Project Signoff Template - DOC by sxv18331

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									                       Customer
                       Profiling
                       Project



Project Deliverable Sign off template for Customer Profiling Project Phase III
Please complete and return via reply email ngill@porism.com

Local Authority
Customer Profiling Contact Officer with
responsibility for sign off
I agree that the acceptance criteria has been
met:
yes/no (if no please state reasons)
Any other comments

Item        Deliverable       Description of deliverable / product                                  Collaborative    Completion      Invoice         Invoice
number                                                                                              support          date            date            amount
2           Training in       Initial contact with LA to arrange date and venue for training        Office fill in   Office – Fill   Office - Fill   Office - Fill
            profiling via     Courses can be delivered to an individual LA in its premises and      type of          in date here    in date of      in total
            esd-toolkit       will be for up to 6 people per 1 trainer. Travel and subsistence      support                          invoice         invoice
                              expenses added.                                                                                        here            amount
                                                                                                                                                     here
                              After training those who participated will be able to:
                              1. View and download their local customer segmentation data
                                  from esd-toolkit
                              2. Compare their area profile with other LAs
                              3. Upload LA’s own service transaction data into esd-toolkit
                              4. Run reports to analyse LAs own customer profile (for actual
                                  transactions)
                              5. Run reports to compare the local customer profile with that of
                                  similar LAs (for one or many services)
                              6. Upload LAs cost for front end service provision into esd-toolkit




9a51d35c-eeb6-466e-97c5-4bd08fb227c6.doc                                         Page 1 of 2
                       Customer
                       Profiling
                       Project



                                 Run ‘what if’ scenarios to identify the potential for channel shift.
            Acceptance           1. Training session took place as agreed
            Criteria             2. Feedback sheet completed as satisfactory by attendees
                                 3. Training exercises completed
                                 4. Attendees understood learning points




9a51d35c-eeb6-466e-97c5-4bd08fb227c6.doc                                            Page 2 of 2

								
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