If using the case study, assume that your new client, Boutique Build, has had an initial onboarding
Question:
If using the case study, assume that your new client, Boutique Build, has had an initial onboarding meeting with the Account Manager and the Account Manager has completed the Client Requirements Brief - you can find this document in the Simulation Pack. The Accounts Manager has forwarded this on to you. You now need to read through this document, analyse their requirements and develop an email confirming your interpretation of the requirements to confirm all of the criteria above. If you are basing this on another business or your workplace, it might be useful to ask the client for a documented client brief, or else have a phone call with the client to gather all of the information, then document it and send it to them for confirmation. Ensure to redact any private information of the client before attaching this communication to your portfolio (e.g., email address or personal contact information). You must attach this client requirements brief to Section 1 of your Project Portfolio. You can use a workplace template or copy the template in the Simulation Pack to record the information if you gather this via a client meeting. |
Income Tax Fundamentals 2013
ISBN: 9781285586618
31st Edition
Authors: Gerald E. Whittenburg, Martha Altus Buller, Steven L Gill