Monthly work summary and plan

Monthly work summary and plan sample (selected 9 articles)

Work plan is to make arrangements and plans for a certain period of work in advance, and make work plans at work. There are actually many different types of plans, varying not only in length but also in scope. The following is a monthly work summary and plan sample that I compiled for your reference. I hope it can help friends in need.

Monthly Work Summary and Plan 1

Customer satisfaction is the most important criterion for measuring a company’s service quality. After a personal survey on customer satisfaction, it was found that customer satisfaction is a This kind of psychological activity is the pleasure that customers feel after their needs are met. For a customer, he spends a certain price and needs to achieve a certain goal. If a large part of the products and services we provide him are not what he wants, even if your price is lower than others, you may not be able to raise his price. of satisfaction. Therefore, customer satisfaction is a quantitative indicator to measure customer satisfaction. This indicator can directly understand the satisfaction level of an enterprise, product or service in the minds of customers.

Customer return visits are also mainly a survey of customer satisfaction. During the transaction process, the customer may have encountered various situations that he did not think of during use, or directly received the company's services. When encountered, he can give feedback to the company, and we will also study and save customer feedback, thereby improving customer satisfaction, and the ultimate goal is to prepare for further sales and plan carefully. Customers tend to feel more at ease when returning to a company that has a well-known brand or recognizes its integrity, and is willing to communicate and put forward some specific opinions. The information provided by customers is an important purpose for enterprises when conducting return visits or satisfaction surveys. If the company itself is not well known to many people, and the planned return visit is not adequate, it is likely to affect the company's image and future transactions.

Zero complaints and no complaints is actually a vision of every company. It can be said that there is no company that can truly achieve this, because the psychology and behavior of consumers are difficult for companies to determine, and companies can increase their own efforts through efforts. The quality of service can only improve customer satisfaction, but it cannot determine customer satisfaction. Zero complaints and no complaints is the company's goal. It requires the company to serve consumers completely. Consumers are God. This sentence must be kept in mind at all times.

Generally speaking, whether a company can survive depends on how well its customers support the company? This support is directly affected by customer satisfaction, so we can use good Service, quality products, and planned customer return visits increase customer satisfaction. The company's goal can be towards zero complaints and no complaints. Monthly Work Summary and Plan Part 2

It has been a month since I came to xx company to engage in xx procurement work. During this period, I have a lot of feelings and ideas. My current thoughts on the work in July are as follows:

1. As buyers, we should complete the work assigned to us by the leader as soon as possible. While completing the work instructed by the leader, we should summarize and report more and communicate with the leader more;

2. Have the ability to predict and improve your positioning. Imagine: You are not just a buyer, imagine yourself as a purchasing supervisor or purchasing manager. Always imagine what the purchasing supervisor and purchasing manager are doing? What are they responsible for? What are their thoughts? How do they solve the problems they encounter? What is their positioning? How do they communicate with various departments and suppliers? What is their job?

3. Do the work at hand well and meticulously, and constantly optimize procurement Business requires leaders to feel reassured and satisfied.

When the leader assigns a job to us, we must not only do the job well, but also do it meticulously. Think about what method is better? What is a better plan? While completing this position, we must learn more about other areas that are not our responsibility. , expand your knowledge and ability to handle food;

4. Abnormalities in materials from suppliers must be strictly controlled. Regardless of whether you are doing it now or going to a new company in the future, when faced with quality abnormalities, all returns will be arranged if production allows, and the supplier will be forced to make corrections until the manufacturer is afraid and until the manufacturer knows how to do it;

5. When communicating with suppliers and various departments, you must adhere to your own principles and establish a positive and dignified image;

6. Have the habit of making things difficult for suppliers and let them know what they should do How to do it. Monthly work summary and plan 3

I am xx from the marketing department. I entered the company in February xx. On April 4, 20xx, I was transferred from the original hotel promotion department to the current marketing department. , during this period of working in the marketing department, I experienced a lot, gained a lot, and gradually grew. In the first month, my department manager took me to meet with the leaders of each unit one by one. He watched my colleagues have relaxed conversations with the leaders, and carefully introduced our drinks and group buying policies. I just Listening quietly on the sidelines, secretly learning their sales skills, hoping to do better than them through hard study in the future.

