Basic Consulting Phases – 2of4
1. Crafting the Sell – 2of2:
9. Configuring the initial database to reflect current work goals, organization language, and response to common questions (What’s coming up? What are we behind on, etc.)?
10. Planning and assisting with launch meeting, and initial training.
11. Define scope of initial application for the first 90 days and six months.
1. What’s going to be tracked using ManagePro?
2. What types of information are going to be addressed (to-dos, events, email, and document)?
3. How often are active goals going to have progress notes posted?
4. Are priority one goals going to be treated differently than priority two and three goals?
5. What goals are going to be linked to customer satisfaction ratings?
6. What types of measurement will be used to determine goal success?
7. What will successful implementation of ManagePro look like at 90 days, six months, and one year?
8. Which meetings are going to be run using ManagePro and how?
How will lack of goal accomplishment (including resistance) be managed?
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