We need a content writer to help us streamline and put on paper all our past transaction in a systematic format.
Execute the Scope of work as below:
• Prepare an end to end conversion process flow map (Logical sequence flow with process involved).
• Identify the responsibilities of each stakeholder in terms of the process.
• Identify the compliance, tracking system and timelines of the process throughout proposal life cycle.
• Finalize on the SOP formats for Mandate, road map, term sheet, proposal reports etc.
• Prepare existing proposal reports
SOP to ensure clarity of purpose; prerequisites are in place, logical flow of process, 1 person 1 responsibility, unambiguous instruction, simple language, graphs /tables for illustration etc.
Proposal report to include :
* Proposal Number * Lender(Empty-Not to mention)
* Date * Plan/Strategy
* Title * Reference
* Prepared by , Reviewed by, Approved by * Step by step Procedures & responsibilities
* Client requirement & Solution provided * Limitation/Caution
* Client (Empty-Not to mention) *Advantage
* Process Map * Timelines
Further details as per understanding and progress.
In all there are approximately 10 transactions that we need to work on.