【正文】 you.40 / 347 給客戶準備包含 IAP 的戰(zhàn)略計劃會議報告Prepare Strategic Planning Session report for client with IAPs assigned? 會議之后， 你需要向客戶提供一份報告。During the Planning Session you will have established with your client the nature of your ongoing relationship. ? 持續(xù)性關系有兩種形式。Follow up with the client a couple of days later.48 / 347 與你的小組成員一起交流 SPS 的結果Communicate outes of SPS to your team members? 這個階段只適用于那些需要有其他咨詢顧問一起參與工作的顧問。Brainstorming for ideas.? 請參見 “小組計劃會議情況匯報” 議51 / 347程。 During Module 2 you will need to begin talking to the clients’ customers to find out how they really feel about what the business does and how they do it. Customers are more than willing to tell us what they like and dislike about our business if we take the time to ask them. This information will be used as one of the foundation blocks of the improvements you will be making to your business.在獲得顧客反饋之前， 你需要得到員工的幫助。 如果我們花55 / 347足夠的時間去詢問， 顧客是非常樂于告訴我們他們對企業(yè)喜歡和不喜歡的方面。The meeting should also be used to generate ideas on how to improve the program.? 要為這次會議準備議程。46 / 347 該文件包括下列內容:You will need to confirm your arrangement using an Engagement Letter. Please refer to the sample “Engagement Letter” template provided. This letter contains the following:? 你和客戶將一起從事的工作的大綱；An outline of the work you will be doing together；? 雙方認可的費用 (有可能的情況下， 應當安排客戶以直接銀行轉帳的方式付款)The fees you have agreed upon (where possible you should try to arrange for payment to be made by direct bank transfer)；47 / 347? 雙方相互承諾聲明；Your mutual mitment statements； and；? 你的權力與義務。 并記住在報告發(fā)出的一兩天后43 / 347給客戶打電話確認他們收到了該報告。 有些 IAP 可以對企業(yè)的贏利能力產生立竿見影的作用， 例如， 提高價格。 你還要闡述企業(yè)價值評估的原則和系統(tǒng)化將如何提升企業(yè)的價值。 The client should also plete and return to you the “Customer Service Focus” Questionnaire. This questionnaire is designed to gauge the anisations mitment to exceptional customer service. The results will be used later in the program and pare to feedback gathered from both customers and team members.? 不要忘記詢問客戶，他們是否還有其31 / 347它他們認為對你有用的信息。You will need to gather plenty of information on the client prior to the 1st Strategic Planning Session.? 如果客戶有網站的話， 你應當瀏攬其網站。The session also gives you the opportunity to get to know your clients better. You should use the session to gain their trust and build your working relationship.? 確定會議的日期和時間。 第一階段的目的是建立客戶和咨詢顧問之間的關系， 并開始經營業(yè)績改善項目的 “計劃” 階段。 Human Resource strategies監(jiān)督和持續(xù)改進保持該過程持續(xù)進行Monitoring amp。此外, 有工具提供的步驟也標注有專門的符號。3. 商業(yè)模式The Business Model。7. 組織結構，知識， 環(huán)境管理和技術應用戰(zhàn)略Organizational Structure， Knowledge， Environment Management and Technology Strategies。 這是通過在企業(yè)中實施許許多多小的措施后達到的結果。它為顧問咨詢公司實施咨詢項目提供了詳盡的指導。2. 了解你的客戶，產品和市場Understanding Your Customers， Products and Markets。