Liz invited me to speak at the August South Community meeting. What a great group! I was honored to participate, learn, and improve my skills at the meeting.
The topic was about the entry meeting when you have a client - internal or external - who needs your help. We shared what we do, how we approach things, and discussed three different tools that can be used. Liz is going to share, I think.
I found a few more when I came home and I bet there are many more out there. One I mentioned last night, Organizational Intelligence, by Silber and Kearny. Their "Business Logics Model" can be used before the entry meeting to obtain rich and helpful information that you can use during that first meeting. It can be used for both internal and external consultants.
Judith Hale's Performance Consulting also is a great resource. Chapter 4, Credibility and Influence, is worth a review before you head into that first meeting. In Chapter 7, Hale includes a Scorecard Job Aid/Worksheet that could be used in that first entry meeting. She also includes a Hierarchy Job Aid that has an excellent list of questions that can be used in the initial meeting as well as subsequent, early meetings.
At the 702010forum.com, I found a list of questions that can be used in this first meeting. It's located here. Consultingsuccess.com has a very good set of questions to ask - and not to ask - during your first meeting.
I am looking forward to other resources that my fellow Chicago ISPI members use. I love these new Communities and how much wisdom is shared between us!
I got some great resources and ideas from both you and the participants. I'm excited about the September meeting.
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