Pick up to 4 tasks per area for each month, the next quarter, and next-year plans. Tasks represent suggested wording from the Company's selection criteria. Custom written tasks can also be inserted at any time as circumstances dictate. Use Import / Update to reopen a saved file, Advance month to roll forward, or Clear all to start again.
CONSULTANT'S WORKPLAN
SUMMARY Key achievements & value delivered (incl. personal objectives)
CLIENT PROFILE background indicators that guide the draft, are saved with the workplan, and print on their own page/tab
DRAFT MY WORKPLAN describe the engagement; the draft uses your brief and the Client Profile above, and you can then edit it