Confidential Client Brief – Managed Care


If there is no name yet established and incorporated, then please enter "Newco"
Explain what aspect of your project with which you need or desire assistance.
(Please distill your response in one or two sentences maximum.) If it involves one or more contracts, please list which contracts with which you desire assistance.

SECTION II Project Tasks /Deliverable

You must list at least one metric or KPI per goal or expert / consultant deliverable.
You must list at least one metric or KPI per goal or expert / consultant deliverable.
Uploading a contract does not engage us to assist in your matter. Once we have had a chance to examine the contract(s) in question, we will destroy them immediately if you decide not to proceed. Confidentiality is assured.


Indicate number and national currency type (USD, Euros, Lira, Dinars, etc.) If you refuse to list a budget, we will not take the discussion further. We deal in reality.


Who is authorized to approve and proceed with various aspects of this Project?


The purpose of this document is to provide a vehicle for documenting the initial planning efforts for your project. It is used to reach a satisfactory level of mutual agreement among the Project Manager, Project Owners and Sponsors and the Experts and Contractors with respect to the objectives and scope of the project before significant resources are committed and expenses incurred. By signing below, I verify that I am the authorized representative of the below identified entity and that I have the authority to bind the entity so named.
This authorization applies to all listed parties named above with the exception of contractors and freelancers and external parties listed in any attachments.