When tackling a new reporting framework, having a strategy is key. This resource can be edited to ensure it captures any decisions your firm makes and aligns with your approved processes. This resource is broken down into step-by-step categories to document:
Action items
Detailed descriptions of the action items, including any special considerations to note
Links to tools and resources related to that particular action item
An opportunity to identify the owner of the action item
Be sure to edit for any additional action items that may be of value for your firm.