CFLD TANGERANG NEW INDUSTRY CITY DEVELOPMENT, PT (CFLD)
CFLD
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Client ID
1493
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Client Name
CFLD TANGERANG NEW INDUSTRY CITY DEVELOPMENT, PT
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Alias
CFLD
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Initial
CFLD
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Account Manager
Levitasari Darmawan
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Industry
Property
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Address
Gedung Equity Tower Lantai 42. Zona D, G Dan H SCBD Lot 9, jalan Jendral Sudirman Kav. 52-53 Senayan Kebayoran Baru Jakarta Selatan DKI Jakarta 12190
Revenue
| # | Proposal # | Programme | Invoice # | Amount | Month | Year |
|---|---|---|---|---|---|---|
| 1 | 077/CFLD-EN/V/20 | People Development Training Series | 4881 | IDR 95,000,000 | 8 | 2020 |
| 2 | 120/CFLD-SA/V/19 | Future Star Development Program Batch 1 Assessment | 4783 | IDR 69,090,909 | 1 | 2020 |
| 3 | 218/CFLD-SA-AI/VII/18 | Through Teaming to Winning | 4499 | IDR 45,100,000 | 9 | 2018 |
| 4 | 218/CFLD-SA-AI/VII/18 | Through Teaming to Winning | 4500 | IDR 38,500,000 | 9 | 2018 |
Won Deal
| # | Proposal # | Project Name | Amount | Month | Year |
|---|---|---|---|---|---|
| 1 | 077/CFLD-EN/V/20 | People Development Training Series | IDR 95,000,000 | 8 | 2020 |
| 2 | 120/CFLD-SA/V/19 | Future Star Development Program Batch 1 Assessment | IDR 69,090,909 | 1 | 2020 |
| 3 | 218/CFLD-SA-AI/VII/18 | Through Teaming to Winning | IDR 45,100,000 | 9 | 2018 |
| 4 | 218/CFLD-SA-AI/VII/18 | Through Teaming to Winning | IDR 38,500,000 | 9 | 2018 |
Active Proposal
| # | Proposal # | Project Name | Project Status | Project Amount |
|---|
Lost Opportunity
| # | Proposal # | Project Name | Project Status | Project Amount |
|---|---|---|---|---|
| 1 | 080/CFLD-EN/VI/20 | Lavon I-Lecture | Deal Lost | IDR 5,000,000 |
| 2 | 0 | Growing the Company by Developing Other Training Program | Deal Lost | IDR 85,000,000 |
| 3 | 041/CFLD-SA-/II/20 | From Training to Learning Journey | Deal Lost | IDR 120,000,000 |
| 4 | 099/CFLD-SA/IV/19 | Leadership Habits, Building Character Training | Deal Lost | IDR 75,000,000 |
Client PIC
| PIC Name | PIC Title | PIC Phone | PIC Email |
|---|---|---|---|
| Anisa Samakta | Lavon pic | 087878671113 | anisasari@cfldi.com |
| Anne | GM HR | 08151832280 | anne.darmawan@cfld.co.id |
| anne | HR Director | +62 817-868-176 | anne.darmawan@cfld.co.id |
| anne | HR Director | 08151832280 | anne.darmawan@cfld.co.id |
| Anne | HR Director | 0817868176 | anne.darmawan@cfld.co.id |
| Ibu Anne | HR Associate Director | 0817868176 | anne.darmawan@cfld.co.id |
| Intan | HR Manager | +62 811-1061-808 | intankumalasari@cfldcn.com |
| Ruby Arimurti | HR Specialist | 02129182400 | rubyarimurti@cfldcn.com |
Invoice PIC
| PIC Name | PIC Title | PIC Phone | PIC Email |
|---|---|---|---|
| Anne Agustine Darmawan | Human Resource Associate Director | 0817868176 | annelee@cfldcn.com |
| Ibu Anne Agustine Darmawan | Human Resource Associate Director | +62 817-868-176 | anne.darmawan@cfld.co.id |
| Ibu Intan Kumalasari | HRD | +62 811-1061-808 | intankumalasari@cfldcn.com |
Perkenalan dan explore kebutuhan
Chat bu Intan to inform CX training program
Chat Bu Anisa to inform CX training program
Chat Bu Intan to share SQCI article's
Chat Bu Anisa to share article
chat bu anisa to inform public class schedule in 2023
Chat bu Intan to inform public class schedule in 2023
Chat bu Anisa to inform Managing CX For Business Excellence training program
Chat bu Intan to inform CX For Business Excellence training program
Chat bu Anisa to inform CX In Sales Activity training program
Chat bu Intan to inform PC Nov
Chat bu Intan for introduction
Chat bu Anisa to inform PC Oct
Chat Bu Anisa to introduce..
