1. HR Goals
1.1. Definition: Provide a culture where people feel taken care of and recruiting.
1.2. Create a Culture of Management & Accountability within the next year of the office.
1.2.1. Implementing the knowledge acquired at Kingdom @ Work, Managing Attorneys Meetings, GLS Summit, etc. and assessing what is do-able for us.
1.2.2. Assessing Jeff's availability to allow him to be a more hands on manager with managing attorneys and Jessica.
1.2.3. Hiring and retaining strong leaders and employees who fit with the culture of the firm to help support the goals of P&T.
1.2.3.1. Create a job description for each role in the firm.
1.2.3.2. Create a career path for each role in the firm.
1.2.4. Continue assessing benefits package offered to the firm and it's people.
1.2.5. Implement regular communications across the firm about HR procedures.
2. Accounting Goals
2.1. Maintain a profitable office over the next year.
2.1.1. Evaluate Bookkeeping memo and Quickbooks integration
2.1.2. Implement and create consistency in processes within the finance department.
2.1.2.1. Daily duties and processes for accounting to provide better training when we on-board new staff.
2.1.2.2. Educate and inform the office on how accounting/finances works.
2.2. Team Cohesion
2.3. Create a Culture of Management & Accountability within the next year of the office.
2.3.1. Implement regular communications across the firm about accounting procedures
3. IT Goals
3.1. Create a Culture of Management & Accountability within the next year of the office.
3.1.1. Create a recorded training. [Mauricio supporting HR]
3.1.2. Implement regular communications across the firm about IT procedures
3.2. Maintain a profitable office over the next year.
3.2.1. Improve general software configurations for Peek & Toland
3.2.2. Improving radio programming with Jeff [supporting Marketing/BD]
3.2.3. Improving IT servers
3.2.4. Increase the security systems for P&T
3.2.5. Video marketing / cartoon marketing and trainings [supporting Marketing/BD]
3.2.6. Supporting finances and accounting in process and system research
3.3. Create a atmosphere of team cohesion over the next year.
4. Facilities Goals
4.1. Create a Culture of Management & Accountability within the next year of the office.
4.1.1. Implement regular communications across the firm about facilities procedures
4.2. Maintain a profitable office over the next year.
4.2.1. Create a good structure for assessing office suppliers.
5. Team Goals
5.1. Create a Culture of Management & Accountability within the next year of the office.
5.1.1. Improved Dept. Communication about Admin Team Roles and Duties
5.1.1.1. Feedback acknowledgement / education / action
5.1.2. Consistency on reporting data and information to help managers lead teams
5.2. Maintain a profitable office over the next year.
5.2.1. Dept. Budgets 2020 with understanding of expenses throughout the year.
5.2.2. Fiscal responsibility and efficiency
5.2.3. Classify expenses for Depts.
5.2.3.1. Better expense reporting tool for all results.
5.2.4. Maximizing efficiency and team time.
5.2.5. Communication of profitability of office.
5.2.5.1. Defining the numbers for the office.
5.3. Create a atmosphere of team cohesion over the next year.
5.3.1. One Project Management Tool
5.3.2. Cross-Department Training
5.3.3. Team-Player Improvements
6. Marketing / BD Goals
6.1. Create Culture of Management and Accountability within the next year of the office.
6.1.1. Implement regular communications across the firm about marketing/BD procedures
6.2. Maintain a profitable office over the next year.
6.2.1. Reevaluate Existing Marketing
6.2.2. Steve BD Initiatives
6.2.3. SAT Office Growth
6.2.4. Employment Dept. Growth
7. Reception Goals
7.1. Create Culture of Management and Accountability within the next year of the office.
7.1.1. Regular quarterly meetings.
7.1.2. Implement regular communications across the firm about reception procedures
7.2. Maintain a profitable office over the next year.
7.2.1. Reduce errors and issues at reception.