Memo to management for failure to implement plan

How do you spell

When writing an explanatory note, the subordinate must present the facts very concisely without indicating unnecessary details. In particular, the note must indicate:

• Confirm your guilt in dereliction of duty or refute it;
• Describe the factual circumstances of the case (date, place and time of the error in the work);
• Indicate your opinion regarding disciplinary action and further work.

Most often, the reasons for failure to fulfill official duties are insufficient work experience, excessive workload, poor health, difficult family circumstances, vague definition of job responsibilities, etc.

How to compose correctly

It is necessary to draw up an explanatory note about non-fulfillment of functional duties on a standard A4 sheet; you can write the note by hand or type the text on a computer. However, at the end of the explanatory note you must put your signature.

Such a document must contain the following details:

1. In the upper right corner it is indicated to whom the form is being submitted: position, name of the enterprise and full name of the addressee;
2. Next is the position and full name of the author of the document. For example, from accountant V. Smirna. ;
3. In the middle of the form is written: “explanatory note”;
4. The descriptive part describes the circumstances and reasons that led to the failure to fulfill official duties;
5. At the end of the document is the date and signature of the employee.

If the disciplinary violation is not only your fault, then you should mention other participants in the incident, but you should not directly blame someone.

Sample note

For a better understanding of what an explanatory note regarding failure to fulfill official duties is, here is a sample of such a document:

To the director of the credit and consumer cooperative "Sun"

from the manager of branch 17

I, Smirnov V., manager of department No. 17, provide an explanation for the failure to fulfill the plan for November 2021. Having analyzed the situation in connection with the failure to fulfill the plan for November 2016, I found out that this situation is connected with the recent bankruptcy of the consumer credit cooperative “Kopilka”. Many depositors of this credit institution have lost their deposits and, therefore, are spreading false information about the unreliability of other consumer credit cooperatives.

In this regard, the number of clients has halved since November 2021, and many of our clients come to the office demanding the return of their deposits. Therefore, I believe that it is not my fault for not fulfilling the plan. To solve the problem of a decrease in the flow of clients, I undertake to do additional work to advertise the services of our consumer credit cooperative.

The note must be registered in the office. In order to protect yourself from illegal actions of management, it is advisable to draw up an explanatory note in two copies and put a receipt on the second completed form.

Office memo: samples, types and rules of writing for 2021

In this article we will talk about how to write a memo correctly. Increasingly, in the list of requirements for a candidate for a position, one can find a thesis about a specialist’s communication skills.

This does not mean that the employee is expected to write long and exciting stories about vacations or gossip about neighbors. In the employer's understanding, the employee will need the ability to communicate and clearly formulate tasks for successful cooperation with the team.

One form of such interaction could be a memo.

Terminology

In a company with a small staff, employees often know about the existence of internal memos only by hearsay.

If the entire team is not even a couple of dozen people, then information about all significant events, both those that have occurred and those just about to happen, is disseminated orally.

Although a small number does not mean that the use of written communication is not effective.

The memo itself is an internal document, a form of notification to interested team members about important facts, or containing some information that affects the further work of another department. And although there is no mention of this type of document, and even more so a standard sample of a memo, in labor legislation, its necessity is sometimes dictated by the norms of the Labor Code of the Russian Federation.

Drawing up such a paper would be advisable if you need to inform a colleague in writing:

• about the presence or change in the condition of material assets;
• about changing the work schedule of an individual employee or part of a department;
• about an existing opinion or proposal to make adjustments to the work process;
• about an objection to his actions or intentions;
• about changes in the essence and composition of information used for work;
• about any other fact or event that, in the opinion of the author of the document, potentially affects the performance of his work duties.

In order for a memo to be perceived as a document worthy of attention, it is not enough to simply scribble a couple of phrases on a piece of paper.

Even if the form is not approved by regulations, you should always use standard 6.30–2003 “USD. USORD. Documentation requirements."

This is also true when developing internal forms and securing them in the company’s document management system.

The legislation does not contain the concept of a memo, but its standard form can be developed independently and put into effect by a separate order, based on GOST 6.30-2003.

Difference between memo and memo

Since the practice of preparing official memos does not affect all enterprises, not all specialists see a significant difference between an official memo and a memo. But it is, nevertheless, tangible and has very specific signs:

Among the overwhelming majority of workers, there is an opinion that this process of exchanging “papers” is a waste of time and effort in compiling them, because calling and quickly sketching out a picture is much faster and easier.

