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MARILUZ GAITÁN CASTELLANOS 
INGLES TÉCNICO 
2014
 Contributing to the delivery of strong 
organizational governance, ensuring the 
organization is operating in the public interest and 
in a transparent and ethical way to fulfill its 
objectives 
 Helping to plan for the future to improve services 
and organizational effectiveness 
 Ensuring that the management team meets its key 
performance targets and holding it to account 
 Ensuring that the finances of the organization are 
managed properly with accurate, robust 
information 
 Helping the Board to keep its stakeholders and 
customers properly informed 
 Serving on important board committees
 Write session moderators/conference chair´s script 
 Handle full preparation of society´s Annual Meeting 
 Committee & Board Liaison 
 Assist ED and President in Board Meeting Preparation 
 Notify all committees of agenda deadline 
 Collect/compile all reports, motions, etc. 
 Coversee book and other material production 
 Coversee distribution to Board, Guests, Staff, Committee 
Chairs, 
 extras 
 Assist with meeting logistics and room reservations 
 Attend meeting, take minutes, distribute, maintain
Planning requires a systematic approach. 
Planning starts with the setting of goals and objectives to be achieved. 
Objectives provide a rationale for undertaking various activities as well as 
indicate direction of efforts. 
Moreover objectives focus the attention of managers on the end results to be 
achieved. 
As a matter of fact, objectives provide nucleus to the planning process. 
Therefore, objectives should be stated in a clear, precise and unambiguous 
language. Otherwise the activities undertaken are bound to be ineffective. 
As far as possible, objectives should be stated in quantitative terms. For 
example, Number of men working, wages given, units produced, etc. But 
such an objective cannot be stated in quantitative terms like performance of 
quality control manager, effectiveness of personnel manager. 
Such goals should be specified in qualitative terms. 
Hence objectives should be practical, acceptable, workable and achievable.
Detailed project planning and control including: 
Developing and maintaining a detailed project plan. 
Managing project deliverables in line with the project plan. 
Recording and managing project issues and escalating where necessary. 
Resolving cross-functional issues at project level. 
Managing project scope and change control and escalating issues where necessary. 
Monitoring project progress and performance. 
Providing status reports to the project sponsor. 
Managing project training within the defined budget. 
Liaises with, and updates progress to, project board/senior management. 
Managing project evaluation and dissemination activities. 
Managing consultancy input within the defined budget. 
Final approval of the design specification. 
Working closely with users to ensure the project meets business needs. 
Definition and management of the User Acceptance Testing programme. 
Identifying user training needs and devising and managing user training 
programmes. 
• Providing regular status reports to the IPSC Programme Board.
Work with senior teams to grow the businesses formulating strategies and plans 
Lead and develop finance teams 
Lead and manage the budgeting process 
Overall cash management on an ongoing basis 
Formulation of annual budgets and targets 
Overall control of all financial transactions and accountancy matters, including 
audit systems 
Preparation and submission of weekly and monthly updates 
Presentation of annual accounts with recommendations 
Review of accounts and investigation of variances then setting recovery plans 
Treasury matters 
Capital expenditure – evaluation and preparation of submissions 
Insurance/ risk management 
Setting annual cost rates and prices for customers 
Close involvement in commercial negotiations with customers 
Ensuring that the regulatory requirements of all statutory bodies are met
Prepare invoices, reports, memos, letters, financial statements and other 
documents, using word processing, spreadsheet, database, or presentation 
software. 
Answer phone calls and direct calls to appropriate parties or take messages. 
Conduct research, compile data, and prepare papers for consideration and 
presentation by executives, committees and boards of directors. 
Attend meetings to record minutes. 
Greet visitors and determine whether they should be given access to specific 
individuals. 
Read and analyze incoming memos, submissions, and reports to determine 
their significance and plan their distribution. 
Perform general office duties, such as ordering supplies, maintaining records 
management database systems, and performing basic bookkeeping work. 
File and retrieve corporate documents, records, and reports. 
Open, sort, and distribute incoming correspondence, including faxes and 
email. 
Make travel arrangements for executives.
Bookkeepers are often responsible for the payroll functions of a business. 
They may calculate employee salaries or hours, determine paycheck 
amounts, keep tax withholding records and issue paychecks or send 
information to a contracted payroll company. Bookkeepers keep records of 
payments made to employees and use them to reconcile business statements 
and keep track of business expenses. 
Bookkeepers often develop a skill set and specialized knowledge particular to 
the company for which they are employed. They may utilize specialized 
coding procedures to maintain records of debits and credits, create unique 
functions in computer programs to meet the accounting needs of the 
business and develop or adjust procedures for keeping track of finances. 
Bookkeepers have to stay informed inside the business to ensure that all 
money is accounted for. They must create or use systems for communicating 
with employees to track expenses or payments are crucial. In many 
businesses, bookkeepers are also responsible for making sure that taxes are 
paid to local, federal and state governments. 
They keep electronic balance sheets to monitor the company's cash flow and 
profit.
Greet visitors and customers. 
Answer the phone and screen calls. 
Guide callers to the right person or department. 
Take down and forward messages. 
Provide information (e.g. brochures, pamphlets). 
Receive and distribute mail. 
Manage conference rooms. 
Supervise office maintenance. 
