What's included

• Data Entry and Analysis

  1. Data Entry Files: Organized and completed spreadsheets or databases entered with relevant project data. 2. Data Reports: If applicable, reports summarizing analyzed data (e.g., financial data, survey results). 3. Tracking and Monitoring Data: Logs of progress, budget tracking, or inventory, depending on the project's nature.

• Organizational and Administrative Systems

  1. File Organization System: A structured and organized file system (physical or digital) for all relevant project documents and communications. 2. Task Management Systems: Implementation or updates to task tracking systems like Trello, Asana, or other project management tools. 3. Updated Schedules/Calendars: A clear, updated schedule reflecting any important deadlines, milestones, and upcoming meetings.

• Project Reports and Documentation

  1. Final Report: A detailed summary of the work completed, including objectives, outcomes, and any challenges faced. 2. Meeting Minutes: Documented summaries of key meetings, including action items and decisions made throughout the project. 3. Progress Reports: Periodic reports outlining milestones achieved and work in progress (if applicable). 4. Documentation of Procedures: Standard Operating Procedures (SOPs), guides, or manuals created during the project.

• Communication and Correspondence

  1. Client Communication Logs: A record of all client interactions, including emails, phone calls, and meetings. 2. Emails and Correspondence Templates: Any templates or standard forms created for regular communication during the project.

• Support and Administrative Materials

  1. Event or Meeting Agendas: Agendas for any meetings or events organized during the project. 2. Travel Arrangements: If travel was part of the project, travel itineraries, booking confirmations, and receipts. 3. Office Supplies and Equipment: Any procurement of office supplies or equipment ordered during the project, with records of purchases and delivery confirmations.

• Client Deliverable Handover

  1. Final Deliverables: The completed work requested by the client (e.g., processed documents, presentations, reports). 2. Files and Assets: All relevant project files (word documents, spreadsheets, presentations, etc.) neatly organized and ready for handover. 3. Project Summary and Next Steps: A summary of the work completed, with recommendations or next steps if the client wishes to continue with additional phases.

• Post-Project Review and Feedback

  1. Post-Project Evaluation: A formal or informal assessment of the project, including lessons learned and areas for improvement. 2. Client Feedback Form: A document or survey that allows the client to provide feedback on the work completed.