Their train of thought changes dramatically after the first contact with production situations, when it is necessary to prove the fact of sending relevant information to all interested parties.

Sometimes not only the fate of a disciplinary sanction (possibly very severe, up to and including dismissal), but also the further successful operation of the entire enterprise depends on this.

Types of memos

Due to the fairly free form of presentation, the memo is used in a very wide range of issues and situations. The following will list the most common situations, but this does not mean that this list is exclusive and cannot be supplemented with other items.

Employee to employee

Even if two employees are separated from each other only by a passage between desks, this cannot prevent them from communicating in writing. And to regard this as a work conflict would be completely wrong. Interaction through the exchange of “letters” helps:

• avoid failures as a result of heavy workload and forgetfulness;
• solve the problem of non-fulfillment of duties or untimely transfer of necessary data;
• defuse tense relations, and also transfer the memo to the employee into the category of disciplinary and organizing documents.

These papers can be very different and contain both requests and demands.

For example, if an employee sees that one of the team members is neglecting official functions, then even before contacting the manager, you can send a memo about failure to fulfill official duties to a colleague who is frivolous in his work. This will be more correct and will allow us to prove in the future that gaps in work were not the result of “mutual responsibility” and hushing up the problem.

A memo is a tool for interaction between specialists of the same structural level; it is more correct to use a memo to address the manager.

For write-off

It is rare that any work is not associated with material assets or consumables used for successful work. This entails their damage or loss of quality characteristics, and then you need to contact the supply service to write off old materials and issue new ones.

If wear or failure of objects of labor is the result of natural processes associated with aging or resource depletion, then you can report this to the financially responsible person. The form of notification may be a memo for write-off with a list of items that have lost their usefulness and the reason for refusing to use them.

It’s another matter if the breakdown of their formation was associated with non-standard events or carelessness of responsible employees, then this cannot be done without the knowledge and decision of the authorities. In this case, it is more appropriate to write not a memo, but a report.

For bonuses

Written communication is more often associated with unpleasant events or the exchange of data. Less common are more pleasant reasons for writing a memo - a message about a bonus.

Since a distinctive feature of a note is the rule that it should be sent to an employee of equal rank, it is more correct to send a proposal for an award, drawn up in this way, for example, to the personnel service. Alternatively, you can give the document to the employee responsible for drawing up a draft order on bonuses or presenting a list of candidates to receive cash incentives.

You can address this idea directly to the head of the company, but then it would be more correct to present your arguments in the form of a memo. Check out the sample.

On a business trip

After the need to obtain a mandatory travel certificate for each business trip was abolished in 2014, the question arose of how to correctly record some of the nuances and report on its results. The solution was a memo for a business trip. It is in this form that you can inform the manager about how and when it is planned to carry out the company’s task, as well as set out the results of the trip in a note.

This document is commonly used:

• if the journey to the destination was made by personal or passing transport;
• if you need to report on work on a day off or overtime;
• if it is impossible to accurately determine the actual duration of the business trip based on the attached financial documents;
• if there are circumstances that must be taken into account when calculating daily allowance and reimbursement of expenses or the need for expenses needs to be explained without primary documents.

To some extent, the memo replaced the previously mandatory assignments for business trips and reports on their implementation. Check out the sample.

Memo to the director

Since the manager, most often, is the highest individual management body of the enterprise, it is quite difficult to imagine a situation in which it would be correct to send a memo to the director. In accordance with the principles of the service hierarchy, it is better to submit reports in his name.

The reluctance to title the document submitted to the authorities in this way is, rather, dictated by subjective reasons and emotions. However, it is worth understanding that a memo about a violation of the job description looks illogical.

An option to correctly use the form of a memo addressed to the director is possible in corporations or holdings.

Only in their structure can there be several directors at the same time, equal in position in the organization and not subordinate to each other.

Within enterprises with a straightforward management system and one manager, it is more appropriate to use reports on all production issues that require the attention and approval of the director.

An official note, like any other correspondence, is subject to registration in special accounting journals. It is better to hand it over with a signature on the second copy or in the column of the journal.

