TRAINING, DIAGNOSTIC & STRATEGY WORKSHOP
- Discuss current Record-Keeping
- Understand records information flow
- Documentation applicable to each sector
- Discuss 6-steps to improve Record-Keeping
- Feedback on potential claim improvement
RECORDS WORKSHOP AND GAP ANALYSIS REPORT
- Review Product Strategy Records
- Review Project Planning Records
- Review Eligibility Criteria Records
- Review Experiment Planning/Results
- Review previous Claims
- Review Core Activity cost tracking
- Review Supporting cost tracking
- Provide a Gap Analysis Report
- R&D Tax Information Session.
R&D PROCESS WORKSHOP AND R&D MANUAL
- Develop an R&D Business Process Manual
- R&D Manual ready for implementation
- Tailored R&D Templates ready for use
- R&D Manual Review workshop
- Summary for departments of processed
- Need updating or adopt new templates
- Recommend automation and tools
R&D TAX TEMPLATE USER MANUAL
- How to use the templates
- How to conduct R&D Review Meetings
- How to use the R&D Dashboard
6-STEP R&D TAX PROCESS FRAMEWORK
- Framework eBook provided
- R&D Tax Implementation Checklist
EASY TO USE TEMPLATES
- All Templates contain detailed instructions for completing them
- References to online resources
- 5 core templates are provided that support the R&D Systematic Progression.
- An R&D methodology is provided in the Template User Manual on how to manage your R&D.
- Additional templates are provided to facilitate customisation for your specific needs.
- Advanced templates are provided for larger teams.
- An R&D Management Dashboard and R&D Process Manual Template facilitate achieving consistency within larger teams and between project teams.
OPTIONAL COACHING & ASSISTANCE
- Assistance is available on an hourly basis. Please enquire at firstname.lastname@example.org