Planning Approvals Manager – Daily Master Checklist – OLD

On a regular basis, the business will post important information on the staff bulletin section of GCONS.

Each shift you need to log in and download new bulletins and then confirm that you understand the content of the staff bulletin. 

you can find the guide here:

http://www.deckquotes.com.au/files/cgfb_guide/How_to_use_the_staff_bulletin.docx

Alerts are to be created to any project that has any of the following circumstances:

Any changes to the signed documentation and requires a new solution to be found and shared with the team of partners, customers and or staff.

Examples of this are:

• A vanity changes after the construction package is completed, because it was not available.
• The customer decides to change a paint colour

If an alerts is required all staff in the operations team are to be informed by email.

The alert is to be created in the project alerts section

https://account.docusign.com

When we do any task and required any Procedure then you will find Procedure in Template Master List in GCON

Set aside upto15 minutes to review the previous days and or shifts emails sent to customers. If there are subject matters or questions that you feel should be logged into the relevant  project Q/A then please do this.

The most efficient way to do this forward to the [email protected] highlight the question and or answer. 

These can be rhetorical questions such as Question:  Can we fast track the planning process?    Answer: This is not possible we are afraid? 

If you have a mobile phone attached to your position then its expect that you will return calls per shift.

If a message that comes from the 1300 number is forwarded for your action its a requirement for you to return that customer call.

If you return the customers call you must log the call result in the Sales Follow Up 

It is a requirement that the planning manager has a phone conversation each week with every customer in the planning approvals process. 

To efficiently manage this we suggest that the planning manager calls 2 - 3 customers per day and then set aside a day of the week to re-ring those that have not been spoken to. 

When calling the customer the Planning Manager will complete the following SurveyMonkey survey:

https://www.surveymonkey.com/r/Planningmanagerweeklycall

These surveys will be downlaoded by the Overseas Support Person each day and saved in a PDF format. 

Using the relevant reports generated on daily basis these being:

1. Planning Assessment Report: Convert Booking the Planning Assessment Report 
2. Proposal Checklist Report: Convert Tracking the progress of Proposals 
3. Construction Report: Inclusions and Operations team tracking the progress of the Operations team
   

You would review the Reports that are relevant to you and your stream ensuring that tasks are completed when possible. 

Logging on to ASANA and checking the development work that might have been logged for you or comments relating to tasks you are following or assigned to.