Bank year-end activity planning plan (selected 5 articles)

In order to ensure that the activity is carried out safely and smoothly, it is often necessary to carry out detailed preparations for the activity plan in advance. The activity plan refers to the preparation for a certain event. A planning document for an event. What issues need to be paid attention to when formulating an activity plan? Below is the bank's year-end activity planning plan (selected 5 articles) that I compiled. Welcome to read and collect.

Bank year-end activity planning plan 1

1. Activity theme:

"New Year Community Tour, Wonderful Appearance"

xx Bank As a new branch located in a high-end community, xx branch takes advantage of the festive atmosphere between the two festivals and focuses on personal business products and services. It actively promotes the branch in the community, promotes Pudong Development Bank, vigorously promotes personal financial services, and gradually expands its customers. Base.

2. Activity time:

20xx, x month x day, x day, x day, x day

x month x day, x day, x Month x day, x day.

***Counted x times

3. Activity form and content:

(1) Community activities

Targeted at communities surrounding the branch , to carry out marketing activities in the community. All the staff of the branch plan to use eight weekends before and after the Spring Festival:

① Enter xxxx and other nearby key communities, set up our bank’s marketing booth, and conduct on-site explanations and publicity ( or open an account on site), introduce our bank’s products to customers, clarify the specific location of our bank, combine the event promotion content, determine community target customers, actively expand related business volume, effectively improve community marketing and business performance, and attract customers to handle transactions in our bank Personal business.

② Targeting some relatively distant key communities, such as: xxx, etc., we will focus on products such as new stock express trains, fund boutiques, bank cards, etc., and use community bulletin boards, mailbox delivery, SMS publishing, etc. Release information in an all-round way, gradually establish the service image of our bank as a community bank, strengthen various connections with target communities, close relationships between outlets and community customers, and steadily promote community marketing work.

(2) Downtown activities

Mainly rely on nearby office buildings, supermarkets, entertainment venues, etc. to carry out publicity.

① Place our bank’s opening leaflet at the checkout area of ??nearby xxxx and other large supermarkets, rent a venue to set up relevant booths, introduce our bank’s credit card preferential feedback policy and the powerful functions of Easy Financial Card, and attract customers to learn about Pudong Development Bank bank.

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

③Visit the ground floor shops and shops of surrounding real estate companies, focusing on introducing our bank’s personal credit products and preferential policies.

IV. Activity Goals

Through this series of activities, the personal banking business of all branches strives to achieve the following goals:

(1) Make the surrounding potential customers clearly aware Our bank is located in a position where you can understand the advantages and features of Shanghai Pudong Development Bank and related products, and gradually come to start business in our bank.

(2) Carry out product promotion, seize the opportunity of deposit return at the end of the year, and seize market share.

(3) Strive to have the balance of savings deposits exceed x million yuan by the end of x; the market value of third-party custody assets exceed x million yuan; laying the foundation for our bank’s subsequent development of personal finance business.

5. Activity costs

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

(2) Promotional production fee: approx. xxxx yuan

(3) Promotional gift purchase fee: xxxx yuan

(4) Lunch drinking water cost: average x yuan/time xx times = xxxx yuan

(5) SMS publishing fee: about xxxx yuan

(6) Data delivery fee: about xxx yuan

The total of the above six items costs about xxxxx yuan. Bank year-end activity planning plan 2

1. Party theme:

"xx welcomes the New Year, Yuzhu welcomes the New Year" Gala

"Yuzhu welcomes the New Year" The theme of the party: focusing on cultural and artistic performances to showcase the talents and spiritual outlook of employees, and interspersed with lively game programs to improve the interactivity and participation of the party, truly achieve the effect of all employees getting together, and contribute to the relationship between colleagues , further harmonize the relationship between cadres and the masses and cultivate team awareness and collective sense of honor.

2. Purpose of the party:

In order to strengthen the cohesion of xx employees and enrich the cultural life of xx company; to express xx’s care and greetings for employee festivals, and at the same time give employees a chance to show themselves The stage of talent allows leaders and employees to gather together to happily summarize the past and look forward to the future, and spend the 20xx Spring Festival together.

