Scorecards & Job Descriptions
Handout
1. CEO/President Scorecard Example 1
2. CEO/President Scorecard Example 2
3. COO/Operations Director Job Description Example 1
4. COO/Operations Director Job Description Example 2
5. COO/Operations Director Example Scorecard
6. Administrative Assistant Scorecard
7. 10 Gifts of Coaching
8. Financial Manager Job Description Example
CEO/President Scorecard
Example 1 January - December 2018
Role CEO/President Employee Name Date XX/XX/2018 Mission ● Set overall direction of company and ensure execution of plans to scale.
● Maintain profitability/financial health of organization
● Ensure alignment of company
● Explore avenues for future growth
Outcomes How – specific, actionable, measurable, concise A,B or C Rating & Comments
Create alignment in the company to make Fundriver the best place to work.
● Review the 2018 scorecards to ensure alignment
and set up to scale
● Conduct mid-year meeting (March 2018)
● Establish a quarterly all company GoToMeeting
check-in for March., May, August, Nov. 2018
● Meet with everyone individually twice a year.
(June/Nov)
● Conduct annual meeting (August 2018)
● Review all 2018 scorecards (November 2018)
● Conduct Annual reviews of leadership team
(November 2018)
Make financial reporting transparent
● Report financial results to everyone twice a year
(Midyear/Annual Meeting) – March & August
2018
● Share finalized budget with company November
2018
Maintain profitability ● Earn $2.7 gross revenue by 12/31
● Maintain 30% margin or better
Explore new avenues for growth
● Establish a scalable solution for clients with less
than $25M (9/30/18)
● Achieve integration with at least 2 GL Systems
(9/30/18)
● Develop a private label solution with Blackbaud
(12/31/18)
● Three new product ideas in Dev pipeline
(6/30/18)
Eliminate bottlenecks ● Out of daily support loop – March 2018
● Transition point of contact on Steven’s clients to
Becky’s team – June 2018
Successful employee will have the following skill competencies:
Skill Competency Definition Rating (A,B or C)
Inspirational Inspires colleagues to perform their best Honesty/Integrity Does not cut corners ethically. Earns trust and maintains
confidences. Speaks plainly and truthfully. Does what is right; not just what is politically expedient
Ability to learn quickly Able to get up to speed quickly and retain learned information Proactivity Acts without being told what to do. Brings new ideas to the
company
Persuasion Able to convince others to pursue a course of action Communication Speaks and writes clearly and articulately without being overly
verbose or talkative (including email communications)
Successful employee will have the following cultural competencies:
Cultural Competencies Definition Rating (A,B or C)
Highest level of client support
Respond within two business hours; Resolve within client’s expected timeframe; Develop relationships built on trust and respect
The Best Place to Work “we love what we do”
Work/life balance; Autonomy; Flexibility; Trust; Passion; No micro-management
Transparency (with each other and with clients)
Open & honest communication; Integrity
President/CEO Scorecard
Example 2 January – December 2018
Role President Employee Name Date XX/XX/2018 Mission ● Set overall direction/goals of company and ensure execution of plans to
scale.
● Maintain profitability/financial health of organization
● Ensure alignment of company
● Explore avenues for future growth including branding and new location
● Eliminate debt
Outcomes How – specific, actionable, measurable, concise A,B or C Rating & Comments
Create alignment in the company.
● Create scorecard for every position in the
company to ensure alignment.
● Hold company leadership meeting on March 8,
2018 to creature alignment with everyone in the
company
● Establish mission and goals to share with
Company at March 8th team meeting
● Create a strong leadership team to ensure
alignment with everyone in the company and
that goals are met.
● Establish a quarterly meeting as well as
daily,weekly and monthly meetings with
leadership team
● Inspire individual growth through hands on
coaching to team members
● Meet with everyone individually twice a year.
(June/Nov)
● Conduct annual meeting March 2019
● Review all 2018 scorecards
● Conduct Annual reviews of leadership team
November 2018
Making sure you have accurate real time financial information
● Receiving and reviewing overall financial
information from Cynthia include cash flow,
break even, margins, and both short and long
term assets vs liabilities
● Achieve company financial goals
● Lower debt as aggressively as possible
● eliminate long term debt by 2019
●
Maintain profitability ● Monthly revenue of $4.5 mil per month
● Earn $54 mil gross revenue by 12/31/2018
● Profit of 15% ($8 mil) plus or more
● Cost Of Goods under 65%
● Find buyer/’for “dead” inventory
● Sell property and use proceeds to pay down
debt
Explore new avenues for growth
● Identify and purchase space to establish state of
the art store
● Rebranding
Eliminate bottlenecks ● Communication throughout company
● Clear goals and responsibility to ensure
alignment and accountability
● Make sure everyone is held accountable for
goals and responsibilities
● Hold meeting with the Leadership team
including AR and AP on accountability
expectations by mid-February
Every person is responsible, one designated person is accountable.
