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BUSINESS - BUS 196 Sample Objectives

ObjectiveOutcome MeasurementLearning Process
The ability to do product mods to the satisfaction of my supervisor. I will do at least 3 mods, unassisted, that have met my supervisor’s approval.  I will observe my supervisor and other associates in how to do mods. I will then do mods under supervision, asking my supervisor to review my work with me so she could tell me where I made mistakes and where I need to improve on the next mod, and I will make adjustments in my approach based on her feedback.
To accurately review and process all Plant Operations purchase orders, check request, and invoices.My manager will observe that all purchase orders, check request, and invoices are properly filed and priced and that I have completed these tasks in less time with no mistakes.  Observe manager reviewing purchase orders, check requests and invoices; take notes on the procedure and create a precise SOP. Review codes and gradually increase memory of codes to expenses. Ensure individual purchase orders, check requests, and invoices match amount to pricing, and are properly coded to expense
Develop a sufficient understanding of health insurance, 403B, cafeteria and COBRA plans to assist Controller with enrolling and maintaining employees in the plans. Ability to assist Controller in preparation for payment of benefits invoices.  Attainment of this objective will be measured by my ability to recite and provide correct information for clients to the satisfaction of my supervisor Review benefits packages and take notes on things I don’t understand; discuss with my supervisor.  Observe my supervisor discussing benefits with employees and completing paperwork, writing down notes and discussing my questions as needed. My supervisor will observe me discussing benefits with employees and completing paperwork, receive feedback and make adjustments in my approach, as needed.
Learn AP, AR and General Journal protocols so that I can accurately and efficiently enter data into accounting program and create and update necessary worksheet and produce end of month reports and other reports as necessary.  Attainment of this objective will be measured by reviews by my senior co-workers and supervisor that I: accurately and efficiently enter accounting data; create and update worksheets and produce reports without errors.Observe senior co-workers enter data, creating worksheets and reports, writing down instructions and asking questions as needed. Read protocols, manuals or online tutorials, as needed, to understand the procedures. Complete tasks under the supervision of my coworkers and supervisor, receiving feedback and making adjustments, as needed.
Demonstrate a comprehensive knowledge of product locations and store layout.  I will be able to lead customers to a specific product more efficiently and confidently. I will measure this by keeping log of times when I am asked to direct a customer to a certain product, and rate how well I do this in a system such as follows: A- I can tell them the exact location on the correct aisle B- I can tell them the correct aisle C- I tell them the correct area of the store D- I refer them to someone more knowledgeable F- I send them to the wrong spot or don't know what they're talking about  Work shifts as often as possible stocking items all over the store, and walk around the store on breaks and lunches to learn where things are. I will make a list of unusual items or items that are shelved in unexpected locations and will refer to this until I have it memorized.
Maintain financial records within an approved budget.  My financial records will be accurate and complete and I will meet my budget expectations, according to the observations of my supervisor.  Review prior financial records with my supervisor, asking questions and making notes as needed. Observe coworker inputting data into financial record and completing budget forms. Do the same under the observation of supervisor to ensure accuracy.
The ability to create functional spreadsheets.  I will create a spreadsheet that will be accepted by my supervisor and will be useful to me and the people who review my invoices.  I will review instructional manuals and online tutorial. I will ask my supervisor and co-workers what key elements are necessary to make the spreadsheet most useful. I will create a draft for my supervisor's review and feedback- I will adjust my approach based on that feedback.
I will have a comprehensive understanding of our filing system I will be able to help medical records when ever needed, including finding charts for messages and for the next day appointmentsI will be given an overview of our filing system, including file structure and file storage and retrieval processes. I will assist in adding documents to files and reorganizing files, if necessary, and in file storage and retrieval, under the observation of co-workers. I will make adjustments in my approach based on the feedback I receive
I want to learn how to complete all forms used by my position in the Medical Clinic.  I will send out disability and other miscellaneous forms that the doctors ask me to send out in an efficient manner and without error, according to my supervisor’s observations.  I will observe the employee who completes the forms and sends them out, asking questions and taking notes, as needed. I will review any written procedures or guidelines available. I will complete the forms under the observation of my co-worker and make adjustments in my approach based on her feedback
The ability to answer phones and take messages efficiently.  I will answer every phone call courteously and professionally, assisting the caller accurately, and I will take accurate, detailed messages. This will be confirmed by my supervisor’s and coworkers’ observations, and by a lack of complaints from customers. I will have a bibliography of my research and a list of skills I have implemented I will review a textbook on customer service skills and phone answering skills and choose 3 strategies which I will implement. I will receive instruction from my supervisor regarding the kind of information is needed for a detailed message. I will observe other employees’ customer service skills, asking questions and taking notes as needed. I will answer phones under the observation of my co-workers and make adjustments in my approach based on their feedback.
