Task Group Task Level Task Owner Task Details

Business SS Ongoing CSC Training

Business SS Issue policies upon customer purchase through bank
Business SS Sales report to Gerry
Business SS Draft Policy wordings for Travel
Bangkok bank for thai insurance to identify insurance market in Thailand Called
Business SS yesterday but got voicemail. Will call today.

Business SS To Collect PA, Motor, Vehicle, Travel pricing from Competitor

Business SS Trade mark registration
Business SS Work with Ryan (DT) - Premium analysis for Motor, PA
Business SS Review translations for PA product
Business SS Arbear to do policy issuance, Outhay and Phonesak to do checking

To contact Garages from the list

15 garages were contacted & draft agreements sent. No one has responded.
Claims High SY Followup for confirmation

Claims SY To create a map which will identify which loss adjustor to assign based on Accident site.
Claims High SY Deloitte will revert with the contracts by July 10, 2017

Hastady -To contact Adjustors from the same list

To contact Loss Adjustors from the list
Claims SY No one has been contacted,

Claims SY To create a map which will identify which Garages to assign based on Accident site.
Claims High SY Submit plan to travel to provinces to meet LA & Garages to Gerry
Finance GNC Find invoice for PABX

Finance GNC Rohan to see if we are using 2 internet services

Rohan Visa Pharnaphone working with agent to get this done. Obtain b2 form on July
HR & Admin BP 14.
HR & Admin BP Motor Cycle training Ongoing till July 13 2017 85% complete
HR & Admin BP Mdm. Sengdao has assigned Khinnakone to work on reinsurance (?)
HR & Admin BP Collate info from competitors Kinnakone
HR & Admin BP Kinnakone has taken sick leave today so no update
HR & Admin BP Sales Scripts Kinnakhone to submit on July 11, 2017
HR & Admin BP Kinnakone states sent to gerry but gerry has not received.
HR & Admin BP Bounna to forward to Gerry

HR & Admin BP Screen IT candidates for hiring Nantakone & Vanhaly to perform this
HR & Admin BP 5 potential candidates
HR & Admin BP Motor quiz Kinnakone
HR & Admin BP No update as Kinnakone on leave.
HR & Admin BP Follow up with petrotrade & khuanchay Kinnakone
HR & Admin BP Get reply from HR in Khuanchay HR will send email to us by 14/7
HR & Admin BP Get reply from HR in Petrotrade HR will send email to us by 14/7

HR & Admin BP Send email to PSVB bank to follow up on survey need by July 14, 2017
HR & Admin BP Get reply from HR in PSVB HR will send email to us by 14/7
Screen candidates for Call Center 2 already hired, 3 new needed. This will start next
HR & Admin BP Monday 17/7. Costs to be put in the budget.

HR & Admin BP Nantakone to go to Ministry of finance to get TAX certificate after submitting the asset list
HR & Admin BP Regular admin staff ongoing expense claims
HR & Admin BP Curtains installation Vanhaly
HR & Admin BP Khinnakone to amend sales script from Gerry's comments
HR & Admin BP Bounna to being to arrange interviews with potential candidates
HR & Admin BP Send motor quiz to Gerry
HR & Admin BP Follow up on response for Tax certificate from Ministry of Finance

HR & Admin BP Tailoring of uniforms - Nantakone to follow up on approval from Phaiboun

HR & Admin BP Check and update Budget for IT - Salaries and employees
HR & Admin BP Send Motor training schedule to Gerry
HR & Admin BP Follow up with Ta on the no. of people and availability from PSVB
HR & Admin BP Nantakone - To do Stationery requisition with 3 vendors

Bounna to compare stationery vendor based on the past quotes and recommend which
vendor to go with for the year.
HR & Admin BP Review to be done every year
IT RA Social strategy sent to Gerry today facebook & google pricing
IT RA Corporate presentation sent to Gerry
IT RA Network diagram & quotes
IT RA Conversation starters sent to Thenkham & Gerry
Follow up for call center PABX and get some technical assistance,
IT RA Check with finance whether this was purchased.
IT RA UAT test scripts to be sent to Santi , Soliyong
IT RA COA Get approval and send to CSC
IT RA Get Deloitte to get additional reports to be done.
IT RA Rohan to place the router quote which was approved.
IT RA Reports Get approval and send to CSC.
Rohan to see if Google maps can assist help on this mapping Claims loss adjustors based
IT RA on accident site

Marketing High Xay Xay to provide nos. for marketing collaterals - TK to forward to Gerry in English

