Report Template 2020

Table of Contents
1. Liaison Officer Report
2. Promotion of Credit Union Products & Services
3. Loans Department Feedback (Challenges and accomplishment through marketing
initiatives.)
4. Market Research (Data on industry trends)
5. Recommendations

TO: The Board of Directors
FROM: Marketing Field Officer (MFO)
SUBJECT: January Report 2020
LIAISON OFFICER REPORT
Meetings(s)
Number of meetings scheduled or held.
Matters discussed.
Distribution of forms & materials
What material was distributed and how it was delivered.
Rating Scale
RATING
Monthly performance report
NUMERICAL ADJECTIVAL Rating Total
8
Outstanding
Description
Extraordinary level of achievement
Operations:
o Maintains consistent communication between AMGECU and members.
o Recommends new members (signs forms & promote membership)
o Distributes promotional material.
o Responds to all emails
2
2
2
2
Score
8
4
Satisfactory
Met Expectations
Operations:
o Maintains some communication between AMGECU and members.
o Recommends new members
o Distributes promotional material.
o Responds to some emails or rare response.
1.5
1.5
1.5
1.5
6
Unsatisfactory
Failed to meet expectations
Operations:
o Does not maintain consistent communication between AMGECU and
members.
o Does not recommend new members (signs forms & promote membership)
o Does not distribute promotional material.
o Does not respond to any emails
.5
.5
.5
.5
2
0 NO LONGER EMPLOYED OR RETIRED OR POTENTIAL LO
Liaison Officer (LO) to be established
Retired/No Longer employed

Company Location Liaison Officer(s) Rating
Scale
Abel Building Solutions Longdenville 1. Ava Rodriguez {Personnel Administrator}
Mount Hope 2. Ms. Schnice Ramkhelawan
{Secretary}
(Bescrete) Arouca 3. Ms. Nevillean Dundas {HR Asst.}
Caribbean Roof Tile
Company
Longdenville
To be established
AMCO Chaguanas 4. Ms. Justin Ayoung {Cashier}
TOMCO
Tobago 5. Jessica Butts {Warehouse Manager}
(Site visit monthly)
6. Lisa Maillard (Not a LO)
{Office Manager}
Alston Shipping Port of Spain 7. Melissa Charles
{Telephone Operator}
ANSA Merchant Bank
(Head Office)
Port of Spain 8. Mr. Dale Bernard {Sales Rep.}
Liaison Meeting 2019
(Site visit pending)
25 Royal Road
LO to be established
San Fernando
Building L,
LO to be established
First Floor
Grand Bazaar Mall, Valsayn
Burmac 9. Ms. Shanelle Hazzard
{Receptionist}
Carib Brewery Limited Champs Fleurs 10. Ms. Deborah Julien
Caribbean Development
Company
Carib Glass Limited
(Site Visit 2018)
Carib Glass Limited
(Site Visit pending)
CCPSL
(Site visit 2018)
ANSA McAL CHEMICAL
Ansa TECHNOLOGIES
(Site Visit 2018)
Maibrol Insurance
(Site Visit pending)
(SVP)
ANSA MCAL LIMITED
(SVP)
Champs Fleurs
Champs Fleurs
San Fernando
Longdenville
North Sea Drive,
Pt. Lisas Industrial Estate
ER/ IR Lead – Construction Sector
2nd Floor, GTM Building
95 – 97 Queen Street
Port of Spain
92 Drayton Street
San Fernando
Wilson Road
Scarborough
Tobago
Tatil Building
POS
11. Ms. Anand Ramkay
{Payroll}
12. Ms. Susan Ramlogan (Non-member) {HR
Co-ordinator}
13. Ms. Keisha Murali (non-member)
{CSR}
14. Sharon Thomas {Accounting Asst.}
15. Sariyah Ghany (Non-member)
16. Jamilla Gopaul
{HR Coordinator}
17. Virgina Mootoo (Retired)
Branch Manager: Garvin Manzano
(LO to be established)
Branch Manager: Sherwyn Alexander
(LO to be established)
Branch Manager: Colin Williams
(LO to be established)
18. Marsha Worrell {Administrative Assistant}

Tatil Head Office 19. Marie De Four (non-member)
Arima
Independence Sq., POS
Marsha Phillip {CSR}
(Potential New LO)
(LO to be established)
25 Royal Road, San Fernando 20. Ms. Dee Anne Burke
{Business Analyst}
13A Quenca Street, San Fernando 21. Christine Regis {CSR}
Mid Center Mall, Chaguanas
Grand Bazaar, Valsayn
Louann Sandiford is located at this branch and
acts as a LO. She is a member of the Marketing
Committee
22. Lesley Ann Patrick
{Branch Secretary}
(LO to be established)
MC ENEARNEY
BUSINESS MACHINES
ANSA Motors
Milford Road, Scarborough
(Site Visits Monthly)
POS
POS
(SVP)
San Fernando
Tobago
23. Burnice Caesar {Branch Secretary}
24. Ms. Lisa Ramoutar {Admin. Asst.}
25. Allana Dalbarry {Warranty Administrator}
LO to be established.
LO to be established.
ANSA coatings Tumpuna Road, Arima 26. Colleen Caseman {Telephone Operator}
ANSA polymer
Guardian Media limited
4 - 10 Rodney Road, Endeavour,
Chaguanas
27. Tessa Romany {Admin. Asst.}
Acklyn Adams {Retired}
(LO to be established)
Standards Distributors
LTD
Marriot hotel
POS
(Site Visit 2018)
28. Elizabeth Shepherd {General Worker}
29. Satie Rattan {Admin. Asst.}
To be established
TOP PERFORMING LIAISON OFFICER FOR THE MONTH:
NAME COMPANY SCORE

PROMOTION OF CREDIT UNION PRODUCTS & SERVICES
Social media
Email blast
Text blast
Site visits

Cold Call Tracking
St. Joseph Head Office
Monthly Target:
Total Calls:
Answered:
Unanswered:
Inactive:
Loan Applications
(Pending/submitted:
Answered Calls vs Missed
(Insert pie chart)
__________________________________________________________________________
Cold Call Tracking
Port of Spain Office
Monthly Target:
Total Calls:
Answered:
Unanswered:
Inactive:
Loan Applications
(Pending/submitted:
Answered Calls vs Missed
(Insert pie chart)

LOANS DEPARTMENT FEEDBACK
(Challenges and accomplishments through marketing initiatives.)
Loan
Type
Total
Personal
Christmas
Loan
Vehicle
INFLUENCE
Recurring Members Cold Calls Emails Social Media
COMPARISON REPORT
January 2020 vs January 2019
January 2019
Loan Type Personal Special Loan Vehicle Mortgage
Total Applications
January 2020
Loan Type Personal Special Loan Vehicle Mortgage
Total Applications
Total Loans Complete:
Total Loan Rejected:
Total Loan Pending:
MONTHLY SALES TARGETS & OUTCOMES
Loans Projected Target Outcome
Membership

MARKET RESEARCH
(Data on industry trends & recommendations)