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Annual Plan Handoff Notes
Company Name
Main POC
Main Reason for Hiring RJ (Recap their pains)
Link to Annual Plan Preview video in Loom
Link to Annual Plan Overview video in Loom
This video should include the context behind the plan. The strategy behind it, goals, important points, and an overview of the scope for the year.
Executive Summary from the Plan
IMPORTANT: Include the 'WHY' behind what we're doing and the goals of this plan. What are the problems we are solving for the Client?
Scope of Work Included in the Annual Plan
This could be different than what is included in the agreement to the Client and should be specific. Include important notes about each deliverable to be completed and agreed upon timelines.
Anything else?
Anything else that's important for the team to know regarding this plan?