article thumbnail

8 Essential Project Management Documents You Need to Know About

Epicflow Blog

Project management involves creating lots of documentation. If you look into project management standards, you will find at least a dozen of various plans, multiple types of reports, and numerous other documents. Below is an example of this document. .

article thumbnail

What/Why Submit a Context Document?

David A Fields

A question I was asked… What exactly is a Context Document and why do I need one?… The post What/Why Submit a Context Document? Agreements Consultants Context Discussion Creating Value Fees Positioning Proposals Relationships adding value Consultative selling context discussions Context Document positioning. … See my response in the Solo Consultant’s Network. appeared first on David A. Fields.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

The Amazing Process, Purpose, and Outcome Document

The Fearless Marketer

We then went through this Process-Purpose-Outcome exercise for every single step of the recruiting process and ultimately constructed a 3-column table in a document that outlined each one of the ten or so steps of the recruiting process.

article thumbnail

Minimum Requirements Documentation: A Matter of Context

Johanna Rothman

A colleague asked me about the kinds of documentation the team might need for their stories. How little could they do for requirements documentation? I start with the pattern of Card, Conversation, Confirmation when I think about requirements and how much documentation. That's one way to create minimum documentation—break the story into usable pieces. If the PO writes stories or epics as problems to solve, the PO manages some of the documentation effort.

article thumbnail

How to establish a good Document Management?

Consulthon

Forms and company documents in the company I have recently joined are in disarray and lacking process. Are there any good practices I can start with for Document Management

Company 40
article thumbnail

How to control the delivery and retrieval of documented infor.

Consulthon

DO YOU KNOW SOME WAY OF HOW TO CONTROL DOCUMENTED INFORMATION (processes, procedures, instructions, visual guides, standard operating sheets, etc)ACCORDING TO ISO9001: 2015? The distribution of the

article thumbnail

Transaction Documentation Means Dollars

Martinka Consulting

Transaction Documentation Means Dollars. Fighting hard to come to a conclusion on price and handing off the transaction to lawyers to “paper the deal” risks losing sight of the fact that transaction documentation is an integral part of the economic bargain. The “deal” and the documentation should be treated as an integrated whole. The following article is from “IN$IGHT” the Zachary Scott Spring 2014 newsletter.

article thumbnail

Seven Good Reasons to Document What You Do*

Consultants' Consultant

Documenting answers both those questions and more. Here are seven reasons to document what you do: via GIPHY You do more than you think Alex regularly […]. The post Seven Good Reasons to Document What You Do* appeared first on Consultants' Consultant. Consultants Consultant: You’re busy! You know that you could do some things better, but it’s often hard to know where to start, and what will give the best bang for buck.

article thumbnail

How to implement 5S for electronic files (document management)?

Consulthon

Hello all, Do you have any hints about how to implement the Lean 5S methodology for electronic files (documents and files management)? Currently in my team there is no consistent approach how to

article thumbnail

How This CEO Uses Documentation to Delegate & Promote a Culture of Openness - w/ Chris Ronzio

Strategic Planning and Management Insights

Chris Ronzio is the founder and CEO of Trainual, an onboarding, training and knowledge management platform for small and growing businesses.

article thumbnail

Is Hillary Running the FBI? “Lack of Public Interest in Emails Justifies Withholding Documents” Says FBI

MishTalk

Here’s a headline news story that has me scratching my head: FBI Says Lack of Public Interest in Hillary Emails Justifies Withholding Documents. more…). Economics

49
article thumbnail

EU Brexit Document Demands UK Payment for Everything Down to the Gnat’s Ass

MishTalk

EU documents reveal “ Painstaking Brexit Detail ” down to the smallest item demanded by every nation. The document also demands arbitration by the European Court of Justice (ECJ). Brexit without a signed agreement looks increasingly likely as I suggested all along. These are both non-starters from the UK side. more…). Economics

