Business Planning Flashcards

1
Q
  • How often do you have team meetings?
A
  • Meetings with Valuation team:
  • Monthly meetings
  • Discuss WIP
  • Discuss objectives
  • Meetings with Supervisor:
  • Work alongside a Partner
  • Weekly discuss WIP, objectives and my work
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2
Q
  • How are jobs spread amongst the team?
A

Each valuer has a certain level of expertise and certain areas of specialty and location. These jobs are accounted for by the team through email chains and conversations. Jobs come in through several streams including banks, panels, and clients. Quoting system where it is first come first served with some exceptions.

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3
Q
  • What are SW’s objectives as a business?
A
  • Big enough to deliver, small enough to care
  • Commitment to combatting the Climate Crisis
  • Newly formed ESG department
  • ESG deeply rooted within business strategy
  • Commitment to becoming Net Zero by 2035 and Zero Carbon by 2045
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4
Q
  • What material are you provided with regarding SW?
A
  • SW Intranet with news articles updated regularly
  • Presentations from the shareholder regarding their specialties
  • SW Graduate Day
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5
Q
  • What is the company’s organisational structure?
A
  • 210 employees
  • 9 offices
  • Several teams within each office
  • Team structure
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6
Q

What are the key elements of a business plan?

A
  • Executive Summary with Mission Statement
  • Markets in which will operate
  • SWOT Analysis
  • Financial forecasts
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