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