| A | B | C | D | E | F | G | H | I | J | K | L | M | N | O | P | Q | R | S | T | U | V | W | X | Y | Z | AA | |
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1 | Category | Task | Milestone | Deliverable | Status | Quarter | Start date | End date | Owner | Notes | |||||||||||||||||
2 | EE Engagement | Work Anniversary | Milestone | File | | Varied | m/d/yyyy | m/d/yyyy | Name | Notes | |||||||||||||||||
3 | Payroll & Compliance | Saxual Harassment Training | Milestone | File | | Q1 | m/d/yyyy | m/d/yyyy | Name | Notes | |||||||||||||||||
4 | Payroll & Compliance | Audits | Milestone | File | | Q1 | m/d/yyyy | m/d/yyyy | Name | Notes | |||||||||||||||||
5 | Payroll & Compliance | W2/1099 | Milestone | File | | Q1 | m/d/yyyy | m/d/yyyy | Name | Notes | |||||||||||||||||
6 | EE Development (Performance / Development) | Goal Setting | Milestone | File | | Q4 | m/d/yyyy | m/d/yyyy | Name | Holding employees accountable to the goal | |||||||||||||||||
7 | EE Development (Performance / Development) | Personality Asssessment | Milestone | File | | Q1 | m/d/yyyy | m/d/yyyy | Name | DISC or similar | |||||||||||||||||
8 | EE Development (Performance / Development) | Regularly scheduled coaching and timely feedback on performance | Milestone | File | | Varied | m/d/yyyy | m/d/yyyy | Name | These work best at a regular frequency, quarterly, monthly, yearly as warranted by the role or organization. | |||||||||||||||||
9 | EE Development (Performance / Development) | Annual Performance Review | Milestone | File | | Q4 | m/d/yyyy | m/d/yyyy | Name | No Surprises, continuous feedback throughout the year. | |||||||||||||||||
10 | EE Development (Performance / Development) | Merit Increase Discussion | Milestone | File | | Q4 | m/d/yyyy | m/d/yyyy | Name | Notes | |||||||||||||||||
11 | Payroll & Compliance | 941 Returns | Milestone | File | | Varied | m/d/yyyy | m/d/yyyy | Name | Once per quarter | |||||||||||||||||
12 | Payroll & Compliance | Wage Garnishments | Milestone | File | | Varied | m/d/yyyy | m/d/yyyy | Name | Notes | |||||||||||||||||
13 | Payroll & Compliance | Pay IL Federal Taxes | Milestone | File | | Varied | m/d/yyyy | m/d/yyyy | Name | Notes | |||||||||||||||||
14 | Payroll & Compliance | Software Updates | Milestone | File | | Q1 | m/d/yyyy | m/d/yyyy | Name | Notes | |||||||||||||||||
15 | Payroll & Compliance | Annual Tax Filing and return | Milestone | File | | Q1 | m/d/yyyy | m/d/yyyy | Name | Notes | |||||||||||||||||
16 | Payroll & Compliance | Employment Labor Poster Updates | Milestone | File | | Q1 | m/d/yyyy | m/d/yyyy | Name | Notes | |||||||||||||||||
17 | Payroll & Compliance | Cyber Security Training | Milestone | File | | Q3 | m/d/yyyy | m/d/yyyy | Name | Notes | |||||||||||||||||
18 | EE Engagement | Staff Satisfaction Survey | Milestone | File | | Varied | m/d/yyyy | m/d/yyyy | Name | Annual | |||||||||||||||||
19 | EE Engagement | Engagement Committee Meetings | Milestone | File | | Varied | m/d/yyyy | m/d/yyyy | Name | 2 times per year | |||||||||||||||||
