CIE Business Plan Template

A business plan template that not only is formatted for paging and indexing, it comes with sample text to make the

building of content easier.

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Customer Database Template in Microsoft Excel

A database template in Microsoft Excel for simple capture and maintenance of a customer database in a spreadsheet. This template was actually use in a customer service program of an ICT company for more than five (5) years and help in their customer base management. It has two (2) worksheets: Customer Data and Marketing template. The comprehensive database is in the customer data spreadsheet while the data for marketing purposes is used to keep track of information related to the contact person of institutional customers. Download the Microsoft Excel template using the link below:

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Activity Tracking Form

The activity tracking form keeps track of the date, time and place of any activity done for the Gift of Gold. The form also records the objective of the activity (what is the activity going to accomplish?). It also records the participants of the activity, the time the activity started and when the activity was completed or finished. The activity tracking form enables the project manager or the Gift of Gold facilitator tract the number of hours spent by the student for Gift of Gold. The form comes in an 8.5" x 11" paper and comes with a second page if the number of participants exceeds sixteen (16). The form is used by the designated secretary of the team or the class.

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Minutes of the Meeting

The Minutes of the Meeting is a form that records discussions or activities completed. The Minutes of the Meeting always comes with the Activity Tracking form. The form contains information about the date, place, time, presiding officer, time start and time finished. The main body of the minutes of the meeting contains three (3) columns: Points Discussed, Points Discussed by and Action to be Initiated. The form is used by the designated secretary of the team or the class.

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Project Team Roster

The Project Team Roster Form is simply a master list of students in a class involved in the Gift of Gold Project. The form facilitates the gathering of basic information about the class. It provides information exactly what class level, campus, building, room, class adviser, and team membership. The project team roster form is supposed to be completed by the Management and Operations Team. The form comes in an 8.5" x 11" paper and comes with a second page if the number of members exceeds sixteen (16).

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Activities/Task Assignment

The Activities/Task Assignment form or simply Task Assignment Form is a form used by the Team Leaders to assign tasks to each member of the team. This form will aid the Team Leader in keeping track of assignments or tasks and its corresponding deadlines. The form provides information such as name of beneficiary, class level, campus, room number, building, class adviser, task assigned, name of person assigned a task, deadline, deliverables, and remarks about actual results. The form is in landscape printed on 8.5" x 11" paper and comes with a second page.

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Family Profile
The Family Profile is a form that gathers data about the socio-economic profile of the GoG Family  Beneficiary. It records the full name of the head of the family, complete address, means of livelihood, daily and monthly income, sources of income, monthly expenses, assets, and an approximation of savings. The forms also requires a photo of the family and the head of the family. The form is used by the Research and Documentation Team when they conduct an interview of the family. The form is in a single page portrait orientation printed on 8.5" x 11" paper.

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Beneficiary Personal Information Sheet
The Personal Information Sheet is a form use to gather data about the member of the beneficiary household who can already work or who can already get employment. This is optional for household members who are not yet reach employable age. The form gathers data about the household member such as: full name, birth date and place, civil status, age, gender, religion, blood type, SSS number, taxpayer's identification number, PhilHealth membership number, home address, and educational attainment. The form requires photo and fingerprints. The form is in a single page portrait orientation printed on 8.5" x 11" paper.

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Assessment of Relevant Skills and Work Experience

The Gift of Gold requires family members of our beneficiary to have skills relevant to the micro-enterprise that will be established for them by the CIE kids. To be able to evaluate and document these skills, a form was designed to gather data about work experience and skills. This form is more often referred to as Skills Inventory Form. The form records the following data about the beneficiary: work experience more specifically what type of work, former employment or business done prior to GoG; skills acquired through training including information about training sponsor, institution organizing the training, and a set of questions about past business and skills. The form is in a single page portrait orientation printed on 8.5" x 11" paper.

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Self & Peer Evaluation
The Self & Peer Evaluation Form was designed to gauge the perceived involvement of the students in the Gift of Gold project. The form records the degree of student participation in meetings, ideation, work completed in terms of quality and quantity. It is used by the student to aid in rating himself and his team mates. The form is in a single page landscape orientation printed in 8.5" x 13" paper (folio).

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Template - Major Activities According to Teams
This is a template for the Management and Operations Team (MOT) and the Class Adviser to get an overview of the major activities of each team shown in one matrix. The MOT can revise, modify, improve or build on this matrix to identify other activities that maybe unique to the class because of the business model chosen. The template is in single page landscape printed on 8.5" x 11" paper.

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