--000000000000302bff059141281b Content-Type: multipart/alternative; boundary="000000000000302bfd059141281a" --000000000000302bfd059141281a Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable HAHA!!!!!! On Thu, Aug 29, 2019 at 9:02 AM Tim Thomas wrote: > Holy molly!! Looks like a government audit. Might have to hire an extra > admin person to get it done :) > > Timothy=E2=80=A6is this where I get to delegate? > > *Tim Thomas* > > > > *Home Care Assistance (Montr=C3=A9al)* > *4464 Ste. Catherine Ouest* > *Westmount, Qu**=C3=A9**bec* > *H3Z 1R7* > *Tel: 514 907 5065* > *Fax: 514 221 4265* > > *tthomas@homecareassistance.com * > > *www.homecareassistancemontreal.ca > * > *www.facebook.com/hcamontreal * > *www.twitter.com/hcamontreal * > > > > > > > On Aug 28, 2019, at 3:02 PM, James Patchett jpatchett@homecareassistance.com> wrote: > > Good Afternoon, > > > I=E2=80=99m looking forward to spending the day with you and your team du= ring my > visit. The goals and objectives of my visit will be to help you identify > areas of strength and areas where I can support you in your growth by > providing guidance, coaching, tools and resources. > > > In preparation for my visit I've attached the Site Efficiency Review Tool= . > You will notice that this document has 4 tabs. The first tab outlines th= e > overall score, the second and third break down areas of concentration int= o > Financial/KPI and Operations and then the last tab outlines some > recommended prep work for you to allow us to make the most of our time > together. I=E2=80=99ve *attached *a PowerPoint Template for your use in c= ompiling > and organizing the information collected in your pre-work. Please feel fr= ee > to expand on the PowerPoint in any way. > > > The pre-work includes > > > > - Completing a SWOT analysis on each of your key team members, the > business as a whole and yourself. These would be for your use mostly,= but > as a minimum, I would ask you to complete the SWOT analysis on the bus= iness > as a whole for us to work on together > - Complete a Competitive Shop Analysis using the competitor shop > template > - Provide Profit and Loss statements for each individual month for the > last 12 months > - Provide a Summary Profit and Loss Statement for the last 12 months, > 24 months & 36 months > - Complete a self-review using this Site Efficient Review tool and > calculating a score of yourself assessment. > - Goals - Plan to share your 3 and 5 year goals. During the visit, we > will begin to develop a plan to support you in reaching them both > personally and professionally. > - SalesForce: Complete information in SalesForce including attached > files*. This should include: > - Ad Words/SEO Vendor > - background Check Vendor > - Survey/Review Company > - Payroll Company > - Business License effective and expiration dates* > - Lease effective and expiration dates* > - Liability Insurance effective and expiration dates* > - Worker=E2=80=99s Compen