Process payroll Weekly/ Ensure all time Payroll completed Paychecks are OPM Ch.17
documents, Bi-Weekly sheets and time accurately and delivered on-time
perform weekly/bi- cards are timely Personnel Manual
weekly payroll collected and Check Error Log Ch.7
administration and processed or Payroll taxes are
reporting, and forwarded to paid timely Payroll Reports
administer payroll payroll service
taxes Payroll Tax
Ensure payroll Summaries
taxes are
current
Reconcile invoices Monthly Ensure Invoices match Royalty Report OPM Chs. 14,16,
with Royalty Report compliance with Royalty Report 17, 18
and complete Corporate and royalties are Deposit Report
Royalty Report for requirements calculated EMM Ch.5
Owner review correctly are filed Invoice List by
timely Royalty Month
Report
1
ROLES AND RESPONSIBILITIES - ACCOUNTING CLERK
Process customer Daily Payments are Improved cash Accounts OPM Ch.
payments and applied to flow Receivable (A/R) 14,15,16,18
prepare deposits accounts Aging Report
correctly and Payments EMM Ch.5
timely with received equal Invoice Report
accurate deposit amount ManagER Manual
paperwork for Deposit Report
each deposit Prompt
commission
payments
Manage Accounts On-going Improve cash Accounts A/R Aging Report OPM Chs. 14,15
Receivable flow Receivable are
EMM Ch.5
kept current Average
Collection Period ManagER Help
calculation
“A/R Collections”
e-Learning
FFA reports
Manage Accounts On-going Review all Accounts Payable A/P Report OPM Ch. 14
Payable (A/P) payables are kept current
EMM Ch.5
Create checks All referral and
for approved subcontract fees
payables entered and paid
2
ROLES AND RESPONSIBILITIES - ACCOUNTING CLERK
Assisting with Inventory office Weekly Maintain office Office is neat, Office Inventory OPM Ch.11
Administrative supplies supplies and organized, and Log
Tasks perform has adequate 2008 Product
reordering as supplies Catalog
needed
Product Ordering
Form
Handle phones As Needed Ensure phone Phones are Call Log OPM Chs. 6,8,9
calls are answered quickly
answered and and calls handled
routed correctly efficiently
3
ROLES AND RESPONSIBILITIES - ADMINISTRATIVE ASSISTANT
Schedule Daily Ensure work is Efficient and Payroll Labor OPM Ch. 5
coordination scheduled and balanced job Hours Summary
crews are utilized scheduling
efficiently ManagER
Schedule
Productivity/Labor
Hours
Manage Work- in - Daily Ensure staff is Crews are Updated WIP OPM Ch. 5
Progress (WIP) updated on daily informed of Board
Board schedules and current job status
job status
Job File Complete FNOL Daily Verify all Accurate and FNOL Completion ManagER On-
Management Documentation customers, complete Rate Line Training
Center of customer, COI,
TrainER “Intro
Influence (COI), job site, and 1-Hour Call-Back
to ScanER XL”
source, and loss source of loss Time Standard
data are entered SOA databases TrainER “Office
into SERVPRO and job files Speed-to-Contact Job Process”
Office Automation Report
OPM Ch.10
(SOA)
1
ROLES AND RESPONSIBILITIES - ADMINISTRATIVE ASSISTANT
TrainER “Water
Job Process”
Job File Daily Ensure Job Files Accurate and Job File Document TrainER “Intro
Documentation are accurate and complete job file Checklist to ScanER XL”
Management contain all documents
required and pre- Bulletins
existing Job data is 3110-F, 3145-D
documentation captured and
electronically National
transferred to COI Accounts
Guidelines
NAPA Status
Reporting
System
2
ROLES AND RESPONSIBILITIES - ADMINISTRATIVE ASSISTANT
Complete Job File On-going Ensure correct Customers/COIs Invoice Report OPM Ch.10,
Documentation invoices, kept up-to-date
complete job file # of Jobs-in- Bulletins
documentation, No mistakes on Progress vs. 3110-F, 3145-D
and customers invoices Invoices
receive all National
paperwork Jobs are billed Accounts
and filed correctly Guidelines
3
ROLES AND RESPONSIBILITIES - ADMINISTRATIVE ASSISTANT
