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CLIENT PREPARATION CHECKLIST Clients are asked to bring the following documents to the mediation: If you have already started a court case, bring a copy of your pleadings (court documents)If you have

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What is client preparation checklist?

A client preparation checklist is a list of tasks, documents, information, and requirements that need to be completed or gathered before starting a project or meeting with a client.

Who is required to file client preparation checklist?

Typically, the project manager or person in charge of client interactions is responsible for filling out and filing the client preparation checklist.

How to fill out client preparation checklist?

The client preparation checklist can be filled out by following the provided template and ensuring all necessary tasks, documents, and information are completed or gathered.

What is the purpose of client preparation checklist?

The purpose of a client preparation checklist is to ensure that all necessary preparations are made to effectively communicate, collaborate, and deliver results to the client.

What information must be reported on client preparation checklist?

Information such as client contact details, project objectives, key stakeholders, project milestones, deadlines, and other relevant information must be reported on the client preparation checklist.

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