The process by which we engage with a client to undertake a consultancy project typically follows around six steps:

First contact – an initial conversation often takes place by phone to make introductions, discuss an opportunity to help, or set up a meeting.

Discovery Meeting – an initial meeting when a prospective client describes their situation and objectives, and we share aspects of our experience that are relevant. If there is a good match, an initial discussion can take place regarding a potential scope of engagement.

Outline Proposal – based on the discovery meeting, we send an outline proposal detailing how we think we can help. This includes the objectives, a scope of work, a timeline and a methodology, along with some information on resourcing and costs.

Review Meeting – a follow-up meeting when the prospective client gives feedback on the outline proposal and we discuss what changes may need to be made.

Detailed Proposal – we then send a revised proposal with additional detail on the scope of work and timeline, together with a commercial offer capable of acceptance.

Kick-Off – a date is agreed to commence the consultancy commission

"Managing a complex project requires a firm grip but a light touch."