Training Program – Stephanie Anderson
Mentor: Kathryn Bentley
Tuesday, December 20, 2011
10:00 – NoonKathryn Bentley – Richmond – Conference Room/Club House/Maint. Shop
Staff Introductions and Office/Clubhouse Tour
Tour PM Office/Facilities Department
Overview of training agenda
Present SOE training manual for Stephanie to take home
Review Caton Companies/Properties Managed by MSC/Divisional Resources
Wednesday, January 11, 2012
9:00 – 12:00Lisa Harris –SOE Training Checklist - Richmond – Conference Room
MRI/Outlook Access
Computers & the MSC Network
Outlook Overview
1:00 – 5:00Lisa Harris – SOE Training Checklist - Richmond – Conference Room
Payroll Process
Accounts Payable
Thursday, January 12, 2012
9:00 – 11:00Melissa Johnson, Human Resources– Charlottesville – HR Office
Review New Hire Paperwork, Benefits, Timesheets, etc.
Grace Hill Access/Schedule/Print-Out of Assignments
Introduction to Accounting Department
11:00 – 3:30Lisa Harris – SOE Training Checklist–North Woods – Club Room
Record Keeping
Business & Leasing Offices
Resident Correspondence
Accounting Administration
Friday, January 13, 2012
8:00 – 9:00Computer Time, Desk Time, Email
9:00 – NoonKathryn Bentley – SOE Training Checklist – Richmond – Conference Room
Administration
Human Resources
Job Descriptions
Satisfacts
1:00 – 4:00Kathryn Bentley – SOE Training Checklist – Richmond – Conference Room
Call Source
Petty Cash
4:00 – 5:00Computer Time, Desk Time, Email
Monday, January 16, 2012
8:00 – 9:00Computer Time, Desk Time, Email
9:00 – 12:00Lisa Harris – Richmond – PM Office
Train on Monday Morning Payroll
Train on Accounts Payable for the Week
Review Monday Marketing Report
1:00 – 4:00Lisa Harris – SOE Training Checklist – Richmond – Conference Room
MRI for Dummies
4:00 – 5:00Computer Time,Desk Time, Email
Tuesday, January 17, 2012
8:00 – 9:00Computer Time, Desk Time, Email
9:00 – 12:00 Lisa Harris – SOE Training Checklist– Richmond – Conference Room
MRI for Dummies
1:00 – 4:00Lisa Harris – SOE Training Checklist – Richmond – Conference Room
Delinquency & Collections
4:00 – 5:00Computer Time, Desk Time, Email
Wednesday, January 18, 2012
8:00 – 9:00Computer Time, Desk Time, Email
9:00 – 12:00Kathryn Bentley – SOE Training Checklist – Richmond – Conference Room
P & L Statements & Analysis
Monthly Variance Report
1:00 – 4:00Kathryn Bentley – SOE Training Checklist – Richmond – Conference Room
Quarterly Financial Report
Budget Process Overview
4:00 – 5:00Computer Time, Desk Time, Email
Thursday, January 19, 2012
8:00 – 9:00 Computer Time, Desk Time, Email
9:00 – NoonJessica Armstrong –Richmond - Conference Room
Marketing Overview
Roles of Marketing Employees
Monday Reports, Google Analytics, Marketing Plan
1:00 – 4:00Grace Hill – Customer Service (update required)
4:00 – 5:00Computer Time, Desk Time, Email
Friday, January 20, 2012
9:00 – NoonKathryn Bentley – SOE Training Checklist – North Woods – Club Room
VRLTA
Environmental Issues
Company-Owned Vehicles
1:00 – 3:30Lisa Harris – SOE Training Checklist – North Woods – Club Room
Security Deposit System/Sure Deposit
Renewal Procedures
Monday, January 23, 2012
8:00 – 9:00Computer Time, Desk Time, Email
9:00 – 12:00Lisa Harris – Richmond – PM Office
Assist/Review Monday Morning Payroll
Assist/Review Accounts Payable for the Week
Cash Receipt System
1:00 – 4:00Kathryn Bentley & Lisa Harris – SOE Training Checklist – Richmond – Conf. Room
Property Inspections
Turnover
Form Samples/Letter Samples
4:00 – 5:00Computer Time, Desk Time, Email
Tuesday, January 24, 2012
8:00 – 9:00Computer Time, Desk Time, Email
9:00 – NoonBilly Wray Donald Scott – Richmond - Property
Tour of Shop
Inspect Maintenance Inventory
Roles of Staff
Pool/Pond Maintenance
Tour Tennis Courts & Playground
1:00 – 5:00Billy Wray & Donald Scott - Richmond – Facilities Department
Shadow Maintenance Team to Include:
Life Cycle of a Work Order
Review Scheduling of Maintenance Activities and Employees
Review Invoice Coding Performed by FM
Accompany Maintenance Team Member on Service Call
Wednesday, January 25, 2012
8:00 – 10:00Computer Time, Desk Time, Email
10:00 – 11:00Quarterly Financial Webinar (observation only)
1:00 – 4:00Grace Hill – Fair Housing (annual update required)
4:00 – 5:00Computer Time, Desk Time, Email
Thursday, January 26, 2012
8:00 – 9:00Computer Time, Desk Time, Email
9:00 – Noon Lisa Harris – SOE Training Checklist – Richmond – Conference Room
Month-End Close-Out Procedures
Safety Meetings
Monthly Team Building
1:00 – 4:00Lisa Harris – SOE Training Checklist – Richmond – Conference Room
Work Order System
Key Policy
Weekly Staff Meetings – Agenda/Content
Friday, January 27, 2012
8:00 – NoonComputer Time, Desk Time, Email
1:00 – 5:00Jessica Armstrong – Richmond - Conference Room
Rent Sentinel
Product Knowledge
Model Tour
Property Tour
Monday, January 30, 2012
8:00 – 9:00Computer Time, Desk Time, Email
9:00 – NoonLisa Harris – Richmond – PM Office
Assist/Review Monday Morning Payroll
Assist/Review Accounts Payable for the Week
Review Monday Marketing Report
1:00 – 3:30Kathryn Bentley – SOE Training Checklist – Richmond – Conference Room
Safety & Security
Education & Training
Policies & Procedures
3:30 – 4:30Lisa Harris – Richmond – Conference Room
Open Review Time
Wednesday, February 1, 2012
8:00 – 11:00Computer Time, Desk Time, Email
11:00 – 1:00Rick Jones/Ronda Puryear – Richmond – Club Room
Presentation of Training & Curriculum Report
2:00 – 5:00Nicole Ford – Richmond
Shop Competition with Nicol Ford
Copper Mill
Copper Spring
Springfield Commons
Thursday, February 2, 2012
8:00 – 9:00Computer Time, Desk Time, Email
9:00 – NoonNicol Ford - Richmond
Shop Competition
Hickory Creek
Legacy at Mayland
Broadmoor
Sundance Station
Notes:
- All required Grace Hill, except those listed above, have been completed and certificates have been collected by Kathryn Bentley and forwarded to Melissa Johnson and Andrea Heide.
- Site staff has been directed to operate as if they don’t have a PM for this entire training period.
- When doors are closed to the PM Office and Conference Room, there will be no interruptions.