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Appendix A: Work Allocation Matrix Template

Appendix A: Work Allocation Matrix Template

Employee name Role/Position Current work profile Proposed revised work profile for current project (with at least three new tasks)
Ming Wei



Accounts and Payroll Officer        Bookkeeping

Payroll processing

Preparing and issuing client invoices

Making journal entries



Watch compensation in taxation.

Prepare tax reports

Set some methods of payment




Jenny Day



Customer service representative        Manage website and social media customer interaction

Promote products and services on social media

Answer phone calls and queries via email and social media

Respond to customer complaints and escalate issues to relevant personnel

Work as a team with others to ensure customer orders and queries are fulfilled

Daily review the website and check whether the updated information is correct

Deliver information related to the offerings of the company


Collect essential feedback from customers.

Samantha Davey



Inventory Manager


       Maintain receipts, records, and withdrawals of the stockroom

Receive, unload, and shelve supplies

Inspect deliveries for damage or discrepancies

Confirm proper stock levels and maintain inventory control

Coordinate the movement of equipment, and necessary minor repairs

Manage the accounting related to inventory


Develop a schedule for the inventory staff


Resolve the inconsistencies related to inventory


Dylan Knight



Order Processor


       Receive and process orders

Package orders for dispatch

Receive, unload, and shelve supplies

Assist store keeper in checking stock levels

Set settings related to shipping

Try to set up a curb or local arrangements for pickup.

Maintain the orders of fulfilment.

Fawad Khan




IT Support Officer


       Trouble shooting IT issues for team members

Responsible for data storage, back up and security.

Maintaining customer databases and records

Immediate respond to the breakdown

Take the feedback of clients related to the nature or problem related to the website.

Maintain records related to the licenses of software



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