Successful employee will have the following skill competencies:
Skill Competency Definition Rating (A,B or C)
Inspirational Inspires colleagues to perform their best
Honesty/Integrity Does not cut corners ethically. Earns trust and maintains confidences. Speaks plainly and truthfully. Does what is right; not just what is politically expedient
Ability to learn quickly Able to get up to speed quickly and retain learned information Proactivity Acts without being told what to do. Brings new ideas to the
company
Persuasion Able to convince others to pursue a course of action Communication Speaks and writes clearly and articulately without being overly
verbose or talkative (including email communications)
Successful employee will have the following cultural competencies:
Cultural Competencies Definition Rating (A,B or C)
Highest level of client support
Respond within two business hours; Resolve within client’s expected timeframe; Develop relationships built on trust and respect
The Best Place to Work “we love what we do”
Work/life balance; Autonomy; Flexibility; Trust; Passion; No micro-management
Transparency (with each other and with clients)
Open & honest communication; Integrity
Chief Operations Officer/Operations Director
Job Description Example 1
Job brief:
You will be the company’s second-in-command and responsible for the efficiency of business.
The COO role is a key member of the senior management team, reporting only to the Chief
Executive Officer (CEO). You’ll have to maintain control of diverse business operations.
Become an experienced and efficient leader.Develop excellent people skills, business sense and
strong work ethics
The goal of the COO position is to secure the functionality of business to drive sustainable
growth.
Overall responsibility of Operations Director:
1. Manages day-to-day operations
2. Creates systems and processes
3. Holds people accountable
4. Ensures that customers are happy
5. Keeps CEO in the loop
6. Manages costs – purchasing materials and labor
7. Leadership role – respected as a leader
COO Responsibilities:
● Overseeing daily operations of the company and the work of leadership
team/executives (IT, Marketing, Sales, Finance, etc.)
● Design and implement business operations, strategies, plans and procedures
● Set and coordinate with Beatriz comprehensive goals for performance and growth
through scorecards.
● Establish policies that promote company culture and vision
● Lead employees to encourage maximum performance and dedication
● Evaluate performance by analyzing and interpreting data and metrics through
scorecards.
● Report to the CEO on all matters of importance
● Assist CEO in maintaining high margins and profitability
● Participate in expansion activities
● Take on or manage special projects
Requirements:
● Demonstrable competency in strategic planning and business development
● Working knowledge of data analysis and performance/operation metrics
● Working knowledge of IT/Business infrastructure and MS Office
● Outstanding organizational and leadership abilities
● Excellent interpersonal and communication skills
● Aptitude in decision-making and problem-solving
● Creating a “we can do it” culture
COO/Operations Manager
Job Description Example 2
Do you enjoy leading and coaching your team members?
Do you enjoy KPIs, accountability, process and systems as a basis of driving efficient execution?
Do you love getting into and encouraging debates on content strategy, or SEO tactics , while
also maintaining the ability to drive strong accountability from your team?
If you answered yes to all of the above, then our company may be the perfect next step in your
career! We are looking for a uniquely talented leader to fill the role of Operations Manager.
The successful candidate will our join a team as its leader, answering only to the partners. You
will manage our entire team to help them deliver more products, of better quality and higher
variety to more customers. The goal of the Operations Manager is to secure the business’
functionality and drive sustainable growth.
The role provides a growth path to more senior levels including VP level, or COO as we grow.
We are looking for a lifetime learner committed to growing as an experienced and effective
leader.
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WHO WE ARE:
We are a fast growing product importer, wholesaler and online retailer. We’re best suited for
motivated self-starters. We specialize in the importation and online sale/distribution of an
array of household and commercial grade items and appliances. We are poised for huge
expansion in the coming months and years and need to align ourselves with the right
individuals who can handle our immediate operational needs as well as help us expand and
grow in their career in the future.
If you’re smart, and you have the ability to see a vision, or solve a problem, and rally a team to
execute your plan, this could be the ideal place for you!
