104 Managing Professional Service Delivery: 9 Rules for Success
the work papers can become a mess—with stuff in boxes, in piles on the oor, on
your desk and credenza, and maybe even at home (or in your basement if you have
a home ofce). Right after the nal deliverable is sent to the client is a great time to
bring order from this chaos.
So now that you’ve nished the engagement, what are you going to do with this
box (or all these boxes) of stuff that hopefully is now in order? One answer for a sole
practitioner is to take it to the basement and nd a corner to hide it. A better way is to
conduct one last review of what you have and decide what’s to be done with it based
on the following steps.
1. Ensure that all key documents are in t