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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