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Outline of On-the-Job Training Plan and Method of Assessment: <br />ELEMENTS OF TRAINING HOURS OF <br />TRAINING <br />Objective I Will be trained effectively in executive office management. 134 <br />1. Phone skills <br />• Proper phone protocol and etiquette <br />• Taking new customer orders <br />• Dealing with difficult and/or demanding customers <br />• Advanced phone technology training i.e. videoconferencing, state of the art <br />multi-line phone systems etc <br />2. General and advanced office organizational skills training <br />• Booking travel reservations and accommodations <br />• Proofreading correspondence <br />• Faxing , filing and messages <br />• General office machine maintenance, changing ink etc. <br />• Maintaining paper and electronic filing systems for: records, invoices, <br />• Accounts payable, <br />• UPS shipping documents, reconciliation. <br />3. Sales Training: as it relates to HVAC industry <br />• Answer phone - take messages, orders or in office follow-up <br />• Assist in follow-up calls to customers to for replacement filters. <br />• Calls to trade show leads and customers <br />• Introducing new products to customers <br />• Review scripts for sales calls <br />• Work with her on practice sales calls <br />• Preparing Excel lists and importing for mailings and tract calls to leads. <br />4. Advanced computer and computer software training <br />• advanced training in Excel <br />• software training using desktop publishing <br />Measurement Method: Q & A, task observation and inspection. Goal is to achieve rate of proficiency <br />within first Month and a half of training. <br />Objective 2 Will be trained effectively in general accounting. <br />1. Extensive Training in QuickBooks 2013 premier edition software 120 <br />2. Training - accounting concepts, input, creating and managing invoicing, <br />3. Inventory tracking - physical counts, update <br />4. Accounts receivable - collection phone calls & emails <br />5. Posting and paying accounts payable, <br />6. Posting sales invoices, running credit card charges, recording checks received. <br />7. Training in monitoring company cash flow <br />Measurement Method: Q & A, task observation and inspection. Goal is to achieve rate of proficiency <br />within subsequent three and a half months.