Steve:'OK, John. I'm going to explain what you need to do in this position and when. I think it's best if you take notes, so you can look at them later.'
John:'I have a pen and paper ready. Go ahead.'
Steve:'Right, every week we have a team meeting to discuss any issues or changes. Normally, it's on a Wednesday afternoon. In addition, you'll need to arrange a monthly meeting with the clients of your projects. It's just to update them on the progress of the project. You can arrange it whenever you want, but it's normally better to have it in the middle of the month.'
John:'In my last job, we had a meeting with the client every fortnight. Can I do that?'
Steve:'Every two weeks seems excessive. But if the client agrees, I have no problem with it. Also, every quarter you will have to write a formal report on the project's progress. You'll need to include in the report everything that has happened in that three-month period. Try to finish a draft a week before the end of the quarter and we'll both check it to see if there are any mistakes.'
Steve:'Also, at the end of the fiscal year, which in the United Kingdom is March, you'll need to complete and send a list of all the costs of the project. Remember, that's all the costs of the project from April of the previous year to March. The list is for accounting and tax purposes, so it needs to be correct. I forgot to mention earlier that in addition, to the quarterly report, you'll have to do an annual report on each project's progress for the client. But the report is not for the fiscal year period, it's for a normal calendar year period, from January to December. I need a copy of the draft of the report by the beginning of January.'
Steve:'Plus, you need to give me a daily update on what's happening with your projects. A quick phone call or a short email is enough.'
John:'I'm going to be busy.'
Steve:'Yes, you will be. But there are also periods when it's quieter. For example, throughout July and August there's normally very little to do.'