Digital Engagement Plan

Advisory Topic:
General Business Advisory: Generalised advice for your business
Describe the activities that will be undertaken (including referrals to other organisations, partners, providers).*
Responsible person(s)*
Action by*
Advisory Topic:
Digital Foundations: Introduction to digital channels and tools
Describe the activities that will be undertaken (including referrals to other organisations, partners, providers).*
Responsible person(s)*
Action by*
Advisory Topic:
Next Level Digital: Using digital tools to improve your business
Describe the activities that will be undertaken (including referrals to other organisations, partners, providers).*
Responsible person(s)*
Action by*

Digitial Needs Key Area:
Websites & selling online
(Website creation, website management, apps development, SEO, creating an online shop, and selling online)
Describe the activities that will be undertaken (including referrals to other organisations, partners, providers).*
Responsible person(s)*
Action by*
Digital Needs Key Area:
Social media & digital marketing
(Social media platforms, email marketing, and promotional tools)
Describe the activities that will be undertaken (including referrals to other organisations, partners, providers).*
Responsible person(s)*
Action by*
Digital Needs Key Area:
Small business tools
(e.g. Microsoft Office, Office 365, CRM, booking software, billing & payments, reporting, project managment etc.)
Describe the activities that will be undertaken (including referrals to other organisations, partners, providers).*
Responsible person(s)*
Action by*
Digital Needs Key Area:
Security & data privacy
(e.g. data protection, privacy systems, data collection, data storage, data access)
Describe the activities that will be undertaken (including referrals to other organisations, partners, providers).*
Responsible person(s)*
Action by*
General Business Advisory Key Area:
Strategy - Business Crisis Management and Business Continuity Planning
Describe the activities that will be undertaken (including referrals to other organisations, partners, providers).*
Responsible person(s)*
Action by*
General Business Advisory Key Area:
Finance - Boosting Cashflow
Describe the activities that will be undertaken (including referrals to other organisations, partners, providers).*
Responsible person(s)*
Action by*
General Business Advisory Key Area:
Human Resources - Staff Management and Creating a Safe Work Environment
Describe the activities that will be undertaken (including referrals to other organisations, partners, providers).*
Responsible person(s)*
Action by*
General Business Advisory Key Area:
Customers – Retain and Staying Connected to Customer
Describe the activities that will be undertaken (including referrals to other organisations, partners, providers).*
Responsible person(s)*
Action by*
General Business Advisory Key Area:
Resilience and Wellbeing
Describe the activities that will be undertaken (including referrals to other organisations, partners, providers).*
Responsible person(s)*
Action by*
General Business Advisory Key Area:
Plain Language Advice About The Various COVID-19 Stimulus Packages For Small Business
Describe the activities that will be undertaken (including referrals to other organisations, partners, providers).*
Responsible person(s)*
Action by*
General Business Advisory Key Area:
Digital Foundations
Describe the activities that will be undertaken (including referrals to other organisations, partners, providers).*
Responsible person(s)*
Action by*

Referrals
Has the client been referred to another program/advisory service?*

YesNo
Referral details (who has the customer been referred to and why)*
Other comments*

Client's agreement
Please tick the statement that the client agrees with*

I (the client) agree to make changes to the businessI (the client) have increased confidence in digital technologiesI (the client) haven't identified any outcomes from this sessionI (the client) have agreed to develop a Digital Engagement Plan
Total facilitation time (minutes)
Minutes
Should be Empty: