Operational plan

1. ENABLE
   1. Fees
   2. Tasks

1. FPR
   1. Agenda
2. Meeting prep
   1. Checklists
3. General Admin
   1. Post
   2. LOAs
   3. Client contact
   4. Petty Cash

1. Tidy up

1. Personal Development plans
2. Focus points
3. Bonus plan
4. Objectives

1. Team perks
2. Social
3. Library

Annotations:

• Arrange training 

1. Structure
2. Job Descriptions

1. Sign off
2. Contracts

1. Onboarding

1. Quaterly meetings?

   Annotations:

   • Start for 2020 Whats the goal Create some passion
2. Weekly catch up with Ops and Iain

   Annotations:

   • Need to get these as standard Create an agenda 
3. Full team meetings

   Annotations:

   • Get team engaged in meeting Not at desks

1. What are our goals?
   1. Whats the team working towards?

1. Tidy
   1. Lay out
      1. Budget

1. TCF
2. MIFID
3. SMCR
4. Audits
5. Due Diligence