This annual account health check template helps teams review client communication, finance controls, governance and compliance, and operational excellence. Assess contract documents such as MSAs and SOWs, track client survey actions, review health and safety documents, incident history, job descriptions and diversity requirements, and evaluate technology usage across tools like Azara, Canopy, Jaggaer, Corrigo, and SharePoint. Confirm supply chain strategy and drive continuous improvement across the account.
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This community page makes available free workplace checklists and templates created by other users within the SafetyCulture community. SafetyCulture has re-published this content and where possible, has credited the original author. SafetyCulture has not verified the accuracy, reliability or suitability of any community content. You agree that your use of any of this content is in accordance with SafetyCulture’s Terms and Conditions.