NextTech Dual: Operations/HR/IT Plan

NextTech Dual
Operations Plan Human Resources Plan IT Plan

Presented to: NextTech Board of Directors

Presented by: Brittany Valela, Chief Operating Officer (COO) Steven Wihelm, Operations Director

Last Revised: 12/09/2013

NextTech Dual: Operations/HR/IT Plan

Table of Contents
Table of Figures/Illustrations ............................................................................................................ 3 Introduction .............................................................................................................................................. 4 Full Facility Layout ................................................................................................................................. 4 Equipment Needed ................................................................................................................................. 5 Production Plan ....................................................................................................................................... 5 Critical Path ............................................................................................................................................... 6 Partnership Agreement ........................................................................................................................ 7 Back-up Plans ........................................................................................................................................... 8 NextTech Dual Personnel .................................................................................................................... 8 United States Regional Sales and Marketing Territories ......................................................... 9 Benefits Policy ....................................................................................................................................... 10 Technology Plan ................................................................................................................................... 12 Training Plan ......................................................................................................................................... 13 Growth Plan ........................................................................................................................................... 15 Appendix .................................................................................................................................................. 16 Appendix A: Facility Blueprint ................................................................................................... 16 Appendix B: Employee Titles...................................................................................................... 17 Appendix C: Employee Salaries ................................................................................................. 18 Appendix D: Employee Flowchart ............................................................................................ 24 Appendix E: Employee Job Descriptions ................................................................................ 25 C-Suite.................................................................................................................................................. 37

NextTech Dual: Operations/HR/IT Plan

Table of Figures/Illustrations
Figure 1: Employee Delegations Figure 2: Sales & Marketing Territories Figure 3: Training Plan 9 10 14

NextTech Dual: Operations/HR/IT Plan

Introduction
As a marketing and sales plan is crucial to introducing the NextTech Dual, it is equally important that we acquire the proper facility where all employees critical to the distribution of the NextTech Dual can work and function. Partnerships and shipping arrangements must be set in order prior to distribution beginning, as well. We also need to ensure that the necessary staff is hired and trained, with room for employee growth as the sales increase over the years. NextTech must also establish any IT requirements that are imperative to the success of our new product. The following pages will detail the important factors related to the Operations, HR and IT departments pertaining to the distribution of the NextTech Dual.

Full Facility Layout

The facility layout will be a 5000 sq. ft. office space. We will utilize a space in the current NextTech office. They will let us operate out of it for a cost of $7500/month. NextTech has also agreed to let us utilize their warehouse so we can ship all of our tablets. The office will contain enough space for all of the heads of the departments. The sales associates will all have cubicles to work out of within this give space, as well. The finance department will have a separate area within this space to work out of. When you initially walk into the office you will notice a desk where the administrative assistant will be. From there you will have two offices next to each other on the left hand side. One will be for the CEO and the other will be for the President. Then on the right side you will notice all of the cubicles for the Marketing and Sales departments. On the left side just past the second office you will notice a conference room where we will hold our meetings. Heading straight back we will have the kitchen

NextTech Dual: Operations/HR/IT Plan and break area. Going through a door on the other side will be the Human Resources and Operations departments. The finance department will also be located on this side of the building. The warehouse will be the same warehouse that NextTech uses. We will be utilizing this space because of the advantages it has to offer. The first is location cost. We wont have to worry about finding a warehouse to hold our tablets in. We also wont have to worry about hiring extra staff such as security, general warehouse workers, custodians, etc Another advantage is we do not need to have a warehouse yet. We are only distributing one product and until we start to develop more items, utilizing NextTechs warehouse is the best option. Another advantage to using NextTechs warehouse is utilizing one centralized location. Being in the same building as the warehouse helps to maintain our quality control at a much higher standard than if it was offsite. Another advantage this gives us it the ability to track shipping much easier.

Equipment Needed
The equipment that we will need to run the day-to-day operations is as follows. We will need office equipment that will entail office furniture (desks, swivel chairs), office supplies (pens, paper etc), multi-line telephones, fax machines, network capable printers, computers and a copy machine. Since we will be using NextTechs warehouse we do not see any need for warehouse equipment at this current point in time.

Production Plan
The first step required in our production plan is to establish where we will be shipping our product. Since we wont have to worry about manufacturing the product 5

NextTech Dual: Operations/HR/IT Plan ourselves, we can instead focus on the day-to-day operations of shipping the product out. We will first need to establish whom we will be shipping to. The two companies that we have decided to ship to are Target and Best Buy. Target and Best Buy have both agreed to stock our products in their warehouse. They will then distribute the product to their stores nationwide. The sales and marketing team will work with them to divide how much product goes where. We will also be delivering out of NextTechs warehouse for all online orders that will be purchased through Amazon and our own website, www.nexttechdual.com. In regards to shipping, we have entered into a contract for five years with Dorhn. They have agreed to ship our product for six cents an item. They will pick up from the Chicago warehouse and then deliver the pallets to Minneapolis, Minnesota to the Target and Best Buy distribution centers. When an online order is placed, whether it be from Amazon or our own website we will distribute through FedEx. The shipping cost will vary depending on what kind of shipment the customer chooses.

