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O'Connells OBM - Key Business Processes Template

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Information about O'Connells OBM - Key Business Processes Template

Published on July 18, 2013

Author: oconnellsobm

Source: slideshare.net

Description

A business is nothing more than a collection of processes. This template can act as a starting point to help you map out your business processes and their effectiveness.
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KEY BUSINESS PROCESSES - Example Model.igx CLIENT NAME KEY BUSINESS PROCESSES OUR BUSINESS: To provide.......... POSITION THE BUSINESS GAIN +ENGAGE NEW CLIENT PROVIDE SERVICE/S INVOICE + COLLECT New client interview Feeing Debt Collection EXTERNALCustomers DEVELOP CLIENT RELATIONSHIP Engagement process Publicise want of referrals Participate in relevant organisations Networking Activities Brand Awareness Branding / Image Lead Follow-up Leverage off relationships Client Meetings (Lunch) Valuable Newsletters WORK REQUEST Scoping Information gathering Quoting PEOPLE FINANCIAL RESOURCES PERFORMANCE MEASUREMENT + FEEDBACK DESIGN + PROCESS IMPROVEMENT CAPTURE + LEVERAGE KNOWLEDGE GOVERNANCE + PLANNING INFORMATION TECHNOLOGY Pricing / Fee Analysis HR Strategy HR policies Recruitment Selection Induction Compensation & benefits Learning & development Recognition & rewards Health & safety Payroll Values, Vision, Mission Premise & property Strategic Planning Capacity Planning Risk management Monthly Financials Budgeting A/C Receiveable + Payable Income Tax, GST, FBT Internal Financial controls Cashflow Planning Banking KPI Development KPI Monitoring KPI Reporting Performance Reviews Keeping systems on track Succession Planning Project Teams Practice Development Process Improvements Tools Accumlate Net Benefits vs Costs Celebrate results CAPEX + Opex Optimise structure for minimum "cycle" time Adherence to Regulatory Requirements Mentoring CoachingSocial Software Hardware Monitoring & Maintenance Security ESOP / ASOP INTERNALCustomers Perform quality work and give proactive advice Empowerment OBM Database Architecture Data Accuracy Client communication Email vs Post Records of Advice Data Recovery Standards / Templates Career Progression This downloadable template/information does not give business, accounting, taxation, investment or financial planning advice. It is intended to provide information in a summary form and is general in nature. The contents do not constitute business, accounting, taxation, investment or financial planning advice and should not be relied upon as such. Formal business, accounting, taxation, investment or financial planning advice should be sought in particular matters. O'Connells OBM Pty Ltd accepts no liability in respect of this information and any person acting solely on the information contained within does so entirely at their own risk.

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