20 | EE Engagement | Incentives (Gift, Rewards & Recognition) | Milestone | File | | Varied | m/d/yyyy | m/d/yyyy | Name | Notes | |||||||||||||||||
21 | Compensation / Benefits | Total Compensaion Statements | Milestone | File | | Q1 | m/d/yyyy | m/d/yyyy | Name | Notes | |||||||||||||||||
22 | Compensation / Benefits | Merit Increases | Milestone | File | | Q1 | m/d/yyyy | m/d/yyyy | Name | Notes | |||||||||||||||||
23 | Compensation / Benefits | Insurnace Premium Review | Milestone | File | | Q2 | m/d/yyyy | m/d/yyyy | Name | Notes | |||||||||||||||||
24 | Compensation / Benefits | Wage Negotiation (Union) | Milestone | File | | Q2 | m/d/yyyy | m/d/yyyy | Name | Notes | |||||||||||||||||
25 | Compensation / Benefits | Health Insurnace Meetings | Milestone | File | | Q2 | m/d/yyyy | m/d/yyyy | Name | Notes | |||||||||||||||||
26 | Compensation / Benefits | Time Off Benefits | Milestone | File | | Q3 | m/d/yyyy | m/d/yyyy | Name | Notes | |||||||||||||||||
27 | Compensation / Benefits | Open Enrollment Preparation | Milestone | File | | Q3 | m/d/yyyy | m/d/yyyy | Name | Notes | |||||||||||||||||
28 | Compensation / Benefits | Bonus | Milestone | File | | Q4 | m/d/yyyy | m/d/yyyy | Name | Notes | |||||||||||||||||
29 | Compensation / Benefits | Job Description Review | Milestone | File | | Q1 | m/d/yyyy | m/d/yyyy | Name | Notes | |||||||||||||||||
30 | Compensation / Benefits | Tax Forms (W2) Delivery | Milestone | File | | Q1 | m/d/yyyy | m/d/yyyy | Name | Notes | |||||||||||||||||
31 | Compensation / Benefits | Tuition Reimbursement | Milestone | File | | Q4 | m/d/yyyy | m/d/yyyy | Name | Notes | |||||||||||||||||
32 | Compensation / Benefits | Stipends | Milestone | File | | Q1 | m/d/yyyy | m/d/yyyy | Name | Notes | |||||||||||||||||
33 | Compensation / Benefits | Onboarding Audit | Milestone | File | | Q1 | m/d/yyyy | m/d/yyyy | Name | Notes | |||||||||||||||||
34 | Compensation / Benefits | Cost of Living Raise | Milestone | File | | Q1 | m/d/yyyy | m/d/yyyy | Name | Notes | |||||||||||||||||
35 | Compensation / Benefits | Retirement | Milestone | File | | Q3 | m/d/yyyy | m/d/yyyy | Name | Notes | |||||||||||||||||
36 | Compensation / Benefits | Fringe Benefits | Milestone | File | | Q3 | m/d/yyyy | m/d/yyyy | Name | Notes | |||||||||||||||||
37 | Compensation / Benefits | Hours of Work / Work Schedule | Milestone | File | | Q3 | m/d/yyyy | m/d/yyyy | Name | Notes | |||||||||||||||||
38 | Compensation / Benefits | Skills Assessment | Milestone | File | | Q3 | m/d/yyyy | m/d/yyyy | Name | Notes | |||||||||||||||||
39 | Compensation / Benefits | Open Enrollment Meetings | Milestone | File | | Q4 | m/d/yyyy | m/d/yyyy | Name | Notes | |||||||||||||||||
40 | Compensation / Benefits | Commission Programs | Milestone | File | | Q4 | m/d/yyyy | m/d/yyyy | Name | Notes | |||||||||||||||||
41 | EE Engagement | Employee of the Month | Milestone | File | | Varied | m/d/yyyy | m/d/yyyy | Name | Monthly | |||||||||||||||||
42 | EE Engagement | Candy Dish | Milestone | File | | Varied | m/d/yyyy | m/d/yyyy | Name | Chocolate - not just mints | |||||||||||||||||