3. Party time:

The evening of x, xx

4. Party venue:

1. Use around the venue Balloons, lanterns, ribbons, etc. should be arranged so that the entire venue should reflect a harmonious, peaceful and festive atmosphere. At the same time, the stage should take into account the convenience of the audience during 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. Place on the party table: candies, fruits, melon seeds, peanuts, etc.

5. Prepare small gifts for party interaction.

5. Party participation:

All employees and leaders of each unit

6. Party features:

1. Party The most outstanding thing is that it is lively.

2. The highlight of the party is care and encouragement. The host mobilized the atmosphere, and the atmosphere was enthusiastic on and off stage.

3. The host mobilizes the atmosphere, and the atmosphere is enthusiastic on and off the stage.

4. The leaders’ speeches expressed encouragement and care, and the program content focused on joy, unity and inspiration.

7. Party program tasks:

Each department must have more than two programs.

Note: Departments can jointly prepare performances.

8. Preparatory process arrangement:

1. Before x, x, x, 20xx, each department will submit the party program to the general office.

2. The lyrics for the party will be completed on x, month x, 20xx, and the general office will assist the host to complete it.

3. The preliminary rehearsal of the party program will be held on 17f on x, month x, 20xx.

4. The necessary items for the party on x, x, x, 20xx are in place. Bank's year-end activity planning plan 3

In order to thank the new and old customers for their support and love for our bank, the Babaijiang branch launched the "Deposit Points Exchange for Gifts and Grand Prize Drawing Activity". The activity plan is as follows:

1. Activity time

December 25, 20xx - January 31, 20xx

2. Activity content

1. Time deposits can be Points can be exchanged for gifts.

Customers who make time deposits with our bank during the event can earn points. A new deposit of RMB 10,000 (inclusive) with a fixed term of more than 6 months will earn one point, and no points will be earned if the deposit period is 3 months.

For points of 1 (inclusive) to 3 points, a pack of exquisite nail clipper paper boxes will be drawn;

For points of 3 (inclusive) to 6 points, a sports bottle will be drawn for paper;

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Points 6 (inclusive) - 10 points for a paper (large) portable shopping cart;

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

Non-GMO soybean oil with points of 15 (inclusive) and 20 points;

Korean multi-function electric hot pot with points of 50 points (inclusive) and above;

Supor induction cooker with points of 60 points (inclusive) and above ;

Supor Smart Rice Cooker Two-layer Multi-purpose Steamer with 80 points or more;

When handling the above-mentioned time deposit business, choose the "deposit but no redemption" method (can only be purchased with us) line withdrawal). Early withdrawal is not allowed during the deposit period. If you withdraw in advance, points will be refunded and exchanged for gifts.

2. Deposit and draw big prizes regularly.

During the event, every customer with a new fixed deposit (one year or more) exceeding 200,000 yuan (inclusive) can participate in the lottery on the first anniversary of the Babaijian Branch on January 21, 20xx. The prizes are as follows:

First prize: Supor smart rice cooker.

Second Prize: Korean multifunctional electric hot pot.

Third Prize: Exquisite tableware set.

Fourth prize: paper (large).

50 third prize winners: a barrel of 1.8L cooking oil. Bank year-end activity planning plan 4

1. Activity bank:

xx Bank

2. Starting and ending time:

20xx year x month Ends on x day

3. Event location:

xxx

4. Event time:

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

5. Activity target:

x bank credit card (except quasi-credit card)

6. Activity content:

During the event, if you use a credit card from x bank at xxxx center and spend the full amount, you will receive the following gifts:

If a single valid purchase reaches xxxx-xxxx yuan (inclusive), you will receive a gift card worth xxx yuan xxx;

For a single valid purchase of xxxx yuan or more (inclusive), you will receive a gift card of xxx yuan xxx;

(Note: During the event, each customer can receive a maximum of xx yuan; no deposits will be made on Saturdays if the quota is reached.

