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client onboarding

Pre-engagement

Confirm client's interest and readiness for consulting services

Assess if the consulting organization has the necessary expertise to meet the client's needs

Conduct initial discussions or meetings with the client to understand their goals and objectives

Determine the scope of the engagement and establish clear deliverables

Assess the timeline and availability of key stakeholders

Agree upon the terms and conditions, including fees and payment schedule

Obtain necessary legal and contractual documentation, such as non-disclosure agreements or engagement letters

Project Planning

Assign a project manager and assemble the consulting team

Schedule a kickoff meeting with the client to introduce the team and discuss project details

Conduct a thorough analysis of the client's current situation and gather relevant data

Develop a project plan, including tasks, milestones, and timelines

Identify potential risks and develop contingency plans

Determine communication channels and frequency of updates with the client

Establish key performance indicators (KPIs) to measure the project's success

Resource Allocation

Identify the resources required to execute the project successfully

Allocate team members with the appropriate skills and expertise to different project tasks

Ensure team members have a clear understanding of their roles and responsibilities

Provide necessary training or support to team members, if required

Set up project management tools or systems to facilitate collaboration and tracking progress

Client Communication

Schedule regular meetings or check-ins with the client to provide updates on the project

Establish a communication plan to address any queries, concerns, or changes in requirements

Maintain open and transparent communication channels to foster a strong client-consultant relationship

Document and share meeting minutes, action items, and decisions with the client

Respond promptly to client inquiries or requests for information

Project Execution

Execute the project tasks according to the agreed-upon plan

Monitor progress and track milestones to ensure timely completion

Conduct regular quality assurance checks to maintain high standards of delivery

Seek feedback and input from the client throughout the project

Address any issues or roadblocks promptly and proactively

Project Closure

Review project objectives and deliverables with the client

Conduct a post-engagement assessment or evaluation to gather feedback

Present final reports, recommendations, or presentations to the client

Obtain client approval and sign-off on project completion

Arrange for billing and payment, ensuring adherence to agreed-upon terms

Archive project documentation and ensure proper knowledge transfer

Note: The checklist provided above is a general guideline and may vary depending on the specific requirements and nature of the consulting organization and the client engagement.

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