Branch Management Team Training Priority Assessment

Many job-specific responsibilities are required for the branch management team to be successful at IMOSDP. There are about fifty specific topics divided between eight general categories below. In each category, please select the two (2) specific topics you think should be prioritized in development of training for exempt branch personnel. The training you select may be relevant to one position only, such as Branch Manager, or it may apply to all exempt staff. Please add any comments or suggestions you have regarding your selections in the space provided. Thank you!
Name (optional): 


ADMINISTRATION
Accounts Receivable, Collections, Cash Application
Billing Cycle - EOM & OTO
Customer Contract Management (IM Source, Price Increase, New Customer Start-Up, Customer Renewal, Terminated Customer, Fee Schedule, PAF, Schedule A)
Payroll Processing
Commission Processing


Comments ...


FINANCE
Annual Operations & Capital Budget Preparation
Capital Expenditure Request (CER) Process
Basic Oracle Navigation
Accounts Payable (A/P)
General Ledger (GL)
Division Receivable and Aged Write-Off (AWO) Process
Capital vs. Expense Reports
Month-end Close and related timing
Month-end A/P Accrual Process
Revenue Forecasting
Financials (including Income Statement analysis/action)


Comments ...


FACILITY
Branch Audits
Environmental Standards (such as Hygrometer Certification, Fire Protection, Phone System, Emergency Lighting, Generator, Garage Doors, Scissor Lifts and Gates)
Facility Layout for Productive Workflow
Facility Planning - Build-Outs, New Construction, Capacity
Branch Tour Preparation and Procedures


Comments ...


IMOSDP SERVICES
Off-Site Vaulting
Electronic Vaulting
Disaster Recovery Declaration Procedures
Disaster Recovery Test Procedures
Library Moves
Media Services/Product Sales
Plan/Proposal for Client Projects
Effective Management of Client Projects


Comments ...


LABOR MANAGEMENT
OPIS
TLR Payroll Model
Overtime Management
Training New Employees


Comments ...


MEDIA HANDLING
Processing Open Media and Containers in SecureBase
Handling Discrepancies
Container Maintenance
Vault Configuration
Audit, Inventory, Research, Issues/Deletes, To Do Screen Maintenance and Processing Customer Requests via SecureBase


Comments ...


SAFETY & SECURITY
Policies (Computer Operations & Security Policy, Company Vehicle, Confidentiality, Safety/Security Equipment, Visitor/Contractor Access Policy)
Building Security (Building Standards, Fire Protection System - Halon or Water, Building Security Systems - Alarm System & Access Controls, Branch Evacuation Procedures
Building Safety (Safe Working Conditions, Occupational Safety & OSHA Standards, Accident Reporting
Branch Business Continuity Plan


Comments ...


TRANSPORTATION
Fleet Management Program
Vehicle Security
Route Configuration
Route Procedures


Comments ...


Please add any additional comments or suggestions you have regarding training for exempt branch personnel.
Wendy Lin