Drawing up a memo

To ensure that a person has no doubts about how to write a memo correctly, you can use simple instructions:

1. The document is drawn up on a sheet of A4 paper, with the full name and full title of the addressee’s position indicated in the “header”.
2. The name of the author of the note is also indicated there, not forgetting to write his position and department.
3. Use the phrase “Service Note” as the title.
4. Next, you should state the essence of the problem, question, information or proposal in a brief but succinct form, using a business style of writing.
5. At the end, you need to put down the date of compilation, the signature of the compiler and his last name.
6. To streamline document flow, all outgoing and incoming documents are subject to registration. Therefore, a correctly compiled memo must be assigned a serial number.

For those companies that want to unify the form of an internal memo and establish the general procedure for how an internal memo is written, you will need to issue a separate order for the enterprise. Then the approved writing example will become mandatory for use by all employees of the organization.

Contrary to the general prejudice against the use of memos in communication with colleagues, this document can only have a positive impact on the work process and establish internal interaction. That is why every employee should put aside doubts and emotions, and take it for granted that some issues can be resolved solely through the preparation of written documents.

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Types of disciplinary liability

Labor legislation stipulates that an employee may be reprimanded for failure to fulfill functional duties. If the employee has previously had reprimands, he may be fired for ignoring his job duties.

Please also note that you cannot simultaneously reprimand the employee for one violation and subsequently dismiss the employee. Only if the employee is again subject to disciplinary action can he be dismissed, otherwise he can easily be reinstated to his position through the court.

Explanatory note on why the indicator was not met

Sample explanatory note about absence from work Example: In general, in accordance with the law, absence from work without a valid reason for more than 4 hours is considered absenteeism, which may be followed by dismissal or other disciplinary action. The reasons for such absence can be serious and valid, so an explanatory note in this case will help the employee justify himself to the manager. Before you start writing this kind of explanatory note, you need to carefully analyze the rationale for your absence.

• In the middle of the form is written: “explanatory note”;
• The descriptive part describes the circumstances and reasons that led to the failure to fulfill official duties;
• At the end of the document is the date and signature of the employee.
• Note! If necessary, you can attach evidence of your innocence or only partial guilt to the note. If the disciplinary violation is not only your fault, then you should mention other participants in the incident, but you should not directly blame someone. Sample note For a better understanding of what an explanatory note regarding failure to fulfill official duties is, here is a sample of such a document: To the director of the credit and consumer cooperative “Sun” Antonov V.M.

General Director of MIA-SPA LLC Malinovskaya N.S. Administrator Romashkina V.P. EXPLANATORY NOTE on failure to fulfill the sales plan For September 2021, the MIA spa has not fulfilled the sales plan for services, implementation is about 70%. I, the administrator of the salon “MIA Romashkina Valentina Pavlovna, having analyzed the possible justifications for this state of affairs, came to the following conclusions regarding the reasons: Requirements for registration and deadlines for implementation An explanatory note is one of the types of documents that makes it clear to an official who has all the authority to manage, reasons for failure to complete the assigned work, as well as facts of violation of labor regulations. Explanatory notes can also be used as accompanying messages to various documentation (plans and reports).

Find out how to write an explanatory note correctly from this article.

Administrator /Romashkina/ V.P. Romashkina Everything about the explanatory note and other examples is here. If the person providing the work is dissatisfied with the results of its implementation on the part of the workers, then he has every right to demand an explanation. An employee, by writing an explanatory note about failure to fulfill official duties, will not only increase his chances of smoothing out the conflict, but will also be able, by providing weighty arguments, to preserve his reputation. Contents: Features of drafting Like any document related to internal document flow, an explanatory note is drawn up addressed to the director of the enterprise on a blank white sheet of A4 size.

If there is a form approved by the enterprise for drawing up a note, it is drawn up on it. The explanatory text clearly, concisely and clearly describes the essence of the problem, the reason why this or that incident occurred, and its consequences. The circumstances that caused the situation to arise are also indicated. More detailed information about the rules of penalties can be found using Article 81 of the Labor Code. The text of the note must indicate the specific reasons why the employee failed to cope with his official duties. back to contents About failure to fulfill an order Documents of this kind are tied to certain deadlines that the boss has set for the execution of the order.

After these dates, the order becomes no longer relevant. Therefore, the note must indicate the new deadlines by which the task will be completed. On violation of labor discipline Here it is necessary to indicate those norms and rules of conduct that were violated by the employee in the process of collective work, as well as provide reasonable explanations for non-compliance with the organization’s labor regulations.

