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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
Relationship Strategy and Management
The Relationship Opportunity Matrix is a tool for understanding and characterizing your clients and key stakeholders based on their level of interest in and influence over your project. Where each client falls across the continuum of these two factors will suggest general strategies for how to manage and build relationships with them. The Matrix then guides you through the process of developing more specific strategies for managing each client to optimize your project outcome. Click below to download the Relationship Opportunity Matrix and complete your analysis and client strategies.
Once you have completed the Relationship Opportunity Matrix Worksheet, click below to begin the third and final major step, Readiness Assessment.

