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Engagement action plan

Jul 31, 2022 · 344.5 KB Download

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The Engagement Action Plan is included in the Implement step of the Trusted Client Adviser process. Complete this plan and update as the engagement progresses. Report regularly to the client and ask for feedback. Deliver final results and invoice.

Thoroughly assess the proposed engagement and properly determine the scope of the engagement by reviewing all the materials the client provided, identifying which member(s) of your team has the best skill set for helping to accomplish this engagement, and determining

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File name: Engagement-action-plan.xls

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