There are typically six categories associated with a billing project (unless it is a custom-scoped project) — Customizing Summary, Development of Classroom Activities, Customization of Handbook, Trainer Prep, Design Admin, and Post-pilot Revisions. The list below outlines what each task is comprised of:

• Customizing Summary [comprised of several interviews based on level of customization]
  • Kickoff Call(s)
  • Project Plan
  • Review Project Plan with Client
  • Customizing Interviews, # of
  • CSUM (Customizing Summary document)
  • Validate and Revise Customizing Summary
• Development of Classroom Activities [comprised of up to 3 cases, 2 exercises, 1 drill]
  • Scenario Interviews
  • Development of Classroom Activities
• Customization of Handbook
  • Customization of Handbook
  • Handbook Revisions (Note:  ONLY if client review of the handbook has been scoped)
• Trainer Prep.
  • T-memo (trainer memo)
  • Trainer Prep. Calls
• Design Admin
  • Any administrative work
  • Weekly Status Updates
• Post-pilot Revisions
  • Edits to the content if needed