1. Initial Contact and Discovery: We will connect with you to gather preliminary information about your needs, challenges, and objectives.
2. Preparation and Proposal: A proposal outlining the scope of work, objectives, deliverables, timeline, resources required, and estimated costs will be prepared. The proposal serves as a contract that both parties can agree upon before moving forward.
3. Contract and Agreement: Once the proposal is accepted, a formal contract is drawn up, detailing the terms and conditions of the engagement, including payment terms, confidentiality agreements, and project specifics.
4. Initial Assessment: A detailed assessment of your current situation will be conducted, often involving interviews, data analysis, and research. This step helps us gain a deeper understanding of your challenges and opportunities.
5. Project Planning: Based on the assessment, we will develop a comprehensive project plan, including specific goals, strategies, methodologies, and action steps. The plan outlines the approach we will take to address your needs.
6. Kick-off Meeting: A formal kick-off meeting is held with key stakeholders from both teams. The purpose is to align expectations, clarify roles and responsibilities, and establish open lines of communication.
7. Execution and Implementation: The project plan will begin being executed, which may involve tasks such as data collection, analysis, strategy development, process improvement, or training. Regular communication between both parties ensures that progress is on track.
8. Feedback and Iteration: Throughout the engagement, we will seek feedback from you to ensure alignment with expectations and to make any necessary adjustments to the approach. Iterative improvements help fine-tune the project for optimal results.
9. Deliverables and Reporting: We will produce deliverables, which could be reports, presentations, recommendations, or tangible outcomes, depending on the nature of the engagement. Regular reporting keeps you informed of progress and outcomes.
10. Presentation and Review: The deliverables will be presented to you and discusses the findings, recommendations, and proposed next steps. This presentation often leads to discussions about how to implement our recommendations.
11. Implementation Support: If applicable, we may provide guidance and support during the implementation phase to ensure that recommended changes are successfully integrated into your business operations.
12. Closure and Evaluation: Together we review the project's outcomes, assessing whether the objectives were met, and the value delivered. Lessons learned are documented for future reference.
13. Client Relationship Management: To ensure your continued success, we will continue to engage and “check-in” and will provide support where needed as your journey to achieving extraordinary results continues.
Terms & Conditions 03_10_2023 (pdf)
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