Our department is engaged in marketing, and its main work is publicity and product promotion. In this off-season for alcohol sales, the wedding banquet policy launched by the company gives us a good development space, which is very important for our future publicity. The work has been of great help. After two months, almost everyone in the streets of xx knows our wedding banquet policy. Many consumers are willing to choose our soft wine as a reception wine. In the following days, , I not only want to maintain the results of the early publicity, but also further increase sales. Strive to let all customers, relatives and friends use our softness. Our department manager often says: "You must first build a good customer relationship. Only when customers recognize you will they recognize the products you sell." It can be seen that customer relationships are very important. Establishing a certain customer relationship will provide a good foundation for the development of work. Pave the way, regular phone calls; regular on-site visits; regular sales reviews, etc... If you want to do good marketing, you must be diligent.

1. Study frequently, constantly improve and enrich yourself;

2. Visit frequently to enhance customer relations;

3. Use your brain frequently , how to serve customers effectively

Fourth, communicate frequently to further understand customer needs;

Fifth, summarize frequently, make daily summaries, summarize effective customers and report to them regularly follow up.

For me, these two months have been two months of growth, struggle, and learning. I would like to thank my leaders who have taught me so much and have always helped, recognized, trusted, and encouraged me. Only then can I I feel more committed to my current job.

I am still a newbie in the marketing department, and there are many things to learn. In the days to come, I will study hard and do my job better. I wish the company to create greater glories! Monthly work summary And Plan Chapter 4

The work in x month has ended. The performance results of the team have not achieved good results. Many abnormal phenomena have appeared in my class many times. These reasons are mainly due to myself. My work is not done well, my work style is not rigorous, and my management is too scattered. It is also the first month since I served as the monitor of the second craft class. I still feel very unfamiliar with team building and cannot promote my work better. Today I would like to take this opportunity to summarize the work of the second craft class this month from the following aspects:

1. Lack of rigorous work style

Lack of relaxation in management Since I first became the squad leader, I have been too tolerant, not strict, and too humane in my management of the class members. I always want the class members to work in a very relaxed environment. It is precisely because of this idea that I have indulged the class members and led to the failure of the class members. Do whatever you want, so xx was sleeping on the job. This phenomenon seriously affected the interests of the work section and the team, causing the team's performance to decline. This can only fully reflect that the implementation of the nine modules in the team is not ideal, let alone advancement. , these responsibilities can only be the responsibility of the squad leader, and there is no serious publicity, implementation, supervision and inspection, so a series of abnormal phenomena have appeared.

2. Execution of process indicators

My class can execute the process indicators in accordance with normal operating procedures. The leader of my class, xx, performs the work on the process indicators. In comparison, it is better than other main operators. In terms of furnace temperature control, there are fewer furnace turnings. However, in the furnace temperature assessment, the two main operators in my class have more overheating, and the team loses more points in this aspect. Didn't take advantage, didn't win honor for the team.

3. Patrol Inspection

In this regard, what I want to commend here is that the patrol worker in my class, xx, was able to conduct patrol inspections carefully during work, and once worked a small night shift During the operation, he can promptly detect sudden changes in turbine vibration, report it to the squad leader in time, and deal with it in a timely manner to reverse the fan, thus avoiding the occurrence of gas turbine accidents.

4. Regional Responsibility System

My class can do a better job in the regional responsibility system, especially the slag removal masters in my class. I would like to commend them here. He is the slag worker in my class, xx. During work, he can take the initiative to maintain his own sanitary area. Once, he can take the initiative to clean the mud in the ditch in his area. He was praised by the leader of the section and Director x. The team won the honor, followed by the slag remover of my class, xx. He is a relatively practical master. During his time in the class, he can clearly understand his responsibilities. He is better at maintaining leaks in the gray door and can take the initiative to do a good job. My own regional sanitation was praised by Director XX and won honors for the team.

5. Hidden danger management

My class can discover and deal with hidden dangers in a timely manner. In the ash conveying system, the ash conveying worker xx was put into operation during the operation of the warehouse pump, which is better than other conveying systems. The gray workers should be better. There is no pipe blockage. If leaks are found, they can report them to the squad leader in time and cooperate with the mechanics in a timely manner. Monthly Work Summary and Plan Part 5

In the past month, I have worked hard and successfully completed the company's tasks, and have been affirmed by leaders and praised by many colleagues. This is a spur to me. , I will devote myself to my work with more enthusiasm.

