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Category: Office Management

Leave regulations (Holidays, sick, personal)

Vacation:  Vacations are to be taken at such times that are mutually convenient to you and the company. Vacation has to be signed off by your direct supervisor, through a form signed by both parties and handed to Monica.   Public holidays will go according to the stipulated official days announced by the Chinese labor authority; off-in-lieu will be given if such holidays are not consumed on the actual day.   Sick/Personal leave: (standard practice) […]

Project Types

This deck walks you through the different types of projects and their checklists. Remember to use a VPN Click for a better viewing experience! Update the original document here https://docs.google.com/presentation/d/1E2HkxYeLH_5Xri6LJdwzzijHrWaEkzdFcoAsxTuZNds/edit#slide=id.g80306bb351_1_8  

Projects – Debriefs

Why we should do project debrief:   For each project, we will do project debrief once the project is finished. The purpose is to go over again the whole project to know what we do well and what we need to do better in next time.   This gives us a chance to learn from the each project and keep doing well in the future.   How you could prepare the project debrief:   Before […]

CRM SOP

This is the Standard Operating Procedure (SOP) for our Customer Relationship Management (CRM) tool Why do we need an SOP for our CRM?   1. Capture Everything No matter if it’s a lead or not, capture everyone in the CRM, this list is used for future marketing also ⬇ 2. Create a new person and company details No matter if it’s a lead or not, capture everyone in the CRM, this list is used for future […]

Cloud Storage

Our cloud storage system is on Jianguoyun. Please contact management for a personalised login. . Our cloud storage system is linked with our Global Drive. Files are uploaded/downloaded to/from the cloud automatically every 30mins, vice versa. Therefore, the filing system on the cloud is identical to Global. . To Share file with client Right click on the file that you’d like to share, then select “Share”. A window with a link will pop-up. !!!BUT THIS […]

Webmails, forwarders, out of office

HOW TO ACCESS YOUR EMAILS REMOTELY USING WEBMAIL go to threaddesign.com.cn/webmail (Note: in case you get a security warning when reaching the page, click “proceed anyway”) use your email address and email password to log in choose one of the 3 mailbox systems to read your email (Round Cube has the most options)   HOW TO FORWARD YOUR EMAILS TO ANOTHER EMAIL ADDRESS go to threaddesign.com.cn/webmail (Note: in case you get a security warning when reaching the page, […]

Project Management Roles

BUSINESS DEVELOPER Where the money comes from. Business developers persuade other people to give us money. They will do what ever they need to close the deal. These people must not sleep.   PROJECT LEAD (Project Mentor/Champion) Project advisors from the outset, they help plan and push. Scope, plan and create the project strategy This person receives weekly updates to check on; Provide advise to account management Identify opportunities to grow the project Make sure […]

Expenses claims

EXPENSES < 1000  RMB – Common expenses to be reimbursed with a valid receipt. Examples: Taxis fares, travelling expenses to meet clients, expenses for clients during business meeting, etc. – Uncommon/outstanding expenses to be approved by finance first –> Email finance@threaddesign.com.cn then to be reimbursed with a valid receipt Examples of outstanding expenses: company celebrations expenses, purchase of material for a specific project, etc. – Claim procedure: See Petty Cash section   EXPENSES > 1000 RMB – […]

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