Critical Path
The first step we will need to take is obtaining a building. The building will be connected to the current NextTech building. The next step will be to negotiate a lease. This will determine how much rent we pay and what is financially expected from us. Once we have established a home office, we need to establish contracts with the companies that will be shipping our product to, which are Target and Best Buy along with taking our online orders. Once said contracts have been established we will then need to start looking for a competent management staff. This management staff has to be

NextTech Dual: Operations/HR/IT Plan experienced in retail as well as have management experience. Once the management level has been selected, we will be ready to launch our product.

Partnership Agreement
We have partnered with NextTech to create our new 7.7 inch tablet called The NextTech Dual. Initially, we began as employees within NextTech but we then decided to branch out and start a new division. Because of this, we have a separate building connected to NextTechs office in Chicago. NextTech has agreed to fund the capital needed to launch the NextTech Dual project. Since we will be operating within the NextTech family, all control will still be designated to NextTech and we will not have any ownership. Even though we wont have any ownership for this newly formed division, we will have our own management structure along with our own departments. As far as the operations part of the partnership is concerned, we will utilize NextTechs current warehouse. Within this facility we will utilize the manufacturing plant where we plan on producing the devices. We also plan on employing the current warehouse staff for our own use. By doing this, we can reduce the amount of capital needed to launch this project because we are initially only shipping one sku. Once we are able to payback our initial investment, we then plan to expand to another, bigger, location. With regards to management, even though we wont have financial control, we will have control over management. We plan on employing our own management staff. This staff will include top executives along with directors and managers of each department. This will entitle us to act as our own company should we decide to separate ourselves

NextTech Dual: Operations/HR/IT Plan from NextTech in the future. Although we will have our own management staff we will still need financial assistance. This assistance will come directly from NextTech. NextTech will provide us with the needed capital along with any needed amount of Duels. With this comes the promise that we break even within the first 18 months.

Back-up Plans
One scenario that we have foreseen is if for some reason Dorhn cannot make a delivery, we must have a backup-up plan established. We have entered into another contract with UPS Freight for five years. UPS has agreed to ship our tablet at a slightly increased cost. We have agreed to seven cents per item. Another shipping scenario that we have determined is in regards to online orders. As stated above we will be using FedEx for all local shipping but should we need extra or they cannot ship, we have also established an account with UPS to ship out our online orders.

NextTech Dual Personnel

It is apparent that we will require a group of hired skilled employees to achieve our projected sales. We have been given a budget of $3 million dollars to provide for employee salary allowances. Human Resources will be required to hire employees from the administrative, finance, marketing, sales, HR, operations, and project management departments in order to execute all of the necessary tasks needed to successfully distribute the NextTech Dual. A breakdown of the number of employees with salaries has been provided in the appendix. An increase of five percent per year for the first five years of operation has also been included into the same salary spreadsheet.

NextTech Dual: Operations/HR/IT Plan A total number of twenty-seven employees will be hired at the start of operations in year zero. This number will slightly increase to forty employees in year one, forty-nine in year two, fifty-five in year three, fifty-seven in year four, and finally sixty-three employees in year five. Employee growth has been accounted for in our overall HR budget and is displayed in Appendix C. The job delegations of our project team for the NextTech Dual have also been incorporated into the number of employees necessary for the success of the NextTech Dual. Each employee will be required to be meet employment requirements prior to being hired. The requirements fall into four categories: physical, teamwork, organizational, and technical skills. Complete employee descriptions can be found in Appendix E of this plan. We believe these employee descriptions accurately match the requirements of NextTech.
Figure 1: Employee Delegations

Job Title Chief Operating Officer (COO) Chief Financial Officer (CFO) Chief Executive Officer (CEO) Chief Marketing Officer (CMO) Sales Director Operations Director President

Employee Name Brittany Valela Gabriella Varga Bryan Tario Stephanie Dobbs Jonathan Lamlech Steven Wilhelm Quinten Lindsley

United States Regional Sales and Marketing Territories

It has been determined that the best strategic business decision in regards to employees is to divide the United States into four different sales and marketing regions. Each region will be assigned separate regional managers and sales associates. As displayed in the image below, the four regions will consist of the West, Midwest, South 9

NextTech Dual: Operations/HR/IT Plan and East territories. As sales grow, the need for more managers and sales associates per region will increase. As we expect sales to start off slow with the introduction of the new NextTech Dual, we have allowed for two managers to split all four regions in year zero, along with one salesperson per manager.

