You need your consulting agency to repeatedly advance.
Each engagement you full is a chance to enhance; nevertheless, merely delivering excessive-high quality on tasks isn’t sufficient to up your sport.
The large door to enchancment and development opens while you devour finish-of-venture celebratory sweets replicate in your consulting engagements.
However what, particularly, must you consider?
Or, as subtle, technical consultants are skilled to question: what notions must you noodle?
The matters under can function your guidelines for a retrospective.
The Consulting Engagement Retrospective Guidelines
Shopper Acquisition
(Think about finishing this a part of the guidelines instantly upon receiving approval on a consulting venture.)
| Supply of lead: | |
| Shopper’s Want and/or Need: | |
| Issues, dangers, and objections raised prior to shut: | |
| Language that labored: | |
| Missteps alongside the best way: |
| Implications for advertising and marketing, qualifying alternatives, Discovery, proposal improvement and negotiation: |
Full the rest of the guidelines instantly upon conclusion of a contract or venture, or at a predetermined time interval if the engagement is ongoing.
Scoping
| Have been the shopper’s final issues, Need and/or Want, recognized throughout Discovery? | |
| Was the shopper’s highest worth downside recognized? | |
| Was the quantity of labor concerned precisely forecasted? |
| Implications for the Discovery course of (i.e., inquiries to ask consulting prospects sooner or later): |
Method
| What a part of our consulting agency’s strategy to this venture might have been systemized, automated, delegated to a decrease degree, and/or outsourced? | |
| What could possibly be improved to create greater worth for shoppers subsequent time? |
| Implications for strategy: |
Fashions
| Have been the fashions we used to border/remedy the shopper’s problem correct? | |
| How might the fashions we used be extra compelling, memorable, and/or distinctive? | |
| What new fashions, frameworks, distinctions, and metaphors emerged? |
| Implications for conceptual fashions utilized in advertising and marketing, Discovery, consulting venture execution and/or supply: |
Shopper Expertise
| Shopper remarks and/or our observations of the shopper expertise at every stage: | |
| Pursuit | |
| Onboarding | |
| Execution (together with administration of missteps) | |
| Wrap-Up | |
(Notice: if shoppers don’t comment positively on the expertise, the shopper expertise wants enchancment.)
| Implications and enchancment areas for shopper expertise: |
Motion Plan
| Primarily based on the assessments above, what can we enhance instantly? | What longer-time period enhancements will we prioritize and begin engaged on over the following month? |
| 1. 2. 3. | 1. 2. 3. |
What different questions would/do you ask throughout a consulting engagement retrospective?
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