Review the repeated preparation.
Find where staff copy details, rebuild resumes or search for current examples. Identify the next person who needs the information.
Project process
Follow one approved project fact through the firm's work.
Use an anonymized example from its source record to a resume, qualification package or public page.
Agree on sources and approvals.
Confirm the owner of project and staff facts, approved images and templates. Identify confidential information and who approves each output.
Choose a first result.
Define one document or publishing task, the current tools and checks. Plan around active pursuits with a recovery option.
Try changed and incomplete material.
Use fictional projects and staff profiles to check missing roles, a changed fact and confidential content. Confirm the review step before any output is sent or published.
Hand over the maintenance.
Document content approval, template care and failed-connection follow-up. Agree separately on ongoing support.