Client Application Form
Project Structure
Pre-Week 1 : Initial Consultation
During the initial consultation, we will get to know your organization and more about your mission, your operations, and your short-term and long-term goals. We will also discuss any challenges you are currently facing and ways we can help. Upon mutual agreement, we will move forward with the project.
Weeks 1 - 2 : Project Team Introduction
Meet the team you'll be working closely with over the next 8-10 weeks. On this first call, they will introduce themselves, discuss your pain points, ask any necessary clarifying questions, and work closely with you to draft a project roadmap and framework.
Weeks 3 - 8 : Research & Analysis
The team works to develop your personalized recommendations through ideation, research, data analysis, and synthesis. They will regularly update you on their progress through weekly calls.
Week 5 : Mid-Project Review
A formal mid-project check-in in the form of a presentation or a written deliverable in order to ensure the team is on the correct track and has ample time to adjust their strategy as needed.
Week 10 : Final Presentation
After thorough review by the Director of Consulting and project mentor(s), the team walks you through a comprehensive presentation outlining their findings and recommendations.
Post-Week 10 : 360 Evaluation Meeting with Clients and Client Feedback
We obtain feedback about the team's overall performance, as well as our branch's onboarding process, communication, and quality of deliverables.
