Case Study 4: Participate in and Facilitate Work Team Activities

SCENARIO

The monthly meeting agenda includes discussing the teams work progress and accomplishments for the previous month. It also includes planning out the division of work between the bookkeeper and two (2) of the accounting staff for the upcoming month. This is to put things in order, distribute tasks, address pressing concerns, issues or questions, commend outstanding efforts and encourage everyone to do certain tasks.

The following tasks are to be distributed among the bookkeeper and accounting staff.

• Amanda Ford, bookkeeper - file documents to maintain historical records, prepare trial balances and reconciling entries
• Accounting staff 1 - prepare a cost-benefit analysis of Options 1, 2, 3 and 4 for Essenziale Cosmeticoss latest major project.
• Accounting staff 2 - prepare a cost-benefit analysis of Options 5, 6, 7 and 8 for Essenziale Cosmeticoss latest major project.

The members of your team have delivered beyond your expectations. They have dedicated their time and efforts well to ensure that the goals are attained. Each member of the team has their strong points, and you want to commend and thank them for a job well done. Remember to mention these during your meeting.

• Amanda Ford, bookkeeper for working past her usual office hours to deliver compliance requirements to the ATO and for assisting you in coming up with a scheme that helps lower tax.
• Accounting Staff 1 and 2 for helping install a tool that made monitoring payments easier and for assisting you and Amanda in the delivery of several requirements.

Task 1: Memo

Write a memo reminding the staff of the Essenziale Cosmeticos Accounting Department of the upcoming meeting. Give an overview of the agenda for the meeting. In particular, mention and specify the achievements of Amanda Ford and the accounting staff as outlined in the scenario above. Make sure to emphasise how much the company values their contributions and encourage everyone to continue working hard.

Fill in the template below with the draft of your memo.

Memorandum
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