| 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. |
