Engagement structure is a key determinant of how much work you'll need to do and how profitable a given engagement will be. You'll need to scope out deliverables, team resources on both your side and the client side, timelines, and methods you'll use to deliver the work. Getting agreement with the client on the engagement structure before work begins will prevent scope creep and missed expectations.
- Engagement structure is a key determinant…of how much work you'll need to do…and how profitable a given engagement will be.…You'll need to scope out deliverables,…team resources on both your side and the client side,…timelines, and the methods you'll use to deliver the work.…Getting agreement with a client on engagement structure…before work begins will prevent scope creep…and missed expectations.…Engagement management has five major phases:…proposal, kickoff, delivery, closure, and archive.…
The proposal has a project charter…with three key components.…A statement of work with background, scope,…approach, and assumptions.…The SOW specifies the deliverables…that'll be provided to the client.…It'll have a high-level project schedule.…And it'll highlight project resources…and their general assignments.…These components describe…how you'll manage and deliver the project.…Kickoff is about information gathering and dissemination,…as well as planning information gathering activities.…
You'll submit data requests…and collect client-specific or project-specific tools.…
- Working as a consultant
- Generating revenue as a consultant
- Cost structures, pricing, finances, and taxes
- Marketing and selling consulting services
- Negotiating and contracting
- Working with clients
- Presenting findings to clients
- Implementing recommendations
- Managing legal issues
- Insuring a business
- Getting licensed and certified
Skill Level Beginner
Understanding Intellectual Propertywith Dana Robinson1h 31m Appropriate for all
1. Define Your Consulting Business
2. Marketing and Selling
3. Contract and Protect Yourself
4. Run the Consulting Engagement
5. Handle Administration
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