CONSULTING ENGAGEMENT PROCESS

Reception Area Consulting Department

Step 1 Step 2 Step 3 Step 4

Appointment
Prospective Consulting Letter of Agreement
Client Details
Client Sheet Agreement Sheet
Letter of Agreement

Engagement Letter

Secretary Analyst Consultant

Set an
appointment
Review and
Prepare Prepare New Letter of Agreement (2) Signed by
Prospective Consulting Senior
Agreement Engagement Letter (2)
Client Sheet Consultant
Sheet

CCFA Office Website

Letter of Agreement
Prospective Consulting Senior Letter of Agreement
Client Sheet Agreement Sheet Consultant
Prospective Consulting Engagement Letter
Records Agreement Sheet Meet and
Client Sheet
negotiate with
the Client
File
File
Appointment File
Details
Letter of Agreement
Client
Letter of Agreement

Engagement Letter
 CONSULTING ENGAGEMENT PROCESS
Consulting Department Billing Department
Step 5 Step 6 Step 7 Step 8

Senior
Time and Service
Consultant Consultant Analyst Analyst Consultant
Consultant Record

File
File the
Make Make and
working Submit
Making a documents send a
papers Documents
Business billing
Proposal statement

Engagement Program Working papers Project Log (3)

Work Program Time and Service Billing Statement
Business Proposal
Record (3)
Schedule Billing Statement
Reports (3)
File

Client
Senior Consultant Senior Consultant Accounting
Department

Approval
Time and Service
of Client
Approval of Accounting Record
Business
Documents Department Time and Service
Proposal
Record