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Starter Online Course

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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 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

ESSENTIAL TEMPLATES

  • Product Strategy Document
  • Project Document
  • Experimental Test Plan
  • Experimental Results
  • Cost Analysis Template
  • Technical Committee Templates
  • Meeting minutes
  • Job Card Template
  • Timesheet Templates

OPTIONAL COACHING & ASSISTANCE

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