The subject line of a CEO’s email to staff: “Ensuring that our business records reflect due diligence, policy follow up, and the right balance of CYA”. Excerpts follow:
Team, think backwards – after this is all over, we may be AUDITED to see how we did during the crisis by official third parties. Not just our internal operations but those organizations we rely on to serve members. I want the board record and business documentation to show our attention to our processes related to these times and normal times. Assume a future proctology exam is coming and be ready.
For example: We are assuming the process to get GOV’T funds for extended PTO and employee benefits will be a FIGHT or a HASSLE at the very least. We are starting a process to make sure we keep the records to make our case very specifically as we learn the rules. Our management team must keep a CENSUS – have the numbers, know where people were, what they were doing , what work we accomplished in strained times, etc.
We want to never lose on process – so we have to anticipate process reviews and be ready. Make our business records tight and shining – especially through the upcoming months.