Four Regional NextTech Dual Sales & Marketing Territories:

Figure 2: Sales & Marketing Territories

Benefits Policy
We will offer our newly hired employees a strategic benefits plan that will allow us to remain competitive with other similar businesses. The employee benefits will cost NextTech an additional 50% of the employees salaries. This has already been worked into the HR budget, as displayed in the Appendix under Employee Salaries. The company will utilize a paid time off plan to provide all employees with flexible paid time off from work that can be used as the employee decides. Based on an employees hours worked per pay period, the employee will earn bi-weekly paid time off 10

NextTech Dual: Operations/HR/IT Plan in hourly increments when their bimonthly paycheck is issued. Employees may use time from their paid time off bank in hourly increments. The supervisor must approve all used paid time off and Human Resources must be informed of this usage. By utilizing this plan, we hope to reduce unscheduled absences. Through Blue Cross Blue Shield of Illinois, the company will also offer three different types of health and dental insurance coverage for employees. The first plan is called a Preferred Provider Organization (PPO). This plan will allow the employee to choose which physician(s) they would like to see. The PPO plan will also allow for the employee to see specialists out of network for a higher out-of-pocket fee. The plan will cost more for the employee in terms of premiums and deductibles and will not require the employee to pay a copayment at the time of service. However, the charges from the visit will go toward the employees deductible and he or she will be responsible to pay the fees until the deductible has been met. The next choice of plan that will be offered is called a Health Maintenance Organization (HMO). Employees that decide to enroll in this plan will choose a primary care physician and will require referrals to specialists that are part of their HMO network. The employee must pay a copayment for each visit. The additional charges for the visit will be covered through this plan. The employee must see physicians within network or pay out-of-pocket for each service that is rendered out of network. The final plan that employees may enroll is called Point-of-Service (POS). This option of insurance enables employees to utilize in-network providers by choosing a specific primary care physician or they may see out of network providers for an

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NextTech Dual: Operations/HR/IT Plan additional cost. Employees that enroll in this plan are given more flexibility in terms of which physician(s) they wish to see. NextTech will also offer retirement benefits such as 401K investments, Social Security, and Medicare. By offering retirement opportunities, we can remain competitive with other companies. Employees now consider health insurance and retirement benefits just as important as their salary. Allowing employees to invest in their 401K plans is the first retirement benefit that we will offer. In doing so, a specific amount determined by the employee will be automatically deducted from the employees paycheck. For the first three years of operation, NextTech will match 50% of employee contributions up to the first 3% of their salary. After year three, NextTech will increase their matching potential to 6%. The next retirement benefit we will offer employees is Social Security. Both the employees and NextTech will contribute to each employees Social Security benefits. To receive monthly Social Security checks, the employee must have worked a specific length of time in a covered job (roughly 10 years). The final retirement benefit offered will be the opportunity to contribute to Medicare coverage. Each employee pays 1.45% of his or her earnings into the Federal Insurance Contributions Act, which then goes toward future Medicare coverage. NextTech will match the employees contribution of 1.45%.

Technology Plan
We have decided to utilize NextTechs existing IT department to save money. While we will use the existing IT employees, we will need to implement data mining software

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NextTech Dual: Operations/HR/IT Plan that will be used to increase revenue and cut unnecessary costs. The aim of this project is to have a strong consumer focus. Using the data mining software will allow us to gather data on internal factors such as pricing, product marketing, and staffing competencies to determine the impact on sales, customer satisfaction, and overall profitability. We will impose this software into the IT department and will also factor this cost into our overall budget. After researching different software vendors, we have purchased Datameer software for a cost of $2,999 per year that can be used by up to fifty designated users. This is essential in examining the current and future market trends. Datameer will also provide employee training that is included into the yearly cost of the software. The NextTech Dual division will utilize the domain name of www.nexttechdual.com. This site will be separate from NextTechs website. However, there will be a link on NextTechs homepage that consumers can utilize to come directly to the Duals page. The cost for the domain name will be minimal and will not impact our budget.

Training Plan
The training plan that the NextTech Dual division will utilize will be based solely inhouse since we are attempting to save money within the first few years of operation. Managers and department directors will perform the training. The customer service and IT departments will not be included in this training plan because we will be utilizing NextTechs already existing customer service department. The chart below breaks down the training process that we intend to utilize.

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NextTech Dual: Operations/HR/IT Plan

Figure 3: Training Plan

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NextTech Dual: Operations/HR/IT Plan

Growth Plan
An important point in our growth plan is geared toward our employees. Our newly hired employees at the start of operations will increase in number as sales and profitability increase. An increase in sales will allow us to hire more employees and potentially purchase a larger office space to make room for further expansion. If sales do not grow as expected, we will need to adjust our employee growth plan to ensure that we are not overstaffed. Eventually, we would also like to implement a separate department for Data Mining alone. Having a specialized department for this will increase our ability to read current and future market trends and stay ahead of our competitors. In doing so, we may also consider starting our own IT department specialized for the Dual.

