Manager—Administration & Finance

Title: Manager–Administration & Finance (WORD version )

Industry: Petroleum

Function: Corporate Services

Value-Added Results Performance Standards How to Track

Well-informed Vice President and Managers • VP and Sales Managers satisfied with information and support provided in the following areas:
• Timely and accurate sales and expense projections.

• Timely reporting of credit issues.

• Timely answers and solutions to customer service, credit, transportation and systems issues.
• Surveys.

Satisfactory delivered product • 80%—90% on-time shipment.
• 80%—95% delivery on CRSD.

• 85%—95% delivery of correct product.

• 80%—95% shipments in good condition.

• Freight cost doesn’t exceed 90%—100% of budget.

• 70%—90% customer satisfaction.
• Customer survey.
• Customer exception report.

Uninterrupted operation of XYZ computer system • 80%—90% of users trained in all system functions.
• Manager is satisfied that users are properly trained.
• User survey.

• System up 95%—98% of the time. • System logs.

• No problems on log for 2—3 weeks.
• All requests for system reports acknowledged within 5—10 working days of receipt.
• Problem log.

Satisfied customers • 80%—90% invoices correct.
• No more than 5%—10% credit memos due to internal error.

• No more than 5%—10% order changes due to internal problem.
• Error tracking.

• 80%—90% surveyed customers say they are satisfied. • Customer survey.

Collected receivables • No more than 60—75 days of outstanding sales.
• 60%—80% accounts current.

• No more than .01% of bad debt write off.
• Account analysis.

• Sales representatives are satisfied with credit options available to customers.
• Sales Managers and representatives satisfied with feedback and interaction.
• Survey of sales reps.

Value-Added Results	Performance Standards	How to Track
Well-informed Vice President and Managers	• VP and Sales Managers satisfied with information and support provided in the following areas: • Timely and accurate sales and expense projections. • Timely reporting of credit issues. • Timely answers and solutions to customer service, credit, transportation and systems issues.	• Surveys.
Satisfactory delivered product	• 80%—90% on-time shipment. • 80%—95% delivery on CRSD. • 85%—95% delivery of correct product. • 80%—95% shipments in good condition. • Freight cost doesn’t exceed 90%—100% of budget. • 70%—90% customer satisfaction.	• Customer survey. • Customer exception report.
Uninterrupted operation of XYZ computer system	• 80%—90% of users trained in all system functions. • Manager is satisfied that users are properly trained.	• User survey.
	• System up 95%—98% of the time.	• System logs.
	• No problems on log for 2—3 weeks. • All requests for system reports acknowledged within 5—10 working days of receipt.	• Problem log.
Satisfied customers	• 80%—90% invoices correct. • No more than 5%—10% credit memos due to internal error. • No more than 5%—10% order changes due to internal problem.	• Error tracking.
	• 80%—90% surveyed customers say they are satisfied.	• Customer survey.
Collected receivables	• No more than 60—75 days of outstanding sales. • 60%—80% accounts current. • No more than .01% of bad debt write off.	• Account analysis.
	• Sales representatives are satisfied with credit options available to customers. • Sales Managers and representatives satisfied with feedback and interaction.	• Survey of sales reps.