Fill and Sign the Checklist Risk Management Essentials Form

Checklist – Risk Management Essentials 1. Documentation of all Essential Relationships A. Employment Agreement with All Exempt Employees B. Independent Contractor Agreements C. Outsourced Labor and Contract Worker Agreements D. Strategic Partner Agreements E. At Will Clause in Employee Handbook and All Offer Letters 2. Personnel Management Procedures A. Identifying Staffing Needs and Solutions B. Legal and Empowering Hiring Decisions C. Regular Performance Evaluations and Improvement D. Management of Compensation E. Consistent Discipline and Termination F. Standardized Personnel Record Keeping G. Earned Promotion and Advancement H. Litigation Avoidance through Effective Management I. Release and Severance Agreements J. Careful About Former Employee References 3. Commitment to Compliance Mandates A. Statement in Job Advertisements, Application and Employee Handbook the B. Training of Management and Employees to Prevent Harassment, Discrimination and Other Claims C. Hire and Accommodate Qualified Disabled Employees D. Grievance Mechanism with Ability to Complain to Non-Involved Supervisors E. Procedure for Prompt and Thorough Investigation of Employee Complaints F. Appropriate and Consistent (Not Arbitrary) Disciplinary Procedures G. Compliance with Federal and State Posting and Handout Requirements H. Proper Classification of Exempt vs. Non-Exempt Employees I. Proper Classification of Independent Contractors J. Well Written Safety Compliance Mandates K. Procedures for Managing Family and Medical Leave Issues 4. The Building of Powerful Workplace Relationships A. Drafting of an Employee Handbook Created by a Joint Committee of Management and the Workforce and Reviewed by an Employment Law Attorney B. Building of Trust Through Delegation, Performance Agreements, Building of Skills and Character Development C. Creation of Communication Channels Using Everything from One on One Meetings to Multimedia Applications D. Growth of the Individual in Areas Such as Health, Stress Management, Finances, Time Management, Goal Setting and Business Ethics E. Procedure for Managing Home-based and Remote Site Workers 5. Creating and Protecting a Learning Organization. A. Sharing and Carrying out a Clear Sense of Vision and Mission Which Drives Goals, Purpose, Performance and Profit B. Mechanisms Such as Suggestions Systems, Employee Knowledge Surveys and Tapping into and Applying Hidden Knowledge C. The integration of information Management System with Financial Systems Management and Activity Based Accounting D. The identification and Protection of Proprietary Knowledge and Strategies Non-Compete Agreements, Patent, Trademark, Copyright and Licensing Agreements E. Voice-mail, Email and Internet Use and Privacy Phocis F. Customer Driven Research and Development Programs 6. Insurance Requirements A. Workers Compensation B. Directors and Officers Liability C. General Liability D. Employment Practices Liability E. Professional liability F. Fiduciary Liability 7. Celebration and Rewards A . Value Driven Compensation B. Proactive Benefits in the Area of Health and Finances C. Celebration of Passages, Be They Birthdays, the Reaching of Personal and a Corporate Milestone, Hiring or Retiring