STEP 1: REVIEW AGREEMENT
Take time to review the agreements made with the client regarding the actions you would take and the processes for collecting data and delivering negative feedback or bad news. Identify any deviations from those agreements, and confirm the client’s understanding of the reasons for those deviations. Anticipated Time: 2–3 minutes.
Highlight the agreement with the client about the project and the process used to collect information. Anticipated Time: 2–3 minutes.
STEP 2: REVIEW THE PLANNED AGENDA FOR THE MEETING
Letting people know the process of the meeting and the topics to be discussed helps them to be ...