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 PROCESS WORKSHOP AND R&D MANUAL

• Develop a R&D Business Process Manual
• R&D Manual ready for implementation
• Tailored R&D Templates ready for use
• R&D Manual Review workshop
• Summary for departments of processed
• Need updating or adopt new templates
• Recommend automation and tools

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

EXPERT SUPPORT ACCESS

• Two 1-hour sessions with an experienced R&D Process consultant

ESSENTIAL TEMPLATES

• R&D Management Dashboard
• Product Strategy Document
• Project Document
• Experimental Test Plan
• Experimental Results
• Cost Analysis Template
• Technical Committee Work Minutes
• Technical Committee Presentation
• Technical Committee Action List
• Meeting minutes
• Job Card Work Order Template
• Paper Timesheet template
• Excel Daily log Timesheet

ADDITIONAL TEMPLATES

• R&D Process Manual Template
• R&D Process Diagram Pack
• R&D Process Flow Chart Pack
• R&D Manual Checklist

ADDITIONAL SUPPORT

• Two additional 1-hour sessions with an experienced R&D Process consultant