CORE VALUES:
We hire and fire based on our core values. We expect you will too. The successful applicant
will understand,
● Primary: KEEP THE BOXES MOVING
● Respect Time, Resources and Others
● Create A Culture Nobody Wants To Leave
● Clean Feedback
● Ask “WHY?” Five Times
● Act With A Sense Of Urgency
● Learn From Mistakes
● Take Accountability and Ownership
● Make Data Driven Decisions
MARKETING MANAGER - WHO YOU ARE:
● Min. 5 years of hands on digital marketing agency experience
● Min. 3 years of team management experience
● Mins 3+ years project management experience
● Proactively able to manage workload and resources across a team
● Must be extremely organized, detail oriented, disciplined & resourceful
● Highly systems focused with experience in developing SOPs & KPIs
● Exceptionally strong in interpersonal skills and in collaboration & negotiation
● Very experienced in SEO, Content marketing, web development & related digital
projects
DELIVERY MARKETING MANAGER DETAILS:
● Tenaciously manage a growing team of 20+ strategists and specialists
● Oversee & coach on multiple ongoing projects led by marketing strategists
● Coaching strategists & delivery team members to increase productivity and efficiency
● Create, document & streamline systems and processes for each functional area
● Manage resource and workload prioritisation
● Ensure roadblocks are removed, milestones met, and jump in hands on when needed
● Holding team members accountable for KPIs, campaign results, and SOP adherence
● Manage and ensure quality standards for all deliverables via QA
● Leverage automation and new technologies to drive value for clients
● Ensure client contractual obligations are all met while drivings target results for clients
● Lead by example on all core values without exception
WHY EMPLOYEES LOVE OUR COMPANY:
● Competitive compensation
● Professional coaching by world-renowned author
● Paid training (courses, events, conferences)
● Paid social events
MINIMUM REQUIREMENTS:
● Min. 5 years of team management experience
● Familiarity with Traction EOS or Rockefeller habits is a major asset
Compensation is open and will be based on experience and value.
Job responsibilities include:
--Inspiring and leading by creating a “can-do” culture where people love their job
--Managing and supporting the team such that operational and KPI goals are achieved
--Strategic planning
--Executing and/or managing special projects
--Encouraging and Holding team members accountable to our core values
--Efficiency optimization
--Hiring/firing and reorganizing to ensure we have the “right people in the right seats”
--Managing day-to-day operations, systems and processes
--Keeping partners in the loop, report to partners on all matters of importance
--Managing costs (purchasing materials and labor)
--Assisting CEO in maintaining high margins and profitability
--Receiving and reviewing overall financial information
--Participating in expansion/growth of company
Successful Operations Manager candidates will:
--Excel at strategic planning and business development
--Display a working knowledge of data analysis and performance/operation metrics
--Possess excellent decision-making and problem-solving abilities
--Be a lifelong learner and show willingness to grow
--Know general IT/Business infrastructure
--Have excellent interpersonal communication and listening skills
--Be organized
Professional references (at least 3) required. Salary is competitive and commensurate with
experience.
COO/Operations Director
Example Scorecard January – December 2018
Role Chief Operations Officer (COO) Employee Name Date XX/XX/2018 Mission ● Be the company’s second-in-command and responsible for the
efficiency of business.
● The COO role is a key member of the leadership team, reporting only to the Chief Executive Officer (CEO). You’ll have to maintain control and effectiveness of all business operations.
● Become an experienced and effective leader.Develop excellent people skills, business sense and demonstrate a strong work ethic
● The goal of the COO position is to secure the functionality of business to drive sustainable growth.
Outcomes How – specific, actionable, measurable, concise
A,B or C Rating & Comments
Manages day-to-day operations
● Creates systems and processes, and upgrade.
● Holds people accountable.
● Ensures that customers are happy.
● Keeps CEO in the loop.
● Manages costs – purchasing materials and labor.
● Leadership role – respected as a leader.
● Design and implement business strategies, plans and procedures.
Responsibilities
● Set and coordinate with Beatriz comprehensive goals for performance and growth through scorecards.
● Implement policies that promote company culture and vision.
● Oversee daily operations of the company and the work of company leaders (Store managers, Buying manager, Inventory manager, Warehouse manager, IT supervisor, Sales people, Accounts receivable, HR, etc.).
● Lead employees to encourage maximum performance and dedication.
