Re: Ask of Site Level: Driving Visibility of Actual to Budget

From
Nicolas Lopez <nicolas.lopez@thekey.com>
To
Timothy Thomas <tt@thekey.com>
CC
Cheryl Cartwright <ccartwright@thekey.com>, FPA <fpa@thekey.com>
Date
Tue, 2 Apr 2024 15:19:31 -0500
Folder
INBOX
--00000000000008de62061522d597 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Cheryl, I'm looking at your user profile and you do have access to Toronto. I have attached Planful material to this email that could help you navigate the system. https://docs.google.com/presentation/d/1ubKnF-VU5lGCSjpYI6JbwqCFFEzYbE5AIri= XeDkKOBg/edit?usp=3Ddrive_link https://docs.google.com/presentation/d/1ehKstLt_6-A-KZfNffyH2NQjwwd41U5DlXq= CX0dUcg4/edit?usp=3Ddrive_link https://docs.google.com/presentation/d/1ku7AFf9a2ckHpWVPKTo7qzchkMqFmMp3vBU= Ig_GBT7M/edit?usp=3Ddrive_link Please let me know if you need any additional support. On Tue, Apr 2, 2024 at 9:26=E2=80=AFAM Timothy Thomas wrote= : > @FPA could you please assist Cheryl with her Planful > access for Toronto? > > Thank you > > On Tue, Apr 2, 2024 at 10:06=E2=80=AFAM Cheryl Cartwright > wrote: > >> Hi Tim, >> >> I still don't have access to Planful. I also don't have single sign on >> for Tableau so I am unable to log into that also. >> >> Additionally, we continue to be several hours apart as far as our workin= g >> spaces so progress will need to be shared through status rather than in = the >> office. >> >> Cheryl >> >> On Tue, Apr 2, 2024 at 10:42=E2=80=AFAM Timothy Thomas w= rote: >> >>> Good morning, >>> >>> Please see Chad's email below. >>> >>> Please refer to your Budgets in Planful to pull three key metrics that >>> should be posted in your offices / on your whiteboards, that the team c= an >>> use to track towards their goal. >>> >>> Client count / month >>> Billed hours / month (I would divide this into weeks) >>> Billed rate target. >>> >>> Cheryl as your office isn't ready yet, please share this with the team >>> on your daily status until such a time where we have this posted. >>> >>> Thank you! >>> >>> >>> ---------- Forwarded message --------- >>> From: Chad Everitt >>> Date: Mon, Apr 1, 2024 at 2:56=E2=80=AFPM >>> Subject: Ask of Site Level: Driving Visibility of Actual to Budget >>> To: Timothy Thomas , Kimberly Guerci , >>> Jennifer Piper , Beth Ann Rosario >> bethann.rosario@thekey.com>, Jaime Cittadino >>> >>> >>> Hi Team, >>> >>> Now that all General Managers have access to Planful, it is imperative >>> that we create local site visibility noting where we are present day to= ward >>> their monthly operating budget listed in Planful. Most, if not all, of = our >>> offices have a white board or tack board where we can and perhaps alrea= dy >>> do show our current day stats towards the monthly Op Bud. >>> >>> The ask is this: Please work with your General Managers to post our Key >>> Performance Metrics, including but not limited to: Client Count, Billed >>> Hours and Billed Rate. >>> >>> Kevin will likely be asking the General Managers to send a photo of >>> their respective data posted by the end of the week, noting this is an >>> on-going expectation to update their data postings daily so we're all >>> working towards the same goal. >>> >>> T