Maintain compliant Daily Ensure job file No lost referrals Available Third- Select
Third-Party Program requirements of due to non- Party Program Accounts
status Third-Party compliant status reports Requirements
program(s) are for Third-Party
compliant and Business Review Systems
any issues are Visitation Report
communicated to Third-Party
Owner Annual Associate Program
Review (AAR) Guidelines
Maintain Franchise- Daily Ensure required Compliance with Business Review Franchise
specific compliance forms and all Franchise Visitation Report Disclosure
documentation documentation guidelines Document
are on file, NAPA Status (FDD)
current, and Reporting System
readily available Annual NAPA Bulletins
for review Compliance
Review Advertising
Resource
AAR Guide (ARG)
4
ROLES AND RESPONSIBILITIES - ADMINISTRATIVE ASSISTANT
Financial Bill customer for Daily Customers Timely invoicing Completed Work OPM Ch. 15
Administration services receive timely of customers Orders marked
Æ AC invoices for “Billed” EMM Ch.5
services
performed
Process customer Daily Payments applied Improved cash A/R Aging Report OPM Ch. 15
payments and to accounts flow
prepare deposits correctly and Invoice Report EMM Ch.5
Æ AC timely with Payments
accurate received equal Deposit Report ManagER
paperwork for deposit amount Manual
each deposit
5
ROLES AND RESPONSIBILITIES - ADMINISTRATIVE ASSISTANT
Perform daily On-going Accurate tracking Sound financial Accurate financial OPM Chs.
bookkeeping and reporting of data records 14,16
activities and business income
distribute financial and expenses EMM Chs 7,8
reports
Æ AC
Prepare Sales Tax Monthly Ensure accurate Compliance with Sales Tax Report OPM Ch.18
Report reporting of sales applicable state
Æ AC taxes collected laws
Manage Petty Cash Daily Maintain cash on- Cash on hand for Petty Cash OPM Chs.
Æ OM hand for small requests Report 14,16,18
necessities
Deposit Report EMM Ch.5
Manage Accounts On-going Review all Accounts Payable A/P Report OPM Ch. 14
Payable payables are kept current
Æ OM EMM Ch.5
Create checks for All referral and
approved subcontract fees
payables entered and paid
6
ROLES AND RESPONSIBILITIES - ADMINISTRATIVE ASSISTANT
Complete royalty Monthly Comply with Royalties Royalty Report OPM Chs.
reports for Owner Corporate calculated 14,16,17,18
review requirements correctly and filed
Æ AC timely
Office Maintain file system Daily Keep appropriate Organized file Filing completed OPM Ch. 4
Administration paperwork easily system according to File
accessible Plan Outline
Maintain company Daily Ensure meetings Compliant Outlook Calendar OPM Ch.18
calendar / schedule are calendared meeting Review
Æ OM and travel booked attendance
Manage outgoing Daily Ensure all Correspondence Mail Error Log OPM Ch. 4
and incoming mail, e- correspondence received by
mail, and faxes handled timely customers, COIs,
and accurately and Franchise
team members
Review and route On-going Ensure Bulletin Compliance with Bulletin Routing OPM Ch.18
Bulletins contents are all appropriate Log
communicated Bulletins
and tracked
7
ROLES AND RESPONSIBILITIES - ADMINISTRATIVE ASSISTANT
Technology Coordinate computer As needed Computers and Staff has All software SOA Web Portal
and software software function appropriate programs have
upgrades and with appropriate functional latest updates SOA Software
installation software hardware and Updates
Æ OM software EC Toolkit
Perform computer Daily Secure data for Useable and File backup OPM
back-ups and tests of recovery of files complete backups audits Chs. 3,14,18
back-ups. for data loss
Æ Testing shifts to recovery
OM
8
ROLES AND RESPONSIBILITIES - ADMINISTRATIVE ASSISTANT
Provide C.E. seminar Bi-weekly Ensure supplies Mutually- CE Support EMM Ch. 1
support and other needed beneficial Checklist
Æ OM items are relationships with CE Chs.
