ENGAGEMENT WORK PLAN

Main Objective: To Provide Recommendations in Improving the Companys Performance By Considering Internal And
External Factors That Affects Its Operations

OBJECTIVES

TASKS

I. Company Visit
and Management
Inquiry

I. Conduct an on-site
visit to the company
II. Observe the
operations of the
company
III. Conduct an
interview with the
manager with regards to
the current status of
the company6
IV. Inquire and ask
permission to access the
company's financial
records and other
necessary documents
I. Determine the current
marketing strategy used
by the company
II. Look for other
possible factors that
affects the performance
of the company

II. Study of the

Marketing
Strategy and
III. Conduct an survey
Financial Records nearby the area of the
of the Company
company with the factors
considered

III. Data
Analysis and
Formulation of
Recommendation

PERSONS
RESPONSIBL
E

TIME
FRAME

COST

The whole
engagement
team

2 DAYS

P 1000
Transportation
and Meals

I. A written report
regarding the
currently used
marketing strategy
of the company and
other possible
factors that may
affect the
performance of the
company

Patricia
Bagtas and
Louise
Sanchez

2 DAYS

P 500
Transportation
and Meals

II. A survey nearby

the area of the
company

The whole
engagement
team

3 DAYS

P 1500
Transportation
and Meals

Joriza
Cunan and
Trisha
Capil

2 DAYS

P 500
Transportation
and Meals

The whole
engagement
team

1 DAY

P 500
Transportation
and Meals

OUTPUT REQUIRED
I. A written report
that describes the
observation of the
engagement team
regarding the
operations of the
company and the
interview with the
manager.
II. Copy of the
financial records of
the company

IV. Study the financial

records of the company
pertaining to the
expenses incurred for
marketing and operations

III. A written
report on the
findings from the
financial records of
the company.

I. Compile and assess

the data gathered from
the previous steps of
the engagement

I. Compilation of
the data gathered
from the previous
steps of the
engagement

II. Develop a list of

possible recommendations
based from the findings
of the engagement team

II. List of possible

recommendations