Sheet1Page1OpportunityAssessmentMethodologyDeliverables:NoDeliverables.PhaseName:ScopeandPlantheProjectPhaseDeliverables:NoDeliverablesStepName:PlantheProjectStepDeliverables:NoDeliverables.Tasks:1Scopetheprojectwiththeclient2Developtheprojectworkplan.3DefinedeliverablesoftheOpportunityAssessmentandsharethemwithclientteam.4Confirmtheprojectscope,workplananddeliverablesintheArrangementLetter.StepName:DefineTheProjectTeamStepDeliverables:NoDeliverables.Tasks:1Selecttheengagementteam,takingintoconsiderationtheexpertiseandskillsrequiredtoperformtheOpportunityAssessmentsuccessfully2Meetwiththekeyclientcontacttodiscussifaclientteamwillbeused.Ifitisagreedtouseaclientteaminadditiontotheconsultingteam,considertheengagementobjectivesandestablishaprofileoftheidealclientteammember.3WorkwithkeyclientcontacttoselectandorganizeaclientteambasedontheteammemberprofileStepName:DevelopCommunicationPlanStepDeliverables:NoDeliverables.Tasks:1Developadraftoftheprojectannouncementletter2DevelopadraftcommunicationplanfortheextentoftheOpportunityAssessment.Ongoingcommunicationsmaycoverprojectstatus,preliminaryfindings,etc.,withtheclientteam.3Withtheclient,reviewandrevisetheoverallcommunicationplanandtheannouncementletter.4Implementthecommunicationplananddistributeannouncementletter.PhaseName:GatherInformationPhaseDeliverables:NoDeliverablesStepName:GatherInitialInformationStepDeliverables:NoDeliverables.Tasks:1Conductstructuredinterviews..a)SelectinterviewcandidatesthatareappropriategiventhescopeoftheOA.Prepareashortback-uplisttocoverthosewhoareonvacation,orareotherwiseunreachable..b)Createaninterviewschedule.c)Scheduletheinterviewsthroughamemberoftheclient’sexecutivestafforbytheconsultingteam.d)Conductstructuredinterviews.2Distributesurveys/diagnostics.a)Selectsurvey(s)tobeusedbasedonthescopeoftheOAandtheinformationsought.Reviewsurveyswithmembersoftheexecutiveteamandadjustasnecessary.Determinemosteffectivemethodforsurveydistribution..b)Createacoversheetthatexplainsthepurposeoftheprojectandthesurvey,thetimethesurveymustbereturned,whomtocontactwithquestionsandwheretoreturnthesurvey..c)Selectsurveypopulationanddetermineappropriatedemographiccategories.Reviewwithclientteammembers..d)Distributesurveyswithinstructionsonhow/whentoreturnthem.3Collectotherbackgroundinformation.TimetoCompletionSheet1Page2a)Understand/internalizeclientissuesastheyhavebeeninitiallypresented,andwhyArthurAndersenBusinessConsultinghasbeenhired.b)Reviewbackgroundresearchthatwasdoneinpreparationoftheengagement.Reviewallpublishedandindustryinformationforinsightsintothechallengesthatarefacingtheclient,whethertheyareclient-specificorindustry-wide.c)Researchclientcompany,marketandindustry.d)Obtainandreviewclientdatapackage(initialdocumentationshallbeobtainedfromtheclientifpossible):·annualreports.·organizationcharts.·systemsdocumentation.·productliterature.·reportsfrompreviouswork,eitherinternalorbyotheroutsideparties.·brochures.·relevantAuditteamdocumentation(ifanAuditclient).·processflowcharts.·customercomplaintletters.·employeesurveys.e)Plansitevisitsifpossibletoobservekeybusinessfunctions.4Performworkshop.StepName:GatherDetailedInformationStepDeliverables:NoDeliverables.Tasks:1Collectdetailedinformationfromresultsoftargetedassessments(SeePerformTargetedAssessmentsphaseformoreinformation)2Inputdetailedinformationintop...