Greetings ke Ibu Anne, explore opportunity
Perkenalan dengan Ibu Anne, explore opportunity
26mar 1on1 session with training pax (13.00-14.00)
26mar 1on1 session with training pax (13.00-14.00)
(activvity 18 Mar 2021) 15.30 - 17.00 - present summary report FSDP Batch 02 to CEO dan Head HR - next action plan: present individual report FSDP 02 to Dept Head of each participants
- present ke1 utk hasil report FSDP batch 2 11.00 - 12.00 & 15.00 - 17.00
Fup utk jdwk meeting 5 mar
- internal discussion utk masalah invoice yang dikonfirmasi oleh pihak finance cfld
2 Mar >> Konfirmasi perihal proses pembayaran invoice
- cek utk jadwal pembayarn sesuai dengan inovice yang dikirim waktu lalu - pembayaran sedanng dalam proses, tetapi jadwal di hold karena sedang ada penentuan budget 2021
- fup utk surat permohonan invoice manual ke BIA - fup surat permohon ke pic cfld utk diproses - request finance SQCI utk bikin invoice manual sesuai dengan permintaan CFLD
- fup utk pengiriman report - fup dengan Hanan utk komunikasi dengan vendor assessor
- fup utk pengiriman report - fup dengan Hanan utk komunikasi dengan vendor assessor
- koordinasi utk revisi invoice - koordinasi dengan bia utk hal tsb - konfirmasi utk pengiriman report yang mengalami keterlambatan
Request utk dikirimkan kwitansi terbaru dgn tanggal di feb
Request utk dikirimkan kwitansi terbaru dgn tanggal di feb
- create BAST for payment process - send BAST via email - confirm to pic
Prepare hardcopy BAST Program Assessment for EN
Program run - day 2 assesment standby for pax schedule
- koordinasi revisi jadwal assessor - koordinasi utk persiapan teknis assessment day 2
- create draft BAST FSDP Batch 02
FSDP batch 2 asssement - day 1 of 2 - preparation before start 08.00 - 09.00 - standby as co-host 09.00 - 15.00
ACTIVITY (21/01) - persiapan teknis assesment: welcome letter, mekanisme test
ACTIVITY (21/01) 10.00 - 11.30 - meeting dengan pic dan assessor utk pembahasan teknis program
- pembahasan teknis utk assesment - create link zoom utk meeting bsk dengan assessor
- create link zoom utk kelas assesment - send link to pic dan reconfirm
- arrange schedule dan koordinasi perihal teknis program assesment
(15.00 - 15.40) - present program assessment in detail
- send proposal untuk FSDP babtch 2 - detil akan dibahas pada meeting sore ini . 3 pm
- pic request meeting terkait dengan diskusi program detail - create link zoom utk meeting bsk
- diicuss schedule, program detail for cfld assessment
14.00 - 15.00 - discuss untuk next project assesment (mom terlampir)
- confirm schedule meeting on fri, 8 jan - create link zoom - send email invitation by google calendar
-Fup schedule meeting utk next project schedule and detil -meeting discussion on friday
Review Draft Quotation Program 2021 dr Enita
Bahas budget 60 sekian untuk project 2021 yang budgetnya mau dibuatkan invoice 2020, detail program dibicarakan di 2021, termasuk bila ada penyesuaian biaya, bila ada penambahan maka ambil di budget 2021
run di 2021Click here for proposal detail
Proposal created with number 274/CFLD-EN/XII/20Click here for proposal detail
- final check sertifikat fisik - kirim sertifikat ke pic
- cek sertifikat fisik sales 56 peserta leader 83 peserta best pax 6 peserta
- explore training needs 2021
- utk rfp program teknikal mengenai excel intermediate advance sqci tidak bisa memenuhi
- rfp training online ms excel intermediate - advance - discuss with fenti for fulfill the rfp - discuss with other vendor to fulfill the rfp
- penyampaian report revisi - sudah disetujui reportnya
- compile report revisi ppt dan excel
- final cek e certificate "Leadership in Action" 83 peserta - final cek e certificate "sales training series" 56 peserta
11.00-12.15 - report revision discussion - training review - training schedule 2021