prepared COIs 3,7,9,10
Organize and send Monthly Marketing of All marketing Marketing Mail- OPM Ch.18
Theme Marketing Franchise mailings sent on- out Log
and other mailings time
9
ROLES AND RESPONSIBILITIES - PRODUCTION CREW CHIEF
Comply with safety Daily Avoid injury and Injuries are # of Workers’ Safety Manual
practices comply with safety avoided and safety Comp claims
regulations regulations are Respirator
followed Illness and Injury Protection
Prevention Report Program
Personnel
Manual
Executive
Management
Manual Chs. 1,
2
Coach and train On-going Ensure technicians Technicians have Training Production
Production are properly necessary job Checklists Training System
Technicians trained skills Manual
Certifications
TrainER
Certificates of e-Learnings
Satisfaction
Your Local
Training
ECTP Manuals
Job file Daily Ensure job quality Timely billing and A/R report Production
documentation and complete collecting Training System
documentation Average job Manual
completion to
billing period Office
Procedures
Manual Ch. 10
Bulletins:
#3110F and
#3106D
Job Site Leave job site with Daily Shows respect for Satisfied Complaint N/A
Appearance a clean, orderly customer’s home customers Resolution Log
appearance and property
Certificates of
Satisfaction
Communicate with Daily Keep Production Jobs are Contact/Job Diary N/A
Production Manager informed completed on time
Manager/Estimator of job progress and all issues are
and issues resolved quickly
Maintenance Perform preventive On-going Maintain vehicles Equipment and Equipment and Equipment
and Equipment maintenance on and equipment in vehicles are Vehicle Training and
Repair vehicles and excellent operational for Maintenance Reference
equipment and operational jobs Checklist Guide
report on all condition
nonoperational Equipment and Equipment
equipment vehicles maintain Operating
professional Manuals
appearance and
lasts longer Convention
Product
Updates
Expense Expense Control On-going Control production Production costs Production labor Executive
Control, Asset expenses are maintained at rate Management
Management, established rate Manual Chs. 7,
and WIP 8
Accountability
Production
Job Compliance
Worksheet
Asset Management On-going Protect and utilize Franchise property Return on Asset Equipment
equipment and is utilized Training and
materials efficiently and Reference
effectively Guide
Equipment
Operating
Manuals
Convention
Product
Updates
Monthly Key
Measurements
Mtg.
GM Management
Dashboard
08/08 1
ROLES AND RESPONSIBILITIES - GENERAL MANAGER
ROLE RESPONSIBILITY RECURRENCE REASON RESULT KEY RESOURCE/
MEASUREMENT SUPPORT
Recurring Tasks On-going Ensure Effective and timely Divisional N/A
repetitive of recurring task Recurring Task
divisional tasks and performance Lists by position
get items.
accomplished
Price list analysis Quarterly Ensure and Maintain and Updated Price N/A
management. validate profit improve List
margin. profitability.
Profit and Loss
Statement
Develop annual Monthly Achieve budget Each division Annual Budget Executive
company budget; by exceeding achieves projected Management
monthly revenue revenue targets profitability to the Monthly Financial Manual
expense and meeting company Analysis
accountability. expense targets
GM
Dashboard/FMS
Dashboard
Quality Team Implement Stages On-going Achieve “A” Fulfillment of the Franchise Personnel Manual
Development Divisional quality Stages Organizational
Organization personnel in all Organization Chart
positions.
