Action Items

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Buy / Sell Corporate Mission Coaching Corporate Policies Management Structure Organization Development Return on Investment

Accounting Capital Budget Plan Commission Structure / Compensation Policy Contract Management / Negotiations Debt Management Employee Benefit Plans Financial Planning Financing Strategies Fixed Asset Management Internal Controls Managerial Staffing New Products/ Markets Personnel Counseling Personnel Policies Pricing Quality Control Safety Standards Sales Forecasting Strategic Plan Implementation Tax Planning Vision

Customer Relations Grievance Resolution Internal Communications Management Development Meetings Operating Reports Operations Analysis Performance Evaluations Procedure Modification Profit & Expense Control Report Generation Safety Programs Sales & Profit Attainment Security Programs Trade Relations/Suppliers Training & Extended Learning Training Programs Wage Analysis

Advertising Competition Analysis Customer Development Customer Relations / Service Market Analysis/Plan Sales Planning Sales Reports Sales Training

Bidding/Estimating Change Orders Cost Estimates Job Files Material Purchases Pricing/Quotes Materials Inventory Control Equipment Maintenance Fabrication Material handling Shipping & Receiving

Accounts Payable Accounts Receivable Benefits Cash Management Credit and Collection Employee Files Financial Statements Internal Audits Job Costing MIS Performance Evaluations Personnel Records Purchasing Record Keeping Weekly Financial Reports