Post Finance

Implementation: Monitoring the performance

Responsibility

Frequency

Handing Over:

1) Prepare handover docs and transfer the entire project file to the Project Specialist (Sharakah).

2) Prepare a schedule of renewing insurance, rental agreement and all other licenses.

Sharakah

Once

Visit Schedule and Reporting:

1) Prepare visit schedule as per requirement depending on the project location and projected milestones (minimum 2 visits per year).

2) Send the schedule to DGM and discuss at weekly project meeting.

Sharakah

Once

Monitor Project Performance

1) Review, analyze and update financial statements monthly/quarterly (including bank statements).

2) Review and update business plan when required including the worksheets and if needed the marketing plan.

3) Use the Business Performance Monitoring Tool (BPMT) to conduct evaluation and produce a report.

Sharakah

Quarterly

Capacity Building

1) Suggest what training courses the client or their employees can take.

2) If needed, train the client to understand and prepare the monthly cash flow statement.

3) Guide client to improve their business performance by upgrading technology, process and procedures.

Sharakah

Quarterly

Promoting the Client Business

1) Identifying relevant events that the client can attend (Conference, Exhibition or Seminars).

2) Encourage the client to have web presence and link it to our website.

3) Upload client information on our website and write success stories and press releases as appropriate

Sharakah

Quarterly