Worked on design the back of package, not yet finished. 6 different package designs need
to be created and will be done today
Marketing High Mano Gerry Gave revisions and these need to be incorporated
Marketing Mano Went to work for the bank July 12
Marketing VK To send copy this morning

Go to printing house to get quotes for package printing

Quotes received from 2 printers,
Marketing High Xay / Ta TK - needs to translate in English
TK to insert pictures against the items on the quote so easier didnt finish yesterday, so
Marketing TK will send today
Marketing GC / RA Ry/RA/GC to start budget sheet and plug in all values.
 Quotation for holding stands and LCD
Verify the quote with the vendor again Manothaile will be done today
Marketing TK TK will send to Gerry in english today

Rohan to get quotes for the devices -

Quote received - 1.5 million kip for Lenovo Tabs
Marketing Rohan Rohan to send dimensions to TK so he can liase with the vnedor
TK to integrate the tablets into the stand for safety and security - Get vendor to quote
Marketing TK accordingly for the stands
Marketing XAY/Mano Xay to get price for concerte or heavy stands today
Marketing VK Design rear of package VK
Marketing VK Design package for motorcycle
Marketing VK Poster for Window Design
Marketing TK Petrol pump advert, Measurements submitted

Marketing Front Desk Purchasing sample gifts front desk girl to get 6 7 items for Gerry to decide

Design APA sticker to be put on the water bottles and given to Gerry
Marketing TK Put Photos on Gift and give to gerry so he can take them to SG for board
Marketing TK Provide cost of Sticker (for windscreen) to Gerry
TK Windscreen envelope needs to be translated today
Marketing VK Design the Garage sign box by VK
Outgoing call script to be created by Wednesday translate to LAO and share with call
Marketing TK center staff TK
Front Desk Translate call script to English
Marketing TK Follow up for brochure price for Motor Car / Cycle Also done
Follow up with PSVB for banc assurance contract / commission
Marketing TA Ta has done and meeting fixed with Bank for July 13, 2017
Marketing TK Quote for SMS & translated to english Done
 XAy / Bank support group Contact list to be created for all competitors (petrol station,
minimarts, coffee shops) for advertising and then we need to send to bank to see if any
Marketing Xay existing relationships so we can leverage and use them.

tA plan PSVB staff for motor sales training for front office (Ta has sent email to PSVB
requesting for list of participants). Bounna to send schedule for PSVB staff training today
Marketing TA/BP 14/7

Marketing TK Draft communicate to PSV Group employees TK to send Gerry

Rohan to get email group address for all employees in PSVG, reach out to Bounna to get
Marketing BP the HR contact details of the group
Contact PSVB details for loan officers for the credit life competition & give them an
Marketing TK update for the ratings
Marketing VK Create identity card for Loss Adjustors
Marketing TK Follow up on brochure printing with printing house
Marketing TK Finalise all numbers of each collateral needed
Marketing TA Visit remaining petrol stations
Send to Thai printers the packets today 14/7 and follow up on quotations for packets on
Marketing TK Wed 19/7
Finance GNC Produce report for Mdm Sengdao for hardware
Marketing TK Arrange meeting with video production (Digitalmonkey)
SS Query invoice for DFDL
Finance GNC Create investment policy
BP Send product knowledge quiz to Gerry for review
 Orig Date Completed Date Revised Date Delay Days Task Status
Thursday, July 13, 2017 Thursday, July 13, 2017 Completed
Ongoing In Progress
Ongoing Friday, July 14, 2017 In Progress
Thursday, July 13, 2017 Monday, July 17, 2017 In Progress

Wednesday, July 12, 2017 Friday, July 14, 2017 In Progress

Friday, July 14, 2017 Monday, July 17, 2017 In Progress

Monday, July 31, 2017 In Progress
Friday, July 14, 2017
Friday, July 14, 2017
Ongoing

Tuesday, July 11, 2017 In Progress

Tuesday, July 11, 2017 Tuesday, July 11, 2017 Completed

Tuesday, July 11, 2017 In Progress

Tuesday, July 11, 2017 In Progress

Tuesday, July 11, 2017 Tuesday, July 11, 2017 Completed

Friday, July 14, 2017 In Progress
Wednesday, July 12, 2017 Friday, July 14, 2017 Completed