7. Activity details:

1. "Gifts with full amount" cardholders must hold POS purchase orders, shopping receipts and personal bank accounts that meet the gift conditions Cards must collect gifts at designated locations in the mall and sign the prize receipt form. Those who refuse to return the purchase form will not be given the opportunity to receive gifts. The POS purchase order is valid on the day it is signed, and will be invalid after the expiration date.

2. During the event, the maximum redemption limit for each eligible credit card is 600, and the same product cannot be purchased by splitting the card multiple times or using multiple bank cards. Quantity is limited, first come first served, while supplies last.

3. This activity is only for personal consumption. Wholesale, purchase of shopping cards, group purchases and other consumption will not participate in this activity.

4. When a cancellation or return transaction occurs, the corresponding gift should be returned.

5. Only credit cards from xx areas can participate in this event. Bank year-end activity planning plan 5

1. Purpose of the activity

To attract customers as the purpose of the activity, interact with community customers, create project community culture and experience, drive new and old customers, and improve The popularity of our community bank has attracted the attention of the customer base and expanded the influence and recognition of community banks.

2. Key points of activity content

1. Activity content

1) Somatosensory games are eye-catching.

In order to attract new and old customers to know our community bank and come into our community bank, this game activity is specially organized to achieve eye-catching results. Arrange a fixed period of time every week to carry out somatosensory game interactive projects at the door of my community bank (or within the scope of ability). The content and activities of this game are novel and refined, and at the same time it has a national fitness effect, which will definitely attract customers passing by, and these customers who stop must be the customer group our bank is looking for. In addition: Customers who participate in the somatosensory interactive game need to sign the event participation details registration book and leave their phone number as the source of our bank's customer information.

2) When the customer attracts a certain number of people, you can continue to carry out the prize-winning Q&A session.

Visiting customers can not only experience the fun of somatosensory games, but also participate in prize feedback for answering questions. The publicity will definitely achieve the desired effect.

2. Suggestions for communication topics

Suggestions for answering questions are as follows:

1. In what year was a certain bank established?

2. What is the business philosophy of a certain bank?

3. What are the product specifications of a certain bank’s financial products? Questions can be selected that are specific to customer needs.

3. Publicity methods

(1) Deliver event advertisements in newspaper boxes in communities surrounding community banks;

(2) In elevators in communities surrounding community banks Post marketing activity advertisements inside and on the publicity board;

(3) Promote activity information through WeChat;

4. Activity feedback and tracking sales actions>Plan

According to the progress of the activities, on-site personnel will summarize and analyze the answers to customer questions and provide targeted services to customers. For customers who participate in game interaction, targeted in-depth digging will be conducted after the game is over.

3. Target customer organization

1. Target customers

Target customers include: visiting customers from the surrounding communities of the community bank through publicity, and customers on the same day Bring old and new customers;

2. Customer organization

The new and old customers who make appointments come to our bank on the same day, and the reception staff will conduct a brief understanding and then conduct triage guidance, and the consulting customers will be brought to In the consultation area, customers participating in the game will be brought to the game area to register. At the start time of the game, a fixed staff will explain the game methods and precautions before starting the interactive game and Q&A game. Customers who answer the bank's questions correctly will be given exclusive souvenirs of Bohai Bank.

4. Arrangement of time and place

1. Time

Any holidays or statutory rest days after the community bank opens.

2. Location

At the door of our community bank (or within our capabilities).

5. Cost budget

One XX somatosensory game machine costs 3,000 yuan;

100 souvenirs cost 0-500 yuan (can use our bank’s existing water bottles or Others);

A flat-screen TV costs 3,000 yuan (community banks should have their own equipment).

6. Analysis of expected effects

1. The business volume expected to be brought by this event cannot be guaranteed, and the popularity will definitely increase dramatically;

2. Through the expected impact of this activity, the expected impact will leave a deep impression on customers and at the same time, cooperate with the sales of financial management and savings products to significantly increase branch deposits and business volume.

7. Personnel Arrangement and Responsibilities

1. Event planner: 2 people

Responsibilities: Arrange on-site partitions to receive customers and equipment debugging and other process allocations.

2. Activity coordinators: 3 people

Responsibilities: receive visiting customers and do a good job of promotion and explanation.

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

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