Topics

3 Stages Of Business
Organisation Chart - Positions
P - Process
P - Person
T - Tasklist
S - Skill Map
T - Training System
D - Daily Checklist
D - Daily Data
M - Monitoring & Performance
Businses Growth Plan
 Owner Involvement [ Yes /
Position Name
No ]
Manager Marketing
Doer Marketing
Manager Sales
Doer Sales
Doer Sales
Doer Sales
Doer Sales
Doer Sales
Manager Purchase
Doer Purchase
Manager Stock
Doer Stock
Manager Delivery
Doer Prodcution Planning
Doer - BOM
Doer - Prodcution
Doer - Quality
Doer - Packagining
Doer - Dispatch
Doer - Maintenance
Manager Custmer Support
Doer Customer Support
Manager Finance
Doer - Accounts
Doer - Credit Collection
Doer - Bank
Doer - Gov Compliances
Doer - CA Management
Manager HR
Doer Recruitment
Doer Training
Doer Performance
Doer Attendance
Manager Admin
Doer Admin
Manager Business Analytics
Doer Business Analytics
 Position Process Who Name
Manager - Marketing & Sales N/a
Doer -Kakoli Baruah/ Generate Leads
Store Leads
Qualify Leads
Contact Lead
Understand Requirement
Present Solution
Manage Objections
Negotiate Price
Close Sales
Follow Up
Nurture Leads
Manager - Finance
Doer - Finance Manage Accounts Payable
Manage Accounts Receivable
Manage Credit
Manage Goverment Compliances
Manage Expense
Manage Payroll Salary
Create Finance Reports
Manager - HR
Doer - HR Manage Recruitment / Hiring
Manage Employee Onboarding
Manage Employee Training
Manage Employee Performance
Manage Employee Grievience
Engage Employees
Manage Employee Compensation
Manager - Admin
Doer - Admin Manage Maintenance
Manage Cleanliness
Manage Security
Manager - Purchase
Doer - Purchase Identify Material Shortage
Create New Vendors
Manage Vendors
Manage Vendor Rating
Manage Purchase Orders
Manage Vendor Payments
Manage Vendor Relations
Manager - Stock
Doer - Stock Management Receive Order
 Verify Order
Update System
Store Order
Perform Inventory Audit
Manage Obsolete Item
Manage Theft
Manager Delivery
Doer - Delivery Receive Order E - Sales Sumit
Check Credit E- AccountsSunil
Check Stock Sunil
Plan For Prod
Purchase Material
Check Quality
Pack Material
Arrange Logistics
Prepare Bill Documentation
Dispatch
Manager - Customer Support
Doer - Customer Support Receiving and Recording Complaints
Investigating Complaints
Maintaining Complaint Records
Monitoring Complaint Trends
Owner Involvement
Rating / 10
[ Yes / No ]
2/10
9/10
2/10
3/10
9/10
 Position Manage Accounts
Process
Finance Payable

Manage Accounts
Receivable

Manage Credit

Manage Goverment
Compliances
Manage Expense

Manage Payroll

Create Finance Reports

 Task List
Receive invoices from vendors or suppplier & Internal Teams
Review invoices for accuracy and completeness
Verify that the goods or services were received and are satisfactory
Enter invoice details into the accounting system
Allocate expenses to the correct expense account
Ensure that the accounts payable ledger is up-to-date
Track the due dates for invoices
Prioritize payments based on due date and importance
Create and processing payments through the accounting system
Record payment details such as check number and date
Obtain approvals for payments from appropriate personnel
Reconcile accounts payable balances with vendor statements
Investigate and resolve discrepancies
Record
Stay adjustments
up-to-date and reconcile
on regulatory entries
requirements related to accounts
payable
Generate Invoices
Record Payments
Addressing any issues or disputes with customers regarding
payment
Reconciling accounts receivable balances with customer statements
Perform Bank
Establish creditReconciliations
terms, credit limits, and payment schedules for
customers
Evaluate the creditworthiness of potential customers
Analyze
Make credit history,
decisions financialtostatements
about whether approve or deny credit for a
customer
Monitor the credit status and payment behavior of existing
customers
Analyze payment trends and identifying customers who may be at
risk of defaulting on payments
Manage default accounts
Develop and follow up on payment plans with default customers
Communicate with customers to resolve payment disputes and
negotiate payment terms

Maintaining accurate and up-to-date records of credit transactions

Dispute erroneous credit reports on behalf of the business
Prepare reports on credit management performance for
management

