Case 1:03-cv-02485-MSK-PAC
Document 345-62
Filed 02/16/2006
Page 1 of 2
EXHIBIT Y
Case 1:03-cv-02485-MSK-PAC
Document 345-62
Filed 02/16/2006
Page 2 of 2
ITINERARY FOR REGIONAL-MANAGERS MEETING 7/29/03
9:15-intro's, bio's, schedule for the day.
THEME OF THE MEETING: CONTROLLING OUR OWN DESTINY!
9:45-review July numbers, review August commitments, company trip, picnic.
where
10:15-Recruiting: hiring the very best person for the job. Who are these people and do I find them?
Interviewing: prep for the interview, mock interview.
Training: using the manual, setting the expectations, on the job trafning.
Termination: set the table, be fair, be compliant, document everything.
12:15-Lunch
1 :OO-Craig Castelein
2:00-40 hour work week: time sheets, daily schedules for manager and lo's, work
hours, offce decorum, getting the job done in the allotted time.
I.~
3:15-Break
3:30-Sales: non-conforming volumes (submissions, full fies), conforming (Lp submissions), daily report (Friday production). Overcoming rate increases (5/25, 7/23), brokering vs. banking, lead management.
5:00-Miscellaneous: do not
call policy, legal website, 'Iocks/extensions, what's coming.
5:30-6:00- Wrapup/review