44
article thumbnail

Protected: How to Construct a Perfect Proposal

David A Fields

Agreements Closing Consultants Fees Proposals Templates agreements closing Consultative selling Context Discussion Context Document fees proposals writing There is no excerpt because this is a protected post.

article thumbnail

"If Americans Could Read Classified Documents They'd Be Even More Against Syrian War"

MishTalk

Here''s a quartet of interesting tweets from House of Representative member Justin Amash Republican from Michigan. Tweet #1 : If Americans could read classified docs, they''d be even more against Syria action. Obama admn''s public statements are misleading at best. Tweet #2 : Attended another classified briefing on Syria & reviewed add''l materials. Now more skeptical than ever. Can''t believe Pres is pushing war.

article thumbnail

Chinese Activists Are Using Blockchain to Document #MeToo Stories

Harvard Business

carduus/Getty Images. One of our main jobs when teaching and advising students who are thinking of founding blockchain companies is to get them to question whether or not their idea actually requires it. Data integrity is the main benefit conferred by blockchain technology, and a few questions can help determine whether that’s a particular problem for a given business or use case: If the data that my business collects is corrupted, how much do people suffer?

Data 28
article thumbnail

WikiLeaks Will Review 300,000 Emails and 500,000 Documents from Erdo?an’s AKP

MishTalk

WikiLeaks claims to have over 300,000 emails from Erdoğan’s AKP party. AKP stands for “Adalet ve Kalkınma Partisi” (Justice and … Continue reading → Economics

41
article thumbnail

Ukraine Aftermath: Hunt for Yanukovich, Russia Denounces Interim Leaders, Documents Reveal Plans to Use Army on Civilians

MishTalk

Documents Reveal Plans to Use Army on Civilians Financial Times: Papers reveal Yanukovich plans to turn army against protesters The Yanukovich regime had drawn up plans for a massive crackdown on protesters in Kiev using thousands of police and troops – and the chief of Ukraine’s armed forces on Thursday last week ordered 2,500 army troops into the capital for an “antiterrorist” operation. Let''s tie up some loose ends on Ukraine, even as much uncertainty remains.

article thumbnail

Project Bookend: BoE Emails Guardian Top Secret Documents on Brexit, Including PR Notes on How to Deny the Project

MishTalk

Incompetence at Its Finest Here's a major laugh for a long holiday weekend in the US: Secret Bank of England taskforce investigates financial fallout of Brexit Bank of England officials are secretly researching the financial shocks that could hit Britain if there is a vote to leave the European Union in the forthcoming referendum.

Banking 55
article thumbnail

One Phone Call That Will Supercharge Your Pipeline

David A Fields

Consultants Relationships agreements benefits closing Connections context discussions Context Document Marketing positioning. Let’s make a Yay and Blech list. Raisins, yay; unsweetened cranberries, blech. Netting big dollars on a project, yay. Paying taxes on big dollars, blech. Playing hockey with other old men, yay; Being humiliated on the ice by 25-year olds, less yay. Fielding out-of-the-blue requests for projects, yay; outbound calling to replenish the pipeline, blech.

Marketing 190
article thumbnail

How to Research a Prospective Client

David A Fields

Consultants Context Discussion Creating Value Positioning Proposals Relationships adding value Consultative selling Context Document positioning. A question I was asked: What are the best sources to research a company that I’m pitching? What would your suggestion be to this consultant? What has worked for you? Post your suggestion by using the ‘Leave a Comment’ box below.

Research 163
article thumbnail

How to Leverage Your Book into Business

David A Fields

Consultants Context Discussion Creating Value Fees Positioning Proposals Relationships adding value agreements benefits Consultative selling Context Document Marketing starting projects value proposition A question I was asked: I just wrote a book, how can I leverage it to generate more income? What would your suggestion be to this consultant? What has worked for you? Post your suggestion by using the ‘Leave a Comment’ box below.

