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Initial Client Meeting

In: Business and Management

Submitted By tp10fm
Words 519
Pages 3
Initial Client Meeting

Professional & Logistical: * Introductions * Provide some background info about ourselves * Provide a reason for choosing organization * Project Overview * Overview of project including deliverables and time frame * Be clear about important dates on your end, and find out about any important dates on their end * Establishing Expectations * Get to know client and their role in the organization * Gage the clients expectations of the project * Logistics – best times and method of contact, flexible or prefer to set up meetings * Willing/able to come to Brock for final presentations * Privacy/Confidentiality agreement * Anyone we could interview/ask questions in the organization other than the client?

Resources: * Information Sources from within the organization: * Does client have: a previous job description, a current training manual, or an employee handbook? * What type of Data do you keep? * Number of employees, promotions per year, hires per year, turnover per year, and any client satisfaction ratings?

Big Picture Analysis: * Description of Organization: * Vision: * Values: * Purpose: * Clients: * How long have they been around for: * Reputation: * External Environment: * Any important trends in the market, or industry? * Any important regulations, laws, standards? * How is Community Living different from other similar organizations? * Key Stakeholders: * Who are they? * Any conflicts of interest? * Is it OK if a particular stakeholder group is unhappy? * Does the organization work closely with any other organizations? * Business Strategy: * Any major current plans? * Any major future plans?...

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