43 | EE Engagement | Birthdays | Milestone | File | | Varied | m/d/yyyy | m/d/yyyy | Name | Social media spotlight, card, donuts, decor | |||||||||||||||||
44 | Payroll & Compliance | Unemployment Filings | Milestone | File | | Varied | m/d/yyyy | m/d/yyyy | Name | Notes | |||||||||||||||||
45 | Payroll & Compliance | New Pay Rates | Milestone | File | | Q2 | m/d/yyyy | m/d/yyyy | Name | Notes | |||||||||||||||||
46 | Payroll & Compliance | Orientation | Milestone | File | | Q2, Varied | m/d/yyyy | m/d/yyyy | Name | Weekly | |||||||||||||||||
47 | Safety | Review and update OSHA form 300, 300A | Milestone | File | | Q1 | 2/1/2025 | m/d/yyyy | Name | Submit to OSHA by Feb 1, Post 300A By March | |||||||||||||||||
48 | Safety | Forklift Observation | Milestone | File | | Varied | m/d/yyyy | m/d/yyyy | Name | Every 3 Years | |||||||||||||||||
49 | Payroll & Compliance | IMFR Filing | Milestone | File | | Varied | m/d/yyyy | m/d/yyyy | Name | Notes | |||||||||||||||||
50 | Safety | ARC Flash Training | Milestone | File | | Varied | m/d/yyyy | m/d/yyyy | Name | Every 3 Years | |||||||||||||||||
51 | Safety | AED/CPB | Milestone | File | | Varied | m/d/yyyy | m/d/yyyy | Name | Every 3 Years | |||||||||||||||||
52 | Safety | LOTO Review/Observation | Milestone | File | | Varied | m/d/yyyy | m/d/yyyy | Name | Annually | |||||||||||||||||
53 | Safety | Fall Protection | Milestone | File | | Varied | m/d/yyyy | m/d/yyyy | Name | Annually | |||||||||||||||||
54 | Safety | Review JHA | Milestone | File | | Varied | m/d/yyyy | m/d/yyyy | Name | Annually | |||||||||||||||||
55 | Safety | Hearing Protection (testing) | Milestone | File | | Varied | m/d/yyyy | m/d/yyyy | Name | Annually | |||||||||||||||||
56 | Safety | Review/Update Safety Manual | Milestone | File | | Varied | m/d/yyyy | m/d/yyyy | Name | Annually | |||||||||||||||||
57 | Safety | Fire Extinguisher | Milestone | File | | Varied | m/d/yyyy | m/d/yyyy | Name | Monthly | |||||||||||||||||
58 | Safety | Eye Wash Station | Milestone | File | | Varied | m/d/yyyy | m/d/yyyy | Name | Weekly | |||||||||||||||||
59 | Safety | Safety Meeting | Milestone | File | | Varied | m/d/yyyy | m/d/yyyy | Name | Weekly | |||||||||||||||||
60 | Safety | Forklift Inspections | Milestone | File | | Varied | m/d/yyyy | m/d/yyyy | Name | Daily | |||||||||||||||||
61 | Safety | Safety Equipment Inspection | Milestone | File | | Varied | m/d/yyyy | m/d/yyyy | Name | Daily | |||||||||||||||||
62 | Safety | Safety Observations | Milestone | File | | Varied | m/d/yyyy | m/d/yyyy | Name | Daily | |||||||||||||||||
63 | Payroll & Compliance | Time Card Reviews | Milestone | File | | Varied | m/d/yyyy | m/d/yyyy | Name | Daily | |||||||||||||||||
64 | Payroll & Compliance | Onboarding Updates | Milestone | File | | Q4 | m/d/yyyy | m/d/yyyy | Name | Notes | |||||||||||||||||
65 | Payroll & Compliance | Personnel Policy Revisions | Milestone | File | | Q4 | m/d/yyyy | m/d/yyyy | Name | Notes | |||||||||||||||||
66 | Payroll & Compliance | Withholdings and Deductions | Milestone | File | | Varied | m/d/yyyy | m/d/yyyy | Name | Daily | |||||||||||||||||
