KPI's
RESPONSIBILITIES
COMUNICATION
PERFORMANCE METRICS
TOOLS
100
Key Performance Indicator
What does KPI stand for?
100
Ascend Utilization, Reis Utilization, Salesforce Utilization, CSL Program templates, and EH Program
What is the ML accountable for Compliance?
100
ML, CSL/Consultant, Office Coordinator
Who should be participating in the weekly Case Management Reporting?
100
Revenue generated tied to budget
What is the KPI associated with field delivery activities?
100
Appeal Recommendation template
What is the template every Consultant should use to communicate an Appeal Recommendation?
200
Revenue Growth, Billing Efficiency, Forecast Accuracy, Data Integrity, and Tool Utilization of the entire company!
What are the KPI's measuring?
200
It is the responsibility of the ML to ensure Paradigm has appropriate representation at local market events, conferences and participates in key organizations within their geographic responsibility. It is also the ML's responsibility to drive the quality of our services.
Who is responsible to insure Paradigm is a known brand and is highly respected?
200
Business Plan Development & Review and Budgeting
What are two activities completed annually with Regional Director involvement?
200
Forecast, Bridge, A/R review
What are three financial activities/reports completed at least monthly?
200
The ML's will rotate responsibility.
Who will host the ML Monthly meeting?
300
Ascend utilization report, Salesforce utilization report, and CSL survey
What is the method in which we will measure tool utilization?
300
The ML’s responsibility is to ensure the Consultant is aware of the value the program brings and provides leadership to ensure the Consultant follows the direction of the CSL, utilizes the program templates and communicates through and back to the CSL.
What is the responsibility of the ML regarding the CSL program?
300
Market Update, Revenue (Forecast/Actual Variance), Risks & Risk Mitigation Plan, KPI Scorecard Review, Talent Update
What are the five reporting items included in the Quarterly Market QBR?
300
Percent of appeals won vs. filed, # of completed tax estimates, # of properties managed/assigned, # of returns filed.
What are three of the metrics used to manage our business from a Field Delivery perspective?
300
Deadline reviews Hearing calendar Operational updates Financial Update Sales Q&A
What are the six topics a ML should cover in a Weekly meeting?
400
> 95% of invoices must be approved vs Pending approval
What is the measurement to achieve Dark Green status in Billing Efficiency?
400
In the sales process for the local market it is the ML who is accountable.
Who is accountable for developing targets in the local sales process?
400
To keep all team members and clients proactively informed and updated on objectives and activities, driving consistency in quality of delivery of service.
What is the purpose of a communication plan?
400
ITY/FTY listed in SalesForce vs. Actual
What is the metric used to measure Salesforce utilization?
400
Utilizing the last page of the ML Playbook for links.
What is the easiest way to access other Tools and Playbooks?
500
To drive $20m EBITDA on $53m Revenue in 2017
What is the objective of KPI's for the ML program?
500
Driving the achievement of new sales and revenue to meet the budget each month.
What is the ML's responsibility to meet the $53M budget?
500
The forum where CSL's and ML's will collaborate and where ideas and views on a particular issue can be exchanged.
What is the CSL/ML Collaboration Meeting.
500
Performance Metrics Scorecard
What is the method to report Performance Metrics status?
500
Where should I go every time I want to use the ML Playbook?