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Mapa mental

Operational plan

Emily Corck Operations Inglés

Mind map on operational plan: administration, team, operational tasks and client services

Mind map: Operational plan

Contenido del mapa

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
  - Arrange training 
  - Structure
  - Job Descriptions
- Advisers
  - Sign off
  - Contracts
- New joiners
  - Onboarding
Operational Tasks
- Meetings
  - Quaterly meetings?
    - Start for 2020 Whats the goal Create some passion
  - Weekly catch up with Ops and Iain
    - Need to get these as standard Create an agenda 
  - Full team meetings
    - 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

Información

Descripción: Operations Mapa Mental sobre Operational plan, creado por Emily Corck el 04/11/2019.
Creado por: Emily Corck
Visitas: 586
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