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