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NextTech Dual: Operations/HR/IT Plan

Appendix Appendix A: Facility Blueprint

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NextTech Dual: Operations/HR/IT Plan

Appendix B: Employee Titles

Administrative Department Administrative Assistant Finance Department Accountant Marketing/Sales Departments Marketing Director Sales Director VP Marketing Business Development Manager Marketing Analyst Social Media Specialist Regional Sales & Marketing Managers Marketing Assistant Sales Associates

Operations Department Operations Director Operations Analyst

PM Department Project Manager

Human Resources Department Human Resources Manager Human Resources Recruiter

Corporate Chief Operating Officer Chief Financial Officer Chief Executive Officer Chief Marketing Officer President

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NextTech Dual: Operations/HR/IT Plan

Appendix C: Employee Salaries

Year 0 Employees Administrative Assistant Accountant Marketing Director VP Marketing Business Dev. Manager Marketing Analyst Social Media Specialist Regional Sales Manager Regional Marketing Manager Marketing Assistant Sales Director Sales Associates HRM HR Recruiter Operations Analyst PM Operations Director COO CFO CEO CMO President TOTAL Number Hired 1 2 1 1 1 1 1 2 2 2 1 2 1 1 1 1 1 1 1 1 1 1 27 Pay Hourly Salary Salary Salary Salary Salary Hourly Salary Salary Hourly Salary Hourly Salary Hourly Salary Salary Salary Salary Salary Salary Salary Salary Salary $41,600.00 $60,000.00 $95,000.00 $110,000.00 $90,000.00 $85,000.00 $52,000.00 $75,000.00 $75,000.00 $47,840.00 $95,000.00 $45,760.00 $80,000.00 $58,240.00 $78,000.00 $90,000.00 $100,000.00 $115,000.00 $120,000.00 $120,000.00 $115,000.00 $100,000.00 $1,848,440.00 Amount with Benefits $62,400.00 $90,000.00 $142,500.00 $165,000.00 $135,000.00 $127,500.00 $78,000.00 $112,500.00 $112,500.00 $71,760.00 $142,500.00 $68,640.00 $120,000.00 $87,360.00 $117,000.00 $135,000.00 $150,000.00 $172,500.00 $180,000.00 $180,000.00 $172,500.00 $150,000.00 $2,772,660.00

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NextTech Dual: Operations/HR/IT Plan

Number Hired 1 4 1 1 1 1 1 4 4 2 1 8 1 1 1 2 1 1 1 1 1 1 40 Amount with Benefits $65,490.00 $94,500.00 $149,625.00 $173,250.00 $141,750.00 $133,875.00 $81,900.00 $118,125.00 $118,125.00 $75,348.00 $149,625.00 $72,072.00 $126,000.00 $91,728.00 $122,850.00 $141,750.00 $157,500.00 $181,125.00 $189,000.00 $189,000.00 $181,125.00 $157,500.00 $2,911,263.00

Year 1 Employees Administrative Assistant Accountant Marketing Director VP Marketing Business Dev. Manager Marketing Analyst Social Media Specialist Regional Sales Manager Regional Marketing Manager Marketing Assistant Sales Director Sales Associates HRM HR Recruiter Operations Analyst PM Operations Director COO CFO CEO CMO President TOTAL

Pay Hourly Salary Salary Salary Salary Salary Hourly Salary Salary Hourly Salary Hourly Salary Hourly Salary Salary Salary Salary Salary Salary Salary Salary

Salary $43,680.00 $63,000.00 $99,750.00 $115,500.00 $94,500.00 $89,250.00 $54,600.00 $78,750.00 $78,750.00 $50,232.00 $99,750.00 $48,048.00 $84,000.00 $61,152.00 $81,900.00 $94,500.00 $105,000.00 $120,750.00 $126,000.00 $126,000.00 $120,750.00 $105,000.00 $1,940,862.00

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NextTech Dual: Operations/HR/IT Plan

Number Hired 2 5 1 1 1 2 2 4 4 2 1 12 1 2 1 2 1 1 1 1 1 1 49 Amount Per Year $45,864.00 $66,150.00 $104,737.50 $121,275.00 $99,225.00 $93,712.50 $57,330.00 $82,687.50 $82,687.50 $52,743.60 $104,737.50 $50,450.40 $88,200.00 $64,209.60 $85,995.00 $99,225.00 $110,250.00 $120,750.00 $126,000.00 $126,000.00 $120,750.00 $105,000.00 $2,007,980.10 Amount with Benefits $65,520.00 $90,000.00 $142,500.00 $165,000.00 $135,000.00 $127,500.00 $78,000.00 $112,500.00 $112,500.00 $71,760.00 $142,500.00 $68,640.00 $120,000.00 $87,360.00 $117,000.00 $135,000.00 $150,000.00 $172,500.00 $180,000.00 $180,000.00 $172,500.00 $150,000.00 $2,775,780.00

Year 2 Employees Administrative Assistant Accountant Marketing Director VP Marketing Business Dev. Manager Marketing Analyst Social Media Specialist Regional Sales Manager Regional Marketing Manager Marketing Assistant Sales Director Sales Associates HRM HR Recruiter Operations Analyst PM Operations Director COO CFO CEO CMO President TOTAL

Pay Hourly Salary Salary Salary Salary Salary Hourly Salary Salary Hourly Salary Hourly Salary Hourly Salary Salary Salary Salary Salary Salary Salary Salary

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NextTech Dual: Operations/HR/IT Plan

