Preparing for the Consulting Project
The first task you should undertake to make sure that a successful consulting engagement takes place (and that you do the most effective clienting you possibly can) is to get your internal house in order. This means getting all the stakeholders, committees, and organizational leaders to buy in to and support the project for the right reasons, and with integrity and commitment.
Follow these two important steps to prepare for an outside consultant:
1. Establish roles and responsibilities.
2. Prepare the consulting services agreement (CSA).
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