Bank year-end activity planning scheme

Bank's year-end activity planning scheme (5 selected articles)

In order to ensure the safety and smooth progress of activities, it is often necessary to make detailed preparations in advance. Activity plan refers to the planning document for an activity. What problems should we pay attention to when making an activity plan? The following is my bank year-end activity planning scheme (5 selected articles), welcome to read the collection.

Bank Year-end Activity Planning Scheme 1 I. Activity Theme:

"Spring Festival community trip, wonderful and smart appearance"

As a new branch located in a high-end community, xx Branch of xx Bank, with the help of the festive atmosphere between the two festivals and focusing on personal business products and services, actively entered the community to promote the development of Shanghai Pudong Development Bank, vigorously promoted personal financial services, and gradually expanded its customer base.

Second, the activity time:

20xx years, months, days, days, days.

X month x day, x day, x month x day, x day.

* * * x times

III. Forms and contents of activities:

(1) Community activities

For the communities around the sub-branch, all the staff of the sub-branch plan to spend eight weekends around the Spring Festival:

① Enter the surrounding key communities such as xxxx, set up our marketing booth, conduct on-site explanation and publicity (or open an account on site), introduce our products to customers, define our specific location, determine the target customers in the community in combination with promotional activities, actively expand relevant business volume, effectively improve the business performance of community marketing, and attract customers to handle personal business with our bank.

(2) For some relatively distant key communities, such as xxx. With products such as through trains for new shares, fund boutique houses and bank cards as the leading factor, the Bank will release information in all directions through posting community bulletin boards, e-mail delivery and short message release, gradually establish the service image of the Bank's community banks, strengthen various contacts with target communities, close the feelings between outlets and community customers, and steadily promote community marketing.

(2) Urban activities

Mainly rely on nearby office buildings, supermarkets, entertainment venues and other publicity.

(1) Post the opening leaflet of our bank at the cashier's office of large supermarkets such as xxxx nearby, rent a venue to set up relevant booths, introduce our credit card preferential feedback policy and the powerful functions of easy financial card, and attract customers to know about Shanghai Pudong Development Bank.

② Design booths in high-end office buildings such as xxx or high-end entertainment places such as xxx International Theatre nearby, and launch relevant preferential promotions to attract customers to open accounts in our bank.

③ Visit the shops and shops of surrounding real estate companies to learn more about our personal credit products and preferential policies.

Four. moving target

Through this series of activities, the Bank's personal banking business strives to achieve the following objectives:

(1) Let the surrounding potential customers clearly know the location of the bank, understand the advantages and characteristics of Shanghai Pudong Development Bank and related products, and gradually come to the bank to conduct business.

(2) Promote products, seize the opportunity of year-end deposit return and seize market share.

(3) strive for the balance of savings deposits at the end of X to exceed X billion yuan; The market value of assets deposited by the three parties exceeds X million yuan; The amount of personal loans issued exceeds X million yuan; The signing amount of the new stock through train exceeds X million yuan; Lay a foundation for the bank to carry out personal gold business in the future.

Verb (abbreviation of verb) activity cost

(1) venue rental fee: average x yuan/time xx times =xxxx yuan.

(2) Publicity and production expenses: about xxxx yuan.

(3) promotional gifts purchase fee: xxxx yuan.

(4) Cost of drinking water for lunch: average X yuan/time xx times =xxxx yuan.

(5) SMS publishing fee: about xxxx yuan.

(6) Data transmission fee: about xxx yuan.

The above six items will cost about xxxxx yuan in total.

Bank year-end activity planning scheme 21. Theme of the party:

"xx Let the Spring Festival, Yu Zhu Welcome the Spring Festival" party.

The theme of "Zhu Yu welcomes the new" party: mainly performing arts programs, showing employees' talents and spiritual outlook, interspersed with relaxed and lively game programs, improving the interactivity and participation of the party, really playing the role of all employees' get-together, which is conducive to further harmony between colleagues and cadres, and to the cultivation of team consciousness and collective honor.

Second, the purpose of the party:

In order to strengthen the cohesion of xx employees and enrich the cultural life of xx enterprises; Express xx's care and greetings to employees' festivals, and at the same time give employees a stage to show their talents, so that leading employees can happily get together to sum up the past and look forward to the future, and spend the 20xx Spring Festival together.

