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Onboarding to Relationship – Episode 160
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Onboarding to Relationship – Belk on Business – Episode 160
- Set objectives
- Define deliverables and timelines
- Assign responsibilities
- All involved in the process receives regular status updates
- Project leader focuses on implementation not with day-to-day tasks
- Document client’s policies, processes and approval hierarchies
- How do we improve the business?
- Set quantifiable objectives and how progress is measured and communicated
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