Personal work improvement plan

Part 1: Banking Staff Work Improvement Program

I. Summary of work in March 2019

There are several key tasks set up at the beginning of the year:

1. Contact the newly assigned 43 core customers to introduce Galaxy's wealth management services and wealth management products;

2. To classify the core customers under the name, according to the customer's asset volume and transaction turnover rate, the customers are divided into active customers, medium and long-term customers, new shares and a small number of trading customers, new shares to purchase customers and losses to hold customers.

3. For individual management services for classified core customers, focus on medium and long-term investors and new stock subscription investors with newsletters and telephone calls.

4. Analyze and manage core customer transaction data weekly to understand customer transactions and major core customer transactions.

5. Use Weibo to build your own brand and influence on financial management funds.

6. Produce Southern Fund product presentation materials and recommend fund products to customers.

7. Select the fund products with excellent performance and stability every month, and make recommendations for excellent funds.

8. Contact existing core customers to increase customer familiarity and satisfaction.

9. Review the basics of futures exams.

Second, the first quarter of work completed:

1. New customer visits

The newly assigned 43 core customers mailed their self-introduction letters and attached personal business cards, and made telephone calls and invitations to 43 customers to visit the business department. One of the 43 clients was developed by other colleagues and has been exchanged for relevant management personnel. The remaining 42 have 6 contact numbers that are incorrect or the number does not exist and cannot be contacted. Another 3 customers never answered the phone. The rest of the visit was completed.

2. Complete management customer classification work

In order to grasp and understand the customer's trading preferences and turnover rate, in early March, through the weekly transaction data in January and February, the management customers were classified into active, medium and long-term, new shares and small transactions, new shares subscription, fund investment according to the turnover rate. There are seven categories of customers, except for ordinary customers; the focus is on the middle five types of customers, and strive to improve customer turnover.

For the new share purchase customers, due to the frequent occurrence of new stocks in early 2019, our financial management department timely adjusted the service policy, and recommended that the business department and its core customers should convert the new share purchase funds into the national debt repurchase business. Client funds are retained in the sales department. In the specific work, the government bond repurchase operation strategy description is transmitted to the customer's personal mailbox by e-mail, and the brief message is used to brief the customer. During the visit of the new core customers, the government mainly introduced the government bond repurchase business and the financial fund allocation business by telephone and face-to-face visit.

3. Customer service completion after classification

In order to improve their influence on customers, the main goal is to deepen customer impressions and increase customer trust. After the morning meeting, discuss with the financial department colleagues about the daily market trend and the Galaxy. After the discussion, the majority of the directors would recommend the 322 to the management customer who has the mobile number. And to ensure the delivery of at least one horse newsletter every week, increase the sense of self-existence. However, as several consecutive horses recommended a decline in March, they became particularly cautious in recommending to customers, and did not dare to continuously transmit the horse recommendation information to customers.

4. New shares subscription customer service

In addition to the promotion of new share purchases of customer bonds, I have always insisted on using the investment advisory platform's new share purchase strategy to pass the Galaxy newsletter platform to transfer new share purchase strategies and priority purchase proposals. Individual customers came to the sales department to express their satisfaction with the service.

5. Analysis of customer transaction data

The analysis of customer transaction data began at the end of 2019. The purpose is to understand the management transactions, market share and commission contribution of the management customers, and to instantly grasp the customers who have a greater influence on the transaction volume among their own management customers, and track them regularly. Among the current management customers, there are 39 people with a relatively large transaction volume, accounting for more than 60% of the management customers. On average, there are 198 customers doing stock trading every week, and the weekly trading amount per person is about 308,000 yuan. On average, 70% of customers have a stock trade every month.

6. Utilize the network microblog effect

In terms of Weibo, in addition to daily check-in, three microblogs on fund management are sent every day, and personal influence on the fund business has been added. Since I was going to take the futures practice exam in early April, I did not finish it on time in the daily 3 blogs. From time to time, there will be omissions and lack of continuity.

7. Recommend excellent fund management products every month

Each month, we select a well-performing financial fund and partner with Feng Ying. Each issue has a good fund recommendation and forwards all employees of the sales department. Since February, the recommendations of the Southern Longyuan Fund, the Southern Hengyuan Capital and the Invesco Great Wall Energy Infrastructure Fund have been completed.

Third, April work improvement plan:

The next step is for 9 of the new customers who are not contacted, will query the original customer information or use other means to get in touch with the customer. Let customers understand the value of the wealth management services we provide, improve the service image and customer satisfaction of the sales department, and minimize the potential customer turnover.