Receive payments and make out receipts. 
Update the book of accounts and various databases. 
Assist with billing. 
Proficient in office systems softwar.e 
Thoroughly fluent in French and Englis.h 
Knowledge of your sector. 
Good typing skills.

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Organizations chart

  • 1. MARILUZ GAITÁN CASTELLANOS INGLES TÉCNICO 2014
  • 2.
  • 3.
  • 4.  Contributing to the delivery of strong organizational governance, ensuring the organization is operating in the public interest and in a transparent and ethical way to fulfill its objectives  Helping to plan for the future to improve services and organizational effectiveness  Ensuring that the management team meets its key performance targets and holding it to account  Ensuring that the finances of the organization are managed properly with accurate, robust information  Helping the Board to keep its stakeholders and customers properly informed  Serving on important board committees
  • 5.  Write session moderators/conference chair´s script  Handle full preparation of society´s Annual Meeting  Committee & Board Liaison  Assist ED and President in Board Meeting Preparation  Notify all committees of agenda deadline  Collect/compile all reports, motions, etc.  Coversee book and other material production  Coversee distribution to Board, Guests, Staff, Committee Chairs,  extras  Assist with meeting logistics and room reservations  Attend meeting, take minutes, distribute, maintain
  • 6. Planning requires a systematic approach. Planning starts with the setting of goals and objectives to be achieved. Objectives provide a rationale for undertaking various activities as well as indicate direction of efforts. Moreover objectives focus the attention of managers on the end results to be achieved. As a matter of fact, objectives provide nucleus to the planning process. Therefore, objectives should be stated in a clear, precise and unambiguous language. Otherwise the activities undertaken are bound to be ineffective. As far as possible, objectives should be stated in quantitative terms. For example, Number of men working, wages given, units produced, etc. But such an objective cannot be stated in quantitative terms like performance of quality control manager, effectiveness of personnel manager. Such goals should be specified in qualitative terms. Hence objectives should be practical, acceptable, workable and achievable.
  • 7. Detailed project planning and control including: Developing and maintaining a detailed project plan. Managing project deliverables in line with the project plan. Recording and managing project issues and escalating where necessary. Resolving cross-functional issues at project level. Managing project scope and change control and escalating issues where necessary. Monitoring project progress and performance. Providing status reports to the project sponsor. Managing project training within the defined budget. Liaises with, and updates progress to, project board/senior management. Managing project evaluation and dissemination activities. Managing consultancy input within the defined budget. Final approval of the design specification. Working closely with users to ensure the project meets business needs. Definition and management of the User Acceptance Testing programme. Identifying user training needs and devising and managing user training programmes. • Providing regular status reports to the IPSC Programme Board.
  • 8. Work with senior teams to grow the businesses formulating strategies and plans Lead and develop finance teams Lead and manage the budgeting process Overall cash management on an ongoing basis Formulation of annual budgets and targets Overall control of all financial transactions and accountancy matters, including audit systems Preparation and submission of weekly and monthly updates Presentation of annual accounts with recommendations Review of accounts and investigation of variances then setting recovery plans Treasury matters Capital expenditure – evaluation and preparation of submissions Insurance/ risk management Setting annual cost rates and prices for customers Close involvement in commercial negotiations with customers Ensuring that the regulatory requirements of all statutory bodies are met
  • 9. Prepare invoices, reports, memos, letters, financial statements and other documents, using word processing, spreadsheet, database, or presentation software. Answer phone calls and direct calls to appropriate parties or take messages. Conduct research, compile data, and prepare papers for consideration and presentation by executives, committees and boards of directors. Attend meetings to record minutes. Greet visitors and determine whether they should be given access to specific individuals. Read and analyze incoming memos, submissions, and reports to determine their significance and plan their distribution. Perform general office duties, such as ordering supplies, maintaining records management database systems, and performing basic bookkeeping work. File and retrieve corporate documents, records, and reports. Open, sort, and distribute incoming correspondence, including faxes and email. Make travel arrangements for executives.
  • 10. Bookkeepers are often responsible for the payroll functions of a business. They may calculate employee salaries or hours, determine paycheck amounts, keep tax withholding records and issue paychecks or send information to a contracted payroll company. Bookkeepers keep records of payments made to employees and use them to reconcile business statements and keep track of business expenses. Bookkeepers often develop a skill set and specialized knowledge particular to the company for which they are employed. They may utilize specialized coding procedures to maintain records of debits and credits, create unique functions in computer programs to meet the accounting needs of the business and develop or adjust procedures for keeping track of finances. Bookkeepers have to stay informed inside the business to ensure that all money is accounted for. They must create or use systems for communicating with employees to track expenses or payments are crucial. In many businesses, bookkeepers are also responsible for making sure that taxes are paid to local, federal and state governments. They keep electronic balance sheets to monitor the company's cash flow and profit.
  • 11. Greet visitors and customers. Answer the phone and screen calls. Guide callers to the right person or department. Take down and forward messages. Provide information (e.g. brochures, pamphlets). Receive and distribute mail. Manage conference rooms. Supervise office maintenance. Receive payments and make out receipts. Update the book of accounts and various databases. Assist with billing. Proficient in office systems softwar.e Thoroughly fluent in French and Englis.h Knowledge of your sector. Good typing skills.