岗位职责分析（英文版）

bc ProfessionalStandards Author PeterAman Contributors BarbaraBjornson LairdReed 2 低价转让 超低价转让3800元买回的管理咨询资料 有兴趣的朋友请联系 mail mengyingmy2001 qq 282148179 3 咨询全案资料完整版 与市面上流行的零散的几百元的一些所谓咨询报告PPT文件绝不相同与其他出售资料书籍 网上下载的绝不相同 此次开放的 咨询全案资料 包括麦肯锡 波士顿 毕博 罗兰贝格 埃森哲等国际知名咨询公司和北大纵横 新华信 远卓 汉普等优秀的本土咨询公司2000年至2004年期间的咨询项目资料及相关方法 工具及成果 咨询全案资料 中含有咨询项目过程性文件和完整的提交文件 相信这些资料不论对于您本人还是贵公司都有很好的参考价值和借鉴意义 对于咨询人士来说 咨询全案资料 更是撰写项目建议书 编制咨询报告 建立行业知识库 建立公司自身方法体系 咨询项目接单及过程管理等活动的有效支持工具 咨询全案资料 列表请查阅附件 为确保您放心购买 您可以提前验证资料的真实性和价值性 您可以向我们索取资料详尽目录 在目录里任选两份文档 告诉我们这两份文档的标题 我们会通过email或QQ传给您 方便您进行资料品质的校验 4 professionalstandards Agenda ComplianceandIntroductionPoliciesCasesSourcesofadditionalinformation 5 professionalstandards Agenda ComplianceandIntroductionPoliciesCasesSourcesofadditionalinformation 6 professionalstandards ProfessionalStandardsCompliance Failuretofollowdescribedpolicieswillresultinsignificantpenalties uptoandincludingimmediateinvoluntarytermination 7 professionalstandards PolicyAreas Protecting sharingclientinformation Competitordatagathering Exclusivityandclientconflict Harassmentanddiscrimination Insidertrading GeneralandExpensePolicies PolicyAreas 8 professionalstandards Whatasetofworldwideprofessionalstandards capturedinclientservicepolicystatements whichreinforceourcommitmenttoactingwithintegrityandhonestyspecificguidelines capturedinclientservicepolicystatements fortrickysituationswherethereistensionbetweendoingthebestfortheclientanddoingthe right thing orbetweenneedsofmultipleclientsagroupofpeopleinthecenterandinlocalofficesdedicatedtointerpretingandapplyingthepolicies ProgramDescription 1of4 9 professionalstandards WhyBain sreputationandsuccessultimatelydependsonittoensurethattheinstinctivereactiontoatrickysituationisgenerallytherightonereinforceafirmwidecommitmentto doingtherightthing reinforceaculturewhichembodiesintegrityandhonestythatwecanallbeproudofprovideabusinessenvironmentconsistentwithfirmmanagementandemployeesvaluesProtectionfromlawsuits ProgramDescription 2of4 10 professionalstandards Whoeveryindividualemployee embodiesourprofessionalstandards thoroughlyunderstandsthemandappliesthemconsistentlyandcomprehensivelylocalofficeProfessionalStandardsProgramManager interprets counsels providesfeedbacktootherofficesandtheCenterProfessionalStandardsProgramDirector PeterAman centralresourcetomanageimplementationofprogramandassistdrivingofcontinuedprogramdevelopmentandimprovementProfessionalStandardsProgramOfficerandCoordinator ColinAnderson BarbBjornson centralresourcetofurtherdevelop refine andinterpret mechanismformediationManagement reinforce actively interpret apply provideincentives disincentives ProgramDescription 3of4 11 professionalstandards Howthroughlocalresources ProfessionalStandardsManagerscoordinatedwiththeCenter worldwidetrainingforalllevelsrolemodelingattheteamlevellocalcommunicationsandmarketingcoordinatedbythecenter e g intranet internal externalmarketingincentivesanddisincentivesBVU ProgramDescription 4of4 12 professionalstandards Agenda ComplianceandIntroductionPoliciesCasesSourcesofadditionalinformation 13 professionalstandards ProfessionalStandardsPolicies ProtectingandsharingclientinformationCompetitordatagatheringExclusivityandclientconflictHarassmentanddiscriminationInsidertradingGeneralandExpensePolicies 14 professionalstandards clientidentityclientinternaldataproprietaryinsightspurchasedstudies permissionmaybeoverarchingatcasestart presentationsproposalsback upinformationsuccessstories generalinsightsgeneraldevelopedinformationpubliclyavailableinformation Information Whichcanandshouldbeshared Whichshouldbesharedoncesanitized