Q1 (Jan-Mar): Established team Targets and Key Results
Q2 (Apr-Jun): Target Adjustments - Managing the Course with Process
Q3 (Jul-Sep): Communication
- Communication - External
- Communication - Internal
  - Creating an INTERNAL Customer Service focus
Q4 (Oct - Dec):
- Close out Quarterly Objectives

Q4 Monthly Margin Target: $330,000.00
- YTD Average: $352,055.76
- Q1 Average: $319,787.31
- Q2 Average: $371,942.00
- Q3 Average: $364,437.96
- Monthly Billed Hour Target: 1,100 / 978
- Refer to Team Targets
Doors Serviced YTD: 9,972
Materials Profit Targets:

Upcoming Current Challenges:

Increased Insurance Cost
- Safe Driving (New Classes Coming Soon)
- Safe Work Environment (New Classes Coming Soon)
- Healthy Lifestyle
Scope
- Accurate Part Numbers
- Correct Solution (Project Work Flow)

Progress this Quarter:

Installations
- Average Days to Complete: 19 ↔️
- Average Days after Parts Arrived: 26 ⬆️
- Warranty:
  - September: 4 ⬇️
- Serviced:
  - Customers: 236 ⬇️
  - Facilities: 355 ⬇️
Customer Portal Link are in Pending Payment
- Used 559 Times since 4/20/22
- 5% In Pending Payment ↔️ ($3,000)
Cost Management
- Accurate Material Costing
- Discretionary Cost
Process Improvements
- Communication - External
- Communication - Internal
  - Creating an INTERNAL Customer Service focus
Leadership Meeting Adjustment
- Weekly Level 10 Meeting (EOS)

Department Reports on Targets:

Availability = Demand:Capacity

Efficiency: working smarter, not harder

Q1 (Jan - Mar):
- Master Key System alignment
  - Anderson - OMS
  - Charlotte
- Reduce Waiting Time for aging Site Visits for each PM to less than 21
- New Monthly / Quarterly Targets
Q2 (Apr - Jun):
- Master Key System alignment
  - Anderson - OMS
  - Charlotte
- Inventory Audit Schedule
  - Verification
- Line Items Overhaul
Q3 (Jul - Sep)
- Key Records
  - Protected Key Management
  - Master Key System alignment
    - Anderson - OMS
    - Charlotte
- Website ReLaunch
- Inventory Audit Schedule
  - Verification
- RMR Auditing
Q4 (Oct - Dec)

60 Views

Members