| [Firm Name] |
| Planning Memo |
| Projects over $3,000 |
| |
| Date of Planning Meeting |
|
|
| |
| Client Name |
|
Client ID |
|
| |
| Assigned Staff |
|
| |
| Date to Start |
|
Date to finish |
|
| |
| Project |
[Scope of engagement] |
| |
| |
| Engagement Type |
|
Audit |
|
Acct |
|
Tax |
|
Mas |
|
Other |
| |
| Objective |
[Objective of engagement] |
| |
| |
| |
| ROI to Client |
|
| |
| Budget |
|
| |
| Allocation of Budget |
Name |
|
Hours |
|
Dollars |
|
| |
|
|
|
|
|
| |
|
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|
|
| |
|
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| |
|
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| |
| Key Issues |
[Key issues of engagement] |
| (materiality, new entities, |
| change in entity structure, etc.) |
| |
| |
| |
| |
| |
| |
| |
| |
| Timing |
Start of engagement |
|
| |
In Field Review |
|
|
| |
Back in the office |
|
| |
To the client |
|
|
| |
| Attendees |
|
| |
|
| |
|
| |
|
| |
|
| Notes: |
|
| Planning memo to be distributed to all team members on project |
| Weekly meetings to take place on progress |
|
|
|
| Calculate ROI on the front end |
|
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|
