General discussion

Locked

From Lead to Sign off

By gavin ·
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

This conversation is currently closed to new comments.

0 total posts (Page 1 of 1)  
| Thread display: Collapse - | Expand +

All Comments

Back to Desktop Forum
0 total posts (Page 1 of 1)  

Related Discussions

Related Forums