Most often, the reasons for failure to fulfill official duties are insufficient work experience, excessive workload, poor health, difficult family circumstances, vague definition of job responsibilities, etc. How to correctly compose a variant of an explanatory note about failure to fulfill duties It is necessary to draw up an explanatory note about failure to fulfill functional duties on a standard sheet A4, you can write a note by hand or type text on a computer.

Explanatory note about failure to fulfill official duties: how to write according to the sample

Glad to meet you again on the blog, friends! Recently my sister came to me for advice: she made a mistake at work, and her boss said that she would have to give an explanation. It is clear that she hoped to avoid fines and other punishments, and she did not want to spoil relations with management.

After all, who doesn’t make mistakes sometimes? an explanatory note about failure to fulfill official duties should be drawn up .

The next day, the sister took the document to the secretary - and as a result, she escaped punishment! If you also encounter similar difficulties, let’s find out together what nuances to pay attention to.

Any person sooner or later makes a mistake at work. If you do not correct it on time, the question of disciplinary action will arise. It is determined depending on how valid the reason for failure to fulfill duties is. A document in which the employee indicates why he made a mistake or proves the correctness of his actions will help you understand the situation.

Can an explanatory note about violation of your official duties relieve you of punishment? Yes! If it is drawn up according to the sample, and the facts listed in the text support your position, disciplinary punishment will not follow.

On what grounds and who writes an explanatory note about failure to fulfill official duties?

According to the law, the manager has the right to request an explanatory note in the following cases:

• the employee made a mistake , which may result in disciplinary punishment;
• the property of the enterprise was damaged , so it is necessary to find out the details of what happened and identify the culprits.

Usually 2 days are given to write an explanatory note. Most often it is required from employees in connection with the following mistakes:

• being late or not showing up for work;
• leaving without permission before the scheduled time;
• failure to fulfill some duties;
• errors in work;
• violations of labor discipline;
• improper performance of duties discovered by a commission or inspection.

An explanatory note differs from a report , which is also submitted to management. The last paper is drawn up when you receive a task, but cannot complete it due to difficulties that have arisen.

In these cases, you turn to management to help resolve the issues. If you did not inform a superior person, and later made a mistake, then an explanatory note is written.

Unlike a report, you submit it at the request of your superiors, and not on your own initiative.

Is it worth writing an explanatory note about failure to fulfill official duties?

The situation when an employee refuses to write an explanatory note is not rare. Are you having trouble fulfilling your responsibilities, but don't want to put your position on paper? By making such a decision, you are making a mistake.

An explanatory note drawn up according to the samples is required when the issue of disciplinary punishment is still being considered. In essence, it is a chance to present events in such a way that they can be interpreted in your favor.

But employees think that by agreeing to draw up a document, they are admitting guilt. In fact, the lack of an explanation will work against you - management will draw up an act of refusal, and you are more likely to be punished.

Writing an explanatory note is a right, not an obligation. It was enshrined in 1971: since then, the law has stipulated that an employee cannot be punished for a mistake without giving him the opportunity to justify himself. The rule has also migrated to the Labor Code, and if your employer fines you or fires you without requesting this paper, you will challenge the decision in court.

Types of explanatory notes about failure to fulfill official duties: understand the intricacies

Are you wondering how to write an explanatory note without being punished? First, understand the types of documents:

• an exculpatory version is drawn up when it is requested regarding a mistake;
• an explanatory note is submitted if you provide information on external circumstances (for example, it is not your fault, but you were present during an emergency at work, and your point of view is needed to clarify the circumstances).

In the latter case, it is only important to write the text according to generally accepted patterns, and there will be no problems.

How to write an explanatory note so you don't get punished

If you have not fulfilled your job responsibilities in full, correctly draw up a document with explanations. Please note the following rules:

• style - official , business;
• the text contains only facts relevant to the case;
• there is no colloquial vocabulary or emotions in the document;
• the information presented is reliable;
• the paper contains a signature and date.

It is important that the reasons for failure to fulfill duties listed in the text are valid. These include an unexpected doctor's visit, a summons to a court hearing, or the involvement of an employee as a witness. In such cases, you will need to attach supporting documents.

