We believe that working together ought to be easy and stress-free. You are, after all, looking for help, not headaches. Here’s how a typical engagement progresses from first meeting to successful conclusion.
1. You express an interest
You pick up the phone, send an email, or hit one of the buttons on this site. Just say the word that you want to explore a project, and you will get a prompt response.
2. We have a conversation
Ideally this is a face-to-face meeting so that we can start getting comfortable with each other. Sometimes for a small project or when distance is a problem, this conversation can happen via telephone. In this meeting you describe your concerns, issues, goals or anything else you think is relevant to what you are trying to get done.
3. We develop a proposal
We will take the information you provide, and give some thought to the best way to help you reach your goals. This process may involve an email or phone call to clarify a point or two. The proposal will be emailed to you in the form of an agreement letter. It will include the goals, the approach, the responsibilities of everyone involved in the project, and a fixed price, along with payment terms.
4. You decide if you want to move forward
If the proposed solution meets your expectations, you e-sign the agreement letter. Signed copies are automatically sent back to you and to us.
5. Schedule the work
At this point, key events are put on the calendar, and other timelines are laid out.
6. Do the work
This might mean facilitating a retreat, providing a seminar, conducting an assessment, or one of dozens of different services. Throughout this process, you will also be kept up-to-date on where things are at.
7. Evaluate the results
Throughout the engagement we will have ample opportunities to talk about how things are working and whether adjustments to the plan are needed. Our focus is on meeting the goal. If that requires flexibility, we flex.
8. Decide what happens next
Most of the time, the need has been met, and you go about your business. In some cases, there may be a new need that surfaces as a result of the original work. In those situations, we will provide you with a recommendation about what you may want to do next. And if you are interested, we will provide a proposal for the new project.
9. Stay in touch
We never think about our clients as a single project. It’s about a relationship, and we will take the initiative to maintain contact.