1. Cost management

1. Standardized the accounting management of inventory materials, strictly controlled the reasonable reserves of material inventory, and reduced the occupation of funds. A material requisition system has been established, which has changed the original vague cost that was amortized to a certain department for accounting from the date of purchase, regardless of whether it is needed, which department uses it, or the quantity purchased.

2. On the original basis, the management of costs and expenses has been detailed, the project management of transportation expenses has been strengthened, and the actual cost items consumed by each vehicle have been calculated by category to truly reflect the current cost of each vehicle. Shipping costs.

Provide a reference basis for performance management of transport vehicles.

2. Basic accounting work

(1) Conscientiously implement the "Accounting Law", further strengthen the guidance of financial personnel on basic financial work, standardize the preparation of accounting vouchers, and strictly control the original Review the rationality of vouchers, strengthen the management of accounting files, etc. All costs and expenses are collected and classified by department and project, and the same expenses will be apportioned and carried forward at the end of the month to reflect departmental benefits.

(2) This is the first time that the national financial department has assessed the financial grade of Kelai Company. We were suddenly inspected without any preliminary preparation, but the Changning District Finance Bureau still affirmed the basic financial management work of Kelai Company. The financial grade score given to Kelai Company is also the highest score ever given by the evaluation team to a company.

(3) Prepare various types of financial statements required by the company and group companies within the prescribed time, and declare various taxes in a timely manner. Actively cooperate with relevant personnel in the mid-year audit, year-end pre-review and financial and tax inspections of the group company.

3. Financial accounting and management work

(1) Supervise and review the income and costs of branches and business points according to the company’s requirements, and formulate corresponding financial systems. Unify the accounting caliber. In daily work, communicate in a timely manner, keep close contact and pay attention to provide some guiding opinions on their work, and establish a good cooperative relationship with the accounting departments of various branches and business points.

(2) Correctly calculate business taxes and personal income taxes, pay taxes in a timely and full amount, actively cooperate with the tax department in using new tax declaration software, promptly discover and correct problems that violate tax regulations, and maintain Communicate and contact the tax department to obtain their support and guidance.

(3) In addition to intense work, strengthen team building and create a team with comprehensive business and high enthusiasm for work. As a manager, we should fully "observe the strengths of people, employ the strengths of people, gather the strengths of people, and develop the strengths of people" for subordinates, and give full play to their subjective initiative and work enthusiasm. Improve the overall quality of the team and establish a new image of the department as pioneering, innovative, pragmatic and efficient. Monthly Work Summary and Plan Part 6

The work performance in May was not very satisfactory, and I entered the month of Achieve the goal without any retreat. When you want to give up, push yourself again. When you achieve it, you will find that the original reasons for failure were all excuses.

If I go to fight, my strong purpose makes my expression too direct, which will only make the distance between the customer and myself further and further away, making it impossible to communicate, let alone closing an order.

The possible list is also gone.

You cannot let customers remember that you have not successfully promoted yourself to customers. There are few intended customers and many competitors. You cannot track them and you have no own advantages. It is always easy to lose customers.

It has happened three or five times that it has happened three or five times that customers who have bad intentions and spent a long time and invested a lot of energy in tracking them have found out that they are not the key person and finally handed over the opportunity to others. In the end, they even found out that the customer has already cooperate. Opportunities are missed over and over again due to insufficient sensitivity to certain customers.

Of course, failure can draw lessons, but signing a deal can also allow people to draw experience from it. I hope that in the coming x month, I can sum up past experiences and lessons and flexibly use order negotiation skills to successfully complete the target tasks.

Work plan for February x months

My target task for x month is 18,000. Each week is allocated one piece a week at the beginning of the month and two pieces in the middle of the month. The task can be successfully completed by the end of the month. This month and I will keep the following points in mind in the future;

1. Ensure the volume of calls. Only by making every call carefully will the customer remember it. Grasp every customer well. Since the customer calls back, it must be If you have an intention, be sure to remind yourself not to ignore it.