In terms of purchasing customer services for new shares, three services are currently provided. One is to send Galaxy's subscription strategy newsletter, suggesting customers priority order and purchase risk warnings; second, it is recommended that customers release the subscription funds and the next subscription date. Operate bond repurchase transactions between them and use funds reasonably to expand revenue. The third is to transmit the recommendation of the short-term operation of the horses, and hope that the customers will increase the trading volume of stocks and increase their trust in themselves.

In 2019, the headquarters of the company issued the index of margin financing and securities lending customers. I personally need to complete 17 households throughout the year. This year will be the focus of my new work. For this work, the first task of the staff of the Finance Department is to fully grasp the knowledge of the margin financing and securities lending business, and pass the Galaxy Network School Platform Examination in June to obtain the qualification of the business recommender.

Another focus of the 2019 financial services position is to manage the signing of service customers, including existing customers and their newly developed customers. Since I don't currently have the qualification for investment consulting, the signing work will focus on the signing of Haotian Wealth, and strive to complete the 50% signing of the newly opened customers and the 10% signing of the customers.

In terms of personal business knowledge growth, it is necessary to make full use of Galaxy's investment platform, and spend half an hour to an hour a day to learn the general trend analysis of the investment platform, such as horse recommendation, information Expo, industry hotspots and investment, and focus on R&D. R&D report and R&D report and morning meeting minutes of major brokers. This allows for more content and professionalism when communicating with customers, while increasing their sensitivity to market trends.

Before the end of April, learn the use of Galaxy's VIP terminal and online store, and communicate the software advantages of Galaxy to service customers and potential customers, so as to facilitate customers' operations in investment and financial management.

The microblog effect, through a period of microblogging on the fund industry, exercised its understanding and judgment on the analysis of the fund industry. I am quite fulfilled. My Weibo has received attention and forwarding from Harvest Bank, Haifutong Fund and Huitianfu Fund Company Weibo. Greatly increased my interest and confidence in the Weibo Transfer Fund.

Fourth, the desired working environment and team:

I am very eager to do my own job in Yinhe Hongjing, reflecting the value of my work and the value of financial services to customers. I also hope that I can work in an ideal team. For the working environment of this team, I hope that everyone will aim at the unified goal of financial services, unite with one heart, learn from each other, affirm and encourage each other, and strive for the same goal.

In this environment, each member must clearly know his or her work goal, which is to provide valuable financial services to customers, and to make efforts to increase the value of customers' assets and increase revenues of the sales department.

Everyone has their own strengths and weaknesses. The value of an effective team is to let each member develop his or her strengths while learning other people's strengths to make up for their weaknesses. Our Wealth Management Department is building a team with unique characteristics to leverage each individual's strengths in trend analysis, technical analysis and fund analysis, and to make team members more professional through mutual communication and training.

A good working environment is inseparable from the seriousness and passion of everyone. More importantly, everyone on the team respects each other because they trust their teammates.

5. Your contribution to the team:

For employees of various departments of the sales department, they use their expertise in the fund to exchange opinions with other colleagues on a regular basis, especially in the work of Jizhi Group, pay close attention to the 9 key funds allocated, and make weekly analysis and brief review.

For the key marketing funds issued by the company, the production of promotional materials and point-of-sale integration in advance, timely marketing mobilization for all employees of the sales department, and a brief review of the trend of newly listed funds in the post-sales service, can help other employees to better Convenient service fund customers. The purpose is to increase the appeal of the business department through the work of the fund business.

At present, the marketing department is constantly expanding. The professional knowledge and business capabilities of new account managers directly affect the future performance of the sales department, which also affects the satisfaction of future wealth management service customers. The staff of the Finance Department is also very important to the training of new account managers. I will seriously participate in the training of account managers in each issue and do my best to train the client managers.

In addition to business contribution, fostering a positive, happy and happy mood and mentality can bring positive energy to yourself and your colleagues around you, and at the same time make customers feel the special features of our sales department when they contact customers. Even a simple smile or a compliment can bring endless joy to people, making busy work easy and efficient. Happiness does not require the charity of others, and happiness is entirely created by oneself. Happiness is not only at work, but also at work.


Part 2: Teacher's Personal Work Improvement Program

Through teacher training, I realized that updating my knowledge structure, constantly improving the level of education and teaching, and becoming an educator who meets the requirements of the development of the times are important issues before us. In the future work, I will strive to achieve the renewal and development of self-education and teaching with broad vision, innovative spirit and positive attitude.