● Evaluate performance by analyzing and interpreting data and metrics through scorecards.
● Report to the CEO all matters of importance.
● Assist CEO in maintaining high margins and profitability.
● Participate in expansion activities.
● Maintain daily, weekly, monthly,quarterly and annual meetings and retreats.
● Comprehensive software systems that fulfill company needs.
● Take on or manage special projects.
● Supervise field sales person.
● Supervise marketing project
Timely and accurate financial information
● Receiving and reviewing overall financial information from Cynthia include cash flow, break even, margins, and both short and long term assets vs liabilities,
● (Shared responsibility with CEO).
● Making sure financial department provides accurate real time financial information.
Maintain profitability and achieve company Financial goals
● Achieve company financial goals in sales and buyings.
● Inventory turns.
● Monthly revenue of $4.5 mill per month by 2019.
● Earn $54 mill gross revenue by 12/31/2018
● Profit of 15% ($8 mill) plus or more
● Cost Of Goods under 65%
Manage special projects
● Implementation of special projects.
● Implementation of Scanning System.
● Complete inventory in both stores.
● Make sure the invoice and XML process is completed.
Eliminate bottlenecks ● Outstanding communications throughout company. (Through rythms and meetings, scorecards, and measuring behaviors).
● Leading indicator (what i do to get the results i need) and Lagging indicator ( the amount of results i get).
● Clear goals and responsibility to ensure alignment and accountability.
Every person is responsible, one designated person is accountable.
● Make sure everyone is held accountable for goals and responsibilities.
● Ensure company is getting training and deploying SAP to the greatest advantage possible. (Applaud the DOs).
Successful employee will have the following skill competencies:
Skill Competency Definition Rating (A,B or C)
Adapt to business environment
Demonstrable competency in strategic planning and business
development
MasteringInspi analysis skills
Working knowledge of data analysis and performance/operation metrics
Constant IT knowledge update
Working knowledge of IT/Business infrastructure and MS Office
Proactive in front of situations
Aptitude in decision-making and problem-solving
Professional Attitude Willingness to learn and grow
Successful employee will have the following cultural competencies:
Cultural Competencies Definition Rating (A,B or C)
Inspire and lead by example towards getting results and meeting goals
● Creating a “we can do-it” culture
Effective communication and listening skills
● Excellent interpersonal skills
Efficiency ● Outstanding organizational skills
Administrative Assistant
Example Scorecard January 1, 2018 - December 31, 2018
Role Administrative Assistant
Employee Name
Date XX/XX/2018
Mission Assist in creating a focus on organizational scalability in 2018 through coordination of activities and initiatives
Outcomes How – specific, actionable, measureable, concise A, B or C Rating & Comments
Assist CEO in coordinating meeting rhythms and tracking team member action items
● Coordinate daily, weekly, monthly and quarterly team
meetings; take notes & send action items to team
● Provide updated KPI information and workload reports
to managers in an easily readable format - Weekly
Create a more effective brand to persuade potential clients to buy
● Coordinate website content upgrades with New Business
Development Director and others as needed
● Coordinate direct mail campaigns with New Business
Development Director and marketing firm
● Assist New Business Development Director with print ad
campaigns
Deliver timely, accurate bookkeeping to create transparency
● Invoice new clients including sending countersigned
agreement, W9, and other necessary documents, within
one (1) business day of receipt of information from New
Business Development Director
● Prepare and send invoices for special projects within
three (3) business days of completion
● Manage accounts receivable benchmarks for quarterly
billing
o 30 Days Out 19%
o 45 Days Out 9.5%
o 60 Days Out 4.0%
o 75 Days Out 2.5%
o 90 Days Out 0.5%
Successfully execute all 2017 Midyear Meeting administrative details
● Draft agenda and prepare necessary materials by February 1
● Follow-up email to employees re: details by February 1
● Send final agenda by February 8 ● Send out action items, meeting summary, and
survey by February 22 ● Compile survey results and prepare for CEO by
March 5
Successfully execute all 2017 Annual Meeting administrative details
● Track established budget and report monthly to CEO
● Schedule call with CEO and Zand to review midyear survey results, set final date and tentative agenda by April 1
● Evaluate and confirm meeting space needs & guest presenters by April 15
● Book all necessary meeting space & guest presenters by April 30
● Communicate meeting dates with and gather travel requests from team by May 15
● Evaluate and confirm social event needs by May 31 ● Make all team member travel and lodging
reservations by June 10 ● Book all social events by June 15 ● Draft agenda and prepare necessary materials by