Cannotbesharedwithoutexplicitpermissionfromtheclient Noconfidentialorproprietaryinformation includingtheclient sidentityandcharacteristicsoftherelationship providedbyorobtainedfor aclientmaybegiventoanyoneoutsidethecaseteam InformationwhichisneitherproprietarynorconfidentialmaybesharedonlywiththeexpressapprovalofaBainpartnerontheoriginatingcase andinmanycases theclient Protecting SharingClientInformation Guidelines 15 professionalstandards WhenclientinformationisprovidedtoacompetingcaseteamorwithinaPracticeArea thematerialmustbesanitizedbyoratthedirectionoftheOperatingVPwhoisthenalsoresponsibleforapprovingthefinalproductWhenclientinformationisprovidedtoanon competingcaseteam theprocessofsanitizingtheinformationmaybedonebyoratthedirectionoftheVPaskingfortheinformationbuttheOperatingVPisresponsibleforapprovingthefinalproduct Sanitizing ordisguising clientinformationandapproving disapprovingcommunicationoftheinformationistheresponsibilityoftheOperatingVPwhodidtheworkaccordingtothefollowingguidelines Protecting SharingClientInformation DisguisingInformation 16 professionalstandards Doesthedevelopedinformationdependheavilyonclientproprietarydata input information Sourcedatahighlyproprietary notpublic Sourcedatareliantonclientinputandorinvolvement e g clientinterviews Didclientpayasignificantportion e g x or x ofthecostofBain svalue addedindevelopingtheinformation i e insightpaidforbyoneclient notmany Wouldsharingtheinfopassthe SunshineTest Wouldsharingtheinfopassthe SunshineTest SanitizeInformationandShareit InformationMayNotbeSharedWithoutClientPermission InformationShouldbeShared Protecting SharingClientInformation DecisionRulesforDevelopedInfo 17 professionalstandards Copyrightpermitting ProtectingandSharingClientInformation PolicySummary ExternalReportsArticleorreportname date author etc NewsormagazinearticleLiteraturesearchReportpurchasedbyBain notclient BainPresentationsMethodologySlidesWorkplansIndustryoverviewdataStrategicinsights iftheinsightsweredevelopedovermanyclientsandnotjustone e g lessonslearnedfromaretailcustomersegmentationcase Strategicinsights iftheinsightsweredevelopedforjustoneclient e g asequencingalgorithmfortwoautomanufacturers InternalclientdataClientresearch dataReportpurchasedbyclientAstudyconductedbytheclientAdataspreadsheetfromtheclient X X X X X X X X X X X X X Informationthatcanandshouldbeshared Clientapprovalbeforesharinginformation Informationmustbedisguisedbeforesharing SubjecttoOperatingVPapproval 18 professionalstandards ThegreatestamountofthehighestqualityinformationAtthelowestpossiblecostforourclientWiththehigheststandardsofprofessionalconduct andtradeoffswillalwaysberesolvedinfavorofbusinessethicsoverdatacollectionconvenience CompetitorDataGathering Objectives 19 professionalstandards Clientconfidentialitymustbeprotected neverrevealclientnamewithoutVPandclientapprovalAllstatements writtenorverbal mustbetrue LyingisneveracceptableunderanycircumstancesRefusingtoanswerquestionsispreferabletolyingBainEmployeescannotmis representthemselves thefirm nameortypeofenterprise orthetypeofresearchtheyareperforming CompetitorDataGathering Policies 1of4 20 professionalstandards Interviewrespondentscanbepromisednon sensitiveresultsofresearchonlyifsuchresultsarefurnishedasdescribedandpromisedNocompanymaybecontactedbyacaseteamforacompetitorinterviewwithoutexpressapprovalfromaVPonthecase topreventinadvertentlycallinganotheroffice s team sclientbymistake CompetitorDataGathering Policies 2of4 21 professionalstandards OnlyVPsmayapprove signwrittenstatementswhichdescribeforcompetitorinterviewtargetsthepurposeofthequestionsorthedestination