Master Glossary

• A
• B
• C
• D
• E
• F
• G
• H
• I
• J
• K
• L
• M
• N
• O
• P
• Q
• R
• S
• T
• U
• V
• W
• X
• Y
• Z

Search

 DCP

Deliverables Checkpoints™

 DCS

Director of Client Services

 Deliverables Checkpoints™

142 Action items completed annually to support The Ten Client Deliverables™.
The Deliverables Checkpoints™ are the supporting checklist items which comprise The Ten Client Deliverables™ and must all be completed annually for ever Ideal Client.

 Deliverables Team

The "oversight team" (including Subject Matter Experts) that oversees client implementation and ensures every Deliverables Checkpoint™ "gets done" and provides comprehensive financial services to your Ideal Clients.

 DRPM

The Dry-Run Prep Meeting™

 DSM

Deal Structure Meeting™

 DT

Deliverables Team

 DTM

Deliverables Team Member(s)

 DTRT

The Deliverables Team Roundtable