Policy on Interacting with Healthcare Professionals
| Task | Owner | Done | |||
|---|---|---|---|---|---|
| Creating proposal | Account manager | ||||
| Proposal ready | Account manager | ||||
| Proposal sent to client | Client contact | ||||
| Proposal approved | Account manager | ||||
| Awaiting initial payment | Client contact | ||||
| Project initiation | Project manager | ||||
| Complete kick-off meeting | Learning consultant | ||||
| Set up project | Project manager | ||||
| Confirm or contest milestones | Client contact | ||||
| Project start | Project manager | ||||
| Creating Red sheet | Learning consultant | ||||
| Test LMS | Project manager | ||||
| Review Red sheet | Learning designer | ||||
| Update Red sheet | Learning consultant | ||||
| Sign off Red sheet | Client contact | ||||
| Analysis complete | Project manager | ||||
| In progress | Project manager | ||||
| Invoice for final 50% sent to client or Invoice 100% from drafts in Xero | Account manager | ||||
| Payment made | Client contact | ||||
| Raw files sent to client | Project manager | ||||
| Email handover from project manager to account manager | Project manager | ||||
| Thank you email | Account manager | ||||
| Post-project tidy | Project manager | ||||
| Run Lessons learned meeting for the team | Project manager | ||||
| Project complete | Project manager |