June 30 ● Communicate with team regarding pre-meeting
action items by July 12 ● Confirm all catering needs by July 15 ● Communicate with team regarding meeting
expectations (dress codes, travel policy, etc.) by July 25
● Finalize meeting agenda and send out all necessary pre-event materials to team by July 31
● Follow-up with hotel, car rental, meeting location, caterers and social events as necessary at least ten (10) days in advance
● Act as liaison between attendees throughout event ● Send out action items, meeting summary, and
survey within five (5) business days ● Compile survey results and prepare for CEO within
21 days
Successfully execute all 2017 Endowment Conference administrative details
● Bi-weekly calls with Jenn Barker leading up to conference
● Track established budget and report monthly with registration information to CEO beginning in January
● Create and activate registration website and make active by February 1
● Send email invitations to register by February 15, April 15, June 15, August 1, September 1, and October 1
● Update conference website with speaker information by March 15
● Evaluate and confirm social event needs by May 31 ● Book all social events by June 15 ● Site visit to meeting location by June 30 ● Make all team member travel and lodging
reservations by August 28 ● Communicate with team regarding pre-event action
items by September 19 ● Finalize all catering needs by October 6 ● Communicate with team regarding meeting
expectations (dress codes, travel policy, etc.) by October 24
● Send teaser email to attendees by October 24 ● Follow-up with hotel, car rental, meeting location,
caterers and social events by October 24 ● Act as liaison between attendees throughout event ● Send out survey by November 15 ● Compile survey results and prepare for CEO by
December 6 Successfully begin preparing administrative details for 2018 Midyear Meeting
● Schedule call with CEO and Zand to review annual survey results, set final date and tentative agenda, etc., by November 1
● Evaluate and confirm meeting space needs by November 15
● Book reservations by December 1 if applicable
Overall rating
Successful employee will have the following skill competencies:
Skill Competency Definition Rating (A,B or C)
Efficiency Able to produce significant output with minimal wasted effort
Honesty/Integrity Does not cut corners ethically. Earns trust and maintains confidences. Speaks plainly and truthfully. Does what is right; not just what is politically expedient
Ability to learn quickly Able to get up to speed quickly and retain learned information
Attention to detail Does not let important details slip through the cracks or derail a project
Proactivity Acts without being told what to do. Brings new ideas to the company
Communication Speaks and writes clearly and articulately without being overly verbose or talkative (including email communications)
Successful employee will have the following cultural competencies:
Cultural Competencies Definition Rating (A,B or C) Highest level of client support
Respond within two business hours; Resolve within client’s expected timeframe; Develop relationships built on trust and respect
The Best Place to Work “we love what we do”
Work/life balance; Autonomy; Flexibility; Trust; Passion; No micro-management
Transparency (with each other and with clients)
Open & honest communication; Integrity
10 Gifts of Coaching
Great coaches help you make better decisions. They help you take your big leap.
1. Motivation
2. A system
3. Goal setting
4. Advice
5. Burnout prevention
6. Plateau busting
7. Check lists
8. Feedback
9. Cheerleading
10. Fun/balance
Financial Manager
Job Description Example
Our Company is seeking someone as a Financial Manager to oversee all financial aspects of the
company. This is a young company with an opportunity for long-term growth for the right
candidate. An excellent candidate must have demonstrated financial leadership skills with an
understanding of cost accounting for international importing and manufacturing. The ideal
candidate will be highly organized and comfortable working in an informal yet challenging
entrepreneurial environment.
Job responsibilities include:
--Oversee all financial aspects of the company
--Maintain business accounts using Quickbooks Enterprise with advanced inventory module (Fishbowl)
--Oversee management of inventory with Fishbowl
--Responsible for AR/AP and payroll
--Audits Customer and vendor accounts
--Oversees budgets and spending
--Reconciling bank account and credit card statements
--Knowledge in cost accounting practices
--Strategic management of cash flow
--Reporting of company financials
--Provide feedback and advise management on best practices in accounting
--Provide management with real-time financial information ratios, reports, and analysis in vital areas
such as sales, top account activity, specific inventory, and profitability by profit centers
Required skills/experience:
--Experience with QuickBooks Enterprise
--Quickbooks Certification
--3+ years working in an accounting environment
--Be an excellent communicator
References required from previous employers.
Salary commensurate with experience/skill level.