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Closing the Engagement
Rules for Closing the Engagement
Rule 3: Establish and enforce engagement documentation standards, including
those for proposals, progress reports, and deliverables.
Rule 8: Bill and collect frequently. This will improve cash ow and alert you
sooner if the engagement is in trouble with the client.
Rule 9: Conduct independent status/ quality reviews of the engagement while
it is in process and subsequent to conclusion. Involve key client contacts in
the reviews.
Now you’re on the two- yard line but need to punch the ball in to score the nal, win-
ning touchdown—closing the engagement and moving on to your next client. So ...