Operations Team Handover
Company
Event Name
Client Name
Client Email
Event Dates (DD/MM/YYYY - DD/MM/YYYY)
Location
Job Code
Hand Over to Operations Checklist
Client Services to save into relevant
Sydney vault/ Client folder
Completed
Not yet completed
Latest version of the budget presented to client
Completed
Not yet completed
Client contract issued and signed
Completed
Not yet completed
Initial invoice raised and sent to client
Completed
Not yet completed
Proposals presented to the client
Completed
Not yet completed
Hotel Contracts/correspondence
Completed
Not yet completed
Air Quotes
Completed
Not yet completed
Supplier Contact List
Completed
Not yet completed
Final negotiated Hotel / Air / DMC supplier contracts saved in file and copy given to Project Manager
Completed
Not yet completed
Any key negotiations / client requests advised to Project Manager – do these need to be included in the budget?
Yes
No
If yes, do the above need to be included in the budget?
Yes
No
Operations Checklist
It is essential once the file has been handed over from Client Services that the Project Manager:
Is comfortable with all the inclusions within the budget
Read all supplier contracts
Ensured any Client Contract conditions are taken into consideration
Add your email if you would like to receive a copy
Send
An email copy will be sent to Susan Enright.