Prepare a quarterly advisory review pack and onboard a new project

What is going on

Merriwa Holdings is a long standing advisory retainer client with a quarterly review on 14 October. The client contact has asked Meridian to scope a marketing plan for a new depot at the same time. The Advisory Practice Lead wants a review pack prepared from the client record and last quarter's actions, an engagement letter variation drafted for the depot marketing plan, and the onboarding steps in the Client Onboarding Procedure completed so the new project exists in the systems before the meeting. Meridian's service standards require every interaction to be recorded and every action to have an owner and a date. The marketing team will deliver the plan, so the analyst must coordinate across departments.

Your brief

Prepare an accurate, well written quarterly review pack, draft the engagement variation, complete the onboarding steps for the new project including conflict and risk checks, and record all interactions and actions in the client and project systems.

Work through it

You do not need to do it all. Doing a few of these will show you what the work is like. Your ticks and notes stay on this device.

• Read the client record for Merriwa Holdings in the Client Relationship Manager and the last quarter's minutes and actions supplied by your assessor, and list the open actions with their status.
• Prepare the quarterly review pack containing an executive summary, progress against last quarter's actions, the key numbers supplied, issues and recommendations, and a proposed agenda, written in plain language for a business owner.
• Draft the engagement letter variation for the depot marketing plan using the fee and scope supplied, and identify which delegation applies to its approval under the Delegations and Authorities Register.
• Complete the conflict of interest and engagement risk check from the Client Onboarding Procedure and record the outcome.
• Update project PRJ-26-037 in the Projects Register with the milestones, budget and stage, and update the Merriwa client record with the new service line note and the next contact date.
• Record a coordination meeting with the Marketing and Communications Manager using the Meeting Agenda and Minutes Template, with actions assigned and dated.
• Apply critical thinking to one recommendation in the pack: state the assumption behind it, the evidence for it and one alternative the client could consider.

What someone in this role would produce

• Open actions list
• Quarterly review pack
• Engagement letter variation with delegation identified
• Conflict and risk check record
• Updated client and project records and coordination minutes