Zusammenfassung der Ressource
Operational plan
- Administration
- Systems
- ENABLE
- Fees
- Tasks
- Processes
- FPR
- Agenda
- Meeting prep
- Checklists
- General Admin
- Post
- LOAs
- Client contact
- Petty Cash
- Training
- Learning Log
- Drop Box
- Tidy up
- Team
- Reviews
- Personal Development plans
- Focus points
- Bonus plan
- Objectives
- Morale
- Team perks
- Social
- Library
- Admin team
Anmerkungen:
- Structure
- Job Descriptions
- Advisers
- Sign off
- Contracts
- New joiners
- Onboarding
- Operational Tasks
- Meetings
- Quaterly meetings?
Anmerkungen:
- Start for 2020
Whats the goal
Create some passion
- Weekly catch up with Ops and Iain
Anmerkungen:
- Need to get these as standard
Create an agenda
- Full team meetings
Anmerkungen:
- Get team engaged in meeting
Not at desks
- Company Vision
- What are our goals?
- Whats the team working towards?
- Office
- Tidy
- Lay out
- Budget
- Compliance
- TCF
- MIFID
- SMCR
- Audits
- Due Diligence
- Client Services
- Build team