Project Summary

Operations & Finance Plan

This project summary lists the headings and sub-headings from a completed project. Although your project will have unique requirements, the purpose of the summary is to assist you in considering a number of planning concepts as you work to move your company forward.

• Financial statement analysis
• Detailed income/expense analysis
• Detailed cashflow analysis, budgets
• Restructured cashflow spreadsheets
• Accounting procedures/audit
• Accounts receivable collections
• Commission accounting documentation
• Audit documentation
  
• Strategic business plan
• CEO master project list
• Report to shareholders
• Strategic planning summary
  
• Office reorganization
• Employee manual
• Communications plan recommendations
• Performance management plan
• Inventory analysis and recommendations
• Inventory clearance guidelines
  
• Customer service plan
• Customer service training
• Customer contract review
  
• Marketing and sales review
• Sales analysis and projections
• Sales material creation
• E-Sales (website)
• Sales contracts review
• Sales quotas
• Target market action plan