First, the overall improvement goals:

Learn new ideas, explore new ideas, find new methods, change classroom teaching, establish a "lively, lively, efficient" classroom teaching model, improve classroom teaching efficiency, make classroom teaching truly adapt to students' requirements, and meet the needs of the times.

Second, the analysis of the status quo of individual teaching:

In the past 20 years, I have been working hard, being pragmatic, diligent in practice, good at reflection, loving and patient with students, and gradually creating a creative and creative teaching style. In particular, he has been a high school graduating class for many years of education and teaching, and has achieved gratifying results. In general, we can carry out after-school information feedback and reflection, and timely organize and summarize teaching experience and lessons, and continuously improve. However, due to the relatively backward natural cultural environment in the mountains, due to the limitations of its own theory, there are still many shortcomings in education and teaching.

advantage

1. A high degree of responsibility for education and teaching, and care for the objects of education, and urged them to consistently fight in the front line of teaching for more than 20 years, never slack. It has won wide acclaim from the society, parents, teachers and students, established a good teacher image, demonstrated the strong personality charm of teachers, and received a good education and teaching effect.

2. The purpose of education and teaching is clear, the attitude is correct, diligent research, careful teaching, caring for students, and caring for students. Carefully study the new curriculum standards during the preparation of the lesson, delve into the teaching materials, and learn from the masters, books, colleagues, and advice.

3. Serve as a class leader for decades, always caring wholeheartedly about the growth of the adult in each class in the class, consolidating knowledge as a teacher, authenticizing the behavior of the person, practicing the words and deeds.

4. Adhere to the use of spare time to learn new educational concepts, supplement new knowledge, explore new methods, open up new horizons, and strive to open up new horizons, have sufficient nutrients, and do “sources of living water”, and keep clear the water of education and teaching. .

insufficient

1. Burnout in life and work: The fatigue of life and work, in turn, affects the fatigue of education and teaching. Therefore, it often stops at a beginning, perhaps very good, but overwhelmed by the way the students are tired, or “know knowing”! Inert thinking hinders the pace of teaching innovation, the tediousness of teaching, and the difficulty of students learning. The boring and inefficient teaching process is still more common.

2. The sense of awe of teaching is still not enough. It will treat the object of education, deal with the teaching content with the attitude of coping, and use teaching methods. The teaching rationality does not completely overcome the comfortable life emotion in teaching.

3, the concept of education and teaching has not fundamentally changed, the inertia of life experience and teaching experience from time to time to control their own teaching behavior, students passively listen to the teacher's class there are still many.

4, sometimes the role of the teacher is not very appropriate, in the teaching of their own love to grab the role, fully perform personal preferences and advantages, play the drama, the composition of the show is relatively strong, forget the main body of teaching. Often teachers are drunk and students are bored.

5. The concept of equality of education and the concept of education development need to be further changed and improved. The idea of ​​taking people from a single subject is still from time to time, and the understanding of the "quality" in the education of alchemy is still biased. Therefore, it is impossible to "teach in accordance with the aptitude" and it is impossible to completely take the risk of exam-oriented education. pace.

Third, the solution to the current problem

1. Make full use of spare time to look at books and publications related to business, and master theoretical knowledge in all aspects to improve your business theory. Deeply understand the essence of "living and situational" classroom teaching, implement the new curriculum reform concept, pay attention to accumulating teaching experience, develop reflective habits, and pursue classroom teaching with solid, high-efficiency and strong humanistic characteristics. Write more to improve your ability to express, and strive to write a number of high-quality articles published.

2, classroom teaching to respect students, students as the main body, fully inspire and mobilize the enthusiasm of students. It is a combination of all students and individual differences; it focuses on cultivating students' learning initiative and promoting the development of students' behavioral habits. Let most students have the opportunity to do hands-on, brainstorming, participate in the learning process, experience the learning process, gain experience in many aspects, and understand the knowledge more thoroughly.

3. Enhance scientific research awareness and scientific research capabilities, and actively carry out scientific research work. Learn from the school, learn to teach, and learn to improve personal qualities. Exploring the path of classroom teaching, and exploring a set of pleasant learning methods that are suitable for students' practical standards and effective in teaching, can promote students' comprehensive development, and form their own teaching style system.

