This PPT slide, part of the 18-slide Building Case Start-Up PowerPoint presentation, titled "Develop an Answer-First Workplan" outlines essential steps for creating an effective workplan for a case start-up. It emphasizes the importance of understanding both the client and the industry to ensure a successful engagement. The content is structured into 2 main sections: "Learn about the Client and the Industry" and "Understand the Client’s Situation and the Goals of the Case."

In the first section, several key actions are suggested. Obtaining various documents such as the proposal, annual reports, product descriptions, organizational charts, and industry overview materials is crucial. These documents provide foundational knowledge about the client, which is necessary for tailoring the consulting approach. The slide also recommends checking BRAVA and the BVU databases to see if the consulting firm has prior experience with the client or similar competitors. This background can enhance the understanding of industry dynamics and client expectations.

The second section focuses on direct engagement with the client. It suggests meetings with the VP or manager to clarify objectives, project scope, major issues, and overall approach. Timing and deadlines are also highlighted as critical factors to discuss. Additionally, meeting with the client project leader is advised to confirm deliverables and ensure alignment on key decisions and their timelines.

Overall, the slide serves as a practical guide for consultants preparing to kick off a case, emphasizing the need for thorough preparation and clear communication with the client. The structured approach outlined can help mitigate risks and set the stage for a successful consulting engagement.

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