67 | Payroll & Compliance | I9s for New Hires | Milestone | File | | Varied | m/d/yyyy | m/d/yyyy | Name | As needed | |||||||||||||||||
68 | Payroll & Compliance | W4s | Milestone | File | | Varied | m/d/yyyy | m/d/yyyy | Name | As needed | |||||||||||||||||
69 | | Task | Milestone | File | | | m/d/yyyy | m/d/yyyy | Name | Notes | |||||||||||||||||
70 | | Task | Milestone | File | | | m/d/yyyy | m/d/yyyy | Name | Notes | |||||||||||||||||
71 | | Task | Milestone | File | | | m/d/yyyy | m/d/yyyy | Name | Notes | |||||||||||||||||
72 | | Task | Milestone | File | | | m/d/yyyy | m/d/yyyy | Name | Notes | |||||||||||||||||
73 | | Task | Milestone | File | | | m/d/yyyy | m/d/yyyy | Name | Notes | |||||||||||||||||
74 | | Task | Milestone | File | | | m/d/yyyy | m/d/yyyy | Name | Notes | |||||||||||||||||
75 | | Task | Milestone | File | | | m/d/yyyy | m/d/yyyy | Name | Notes | |||||||||||||||||
76 | | Task | Milestone | File | | | m/d/yyyy | m/d/yyyy | Name | Notes | |||||||||||||||||
77 | | Task | Milestone | File | | | m/d/yyyy | m/d/yyyy | Name | Notes | |||||||||||||||||
78 | | Task | Milestone | File | | | m/d/yyyy | m/d/yyyy | Name | Notes | |||||||||||||||||
79 | | Task | Milestone | File | | | m/d/yyyy | m/d/yyyy | Name | Notes | |||||||||||||||||
80 | | Task | Milestone | File | | | m/d/yyyy | m/d/yyyy | Name | Notes | |||||||||||||||||
81 | | Task | Milestone | File | | | m/d/yyyy | m/d/yyyy | Name | Notes | |||||||||||||||||
82 | | Task | Milestone | File | | | m/d/yyyy | m/d/yyyy | Name | Notes | |||||||||||||||||
83 | | Task | Milestone | File | | | m/d/yyyy | m/d/yyyy | Name | Notes | |||||||||||||||||
84 | | Task | Milestone | File | | | m/d/yyyy | m/d/yyyy | Name | Notes | |||||||||||||||||
85 | | Task | Milestone | File | | | m/d/yyyy | m/d/yyyy | Name | Notes | |||||||||||||||||
86 | | Task | Milestone | File | | | m/d/yyyy | m/d/yyyy | Name | Notes | |||||||||||||||||
87 | | Task | Milestone | File | | | m/d/yyyy | m/d/yyyy | Name | Notes | |||||||||||||||||
88 | | Task | Milestone | File | | | m/d/yyyy | m/d/yyyy | Name | Notes | |||||||||||||||||
89 | | Task | Milestone | File | | | m/d/yyyy | m/d/yyyy | Name | Notes | |||||||||||||||||
90 | | Task | Milestone | File | | | m/d/yyyy | m/d/yyyy | Name | Notes | |||||||||||||||||
91 | | Task | Milestone | File | | | m/d/yyyy | m/d/yyyy | Name | Notes | |||||||||||||||||
92 | | Task | Milestone | File | | | m/d/yyyy | m/d/yyyy | Name | Notes | |||||||||||||||||
93 | | Task | Milestone | File | | | m/d/yyyy | m/d/yyyy | Name | Notes | |||||||||||||||||
94 | | Task | Milestone | File | | | m/d/yyyy | m/d/yyyy | Name | Notes | |||||||||||||||||
95 | | Task | Milestone | File | | | m/d/yyyy | m/d/yyyy | Name | Notes | |||||||||||||||||
96 | | Task | Milestone | File | | | m/d/yyyy | m/d/yyyy | Name | Notes | |||||||||||||||||
97 | | Task | Milestone | File | | | m/d/yyyy | m/d/yyyy | Name | Notes | |||||||||||||||||
98 | | Task | Milestone | File | | | m/d/yyyy | m/d/yyyy | Name | Notes | |||||||||||||||||
99 | | Task | Milestone | File | | | m/d/yyyy | m/d/yyyy | Name | Notes |