CHAPTER 2

Pre-Engagement Communication

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 ...

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