Below are the steps that I take in a project. This is a process that I have developed over the years and, for the most part, it works.
Set up a 30 minute conversation to explore possible project.Schedule
If a good fit, have a 60 minute conversation about business, workflows, overall goals, and future plans.Schedule
I'll deliver a detailed report laying out current view of company, recommendations, and proposal for possible work.
If proposal is acted upon, begin project and deliver detailed plan to finish all elements of the project.