limitationsontheuseoftheresultingdataNon managementemployeesmaybecontactedonlywithexpressapproval fromaVPonthecase Wheninterviewingsomeonecurrentlyassociatedwithourclientwhopreviouslyworkedforacompetitorofourclient Bainstaffshouldclearlycommunicatethatweexpectthemtohonortheirconfidentialitycommitmentstotheircurrent orprevious employerwearespecificallyaskingthemtoavoiddivulginganyinformationwhichisproprietaryorshouldbeconsideredconfidentialweareonlyaskingforinformationthattheyarecomfortabledivulging CompetitorDataGathering Policies 3of4 22 professionalstandards InnocircumstancesmayaBainemployeeofferanykindofmonetaryornon monetaryincentiveforthepurposeofgatheringinformationBainemployeesareresponsiblefortheactionsofthosetheydirectlyorindirectlysuperviseOverarchingtestofanydecisionisalwaysthe SunshineTest whethertheactionstandsupunderscrutinybyanobjective3rdparty oronthefrontpageoftheWallStreetJournal CompetitorDataGathering Policies 4of4 23 professionalstandards Howdowerepresentourselves Iam yourname ofBainwouldyougivemesomeinformationIam yourname abusinessschoolstudentBain Company amarketresearchfirmamarketresearchfirm AlwaysAcceptable AcceptableOnlywithVPandoftenclientApproval AbsolutelyProhibited X X X X X X X X CompetitorDataGathering Guidelines 1of3 24 professionalstandards Howdoyourepresenttheclient nomentionindustryofclientareaofinteresttoclientclientnameanythingelseWhatorganizationsdowecontact customersindustryassociationssupplierscompetitorssecurityanalysts AlwaysAcceptable AcceptableOnlywithVPandoftenclientApproval AbsolutelyProhibited X X X X X X X X X X CompetitorDataGathering Guidelines 2of3 25 professionalstandards Whointheorganizationdowecontact seniormanagementmiddleandjuniormanagementnon management laborandclerical Areincentivesappropriateforgatheringinformationmoneyothernon monetaryrewards AlwaysAcceptable AcceptableOnlywithVPandoftenclientApproval AbsolutelyProhibited X X X X X CompetitorDataGathering Guidelines 3of3 26 professionalstandards Bain Companyisdedicatedtohelpingourclientsachieveoutstandingresults Assuch weprideourselvesonhavingthemostrigorousstandardsintheconsultingindustrywithrespecttoconfidentiallyandconflictofinterest Confidentialityofdata OurgoalisabsoluteprotectionofproprietaryclientdataRigorousinternalpoliciesandprocedures Assignmentexclusivity Bain Companywillnotacceptaclientassignmentworldwidewhereinourjudgmentsuccesswouldcauseanexistingclientassignmenttofail Undermanycircumstances thispermitsBaintoservetwocompetitorsinanindustry However thiswilloftenrestrictstaffingandtheofficeinvolved Toourknowledge nootherleadingconsultingfirmoperatesastandardthisrigorous ExclusivityandClientConflict PolicySummary 1of2 27 professionalstandards Formal performancepartnership Whereappropriate weaspiretoagreetoformal performancepartnerships withourclients aimedatcreatingsustainedexceptionalclientresults Sucharrangementsareentirelyatthebehestofourclients A performancepartnership relationshipisinnowayarequirementbyBain Company InternalBaingatekeeper AmemberoftheBain CompanyworldwidePolicyCommitteeisdesignated internalgatekeeper toensureanyissuesrelatingtopossibleconflictofinterestareresolvedinamannerfullyconsistentwithBainpoliciesandclientinterests Peopleexclusivity Individualswhoareinvolvedinstrategyworkforaclientarerestrictedfromdongstrategyworkforadirectcompetitorforaminimumperiodfollowingtheendofanassignment typicallyonetotwoyearsforseniorindividuals ExclusivityandClientConflict PolicySummary 2of2 28 professionalstandards HarassmentandDiscrimination PolicySummary