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