Independence and teamwork: workplace scenario

Background

It has been a couple of months since your software suggestion was implemented. You receive an email from James (the head of sales) with Sandy (the managing director) and Mary (the accounts manager) copied in. The email says:

"Well done on your work with this new software. I know Mary is thrilled with how much easier our compulsory reporting has been!

I noticed that one feature of the software was the sales trend reporting.

As you'd know from induction and from the policies and procedures manual, Little Pear Juice Co. is currently selling store franchises. Our current information pack has some detail on sales trends, but it would really pop if we could get some of those impressive charts and details the software can generate.

To do this, we'll need to enter about a year's worth of past sales data. It's a bit of a jumble, because as you know, we didn't have bookkeeping software before this. We've got Excel spreadsheets, Google Sheets, even some stuff on paper!

You'd be the best person to organise this, but you won't be working alone. Sandy and Mary have allocated Karen Judd from admin and Charlie Jones from accounts to help you with this project.

Can you take on this challenge?"

1. You've put your plan in to place, and you're half way through the old sales records. Because of the way you've organised your work, you've already been able to get some results and reports back to James and Sandy. They're thrilled with the extra detail, and how quickly you've got some preliminary results back to them.

You want to share the good news with Karen and Charlie, and give them feedback about their individual work.

Write down what you'd say to them.