UON exchange pipeline

8/7/2019 UON exchange pipeline

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EXC

Why should I set goals for Ra, Ma, Re?

1

23

4

How do I set goals?

Realizations

12

3

4

5

6

7

1

2

3

1

2

3

How do I track these goals?1

2

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4

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


oal Ma Actual Ma

May

Jun Ju

lAu

gSe

pOc

tNo

vDe

cTo

tal


oal Ma Actual Ma

May

Jun Ju

lAu

gSe

pOc

tNo

vDe

cTo

tal


al Ma Actual Ma


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UON exchange pipeline

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