Number Hired 4 6 1 1 1 2 2 4 4 2 1 14 1 2 2 2 1 1 1 1 1 1 55 Amount Per Year $48,157.20 $69,457.50 $109,974.38 $127,338.75 $104,186.25 $98,398.13 $60,196.50 $86,821.88 $86,821.88 $55,380.78 $109,974.38 $52,972.92 $92,610.00 $67,420.08 $90,294.75 $104,186.25 $115,762.50 $126,787.50 $132,300.00 $132,300.00 $126,787.50 $110,250.00 $2,108,379.11 Amount with Benefits $72,235.80 $104,186.25 $164,961.56 $191,008.13 $156,279.38 $147,597.19 $90,294.75 $130,232.81 $130,232.81 $83,071.17 $164,961.56 $79,459.38 $138,915.00 $101,130.12 $135,442.13 $156,279.38 $173,643.75 $190,181.25 $198,450.00 $198,450.00 $190,181.25 $165,375.00 $3,162,568.66

Year 3 Employees Administrative Assistant Accountant Marketing Director VP Marketing Business Dev. Manager Marketing Analyst Social Media Specialist Regional Sales Manager Regional Marketing Manager Marketing Assistant Sales Director Sales Associates HRM HR Recruiter Operations Analyst PM Operations Director COO CFO CEO CMO President TOTAL

Pay Hourly Salary Salary Salary Salary Salary Hourly Salary Salary Hourly Salary Hourly Salary Hourly Salary Salary Salary Salary Salary Salary Salary Salary

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NextTech Dual: Operations/HR/IT Plan

Number Hired 4 6 1 1 1 2 2 4 4 2 1 16 1 2 2 2 1 1 1 1 1 1 57 Amount Per Year $50,565.06 $72,930.38 $115,473.09 $133,705.69 $109,395.56 $103,318.03 $63,206.33 $91,162.97 $91,162.97 $58,149.82 $115,473.09 $55,621.57 $97,240.50 $70,791.08 $94,809.49 $109,395.56 $121,550.63 $133,126.88 $138,915.00 $138,915.00 $133,126.88 $115,762.50 $2,213,798.06 Amount with Benefits $75,847.59 $109,395.56 $173,209.64 $200,558.53 $164,093.34 $154,977.05 $94,809.49 $136,744.45 $136,744.45 $87,224.73 $173,209.64 $83,432.35 $145,860.75 $106,186.63 $142,214.23 $164,093.34 $182,325.94 $199,690.31 $208,372.50 $208,372.50 $199,690.31 $173,643.75 $3,320,697.09

Year 4 Employees Administrative Assistant Accountant Marketing Director VP Marketing Business Dev. Manager Marketing Analyst Social Media Specialist Regional Sales Manager Regional Marketing Manager Marketing Assistant Sales Director Sales Associates HRM HR Recruiter Operations Analyst PM Operations Director COO CFO CEO CMO President TOTAL

Pay Hourly Salary Salary Salary Salary Salary Hourly Salary Salary Hourly Salary Hourly Salary Hourly Salary Salary Salary Salary Salary Salary Salary Salary

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NextTech Dual: Operations/HR/IT Plan

Year 5 Employees Administrative Assistant Accountant Marketing Director VP Marketing Business Dev. Manager Marketing Analyst Social Media Specialist Regional Sales Manager Regional Marketing Manager Marketing Assistant Sales Director Sales Associates HRM HR Recruiter Operations Analyst PM Operations Director COO CFO CEO CMO President TOTAL

Number Hired 4 7 1 1 1 3 3 4 4 2 1 18 1 2 3 2 1 1 1 1 1 1 63

Pay Hourly Salary Salary Salary Salary Salary Hourly Salary Salary Hourly Salary Hourly Salary Hourly Salary Salary Salary Salary Salary Salary Salary Salary

Amount Per Year $53,093.31 $76,576.89 $121,246.75 $140,390.97 $114,865.34 $108,483.93 $66,366.64 $95,721.12 $95,721.12 $61,057.31 $121,246.75 $58,402.64 $102,102.53 $74,330.64 $99,549.96 $114,865.34 $127,628.16 $139,783.22 $145,860.75 $145,860.75 $139,783.22 $121,550.63 $2,324,487.96

Amount with Benefits $79,639.97 $114,865.34 $181,870.12 $210,586.46 $172,298.01 $162,725.90 $99,549.96 $143,581.68 $143,581.68 $91,585.96 $181,870.12 $87,603.97 $153,153.79 $111,495.96 $149,324.94 $172,298.01 $191,442.23 $209,674.83 $218,791.13 $218,791.13 $209,674.83 $182,325.94 $3,486,731.94

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NextTech Dual: Operations/HR/IT Plan

Appendix D: Employee Flowchart

President and CEO

COO

CFO

CMO

Marketing

Sales

Operations

Finance

PM

HR

VP Marketing

Marketing Director

Sales Director

Operations Director

Accountant

Project Manager

HR Manager

Business Development Manager

Operations Analyst

HR Recruiter

Regional Marketing Manager

Regional Sales Manager

Marketing Analyst

Social Media Specialist

Marketing Assistant

Sales Associates

Administrative Assistant

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NextTech Dual: Operations/HR/IT Plan

Appendix E: Employee Job Descriptions

Administration Administrative Assistant o Physical Ability to sit for a long period of time. Complete task of answering phones on a daily basis. o Team Work Understanding that he or she is part of a team that includes top executives and other employees. Establish and maintain working relationships with all staff and clients. o Organizational Ability to multi-task and maintain an organized work environment. Track incoming and outgoing correspondence as well as coordinate the flow of paperwork around the business office. o Technical skills Coordinate an email and calendar program when scheduling appointments or meetings. Knowledge and understanding of Microsoft Office Suite. Understand basic functions of a printer, copier, scanner and fax machine.

