Page 9 - June 2017 Board Retreat BOOK COMBINED NEW
P. 9

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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