Page 8 - June 2017 Board Retreat BOOK COMBINED NEW
P. 8

REGIONAL MANAGER



       CATEGORY                                                      ANDY                                                                                                           TIM
       OF RESPONSIBILITY




                          Monthly financial review/outcome                                                                     Financial reporting and management





                          Monitor project performance



                OPERATIONS  Monthly office meeting (communication and transparency)                                            Communicate PA and company goals and objectives







                                                                                                                               Face of firm in the region





                                                                                                                               Communicate each PA goal and company goals





                          Select marketing efforts and PIC for certain projects                                                Customer satisfaction, dispute resolution, problem solving





                                                                                                                               PIC/PM on projects with specific clients





                          Ensure quality standards                                                                             Marketing, business development, networking and firm promotion

                STAFFING  Office morale and culture                                                                            Contract authority-negotiations on contracts with clients








                                                                                                                               Pseudo practice leader role - seems to be a bit confusing with
                          Compliance to company policies
                                                                                                                               day to day decisions




                                                                                                                               Report to President/CEO






                                                                                                                                                                                                             BOARD RETREAT JUNE 2017
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