SKILLS GOODIE BAG – A COLLECTION OF TOOLS TO MAKE BUSINESS EASY
Demonstrating you care through ongoing progression review meetings, reporting and communication
This step allows you to demonstrate your care for your client, through ongoing progression reviews meetings, reporting and regular communication over the duration of your relationship.
It provides a range of letters, preparation and team member guides, agenda and checklists.
- Progress review meeting client information pack – four documents covering preparing for the progress review, letter, request form to update information and agenda.
- Progress review meeting business information pack – three documents covering the entire process for greeting a client for the progress review meeting to the end, including two checklists and a team member guide.
- Follow up letter – the last document to be forwarded after the progress review meeting.