The list of reasons considered valid is not provided in the legislation. The issue will be resolved at the discretion of the employer. Examples of explanatory statements drawn up according to a generally accepted model will help you clearly argue your position.

Rules for writing a paper about failure to fulfill official duties: what to consider

Although there is no strict pattern, stick to the following structure:

1. The addressee is indicated in the header , to whom explanations are given: “Director of Rassvet LLC, Petrov Petrovich.”
2. From a new line - full name and position of the employee (“from senior salesperson Maria Sergeevna Ivanova”).
3. The title of the paper is indicated in the center: “Explanatory” . There is no period after the title.
4. On a new line, go to the main part . An example would be the following sample: “09/02/2021 I was absent from work due to being involved in an accident on the road. I am attaching supporting documents.”
5. Finally, put a date and signature .

If necessary, you will download a sample form and fill it out according to the example. Afterwards, the document will be submitted to management, who will make a decision on the issue.

An example of an explanatory letter for failure to complete work

If you did not fulfill part of your job duties, do not indicate that you forgot the instructions or were not familiar with them in full . Also, do not write false facts that are easy to verify. If there is no way to justify yourself, admit the mistake, but do not try to blame other employees or management.

Example of an explanatory note for mistakes made: write according to the sample

If you make mistakes, describe the situation as fully as possible: indicate the essence of the mistake and its reasons; If necessary, mention that you have done everything possible to eliminate the consequences. Develop an action plan to prevent missteps in the performance of official duties, but do not go too far with apologies. This example will help you write a convincing text:

An example of an explanatory note for absenteeism or absence from work

Missing a day of work and subsequent failure to fulfill official duties may result in dismissal. For this reason, the employee is interested in ensuring that the explanation is plausible. It is also important to justify your absence from work: if you were absent for more than 4 hours, it is equivalent to absenteeism.

Trying to come up with a convincing reason? You can refer to a visit to the doctor due to acute toothache, family circumstances, problems with the child at school or in kindergarten. But in any case, the management’s decision depends more on what account you are on than on the text of the note.

Example of an explanatory note for being late: download sample

How to correctly write an explanatory note at work so that you are not punished for being late? If it occurred due to a breakdown of public transport, ask the driver for documentary evidence. It is given in writing, and you can compose the text on paper yourself: all you have to do is sign. But keep in mind that the information can be easily verified by calling the dispatcher.

Didn't get to work on time due to the cancellation of the commuter train? Ask for the relevant certificate at the ticket office at the station.

Many enterprises have a system of electronic passes: the time of arrival at work is noted automatically. In such cases, you cannot do without written explanations, but you will correct the situation if, in agreement with management, you stay late after your shift or during your lunch break.

Explanatory note about failure to fulfill duties due to being late: what not to write

It happens that employees, when they are late, write the following: “Although I did not show up on time, I would like to remind you that I was late until 23.00 twice a month.” This argument is a serious mistake, since overtime is formalized by a statement and order from management. In essence, you are pointing out another violation that is not recommended to be mentioned in an official document.

Example of an explanatory note in case of shortage or surplus of goods

If a shortage of goods or funds is detected at the store's cash register or warehouse, an explanatory note is written by the responsible person. The relevant information is entered into the accounting department of the enterprise, and the submitted document is attached to the reporting. The text must indicate that you are the responsible person and undertake to compensate for the shortfall from your salary.

It happens that the entire shift is blamed for a shortage of goods (for example, in a supermarket). In this case, indicate that you have nothing to do with the shortage and that you performed your duties in full.

If surplus or mis-grading is detected, the responsible person must submit an explanatory document. The surplus comes in according to accounting rules.

Writing an explanatory note regarding a customer complaint

Clients may complain about the failure of a certain employee to fulfill their duties or about the work of the team as a whole. In both cases, management has the right to request an explanation. But, if the original complaint does not indicate a specific official, then if you are held accountable, you have the right to appeal the decision .

An example of an explanatory note about non-fulfillment of the work plan:

The job description of some employees provides for the implementation of the sales plan. If you regularly fail to perform, this may be grounds for discipline or dismissal. But first, you will be asked for an explanatory note, where you indicate the following:

• reasons for failure to implement the plan;
• admission or non-admission of guilt;
• recommendations for eliminating the causes.

A sample that can be downloaded from the link will help you cope with the task.

