Project Follow-up Meeting Checklist

• Audit Title

• Document No.

• Client / Site

• Conducted on

  Date

• Prepared by

• Location
  Address

• Personnel

Client Questions

• Did the quality of the work meet your expectations? Why or why not?

  Yes

  No

  N/A

• Did the overall process and experience meet your expectations? Why or why not?

  Yes

  No

  N/A

• Were there any unanticipated obstacles? If so, were they handled satisfactorily?

  Yes

  No

  N/A

• How do you feel the project workflow went and why?

• What went well and why?

• What could be improved and why?

• Are there updates, changes, or revisions planned for the future?

  Yes

  No

  N/A

• Can Asterisk Creative use this project in its portfolio and other marketing and promotional materials?

  Yes

  No

  N/A

• Would you be willing to offer a testimonial based on your experience working with Asterisk Creative on this project?

  Yes

  No

  N/A

Administrative Use Only

• Are any corrective actions to be taken? If so, detail them here.

  Yes

  No

  N/A

• Have final documentation and project files been sent to the client?

  Yes

  No

  N/A

• Has a referral packet been sent and the client briefed on its use?

  Yes

  No

  N/A

• Has a thank-you letter been sent?

  Yes

  No

  N/A

• Has the client been made aware of the website maintenance plans available through Asterisk Creative?

  Yes

  No

  N/A

Endorsements

• Reviewed and approved by (Designer):

  Sign

• Reviewed and approved by (Client), if needed:

  Sign