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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
Readiness Assessment
The Readiness Assessment Matrix is a tool for assessing the readiness of your clients and client organization for your project solution. If an adequate state of readiness does not exist, your project will likely encounter significant obstacles during implementation. If necessary, propose and/or take specific actions as soon as possible to remove obstacles, achieve greater alignment among clients, and generally increase the level of readiness. Click below to download the Readiness Assessment Matrix and complete your assessment.
Once you have completed the Readiness Assessment Matrix Worksheet, click below to return to Beginning Projects.
