Admin, Legal & Operations
by Francesca Pick
1. Operations
1.1. Session with Charley about BUs & Finances [Nov 2019]
1.2. Systems Admin Key Information
1.3. Bookkeeping & Finance workflow overview (Charley)
2. Back to home map
3. Contracts & Legal
3.1. Letterhead template
3.2. Contract templates
3.2.1. Sub-contractor agreement
3.2.2. Contract for GT services
3.2.3. Example of W-8BEN-E (for contracts with US companies)
3.3. Insurance
3.3.1. Business Indemnity Insurance
3.4. Guides to key admin procedures (new directors, shareholders, confirmation statements etc.)
4. Admin Basics
4.1. Admin FAQ
4.2. Letterhead template
4.3. Overview of GT Generic Emails
4.4. GT Admin Templates
5. Project Management
5.1. Checklist for setting up a new project
5.2. How to start & manage a BU
5.2.1. Tutorial video with Charley about looking up BU balances
5.3. All Projects Dashboard
5.4. Templates for managing projects
5.4.1. Project Budget Template
5.4.2. Milestones & Timeline Template
5.4.3. Contract Template
5.4.4. Time & Budget Tracking Template