Wednesday, July 12, 2017 Friday, July 14, 2017 Completed

In Progress
Thursday, July 13, 2017 Friday, July 14, 2017 In Progress
 Wednesday, July 12, 2017 In Progress
Tuesday, July 11, 2017 In Progress
Tuesday, July 11, 2017 In Progress
Tuesday, July 11, 2017 Wednesday, July 12, 2017 In Progress
Tuesday, July 11, 2017 Wednesday, July 12, 2017 In Progress
Tuesday, July 11, 2017 Wednesday, July 12, 2017 In Progress

Tuesday, July 11, 2017 In Progress

Tuesday, July 11, 2017 In Progress
Tuesday, July 11, 2017 Friday, July 14, 2017 In Progress
Tuesday, July 11, 2017 Friday, July 14, 2017 In Progress
Tuesday, July 11, 2017 Friday, July 14, 2017 In Progress
Tuesday, July 11, 2017 In Progress
Tuesday, July 11, 2017 In Progress

Friday, July 14, 2017 Friday, July 14, 2017 In Progress

Tuesday, July 11, 2017

Tuesday, July 11, 2017 In Progress

Tuesday, July 11, 2017 Friday, July 14, 2017 In Progress

Ongoing In Progress
Tuesday, July 11, 2017 In Progress
Friday, July 14, 2017 In Progress
Friday, July 14, 2017 In Progress
Friday, July 14, 2017 In Progress
Friday, July 14, 2017 In Progress

Friday, July 14, 2017 In Progress

Friday, July 14, 2017 In Progress
Friday, July 14, 2017 In Progress
 Friday, July 14, 2017 In Progress
Friday, July 14, 2017 In Progress

Friday, July 14, 2017 In Progress

Monday, July 17, 2017 In Progress
Monday, July 10, 2017 Completed
Monday, July 17, 2017 In Progress
Tuesday, July 11, 2017 Completed

In Progress
Wednesday, July 12, 2017 Completed
Monday, July 10, 2017 Completed
Monday, July 10, 2017 Completed
Monday, July 17, 2017 In Progress
Tuesday, July 11, 2017 Completed

Friday, July 14, 2017 In Progress

Thursday, July 13, 2017 Thursday, July 13, 2017 Completed

Thursday, July 13, 2017 In Progress

Thursday, July 13, 2017 Completed
Thursday, July 13, 2017 Thursday, July 13, 2017 Completed

Thursday, July 13, 2017 Friday, July 14, 2017 In Progress

Thursday, July 13, 2017 Friday, July 14, 2017 In Progress

Monday, July 17, 2017 In Progress
 Thursday, July 13, 2017 Friday, July 14, 2017 Completed

Thursday, July 13, 2017 Friday, July 14, 2017 In Progress

Thursday, July 13, 2017 In Progress

Thursday, July 13, 2017 In Progress
Thursday, July 13, 2017 Friday, July 14, 2017 In Progress
Tuesday, July 11, 2017 Friday, July 14, 2017 Completed
Thursday, July 13, 2017 Friday, July 14, 2017 In Progress
Thursday, July 13, 2017 Friday, July 14, 2017 In Progress

Thursday, July 13, 2017 Friday, July 14, 2017 In Progress

Thursday, July 13, 2017 In Progress

Thursday, July 13, 2017 Friday, July 14, 2017 In Progress
Friday, July 14, 2017
Thursday, July 13, 2017 Friday, July 14, 2017 In Progress

Thursday, July 13, 2017 Friday, July 14, 2017 Friday, July 14, 2017 In Progress
Friday, July 14, 2017
Thursday, July 13, 2017 Friday, July 14, 2017 Completed

Thursday, July 13, 2017 Friday, July 14, 2017 In Progress

Wednesday, July 12, 2017 Friday, July 14, 2017 Completed
 Thursday, July 13, 2017 In Progress

Thursday, July 13, 2017 In Progress

Thursday, July 13, 2017 Friday, July 14, 2017 In Progress

Thursday, July 13, 2017 In Progress

Thursday, July 13, 2017 Friday, July 14, 2017 In Progress

Wednesday, July 19, 2017 In Progress
Friday, July 14, 2017
Friday, July 14, 2017
Friday, July 14, 2017

Friday, July 14, 2017

Friday, July 14, 2017
Friday, July 14, 2017
Friday, July 14, 2017
Friday, July 14, 2017
Friday, July 14, 2017
 Comments

Details received from LAO VIET

Contact Lane Xang Today
Collected from AGL

APA does have 2 links and this has been conveyed to

Financec they have to make payment
Not Started yet

Purchase done for 6 items, 1 item remaining

Only launching in VTE for the reps from the front office
from each of the bank branches
How are we going to contact these PSVB employees
email, whatsapp