UON exchange pipeline

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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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