih LIC1 Deciion& E!a.lih LIC1 Deciion& E!a.lih L

Pls shade Bo4 Pls shade Bo4 Pls shade Bo4

 2ES > NO 2ES NO 2ES

 5tis+e5c!raos5s!"anesa NICASI# B! A&I%NHA %!2!.A

CCI5BSS Branch Manager Di!ric! M

PLS ATTACH MAP OF TARGET AREA (In#ica!e Loac!ion o" Branch an#5or BCO in !he Area)K

1A&&AC;5PAS&% MAP ;%.%0

PLS ATTACH PHOTOGRPAHS OF TARGET AREA

(ATTACH PICT6RE HERE) (ATTACH PICT6R

(ATTACH PICT6RE HERE) (ATTACH PICT6R

PROSPECT TARGEAREA

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  MAP SHEET)

r

  n#ore$en! !o OSS)

Country)side0

 No< No<

 No<

 No<

 No<

 No<

 No<

 No<

 Stalls

Sun

alls

ess esta+lishents

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 than 8

 than 8

  ls indicate0

 than 8

Phoeni4

Phoeni4

s

;eavy %@"t

Agri Su""lies

Agri Su""lies

Bakeries

  dicate0

*niversal

Bayad Center

l Centers

l Centers

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ts Co"le4

ir Sho"s

ient Inns

*niversity

Mos@ues

Sea"ort

Sea"ort

  e

9

es are

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Agen! Incen!i0e

SI DI

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Re$ar4

TOTAL SCORE

he! Score i

.lih$en!

 (Pl S,eci"-)

 ,oin! gi0en i" all !-,en$en! In!i!%!ion arein !he area

 ,oin! gi0en i" all !-,ee e!a.lih$en! are

,oin! gi0en i" !he area,e o" .%inee

,oin! gi0en i" !heen! i a.le !o ,ro0i#eo" er0ice "or i!

i!-

 ,oin! gi0en i" !here ico$,e!i!ion "ro$ancing co$,anie

 ,oin! gi0en !o area i"%la!ion an#l# #eni!-

he! ,oin! gi0en i"ion ha ,ro,eni!- !on# ha ca,a.ili!- "or

loan ,a-$en!

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  IC1

NO

AN#

  anager

; Fro$ .ranch

 HERE)

 HERE)

 

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