In this chapter, we will explore the first of three phases that make up a consulting engagement. The pre-engagement phase of a project typically runs from an initial inquiry through contract completion. In this chapter we will:
review types of communication during this phase,
detail the environment from both a consultant and a client’s perspective,
discuss good listening during pre-engagement phase, and
illustrate best approaches to essential communications during this phase.
The Pre-Engagement Phase
While all consultants are directly involved in the engagement phase of a project, many contribute during the pre-engagement phase. This is especially true for small business consultants who manage all aspects ...