How To 174
article thumbnail

Following Up vs. Being a Nag

David A Fields

Consultants Context Discussion Creating Value Positioning Relationships adding value agreements benefits closing Connections Context Document positioning. A question I was asked… I have one client that is resistant to follow-up and it always seems as though I am bothering him. How do I follow-up with a client without it seeming that I am bothering them?… … See my response in the Solo Consultant’s Network. The post Following Up vs. Being a Nag appeared first on David A.

article thumbnail

What if You’re Bad at Closing?

David A Fields

Agreements Closing Consultants Context Discussion Creating Value Fees Positioning Proposals Relationships adding value agreements Consultative selling Context Document starting projects value proposition A question I was asked: Help! I am terrible at closing. Do you have any advice on how to confidently close a deal? What would your suggestion be to this consultant? What has worked for you? Post your suggestion by using the ‘Leave a Comment’ box below. (I’ll

How To 163
article thumbnail

Darwin the Evolved Consultant – Fools Rush In

David A Fields

Agreements Closing Consultants Context Discussion Creating Value Darwins Fees Positioning Proposals adding value agreements Consultative selling Context Document fees positioning. All images and text are the copyright of David A. Fields. (c) c) 2014 David A. Fields. All rights reserved. relationships starting projects

article thumbnail

What if the Decision Maker is Overseas?

David A Fields

Consultants Context Discussion Creating Value Positioning Relationships adding value agreements closing Consultative selling context discussions Context Document decision maker positioning. A question I was asked… Is there an advantage to dealing with a Decision Maker who is based outside the region?… … See my response in the Solo Consultant’s Network. The post What if the Decision Maker is Overseas? appeared first on David A. Fields.

article thumbnail

Responding to “What’s Your Rate?”

David A Fields

Agreements Closing Consultants Context Discussion Creating Value Fees Positioning Proposals Relationships adding value agreements Consultative selling Context Document positioning. A question I was asked… What do I say to someone who in an initial conversation wants to know my rate?…See …See my response in the Solo Consultant’s Network. The post Responding to “What’s Your Rate?” appeared first on David A. Fields.

article thumbnail

Are You at Risk of Being a Chameleon?

David A Fields

Agreements Closing Consultants Context Discussion Creating Value Fees Positioning Proposals Relationships adding value agreements benefits Consultative selling Context Document positioning positioning. A question I was asked: What are the warning signs that you are a Chameleon? If I expand what I do within a client, am I becoming a Chameleon? What would your suggestion be to this consultant?

article thumbnail

Research Shows How to Close $3 Million in Consulting Business

David A Fields

Agreements Consultants Creating Value Fees Positioning Proposals Relationships adding value agreements benefits Consultative selling Context Document fees Marketing positioning. Rick, a friend and colleague of mine routinely sells $3 million per year in consulting projects for his small, independent consulting firm. Being a quant-geek (like yours truly), he’s conducted some internal research on why he’s able to win projects and why some projects don’t sell.

Research 177
article thumbnail

What if Prospects Don’t Like Your Selling Process?

David A Fields

Agreements Closing Consultants Context Discussion Creating Value Fees Positioning Proposals Relationships agreements benefits closing Connections context discussions Context Document Marketing positioning. A question I was asked: Recently, I was with a prospect and going through the Context Discussion, but the prospect was getting impatient with all the questions. He just wanted to talk about my solution and approach. What should I have done?

Marketing 163
article thumbnail

Dealing with the Buying Committee

David A Fields

Agreements Consultants Context Discussion Creating Value Fees Positioning Proposals Relationships agreements buyer closing Consultative selling Context Document fees Marketing positioning. A question I was asked: I’ve been working with a decision maker, who knows my background and likes me, on a potential project, but now I found out he is part of a committee. How do I get buy-in from the other partners who don’t know much about my background?

Marketing 163
article thumbnail

Why Should I Reduce a Project’s Valuation?

