SV Actions that normally are supported

The PM role (or done) by the SV

Proposal stage

AQ Project context, proposal milestone, time budget, and collaborators SV

Folder, background information, proposal work plan, summary of ToR/RfEOI/RfP and EOI/proposal
Google Drive
templates

Calendar Internal/external deadlines, kick-off and coordination calls

Contract and
If applicable/required: T&C revision and company documentation collection SV
invoices

Team coordination Chat rooms, team booking

Client
Keeping track of emails and creating email folders to ensure key expectations are not being missed.
communication
1
 SV Actions that normally are supported
The PM role (or done) by the SV

Before implementation stage

AQ Status, Project Description, collaborators, time budget, milestones, cashflows SV

Google Drive Implementation work plan, deliverables and other templates

Calendar Internal/external kick-offs and deadlines

Contract and SV
Contract signature, subcontracting arrangements
invoices

Team coordination Team booking

Client Keeping all communications recorded, setting calls and ensuring client expectations are met via smooth
communication communication.

2
 SV Actions that normally are supported (or
The PM role done) by the SV

Implementation stage

Controlling time budgets (in coordination with SV), deadlines and any comments
AQ SV
pasted in the project

Google Drive Latest versions of the working documents and overall folder organisation

Calendar Reminders, monitoring calls

Contract and
Invoices issuances and archive
invoices

Team coordination Regular checks, team coordination, AQ time tracking SV

Client
Admin related emails, call scheduling
communication
3
 SV Actions that normally are supported (or
The PM role done) by the SV

Post-implementation stage

Revision of project description and outcomes, ensure collaborators time is entered, milestones and invoices
AQ
closure, project status

Google Drive Organise and archive revision

Calendar Wrap-up call

Contract and
n/a
invoices

Team coordination n/a

Client
Closing call/email
communication
4