The McCarl Group

(877) 720-7481 success@mccarlgroup.com

McCarl Scorecard TM

Risk management is NOT a one-time event, but an ongoing part of enterprise management. Take a few minutes to assess yor company's risk tolerance across key performance indicators. PLANNED/
MEASURED
SITUATIONAL/
PERIODIC
RARELY CONSIDERED
HAZARD
SAFETY

Our safety program is...

We have trained personnel dedicated safety & insurance

We conduct field safety audits for our projects

EXPERIENCE

We have a written EMR management plan

We have a "Back to Work" program

We utilize a safety incentive program

INSURANCE

We have an annual risk inspection by our carrier

We meet with our carrier to review all claims and reserves annually

We periodically quote out our insurance package

OPERATIONAL
ESTIMATING

We utilize written pre-bid checklist

We involve Project Management in estimating

We involve Field Supervision in estimating

SCHEDULING

We utilize scheduling software

We use short interval plans

All jobs have daily huddles

PROJECT MANAGEMENT

We have a written project management system

Project managers have access daily to financial information for their jobs

PMs are accountable for their jobs’ profitability

FINANCIAL
CASH FLOW

We have an established policy/procedure for billing

We have a process for managing Aged Receivables

We actively manage Retention

We actively negotiate Payment Terms

BANK / BOND

Interest Rates

We meet annually with our banker to review our results

We meet annually with our bond company

MANAGEMENT

We produce timely financial reports for management

We have developed a dashboard for success

Someone is responsible and accountable for AR

STRATEGIC
PLANNING

Mission - We have a written mission statement

Strategic Plan - We have a plan that is updated annually

Operations Plan - Budgets are written

GROWTH

Business Development / Marketing Plan - Annual & written

Project tracking / Bid list

OWNERSHIP

"Beer Truck" Plan

Succession Plan

Board of Directors

PEOPLE

Formal job descriptions

Annual performance evaluations

Development plans

EDUCATION
TRAINING

We have a training budget for the company

We have a training budget for each department

We do in-house training at our company

Performance Evaluations include career goals and how to reach them such as by training

Employees are trained by computer or other company systems instead of on the job training

We have an internal system to track employee training

Employees receive incentives to go to additional training

COMPANY INFORMATION