Preparing for a consulting engagement
What to gather before a first session: current objectives, known problem areas, existing documentation, and the decisions you are trying to make.
Resources
Practical guidance for business owners and managers
Short summaries drawn from the questions clients ask most often. These are general information only and are not a substitute for advice about your specific situation.
Documenting a process for the first time
A simple sequence: list the trigger, the steps, who performs each step, what is handed over, and where work commonly waits.
Writing objectives your team can act on
Objectives work when they name an owner, a measure, and a review date. Without those three, they usually stay intentions.
Signs your operations need review
Repeated rework, unclear ownership of decisions, work that only one person can complete, and estimates that are consistently wrong.
Deciding between fixed scope and a quote
Fixed-scope engagements suit well-defined questions. Quoted work suits organisation-wide reviews where the scope depends on what is found.
Questions to ask any consultant
What exactly is included, what will I receive in writing, who does the work, what are your cancellation terms, and what falls outside your services?
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