We remend that you implement the program in its entirety based on the client paying a fixed monthly fee for your services. However in some instances it may be more appropriate to offer just a few aspects of the program， for example， the Customer Advisory Session or the “Exceptional Service – Leading The Pack” customer service training.本項目旨在了解企業(yè)， 提出和實施改進措施， 提供對企業(yè)所有者和員工都有實際意義的培訓。6. 企業(yè)系統(tǒng)化Business Independence。? 該模塊中提供的工具( 以?表示) A list of the available tools for that Module (denoted by ?)。 你和你的客戶一起開始了一個令人興奮的旅程。 The following Tools have been provided to assist you. These Tools arecrossreferenced throughout the “Tasks to Be Completed” section (denoted by ).? 第一次戰(zhàn)略計劃會議邀請函1st Strategic Planning Session Invitation? 第一次戰(zhàn)略計劃會議準備清單1st Strategic Planning Session Checklist22 / 347? 戰(zhàn)略需求分析問卷 (SNAQ)Strategic Needs Analysis Questionnaire (SNAQ)? 客戶服務重點問卷Customer Service Focus Questionnaire? 利潤潛力 (表格)Profit Possibilities (Spreadsheet)? 第一次戰(zhàn)略計劃會議議程1st Strategic Planning Session Agenda ? 第一次戰(zhàn)略計劃會議 PowerPoint 演示稿1st Strategic Planning Session PowerPoint Presentation? 第一次戰(zhàn)略計劃會議報告模本1st Strategic Planning Session Report Template? 合作意向書模本Engagement Letter Template? 小組計劃會情況匯報議程Team Planning Session Debrief Agenda23 / 347典型的模塊一程序Typical Module 1 Program分析客戶信息， 確定第一次計劃會的日程—明確 “熱點” 和 “ EDAY”Analyse client information and set your agenda for the 1st Planning Session – identify the “hot spots” and “EDay”3 1 1 1 1 1 1 6 1 1 1 1 1 1 5 1 1 1 1 1 1 7 1 1 1 1 1 1 4 1 1 1 1 1 1 82 1 1 1 1 1 1 召開第一次戰(zhàn)略性計劃討論會， 確保自己明確 “立即行動點(IAPs )Hold 1st Strategic Planning Session ensure you identify the “Immediate Action Points” (IAPs)準備提交給客戶的包含 IAPs 的計劃討論會報告Prepare Planning Session Report for client with IAPs assigned建立持續(xù)的客戶關系基礎，并向客戶提交合作意向書Establish basis of ongoing relationship and send Engagement Letter to client information from client制定今后 12 個月的工作安排Schedule client program for 12 months與小組成員交流工作結果Communicate oute to team members24 / 347安排第一次(共兩次)戰(zhàn)略計劃會議的后勤事宜Arrange logistics for 1st (of 2) Strategic Planning Session從客戶處收集信息Collect information from client1 1 1 1 1 1 1 25 / 347需完成的任務Tasks to Be Completed 安排第一次戰(zhàn)略計劃會議的后勤事宜Arrange logistics for 1ST Strategic Planning Session? 第一次戰(zhàn)略計劃會議大約進行 34 個小時。Send the “Strategic Needs Analysis Questionnaire“ to the client.? 安排會議地點—盡量使用中立性的地點—會議場所必須確保無干擾。 還要請客戶給你提供他們通常使用的管理報告.You will also need 3 years of financial statements (Profit and Loss， Balance Sheet and CashFlow statements). Ask the client to also send you copies of any management reports that they routinely use.? 你需要客戶填寫 SNAQ 問卷，并在會議前的至少 45 天把它交給你。 要用 3 個小時重新審閱已填寫完成的 SNAQ 和你所收集的其它信息。 如果讓客戶有機會談論他們的某些問題和困境， 他們會覺得收獲更大。 這份報告要把這幾天的事件寫出”簡要總結” 。 你或者會使客戶接受全部的 BPIP 計劃， 或是會把一些服務捆綁在一起， 例如， CAS， TAS， 或者 “優(yōu)質服務—爭創(chuàng)第一 ” 培訓等。This stage is only applicable to those consultants that have other team members working with them.? 讓你的小組成員了解第一次戰(zhàn)略計劃會議的結果是很重要的。Please refer to “Team Planning Session Debrief” Agenda.52 /