52 Managing Professional Service Delivery: 9 Rules for Success
The Working File
Each team member working on the engagement should maintain their individual
working le, which typically includes, as appropriate
• An engagement diary
• A copy of the proposal or appropriate segment thereof
• A copy of the engagement work plan and any relevant subsidiary plans
• Internal and external correspondence and le notes, including those of tele-
phone conversations and e- mails
• The team member’s notes from individual and group meetings
• Meeting documentation, including agendas, presentations, and formal minutes
• Copies of relevant work products
• Other documentation relevant to activities performed by the team member
Again, such documentation may be m ...