Finance Accountant o Physical Minimal physical requirements. Ability to sit for a long period of time. o Teamwork - Understanding that he or she is part of a larger team and must work closely with other team members to accomplish business goals.

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NextTech Dual: Operations/HR/IT Plan o Organizational Documents financial transactions of company by entering information into a tracking system and recommends financial actions, policies and procedures. Summarizes financial transactions by collecting necessary information, preparing a balance, profit and loss sheet. Maintains financial security by following internal controls. Prepares financial reports by collecting, analyzing, and summarizing account information and trends, which will be presented to the top executives. o Technical Skills Wide knowledge of GAAP (generally accepted accounting principles). Ability to perform accounting research and effectively utilize accounting databases. Familiar with spreadsheet functionality such as Microsoft Excel. Maintains technical knowledge by attending educational and professional workshops when necessary.

Marketing / Sales Marketing Director o Physical - Minimal physical requirements. Ability to sit for a long period of time. o Teamwork - Understanding that he or she is part of a larger team and must work closely with other team members to accomplish business goals. o Organizational Implement and develop strategic marketing plan with the assistance of the project managers. Manage marketing budget for all staff, resources, and purchases. Perform market targeting for each product.

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NextTech Dual: Operations/HR/IT Plan Work directly with sales team to develop strategic goals. Maintain knowledge of marketing trends and identify areas for improvement. o Technical Skills Manage customer-focused product development and lead an employee-empowered work environment. Expert in providing useful marketing advice and input geared toward the success of the company. Demonstrate expert skills in market research, written and oral communication, website and social media marketing tools, as well as Microsoft suite of products.

VP Marketing o Physical Minimal physical requirements. Ability to sit for a long period of time. o Teamwork Understanding that he or she is part of a larger team and must work closely with other team members to accomplish business goals. o Organizational Work closely with the Marketing Director to oversee the marketing plan remains competitive with similar companies. Required to work with entire marketing team to ensure that all marketing plans meet and exceed company expectations. o Technical Skills Ability to develop business partnerships and oversee advertising operations geared toward consumer wants and needs. Must achieve company marketing goals and work towards better the existing marketing strategies as well as determining criteria that is critical in future

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NextTech Dual: Operations/HR/IT Plan marketing trends. Demonstrate leadership when developing and managing annual marketing budget.

Business Development Manager o Physical Minimal physical requirements. Ability to sit for a long period of time. o Teamwork Understanding that he or she is part of a larger team and must work closely with other team members to accomplish business goals. o Organizational Work closely with staff to identify market trends and competitor statistics to develop the companys unique selling point to enhance customer relationships. Identify opportunities for improvement each year within the companys current business plan as a way to increase sales. o Technical Skills Propose potential business deals with partners and determine opportunities to develop more partnerships. Ability to develop new business deals by analyzing current and future marketing strategies and close new business deals by developing and negotiating contracts. Works to maintain or improve the reputation of the company by exploring new business opportunities.

Marketing Analyst o Physical Minimal physical requirements. Ability to sit for a long period of time.

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NextTech Dual: Operations/HR/IT Plan o Teamwork Understanding that he or she is part of a larger team and must work closely with other team members to accomplish business goals. o Organizational Ability to develop surveys and organize focus groups to capture market data. Ability to develop an annual customer satisfaction survey that will provide the company with feedback on how to maintain competitive advantage. o Technical Skills Analyze and provide ROI of all sales activities and ventures. Ability to design and implement business research projects to meet company goals; present and future. Conduct research to analyze market competitors and implement strategies to meet customer needs. Work closely with the PM team to identify new opportunities to market the product(s).

Social Media Specialist o Physical Minimal physical requirements. Ability to sit for a long period of time. o Teamwork Understanding that he or she is part of a larger team and must work closely with other team members to accomplish business goals. o Organizational Develop social media content related to marketing the company brand on a yearly basis as a strategy to alter our market competiveness depending on the customers needs. o Technical Skills Collaborate with marketing team to develop marketing plans that utilize social media platforms. Create, manage, and maintain the

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NextTech Dual: Operations/HR/IT Plan companys strategic business presence across all social media platforms. Display expert knowledge of social media programs and creative development while displaying strong planning and negotiation skills.

