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checklist, planning
41 Master Tasks
  Publicerad av Emanuel Sidea

Managing Up
1. Meeting with the Chairman
2. Responding to the Chairman’s requests
3. Providing the Chairman with agreed-upon reports
4. Preparing for Board of Directors’ meetings
5. Making presentations to Board of Directors

Business Planning
1. Casting corporate vision
2. Defining corporate strategy
3. Reviewing Group and Divisional Strategic Plans
4. Reviewing Group and Divisional Annual Plans

New Business Development
1. Identifying new internal growth opportunities
2. Commissioning plans for new internal growth opportunities
3. Identifying new acquisition opportunities
4. Meeting with and courting prospective sellers
5. Evaluating acquisition opportunities
6. Recommending acquisition opportunities

Employee Development
1. Coaching my direct reports
2. Challenging my direct reports to think bigger
3. Preparing for and chairing weekly Publisher Roundtable Meetings
4. Meeting weekly with my direct reports
5. Preparing for and conducting direct report reviews
6. Recruiting and hiring new executive team members

Author Relations
1. Monitoring the performance of our top ten authors
2. Visiting each of our top ten authors on an annual basis
3. Building relationships with our top ten authors

Customer Relations
1. Monitoring the revenues of the company’s top ten customers
2. Visiting each of our top ten customers, in-person, on an annual basis
3. Building relationships with our top ten customers

Investor Relations
1. Co-leading the quarterly earnings conference calls
2. Making presentations to prospective investors
3. Returning phone calls to investors
4. Overseeing the creation of the Annual Report
5. Returning calls to analysts and answering questions

Media Relations
1. Overseeing corporate publicity
2. Representing the company to the local and trade press
3. Returning calls to the press and answering questions
4. Building relationships with the press

Financial Oversight
1. Chairing monthly financial review meetings with group and division leaders
2. Reviewing and approving financial decisions that exceed the approval level of my direct reports
3. Providing direction and guidelines to the annual budget process
4. Reviewing and certifying 10Ks and 10Qs prior to filing
5. Insuring that we exceed our financial objectives

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