2. Don’t spend all your time on finding the next potential customer. It is important to return the visit in a timely manner. You must make timely appointments with clients who are mentally identified as category AB.

3. Seize the time and strike while the iron is hot. The order will change at any time if it is not signed back. Customers are not in a hurry and use flexible methods to force orders.

4. Make more cooperative calls with colleagues.

The month of x has begun. Everything will be reset and the time will be reset. I will treat every day as the last day and complete the task step by step. Monthly work summary and plan 7

1. Work summary in x and x months

1. The sales performance in x month is not very satisfactory, the total task is 500,000, compared with the same period last year 397,000 have been completed, and 228,000 have been completed this year. The total tasks completed are more than 40% of the tasks in the same period last year, of which catering accounts for 33, circulation accounts for 42, and supermarkets (mainly BC stores) account for 15. The total tasks in x are 500,000, 400,000 was completed in the same period last year, 360,000 was completed this year, 70% of the total task was completed, 90% in the same period last year, of which catering accounted for 30%, circulation accounted for 55%, and supermarkets accounted for 15%. Sales in x month were based on x month It increased by 32%. Faced with such unsatisfactory sales, I feel ashamed.

2. The factors that cause unsatisfactory sales are as follows:

a. The influence of climate and environment.

This year’s economic downturn has reduced residents’ consumption potential and purchasing power.

b. April is a lucky month this year, because marriages and birthdays are generally not chosen in April. Therefore, the catering is light in personality.

c. Low-priced competing products have a huge impact on the market. For example, Jiangxi Hongmen 150G dried eggs have a CIF price of 98 yuan per piece. Runcheng independently produces 150G dried eggs with a CIF price of 125 yuan.

3. In response to the poor sales situation, I made appropriate adjustments to my work focus in June to improve customers in prefecture-level cities, (such as Xu Qibing who has opened Nanchong, Suining) Wang Zhifu) opened customers in places not covered by dealers in the county-level market (Li Min from Xuyong, Mr. Wang from Yingshan, etc.) and asked circulation dealers with channels to open up BC stores. At present, there are already Huang Xiaoping in Yibin, Ma Mingchun in Mianyang, and Zhou Zhou in Peng'an. Jing, Xichang Ye Fei, etc., in order to expand sales channels and achieve relatively ideal results

2. Recommendations about the company's products

1. Expect stable product quality. At the Yibin customer Zhang Zufu's place, the back of the 150G dried eggs was almost completely white. At that time, he had sent a photo to Li Jun. When the bulk dried eggs were opened, there were many flying insects inside. Due to my limited camera equipment, it was not as clear as CCTV's shot of the animal world, so I couldn't. Take the photo, so there is no need to send it to Li Jun

2. Expect to increase product brand awareness.

Customer feedback on the quality of our dried tofu is very good, and it is not inferior to other products in the same industry, including Nanxi dried tofu. However, our brand awareness is not high, just like a good team without a good striker who can make the difference. , I don’t know whether the company is currently expanding or contracting. If it expands, it will definitely have to work hard on the brand. Of course, the investment cost will be relatively large. If it shrinks, what is the market prospect of the company? This is a tangled question

March. Work plan for x months

1. Comprehensively develop new customers and fully expand the sales network, especially the third-tier market

2. Maintain old customers and pay attention to them Sales status, increase single products, increase sales

3. Carefully maintain the market and boycott competing products Monthly work summary and plan 8

1. Strengthen political and business learning, Strive to improve ideological quality and professional level.

I am able to persist in systematically and conscientiously studying and understanding the spiritual essence and scientific connotation of the important thoughts of "Three Represents", Scientific Outlook on Development and other important thoughts for a long time, and ensure that my thoughts and actions can always be consistent with the requirements of superior leaders. . At the same time, he actively participates in various financial business trainings and strives to improve his own accounting business level. At work, we must learn and apply the knowledge we have learned, solve ideological and business problems encountered in actual work, consciously establish overall awareness and service awareness in daily work, be a good public servant, establish good professional ethics, and be able to Do things that need to be done as soon as possible, and patiently explain things that cannot be done.

2. Be dedicated to your job, serve enthusiastically, and play your due role in your position.

In daily work, I can unite my comrades, be dedicated to my job, abide by the rules and regulations of the unit, have a harmonious working relationship, and better promote the development of my job.