4, in the teaching, to achieve "three reflections": that is, reflection before practice, reflection in practice, reflection after practice. Change the traditional teaching methods in the classroom, according to the actual situation of the students, innovate some activities suitable for students, change the way students learn, so that students will learn and learn. Solidly implement the specific work within the preparation group, coordinate the work between the preparation team and the school, unite the members of the group, and strengthen the quality of education and teaching of the preparation group.

5. As a class guide, we must pay attention to the study of class management methods and lay a good foundation for the smooth development of future work. On the one hand, it is a good way to manage students in classroom teaching, and the other is to study the class guide course while doing daily work. The third is to read books and articles about class management and make reading notes.

6. Apply modern education technology to assist classroom teaching. It is necessary to use flexible online downloading courseware to attract students' attention, stimulate students' interest in learning, and make students learn. Appropriate use of this kind of illustrated form, effectively stimulate students' interest in learning, so that students have a strong desire to learn.

7. Change the concept of education, pay more attention to students with poor grades, be more loving, and have more patience, so that they can make greater progress in all aspects.

8. Participate in the public and open classes on and off campus, and use the mirror to absorb the strengths of others.

Fourth, the strategy of education and teaching in the future:

,aims

Growing up in learning, improving in exploration, perfecting in development

Change the class to the center, take the scientific research as the guide, pay attention to the regular classroom teaching, grow in the study, and make progress in reflection. In order to cultivate students' "self-learning", "inquiring learning" and "cooperative learning" as the core, create a space suitable for students' development, publicize students' individuality, and comprehensively enhance students' language literacy.

,way

1. Experts lead. 2. Theoretical study. 3. Self-reflection. 4. Companion mutual help.

Strategy

1, experts lead, looking for efficient ways

A. Establish the correct concept of experts. Many of the experts' opinions are often forward-looking and predictive, and they are guided by experts and can promote education and teaching. Whether it is possible to go further, the key is not how many experts there are, the key is to see how much the teacher can absorb what the experts teach.

B. Actively and actively participate in learning. Focus on watching expert videos, books and case studies, humbly ask famous teachers and excellent teachers around you, make full use of the network communication platform, and consciously absorb new ideas to make their teaching methods, methods and means have greater development.

2, devote yourself to reading, and consolidate your own foundation.

A, intensive reading of books. Read the book of politics to raise the atmosphere; read the book of the profession to cultivate talent; read the book of leisure to raise the spirit. In this issue, I read the "Professional Book". Persist in reading more than one hour a day, so that knowledge is constantly updated, and ideas are advancing with the times. Monthly must-read teaching magazine: "Geography Education", "High School Geography Teaching Reference", "Course Textbook Teaching Method", etc.

B. Do a good job reading. Develop a habit of diligent accumulation.

3. Drill down and establish a flag of individuality.

A. Establish a strong sense of purpose, conscientiously study, study the curriculum and syllabus, clarify the learning content and knowledge, skills, abilities and other requirements of this semester, and organically decompose into each unit, every class, and implement it to each On the students.

B. Seriously attend classes and pay attention to the effectiveness of classroom teaching. Take each class seriously, and strive to have a bright spot in each class to improve the efficiency of classroom teaching. It is necessary to gradually complete the transition from a qualified teacher to a special teacher.

C. Study and train seriously. In accordance with the basic principles of education and psychology, scientific and targeted training of effective training, at the same time, carefully drafting student programs, so that students with learning difficulties can be improved in the original level.

D. Actively organize various types of in-class and out-of-class activities. Serious and practical evaluation of students.

E. In our own classes, we strive to create a teacher-student relationship that respects, appreciates, and tolerates, strengthens the dialogue and exchanges between teachers and students, and forms an individualized educational art.

4, improve yourself and play the role of the backbone.

A. Summarizing and reflecting on the success or failure of each class in a timely manner is an examination and evaluation of its own teaching work. It is an important process to sum up experience and lessons in a timely manner and find out the lack of success in teaching.

B. Always reflect on the deficiencies in being a person and doing things, step by step, and be practical.

C. “Use your actions to express yourself and use your achievements to prove yourself.” Practically play an exemplary role. Study with an open mind, learn from each other's strengths, and demonstrate the skills of the backbone teachers.

In short, the school has provided me with an opportunity. The higher education department has established a platform for learning, communication, and reflection. I will do my utmost to seize all opportunities and further improve my comprehensive skills in all aspects. We will strive to infect students with good personality charm, attract students with vivid and wonderful teaching, impress students with a solid and innovative working attitude, and be teachers who are satisfied with themselves and welcomed by students.


