Item Milestone date Responsibility

Quarterly year meeting to update Once in 3 Months Meeting with managers

knowledge on MLR codes of to discuss on concerns
conduct ,policy & procedures, required to build change
legislation requirements strategy and budget
allocation

Provide Training to develop

technology skills and act
proactively to reduce risk at MLR

Coaching camp for motivate 1day- 1hr

managers to develop required
leadership styles and skills for
professional Management

Consulting to raise awareness on 1day -2hrs

WHS responsibilities and ensure
all transaction handled fairly and
transparently

Workshop for develop awareness 1day – 2hrs

on WHS communication plan and
maintain appropriate record
keeping methods

Conduct WHS committee 2days – 2hrs

meeting fortnightly to assess
workplace hazards and update any
risk across the organisation

Conduct Survey to obtain clients once in a fortnight

feedback for ensure any changes
required for risk management

Development of ethical charter,

including principles all agents
must follow for better practice

Meet CEO to approve draft 2days

planning documents

Budget

Project Name:

Income Incl. GST Excl. GST

Commissions, fees from clients $2,566,000.00 $2,540,340.00

Investment income $1,567,000.00 $1,410,300.00

COGS $150, 413 $135,371.70

Total Income $4,283,413 $4,086,011

Expense Incl. GST Excl. GST

Staff travel, transport and accommodation 1,280.00 1,152.00

Off-site training room 1,200.00 1,080.00

Professional fee: WHS trainer/ facilitator 960.00 864.00

Professional fee: Anti-discrimination trainer/facilitator 960.00 864.00

Mary Stewart (WHS consultant) 1,200.00 1,080.00

Pat Lee (Lawyer/ anti-discrimination expert) 1,200.00 1,080.00

Promotions package: email, social media, trade magazine 4,000.00 3,600.00

placements, local newspaper copy

Subtotal $10,800.00 $9,720.00

Contingency (+10%) $1,200.00 $972.00

TOTAL $12,000 $10,692

Signature: ________________________________________ Date: _____/_____/______