First, do a good job in the daily financial work of the agency. Be able to conscientiously study and implement the company's relevant financial regulations, be familiar with various financial management systems, have a solid foundation of business knowledge, be able to handle various cash collection and payment and bank settlement businesses proficiently, and be proficient in using computers to manage finances. In daily life, check the accounts regularly, make sure the accounting certificates and accounts are consistent, and do a good job in accounting processing. For the daily expenses of agency staff, travel expense reimbursement, etc., we must strictly follow the financial system, operate it carefully, and manage it strictly, and resolutely return those that do not meet the regulations.

The second is to do a good job in the financial work of the trade union. Since serving as a trade union accountant, I have been able to conscientiously study the "Trade Union Law" and related policies and regulations, and humbly ask leaders and colleagues for relevant trade union business knowledge, so that I have improved in aspects such as comprehensive business, management analysis, coordination, and written and language expression skills. Through good training, one's own professional level and comprehensive quality have been strengthened. While effectively improving my own business level, I conscientiously perform my job responsibilities, strictly implement the trade union accounting system, be able to turn over trade union funds in full and in a timely manner, and complete various tasks assigned by the provincial trade union on time.

3. Adhere to principles, be honest and self-disciplined, and consciously prevent problems before they occur.

As a financial officer, I am strict with myself and conscientiously implement the company's rules and regulations. Based on the principles of objectivity, rigor and meticulousness, I seek facts and review carefully when handling accounting affairs. , strengthen supervision. Be able to achieve self-respect, self-discipline, self-examination, respect leadership, and unite comrades. Pay attention to guarding against mistakes, do not use the public interest for personal gain, do not harm the public interest, treat everyone and everything equally, and have been unanimously praised and recognized by superior leaders. Monthly work summary and plan 9

1: Sales without plan

2: Salesman management out of control

"As long as the results, regardless of the process", inconsistent business Monitoring and controlling the sales actions of employees is a common problem in enterprises. Many companies manage the behavior of salespeople very extensively: they announce a business policy to the salespeople, and then release the salespeople into the market like pigeons, waiting for the salespeople to bring orders to the company and develop products one after another. market.

As a result, a series of problems have arisen: the salesperson's actions are unplanned and there is no assessment; the salesperson's actions cannot be controlled, so that the sales plan is not guaranteed to be realized; the sales flow process of the salesperson is not transparent, and the risks of business operations increase; The work efficiency is low, sales expenses are high; the sales level of salesmen is not improved, the salesman team is not well built, etc.

Three: Rough customer management

If a company manages its customers well, customers will have sales enthusiasm and actively cooperate with the manufacturer's policies and strive to sell products; poor management will lead to poor customer management. Will lead to sales risk. However, many companies do not effectively manage guest rooms. As a result, companies can neither mobilize customers' sales enthusiasm nor effectively control sales risks. At present, common problems in the sales process, such as customers' disloyalty to the company, cross-selling, piles of accounts receivable, etc., are all the result of companies' improper management of customers.

Four: Poor information feedback

Information is the life of corporate decision-making. Salespeople are on the front line of the market and have the best understanding of market trends, consumer demand characteristics, changes in competitors, and dealer requirements. This information is fed back to the company in a timely manner, which is of great significance to decision-making. On the other hand, sales Problems existing in the activities must also be reported to superiors quickly so that management can make timely countermeasures. However, many companies have not established a systematic business presentation system and failed to collect and feedback information in a timely manner.

The salesperson’s work results include two aspects: one is sales, and the other is market information. For the development of an enterprise, sales are not important, what is important is market information. Since sales are from yesterday and have been realized, what has become reality cannot be changed, so it has no meaning to the enterprise; what is meaningful is market information, because it determines the enterprise's sales performance and tomorrow's market tomorrow. . However, many companies have neither asked salespeople to collect information nor established a business presentation system to collect and feedback information in a timely manner.

It is not terrible to have problems with corporate sales work. The terrible thing is that companies cannot promptly discover problems that occur in all aspects of corporate marketing activities and provide timely feedback on management, so that these problems can be resolved quickly without causing major harm to the company.

