I am trying to establish some set procedures and a document list that my consulting company can use form lead to sign off for each project. Here is the basic document list/flow chart so far:
1. Marketing materials
2. 1st Proposal (or simple agreement)
3. Client survey (employees, managment, etc)
4. Assesment report
5. 2nd Proposal
6. * Microsoft Project file
7. Want list for items outside scope
8. * Time sheets during project
9. Project Documentation
10. Client sign off sheet
11. Satisfaction survey
12. Follow up thank you letter
* Internal documents
A couple of questions:
A. Should there be a formal proposal before an assesment, and another afterward, or just a boilerplate agreement at the assesment stage?
B. Are there any other documents I’m missing here that should be standard in most or any project, from lead to sign-off?
Looking forward to some GREAT replies!
Gavin Steiner
Interprom Computer Technologies
www.interprom.com