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Finance Hub Project Expectations Tool

The Expectations Tool outlines the objectives and responsibilities for Deyuran Moodly, a Project Analyst, over a six-month period under the management of Trish Samuel. Key business objectives include project management for the Finance Hub transition, stakeholder communication, ERP implementation, and training development, with success measured through stakeholder satisfaction and operational efficiency. Additionally, Deyuran aims to pursue project management certification to enhance skills and contribute to team collaboration within the Finance Hub.

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2 views2 pages

Finance Hub Project Expectations Tool

The Expectations Tool outlines the objectives and responsibilities for Deyuran Moodly, a Project Analyst, over a six-month period under the management of Trish Samuel. Key business objectives include project management for the Finance Hub transition, stakeholder communication, ERP implementation, and training development, with success measured through stakeholder satisfaction and operational efficiency. Additionally, Deyuran aims to pursue project management certification to enhance skills and contribute to team collaboration within the Finance Hub.

Uploaded by

deyuranm
Copyright
© All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd

Expectations Tool

This tool summarises what’s expected of you in the relevant period as agreed in your Expectations conversation. It
describes up to 5 Business Objectives and at least 1 Development Objective. By delivering upon all of this, you’ll be meeting
expectations e.g. on track with your performance. Once completed, discuss it in regular 1:1 Progress conversations with
your manager.

Employee Name & Role: Manager Name & Role: Time Period:
Deyuran Moodly Trish Samuel 6 Months
Project Analyst

My Why – what matters to me about working here and the impact I want to have
Iam driven by the goal of delivering the full Finance Transformation Project to completion within the accurate deadline.
The opportunity to contribute to the successful establishment of the Finance Hub and ensuring all transitions,
implementations, and standardisation are executed efficiently and effectively inspires me to perform at my best.

Business Objectives –A summary of the most important things to deliver this period and how my success will be
measured.
No Objective Description Measures of Success End Date
1 Project Successful transition of
Lead project management efforts
Management for activities, stakeholder
for the transition of activities into End of Q4 2024
Finance Hub satisfaction, project milestones
the new Finance Hub.
Transition met.

2 Ensure effective communication


Regular updates provided,
Stakeholder and alignment between all
stakeholder feedback positive, Continuous
Communication stakeholders involved in the
issues resolved timely.
transition.

3
Oversee the implementation of ERP systems successfully
ERP
ERP systems to streamline hub implemented, users trained, End of Q4 2024
Implementation
operations. system operational.

4 Software implemented,
Implement additional software
Additional Software integrated with existing
solutions to support the finance End of Q3 2024
Implementation systems, operational efficiency
hub's activities.
improved.

5
Manage the project risk register, Updated risk register, effective
Risk Management focusing on process/control risks mitigation strategies Continuous
during knowledge transfer. implemented.

6 Training and Develop and deliver training Training sessions conducted, July 2024
Development programs for staff on new staff competency improved,
processes and systems. feedback positive.

7 Performance Establish performance metrics and Performance metrics July 2024


Metrics and reporting mechanisms to track the defined, regular reports
Reporting success of the transition. generated, improvements
tracked.
8 Process Plan and execute process Standardized processes Q4 2024
Standardization standardization within the Shared documented, at least one
Service Centre. workshop completed.

Development Objective – how I will grow professional and personally, and in doing so, deliver my business objectives.

No Objective Description End Date


1 Project
Pursue certification in project management to enhance skills and
Management Q4 2024
effectively manage transitions.
Certification

Other Responsibilities – outlines anything else I am accountable for in addition to my objectives

Responsibility Description
Team Collaboration Contribute to the wider Finance Hub, supporting team members as
needed to ensure continued success.

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