--Apple-Mail=_018D0E15-9B81-4F14-93A5-13A56068B1D0 Content-Transfer-Encoding: quoted-printable Content-Type: text/plain; charset=utf-8 Looks more like a government audit. Tim Thomas Home Care Assistance (Montr=C3=A9al) 4464 Ste. Catherine Ouest Westmount, Qu=C3=A9bec H3Z 1R7 Tel: 514 907 5065 <> Fax: 514 221 4265 <> tthomas@homecareassistance.com www.homecareassistancemontreal.ca www.facebook.com/hcamontreal www.twitter.com/hcamontreal > Begin forwarded message: >=20 > From: James Patchett > Subject: SER Visit Prep > Date: August 28, 2019 at 3:02:20 PM GMT-4 > To: James Patchett >=20 > Good Afternoon, > =20 > I=E2=80=99m looking forward to spending the day with you and your team = during 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. > =20 > 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 the overall score, the second and third break down areas of = concentration into 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 compiling and organizing the information collected in your = pre-work. Please feel free to expand on the PowerPoint in any way. > =20 > The pre-work includes > =20 > 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 = business 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.=20 > 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 Compensation effective and expiration dates* > State Home Care License effective and expiration dates (if = applicable)* > = =09 > Your attention to this pre-work will allow us to identify areas of = focus for our strategic plan. I look forward to spending the day with = you. >=20 >=20 > --=20 > James Patchett > Director of Int