Part 3: Teacher Work Improvement Program

Teaching objectives for this semester:

1. Increase students' interest in history and understand basic historical knowledge and concepts.

2. Train students to cultivate the ability to think independently about history by the teaching of historical knowledge.

3. Guide students to think about the interaction between individuals and society, the ego and the ego, and cultivate students' recognition and responsibility for individuals, society and the country.

4. Train students to have a broader view of history and worldview.

Teaching progress

Weekly content week content

The first week of the ninth chapter of the establishment of the national government rule and the establishment of the Chinese red regime

Section 1: Establishment of National Government Rule

Section 2: The armed uprising of workers and peasants and the revolutionary bases

Week 11

May Day holiday

Week 2, Section 3: Chinese Workers and Peasants Red Army Anti-encirclement

Chapter 10 Anti-Japanese War

Section 1: The unprecedented crisis of the Chinese nation

Week 12, Section 3: The Basic Route of the Transitional Period and the Basic Completion of Socialist Transformation

The third quarter of the third week: the anti-Japanese national united front

Section III: The Comprehensive Outbreak of the War of Resistance Against Japan

Week 13 Chapter 1: The establishment of the People's Republic of China and the transition to socialism

Section 1: Establishment of the People's Republic

Section II: Consolidation of the People's Democratic Regime and the Restoration of the National Economy

Week 4, Section 4: Anti-war in the early stage of the front battlefield

Section 5: The development of the enemy's battlefield

The 14th week of the second chapter of socialist construction in the exploration of twists and turns

The third chapter of the "Cultural Revolution" turmoil

Section 1: The launch of the "Cultural Revolution" and the national unrest

Week 5, Section 6: The Phase of the Anti-Japanese War

Section VII: Victory in the War of Resistance Against Japanese Aggression

Week 15 Week 2: End of the "Cultural Revolution"

Chapter IV New Period of Socialist Construction

Section 1: Basic Routes and Guidelines and Policies in the New Period

Week 6 Chapter 11 Chinese People's Liberation War

Section 1: The situation after the victory of the Anti-Japanese War

Section 2: The Liberation Army smashes the offensive team of the Kuomintang army

Week 16th, second quarter: brilliant achievements in the new era

Chapter V Culture in the Socialist Period

Week 7 Section 3: Political and Economic Crisis in the Kuomintang Area

Section 4: Great strategic battle

17th week local history

Week 8th Section 5: Basic Victory of the Liberation War

Chapter 12—The Culture of the Republic of China

The 18th week of local history, activity class

Review the 19th final exam in the 9th cycle

Examination in the 10th cycle

Teaching reflection

History teaching in the middle school should enable students to enhance their interest in history, enable students to master important historical events, historical figures, historical phenomena, understand important historical concepts, and grasp the basic characteristics and development trends of different historical periods. Cultivate students' ability to analyze and read historical materials, and enhance students' national pride and patriotism. This semester I mainly start from the following aspects: first understand the basic situation of the students, put forward different points, and use a variety of teaching methods to make the classroom full of vitality, so that students become the main body of learning. Review the students systematically again, increase the time of practice and test, and carry out intensive training.

During the semester, Qian Huiqing gave a final exam to the second grade, the specific test statistics.

Class size pass rate, pass rate, pass rate, low score, average score, highest score, bottom score

A class of 35518835084.3997.560.5

Second class 35301530276.639626.5

Three classes 33312431086.339946.5

The whole year level 103315796282.379926.5

Judging from the test papers, the second grade students scored better than the other two classes, and ranked first in the year in terms of excellent rate, pass rate, average score, and highest score. However, Yan Wenting and Yang Jun of the second class are students who are more difficult to learn, and they also have psychological barriers. Therefore, in the teaching, such students should be given special "care", and they should care about them in life. They should pay special attention to their words and deeds in their studies. They should start from the basics, start from good study habits, and never give up. Every student.

Specific measures to improve teaching this semester

1. After understanding the basic situation of the students, the teachers can propose different points and use a variety of teaching methods to make the classroom full of vitality and make the students become the main body of learning.

2. The system reviews the students, conducts review guides, and increases the time of exercises and tests for intensive training.

3. It is necessary to provide individual counseling to individual students.

4. It is necessary to thoroughly study the new curriculum standards in history, further deepen understanding, actively carry out the study and research of new textbooks, and fully prepare for the new textbooks.

5. Practically strengthen classroom teaching reform and strive to improve the democratic and open teaching. Promote the interaction between teachers and students, so that students form a learning habit of autonomy, inquiry and cooperation.