Is the failure to implement the work plan due to external factors that you have repeatedly pointed out? List the numbers of submitted reports. The difficulty is that the employer will probably “forget” about verbal notifications.

What reasons should be indicated in explanatory notes?

Do you want to correctly compose an explanatory note? Then consider how employers feel about the reasons for being late or absent:

1. A story about traffic jams rarely impresses management (the exception is the situation when the traffic jam was caused by an accident).
2. A child’s illness or problems in kindergarten are considered valid reasons, as long as you do not abuse them. A working mother of a child under 1.5 years old has the right to periodically be absent from the workplace. According to the Labor Code of the Russian Federation, she is required to provide additional breaks for feeding. Important condition: the time away from the place should not exceed 30 minutes. Also, a working mother is required to write a statement in advance. Parents of a disabled minor also have benefits: they can count on 4 additional days off every month.
3. Poor health must be confirmed by medical certificates or by calling an ambulance.
4. Absence from work related to participation in a court hearing is also considered a valid reason. But in such cases, you must have a subpoena in hand.
5. A utility accident at the employee’s place of residence will be a sufficient reason for absence.

Those that the law defines as force majeure circumstances are also considered valid reasons. These include natural disasters, road accidents, military actions, etc. If you do not show up for work due to factors beyond your control, and the issue comes down to dismissal, the law gives you 30 days to challenge the decision in court.

You can clarify the nuances of submitting an explanatory note about failure to fulfill official duties using the video:

Document retention periods

If you work at a state enterprise, then explanatory notes about failure to fulfill official duties will be filed with your personal file. The documents are kept with him for 75 years. In private companies, management independently determines how long to hold the paper.

Conclusion

Correctly drawing up an explanatory note about failure to fulfill official duties will save you from punishment. When writing it, you get a chance to argue your position and indicate what you did to resolve the controversial situation. By refusing to write an explanatory note, you are making a mistake and showing an unwillingness to cooperate.

Explanatory note why the plan was not fulfilled

If you ever need to write an explanatory note, and as practice shows, such cases happen quite often, then do it competently and correctly. Do not underestimate this document. A serious approach will help avoid further misunderstandings and disciplinary measures. This article will help you with this. We will learn about how to write an explanatory note, what types there are and the requirements for it.

You need to start the analysis by testing the knowledge of sellers; for this, it is best to conduct certification of both product knowledge and sales techniques. If certification is not carried out regularly, the results may surprise you. The next stage is monitoring compliance with the sellers’ time plan and discipline; remember that the seller’s day should be scheduled minute by minute.

The seller must always know what he is doing. You should monitor how the seller communicates with the client; field control is well suited for this; secret shoppers are also often used. When different employee representatives put forward the same demands, they have the right to create a single body to participate in resolving a collective labor dispute.

When conducting it, for maximum objectivity, not only the assessees themselves are interviewed, but their immediate business environment, subordinates and business partners. If you wish, you can discern the background of this or that question and answer as necessary in the process of working in a team, the lie will most likely be revealed. Fulfillment of the sales plan as a requirement may be included in the job description of certain employees.

If the employee was familiarized with the instructions in a timely manner, as evidenced by his signature, and the sales plan is not regularly fulfilled, the employer may well consider this a failure to fulfill official duties. Such a violation may result in disciplinary action, and if repeated several times, dismissal at the initiative of the employer. In any case, to begin procedural actions, the law requires the employer to notify the employee of the need to provide explanations in writing.

Explanatory note due to non-fulfillment of the plan

In the “Employer's Rights” section of the employment contract there is a clause according to which the employer has the right to dismiss an employee on the basis of failure to meet the planned target for one of the indicators for a specific month.
If an employee does not fulfill the task according to one of the indicators in one of the months and the employer, on the basis of an employment contract, decides to dismiss this employee, does the employee have the right to appeal such a decision? What consequences may the employer face?

Failure to meet the sales plan carries great risks for any business. The success of any business depends on sales, and if sales begin to decline, then sooner or later you will have to cut costs. And this, as a rule, is the dismissal of employees, reduction of investments, reduction of working hours, etc. What are the main reasons for failure to meet the sales plan?

