THE BUSH COMPANY
TASK ORDER SHEET Date Projected
Description Details Hours
STRATEGIC PLANNING
Review all Company Functions Financials, Management Plan, Organization/Marketing & Sales
Owner Vision Questionnaire Goals & Objectives /Status
Summary Strategic Plan Owners version/ Consultant version
Market Geography & demographic Ranking/Alliances
ACCOUNTING & FINANCIAL MANAGEMENT
Review Financial System Review Software Setup
Chart Of Accounts
Review Software Utilization
Recommend & Implement Changes
Accounting Training for Owner
Budgeting Monthly Budget FY2007
Variance Reporting/Analysis
Break Even Analysis Implement & Train
Product Groupings Cost Centers/ Profit Center
Gross Margins
Competitive price comparison Markets
Pricing Strategies Review
Overhead Calculation
Labor Burden Calculation
Profit & Competitive Pricing
Productivity Improvements
Cash Flow Analysis & Forecasting Design/Install
Prioritize Vendor Payments
Control Purchases
Maximize Cash Yield
Production & Inventory Management Production Control
Inventory Control
Employee Questionnaire Prepare and Circulate
Evaluate Responses
Interview Selected Employees
MANAGEMENT SERVICES
Work/Paper Flow Analysis Review
Streamline & Document Changes
Organization Structure Functional Review
Draft Functional Chart
Personnel Org Chart
Human Resource Techniques Delegation of Authority & Accountability
Decision Tree
Train Managers
Job Descriptions Prepare Samples
Train Managers
Performance Appraisal Prepare Process
Train Managers
Improvement Goals
Progressive Discipline Develop Procedure
Counseling Policy
Employment & Compensation Policy Review Existing Policy
Incentive Plan
Develop Technical Documents Revise Handbook
Hazard Analysis Critical Control Point (HACCP) Prerequisite Programs based on Fed. Gov. code Building structures & Utility systems
Outside Property & Water Quality (treatment and testing)
Air Quality (Testing)
HACCP Plan HACCP Plan
Safety Plan
MARKETING & SALES
Tactical Selling & Promotion Plan FY2007 First Year Promotion Plan
Set Selling Goals
Develop Procedure
Resource Management Establish
Review capabilities
Review Sales Compensation
Marketing SOP's Develop
Develop advertising & promotional materials Review Advertising & Promotional Materials
Record Advertising Success
Web-Site Review
Technical Product /Service Considerations Review
Comparative evaluations
Expand or contract
ON GOING CONSULTANCY MANAGEMENT
Consultancy Documentation & Administration Documentation
Meeting & presentations
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