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Consulting´s Entry Phase (Preliminary Diagnosis (sources of information…
Consulting´s Entry Phase
Preliminary
Diagnosis
base for
further agreements
consultant´s proposal
overview of organisation
starts immediately
scope depends on problem
1-4 days
focus on opportunities
sources of information
diagnostic survey
observing & interviewing
contact other organisations which collaborate
Initial Phase
discuss & define
scope of
assignment
reasons
base for contract
ends with signature
common problems
mistrust
uncertainty
anxiety
Initial Contact by
consultant
marketing
cold calling
client
most common
problem known
Preparation/
First Meeting
collecting information
client should talk mostly
first ideas of consultant
decision about further collaboration
Terms of Reference
initial statement of work to be done by consultant
dictated by client or other consultant
includes
problem-describtion
expected results
budget
timetable
reporting
...
Proposal to Client
plan assignment
including
summary of problems
goals
actions to take
timetable
role definition
document
presented
to client
requesting
clients
approval
sections
technical aspects
staffing
consultant background
financial & other terms
Consulting Contract
contract?
--> entry phase
successfully completed
forms of contracts
verbal agreement
letter of agreement
written contract