Identify Procedures, Forms, Tools and Processes

Systems and Procedures Documentation Plus

Facilitation Tasks and Master Checklist

Phase 3. Identify Procedures, Forms, Tools and Processes

Party Responsible	Task #	Task Description	Notes	Projected Completion	Actual Completion
Administrator	20	Develop Tools & Process List from individual Position Matrices. Time Frame: One day after word processing of Position Matrices are completed.
Client	21	Modify and Approve Tools & Process List. Time Frame: One day after review by Contact.
Administrator	22	Generate Modified Tools & Process List. Time Frame: One day after receipt.
Client Facilitator	23	Determine Tools & Processes that need procedures. Time Frame: Two days.
Client Facilitator Administrator	24	Form Document Teams. Time Frame: Within one week of signed proposal.
Client	25	Assemble & log forms currently in use. Time Frame: Two weeks. Can begin after Contact, Document Team and company contact are appointed.
Client	26	Assemble & log procedures currently in use. Time Frame: Two weeks. Can begin after Contact and Document Team are appointed.