Framework for Defining Client Engagement Problems PPT


This PPT slide, part of the 27-slide Issue Based Problem Solving PowerPoint presentation, presents a structured approach to defining the problem for a consulting engagement, emphasizing the importance of clarity in the initial stages. It outlines a "Problem Definition Worksheet" divided into 3 key sections: Context, Buy, and Scope.

In the Context section, 2 primary components are highlighted. First, "Key Facts" focus on gathering relevant information about the client's current situation. This sets the foundation for understanding the environment in which the client operates. Second, "Need for Change" addresses the urgency behind the client's desire for transformation, touching on implications and potential risks if action is not taken.

The Buy section is crucial as it poses the "Key Question" that needs answering. This question is central to the engagement, guiding the consulting team's efforts. Additionally, it identifies "Sponsors," indicating who initiated the consulting engagement, which can inform stakeholder dynamics. The "Criteria for Quality" component outlines what the client considers a successful outcome, ensuring that the consulting team aligns its efforts with client expectations.

The Scope section delineates the boundaries of the project. "Desired Outcomes" specify what the client hopes to achieve by the end of the engagement, while "In Scope" and "Out of Scope" clarify deliverables and issues that are included or excluded from the project. This clarity helps manage client expectations and prevents scope creep, which can derail project timelines and objectives.

Overall, this slide serves as a foundational tool for consultants to ensure alignment with the client’s needs and expectations, paving the way for a focused and effective engagement.




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