How to write a monthly work summary

How to write a monthly work summary

Mainly write about the work content, achievements, and deficiencies, and finally put forward rationalization suggestions or new efforts. . . . . .

Reprint: Summary, is to conduct a comprehensive system of overall inspection, general evaluation, general analysis, general research, analysis of results, deficiencies, experience and so on. The summary is a kind of writing, which is a rational reflection on the work that has already been done. The summary and the plan are complementary. It is based on the plan, and the plan is always based on personal experience.

Summary of basic requirements

1. Summary must have an overview and narrative of the situation, some are relatively simple, and some are more detailed. This part of the content is mainly to analyze the subjective and objective conditions of work, favorable and unfavorable conditions, and the environment and foundation of work.

2. Grades and shortcomings. This is the center of the summary. The purpose of the summary is to affirm the results and identify the shortcomings. What are the achievements, how big, what are the performances, and how they are achieved; how many shortcomings, what aspects they are, what nature they are, and how they are produced should be clearly stated.

3. Experience and lessons. Did one thing, there is always the experience and lessons learned. In order to facilitate future work, the experience and lessons of past work must be analyzed, researched, summarized, concentrated, and raised to the theoretical level.

Future plans. Based on future work tasks and requirements, learn from the experience and lessons of the previous period, clarify the direction of efforts, and propose improvement measures.

Summary considerations

1. Be sure to seek truth from facts, the results are not exaggerated, the shortcomings are not reduced, and more can not be falsified. This is the basis for analysis and lessons.

2. The rules should be clear. The summary is written for people to see, and the organization is unclear, people can't stand it, even if they don't know why, they will not achieve the purpose of summarization.

3. To tailor the body, the details are slightly appropriate. Materials are essential and phenomenal; there are important, secondary, and they must be preserved when writing. The problems in the summary should be divided into major and minor, and the details should be detailed.

Basic format of the summary

1, the title

2, the text

Beginning: an overview of the situation, an overall evaluation; an outline, and a full text.

Subject: Analyze the lack of performance and sum up lessons.

End: Analyze the problem and clear the direction.

3, signature, date

Financial cashier monthly work summary

In a blink of an eye, the first half of the year ***x passed. Looking forward to the future, I am full of confidence and hope for the company's development and future work. In order to be able to set better work goals and achieve better work results, I have summarized the situation since I joined the work as follows:

I. Summary of previous financial work

For enterprises, the ability is often beyond knowledge, and the property management company's requirements for talents are also the first. The property management company's requirements for talents are multi-faceted. It includes: organizational command ability, decision-making ability, innovation ability, social activity ability, technical ability, coordination and communication ability.

The first stage

*** At the beginning of the year, without any work experience and no knowledge of the property management industry, I was fortunate to join the “Golden Network – Sydney Aoxiang” management team, seemingly simple bills Production → Daily Charges → Bank Docking → Establishing a Toll Account → Connect with the Headquarters Finance, everything starts from scratch. I consciously strengthen learning, humbly ask for advice, constantly clarify my work ideas, and summarize working methods: This article is collected and organized by the program fan library. Under the guidance of leaders and colleagues at all levels, never go to the meeting, never Familiar with familiarity, I gradually figured out the basic situation at work, found the entry point, grasped the key points and difficulties, and then the special status of financial assistant and customer representative accelerated the shortening of me and "professionals". the distance between. The answering of the customer's telephone and the reception of the customer service front desk require strong professional knowledge and communication skills. Most of the property management is small and trivial, and the coordination of the big things is filial piety. If the coordination is not good, the work will be very passive. . This requires continuous improvement of communication skills with the outside world in the service process. At the same time, communication within the company is also very important. In addition to the communication between departments and departments, communication between departments and departments is also very important. Only when communication is good can we improve Work efficiency and reduce unnecessary labor costs. On the one hand, doing middle school, learning in the middle, constantly mastering methods and accumulating experience; on the other hand, asking books and asking colleagues to constantly enrich knowledge mastering skills.

“Diligence can make up for it”, because I lived in the project at that time, it was convenient to use the time after work to summarize and improve my work content, and established a template for various toll accounts. At the same time, in accordance with the actual situation of the management office, the “finance charging process” and “financial docking” were successively formulated. The process, the "deposit refund process" and the "special service charging process", and the support of the leaders at all levels and the cooperation of colleagues have been rapidly popularized, which laid the foundation for the smooth operation of the management office's daily financial work. Solid foundation

Second stage: development stage

At this stage, while continuing to serve as the financial assistant of Sydney Aoxiang, he also intervened in the financial assistant work of the new takeover project, Vancouver Forest Management Office, and further consolidated his accumulated experience in financial work from the early takeover of the property to the owner's stay. Enriched his own property management expertise. After the project enters the daily management, because the newly recruited financial assistant is a fresh graduate, I have come into contact with the work content of the newcomer. I will organize my work experience into words and practice with the new people point by point to find the problem together. After solving the problem, after three months of hard work, the newly recruited financial assistant has been able to work well as a financial assistant. At the end of 2004, I was transferred to the “VILLA” Management Office, which was newly taken over by the company as a financial assistant. At this time, I was working on the reform of the Finance Department. I worked hard to learn professional knowledge, actively cooperated with the system reform, and achieved little success in my work. sure.