Explanatory note about non-fulfillment of the sales plan

For September 2021, the Mia spa salon did not fulfill the sales plan for services; implementation is about 70%. I, the administrator of the MIA salon, Romashkina Valentina Pavlovna, having analyzed the possible justifications for this state of affairs, came to the following conclusions regarding the reasons:

Fulfillment of the sales plan as a requirement may be included in the job description of certain employees.

If the employee was familiarized with the instructions in a timely manner, as evidenced by his signature, and the sales plan is not regularly fulfilled, the employer may well consider this a failure to fulfill official duties.

Such a violation may result in disciplinary action, and if repeated several times, dismissal at the initiative of the employer. In any case, to begin procedural actions, the law requires the employer to notify the employee of the need to provide explanations in writing.

Reasons for failure to meet the sales plan

• Lack of current products as a result of procurement problems.
• The presence of a currently irrelevant product.
• Low qualification of consultants.
• Lack of goods in stock.
• Empty counters.
• Products without a stated price.
• The product is unknown to the buyer, that is, there is a lack of advertising.
• Inconsistency between prices and quality.
• Discrepancy between the stated price and the actual price.
• Incorrect placement of goods on display windows.

The lack of buyers can be solved with the help of advertising - you just need to spend a certain amount of money on it.

The most effective methods are advertising on the Internet, on billboards and television, as well as on city streets (leaflets and handouts).

Explanatory note about failure to fulfill official duties - examples

Documents of this kind are tied to certain deadlines that the boss has set for the execution of the order. After these dates, the order becomes no longer relevant. Therefore, the note must indicate the new deadlines by which the task will be completed.

In order to be on the safe side and be sure that the employee will not be charged with the fact that the writing deadlines were not met, we recommend making two copies of the document. On one of them it is necessary to put a stamp from the office, indicating the registration of the date of provision of the explanatory note.

Example of an explanatory note about failure to complete a task

• fields are required - top 2 centimeters, left 2 centimeters, right and bottom 1 centimeter are allowed;
• The title part must be placed - to whom it is addressed and from whom, with a full indication of the last name, first name, patronymic, it is placed in the upper right corner of the first sheet of the document;
• the title of the document “Explanatory Note” is written in the middle of the sheet below the title part;
• at the end there is the date, position, signature of the person who compiled the document, surname and initials;
• if the document is compiled on several sheets, then the signature is placed at the bottom of each sheet after the text.

Considering the use of the procedure for an employee to explain his actions in accordance with Article 193 and Article 247 of the Labor Code of the Russian Federation as a mandatory action during an investigation before applying a disciplinary sanction or bringing to financial liability, it speaks of the legal way to resolve the conflict between the employee and the employer.

Samples and examples of explanatory notes

• name of the organization where the employee works;
• information about the recipient (full name, position of the manager in whose name the document is drawn up);
• the name of the document itself;
• place of compilation;
• date of writing;
• signature.

• appearing at the enterprise under the influence of alcohol or drugs;
• being late or absent from work;
• non-compliance with labor discipline;
• immoral behavior at the enterprise;
• violation of fire safety and labor protection rules;
• theft of material assets;
• disciplines;
• violation of job descriptions;
• poor quality or partial failure to fulfill their functional duties.

How to write an explanatory note correctly

• absence from work;
• making a mistake at work, failure to comply with job descriptions;
• failure to implement the work plan;
• to the tax service;
• from the cashier;
• to a kindergarten;
• to university;
• the class teacher at school;
• absence from parent-teacher meetings.

1. Exculpatory - contains information that explains one’s own behavior, the commission of any action or, conversely, inaction.
2. Explanatory - the employee explains actions beyond his control, which were performed by other persons, or they arose due to certain circumstances.

Why is the sales plan not being met?

Sometimes the seller is assigned a bunch of additional functions - merchandising, reporting, carrying out small orders, working with returns and exchanges of goods, cash register, etc.

All these additional functions can seriously distract the seller from performing his immediate duties. It is very important that the seller is result-oriented, and the main result of his work is sales.

All additional functions immerse the seller in the process, that is, the employee forgets his main goal.

It is very important to conduct a correct sales analysis if the plan is not fulfilled. Analysis is the foundation for fulfilling plans, sales is mathematics and almost everything can be calculated, the main thing is to have a complete picture of what is happening.

It is very important to be guided by accurate data and not personal opinion. To do this, do not forget about monitoring the work of personnel; it is the monitoring data that is needed for analysis.

