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How do I classify clients using ABCD categories?How do I determine the types of communication traffic?What productivity targets do I set for team members?What is billable time versus non-billable time?What charge rate multiple do I apply to production team members? What is the right resource mix when allocating Finders, Minders & Grinders to jobs?What is the best way to account for one-off fees when capturing fees won or lost?Can inactive employees be permanently deleted from People?What happens during the financial year rollover process?Can we allocate multiple roles to an employee e.g. A Senior Client Manager who is also a Chief Marketing Officer?
Troubleshooting

What productivity targets do I set for team members?

Productivity

Productivity relates to the percentage of time that your team members spend completing billable work for clients. The productivity target is dependent on the type of role and considers other non-billable tasks and responsibilities specific to team members. 

Productivity Targets 

Accounting TeamProductivityNon-chargeable time
Senior Client Manager (Finder)50-60%

As you build a team, productivity is:

  • 60% < $600k Fees 
  • 50% > $600k Fees

Non-chargeable time relates to winning new clients (Sales KPI), training the Assistant Client Manager and senior personnel, internal meetings and leadership activities.

Assistant Client Manager (Finder)70%Non-chargeable time relates to winning new clients (Sales KPI), working alongside the Senior Production Manager with technical training and internal meetings. 
Senior Production Manager (Minder)70-75%Non-chargeable time relates to managing the production team,
workflow planning & delegation, training, and developing standard operating procedures (SOPs). 
Senior Accountant (Grinder)80-90% 
Intermediate Accountant (Grinder)85-90% 
Junior Accountant (Grinder)85-95% 
Senior Bookkeeper (Grinder)80-90% 
Intermediate Bookkeeper (Grinder)85-95% 
Junior Bookkeeper (Grinder)85-95% 

 

Bookkeeping TeamProductivityNon-chargeable time
Senior Client Manager (Finder)60%Non-chargeable time relates to winning new clients (Sales KPI), training the Assistant Client Manager, internal meetings and leadership activities.
Assistant Client Manager (Finder)70%Non-chargeable time relates to winning new clients (Sales KPI),  training and internal meetings. 
Senior Production Manager (Minder)60-70%Non-chargeable time relates to workflow delegation, training, and developing standard operating procedures (SOPs).
Senior Bookkeeper (Grinder)85-95% 
Intermediate Bookkeeper (Grinder)85-95% 
Junior Bookkeeper (Grinder)85-95% 

 

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