System Study Planner

Sl No Activity Assignee Due date

1 Document stating the business of the firm
Vision Mission, Goals,Milestone etc
2 Products and its variants of all the units
3 Branches / Godowns details
4 Job Work details
5 Existing Departmental Structure
Technical
Operation
Execution
Marketing
Accounts and finance
HR
6 Existing Departmental Functions
Manufacuring
Transporation & assembling
Marketing activities
Accounting
7 Existing Organisational Structure
8 Department Heads (HODs) and their JD with reporting details
Operation head
Execution head
Marketing head
Accounts and finance head
HR head
9 Employees’ Details through the data sheet
10 Existing Job Descriptions for all Designations
11 Existing Registers and Records
12 Existing Reports (MIS)
Existing Meetings
13 Existing Organisational Policies
14 Recruitment Policies
15 Employee Welfare Plans
16 Employee Incentive Plans
17 Existing Performance Management
18 Existing Performance Apprisal Method
19 Trainings
20 Business Process instalation
21 Business Process Marketing / Sales
22 Business Process Service
23 Business Process Purchase
24 Business Process Store
25 Business Process Delivery / Logistics
26 Business Process Material Management
27 Employeewise installation analysis
28 Business Process Management of Damages/Wastages
29 Business Process Customer Relationship Management
30 Business Process Debtors’ Management (Collection Process)
31 Business Process Supply Chain Management
32 Existing accounts Tree
33 Existing Accounting System
34 Existing Enterprise Resource Planning (ERP) / Software
35 Existing Branding and Promotional Activities
36 Existing Job work and work outsourcing Strategy
37 Job work Terms and Conditions
38 Customer database
39 District wise sales analysis
40 Executive wise sales analysis
41 Product Segment wise sales analysis
42 Product wise sales analysis
43 District wise product segment sales analysis
44 Executive wise product segment sales analysis
45 Outstanding report
46 Age wise outstanding report
47
48
49
50
51
52
Status

Completed
WIP
Not Started
Sl.No. EMPLOYEE NAME DESIGNATION 1 to 1 meeting
1 RESMI MANOJ Manager - Admin
2 SMITHA Process Co-ordinater 11/12/2019
3 SUMIYA .K.R Office Asst. 11/12/2019
4 NISHA DINESH Manager HR 11/12/2019
5 REJINI JOY Sales Co-ordinater 11/12/2019
6 LATHIKA Accounts Exe.
7 MRUDU KRISHNA K R Sr.Engineer Projects
8 SUJITH K N Manager Finance
9 NISHA U Customer care service
10 RAJIMOL SHIJO Tender Executive 11/12/2019
11 AKHILESH KUMAR NAIR Engineer Projects
12 MIDHUN K N Asst.Manager Projects
13 JOHNS STERDY Engineer Projects
14 MUHAMMAD ANIZ Engineer Projects
15 ELDHO PAUL Technician 11/9/2019
16 JIJO C JOY Technician 11/9/2019
17 HAREESH KUMAR Installation Head 11/9/2019
18 SANDEEP.K.S Technician 11/9/2019
19 SREERAJ V R Technician
20 RAJEENDAR KUMAR Technician 11/9/2019
21 SANOOP A.S Technician 11/9/2019
22 ALWIN ANTONY Material Delivery Exe.
23 ABHIJITH Y Technician 11/9/2019
24 JIBI N A Technician
25 KIRAN MOHAN Sales Head
26 SHANOOJ I Asst. General manager
27 RAHUL G KUNNATH Engineer Sales
28 RIYAS SHAJAHAN Engineer Sales
29 ASWIN PAUL Engineer Store
30 MOHANDAS M.S Office asst. 11/9/2019
31 SHAJI.KM Driver 11/9/2019
Sl No Documents
1 Completion Report
2 Commission Report
3 Documents from HR
4 Checklist from Sumiya
5 Documents from Process coordinator - Smitha
6 FAQ from Sumiya
7 Dealer Agreement
8 List of Websites from Rajimol
9 List of documents for tendering
10 Vendor List for Reshmi Mam
11 Mater file - from Reception
12 Excel file from reception
13 Software
14 Meeting Minutes from H R