There is a term in quality improvement - the Deming cycle; by working on this cycle you will inevitably be able to improve your sales performance.

Write an explanatory note regarding failure to fulfill the sales plan

You get the amount that you could have had in the cash register if all these people had come, like last year. This works if you have all the listed indicators in use, if you have a visitor counter and, of course, if you had the last one last year. In short, traffic is falling, competitors are being strangled, people are not coming, and the plan is too high.

If there is a 1c program, then you can try to make a comparison with last year. Such reports are generated within a minute for any period of time.

If the traffic on a similar day last year (for example, it is now January 25, Saturday - look for the Saturday with the closest date as possible) was significantly higher, then bingo) Count how many people “didn’t reach you” today, multiply by the conversion rate (%) and by average purchase amount (planned, if any, or actual).

Dismissal due to non-compliance

Being on sick leave and absenteeism without good reason are two different things. Warn about illness and upon recovery provide a certificate of incapacity for work. If you have several sheets of paper, provide them as soon as they give them to you. But all this while working under an employment contract.

All correct and incorrect reasons for dismissal are contained in Article 51 of the Law on Military Duty and Military Service. But these failures to comply with the terms of the contract on the part of the serviceman must be proven, and preferably documented. Something similar happened in...

Source: https://firstjurist.ru/zemelnye-uchastki/obyasnitelnaya-po-prichine-nevypolneniya-plana

How to write an explanatory note? Examples (samples)

I, Dyakova Anna Aleksandrovna, missed all classes from February 6 to 9 _____ due to my mother’s illness. She lives in the village. Semenovka, Saratov region, which is located 200 km from the location of our institute. She didn't tell me anything specific over the phone, so I thought it would take less time. In fact, I had to go to the regional center, where the diagnosis “CVA is in question” was made.

Doctors gave a referral to the regional hospital in Saratov. I couldn’t leave my mother and went with her. Now she has been operated on and her life is not in danger. I have attached copies of medical documents.

I undertake to make up all missed classes in full. I, Dmitry Ivanovich Grigolets, can explain the following. Firstly, the plan for January _____ for our workshop was not personally approved by me, about which a corresponding report was written. The volume was set based on last year's figures, which do not correspond to the current situation at the plant - a decrease in the number of deliveries and production in general compared to last year.

Secondly, CNC machine No. 2 broke down and has not yet been repaired. A report on this was also filed. Other factors include a decrease in the number of employees. Over the last week, 2 people quit (Ansimov R.K. and Gerasimov S.M.), and CNC operator No. 1 Mishin S.L. has been on sick leave since ___ _________ _____ year. I ask you to analyze the situation again and not punish any of the workers in our workshop for failure to fulfill the plan.

I, Larisa Ivanovna Medvedeva, was late for work ___. ___. _______ year for 40 minutes. I can explain what happened by saying that I overslept due to the alarm clock not working. This is the first time this has happened. The clock stopped at 6:30.

Apparently the battery is dead. I woke up on my own at 7:30. Unfortunately, I didn't have enough time to make it in time for the store opening. I apologize and assure you that this will not happen again.

I, Nikitin Vladimir Nikolaevich, ___. ___. _______ of the year was supposed to follow the Moscow-Mytishchi route with the delivery of goods. Considering that my main route for the last six months included trips only to Krasnogorsk, I mistakenly went to this city. I looked at the route sheet when I arrived in the city to clarify the first address for unloading.

I understand the absurdity of the situation and undertake to reimburse the cost of fuel.

Explanatory note about being late

To the commander of military unit 55555, Lieutenant Colonel S.S. Pavlenko. from an employee of the RF Ministry of Defense, clerk of the combat department O.P. Zaitseva.

Explanatory letter

Regarding being late for work on July 26, 2012, I, Olga Petrovna Zaitseva, was 2 hours late for work on July 26, 2012. The fact is that this morning, while on my way to the bus stop, I became a witness and participant in an unpleasant incident. A ten-year-old girl walking in front of me was suddenly attacked by a stray dog ​​and bit her. I had to intervene in the situation, as the girl was very frightened and was crying, and her wound was bleeding. I took the girl to the nearest emergency room, called her parents at work, and then went to work. Please consider a valid reason for being late.

July 26, 2012 Zaitseva Zaitseva O.P.