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Onboard a new client

Pre-engagement Phase

Determine the scope and objectives of the engagement

Conduct initial meetings with the client to gather information

Assess the client's needs and expectations

Evaluate the feasibility of the engagement

Prepare a proposal outlining the services and deliverables

Negotiate and finalize the engagement contract

Engagement Kick-off Phase

Schedule a kick-off meeting with the client team

Introduce key team members and roles

Share the project plan and timeline

Clarify roles and responsibilities

Establish communication channels

Set expectations for deliverables and milestones

Obtain necessary access and permissions

Project Planning Phase

Conduct a detailed analysis of the client's business and industry

Define project objectives, goals, and success criteria

Develop a comprehensive project plan

Identify key stakeholders and their involvement

Allocate project resources and budget

Create a risk management plan

Establish a change management process

Data and Information Gathering Phase

Collect and analyze relevant client data

Conduct interviews with key personnel

Review relevant documentation and reports

Perform data analysis and modeling if required

Identify any data gaps or additional information needed

Engagement Execution Phase

Begin executing the project plan

Conduct regular meetings and progress updates with the client

Monitor project milestones and deliverables

Address any issues or concerns promptly

Maintain regular communication with the client team

Provide periodic status reports

Adjust the project plan if necessary

Knowledge Transfer Phase

Document and share project findings and recommendations

Create a final report or presentation summarizing the engagement

Conduct knowledge transfer sessions with the client team

Train client personnel on new processes or systems

Ensure the client is equipped to sustain the changes made

Closure and Evaluation Phase

Conduct a final review of project deliverables

Obtain client sign-off and acceptance

Conduct a post-engagement evaluation with the client

Gather feedback on the consulting services provided

Identify lessons learned for future engagements

Archive project documents and deliverables

Prepare a client satisfaction survey

Note: This is a generalized checklist and may vary based on the specific requirements of the consulting organization and the nature of the client engagement.

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