What's included

• Organized Files

  File System: Well-organized digital and/or physical filing systems. Document Templates: Standardized templates for documents, reports, and forms.

• Communication Records

  Email Correspondence: Organized email records related to the project. Client Communication Logs: Records of key communications with the client or stakeholders.

• Documentation

  Project Reports: Detailed reports summarizing project progress, outcomes, and key metrics. Meeting Minutes: Comprehensive records of meetings, including action items and decisions. Manuals and Guides: User manuals, process guides, or standard operating procedures.

• Operational Improvements

  Process Enhancements: Documentation of any new or improved processes and workflows. Efficiency Recommendations: Suggestions for improving efficiency or productivity based on project findings.

• Event or Meeting Outcomes

  Event Summaries: Recap and feedback from events or meetings organized as part of the project. Action Plans: Detailed plans outlining follow-up actions or next step.

• Client Assets

  Updated Contact Lists: Refined or new contact lists, including relevant details. Database Management: Updated and organized databases with relevant information.

• Financial Records

  Invoice Summaries: Detailed invoices and summaries of financial transactions related to the project. Expense Reports: Reports documenting project-related expenses and budget utilization.

• Feedback and Evaluation

  Client Feedback: Documented feedback from the client on the project deliverables and process. Project Evaluation: Evaluation of project outcomes against objectives and goals.