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Workshop Extension and Reinforcement Home
Beginning Projects
Work Agreement Overview
- Needs Assessment
- Plan for the Work Agreement
- Conduct the Work Agreement Discussion
- Document and Communicate the Work Agreement
Relationship Strategy and Management
Readiness Assessment
In-Process Projects
Client Strategy Planning
Work Agreement Overview
- Needs Assessment
- Plan for the Work Agreement
- Conduct the Work Agreement Discussion
- Document and Communicate the Work Agreement
Relationship Strategy and Management
Readiness Assessment
Forms and Templates
Client Strategy Session Planning Worksheet
Work Agreement Needs Assessments
- Beginning Projects
- In-Process Projects
Client Profile Worksheet
Work Agreement Planning Worksheet
Work Agreement Meeting Agenda Template
Work Agreement Worksheet
Relationship Opportunity Matrix Worksheet
Readiness Assessment Matrix Worksheet
Consultative Partnering™
Workshop Extension and Reinforcement
Welcome to the Consultative Partnering Workshop Extension and Reinforcement site. This site is designed to provide you with additional learnings, practice, and reinforcement following your attendance of the Consultative Partnering workshop. It also provides a set of practical worksheets and reference sheets that you can use on your projects any time you need them.
In general, you are probably at one of two places in your current project:
- Recently started your project or just getting started (“Beginning”)
- Part-way through your project but not yet completed (“In-Progress”)
If you are Beginning a new project, you will want to make sure it gets off on a solid footing. Good planning and preparation are called for. If you are In-Progress on your project you will benefit by stepping back to evaluate issues, refine your client strategy, and make sure the team is working optimally. In either case, you may need to look at your client’s current state of readiness and address any obstacles, or evaluate and refine your relationship strategies with clients and key stakeholders.
This website will walk you through an effective process whether your project is Beginning or In-Progress. Please click on the appropriate link below to continue
