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Once the initial meeting ends, there are still a few items left to cross off your onboarding checklist. The first is updating the client's file to reflect any added information you've collected.
2. Evaluate your investments and take your RMDs. The end of the year is an ideal time to review your investment strategy to make sure your portfolio is still on the right track to meet your goals.
Optimally, the agenda is distributed to a meeting's participants prior to the meeting, so that they will be aware of the subjects to be discussed, and are able to prepare for the meeting accordingly. In a workshop, the sequence of agenda items is important, as later agenda steps may be dependent upon information derived from or completion of ...
S&OP is the result of planning activities and it is composed of 5 main steps: data gathering, demand planning, supply planning, pre-meeting and executive meeting [7] with the addition of a preliminary step at the beginning (event plans), [8] two additional steps at the end of the process in case of a multinational company (global roll-up and ...
The project schedule is a calendar that links the tasks to be done with the resources that will do them. It is the core of the project plan used to show the organization how the work will be done, commit people to the project, determine resource needs, and used as a kind of checklist to make sure that every task necessary is performed.
An after action review (AAR) is a technique for improving process and execution by analyzing the intended outcome and actual outcome of an action and identifying practices to sustain, and practices to improve or initiate, and then practicing those changes at the next iteration of the action [1] [2] AARs in the formal sense were originally developed by the U.S. Army. [3]