08/08 2
ROLES AND RESPONSIBILITIES - GENERAL MANAGER
ROLE RESPONSIBILITY RECURRENCE REASON RESULT KEY RESOURCE/
MEASUREMENT SUPPORT
Recruiting & Hiring As needed Identify and hire “A” quality Franchise Personnel Manual
“A” quality employees Organizational
employees Chart
Skill Assessment
Report
Training & Ongoing Motivate staff to Professional growth Skill assessment Personnel Manual
Development develop & grow of team score trend
as professionals Roles and
Improve Personal Responsibilities
performance in Improvement
roles and Plans Annually
responsibilities
Leadership & Ongoing Develop a team Quality Employee Achieve Long- Executive
Teambuilding of quality people Retention, clarity of term Goals and Management
who focus on purpose, & Initiatives Manual
Excellent achievement of
Service, results
Fairness, and
Mutual Respect
HR and Ongoing & Ensure HR and Completed HR & HR Updated Personnel Manual
Compliance Annual Audit compliance Compliance Checklist
Documentation documentation Documents
is accurate &
up-to-date
08/08 3
ROLES AND RESPONSIBILITIES - GENERAL MANAGER
ROLE RESPONSIBILITY RECURRENCE REASON RESULT KEY RESOURCE/
MEASUREMENT SUPPORT
Communication Manager’s Meeting Weekly, Ensure effective Prioritized Meeting Minutes N/A
Management Monthly, intra company completion of
Quarterly communications goals:
with division. Office
Production
Marketing
Effectively and
timely execution of
recurring tasks.
Communicate with On-going Share with Owner is informed Report Execution N/A
the Owner Owner priorities, about all franchise & Plan
challenges and business Adjustments
opportunities. Quarterly
Owner participates
in business
planning
08/08 4
ROLES AND RESPONSIBILITIES - MARKETING MANAGER
ManagER®
e-Learnings
Meet or exceed Daily/Weekly Ensure proper Execute contacts, Management SMSP Self-
assigned activity selling closing Dashboard Study Program
goals. activities are appointments,
being contact list and Sales
completed event objectives Handbook and
Review
Questions
ManagER®
e-Learnings
Train and develop On-going Ensure Competent and Revenue report by SMSP Self-
Sales and fundamental professional Rep Study Program
Marketing staff knowledge of Sales and (Step 7)
sales, Marketing staff HR Development
production, Report Sales
and office Handbook
procedures and Review
Questions
ManagER®
e-Learnings
Job
Description
Skill
Assessment
Pers. Manual
ManagER®
e-Learnings
Your Local
Sales Training
Monitor and coach On-going Ensure Diversification of Revenue by SMR SMSP Self-
marketing activities marketing client base report Study Program
activities are (Step 7)
being Source of sales
accomplished report Sales
Handbook and
Review
Questions
ManagER®
e-Learnings
Your Local
Sales Training
ManagER®
e-Learnings
Evaluate Sales and On-going Provide Improve Skills Assessment SMSP Self-
Marketing staff performance performance Study Program
performance feedback results Annual
Performance Sales
Review Handbook and
Review
Questions
ManagER®
e-Learnings
Goal
Documentation
Worksheet
ManagER®
e-Learnings
Goal
Documentation
Worksheet
Identify revenue, Annual Identify annual Established goals Revenue SMSP Self-
collection and objectives for revenue collection and Study Program
activity goals collections and activity goals input
activities Sales
Handbook and
Review
Questions
ManagER®
e-Learnings
ManagER®
e-Learnings
Assign activities to Annual Execute the Completed Quarterly goal SMSP Self-
staff initiatives initiative within completion Study Program
budget
Sales
Handbook and
Review
Questions
ManagER®
e-Learnings
ManagER®
e-Learnings
Sales and Objective-to- On-going Build customer Educate the Sales and Weekly SMSP Self-Study
Marketing objective daily relationships customer of the Activity Report Program
Activity marketing contacts and rapport reasons
SERVPRO is Daily Contact Sales Handbook
the best Summary Report and Review
cleaning and Questions
restoration Weekly Contact
company Summary Report ManagER®
e-Learning Lessons
CE Manual
CE Manual
Sub region
Advertising Events
Lunch-and Learn
PPT’s
CE Manual
ManagER® WBT
Customer Assist Center of On-going Create Satisfy Center Certificates of Production Training
Service Influence with issue customer of Influence Satisfaction System Manual
