uon exchange pipeline
TRANSCRIPT
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EXC
Why should I set goals for Ra, Ma, Re?
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How do I set goals?
Realizations
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How do I track these goals?1
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Goals give a clear direction for the year
The year plan should reflect actions to meet these goalsPerformance tracking is tangible based on goalsCys that track their goals on a daily basis have also been able to reach these go
It is important for us to set goals for every sMatches and Realizations. This allows us to have an overview of everyidentify bottlenecks and find solutions at a faster pace.
Based on historical data for the last 2 years, calculate the % of Re your countrySplit the 2009 and 2010 calendar year goal based on this % between Jan JuneAdd the numbers for June Dec 09 and Jan Jun 10 to get the Re goal for your tCalculate the % contribution of each month in July 08 - June 09 to the total achieSplit the 09 10 term goal across the months based on the %contribution of montApply the realization rate and delivery time to your current available pipeline toIf this number is the same as your goal then its excellent, if it is less then you ne
Raises
Use the Re rate & Ra Re Delivery time to calculate the number of raisesIf you need to achieve 40 realizations in August, your delivery time is 2 monthsBased on this calculate raises per month for your term
MatchesUse the Ma Re error margin & Ma Re Delivery time to calculate the number oIf you need to achieve 40 Re in August, your Ma Re Delivery time is 1 month aBased on this calculate matches per month for your term
Track your Ra, Ma, and Re goals on a daily basis if possible (The data is availablUpdate the tracking sheet so you the current state compared to your goals andTrack matches on a weekly basis by using Manage Forms on MyAIESEC.net - Cop=Mid(Select the cell with the TN/EP ID, Position of the Cy code, Number of digitsRelease bi-weekly exchange performance update for LCs with Ra, Ma and Re n
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IT'S ALWAYS GOOD TO A
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ANGE PIPELINE GOAL SETTING
ls
tage in the exchange pipeline - Raises,tep in the process. It also lets us
oes from Jan June, and from June Decnd June Decrmved in 08 09hs from the previous yearget the number of forms you will realize in the coming few monthsed to split the remainder between months post the delivery months of your avail
nd Re rate is 50% then you need to raise (40 + {50/100*40}) in June
f Matchesd Ma Re error margin is 10% then you need to match (40 + {10/100*40)} in J
on MyAIESEC.net Statistics Country data)an identify key trends to support growthy paste the Matched data from Manage forms into an excel sheet, Use a formulaRefer to example on the last sheetmbers
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DD A PINCH OF AMBITION TO YOUR GOALS!
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able pipeline
ly
to create Cy and LC columns
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Overview
TN SIDE
Q1 Q2 Q3
Jan Feb Mar Apr May Jun Jul Aug Sep
Raise
Goal 0 0 0 0 0 0 0 0 0
Actual 0 0 0 0 0 0 0 0 0
Match
Goal 0 0 0 0 0 0 0 0 0
Actual 0 0 0 0 0 0 0 0 0
Realize
Goal 0 0 0 0 0 0 0 0 0
Actual 0 0 0 0 0 0 0 0 0
Don't fill this sheet!
Use the TN and EP sheets to fill your goals for Raises, Matche
This page will update automatically to give you an overview
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Q4 Q3 Q4
Oct Nov Dec Total July Aug Sep Oct Nov
0 0 0 0 Goal 3 9 27 9 6
0 0 0 0 Actual 0 0 0 0 0
0 0 0 0 Goal 2 3 16 5 3
0 0 0 0 Actual 0 0 0 0 0
0 0 0 0 Goal 1 0 1 1 1
0 0 0 0 Actual 0 0 0 0 0
s and Realisations by pool. Then, update the spreadsheet regularly w
f your LC's Exchange Performance.
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EP SIDE
Q1 Q2
Dec Jan Feb Mar Apr May Jun Total
Raise
9 0 0 0 0 0 0 63
0 0 0 0 0 0 0 0
Match
3 0 0 0 0 0 0 32
0 0 0 0 0 0 0 0
Realize
0 0 0 0 0 0 0 4
0 0 0 0 0 0 0 0
ith your actual numbers.
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TN SIDE
Q1 Q2 Q3
Jan Feb Mar Apr May Jun Jul Aug Sep Oct
MT
Goal RaActual Ra
Goal Ma
Actual Ma
Goal Re
Actual Re
DT
Goal Ra
Actual Ra
Goal Ma
Actual MaGoal Re
Actual Re
TT
Goal Ra
Actual Ra
Goal Ma
Actual Ma
Goal Re
Actual Re
ETGoal Ra
Actual Ra
Goal Ma
Actual Ma
Goal Re
Actual Re
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Q4
Nov Dec Total
These sheets canalso be used totrack projects, byre-naming one ofthe pools with thename of yourproject.
Jan
Feb
Mar
Apr
May
Jun
0
2
4
68
10
12
MT Matches
Goal Ma A
Jan
Feb
Mar
Apr
May
Jun
0
2
4
6
8
10
12
DT Matches
Goal Ma A
Jan
Feb
Mar
Apr
May
Jun
0
2
4
6
8
10
12
TT Matches
Goal Ma A
Jan
Feb
Mar
Apr
May
Jun
0
2
4
6
8
1012
ET Matches
Goal Ma Ac
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Jul
Aug
Sep
Oct
Nov
Dec
Total
- Goals Vs Actual
ctual Ma
Jul
Aug
Sep
Oct
Nov
Dec
Total
- Goals Vs Actual
ctual Ma
Jul
Aug
Sep
Oct
Nov
Dec
Total
- Goals Vs Actual
tual Ma
Jul
Aug
Sep
Oct
Nov
Dec
Total
Goals Vs Actual
tual Ma
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EP SIDE
Q1 Q2 Q3
Jan Feb Mar Apr May Jun Jul Aug Sep
MT
Goal Ra 0 2 2 2 0 2Actual Ra
Goal Ma 1 0 1 1 1 0
Actual Ma
Goal Re 1 0 1 1 1 0
Actual Re
DT
Goal Ra 2 5 15 5 5 5
Actual Ra
Goal Ma 1 2 10 3 2 2
Actual MaGoal Re
Actual Re
TT
Goal Ra 0 0 0 0 0 0
Actual Ra
Goal Ma
Actual Ma
Goal Re
Actual Re
ETGoal Ra 1 2 10 2 1 2
Actual Ra
Goal Ma 0 1 5 1 0 1
Actual Ma
Goal Re
Actual Re
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Q4
Oct Nov Dec Total
8###
4
###
###
###
37
0
20
00
0
0
0
0
0
0
0
18
0
8
0
0
0
Jan
Feb
Mar
Apr
0
1
2
3
4
5
M
G
Jan
Feb
Mar
Apr
0
2
4
6
8
10
12
D
G
Jan
Feb
Mar
Apr
0
2
4
6
8
10
12
TT
G
Jan
Feb
Mar
Apr
0
2
4
6
8
1012
ET
G
These sheets canalso be used totrack projects, byre-naming one ofthe pools with thename of your
project.
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May
Jun Ju
lAu
gSe
pOc
tNo
vDe
cTo
tal
Matches - Goals Vs Actual
oal Ma Actual Ma
May
Jun Ju
lAu
gSe
pOc
tNo
vDe
cTo
tal
Matches - Goals Vs Actual
oal Ma Actual Ma
May
Jun Ju
lAu
gSe
pOc
tNo
vDe
cTo
tal
Matches - Goals Vs Actual
oal Ma Actual Ma
May
Jun Ju
lAu
gSe
pOc
tNo
vDe
cTo
tal
Matches - Goals Vs Actual
al Ma Actual Ma
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