The third stage, the continuous improvement stage

At the end of ***x, I was transferred to the company's finance department as a cashier. The cashier's work must first have enough patience and care, and can't make any mistakes. Every time I pay the bill, I will count the money twice and twice. Every day, I will do a good job of checking out the library and do a cash count table. At the end of each month, we should do a bank reconciliation work, prepare a bank balance adjustment form in a timely manner, and do a reconciliation with the accounting account. The payment of wages needs to be carefully and carefully, which is directly related to the personal interests of employees, because of the daily workload. Already basically saturated, every time I make a salary, I will take the initiative to work overtime to ensure that the salary is paid to the staff in time; and a larger part of the company’s headquarters is to work with the financial assistant of the management office, because the management department’s financial staff The flow is large. In the face of newcomers, it is more patience to guide their work, and explain some of the company's work processes in detail, so that they can integrate into the golden network family as soon as possible.

At the end of the year, I changed from a cashier to an accountant. I was responsible for the accounting work of the Sydney Aoxiang and VILLA management offices, as well as the salary distribution work. During this period, I learned and mastered the company’s financial accounting program and UF financial software. Operational skills, rapid improvement; at the same time, my work includes timely and dynamic management of the operation and financial status of the management office through financial analysis of the monthly, quarterly and annual, discovering problems at work and making financial recommendations for the management office. The responsible person makes a reliable financial basis for decision making. In June of this year, my work was re-adjusted, and the salary distribution was officially handed over to the cashier. I was responsible for the accounting work of the Long World, Vancouver Forest and VILLA Management Office.

Second, the main experience and harvest

During the more than six years of working in the Golden Network, he has accumulated a lot of work experience, especially the management experience of the management department at the grassroots level. At the same time, he has achieved certain results. He has summarized the following experiences and benefits:

Only by correcting your position and working hard to familiarize yourself with the basic business can you adapt to new jobs as soon as possible;

Only by actively integrating into the collective and handling all aspects of the relationship can we maintain a good working condition in the new environment;

Only by adhering to the principle implementation system and earnestly managing financial accounts can we perform good financial duties;

Only by establishing a sense of service and strengthening communication and coordination can we do a good job in the division;

Only by maintaining a calm state of mind, "taking the longest and replenishing oneself" can continuously improve and make progress.

Third, establish work goals and strengthen collaboration

Financial work is like an annual ring, and the end of a month's work means a resumption of work in the next month. I like my work. Although it is complicated and trivial, there are not many novelties. However, as the lifeblood of the normal operation of the company, I deeply feel the value of my position and set new goals for my work:

1. Do a good job in financial work planning, based on budget, actively control costs and expenses, and strengthen communication with the management office in the financial management of daily @program.fan.wen. Focus on cash flow, time value of money and risk control, give full play to the target role of the budget, and constantly improve the financial management system of pre-planning, in-process control, and post-summary feedback.

2. Really grasp the management of accounts receivable, prevent bad debts, reduce bad debts, and preserve the operating results of the management office.

3. Actively participate in the development and cooperate with the management office to develop new economic growth points.

The above is a summary of my work, please ask the leaders at all levels to criticize and correct. In the future work, I will continue to work hard and constantly sum up work experience; study hard, constantly improve my professional knowledge and business ability, and strive for the company's brilliant development with new image and new look.

Salesperson's monthly work summary report essay

1. Summary of sales: The sales performance and sales target are met, requiring detailed information and situation analysis.

2. Action report: What work has been done in the month, where have you gone, and how to arrange the working hours, the requirements are simple and clear.

3. Summary analysis of market conditions, including:

Competitor evaluation: analysis of sales performance, price trend, product structure changes, important promotional activities, development trends of major competitors in the current month;

Market evaluation: Whether the market situation is good or bad, what is the development prospect, what problems exist, and what opportunities there are.

Market problem report: There are problems in the market that need to be assisted by the company in the current month: the exchange of damaged products, the redemption of promotional rebates, the application of market expenses, and other matters that require company support.

Market price status: The specific price, promotion, rebate, and profit of dealers at all levels;

Product inventory status: Product inventory of dealers at all levels: quantity, variety, date;

Dealer evaluation: What is the mentality, ability and sales performance of major dealers at all levels;

4. Work plan and arrangement for next month: Arrange the next month's work for the work situation last month.

5, work self-evaluation: the gains and losses of their own work, right and wrong.

As a salesperson's mentor, consultant and coach, the sales manager should guide and manage the sales staff's work summary and reporting work.

1. Go to the podium and talk. Nowadays, many corporate sales people stand up in their seats when they report their work, and sit down with two sentences. At a company, we proposed that the salesperson go to the podium and the result was that one salesperson prepared for the first two nights at two o'clock. At Panasonic Corporation of Japan, every quarter when the sales manager reports work,

2, rewards and punishment. Rewards and punishments are always a good means of leadership. The sales manager should play the role of reward and punishment.

3, pay attention. The sales manager's emphasis on the sales staff's work summary and reporting will prompt the sales staff to take a serious look at the work summary and report.

4. Prepare the sales staff carefully before reporting the work.