Re: 2022 Budget and Planning Meetings - Example Template, Tutorial and Next Step Instructions

From
Susie Richardson <srichardson@homecareassistance.com>
To
Timothy Thomas <tt@homecareassistance.com>
CC
Chen Xie <chen@homecareassistance.com>
Date
2021-12-16 12:58:36
Folder
INBOX
--Apple-Mail-83F8A1AB-E727-4EEC-9851-85BE19BEB21C Content-Type: text/plain; charset=utf-8 Content-Transfer-Encoding: quoted-printable Hi Tim, Unfortunately I don=E2=80=99t have any wiggle room to move you to Tuesday or= Wednesday. Tad and Brian are only available Monday next week. What I could do is look at the calendar and see if I can switch you with som= eone else on Monday at a later time.=20 Would that work for you? Susie Richardson Sent from my iPhone > On Dec 16, 2021, at 12:35 PM, Timothy Thomas w= rote: >=20 > =EF=BB=BF > Hi Susie,=20 >=20 > Would it be possible to reschedule for later in the week? Tuesday or Wedne= sday AM? >=20 > Thanks, > Tim >=20 >> On Thu, Dec 16, 2021 at 3:24 PM Chen Xie wr= ote: >> Hey Tim, BSG/You are in charge of the schedule --- please reschedule thro= ugh Susie CCed if necessary. Also, please feel free to question or clarify a= ny numbers that don't make sense to you! >>=20 >> Best, >> Chen >>=20 >>> On Thu, Dec 16, 2021 at 11:48 AM Timothy Thomas wrote: >>> Hi Chen, >>>=20 >>> After seeing the template, I'd like to take the time to do a proper SWOT= analysis with my team prior to our meeting. Is it possible to move the meet= ing back a day or two? Currently scheduled for Monday 10am.=20 >>>=20 >>> Thanks, >>> Tim >>>=20 >>>> On Thu, Dec 16, 2021 at 1:01 PM Chen Xie w= rote: >>>> All, >>>>=20 >>>> See the Montreal template for completion by Timothy and BSG team. All c= urrency is noted CAD or USD for the page. >>>>=20 >>>> Best, >>>> Chen >>>>=20 >>>> ---------- Forwarded message --------- >>>> From: Chen Xie >>>> Date: Tue, Dec 7, 2021 at 9:25 PM >>>> Subject: 2022 Budget and Planning Meetings - Example Template, Tutorial= and Next Step Instructions >>>> To: James Buscemi , Triff Cook , Lauren McGraw , Tys= inger, Andy , Steve Sudberry , Will Reid , Jim Kimzey , Alicia Broussard , K= imberly Guerci , Shari Asmann , Cash Edwards , Aileen R= uffin , Jill Cabeceiras , Claudia Hernandez , Lau= rette Foggini , Ashley DesMarteau , Jennifer Muskat , Yukari Roberts , Christa Chalfa , Tad Smith , Ken Cit= ron , Brian Scott , Rebecca Howe , Ross Sanderson , Matt Neal , Ashley= Mirone >>>>=20 >>>>=20 >>>> Hi Everyone, >>>>=20 >>>> Attached you will find a video recording of what our 2022 Budget and Pl= anning Templates look like for next week's meetings, as well as a copy of th= e pre-existing template. Note that everyone will receive a fresh template wi= th their business/region's numbers in the next 48 hours, ordered primarily b= y the timing of your presentation (if you are presenting on Monday, expect i= t quickly, if on Friday, expect it at the end of the window). I encourage yo= u to watch the video walkthrough prior to trying to understand the instructi= ons below, or the powerpoint attachment. Once you receive your individual lo= cation template, it will be up to you to communicate any numbers that look i= nappropriate (with reasoning please) to Rebecca Howe, Brian Scott, and mysel= f, for adjustment. If adjustm