--0000000000006c91cd0649de0cc2 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Tim, Can you send Steve a copy of the bonus presentation (and cc me) that was reviewed recently? He was on PTO. This new plan doesn=E2=80=99t fit us well. As you know we have not followed= the corporate office position structure and we have some hybrid positions. Thanks *Will Reid* Partner | TheKey Mobile: 513.707.2304 On Mon, Feb 2, 2026 at 2:37=E2=80=AFPM Timothy Thomas wrote= : > Hi GMs, > > Please see the attached file with detailed Hours data for all of your CSM= s > (visit the Tab "Tim"). Note in Column N the calculated Hours Baseline, > based on the Q4 Monthly Hours Average, that will be used to determine the > Hours Growth as part of the Bonus calculation for the Hours Metrics in th= e > New Bonus plan. > > *Please complete the following by the EOD Friday, 2/6:* > > 1. Review the list of employees to ensure all CSMs are listed. > 2. If there are any Terminated CSMs, or those with a future > Termination date, please enter a note in Column N. If there any employ= ees > who have or will be Transferring out of a CSM roles, please note that = as > well. > 3. Review CSM Client Assignments, and revise as necessary in internal > systems. > 4. Based on revised Client Assignments, review Q4 Monthly Average > Hours for Clients being re-assigned and input the Revised Baseline in= the > FINAL 2026 NEW PLAN BASELINE Column. > 5. Focus on Termed employees to ensure the Hours for their Clients > have been fully re-assigned. > 6. Other likely situations that may require adjustments are: 1) > During a position vacancy, Clients were temporarily Assigned to a CSM,= but > now that position has been filled; those Clients' Hours should be assi= gned > to the new employee. Thus, you would add hours to the new employee's > Original Baseline (Column N), based on the applicable Clients Q4 Hours= ' > monthly average, and input the Final Baseline Hours in Column O). The= n, > subtract those same hours from the CSM' Original Baseline (Column N) w= ho > had been assigned to those Clients temporarily and input the Final Bas= eline > in Column O. 2) A CSM has grown their Client load to the point where = they > are maxed out, where the solution is to transfer Clients to another CS= M. > Follow the same process for the Baselines of subtraction / addition as > described in the 1st situation above. > 7. When all Revisions have been made, the Sum of each Sites' Final > Baselines should generally be equal or higher than the AVERAGE MONTHLY > HOURS INCLUDING TERMS, shown at the bottom of the spreadsheet. > 8. Copy your tab's Final Approved Baselines into a separate Excel > file, and send it to me by the deadline above. > > I will be sending the CGM Hours file tomorrow for you to complete the sam= e > process. > > This is pretty complicated, so let me know if you have any questions and > we can work through it together. > Thanks > Tim > > > --0000000000006c91cd064