The following is a complete Table of Contents to this site.
1.0 Purpose of Manual, License and Warranty Information
1.2.0 Always Seek Advice of Legal Counsel
1.4.0 Restrictions and Conditions of Use
1.5.0 Terminations Upon Breach
1.7.0 Disclaimer of Warranties
1.8.0 No Liability For Incidental or Consequential Damages
1.9.0 Miscellaneous Provisions
2.0 Business and Strategic Planning
Introduction and the essentials of a plan.
2.1.0 Business and Strategic Planning
2.2.2 What Products and Services Will You Provide?
2.2.3 What Will Distinguish You from the Competition?
2.2.4 What are the Company's Goals for the Next Six Months?
Marketing analysis and strategies.
2.3.1 What is the Geographic Region?
2.3.2 What are the Demographic Characteristics of the Target Market?
2.3.3 How Will You Promote/Advertise Your Business
2.3.4 List Your Products or Services
2.3.5 What Factors are Used in Setting Prices?
2.3.5.1 What are the Sources of this Information
2.4.1 How Many Major Competitors
2.4.2 Additional Information about the Competition
2.5.1 List the Titles of the Management Staff
2.5.3 What is the Succession Plan
2.6.1 Staffing Needs Dictated by Seasonal Work
2.6.2 Staffing Needs Not Dictated by Seasonal Work
Financial analysis and strategies.
2.7.0 Personal Financial Status
2.8.1 Sample Portions of a Pro Forma and Cash Flow Projection Statement
2.9.0 Answers to Commonly Asked Questions
2.9.1 What Information Should Be Provided To the Bank
2.9.2 What Should Be Done If the Organization is Going Public
2.9.3 What Information is Needed Regarding Buying/Leasing//Renting Equipment and People
Additional important considerations.
2.9.4 How To Handle Reductions in Force
2.9.7 Minimizing the Cost of Complying with Federal, State, and Local Regulations
2.9.8 Identifying Training Needs
2.10.0 Sources of Information for Business/Strategic Plan Checklist
3.0 The Position Matrix Communication System
Gathering Information - Manual Processes
3.1.0 What Information to Gather
3.2.0 What to do with the Information
3.2.1 How to Complete the Demographic Information Compilation Data Sheets
3.2.2 How to Complete the Macro Activity Data Sheet
3.2.3 How to Complete the Tools and Processes Data Sheet
The Position Matrix and its Uses
3.2.4 How to Use this Information
3.2.5.2 Training a New Employee
3.2.5.4 Sale and Purchase of Equipment
3.2.5.5 Helping Poor Performers
3.2.5.6 Leave of Absence and Vacation Planning
3.3.0 How to Complete a Position Matrix - The Position Matrix Workshop Handbook -
This section uses the Position Matrix Workshop Handbook to illustrate the components and completion of a Position Matrix. This file may be saved to print copies of this handbook for your use.
This section requires Adobe Acrobat Reader for viewing. If you do not have Adobe Acrobat Reader, click on the thumbnail below for a free download. If you have trouble with the download, please give us a call at 219.436.6330 and ask for assistance.
Additional Tools
3.3.0.1 Tools & Processes Worksheet -
This worksheet is handed out prior to the Position Matrix Workshops (and the Handbooks, see below) and is used to start workshop participants thinking about Macro Activities they perform and Tools & Processes they use in performing those Macro Activities. It may be customized prior to use, if need be or desired. It should be handed out prior to the workshops with the Tools & Processes Checklist and the Introduction to the Position Matrix.
In addition to the Position Matrix Workshop Handbook, there are two PowerPoint slide presentations that can be used to facilitate either individual Position Matrix development or Position Matrix workshops for groups. To view these presentations, click on the following titles.
3.3.1 Position Matrix Workshop
3.3.2 Position Matrix Workshop, Executive and Senior Management
For information on viewing PowerPoint presentations on the web, please review this file: Viewing PowerPoint Presentations
3.4.0 Position Matrix Workshop - Facilitation Tasks and Master Checklist -
This file shows the steps to conducting a Position Matrix Workshop to install the Position Matrix in an organization. It can be published as a separate web site for use by facilitators as a communication tool with clients during the facilitation process. If you are interested in having a copy published for your facilitation process, please contact us at information@rosternetwork.com. If the facilitation is for ISO 9000, other quality system documentation, Activity Based Management or Medicare - Medicaid compliance, use one of the Facilitation Tasks and Master Checklists found elsewhere on this page as they all contain the steps for Position Matrix Facilitation.
