Garland Patton Jr Success Plan
GoalSort and filter column Goal Success measure/KPISort and filter column
Meet KPIs around Accountability & Error Reduction
Reduce the number of errors in monthly and quarterly
processes:  Pinnacle Rankings, Monthly Sales
Summary updates, Monthly Payout files, Comp
Exception analysis (Revenue Adjustments & Temporary
Coverage)
Publish individual Pinnacle performance on a quarterly
basis for the CAD and CV teams, starting at the end of
Q2 Publish CAD and CV Pinnacle Rankings in the 3rd
week or earlier each month. Be able to execute
Commission Statements for the CV and CAD segments
and distribute by Tuesday before pay day for Quarterly
true-ups. Execute monthly payout file updates for CAD
and CV on time each month with minimal errors.
Facilitate the 2023 Comp Advancement database and
process. Continue to build and maintain the Comp
Advancement database for 2024.
April
Week 1
Three or less errors in each process during
manager review by end of year.
Specific KPIs for each process by month or
quarter will be provided by manager by end of
May. KPIs will be based on number of errors
during manager review.
Distribute individual AM, TM, and CS Pinnacle
performance files on a quarterly basis, starting at
the end of Q2. Finalize and distribute Pinnacle
Rankings for the CAD and CV teams in the 3rd
week of each month, starting with Q1 Rankings
in April. Fully execute updates to Statement
templates for the CAD and CV teams by end of
Q2. Fully execute the Commission Statement
process and distribute statements for the CAD
and CV teams by Tuesday before payday in Q3
and Q4. Complete monthly payout file updates
for CAD and CV with minimal errors by Monday
before payout due date each month, starting with
the March payout file (in April). Complete 2023
Comp Advancement tasks (database updates and
competencies documents) by April 1st and update
the Comp Advancement database for 2024 by Q4
2023.

Improve and simplify processes for Commission
Statement templates, Comp Exception & Rankings
slides, manual steps through payout & rankings files.
Support the quarterly Comp Exception process –
Complete slides and data analysis for CV & CAD
requests. (End of Q2) Run- Rate Analysis: Starting in Q2,
have the RR analysis completed by Week 2 of Month 2
for CV & CAD. Automate process for prorating payouts
by end of (Q2) – team goal SOP document/Process
checklist ownership – build or modify as needed based
on process changes: Comp Advancement Payout files
– CV, CAD Rankings – CV, CAD Automated processes
Take 1-3 development courses through Philips
University. Specific courses will be updated by
5/1/2023. (1) The Art of Communication Take VBA &
Python beginner course (Q2), Intermediate VBA course
(Q3), Advanced VBA course (Q4)
Complete all assigned TEDs Training and Philips
University Trainings on time.
Add
process
checklist
to
Pinnacle
Minimize/reduce the number of Commission Rankings
Statements templates by 6/1/2023, determine
ways to auto-populate slides with Excel data for
Rankings & Comp Exception slides by 8/1/2023,
add macros for quick step solutions for manual
processes (document list of quick step solutions
by 4/1/2023). Complete all slides and data
analysis for CV and CAD comp exception
requests, starting in Q2. Update the CV and CAD
RR Analysis on a weekly basis each quarter,
starting in week 2 of month 2 (starting in Q2).
Update CV payout file with automated process
for prorating payouts by end of Q2. Create
detailed process checklist for Comp
Advancement updates by 5/1/2023. Create
process checklist for any new automated
processes by end of year. Modify Payout file and
Rankings SOPs for CAD & CV by 10/1/2023.
Add process checklist to Pinnacle Rankings,
payout files,  sales summaries, revenue
adjustment, and temporary coverage files for CV
& CAD by 5/1/2023.
Train on
Complete trainings, schedule time with manager VBA
to review lessons learned and key takeaways by
10/1/2023. Complete assigned VBA & Python
courses/trainings.
100% of assigned TEDs trainings and Philips
University trainings completed on time.
 April May June

Week 2 Week 3 Week 4 Week 1 Week 2 Week 3 Week 4 Week 1 Week 2 Week 3
Complete Add Add Update CV Update CV
all slides process process payout file payout file
and data checklist checklist with with
analysis to Sales to Rev automate automate
for CV and Summarie Adjustmen d process d process
CAD comp s ts and for for
exception Temporar prorating prorating
request. y payouts payouts
Comp Coverage
Advancem
ent
Checklist
Update.
Add
process
checklist
to Payout
Files

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Week 4 Week 1 Week 2 Week 3 Week 4 Week 1 Week 2 Week 3 Week 4 Week 1
 Create Create
process process
checklist checklist
for any for any
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by end of by end of
year. year.

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 September October November

Week 2 Week 3 Week 4 Week 1 Week 2 Week 3 Week 4 Week 1 Week 2 Week 3
 Modify Create
Payout file process
and checklist
Rankings for any
SOPs for new
CAD & CV automate
d
processes
by end of
year.

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mber December

Week 4 Week 1 Week 2 Week 3 Week 4

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