VI
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When this may be relevant to you
- You need to review your current position before proceeding.
- You want clear responsibilities and a defined scope of support.
- You need to organise the relevant information and the next steps.
Focus on the work involved
Identify the reporting need
Review the company’s circumstances and the documents relevant to its market.
You prepare: Company records and information about actual business activities.
Organise information
Clarify the supporting records, data and missing information to collect.
You prepare: Accurate records and explanations of transactions where needed.
Coordinate and retain records
Coordinate the agreed work with suitable providers and collect the relevant confirmations.
You prepare: Review the information and retain the documents after completion.
Agree the approach before work begins
- Discuss objectives and the current stage.
- Agree the work, responsibilities and deliverables.
- Prepare the information and coordinate the agreed activities.
- Review the documentation and clarify the next steps.
What you receive
- A checklist of information and work to prepare.
- An agreed list of responsibilities and deliverables.
- Documentation and guidance for the next steps within the agreed scope.
The specific deliverables are agreed for the service or programme concerned.
Questions you may have
Can we discuss a specific part of the work?
Describe your current situation and the support you need. The scope and the conditions for taking on the work are clarified before proceeding.
What is included in the service?
The tasks, responsibilities, deliverables and any follow-up support are agreed individually. Related services or additional work are clarified separately.