3.4.0.1 Position Matrix Facilitation Flow Chart - This file illustrates the basic steps in facilitating and using the Position Matrix.
The Position Essentials Worksheet
3.5.0 Description of Position Essentials Worksheet
3.5.1 Who Completes the Position Essentials Worksheet
3.5.2 How to Complete a Position Essentials Worksheet
3.5.3 What to do with Completed Position Essentials Worksheets
The Position Essentials Worksheet
3.5.0 Description of Position Essentials Worksheet
3.5.1 Who Completes the Position Essentials Worksheet
3.5.2 How to Complete a Position Essentials Worksheet
3.5.3 What to do with Completed Position Essentials Worksheets
3.6.0 Description of Performance Appraisal Process
3.6.1 Who is Involved in Performance Appraisals
3.6.2 Written Performance Appraisal
3.6.3 How to Calculate the Performance Appraisal Rating
3.6.4 What to do with Completed Performance Appraisals
The Meeting Matrix and the Project Matrix
3.7.0 The Meeting Matrix and the Project Matrix
4.0 Hiring Employees
4.3.0 The Importance of Objectivity
4.6.0 Defining an Existing Position
Sourcing and Managing Applicants.
4.9.0 Using Search Firms, Placement Offices, and Other Headhunters
4.10.0 Placing Ads, Using the Internet, and Other Sources
4.11.0 Identifying Qualified Candidates
The Americans with Disabilities Act ("ADA")
4.14.1 Medical Tests and Inquiries and the ADA
4.14.2 Using the Position Matrix for ADA Compliance
Testing as an Applicant Screening Device.
4.16.0 Other Applicant Testing
4.17.0 Immigration Laws and Eligibility
4.20.1 Initial Information Gathering Process
4.21.1 List of Permitted and Prohibited Interview Questions
5.0 Employment Practices
HR Practices and Procedures Review
This is a questionnaire that identifies needs and opportunities for improvement in HR systems and procedures.
The above section requires Adobe Acrobat Reader for viewing. If you do not have Adobe Acrobat Reader, click on the thumbnail below for a free download. If you have trouble with the download, please call us at 219.436.6330 and ask for assistance.
Employment Practices Risk Management, the Legal Background
5.1.1 Sources of Legal Liability
Employer and Equal Employment Opportunity Policies
5.2.0 Establishing Employer Policies
5.3.0 General Company Policies and Required Postings
5.4.0 Equal Employment Opportunity Policy
5.6.0 Security of Persons and Property
Employee Policy and Procedures Handbook
5.7.0 Introduction for Employers
5.7.2 Equal Employment Opportunity
5.7.4 Drug-Free/Alcohol-Free Workplace
5.7.5 Security of Persons and Property
5.7.6 Employee Records Access Policy
5.7.7 Confidential Information
5.7.8 Cooperation With Investigations
5.7.9 Dispute Resolution Procedure
5.7.10 Employer's Right to Elect to Resolve Disputes by Arbitration
5.7.11 Employee Conduct/Employment At Will
5.7.12 Communications and E-mail Policy
5.7.13 Acknowledgment of Receipt of Handbook and Agreement To Adhere To Company
Wage and Hour Laws and Employment of Minors
5.9.0 Minimum Wage and Overtime Laws
Employee Complaints, Disputes and Investigations
5.13.0 Procedures For Dealing With Employee Complaints
5.14.0 Dispute Resolution Procedure Outline
5.15.0 Investigation Procedures
Using Temporary Employees and Independent Contractors
5.16.4 The Importance of Objectivity
5.16.6 Defining a New Position
5.16.7 Defining an Existing Position
5.16.8 Identifying Qualified Candidates
Employment Background Reports/Requested Information
5.17.0 Employment Background Reports
5.17.1 Risk Management Essentials
5.17.2 How to Handle Requests for Background Information
5.17.3 How to Order Employment Background Reports
5.18.0 Employee Record Keeping
5.18.1 Types of Employee Records, Uses and Access