Noemployeeshallthreatenorinsinuateanyadverseeffectswhatsoeveronanotheremployeewhoisrefusingtosubmittosexualadvances Noemployeeshallengageinsexuallyharassingbehavior includingpropositions sexualcomments sexuallydegradingterms orthedisplayofworkplacedecorations whichcouldpossiblyoffendanotheremployee Noemployeesshallcreateanoffensiveorintimidatingworkenvironmentorexperiencebywords acts jokes threats orprintedmaterialswhichdemeanorshowhostilitytoanindividualrace color religion gender nationality age sexualorientation ordisability 29 professionalstandards Ourpolicyoninsidertradingprovidesthegreatestprotectiontobothindividualemployeesaswellastothefirm designedtopreventanyviolationsofsecuritieslaws inadvertentorotherwise aswellastoavoidtheappearanceofimproperconductonthepartofanyoneemployedatourfirm Youareprohibitedfromtrading andfromtippingotherstotrade inacompany sstockwhen youknowmaterial non publicinformationaboutacompany orthecompanyisaBainclient andappearsonBain sRestrictedList orthecompanyisotherwiseassociatedwithBainoraBainclient andappearsonBain sRestrictedList IftradingoutsidetheU S youareexpectedtoadheretolocallaws however evenifthereisnolocalprohibitionon insidertrading tradinginthestockofaBainclientisnotpermitted InsiderTrading PolicySummary 1of2 30 professionalstandards The RestrictedList ofcompaniesinwhichemployeesmaynottradeismaintainedbyLocalControllers CorporateTreasuryandpossiblytheseniorLibrarianineachlocaloffice Ifyouownasecurity youmaysellthesharesimmediately assumingnoissueofinsiderinformation orholdtheshares eitherina blind trustoruntil3monthsafteryouleaveBain inrarecircumstancesandonlywiththeapprovaloftheCenter youmaybeabletosellasecurityontheRestrictedListwithinaprescribedwindowTheconsequencesofinsidertradingviolationscanbestaggering civilfinesupto3timestheprofitgainedorlossavoidedbythetradingcriminalfines nomatterhowsmalltheprofit ofupto 1millionliabilitytothosedamagedbythetradingtheappearanceofimproperconductcanhaveaveryseriousimpactonBain sbusinessandfinancialresultssanctionsuptoandincludingterminationofemploymentforcause InsiderTrading PolicySummary 2of2 31 professionalstandards GeneralandExpensePolicies Employeesmaynotviolateanycriminalorcivillawsorregulations federal state orlocal aspartofanyworkforBain Companyoritsclientsnormaytheyrecommend eitherseriouslyorinjest thattheclientviolateanycriminalorcivillawsorregulations Bain CompanyletterheadmayonlybeusedforBain Companybusiness Employeescannotacceptgiftsorpaymentsfrom3rdpartyvendors exceptthosegenerallyacceptedinthebusinesscommunity e g frequentflierawards EmployeescannotuseBainorBaingeneratedcontactstopromoteorsellproductsofcompaniesinwhichtheyhaveamaterialinterest GeneralPolicies EmployeesmustfollowExpenseStandardstodeterminereimbursableexpenses ExpensePolicies 32 professionalstandards Agenda ComplianceandIntroductionPoliciesCasesSourcesofAdditionalInformation 33 professionalstandards Whiletalkingsociallywithafriendwhoisworkingforadifferentclientinthesameindustryasyourclient telecommunications yourfriendmentionsthathermanagerhasjustapprovedthepurchaseofa 4 000industryreport This200pagecomprehensivedocumentisfromaresearchfirmandhasmuchofthedatathatsheneedstocompleteheranalysis Shethinksitmightbehelpfultoyourcaseteam Youbelievethisreportcontainsmuchofthedataandanalysisthatyouwouldneedforyourownanalysis Yourfriendhasacopyofthereport and asitcontainsnoprivateorconfidentialdatafromherclient sheasksifyouwantacopy Additionally sheoffersyouanumberofgeneralarticles webpages andliteraturesearchesontheindustrythatmightbeofsomeusetoyou Situation Complication Cross TeamSharingofExternalDataSources 1of3 34 