PROJECT BRIEF
Grantee Name (org & individual): Coca-Cola Foundation Philippines, Inc.
Volunteer Name(s): Bernadette, Cecilia and Gary
Customer #: 3876424
Account Manager Name: Michael George Ongchua
Project Type: General Coaching
Project Scope:
- Transfer the necessary knowledge to have an opening balance for 30 Jun 2014 in NS
- Chart of Account (COA)
- Vendor
- Customer
- Item / expenses
- Journal Entry
- AR (invoice/credit)
- AP (bill/vendor credit)
- Bank Rec
- Show the necessary step to have GL history (Jan – May 2014)
- Tax reporting for Philippines
- Cheque printing: volume around 25 / month
Assumptions and Limitations:
- Volunteer provide guidance to create the records. Data acquire, preparation and polish should be owned by Coca-cola foundation
Outline Completion Criteria:
- The project is complete with the volunteer has delivered the knowledge transfer for the in scope topics above
Project Schedule
Date | Responsible | Item |
5/15/2014 | Bernadette, Cecilia and Gary | Introduction Call |
5/21/2014 | Bernadette, Cecilia and Gary | Volunteer delivers completed project brief & timeline to grantee |
| Coca-Cola Foundation Philippines, Inc. | Grantee signs off on project brief & timeline |
5/28/2014 | Grantee & Volunteer | Project meeting #1 - To give a walkthrough on how to do a csv import and manual entries for their transactions. - To coach on how to do a company and accounting set up including chart of accounts, customer/donor records and templates. |
| Bernadette, Cecilia and Gary | Deliverable #1 - For grantee to be able to import their data after the first project meeting - To use the S1 and S2 workbook in order to help the grantee with company and accounting set up. |
6/2/2014 | Grantee & Volunteer | Project meeting #2 |
| ? | Deliverable #2 |
6/4/2014 | Grantee & Volunteer | Project meeting #3 |
| ? | Final Deliverables |
| Volunteer | Volunteer led training |
By June 30 | Grantee & Volunteer | Project Completion |
| Volunteer | Survey/ feedback given to NS.org |