Terkait post training report yang sdh dikirimkan , pic minta revisi report yang lebih comprehensive. Untuk detilnya akan dibicarakan di meeting bsk, 11am
- send revisi report full english version
- revisi wording pada e-certificate training series - revisi report training series
- followup utk penerbitan e-certificate - validasi nama peserta
compile report "People Development Series" - 5 module
meeting dan exploring program ZOOM utilities
- administrasi utk kelengkapan invoice - follow up report ke trainer
- send hardcopy BAST to CFLD
- Create BAST - check draft letter to ER, Meicen, JA, pic CFLD - send final draft and signed by JA
- fup BAST
- fup bast utk proses pembayaran segera
- send webinar login detail for modul #5
Introduce IKJ as main facilitator modul #5 Discussion modul #5 17.30- 19.00
- schedule confirmation utk modul 5 - discuss report format with PIC and PDD SQCI - discuss delivery detail for modul 5 - create zoom link utk modul 5
change categoryClick here for proposal detail
- meeting re-present modul #4 "High Impact Presentation Skills
- reschedule meeting utk re-present modul #4 menjadi besok, 15.30
- create zoom link utk meeting bsk - create zoom link utk kelas training modul #4 hari 1 dan 2
send CL utk PC 11 Agst - free voucher redeem
- brief untuk persiapan modul #4 - arrange training schedule
- arrange schedule modul #4 - assignment progress collection
- preparation for training 7 Aug - collect assignments
- create link zoom utk modul #3 - send link to all participant - reminder assignment submitted - collect all assignments
month August 2020Click here for proposal detail
- create draft LOA - send to ER to re-check before send to pic
- assignment collect - remind pax
Koordinasi dan persiapan modul 2 - koordinasi tanggal training fixed - create link zoom invitation - remind and collect assignment - send invitation to group chat - standby for assisting group chat (any questions related to assignments)
- create article report for class 15Jul - discuss with PDD - send to pic for approval
- persiapan kelas webinar
arrange schedule revision for training series (discuss with Mba Titi dan PDD)
- arange new schedule revision for all webinar session - discuss with PDD & Scheduler (Mba titi)
CL signedClick here for proposal detail
- schedule change from inclass to webinar due to psbb Restriction
- discuss and prepare for pre-training sesion (familiarization)
-revise contract letter same as npwp
- create draft CL - koordinasi tanggal dengan Mba titi, pdd, dan pic CFLD
- f/up proposal pending - pic info untuk proposal sudah disetujui dengan revisi budget di Rp, 95,000,000,- (angka maksimum untuk project tanpa tender) - draft confirmation letter sudah dikirim, menunggu signing - schedule discussion and confirmation
- fup proposal pending - pic belum merespon
- fup proposal pending - masih dalam proses approval
- fup ke pic utk proposal approval - pic akan memberi update hari senin karena jadwal meeting dgn VP tertunda
- diskusi dengan tim PDD - revisi proposal CFLD menjadi blended (webinar + in class)
- 2nd proposal presentations - detail discussion
23 Jun 2020 - proposal discussion - arrange meeting for presentation (next week, date will be informed by pic)
send revised proposal ( 7 topics in 5 main programs with 15 sessions webinar - 15 weeks)
Call pic to explain the detail revised proposal
- send welcome package for lms free trial - call pic to explain detail about lms
concall dengan pic - Bu Anne utk updates dari SQCI mengenai request perubahan proposal: tim PDD sqci akan rework lagi utk proposalnya...rencananya akan dibuat program series utk frontliner kurang lebih 15 mgg pembelajaran atau 15 sesi pembahasan yg mencakup ke7 topik tsb...dipastikan utk tdk adanya redudansi dan efektifitas program dan sasarannya tetap tercapai. Dari 15mgg utk 12 mgg pertama utk semua peserta, dan di 3mgg terrakhir utk leadernya..