professionalstandards Canyouphotocopypartsofthe 4 000reportthatherBaincaseteampurchased Canyouusethepubliclyavailablearticles webpages andliteraturesearchesyourfriendhasfoundeventhoughsheconductedthesearchontimethatwasbilledtoanotherclient Questions Cross TeamSharingofExternalDataSources 2of3 35 professionalstandards IfBain notoneofitsclients paidforthereport theinformationcanbesharedwithinBain However youshouldcheckwiththeBainlibraryandtheresearchfirmthatpublishedthereporttoensurecopyrightlawswillnotbeviolated IfaBainclientpurchasedthereport Bainmustsecuretheapprovalofthatclientinordertosharethereportwithanotherclient checkwithyourVP Typically thetwoclientswillsplitthecostofthereport Again youshouldcheckwiththeBainlibraryandtheresearchfirmthatwrotethereporttoensurecopyrightlawswillnotbeviolated Publiclyavailablearticles webpages andliteraturesearchescanbesharedwithyouwithapprovalofthemanageronthecase checkwithhim herfirst Answers Cross TeamSharingofExternalDataSources 3of3 36 professionalstandards WhileresearchingthebenchmarkingworkthatBainhasdoneforitsclientsintheutilitiesindustry youfindacasethatcontainsaninternalandexternalBDPforacompetitorfromanothercountry AcasesummaryexistsonBRAVAbutitdoesnothaveanyofthebackupdatathatwouldbehelpfulinyoureffortstobenchmarkthecompetitorsofyourclient ThoughthecasewasdisguisedinBRAVAitappearsthatsomeofthebestpracticesareinternaltotheBainclientforwhomtheworkwasperformed AslidethatlistssourcesintheBRAVApresentationshowsthatmuchoftheinformationthatwascollectedforthecompetitorsisfrompublicsourceslikeOSHA theEPA andvariouslocalnewspapers However thereisdetailedcostinformationontheoldclientthatcamefromtheirfinancedepartmentaswellasaninternalreportthattheclient soperationsgroupconducted independentofBain ontheircompetitors machinerymaintenancecosts Toensuretheaccuracyofyouranalysisandtosavetime youproposetoyourcaseteamleaderthatyouintegratemuchofthedatafromthepreviousBDPintoyourownwork updatinginformationwherenecessarybyusingthecontactsunearthedbytheoriginalwork Situation Complication SharingDataandResearchDoneforAnotherClient 1of3 37 professionalstandards CanyoucontacttheCTAontheothercaseandrequestthepubliclyavailablebackupdata Canyouusetheotherclient sinternalstudydoneoncompetitors machinerymaintenancecostswiththerationalethatitdoesnotcontainanyoftheotherclient sowndata Canyouutilizethelistofsourcesthatthepreviousteamdeveloped Canyourequestacopyoftheoriginalclient sfinalpresentationandusetheaggregatednumberstheycalculatedtorealitycheckyourownwork Questions SharingDataandResearchDoneforAnotherClient 2of3 38 professionalstandards Obtainingthepubliclyavailablebackupdataisallowed However youshouldcontactyourmanagerforhis herapprovalbeforeaskingforthedata Usingtheinternalreportthattheotherclient soperationsgroupconductontheircompetitors machinerymaintenancecostsisnotpermittedasitunambiguouslybelongstotheclientandwasdevelopedusingclientresources Evenifthereportcontainsonlyasummaryofpubliclyavailableinformationandnointernaldata itshouldnotbeusedandwouldmostcertainlyfailtheSunshineTest TheSunshineTest wouldyouandothersatBainbeatallconcernedifthisparticularinformationbecameverypublic e g onpage1ofTheWallStreetJournal Inordertoupdatecostinformationinthisexample itispermissibletocontactthepeopleandorganizationscontactedbytheothercaseteam Thisisatime savingstepand sincetheinformationisnotconsideredconfidential usingitwillnotcompromisetheBainworkdonefortheoriginalclient Sharingaclient sconfidentialnumberswithanothercaseteamisnotallowedunlessthenumbersaredisguised astepwhichgenerallyrendersthecomparisonuseless Maintaining