The checklists below are referenced within the book Flawless Consulting: A Guide to Getting Your Expertise Used. These checklists are designed for you, the Consultant, to use for improving your relationship with the Client.
Checklist #1
Assessing the Balance of Responsibility: Rate who is taking responsibility in a project you are engaged in.
Checklist #2
Analyzing One of Your Contracts: Practice writing up elements of your contract.
Checklist #3
Planning a Contracting Meeting: Answer these questions when you are planning a contracting meeting.
Checklist #4
Reviewing the Contracting Meeting: Questions to answer after the meeting.
Checklist #5
Planning a Discovery Meeting: Planning guidelines to aide in data collection and prepare for resistance.
Checklist #6
Reviewing the Discovery Meeting: Questions to answer after the meeting.
Checklist #7
Planning a Meeting for Action: Guidelines to help you prepare for the meeting.
Checklist #8
Reviewing the Meeting for Action: Questions to answer after the meeting.
Checklist #9
Preparing for Implementation: Reminders on working the elements of engagement into the implementation phase.
Checklist #10
Reviewing an Implementation Event: Question to answer after the Implementation phase.
Additional Book Content
Bonner Case: A case study of a small consulting project to help you apply chapters 1 through 6.
Pg. 172: More Differences between the Technical/Business Problem and How the Problem Is Being Managed
Pg. 213: Layers of Analysis Exercise: Identify layers of a problem that are not clear initially.
Pg. 265: Renegotiating Expectations about Participation Exercise.
Pg. 266: Rearranging the Room: The theory behind rearranging the room is that this particular meeting is a sample and leading indicator of all future meetings.
Pg. 268: Creating a Platform for Openness and Doubt: Part of our tasks as consultants is to create opportunities for all voices and points of view to be heard.
Pg. 270: What Do We Want to Create Together?: There is no more profound question than this one, and none more difficult to answer.
Pg. 271: Creating a New Conversation: Old conversations lead to old actions.
Pg. 274: Choosing Accountability and Commitment: Activity that confronts and cements people’s will to proceed.
Pg. 275: Closing with Focus on Gifts: Finish each meeting by recognizing participant’s gifts and value.
Pg. 317: Handy Checklists You Can Use