- project Lavon I Lecture is ending due to the New Normal situation and WFO - pic will inform later for any other updatesClick here for proposal detail
- present "complaint is an opportunity" webinar session - pic request price negotiation - training date: 25 Jun, 03 Jul, 10 Jul, 17 Jul
- create quatation and send thru email - reconfirm to pic and explain the new price
- prepare for meeting 18jun - send meeting invitation - discuss with pic for detail agenda - send proposal detail and brief explanation to trainer
- reconfirm schedule meeting on thursday 18jun
-reschedule meeting June 16 to June 18 Agenda: proposal presentation and discussion
Proposal created with number 080/CFLD-EN/VI/20Click here for proposal detail
- discuss RFP i lecture Lavon
Proposal created with number 077/CFLD-EN/V/20Click here for proposal detail
Send Proposal e learning program series
- RFP dicussion:training program for frontliners
- flow activity detail discussion for Webinar session
- final briefing before session run 13.15 - 14.00
- design thank you card for attendees participation
Support EN for Webinar arrangement who use Lily Kho and her team as facilitators
- webiner preparation (rsvp list, welcome letter)
- create welcome letter - discuss with internal sqci and cfld team
pre-meeting utk persiapan program free webinar
- pre meeting preparation
Meeting persiapan Webinar Rabu 20 Mei 2020 dengan tim CFLD bersama EN dan HN, memperkenalkan Lily Ko dan Roshini ke bu Anne, mba Ruby, mba Anissa. EN follow up proses berikutnya
- koordinasi free webinar program with CFLD team and SQC - Ms. Lily Koh - arrange meeting for brainstrom
- sales courtesy call - offer e-learning and trial program - pic interest to have a free webinar (private for CFLD) as a trial experience for training needs consideration
- sales courtesy call - offer e learning program and trial package - pic will discuss with head HR
- pic request sqci to participate on their sosmed activity
- discuss and revisi kuesioner: training need analysis
Conference call to discuss template quizioner
conf. call meeting with client internal discussion with Toni for LNA
sending list of indicator for LNA requested
Learning Need Analysis discussion with EN Will send the list of question next Monday
SQCI withdraw the proposalClick here for proposal detail
double inputClick here for proposal detail
SQCI withdraw the proposalClick here for proposal detail
SQCI withdraw the proposalClick here for proposal detail
SQCI withdraw the proposalClick here for proposal detail
SQCI withdraw the proposalClick here for proposal detail
Guiding client on developing people development syllabus program Click here for proposal detail
coordinating schedule for meeting presentation by Mc.T
post report meeting
1 on 1 report batch 1 @ cikupa
sending MOM and summary of inquiry of Holistic & Integrated Learning Project collecting some doc to be studied by Sq centre
courtesy for client situation regarding the virus issue, client asking to meet and discuss for next project (with MT)
exploring opportunity for having consult program & coaching series for HR assc. Dir
issue invoice & manage submission for direct payment in the same day
Report summary final rev
Report to CEO accompanied with Hanan
Forecast addedClick here for proposal detail
change into forecastClick here for proposal detail
Proposal created with number 009/CFLD-SA/I/20Click here for proposal detail
Forecast addedClick here for proposal detail
Forecast addedClick here for proposal detail
report meeting to HR Dir with MT
f.up report to vendor
Rev LOA add 1M more to adjust meal cost
brief after assessment & light verbal report to PIC
brief after assessment & light verbal report to PIC
add on investment value for lunch in day 2Click here for proposal detail
invoice in Jan 2020Click here for proposal detail
Pembulatan sebelum ppnClick here for proposal detail
program only-- no venue no meals no shuttleClick here for proposal detail
nego on investment value & program itemsClick here for proposal detail
need revision on material and costing Click here for proposal detail
change in to 2 days include: venue & shuttle busClick here for proposal detail
present by hanan can be regular program need dir level as the lead trainer ( in pre assessment part)Click here for proposal detail
reactivatedClick here for proposal detail
reactivate the proposal 6 pax assessment seriesClick here for proposal detail
Discuss with trainer to design the proposal ( Competency Assessment Project)
no trainer in charge for competencies assessment ( too many inquiry compare to initial request)
Lost .withdrawal on proposal due to no competencies in SQCI as per trainer ( IQ & TN)
Proposal created with number 125/CFLD-SA/V/19
Proposal created with number 120/CFLD-SA/V/19
SQCI withdraw the proposal due to no trainer available
costing include Bembi's team budgeting
jul running
program only
training only under 50M due to no bidding process Approved budget by pak Joseph
Forecast added
Proposal created with number 099/CFLD-SA/IV/19
leadership training inquiry
innitial meeting for training inquiry
explore for training
rev
rev invoice due to add pax
2x invoice
no add invoice needed
add 1 pax
split 2 invoices
plan run in sept
pax decreased into 75 pax client calculated the program per pax costing
pax decreased into 75 pax client calculated the program per pax costing
change to 14-15
change to 14-15
tangerang
tangerang
77 pax 1 day team building 1 day stay for energizing
77 pax 1 day team building 1 day stay for energizing
plan 31 aug- 1 sept
plan 31 aug- 1 sept
program only 1 day : meeting energizer 1 day: team building
program only 1 day : meeting energizer 1 day: team building
by MT
by MT
Proposal created with number 218/CFLD-SA-AI/VII/18
Proposal created with number 218/CFLD-SA-AI/VII/18
Add New Client
Conf call Discuss with TN for consulting the TNA requested