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Also develop a perspective of – resource needs, client “hot buttons”
OCM strategy
Framework for Project Layout Meeting
Purpose:
This infographic provides a framework to facilitate the following with the
consultant team. It is one of the first actions to ensure coordination and a
common focus:
 Understanding of the business context
 Understanding the need/ opportunity
 Understanding what was sold
 Identify client pressure points, risks, and first level delivery expectations
 Obtain a perspective of OCM needs/strategy
 Obtain a perspective of resource requirements.
Client Context:
Clarify and Discuss
Background to the Sale:
Discuss & Clarify
a. Consult Firm Positioning In Terms Of Client
b. Project In Relation To Other Projects
c. First Perspective: Role And Responsibilities:
 Sponsor
 Users
 Qbit Key Account Director
 Program/Project Manager
d. Client Value Chain
e. Previous Projects
f. Roadmap To Making The Sale
What Was Sold (Objectives and Features/Benefits):
Discuss & Clarify
Case and Benefits Delivery Strategy:
Discuss & Clarify
• Group Structure
• Core Business
• Divisions
• Financial Performance
• Values
• Culture

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Framework for Project Layout Meeting

  • 1. Also develop a perspective of – resource needs, client “hot buttons” OCM strategy Framework for Project Layout Meeting Purpose: This infographic provides a framework to facilitate the following with the consultant team. It is one of the first actions to ensure coordination and a common focus:  Understanding of the business context  Understanding the need/ opportunity  Understanding what was sold  Identify client pressure points, risks, and first level delivery expectations  Obtain a perspective of OCM needs/strategy  Obtain a perspective of resource requirements. Client Context: Clarify and Discuss Background to the Sale: Discuss & Clarify a. Consult Firm Positioning In Terms Of Client b. Project In Relation To Other Projects c. First Perspective: Role And Responsibilities:  Sponsor  Users  Qbit Key Account Director  Program/Project Manager d. Client Value Chain e. Previous Projects f. Roadmap To Making The Sale What Was Sold (Objectives and Features/Benefits): Discuss & Clarify Case and Benefits Delivery Strategy: Discuss & Clarify • Group Structure • Core Business • Divisions • Financial Performance • Values • Culture