Third, the party time:

In the evening of Xx month x day.

Fourth, the meeting place:

1. Balloons, lanterns, ribbons, etc. Arranged around the venue. The whole venue should reflect a harmonious, peaceful and festive atmosphere. At the same time, the stage should take into account the convenience of the audience in the interactive session.

2. Stage background setting: the font of "xx Gala".

3. Multimedia equipment: projector × 1, projection cloth × 1, small TV × 1, 4 microphones.

4. On the party table: candy, fruit, melon seeds, peanuts, etc.

5. Interactively prepare small gifts for the party.

Verb (abbreviation for verb) Party participation:

All employees and leaders of each unit

Sixth, the party features:

1, the highlight of the party is-lively.

The highlight of the party is caring and encouraging. The host mobilized the atmosphere, and the atmosphere on and off the stage was warm.

3. The host mobilized the atmosphere, and the atmosphere on stage and off stage was warm.

4. The leaders spoke in succession to express encouragement and care, and the content of the program centered on joy and unity, which was encouraging.

Seven, the party's program tasks:

Each department must have more than two projects.

Remarks: All departments can jointly prepare performances.

Eight. Arrangements for the preparatory process:

1 and 20xx before, all departments will report the party platform to the general office.

2. Complete the party string on X, X and 20xx, and the general manager will assist the host to complete it.

3. The evening program will be previewed on 17f, 20xx, x, x, x, x. ..

4.20xx xx xx xx xx xx xx xx xx xx xx xx xx xx xx xx xx xx xx xx xx xx xx xx xx xx xx xx xx xx xx xx xx xx xx xx xx xx xx xx xx xx xx xx xx xx xx xx xx xx xx xx xx xx xx xx xx xx xx xx xx xx xx xx xx xx xx xx xx xx xx xx xx xx xx xx xx xx xx xx xx xx.

Year-end activity plan III of the Bank To thank the old and new customers for their support and love for the Bank, the Eight-year Sub-branch launched the "Award-winning activity of exchanging deposit points for gifts", and the activity plan is as follows:

I. Activity time

20xx65438+February 25th-20xx65438+1October 3rd1.

Second, the content of the activity

1, time deposits can be accumulated and accumulated.

Customers who make time deposits in our bank during the activity can get points. New deposits with fixed deposits of 654.38 million yuan for more than 6 months (inclusive) can be accumulated 1 minute, and deposits for 3 months do not accumulate any points.

Score 1 (inclusive) -3 points, and select a package of exquisite nail clipper paper.

Score 3 (inclusive) -6 points to draw a sports kettle;

Points 6 (inclusive)-10 points are used for paper (large) portable shopping carts;

Score 10 (inclusive)-15 points for a set of exquisite tableware;

The score is 15 (inclusive)-20 points for non-GMO soybean oil;

Korean multifunctional rice cooker with 50 points or more;

Supor induction cooker with more than 60 points;

Multi-purpose steamer on the second floor of Supor smart rice cooker, with a score of more than 80 points;

When handling the above time deposit business, choose the "universal deposit and withdrawal" method (which can only be withdrawn in our bank). You are not allowed to withdraw money in advance during the deposit period, and you need to return points for gifts.

2. Save regular prizes.

During the activity, every customer with a new time deposit (over one year) exceeding RMB 200,000 (inclusive) can participate in the 1st anniversary lucky draw of the 800th branch on 20xx 65438+ 10/2/0/day. The prizes are as follows:

First prize: Supor smart rice cooker.

Second prize: Korea multifunctional rice cooker.

Third prize: a set of exquisite tableware.

Fourth prize: paper lifting (big).

50 third prizes: 1.8L a barrel of edible oil.

Bank year-end activity planning scheme 4 I. Active banks:

Xx bank

Second, the start and end time:

20xx year x month x day

Three. Location:

xxx

Fourth, the activity time:

20xx x month x day -20xx year x month x day

Verb (short for verb) Target audience:

X-line credit card (except quasi-credit card)

Activity of intransitive verbs:

During the activity, you will receive the following gifts by using X-line credit card to swipe your card in full at xxxx Center:

Give a gift card of RMB xxx for a single effective consumption above RMB xxxx-xxxx (inclusive);

Give a gift card of xxx yuan if the single effective consumption exceeds xxxx yuan (inclusive);

(Note: During the activity, each customer will receive a maximum of xx yuan; Do not share Saturday's full reduction activities)

Seven. Activity details:

1. "Full Gift" cardholders need to take the pos shopping receipt that meets the gift requirements and their bank card to the designated place in the mall to collect the gift, and sign the prize receipt. Those who refuse to return the shopping list will have no chance to accept gifts. Pos purchase order is valid on the same day, and it will be invalid after expiration.

