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Ork Plan May 2013 - (Insert Name of Your Department/position)

This work plan outlines goals and tasks for organizing department expenses and staying within budget. The main goal is to reconcile receipts and expenses monthly by creating a binder with tabs for each staff member and developing a spreadsheet to track budget categories. Collaboration from staff is needed to submit expense reports by the third Tuesday of each month. Potential obstacles include staff not submitting reports on time, which the solution is to set electronic reminders for staff. Progress will be evaluated after implementing the new expense tracking system through June.

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Hanisevae Visanti
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130 views2 pages

Ork Plan May 2013 - (Insert Name of Your Department/position)

This work plan outlines goals and tasks for organizing department expenses and staying within budget. The main goal is to reconcile receipts and expenses monthly by creating a binder with tabs for each staff member and developing a spreadsheet to track budget categories. Collaboration from staff is needed to submit expense reports by the third Tuesday of each month. Potential obstacles include staff not submitting reports on time, which the solution is to set electronic reminders for staff. Progress will be evaluated after implementing the new expense tracking system through June.

Uploaded by

Hanisevae Visanti
Copyright
© Attribution Non-Commercial (BY-NC)
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOC, PDF, TXT or read online on Scribd
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Purpose : Rank # 1.

ork Plan May 2013 [insert name of your department/position]

Break down the goal setting process into smaller, more actionable steps.

WORK PLAN TEMPLATE EXAMPLE #1


Goal & Sub Tasks Collaboration Needs Each staff member gives me receipts and expense report using university and Smith School policy copies by the 3rd Tuesday of each month. Resource Needs Date Due or Frequency 4th Tuesday of each month. Complete binders by 6/3/11. Anticipated Obstacle Not receiving expense reports and receipts on time from staff members. Solution Progress Made

Goal To be more organized and help department stay on budget by reconciling receipts and expenses monthly and annually. Sub Tasks Create budget binder with tabs for each member of the department. Review expenses from last year to agree upon budget categories. Create a tab for each department member. Develop Excel spreadsheet with budget categories.

Binder, tabs, ruler, marker, Excel spreadsheet. Time during a department meeting to review the budget categories and process with the staff.

Set up electronic reminder on calendars for each staff member for the Thursday prior and on the due date.

[insert name of your department/position] Work Plan - Page 1 of 2

WORK PLAN TEMPLATE


Rank # 1. 2. 3. 4. 5. Goal & Sub Tasks Collaboration Needs Resource Needs Date Due or Frequency Anticipated Obstacle Solution Progress Made

Administration Services Work Plan - Page 2 of 2

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