resolution satisfaction concerns
TrainER
e-Learning Lessons
Professional Develop sales skills On-going Improve Increased sales Revenue by SMR SMSP Self-Study
Development professional revenue and Program
sales ability closing Business Resume
appointments Sales Handbook
HR Development and Review
Report Questions
ManagER®
e-Learning Lessons
CE Manual
Understand On-going To understand Anticipate Business Resume SMSP Self-Study
SERVPRO the competitive customer Program
Enterprise advantages of needs and
resources and using market Sales Handbook
industry knowledge SERVPRO changes and Review
Questions
ManagER®
e-Learning Lessons
Production Manuals
Verify Job Daily Ensure COIs receive NAPA compliance OPM Chs.6,18
Communication documentation confirmation of
is relayed to customer’s Insurance Company
Centers of satisfaction / Third-Party
Influence (COI) Administrator
Accurate tracking Guidelines
Verify customer of customer Compliance
satisfaction was satisfaction and
traced beyond job performance
Certificate of
Satisfaction
(COS)
Manage Manage National Daily Ensure all NAPA Green light NAPA Status Bulletins
Compliance Accounts Program required file status Reporting System 3110-F, 3145-
Documentation Agreement (NAPA) uploads and job D
status file audits are Business Review
monitoring compliant and Visitation Report National
communicate Accounts
Annual NAPA Guidelines
other NAPA Compliance
compliance Review
issues to Owner
1
ROLES AND RESPONSIBILITIES - OFFICE MANAGER
Update Business As needed Ensure Business Resume “Last Updated” field ServproNET
Resume (Minimum of information is which accurately on Business Business
AAÅ annually) current and reflects Franchise Resume Resume
accurately capabilities
reflects
Franchise
capabilities
2
ROLES AND RESPONSIBILITIES - OFFICE MANAGER
Office Develop and execute Annually Plan Efficient and Plan documented OPM Chs. 1-3
Administration annual Office improvements effective office
Planning Administration plan and expand administration and Initiative Goal and
automation of support Key Measurement
office tasks report
Office Staff Ensure required Weekly Ensure required All supplies and Weekly Meeting OPM Ch.1
Management tasks are completed tasks are paperwork is Checklist
for weekly staff completed for prepared in
meetings weekly staff advance of weekly
meetings staff meeting
Recruit and hire As needed Perform Build and develop Turnover rate OPM Ch1
office staff administrative an effective office
and accounting staff Personnel Personnel
tasks evaluations Manual
Chs, 1-4, 10
Office Admin-
Computer
Skills
Evaluation
3
ROLES AND RESPONSIBILITIES - OFFICE MANAGER
Train office staff on On-going Customer, Effective office Training Checklists Manuals
job file management program, and staff that is able to
and software COI service meet service level NAPA Compliance Training
levels are met agreements Videos
TrainER
e-Learnings
Bulletins
National
Accounts
Guidelines
OPM Ch.13
Train and monitor As needed Office staff is Reports are timely Recurring task list OPM Chs.13,
staff on capable of and accurate 14, 18
administrative and producing and
accounting reports distributing EMM Ch.5
accurate
reports
4
ROLES AND RESPONSIBILITIES - OFFICE MANAGER
Ensure all office staff Weekly Provide tracking Measurable Weekly Report OPM Ch.1
weekly reports turned of weekly tasks tracking of weekly
in on-time to evaluate and goals and performance and Office Staff Weekly OPM Chs.
weekly performance timely improved Report Review 1,18
performance performance Personnel
feedback Manual Chs.
5,7,8, 10
Maintain company Daily Ensure all Compliant meeting Outlook Calendar OPM Ch. 18
Calendar / Schedule meetings are attendance Review
calendared and
AAÅ travel plans
made
Audit phone log to Daily Ensure COIs Well-informed Phone Call Log OPM Ch. 6
see if all messages and customers COIs and
received follow-up receive timely customers
responses
5
ROLES AND RESPONSIBILITIES - OFFICE MANAGER
Financial Manage Invoicing Daily Customers Timely invoicing of Completed Work OPM Ch. 15
Administration receive timely customers Orders marked
Management invoices for “Billed” EMM Ch.5
services
Oversee Accounts On-going Improve cash Accounts A/R Aging Report OPM Chs.