Demonstrate the ability to complete general office duties in a quality manner with very little to no supervision.  *The observation of the supervisor that I hae the ability to complete or perform general office duties accurately, efficiently and professionally. *By a certificate of completion for the “Outstanding Receptionist” training.  *Attend training, "The Outstanding Receptionist".*Before performing task given, review with my supervisor to ensure comprehension of task assigned. *I will observe more experienced co-workers or supervisor completing the task, asking questions and taking notes, as needed. *I will perform the task under supervisor's observation, and receive feedback on how I do and adjust my approach based on that feedback.
To accurately complete, coordinate and organize a 2 week work schedule for employee shifts.  I will complete at least 2 schedules that are properly organized and planned, and with no errors, according to my supervisor’s feedback. Employee’s will express satisfaction with the results 1. Observe supervisor scheduling 2 week work schedule; take notes on the procedure and critical things to look for. 2. Build rough draft schedule; adjust where needed based on supervisor’s and coworkers’ feedback; construct final draft schedule. 3. Review schedule with supervisor; receiving feedback and making adjustments ass needed. 4. Continue to seek supervisor's review and feedback.
Increase the ability to communicate with fellow Spanish only speaking co-workers.  The amount of Spanish I have learned by the end of the semester, as verified by my co-workers and supervisor. Positive feedback from my supervisor on my ability to communicate more effectively with Spanish speaking peers  After interviewing my supervisor and Spanish-speaking co-workers, I will make a list of 50 Spanish words and 20 phrases to learn. Picking 5 words and 1 phrase per week to practice. I will increase my interaction with Spanish speaking co-workers, asking for their feedback on my pronunciation and grammar. I will watch and listen to Spanish programs with English subtitles.
The ability to fill out, submit and finish all of the several types of warranties this business offersThe smooth processing and payments for the warranties submitted via the separate companies.Reading the warranty procedure manuals, taking notes on sections I don’t understand and discuss these with my supervisor.  Observe my supervisor completing the warranty paperwork, asking questions. Complete the paperwork for my supervisor’s review, and making corrections based on his feedback.
My objective is to accurately review and list inventory.  My supervisor will observe and supervise that all inventory checks are correctly listed.  1. Observe supervisor reviewing and listing inventory; take notes on the procedure and critical things to look for. 2. Review inventory under observation of supervisor, receiving feedback and making adjustments as needed. 3. Continue taking inventory, keeping it updated and organized. 4. Continue to seek supervisors review and feedback.
I will have a web site for my art business.I will have a web site with contact info and a gallery of my art work.I will read the online tutorial for the web design program that I am working with. I will attend a weekend workshop on web design (basics). I will obtain a book on web design to use as a reference. I will get support from  a computer savvy individual from the college who I know has experience with this program and ask her any questions I may encounter. Then I will continue to seek input from my supervisor regarding the many stages of completion of the web site, until I and my supervisor are satisfied with it.
I will have the ability and knowledge to optimize use of my home computer for my home based business.  I will make my computer as up to date as I can afford to make it. I will be keeping my computer in working order by defragging, cleaning and updating it. I will keep my work area clean and organized and comfortable to work at.  I plan to go on line and participate in tutorials to learn specific functions and programs. I will be contacting a person I know with computer knowledge to seek advice and information on how to accomplish maintenance tasks and increasing computer operating efficiency. I will inquire with the lab technicians at the college, as well as other persons who have more advanced computer knowledge, until I am able to routinely keep my computer in optimal working condition
Increase efficiency in entering roa's. (receipt on account)  Completion of doing roa's in less time. Completion of doing roa's with no mistakes.  Observe co-worker performing the same task. Review account names, numbers, and aka's. Ask my supervisor questions about the process that are unclear to me. I will receive feedback from my supervisor and make adjustments in my approach based on that feedback.
To process all transactions left in night drop and complete the night drop log.  I will be performing the task in dual custody, and be performing every step told to me by my supervisor and that is listed in the manual.  1. Observe coworkers, and try to duplicate their actions and maybe find my own techniques and routine. 2. Read manual, and ask questions about things I do not understand. 3. Perform the task, under observation of my peers and supervisors, making adjustments in my approach as needed.
To verify shipments of cash from our smaller branches to head office.  I will be performing the task in dual custody, and be performing every step told to me by my supervisor and that is listed in the manual.  1. Observe coworkers, and try to duplicate their actions and maybe find my own techniques and routine. 2. Read manual, and ask questions about things I do not understand. 3. Perform the task, under observation of my peers and supervisors, making adjustments in my approach as needed.
To prepare shipments of cash to the federal reserve.  I will be performing the task in dual custody, and be performing every step told to me by my supervisor and that is listed in the manual.  1. Observe coworkers, and try to duplicate their actions and maybe find my own techniques and routine. 2. Read manual, and ask questions about things I do not understand. 3. Perform the task, under observation of my peers and supervisors, making adjustments in my approach as needed.

Created: January 29, 2007 @ 03:11 PM
Last Modified: January 30, 2007 @ 10:11 AM

 





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