5.18.2 Employee Access To Employee Records
5.18.3 Employee Records Access Policy
5.18.4 Record Retention Requirements Under Federal and State Law
5.18.5 Additional Employee Record Keeping Policies
5.19.0 Required Postings, Federal and Indiana
5.19.2 Equal Employment Opportunity
5.19.3 Occupational Safety and Health
5.19.5 Unemployment Compensation
5.19.7 Postings Required in Other States
Discipline, Reduction in Force and Terminations
5.20.0 Discipline of Employees
5.20.3.1 Developing Sound Termination Policies
5.20.3.2 Carrying Out A Termination
5.20.3.3 Termination Checklist
5.20.4 Conducting An Exit Interview
5.21.0 Family and Medical Leaves
5.21.3 Serious Health Condition
5.21.5 Compensation for FMLA Leave
5.21.6 Intermittent or Reduced Hours Leave
5.21.7 Job and Benefits Security
5.21.8 Continuation of Group Health Plan Coverage
5.21.9 Employee Notice Requirements
5.21.10 Health-Care-Provider Certification
5.21.11 Nondiscrimination/No-retaliation Policy Statement
6.1.2 Federal Income Tax Withholding
6.1.5 State and County Income Tax Withheld
6.1.8 Employer Responsibilities
6.2.0 Payroll Service Companies
6.3.0 Independent Contractor Worksheet
7.0 Quality Systems
7.2.0 Quality Management Systems
7.4.0 Objectives of Quality Management System Elements
7.5.0 Quality Management Systems
7.6.0 Definition of Quality Management System Elements
7.6.1 Management Responsibility
7.6.5 Document and Data Control
7.6.7 Control of Customer Supplied Product
7.6.8 Product Identification and Traceability
7.6.11 Control of Inspection, Measuring and Test Equipment
7.6.12 Inspection and Test Status
7.6.13 Control of Nonconforming Product
7.6.14 Corrective and Preventive Action
7.6.15 Handling, Storage, Packaging, Preservation and Delivery
7.6.16 Control of Quality Records
7.6.17 Internal Quality Audits
7.7.0 Registration To ISO-9000
7.7.1 Guidelines For Selecting A Register
7.7.2 ISO-9000 Registration Process
7.9.0 Quality Management System Forms
8.0 OSHA and Workers Compensation
8.1.0 OSHA Acts, OSHA Standards, Inspections, Citations and Penalties
8.3.2 Where to get Copies of Standards
8.4.0 Record keeping And Reporting
8.4.1 Injury and Illness Records
8.5.0 What Employers Need To Know
8.8.0 Voluntary Protection Programs
8.10.0 Employer Responsibilities and Rights
8.11.0 Keeping Up To Date On OSHA
8.12.0 How Did The Worker's Compensation System Develop?
8.13.0 Frequently Asked Questions On Workers' Compensation
8.16.0 Increasing Injuries Mean Lost Company Profits
8.17.0 Health Awareness And Wellness Programs
8.18.0 Fraudulent Workers' Comp Claims
8.20.0 Using the Position Matrix for Workers' Compensation Risk Management
8.21.0 Workers' Compensation and the ADA
9.3.0 Training Should be Quick and Easy
9.4.0 Individual and Group Outcomes and Performance
Identifying Your Training Needs
10.0 Risk Management and Regulatory Compliance
10.0 Risk Management Techniques and Solutions
10.1 Risk Management Techniques and Solutions for Health Care Providers
10.2 Medicare-Medicaid Compliance Systems Summary
10.2.1 Federal Fraud Enforcement Compliance
10.2.2 Development and Implementation of a Management and Compliance Plan
10.2.3 The Documentation Process and Team
10.2.4 Plan Operation and Management
10.2.5.2 Position Matrix Audit Procedures
The above 2 sections require Adobe Acrobat Reader for viewing. If you do not have Adobe Acrobat Reader, click on the thumbnail below for a free download. If you have trouble with the download, please call us at 219.436.6330 and ask for assistance.
10.2.6 Position Matrices for Professionals and Client Staff
10.2.7 An Analysis of the Roster Network System under the OIG Compliance Program