All Roundtables members are required to submit these six additional reports at the same time you complete and submit your Company Focus Data Input Form. You should submit your Additional Documents to OnBoard; review the upload tutorial here.
- Company Summary Letter
- 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)
- 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.