Regional Sales Manager o Physical Minimal physical requirements. Ability to sit for a long period of time. o Teamwork Understanding that he or she is part of a larger team and must work closely with other team members to accomplish business goals. o Organizational Utilizes organizational abilities to identify opportunities for growth and development with the assistance of the sales team. Invests in educational opportunities within the department to advance knowledge of sales trends amongst the team. o Technical Skills Ability to achieve sales objectives by contributing strong recommendations to the companys strategic plans. Desire to improve companys marketability and profitability by identifying new sales opportunities towards product development. Accomplishes the companys mission and goals by analyzing sales trends while also monitoring supply and demand trends.

Regional Marketing Manager o Physical Minimal physical requirements. Ability to sit for a long period of time.

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NextTech Dual: Operations/HR/IT Plan o Teamwork Understanding that he or she is part of a larger team and must work closely with other team members to accomplish business goals. o Organizational Utilizes organizational abilities to identify opportunities for growth and development with the assistance of the marketing team. Invests in educational opportunities within the department to advance knowledge of marketing trends amongst the team. o Technical Skills Ability to achieve marketing objectives by contributing strong recommendations to the companys strategic plans. Desire to improve companys marketability and profitability by identifying new marketing opportunities towards product development. Accomplishes the companys mission and goals by analyzing marketing trends while also monitoring supply and demand trends.

Marketing Assistant o Physical Minimal physical requirements. Ability to sit for a long period of time. o Teamwork Understanding that he or she is part of a larger team and must work closely with other team members to accomplish business goals. o Organizational Ability to organize and gather data while demonstrating the ability to multi-task. o Technical Skills Work closely with the marketing department to assist with advertising and market research. Accompany the Marketing Director to various customers and partners to maintain strong relationships.

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NextTech Dual: Operations/HR/IT Plan Manage marketing evens and prepare materials for each event. Assist with marketing strategies and collection of consumer information.

Sales Director o Physical Minimal physical requirements. Ability to sit for a long period of time. o Teamwork Understanding that he or she is part of a larger team and must work closely with other team members to accomplish business goals. o Organizational Ability to visualize sales forecasts and implement strategic sales plans to achieve company objectives. Demonstrate control of sales results and take initiative to ensure that sales objectives are being met within budget. Work directly with marketing team to develop strategic goals. o Technical Skills Maintains productivity of sales staff by monitoring sales results. Ability to establish and adjust product(s) selling prices by monitoring competitors prices. Develop sales action plans while determining strategic sales strategies within the market and analyzing sales trends. Must maintain supervisory role over sales managers by counseling and training staff on new approaches to sales strategies. Demonstrate leadership when developing and managing annual sales budget.

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NextTech Dual: Operations/HR/IT Plan Sales Associates o Physical Minimal physical requirements. Ability to sit for a long period of time. o Teamwork Understanding that he or she is part of a larger team and must work closely with other team members to accomplish business goals. o Organizational Ability to multi-task when taking and submitting customer orders. Focuses sales efforts toward both current and potential customers by providing them with crucial product information and advice. o Technical Skills Services existing accounts by obtaining orders and reaches out to potential accounts by selling them on the product(s) potential. Ability to maintain customer records and sales. Maintain communication with the sales team by submitting sales reports and current market information on competitor pricing and developments. Maintains knowledge of company product(s) to keep customers informed. Human Resources Human Resources Manager o Physical Minimal physical requirements. Ability to sit for a long period of time. o Teamwork Understanding that he or she is part of a larger team and must work closely with other team members to accomplish business goals. o Organizational Develops a strong human resources staff by adequately training employees and keeping up to date with federal and state

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NextTech Dual: Operations/HR/IT Plan compliance laws. Conducts structured orientation and training programs for all new employees. o Technical Skills Maintains company work structure by consistently updating job requirements and job descriptions. Ability to ensure employee benefits programs and keeps employees up to date with information on benefits. Demonstrate leadership while resolving internal grievances and counseling employees. Ensures legal compliance within the company by implementing HR requirements. Develops a competitive pay plan by evaluating market competitors and implementing a pay structure fit for the company.

Human Resources Recruiter o Physical Minimal physical requirements. Ability to sit for a long period of time. o Teamwork Understanding that he or she is part of a larger team and must work closely with other team members to accomplish business goals. o Organizational Arranges mass interview sessions to effectively screen applicants. Evaluate and interview applicants based on applications responses and references prior to dispersing candidate file to the appropriate hiring manager. o Technical Skills Meets with hiring managers to determine department needs for each job opening. Assists HRM with maintaining job descriptions and job qualifications. Ability to attract potential applicants

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NextTech Dual: Operations/HR/IT Plan by creating job advertisements while working closely with the Social Media Specialist. Understands all legal requirements of the company and enforces regulations to all hiring managers.

Operations Operations Director o Physical Minimal physical requirements. Ability to sit for a long period of time. o Teamwork Understanding that he or she is part of a larger team and must work closely with other team members to accomplish business goals. o Organizational Ability to multi-task and coordinate various projects within the department. Ensure the company is operating at its highest potential in regards to the companys mission and objectives. Determines company operational requirements for facility, equipment, materials, and shipping. o Technical Skills Maintain responsibility for day-to-day operations within the company. Develop operations budget. Reviews and approves reports for facility requirements and cost estimates. Reviews and approves projects within operations department to ensure functional changes meet company objectives and do not exceed budget. Develops monthly report for operations and facility performance and reports to Board of Directors.

