BERNARDO, ALBERT A

3RD QUARTER GOAL SETTING

Category Item Details Goal Setting

A. Given the community quarantine, create a
realistic timeline for the submission of AFS and
ITR to BIR and SEC for fiscal year 2020 (July to
September) audits. However, the same should
not deviate from our 2-month service guarantee
given that clients are now open to remote
audits.
B. I will highlight the schedule to include
preparation of attachments, submission to
Establish a solution plan to RDOs, and submission to SEC.
address structural and
Companywide Planning
potential problems and HOW AND WHEN
common Solutions
future issues in the tasks in 1. Amend LMS within July 2020 to include timeline
charge. of all fiscal year ending clients. Assist and
concur with peers on the items to be include as
key monitoring dates.
2. Ensure updating of LMS every Thursday of
each week.
3. Zero follow-up from HQ or top management on
the timely updating of LMS.
4. Report or discuss key deadlines for next week
during the weekly dream team discussion every
Thursday.
A. Ensure completion of assigned audit
engagement within 2 months from closing.
[Except for March and April 2020 audits to be
completed on or before August 31, 2020]
B. Ensure timely sending of proposals for
December 31, 2020 audit with interim
procedures
C. Ensure TCF accounting team will provide trial
balance and all documents requested within 30
days from closing of their books.
Companywide Processing The business performance
common Speed speed is fast. HOW AND WHEN
1. Update LMS on the audit key deadlines within
July 2020 for all fiscal year end clients.
2. Send December 30, 2020 audit -with interim
proposals and quotations to all clients within
August 2020.
3. Agree with peers and accounting department
on the content of digitization checklist within
July 2020.
4. Complete the review of accounting PIC
digitization within August 2020.
1. Ensure LMS is updated on a weekly basis.
2. Digitize and organize the December 2019 and
Constantly consider cost-
Companywide Cost January-to-March (FY2020) audit files on
effectiveness and carry out
common Consciousness OneDrive.
operations at minimum cost.
3. Zero follow-up on late updating of LMS from
supervisor and top management.
We actively incorporate self- 1. Submit my HRVC presentation video on or
Companywide Self-innovation insufficient parts and before August 31, 2019.
common (Edification) knowledge and skills by 2. Create an infographics/article regarding HRVC
ourselves. on or before September 30, 2019.
 1. For the interim audit project, I will make a
checklist for the accounting team’s archived
Improve
Make improving suggestions files to easily check the documents. This will
Operation Staff business /
about the way of work. include the rule that archiving should be made
improve quality
within 15 days from approval of AFS and AITR.
2. Include the archiving deadlines in the LMS.
1. Include the item “Well-being of team members
in the discussion items during the weekly
Relationship Communication with Dream Team meeting.
Operation Staff with superiors / superiors / seniors, acting as 2. Write one Wee-Cree article concerning
seniors assistant is negligible. improving communication and rapport within
the Dream team.

Add, modify and process

Ｇ－５ I will send the regulatory updates covering August
information on our own and
Personal Disseminate 26 to September 02, 2020.
send out to the
information I will participate in the teams webinar for the quarter.
surroundings.