In many ways, this is the continuation and conclusion of the contact phase. This phase formally confirms the understanding between you and your client. A common consulting term used for this phase for external consultants is contracting. For internal consultants and their clients, the term contract may imply a legal agreement—more formality than they intend, even though this is a social and not a legal contract. Nevertheless, because contract is a term frequently used by consultants, we will use both terms in this book. In some organizations and disciplines, the agreement is incorporated into the final project plan. As we are using the term here, the agreement confirms the match between the client’s needs and the consultant’s ...

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