Due when submitting your CFDIF:
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All Roundtables members are required to submit these five additional reports at the same time you complete and submit your Company Focus Data Input Form. You should submit your Additional Documents via STEP 4 on your To Do List:
- P&L Statement with Percentage Column (example)
- Balance Sheet with Previous Year Same Period included (example)
- Organization Chart (example)
- Annual Budget (Current Year) (example)
- WIP (Be sure to use the R/A WIP Spreadsheet)
Due 2 weeks before your meeting:
All Roundtables members are required to submit these two Additional Documents two weeks before their Roundtables Meeting. You should submit these documents via STEP 4 on your To Do List:
- Company Summary Letter
- Your Focus Time PowerPoint
If your Roundtables group has agreed that they will review any other documents not listed above, feel free to include them as well.
For instructions on uploading documents to OnBoard, refer to the How Do I Upload My Documents post.