ActivityBoard of DirectorsI. List the processesReview Budget PlanII. Prioritize using the toolsTool#1ProcessImpactImplementationCurrent StateValue# affectedEmployee levelTime to marketFundingTime of next cycleEmployee SatisfactionPain levelProcess ExistBenefit/ReturnReview Budget Plan31332221219

III. Objectivesa. Single Transaction Objective
Jamaico Tan: Jamaico Tan:Everytime I would do these process, what would I like to accomplish?

To provide a cooperative budget plan on the first month of each calendar year.b. Quality Objective
Jamaico Tan: Jamaico Tan:What kind of service/ what type?

To provide a Budget Plan that is responsive to the needs of the cooperative c. Efficiency Objective
Jamaico Tan: Jamaico Tan:Volume and speed

To ensure 100 % financial adequacy of all activities and transactions of the cooperatived. Corporate Objective
Jamaico Tan: Jamaico Tan:V,M, and profitability4 objective should be interconnected

To guarantee that the cooperative can provided for the financial needs of its member employees IV. Process Mapping- Identify your SIPOCHyperlinkIdentify boundariesV. Process mapping- RASCI TableHyperlinkIdentify peopleVI. Value Added AnalysisHyperlinkTo check the waste and to improve on the important stepsTo know the step if you will optimize, or eliminateIdentify disconnectsVII. Value StreamHyperlinkVIII. FlowchartFlow chartRecommend changes

SIPOCBack

SUPPLIERSINPUTS
Jamaico Tan: Jamaico Tan:Trigger to startPROCESS
Jamaico Tan: Jamaico Tan:Adds value to your input to make a outputOUTPUT
Jamaico Tan: Jamaico Tan:Trigger to endCUSTOMERS

BODCalendar of Activities, Projected Loan Transactions and Financial StudiesBOD will compare the Cooperative Year Round Activities and the projected volume of Loan Transactions vis--vis the Cooperatives current Financial status Annual Budget Plan ( Budget Per Activities and Maximum Loanable Amount)All Cooperative MembersBudget ReviewBODCalender Of ActivityFinancial Study

RASCI

Back

RASCI TABLEBODACCTGHR SPECIALISTMEMBERLP1BORROWERSTEPSACTUAL STEPSIN PROCESSCRI1. Plot Year Round Calendar of ActivitiesRSA2. Asked the Loans Department for last years total amount loanedRA3. Check Current Financial Status of the CooperativeRCSI4. Determine the projected amount for the coop's year round activityR AS5. Allocate funding for each activityR AI6. Determine the maximum amount that can be loaned to the membersR ACSI7. Finalize budget plan

VALUE ADDED ANALYSISBackPer stepStep/Acitivty

YesNecessary to produce outputNo

Contribute to customer needs?NoContribute to the business owners

YesYesNo

Value-addedValue EnablingNon-value-add

OptimizeReduceEliminate

VALUE STREAMBack

ACTUALIDEAL

Quality

Speed

FLOWCHARTBack

RASCI TABLESpeedQualitySTEPSACTUAL STEPSIN PROCESSIDEAL TIMEREAL TIMEDESIRED OUTPUTACTUAL OUTPUTOBSERVED EFFICIENCIESOR DEFICIENCIESACTION POINTAARSecure Application form from LP130 MINS-1 HOUR15MINSTO PROVIDE FASTEST ISSUANCE OF FORMS
Jamaico Tan: Jamaico Tan:Minimum %.

At least what %FAST AND RELIABLEFAST AND RELIABLEAARFilled out AF with attached docs1 HOUR2 DAYSTO HAVE COMPLETE AND RELIABLE DOCS COMPLETE DOCSCOMPLETE ATTACHED DOCSSRIForward to Senior LP for recording and checking.1 DAY1 1/2 DAYSGET RIGHT INFORMATION PRIOR TO APPROVALVALIDATED INFORMATIONVALIDATED INFORMATIONCAN BE DONE BY ONE PERSON FOR FASTER PROCESSINGSRACheck if share is enough for loan, If enough submit to HR for payout capability.1 DAY1 1/2 DAYSONLY THOSE WHO ARE ENTITLED CAN AVAILAVAILED BY ENTITLED PERSONRAIIf shares not enough, request for co-maker12TO ASSIST BORROWER WITH THE NEEDED AMOUNTSARif employee share is not enough, return AF to borrower to get two co-maker to assistIARIForms with co-maker for LP validations, THAT CO MAKER HAS NO EXISTING LOAN OR PREVIOUS CO MAKER

IRAIIF CO MAKER IS ALLOWED TO ASSIST, FORMS WILL FORWARDED TO HR FOR PAYOUT CAPABILITY

SampleSite identificationprocurementhiring of personnelpersonnel complementinstallation of systems, hardware and communicationCommunication/computer systemopenning of branchRASCIschedule of ocular inspectionocular inspectionpreparation of ocular report

SIPOC SampleSUPPLIERSINPUTSPROCESSOUTPUTCUSTOMERS

Site identificationMancom Approval

Site approvalProcurementConstruction/Materials/ Equipment

hiring

itapproved layoutinstallation of systems, hardware and communicationCommunication/ Computer systemopenning of branch