Oct 05 2007

Structuring An Engaqement

Published by Jack at 10:07 am under Structuring An Engagement

It has been my experience that structuring an engagement properly may be one of the most critical steps in the facilitation process. I include:

  • Identifying the ‘real’ client
  • Contracting with the client re: deliverables, participants, methodology, the client’s role, etc.
  • Defining milestones and ‘done-ness’ criteria
  • How, by whom, does the contract get changed
  • Fees and contingencies

Share with us your perspective on structuring a facilitation agreement and any ‘lessons learned’.

Here’s a link to Whiteboards That Work which addresses the ‘front end’ of the process.

One Response to “Structuring An Engaqement”

  1. # Jackon 28 Nov 2007 at 9:31 am

    Excerpt From Jack’s New Book:

    Structuring an engagement includes:

    • Identifying The Client
    • Contracting
    o Defining the client
    o Deliverables & Resources Required
    o Methodology To Be Used
    o Financials
    o Milestones
    o Changes To The Contract
    • Writing A Proposal
    • Gathering Knowledge About The Group & The Organization
    • Establishing The Mandate

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