{"id":121821,"date":"2024-01-23t11:57:03","date_gmt":"2024-01-23t16:57:03","guid":{"rendered":"\/\/www.g005e.com\/?p=121821"},"modified":"2024-08-29t23:54:01","modified_gmt":"2024-08-30t03:54:01","slug":"how-to-assess-needs-for-a-client-proposal","status":"publish","type":"post","link":"\/\/www.g005e.com\/2024\/01\/23\/how-to-assess-needs-for-a-client-proposal\/","title":{"rendered":"how to assess needs for a client proposal"},"content":{"rendered":"

\"businesswoman<\/strong><\/p>\n

use an anticipatory set to make things easier for both sides.<\/strong><\/p>\n

by penny breslin<\/i>
\nit\u2019s not just the numbers<\/i><\/a><\/p>\n

in 2000, our company created a quickbooks training dvd. the owner wanted it done professionally and hired a movie company and rented a studio. the rfp went out. all proposals received had a fee for discovery.<\/p>\n

more:<\/b> how to maximize on-site client meetings<\/a> | use timesheets for productivity, not billing<\/a> | revisit your back office support procedures<\/a> | federated search: what it is, why it matters<\/a> | accounting tech tools to minimize your pain<\/a> | do your apps play well with others?<\/a> | it\u2019s ok to have favorite clients<\/a> | ten questions for teamwork<\/a>
\n\"goprocpa.com\"exclusively for pro members. <\/span><\/strong>log in here<\/a> or 2022世界杯足球排名 today<\/a>.<\/span><\/p><\/blockquote>\n

today, if you were to hire a development team to create, update or install code, they would charge you a certain amount for discovery before they would do any actual coding. what you are paying for is the development of the anticipatory set and a clear definition of the scope.
\n
\nso what is the anticipatory set (as)<\/strong>? the as is used to:<\/p>\n

    \n
  1. involve all participants, focus everyone\u2019s attention and get them thinking<\/li>\n
  2. make sure everyone\u2019s on the train and knows where it\u2019s going before it leaves the station<\/li>\n
  3. bait the hook in order to catch the fish<\/li>\n
  4. refocus attention on the objectives (especially useful after interruptions)<\/li>\n<\/ol>\n

    here\u2019s an example of an anticipatory set from my early days as a student teacher. my first student teaching assignment was in special ed. but it was a bit daunting because it was the senior gifted talented class for a particular high school in the rocky mountains.<\/p>\n

    let\u2019s just say i got slammed on the first day. i felt like i was dazed and confused. the actual teacher for this class was nice enough to explain things to me and gave me a detailed plan with due dates, tasks, team-building projects, objectives and the final goal. it was an exercise in handling dilemmas as a team. the teams were all doing the same exercise, but each of them would end up with different approaches.<\/p>\n

    i thought, \u201cwell, it\u2019s all laid out. let\u2019s get to work!\u201d but that first day was a fiasco. mainly because i did not have the anticipatory set for myself, which was getting to know the members of the teams. nor did i give the anticipatory set to the kids, which was the final goal of the exercise. both the students and i went into the first part of the exercise without me laying out where we were going and how we were going to get there and what tools we had available. there was no discovery. i just went right to execution. and they served my head on a platter that day. i went home that night and did my discovery. in the next class meeting, i had them do theirs. it ended up being a delightful six-week stint with some smart kids.<\/p>\n

    use the anticipatory set for client onboarding in the same way that you would use it to prep a class of students on what was going to occur during the course of the semester. this allows you to set up a service level agreement that both you and the client can agree on.<\/p>\n

    what should the as include?<\/h3>\n

    the anticipatory set should have direct relevance to the objectives and be stated clearly.<\/p>\n

    how long should the as be? as long or short as necessary. the as should include:<\/p>\n