第一次战略计划会议准备清单
FIRST STRATEGIC PLANNING SESSION CHECKLIST
[
客户名称- ABC 公司]
[Client Name – ABC Co]
日期:
Date:
开始时间:
Start Time:
参会人员:
Attendees:
地址:
Location:
结束时间:
Finish Time:
会前准备
Pre – Session Arrangements
在邀请发出一周后,并在会议前一天与客户确认安排
Confirm arrangements with client 1 week after the invitation has been
sent and 1 day before the session
“
”
收到填制好的 战略需求分析问卷
Completed SNAQ has been returned
收到财务报表复印件
Copies of Financial Statements received
将会议地点安排在避免任何干扰的中立地点
Arrange venue -neutral with no distractions
准备点心小吃
Arrange refreshments
- 上午/下午茶点-有无特别的饮食要求?
- Morning/ Afternoon tea -any special dietary requirements?
调整 PowerPoint 幻灯片
Customise PowerPoint presentation
将财务报表输入 GamePlan 财务分析软件
Enter financial statements into GamePlan
IFC-CPDF
1348560427-I76AFBR.doc
Page 1 of 3