2. During the activity, each eligible credit card can receive a maximum of 600, and it is not allowed to split multiple credit cards or use multiple bank cards to purchase the same product. Limited quantity, first come, first served, while stocks last.

3. This activity is only for personal consumption behavior, and consumers such as wholesale, shopping card purchase and group purchase do not participate in this activity.

4. If the transaction is cancelled or returned, the corresponding gift will be returned.

Only credit cards in xx area can participate in this activity.

Bank year-end activity planning scheme 5 I. Purpose of the activity

For the purpose of attracting customers, interact with community customers, create and feel the community culture of the project, drive new and old customers, improve the popularity of our community bank, attract the attention of customer groups, and expand the influence and popularity of community banks.

Second, the main points of activities

1. Activity content

1) somatosensory games attract attention.

In order to attract new and old customers to understand our community bank and enter our community bank, this competition was specially held and achieved remarkable results. Arrange a fixed period of time every week to have an interactive project of somatosensory games in front of our community bank (or within our ability). The content of this game is novel and exquisite, and it also has the effect of national fitness, which will definitely attract customers passing by, and these customers who stop must have the customer groups that our bank is looking for. In addition, customers who participate in somatosensory interactive games need to sign their names in the activity participation details register and leave their phone numbers as the source of customer information of our bank.

2) When customers attract people to a certain scale, you can continue to answer questions with prizes.

Visiting customers can not only experience the fun of somatosensory games, but also participate in the award-winning feedback of answering questions, and the publicity will certainly achieve the expected results.

Exchange topic suggestions

Suggestions for answering questions are as follows:

1. When was the bank established?

2. What is the bank's business philosophy?

3. What are the product specifications of the bank's wealth management products? Questions can be selected according to customer needs.

3. Publicity methods

(1) put newspaper box campaign advertisements in communities around community banks;

(2) Posting advertisements for marketing activities on elevators and bulletin boards in communities around community banks;

(3) Promote activity information through WeChat;

4. activity feedback and tracking sales action > plan

According to the activity, on-site personnel >: summarize and analyze the answers to customers' questions and provide targeted services to customers. For customers who participate in the game interaction, after the game is over, they will conduct targeted in-depth excavation.

Third, the target customer organization.

1. Target customers

Target customers include: visiting customers in the communities around the community bank who came here through publicity, and new customers brought in that day;

2. Customer organization

The new and old customers who came to visit our bank that day were guided by the receptionist after a brief understanding, and the consulting customers were taken to the consulting area, and the customers who participated in the game were taken to the game area for registration. After the game starts, the fixed staff will inform the game mode and precautions, and then start interactive games and quick answer games. Customers who correctly answer our questions will be given exclusive souvenirs from Bohai Bank.

Four. Arrangement of time and place

1. time

You can use the holidays or statutory rest days after the opening of community banks.

Step 2: Location

In front of our community bank (or within our ability).

Verb (abbreviation of verb) cost budget

XX somatosensory game 1 3000 yuan;

Souvenir 100 0-500 yuan (you can use our existing water cups or other);

1 flat screen TV 3000 yuan (community banks should have this equipment).

Six, the expected effect analysis

1. The expected business volume brought by this activity is not guaranteed, and the popularity will definitely increase sharply;

2. Through the expected impact of this activity, customers will be deeply impressed by the expected impact, and at the same time, with the help of the sales of wealth management and savings products, the deposits and business volume of outlets will be greatly improved.

Seven. Personnel arrangement and responsibilities

1. event planning: 2 people.

Responsibilities: Arrange on-site partition to receive customers and equipment debugging and other process distribution.

2. Activity coordinator: 3 people

Responsibilities: receive visiting customers and do a good job in publicity and explanation.

3. Person in charge of the event site: 1.

Responsibilities: Responsible for all the details of the day's activities.

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