Use this bi-annual account health check template to review and improve overall account performance. Assess finance initiatives like cost-saving trackers and outcomes. Verify operational excellence with a 52-week PPM calendar, SOPs or a digital playbook, and clear storage for vendor contracts. Confirm people practices including compensation reviews, succession planning, and thorough client and internal inductions. Revisit strategy regularly by aligning to client and account goals, and explore cross-pollination of services where relevant. Capture sustainability targets, identify stakeholders, and outline how your team will support delivery. Attach evidence via media to maintain a complete record over time.
With SafetyCulture you can
With SafetyCulture you can
About author
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.