Receivable flow Receivable (A/R) 14,15
Collection are kept current Average Collection
Period calculation EMM Ch.5
FFA analysis
Manage Accounts On-going Improve cash Accounts A/R Aging Report OPM Chs.
Receivable flow Receivable are 14,15
AAÅ Æ AC kept current Average Collection
Period calculation EMM Ch.5
FFA analysis
Reconcile Invoice Monthly Ensure Royalties paid Royalty Report OPM Ch.
Log, Cash Receipts Royalties are timely and
records and Royalty calculated and accurately Invoice Log
Reports paid timely
Deposit Report
6
ROLES AND RESPONSIBILITIES - OFFICE MANAGER
Financial Manage Accounts On-going Review all Accounts Payable A/P Report OPM Ch. 14
Administration Payable (A/P) payables are kept current
Management AAÅ Æ AC EMM Ch.5
(cont.) Create checks All referral and
for approved subcontract fees
payables logged and paid
Manage, audit Daily Ensure Deposits match up Invoice Report OPM Chs.
deposit paperwork, accuracy of with accounts 14,16,18
and perform bank deposits receivable. Deposit Report
deposits EMM Ch.5
Manage Petty Cash Daily Maintain cash Proper Petty Cash Report OPM Chs.
AAÅ Æ AC on-hand for documentation 14,16,18
small and accounting for Deposit Report
necessities cash purchases EMM Ch.5
Manage payroll tasks Weekly Ensure Wages and Paychecks OPM Ch.17
Franchise has commissions are delivered on-time
accurate and paid accurately Personnel
timely and timely Check Error Log Manual Ch.7
documents
7
ROLES AND RESPONSIBILITIES - OFFICE MANAGER
Financial Develop and manage On-going Control Operate within Budget OPM Chs 1,2,
Administration office administration expenses approved budget documented 11
Management budget
(cont.) Budget vs. Actual
Report
8
ROLES AND RESPONSIBILITIES - OFFICE MANAGER
Technology Coordinate computer As needed Computers and Staff has All software SOA Web
and software software appropriate programs have Portal
upgrades and function with functional latest updates
installation appropriate hardware and SOA Software
AAÅ software software Updates
EC Toolkit
Technology Perform tests of Weekly Secure data for Useable and File backup audits OPM 3,14,18
(cont.) computer back-ups recovery of files complete backups
AAÅ for data loss
recovery
Inventory Manage records for As needed Track and Accurate fixed Franchise Fixed OPM Ch.11
all Franchise fixed manage fixed asset identification Asset Report
assets asset inventory and inventory Equipment
AAÅ records Inventory List
for Renewals
9
ROLES AND RESPONSIBILITIES - OFFICE MANAGER
Maintain proper on- Monthly Ensure No lost time due to Inventory Reports OPM Chs. 2,
hand inventory of professional inadequate 11
professional cleaning cleaning products or
products, operating products, supplies
supplies, and office operating
supplies supplies, and
AAÅ office supplies
are on-hand
Marketing Perform Public Bi-weekly Support Positive PR Checklist EMM Chs. 1,3
Support Relations activities Franchise goals community
AAÅ through perception of
community Franchise
involvement
Provide C.E. seminar Bi-weekly Ensure supplies Mutually-beneficial CE Support EMM Ch. 1
support and other relationships with Checklist
AAÅ needed items COIs CE Chs.