David A Fields

Consultants Consultative Selling Fees Proposals Consultative selling Context Document fees proposals A consultant asked me the following question: During a previous Q&A you mentioned that you only presented 30% of the total, quantitative benefit in your proposal because it was a strategic project. Why do you reduce the estimated value of project when you’re talking to a client, and where do you come up with the percentages? What’s your advice to this consultant?

article thumbnail

Tips to Streamline Your ERP Project Cutover

PM Alliance

Common Problems Documentation Tips Project Management Blog Project Management Consulting Project Management Software Project Management Tips Using a Methodology ERP project management consulting project management tips project portfolio management

article thumbnail

More Clients and More Free Time – the Old School Way

David A Fields

Agreements Closing Consultants Context Discussion Creating Value Fees Positioning Proposals adding value agreements Context Document positioning. Let’s go old school. There’s a choice consultants make every day, and I am convinced that consultants who choose correctly will experience huge gains in their productivity and business-development efforts. Before I reveal the details of this game-changing choice, let me quickly review the problems it addresses. (I

article thumbnail

More Clients and More Free Time – the Old School Way

David A Fields

Agreements Closing Consultants Context Discussion Creating Value Fees Positioning Proposals adding value agreements Context Document positioning. Let’s go old school. There’s a choice consultants make every day, and I am convinced that consultants who choose correctly will experience huge gains in their productivity and business-development efforts. Before I reveal the details of this game-changing choice, let me quickly review the problems it addresses. (I

article thumbnail

What if Every Prospect Says Yes?

David A Fields

Agreements Closing Consultants Context Discussion Creating Value Fees Positioning Proposals Relationships scorecards agreements benefits Connections Consultative selling context discussions Context Document Marketing positioning. A question I was asked: What if I get more clients at one time than I can work on? I have been telling all my prospects that it is urgent to get started, so what if they all sign at once?” ” What is your answer to this consultant?

Marketing 150
article thumbnail

Adapting Your Listening Skills for Phone Calls

David A Fields

Agreements Closing Consultants Context Discussion Creating Value Fees Positioning Proposals Relationships adding value agreements attitude benefits buyer Connections Context Document decision maker eloquence positioning positioning. A question I was asked: How do you adapt your listening skills when you are on some sort of teleconference or web conference with a prospect? What is your answer to this consultant?

article thumbnail

Is Direct Outreach Effective?

David A Fields

Agreements Consultants Context Discussion Creating Value Fees Positioning Proposals Relationships adding value agreements attitude benefits Consultative selling Context Document positioning positioning. A question I was asked: I would like to increase the size of my network of prospects and influencers. Should I always ask someone to introduce me to potential prospects and influencers? How effective is the approach of directly reaching out? What is your suggestion for this consultant?

article thumbnail

What Defines a Successful Meeting with a Prospect?

David A Fields

Agreements Closing Consultants Context Discussion Creating Value Fees Positioning Proposals Relationships adding value agreements benefits Consultative selling Context Document Marketing positioning. A question I was asked: Is a meeting a failure if the prospect really likes you at the end but you haven’t nailed down a way that you can help? What is your suggestion for this consultant? How do you measure success when you’re meeting with a prospect.

Meeting 150
article thumbnail

The Prospect Turned Me Down… Do I Ask, “Why?”

David A Fields

Agreements Closing Consultants Context Discussion Creating Value Fees Positioning Proposals Relationships adding value agreements Connections Consultative selling Context Document Marketing positioning positioning. A question I was asked: Should I go into ‘inquiry mode’ when I get bad news from a prospect? What about when the prospect is trying to do it themselves even though the problem is urgent and they clearly lack the ability to solve the problem?

Marketing 150
article thumbnail

Should You Give Your Book Away?

David A Fields

Agreements Closing Consultants Context Discussion Creating Value Fees Positioning Proposals Relationships The Book adding value agreements benefits Consultative selling Context Document proposals starting projects value proposition A question I was asked: I have a commercially published book and I know i should use it to promote myself, but should I give the book away too? What would your suggestion be to this consultant? If you have a book, have you given copies away?