SOP – Project Workbook
General Information | |
Process Title: Project Workbook | Department: CSC |
Effective Date: 8/29/2024 | Revised Date: 9/3/2024 |
1. Introduction
This Standard Operating Procedure (SOP) outlines the processes and procedures for gathering and updating information during the onboarding or management of a project for a customer, and for recording this information in the Project Workbook.
2. Purpose
Provide a structured approach to effectively track and organize discussions, decisions, and follow-ups related to customer projects.
3. Key features
Meeting Notes: A section to capture detailed notes from each meeting, ensuring all key points and decisions are documented.
Action Items: A dedicated area to list action items assigned to each attendee, including deadlines and status updates.
Contact List: An up-to-date contact list for all attendees and relevant company contacts, facilitating easier communication.
4. Process Flow
Creation and Ownership: The Implementation Manager (IM) creates and owns the Project Workbook at the beginning of a new project or customer onboarding.
The IM is responsible for ensuring accountability for action items.
Updating: SSM/IM continuously updates the workbook after customer-related meetings.
NAM/RAM is responsible for informing the IM of any action items discussed in separate calls.
Storage: The workbook is stored in the Customer Contracts Database.
Completion: The workbook will be considered complete upon successful completion of a 90-day follow-up period after the project's launch.
5. Schedule
Updates to the workbook occur whenever FleetPride meets with a customer or has internal meetings to discuss customer-related topics.
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