Why are some corporate customer files untrue for a long time? Why do some business receivables keep occurring without being corrected? Why do similar incidents caused by some companies happen repeatedly and cannot be cured? Why can't serious problems in marketing of some companies be discovered for a long time? Once discovered, you are already on the verge of bankruptcy and there is no way back! The fundamental reason is the lack of monitoring and management of various information generated in the corporate marketing management process, especially the lack of timely institutional management feedback.

Five: No performance assessment

Many companies do not assess the sales performance of salespeople on a regular basis. The company conducts regular quantitative and qualitative assessments of sales personnel, including assessing the sales performance of the salesperson, such as sales volume, receivables, profits, and number of customers; assessing the sales behavior of the salesperson, such as the average number of visits per day by the salesperson, and the amount of money spent per visit. Time, average revenue from sales visits per day, average cost per visit, average number of orders obtained per 100 visits, number of new customers developed within a certain period of time, number of old customers lost within a certain period of time, and salesman fees Proportion of total sales, etc.; conduct qualitative assessment of salespersons, such as assessing the salesperson's cooperative spirit, work enthusiasm, loyalty and responsibility to the enterprise, etc. The assessment of salesmen is, on the one hand, an important basis for determining the remuneration, rewards and punishments, elimination and promotion of sales staff, thereby mobilizing the enthusiasm of salesmen; on the other hand, reviewing and analyzing the performance of salesmen can help salesmen improve. An important part of sales management is to cultivate the sales ability of salesmen. If salesmen do not improve, sales performance will not be improved.

Six: Imperfect system

Many companies do not have a systematic supporting sales management system and sales management policies that match each sales management system. The sales work of an enterprise must be I can't think of a big problem. The prerequisite is that there should be no obvious flaws and omissions in the company's sales management system. The sales management system should be systematic and mutually supportive, with checks and balances, and corresponding sales management policies to match it. Some companies have formulated strict punishment rules for sales staff who violate company rules and cause heavy losses to the company. However, in fact, these penalty rules cannot be implemented because the company has not formulated corresponding supporting systems. , As a result, some business personnel who have personally made a fortune by taking kickbacks and the company has incurred huge ownerless receivables will leave once the incident occurs, and the company cannot actually punish them.

The sales management system of many companies is not complete, as if a piece of "barrel" is missing and cannot hold water. The characteristics are: many who should be encouraged are not encouraged, and some who should be encouraged are not. There is no institutional provision for those who are punished; there is no institutional reward provision for behaviors that should be encouraged, and there is no corresponding punishment system for prohibited behaviors; the reward cannot be cashed in time, and the punishment cannot be implemented. implement.

Establish a complete sales management system

Practice shows that sales without management have become a trap that restricts the smooth development of corporate sales work. To do a good job in product sales, companies must establish a complete sales management system.

1. Sales plan management. Its core content is a reasonable breakdown of sales targets in various important aspects. These aspects include varieties, regions, customers, salespeople, and settlement methods. Sales methods and time schedules, the decomposition process is both an implementation process and a persuasion process. At the same time, through decomposition, the reasonableness and challenge of the goals can also be checked, and problems can be adjusted in a timely manner. A reasonable and realistic sales plan can reflect both market crises and market opportunities during the implementation process. It is also the hub for strict management to ensure the efficiency and intensity of sales work.

2. Salesperson action process management. Its core content is to focus on the main work of sales work, manage and monitor the actions of salesmen, and focus the work of salesmen on valuable projects. Including the formulation of: monthly sales plan, monthly action plan and weekly action plan, daily sales report, monthly work summary and next month’s work points, event sales forecast, competitive product analysis, market inspection work report, weekly fixed-point visit route, market registration office report wait.

3. Customer governance. The core tasks of customer governance are enthusiasm management and market risk management. The key to mobilizing customer enthusiasm and enthusiasm lies in profits and prospects; the key to market risk management is customer credit, ability and market price control. Management means and methods include: customer information card, customer strategy card, customer monthly review card, etc.

4． Governance by results. Result management of salesperson actions includes two aspects. One is performance evaluation, and the other is market information research. Performance evaluation includes: sales volume and payment collection, sales reporting system implementation, sales expense control, compliance management, market planning, and improvement. Information research includes: company performance, competitor information, such as quality information, price information (second batch and retail), variety information, market trends, customer information, etc.;