are prepared 3,7,9,10
10
ROLES AND RESPONSIBILITIES – OPERATIONS MANAGER
ROLE RESPONSIBILITY RECURRENCE REASON RESULT KEY RESOURCE/
MEASUREMENT SUPPORT
Manage Oversee job Daily Assure Effective Job Costing WIP Board
Production scheduling effective job allocation of
Operations scheduling staff, vehicles Labor Cost EZ Production
and equipment Guidelines
Production Training
System
ECTP
Executive
Management Manual
Chs. 1, 2, 8
Personnel Manual
Chs. 4, 9
Office Procedures
Manual Ch. 5
Approve job Daily Assure Improved profit Job Costing Estimating Manual
estimates accuracy of margin
job estimates Labor Cost ManagER
Job Monitor
9/09 1
ROLES AND RESPONSIBILITIES – OPERATIONS MANAGER
ROLE RESPONSIBILITY RECURRENCE REASON RESULT KEY RESOURCE/
MEASUREMENT SUPPORT
Oversee Daily Assure Achieve defined Divisional Key WIP Board
completion of work compliance results in Measurements
orders with job Production Reports Office Procedures
standards Division Manual Chs. 9, 10
Approve job files Daily Assure Achieve defined Divisional Key Office Procedures
compliance results in Measurements Manual Ch. 10
with job Production Reports
standards Division
Job Costing
Labor Cost
Manage Assist in recruiting As needed Keep Quality staff is Turnover rate Personnel Manual
Production Staff production production maintained Chs. 3, 8, 9
personnel fully staffed A,B,C Grading
Personnel Manual
Attachment 1, Job
Descriptions, Roles &
Responsibilities
9/09 2
ROLES AND RESPONSIBILITIES – OPERATIONS MANAGER
ROLE RESPONSIBILITY RECURRENCE REASON RESULT KEY RESOURCE/
MEASUREMENT SUPPORT
Train production On-going Ensure Competent, Training Checklists Production Training
personnel including fundamental professional System
Safety and OSHA ability to follow production staff Certifications
requirements production All Production
procedures Certificate of Manuals
Satisfactions
Respiratory
Protection Plan
ECTP
EZ Production
Guidelines
Personnel Manual
Chs. 4, 7, 9 -12
Safety Manual
OSHA 1910
9/09 3
ROLES AND RESPONSIBILITIES – OPERATIONS MANAGER
ROLE RESPONSIBILITY RECURRENCE REASON RESULT KEY RESOURCE/
MEASUREMENT SUPPORT
Manage production On-going Maintain Production Compliance with the Personnel Manual
personnel production personnel Employee Chs. 7, 8
personnel compliance Handbook
compliance Executive
with company Management Manual
policy Chs. 1, 2, 3, 8
Office Procedures
Manual Ch. 17
Manage Large Final sign-off on Ongoing Assure Achieve defined Divisional Key Executive
Losses estimates and job compliance results in Measurements Management Manual
files with job Production Reports Ch. 3
standards Division
Estimating Manual
Office Procedures
Ch. 10
Coordination of As-needed Provide quick Large losses are Jobs started on time WIP Board
resources response to handled
loss site professionally Office Procedures
and profitably Manual Ch. 5
Executive
Management Manual
Ch. 3, 8
9/09 4
ROLES AND RESPONSIBILITIES – OPERATIONS MANAGER
ROLE RESPONSIBILITY RECURRENCE REASON RESULT KEY RESOURCE/
MEASUREMENT SUPPORT
Manage Work-in- On-going Coordinate Crews work Average job WIP Board
Progress of large performance efficiently and completion to billing
loss jobs of the crews good period Office Procedures
and communication Manual Chs. 5, 10
communicate is maintained
with office EZ Production
staff Guidelines
Executive
Management Manual
Chs. 1-3,8
Personnel Manual
Ch.8
Daily Meetings w/
Production
Manager(s)
Client Job documentation Daily Documentatio Accurate and NAPA compliance Office Procedures
Satisfaction n of work complete job Manual Ch. 10
files Insurance
Guidelines Executive
Compliance Management Manual
Ch. 3
Production Training
System
9/09 5
ROLES AND RESPONSIBILITIES – OPERATIONS MANAGER
ROLE RESPONSIBILITY RECURRENCE REASON RESULT KEY RESOURCE/
MEASUREMENT SUPPORT
ECTP
Certificates of
Satisfaction
Office Procedures
Manual Ch. 5
Personnel Manual
Ch. 8
9/09 6
ROLES AND RESPONSIBILITIES – OPERATIONS MANAGER
ROLE RESPONSIBILITY RECURRENCE REASON RESULT KEY RESOURCE/
MEASUREMENT SUPPORT
Communicate with On-going Inform Owner/General Report Execution & As required and
the Owner/General Owner/Gener Manager is Plan Adjustments directed by owner or
