Pre-Engagement
|
Contact information
-
Initial contact will normally be via the
website communications system
-
Varying levels of disclosure of
diagnostic business performance information is required
prior to two way contact
-
A preliminary response is given via email
after analysis of business information provided
-
Questions requiring clarification may
arise prior to site contact
-
An agenda for the site visit will be
prepared
-
A company situation analysis document
will be sent to the potential client for completion prior to, or during, the one
hour pre-engagement session
|
Engagement |
Planning Session – Problem definition
-
Clarification of client issues and
possible business impacts
-
Re-assessment of available financial
performance information
-
Completion of situation analysis
-
Clarification of owners objectives and
expectations for business
Planning Session – Solution remedies selected and ranked
-
Primary solutions scoped
-
Task definitions and responsibilities
decided
-
Completion of Engagement Terms and
Conditions including fees and payment schedule
-
Payment of agreed pre-commencement
portion of fee
|
Project Activity
On-site |
Project Planning
session/Activity programme
-
Develop performance indicators and
measurement method/frequency
-
Determine timeframes
-
Consider current plans-
business/marketing/advertising
-
Allocate tasks
-
Outline staff involvement
-
Plan review meeting
-
Determine project completion point
-
Prepare project report
-
Further advisory involvement determined –
i.e. monthly monitoring meetings/progress reviews
|