| STEP |
WHO
|
WHEN
|
INFO TO USE
|
WHAT TO DO
|
RESULTS
|
| 1 |
All Managers |
On an ongoing basis |
Own observations and judgment; suggestions from
others; guidelines set forth by
management |
Evaluate the level of resources available to your
area of responsibility in terms of human resources
and capital equipment as well as floor space and
such; determine if the resources allotted to you are
appropriate for the responsibilities of your
area |
Manager has own view of his/her area's needs
vis-à-vis the resources
allotted |
| 2 |
Any Manager |
As faced with resources being inappropriate in
own area of responsibility |
Own observations and judgment; guidelines set
forth by management; Resource
Request |
Discuss the resource misalignment with your
manager; if the issue cannot be immediately resolved,
submit a Resource
Request to your manager |
Resource needs communicated to management;
Resource Request submitted for major
needs |
| 3 |
Any Manager |
Upon receiving a Resource Request from a
subordinate manager |
Resource Request; own observations, knowledge and
judgment; guidelines set forth by
management |
Evaluate the Resource Request,
discussing it as needed with the submitting manager
or others; decide if you concur with the request,
concur with a modified version of the request, or
disagree with the request; note your determination
on the form
If you wish to approve the request
(possibly modified), and it is within your
authority to do so, notify the submitter and
forward the Resource Request to the
Controller
If it is not within your authority
to approve, or if you disagree with the request,
but cannot come to an agreement with the submitting
manager to withdraw it, forward the Resource
Request to your manager
President: if more information is
needed, advise submitter and hold until requested
information received; make final determination;
forward the Approved Resource Request to the
Controller; return rejected Resource Request back
to submitter
|
Resource requests carefully considered and
communicated; Approved Resource Requests submitted to
Controller; Rejected Resource Request returned to
originator |
| 4 |
Controller |
Upon receiving completed Resource
Request |
Resource Request |
Review Resource Request to verify that it is
complete and that it has been processed per this TOP;
forward to CEO for consideration; file the form when
satisfied |
Resource Request forms reviewed; submitter
notified of decision; Resource Requests filed in
Controller's file |
| 5 |
CEO |
Upon receiving Resource
Request |
Resource Request; own
knowledge |
Review Resource Request, an noting pertinent
information in spreadsheet. When time, financial and
any other resources needed have been obtained,
approve Resource Request; consult with Controller as
needed to determine if new general ledger account
should be set up; indicate approval and any other
instructions deemed necessary on Resource Request,
and forward to Controller |
Resource Request finally
approved |
| 6 |
Controller |
Upon receipt of approved Resource
Request |
Resource Request; any other instructions from
CEO |
Notify approval, via email; originator of
Resource Request, copying (if any) managers of
originator supplying with instructions and
appropriate general ledger number; return copy of
Resource Request, along with any attachments to
originator; file original approved Resource
Request |
Approved Resource Request communicated to
originator; Resource Request
filed. |
