Example
Excelsior, LLC Organization Design
Komlan Akakpo, Austin Garrett,, Joshua Hatley & Jeremy Jackson
Spring 2012

Defining roles, relationships and performance expecations

Chairman of the Board Role

Responsibility

Insures that the organizational accomplish-ments mirror owners' vision and mission.

Capital Acquisition

Enough capital exists to pay "startup" and "Operating" expenses.

Liaison with the General Manager

Board messages are accurately communicated to the General Manager and from the
General Manager to the Board.

Liaison with Legal Entities

Signatory co-signs legal and financial reports. Secures legal representation as needed
for the organization to accomplish owners' vision and mission.

The General Manager Role

Insures the organization generates enough income to "break-even" after all expenses are
paid.

HR Manager Role: Legally hires and manages the human resources required to accomplish owners' vision and mission.

  • Hiring is legal and adds-value: Insures that this organization
    adheres to all hiring legal requirements by law such as I9's
    background checks, and drug testing. All documents will be
    kept confidential and up to date. Very active in roll of hiring/recruiting
    of all employees.
  • Legal human relations are maintained: Insures that all things
    related to human relations as far as the organization is concerned is
    followed by law and maintained.
  • Payroll is accurate and on-time: Insures that the organization has
    a payroll process in place that is accurate and precise. Will insure
    that all payroll is on-time and limit any errors.
  • Safety standards are met: Insures that the organization has all
    safety policies and procedures up to date and in place. Will do thorough
    evaluations of safety practices quarterly to insure the best safety
    policies for organization.

Marketing Manager: Insures that this organization designs, produces and delivers goods and/or services a significant number of members of the target market will purchase.

  • Target markets are identified: To insure that we have the right
    products and presenting them to right consumer demographic.
  • Products/Services are designed: To insure that our products fit
    and accommodate our clients' different needs
  • Products/Services are delivered: To insure that our products are
    delivered to our clients appropriately via the best delivery method
    possible.
  • Quality Assurance is maintained: To insure we are providing our
    client with the best counseling possible.

Operations Manager: Insures that this organization produces and delivers standard quality products and/or services to paying customers.

  • Plans: To make sure our organization has organized solutions to assist
    clients with their different issues and demands.
  • Monitors: To insure our staff and employees are following through
    the organization's already setup plan.
  • Controls: To make sure we know who our best clients are, what
    consulting package are they buying. Also keep track of our best performers
    and a clean record on how well we are performing as an organization
    and limit possible legal liabilities.
  • Risks managed: To ensure we are doing what we are advertising as
    an organization and limit possible law suites. To maintain our liability
    insurance up to date.

Finance Manager: Honestly and accurately conducts and reports all transactions in compliance with his/her fiduciary responsibility to all parties.

  • A standard accounting system is used: All finance information will
    be housed on Excel and Quick Books.
  • Accounts receivable are managed: Will insure that all account related
    documents will be up to date and managed properly. Will have a detailed
    calendar and organized methodology to keeping all finances accurate both
    incoming and outgoing.
  • Accounts payable are managed: Will insure that all account related
    documents will be up to date and managed properly. Will have a detailed
    calendar and organized methodology to keeping all finances accurate both
    incoming and outgoing.
  • Deposits and withdrawals are managed: Will insure that all account
    related documents will be up to date and managed properly. Will have a
    detailed calendar and organized methodology to keeping all finances
    accurate both incoming and outgoing.
  • Financial reports are prepared: Will have thorough and detailed financial
    information reported and will have statistics to back up the reports to show
    professionalism and areas for improvement and or success.
  • Financial reports are interpreted: Insures that all financial reports are
    easily readable and user friendly. Will dissect all information and will be able
    to retain and regurgitate all financial information and translate it for the company.
  • Taxes and other deductions are paid: All taxes and deductions are paid
    on time and are prepared well before the due date.
  • Compliance reports are filed on time: All compliance related reports are
    prepared and filed before the due date.

Front-Line Manager: Insures delivery of products and/or services to paying customers in compliance with established quality customer service standards.

  • Employees well trained: Insures that all employees go through a 90 day
    thorough and detailed training process to equip all personnel with tools to
    succeed and better the organization has soon as they are hired. Will insure
    that there is continuous training throughout the employee's career.
  • Timely: Insures that time management is being kept and will have processes
    in place to insure that this is being done daily.
  • Delivered with professional demeanor: Enforces professionalism and insures
    that everything related to the organization is professional.
  • Monitored: Insures that the organization has some type of good monitoring
    system in place.
  • Mistakes recovered: Insures that all errors are limited and evaluated. Will
    have a process in place to limit and recover mistakes. Also will have a
    preventative mistake policy to catch mistakes before they happen.

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