Manager al Manager informed about Quarterly General Manager
and receive all production
feedback on
business Owner/General
plans Manager
participates in
production
planning
Manage vehicle, Review vehicle On-going Keep facility in Vehicles are Vehicle maintenance Equipment Training &
equipment, and maintenance working order well-maintained checklist Reference Guide
facilities schedule and and meets NAPA
maintenance checklist guidelines NAPA compliance Equipment
Operations Manuals
Convention Product
Updates
Safety Manual
Review equipment On-going Keep facility in Equipment is Equipment Equipment Training &
maintenance working order well-maintained maintenance Reference Guide
schedule and checklist
checklist Equipment
Operations Manuals
Convention Product
9/09 7
ROLES AND RESPONSIBILITIES – OPERATIONS MANAGER
ROLE RESPONSIBILITY RECURRENCE REASON RESULT KEY RESOURCE/
MEASUREMENT SUPPORT
Updates
Safety Manual
Review facility On-going Keep facility in Facility is well- Facility maintenance Equipment Training &
maintenance working order maintained checklist Reference Guide
schedule and
checklist Equipment
Operations Manuals
Convention Product
Updates
Safety Manual
Inventory Maintain effective Daily Reduce waste Lower Operating Percent of The Clean Book
Management purchase/ costs Professional
requisition system Ensure Cleaning Products Office Procedures
for products and products are purchased to Manual Ch. 11
supplies on hand to Revenues
complete jobs
All products and Monthly Supplies and Jobs performed Inventory checklist Officer Procedures
supplies are products are timely Manual Ch. 11
inventoried available
Executive
Management Manual
Ch. 8
9/09 8
ROLES AND RESPONSIBILITIES - PRODUCTION TECHNICIAN
Follow all safety Daily Avoid injury Safe work # of Workers’ Safety Manual
practices and comply environment Comp claims
with safety Respirator
regulations Safety Illness and Injury Protection
regulations are Prevention Report Program
followed
Accident Report MSDSs
HR Manual
ECTP Manuals
Maintenance Maintain a clean and On-going Positive Clean, Equipment Equipment Training
and organized vehicle and brand image organized, and Checklist and Reference
Equipment equipment fully stocked Guide
Repair appearance vehicle
Equipment
Operating Manuals
Convention Product
Updates
Scheduling Daily Ensure jobs are Efficient Average job Office Procedures
completed timely production completion time Manual Ch. 5
Project Review job scope, On-going Prepare crews Crews are Production labor Estimating Manual
Management job estimate, and with knowledge efficient in rate
job brief and equipment for production Production
preparation with a job Manuals
production staff
Executive
Management
Manual Ch. 4
Production
Training System
Manual
Ensure On-going Avoid injury and Safe work # of Workers’ Safety Manual
compliance with comply with safety environment and Comp claims
safety practices regulations compliance with Your Local
regulations Illness and InjuryTraining (Safety)
Prevention Report Respirator
Protection Prgm.
Accident Report
Personnel Manual
Your Local
Training
ECTP Manuals
Job documentation Daily Documentation of Accurate and NAPA compliance Office Procedures
work complete job Manual Ch. 10
files Insurance
Guidelines Bulletins: 3110F,
Compliance 3106D,
Manage Recruit production As needed Keep production Quality staff is Turnover rate N/A
Production personnel fully staffed maintained
Staff A,B,C Grading
Financial and Job cost analysis On-going Measure job Measure Job Cost Report Executive
Asset profitability profitability of Management
Management including each job Manual Chs. 7, 8
subcontracting
Manage operating On-going Control operating Operating supply Operating Costs Shelf life of
supplies supplies expenses costs are Cleaning Products
maintained at
established rate Chemical Cross
Reference
Expense Control On-going Control production Production costs Production labor Executive
expenses are maintained rate Management
at established Manual Chs. 7, 8
rate WIP
N/A
Production
Expense
Variance Report
Job Compliance
Worksheet
Franchise assets
are not lost
Convention
Product Updates