Project Planning and Orientation

Party Responsible	Task #	Task Description	Notes	Projected Completion	Actual Completion
Client	1	Identify company contact(s) and appoint client coordinator. This would also include ISO/QS Representative, Compliance Officer, or others as are necessary to the project. Time Frame: Within one week of receipt of signed proposal.
Facilitator	2	Conduct introductory overview for executive management to outline course of action, explain any issues and build support for project. Time Frame: Within one week of receipt of signed proposal.
Client Facilitator	3	Establish project Position Matrices and time goals on this form. Time Frame: Within one week of receipt of signed proposal.
Client Facilitator	4	Schedule Orientation and Project launch meeting with client staff and key supervisors and conduct essential workshops or simulations to train and educate staff on issues and requirements of documentation; e.g., profitability management, activity based management, ISO 9000, Medicare - Medicaid compliance, etc. and the process that will be used. 1-1.5 days. Time Frame: Within 2 weeks of signed proposal (as schedules permit).
Client Facilitator	5	Conduct Orientation and Project meeting. Time Frame: Within 2 weeks of signed proposal.
Client Facilitator	6	Retrieve employee list. Time Frame: Within one week of identifying company contact person.