File GST Returns

Files TDS Returns
File Income Tax Returns
File TDS
Manage EPF
Manage ESI
Collect expenses details from internal team member
Create expense records in the system
Collect attendance records
Calculate salary
Create Daily Sales Report
Create Monhtly Sales Reprt
Create Cost Reports
Position Process Task List Rating / 10
Receive invoices from vendors or
Finance Manage AccountReview
Verify invoices
that for accuracy and
suppplier &the goods
Internal or services
Teams
completeness
were received and are
satisfactory
Enter invoice details into the
accounting
Allocate systemto the correct
expenses
expensethat
Ensure account
the accounts payable
ledger is up-to-date
Track the payments
Prioritize due dates based
for invoices
on due
date and
Create andimportance
processing payments
through the
Record payment accounting
details system
such as
check number and date
Obtain approvals for payments
from appropriate
Reconcile accounts personnel
payable
balances with vendor
Investigate and resolve statements
discrepancies
Record adjustments
Stay up-to-date and
on regulatory
reconcile entries
requirements related to accounts
payable
Manage AccountGenerate Invoices
Record Payments
Addressing any issues or disputes
with customers
Reconciling regarding
accounts payment
receivable
balances with
Establish creditcustomer statements
terms, credit limits,
Perform
and Bank schedules
payment Reconciliations
for
Manage Credit customers
Evaluate the creditworthiness of
potential
Analyze
Make customers
credit
decisions history, financialto
about whether
statements
approve
Monitor or deny
the creditcredit
status forand
a
customer
paymentpayment
Analyze behaviortrends
of existing
and
customers
identifying customers who may be at
risk of defaulting on payments
Manage default accounts
Develop and follow up on payment
plans with default customers
Communicate with customers to
resolve payment disputes and
negotiate payment terms
Maintaining accurate and up-to-date
records of credit transactions
Dispute erroneous credit reports on
behalf of the business
Prepare reports on credit
management performance for
management
Manage GovermFile GST Returns
Files TDS Returns
File Income Tax Returns
 File TDS
Manage EPF
Manage ESI
Collect expenses details from
Manage Expensinternal team member
Create expense records in the
system
Manage Payroll Collect attendance records
Calculate salary
Create Finance Create Daily Sales Report
Create Monhtly Sales Reprt
Create Cost Reports
ating / 10
Position Process Task List
Receive invoices from vendors or suppplier &
Finance Manage Accou
Internal Teams
Reviewthat
Verify invoices for accuracy
the goods and were
or services completeness
received
and are
Enter satisfactory
invoice details into the accounting
system
Allocate expenses to the correct expense
account
Ensure that the accounts payable ledger is up-
to-date
Track thepayments
Prioritize due datesbasedfor invoices
on due date and
importance
Create and processing payments through the
accounting
Record paymentsystem details such as check number
and date
Obtain approvals for payments from
appropriate personnel
Reconcile accounts payable balances with
vendor statements
Investigate and resolve discrepancies
Record
Stay adjustments
up-to-date and reconcile
on regulatory entries
requirements
related to accounts payable
Manage Accou
Generate Invoices
Record Incoming
Addressing Payments
any issues or disputes with
customers regarding
Reconciling accounts payment
receivable balances with
customer statements
Perform Bank
Establish creditReconciliations
terms, credit limits, and
Manage CrediEvaluate
payment theschedules for customers
creditworthiness of potential
customers
Analyze
Make credit history,
decisions financialtostatements
about whether approve or
deny credit
Monitor the
Analyze for a customer
credit trends
payment status and
and identifying
payment
behavior of existing customers
customers who may be at risk of defaulting on
payments
Manage default accounts
Develop and follow up on payment plans with
default customers
Communicate with customers to resolve
payment disputes and negotiate payment
terms
Maintaining accurate and up-to-date records of
credit transactions
Dispute erroneous credit reports on behalf of
the business
Prepare reports on credit management
performance for management
Manage GoveFile GST Returns
Files TDS Returns
File Income Tax Returns
File TDS
 Manage EPF
Manage ESI
Collect expenses details from internal team
Manage Expemember
Create expense records in the system
Manage PayroCollect attendance records
Calculate salary
Create FinanCreate Daily Sales Report
Create Monhtly Sales Reprt
Create Cost Reports
Training Required Training Recording
 Daily Checklist
Create All Incoming Payments Entry In The System For The Day
Create All Purchase Enteries In The System For The Day
Perform Bank Reconciliation
Create Customer Invoices
Perform Compliance Related Work
Calculate All Expenses for the day
Send Finance Report For The Day
 Purchase Perform Bank Create
Payments Entry
Date Enteries In The Reconciliation Customer
In The System
System For [1] Invoices [ 1 ]
 Calculate All
Compliance Send Finance Report Total marks Total Marks
Expenses for
Related Work For The Day [ 2 ] In A Day Gained
the day [ 1 ]
Day
Performance
 Business Plan Levers Action No Action Description
1
Increase Quality Leads 2
3
1
Increase Sales Conversion 2
3
1
Increase Average Sales Per Custom 2
3
1
Increase Repeat Sales 2
3
1
Increase Referral Sales 2
3
Easy [ E ] / Difficult [ D ] Priority
Marketing Channels My Customer PresentTotal Potential Customer Size [ H / L
Digital
Google
Facebook
Indiamart
Just Dial
Instagram
Twitter
Linkedn
Online Portals
Whatsapp
SMS
Telecalls
Youtube
Tiktok
Google My Business
E-Mail Marketing
Blog
Article
Webinar
Traditional
Print Media
Newspaper
Magazines
Newsletter
Trader Diaries
Telephone Directory
Catalogue
Brochure
Flyer
Broadcast
Television
Radio
Event Promotions
Trader Shows
Fairs
Exhibition
Contests
Premium Novelties
BNI
SME Management Association
Cross Promotion
Publicity / Public Relations
Press Release
Featured Articles
Speeches
Seminars
Community / Charitable
Ecents
Charitable Dontation
Sponsorhip Endorsement
CSR
Display Outdoor
Billboards
Placards
Posters
Vehicle Signage
Vechicle Advertising
Banners
Standies
Hoardings
Glow Sign Boards
Canopy
Space On Hire
Railways & Airport AD
Display Outdoor
Word Of Mouth
Referral Programs
Testimonials
Influencer Marketing
Direct Response
Direct Mail
Telemarketing
Ease Of Targeting [ E / D Cost