Positions and what they do as per business plan:

Read From P. 28

Title Department HOD Primary Function

CFO Finance Represent
Economic Interest
Accounts Under CFO
CEO Strategic Role CM (Acting Capacity) driving force of
corporate
strategy
COO Logistics & Operations CM logistic
interests
HR Under COO
Company Legal JG Legal environment
Secretary JG also Acting Marketing
Manager reporting to
COO
CIO EM Information
Technology
Interest
CTO Project Management GI Expert level on
Acting Finance Manager technologies
Reporting to CFO that the CIO
must employ
CTO Research and Design Under CTO Research and
investigate
new
opportunities.

Mark Gachara. CFO & CTO

Roles as CFO

i. Will work to provide financial support for a company's business

objectives.

ii. Is responsible for bringing important financial controls to a

company.

iii. Handles Projects With Major Financial Impact: will also handle
those projects that require significant quantitative and
qualitative analysis in order to arrive at an understanding of the
options that are available.

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iv. establish good working relationships with banks as well as other
financial institutions that may impact on the company's ability to
finance its operations

v. Expected to play an important role in addressing major strategic

issues that can have an impact on the company's long-term
future. Such issues might include the development of an
company acquisition strategy to help fuel additional growth, or
the divestiture of particular product lines or business activities
that no longer match the company's business objectives.

vi. Serves as key advisor to company management: is a key

member of the management team of a growing entrepreneurial
company.

Roles as CTO

The CTO role is a solid investment for most corporations and its value
is derived from its function, not its seat at the table. Specifically, the
CTO, as the right hand of the CIO, provides the company with an
executive-level subject matter expert on the issues surrounding the
technologies that the CIO must employ in order to achieve the
company’s strategic objectives.

1. Works closely with Marketing, Business Development and

Operations to define and deliver new products and
enhancements
2. Manages the project management process to support the
company’s growth
3. Reviews and approves proposed development releases
4. Develops, tracks and controls the development of annual
operating and capital budgets for purchasing, staffing and
operations
5. Manages and optimizes infrastructure assets to satisfy internal
financial targets
6. Identifies, compares, selects and implements technology
solutions to meet current and future needs
7. Lead the execution of technology strategy for technology
platforms, partnerships, and external relationships.
8. Build and manage a top-flight technology team and oversee
research and development, as well as project management.
9. Provide visible leadership for the company within the technology
community.
10. Anticipate and react to major technology changes to
ensure the maintenance of company leadership in the
competitive landscape.

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 11. Establish technical standards and ensure adherence to
them for product development and company operations.

Short Term goals – CFO

N Goal What to do Resources Link to
o required corporate
strategy
Make Convert
SchoolsKenya schools to
website generate premium
revenue listing.
Accounting Set up correct
System and software in
receipting liaison with
system for timely CIO
budgets, profit
and losses,
receipting etc.
Consolidate bank
account
information and
payment
channels for
products and
services
Addition of
competent staff1
Controls to
finances.

Long Term goals – CFO

N Goal What to do Resources Link to
o required corporate
strategy
Secure funding
for projects
Vet projects on
economic
perspective
Sound Financial
management

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Recruit Daniel for this.

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Short Term goals – CTO
N Goal What to do Resources Link to
o required corporate
strategy
Maintain Log of
all projects
Record
technologies of
all current
projects

Long Term goals – CTO

N Goal What to do Resources Link to
o required corporate
strategy
Establish project
evaluation tools
Establish project
management
methodology
Establish project
monitoring –
including risk
management
Advise on future
technologies to
adopt for the
firm
Establish IT
infrastructure for
firm

Current Projects log

Date Project Details Start End Human Projec

Name Resourc t Cost
es
KPSA-SK Marketin
collaborat g of Web

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 ion product
to KPSA
Members
Mark A system
Tracker allowing
primary
and
secondar
y schools
to
manage
academic
records
Marketing Modifying
to current
Colleges SK web
product
for
colleges.
Shule Changing
2010 the
platform
of SK to a
social
network
platform
SchoolsKe A system
nya POS allowing
school to
automate
receiptin
g for fee
payment
s in
schools.

ROLES AS CIO
The main role is to ensure all the technology resources of the firm are
managed in accord with the company’s needs and priorities. Those
resources include tangible investments like computer hardware,
software, data, networks and data centre facilities, as well as the staffs
who are hired to maintain them. Managing this responsibility within a
company entails many of the basic management functions, like
budgeting, staffing, organizing and controlling, plus aspects that are

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unique to technology, like change management, software design,
network planning, tech support and others
The primary focus is the value creation made possible by technology

1. Understanding the evolution of current technology and how to

maximize the value of institution investments in technology
2. IT systems meet the needs of the organization and clients
3. Ensure the institution complies with policies and strategic plan
regarding acquisition or development of IT systems
4. Responsible for the key IT initiatives of a company
5. Oversees the IT budget and maintains responsibility for
performance management
6. Play a key role in the strategic technology planning as well as
supporting activities of peers in various lines of business.
7. Provide technical solutions when necessary.

Short Term goals – CIO

N Goal What to do Resources Link to
o required corporate
strategy
Complete Mark Incorporate none
tracker solution changes done
for secondary on mark
schools tracker
primary
version
Complete Mark Create an none
tracker solution installer and
for primary work on any
school feedback from
clients
Provide an Generate CFO
accounting necessary
system solution statements
in liaison with Push data
CFO. from the
Receipting
system to the
accounting
system.

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Long Term goals – CIO
N Goal What to do Resources Link to
o required corporate
strategy
Develop version Convert the Web
two of mark system into a programmer
tracker solution website from
using web a standalone.
platform
Incorporate none
MPESA SMS
technologies into
our solutions.
Schools
Kenya.net
version two
project