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NextTech Dual: Operations/HR/IT Plan Operations Analyst o Physical Minimal physical requirements. Ability to sit for a long period of time. o Teamwork Understanding that he or she is part of a larger team and must work closely with other team members to accomplish business goals. o Organizational Ability to provide the company with feedback concerning cost saving while still maintaining an advantage in the market. Strong desire to analyze trends and conduct research geared toward obtaining maximal operations capacity. o Technical Skills Assists Operations Director in enforcing operations budget and company operational requirements. Ability to maintain relationships with partners and customers. Identifies possible improvements and potential developments for the company to successfully operate. Conducts market research to determine where the company can save money in regards to shipping and distribution costs. Displays strong computer skills and spreadsheet expertise.

Project Management Project Manager o Physical Minimal physical requirements. Ability to sit for a long period of time. o Teamwork Understanding that he or she is part of a larger team and must work closely with other team members to accomplish business goals.

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NextTech Dual: Operations/HR/IT Plan o Organizational Organize each project and build a successful team that can complete projects within the given time constraints and budget. Display leadership skills while taking control of each project and seeing it through from start to end. o Technical Skills Successfully achieves company objects by contributing strategic suggestions and implementing action plans. Assists accountants with preparing an annual budget and analyzing areas of improvement. Ensure that employees are motivated and driven to achieve company success. Define each projects objectives and oversee that deadlines are met and quality control is obtained constantly. Identify project risks and ensure proper handling by implementing risk plans to avoid causing internal problems.

C-Suite
Chief Operating Officer (COO) o Physical Minimal physical requirements. Ability to sit for a long period of time. o Teamwork Understanding that he or she is part of a larger team and must work closely with other team members to accomplish business goals. o Organizational Provide timely reports on the companys operating condition and assist in developing ways to improve or maintain this. Continue research toward market trends and competitor pricing, compensation, and long-term goals.

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NextTech Dual: Operations/HR/IT Plan o Technical Skills Responsible for all activities if President and CEO are absent. Work closely with President and CEO to develop strong company goals and strategic plans. Ability to measure internal and external management effectiveness and improve relationships within each department of the company. Review customer needs to assist in development of corporate business strategy.

Chief Financial Officer (CFO) o Physical Minimal physical requirements. Ability to sit for a long period of time. o Teamwork Understanding that he or she is part of a larger team and must work closely with other team members to accomplish business goals. o Organizational - Provide timely reports on the companys financial condition and assist in developing ways to improve or maintain this. Continue research toward financial trends across the market and ensure adequate cash flow. o Technical Skills Strong ability to develop financial status of the company and prepare financial growth plans. Monitors financial performance of company and maximized ROI by analyzing investment opportunities. Develops financial strategies by forecasting company requirements such as facilities and staffing.

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NextTech Dual: Operations/HR/IT Plan Chief Executive Officer (CEO) o Physical Minimal physical requirements. Ability to sit for a long period of time. o Teamwork Understanding that he or she is part of a larger team and must work closely with other team members to accomplish business goals. o Organizational Oversees that the company is maintaining a competitive advantage and that product quality is of utmost importance. Analyzes success of the companys performance and implements necessary change of action. o Technical Skills Collaborates with other board members to enhance the companys vision while also making executive decisions to achieve the companys vision and goals. Must maintain leadership role within the organization and develop future potential leaders. Works to develop the annual budgets and oversees that staffing reflects these budgets. Promotes a work environment that reflects the companys mission, goals and objectives and sees that high performance is valued amongst all employees.

Chief Marketing Officer (CMO) o Physical Minimal physical requirements. Ability to sit for a long period of time. o Teamwork Understanding that he or she is part of a larger team and must work closely with other team members to accomplish business goals.

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NextTech Dual: Operations/HR/IT Plan o Organizational Plan and direct marketing budgets with the marketing team while developing strategic planning and market research that will allow for optimal marketing. Must be able to develop a strong marketing team geared toward customer service and sales management. o Technical Skills Implement marketing budget as well as product development, competitive analysis, and strategic planning. Work with team of executives to implement new products into the company and ensure the company has allocated funds for such products. Ability to coordinate marketing of products to target audiences to meet sales objectives.

President o Physical Minimal physical requirements. Ability to sit for a long period of time. o Teamwork Understanding that he or she is part of a larger team and must work closely with other team members to accomplish business goals. o Organizational Direct staff and ensure development and motivation are present within each employee. Develop an annual strategic plan that will enhance the companys performance in the previous years. o Technical Skills Oversee all executives and staff within the company. Routinely meet with executives to determine if the companys goals are being met. Oversee all budgets and maintain the companys financial goals and objectives. Collaborate with executives to develop company

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NextTech Dual: Operations/HR/IT Plan policies and ensure proper leadership throughout each department. Ensure quality control is being met and develop action plan if necessary.

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