This PPT slide, part of the 18-slide Building Case Start-Up PowerPoint presentation, presents a structured approach to initiating a case start-up, outlining key agenda items and corresponding example approaches. The first section focuses on team member introductions, emphasizing the importance of personal engagement. It suggests that each participant share their background and expectations, fostering a collaborative environment from the outset.

Next, the case background is detailed, which includes content, objectives, critical issues, and the overall approach. The example approach encourages the use of slides from proposal materials to clarify these elements, ensuring all team members are aligned on the case's purpose and challenges. This alignment is crucial for effective decision-making throughout the project.

The client overview section highlights the necessity of understanding the client’s organization, including a description of their products and services. It recommends presenting an organizational chart to identify key stakeholders, which is vital for navigating client sensitivities and ensuring smooth communication.

The workplan segment outlines the need for clarity in team structure and roles. The suggested approach includes obtaining team input on tasks and activities, which promotes ownership and accountability. Additionally, it advises discussing areas of emphasis based on client context, allowing for tailored strategies that address specific client needs.

Overall, the slide serves as a comprehensive guide for setting the stage for a successful consulting engagement. It emphasizes the importance of clear communication, understanding client dynamics, and collaborative planning. This structured approach can significantly enhance the effectiveness of the consulting team and the overall project outcome.

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Consulting Training Organizational Chart Purpose