This PPT slide, part of the 32-slide Building Client Skills PowerPoint presentation, presents a structured approach to client engagement, focusing on 2 main areas: understanding existing data and effectively positioning the project. The first section emphasizes the importance of knowing what data is available before initiating any analysis. It suggests practical steps such as searching caseteam files for relevant information, reaching out to the caseteam via phonemail to inquire about previously acquired data, and checking non-client or public sources for additional insights. This foundational knowledge is crucial for ensuring that the analysis is built on a solid base, reducing redundancy and enhancing the relevance of the findings.

The second section outlines a series of critical questions aimed at positioning the project effectively. It prompts the team to consider the client's identity and objectives, the project’s goals, and the key stakeholders involved. Understanding who is sponsoring the project is vital for aligning efforts and ensuring buy-in. The slide also highlights the necessity of clarifying the project's relevance to the client, including how the data will be utilized and who will have access to the results. This strategic positioning is essential for fostering cooperation and ensuring that the project aligns with the client's broader initiatives.

Overall, the slide serves as a practical guide for consultants to prepare for data gathering and client interaction, ensuring that they approach their work with a comprehensive understanding of both the data landscape and the client's strategic context. This dual focus can significantly enhance the effectiveness of the consulting engagement.

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