ManagetheProcessMethodologyDeliverables:NoDeliverablesPhaseName:Planning,Proposal,andArrangementsPhaseDeliverables:RequiredDeliverablesforAllProjects:–1AABCRiskSMART–2SummaryofFeesandExpensesWorksheet–3BusinessConsultingProposalpackage–4Proposal/ArrangementQAReviewChecklist–5Arrangeletterw/TermsandConditions(T&CsometimesoverriddenbyConsultingServicesAgreement)RequiredDeliverablesUnderCertainConditions:DeliverableWhenRequired·ConsultingServicesAgreementRequiredinleuioftheTermsandConditionsforcertaintypesofengagementsasspecifiedinPhase1-Other(HYPERTEXT)·ProprietaryLegendRequiredifwewishtoprotectanyconfidentialandproprietaryinformationthatmaybeincludedinourproposalrelatedtoAAortheclient·TeamingAgreementRequiredifwerelyonathirdpartytodeliveraportionoftheservices(suchassoftwareinstallation).Notrequiredifthethirdpartyishiredbytheclientdirectly·NewClientBackgroundInvestigations-Level1/Level2Requiredfornewclientstothefirm,clientswithsignificantchangesinprincipalinvestorsorseniormanagement,orotherconditionsasspecifiedinPhase1-Other·RiskManagementActionPlanRequiredforHighandMaximumriskengagementsasspecifiedbyEngagementorQAPartner·ExCEEDExpectationsSummary/ClientExpectationAgreementRequiredforHighandMaximumriskengagementsasspecifiedbyEngagementorQAPartner·OpportunityAssessmentMemoSuggestedforengagementsthatmayrequireanextensiveproposaleffort)StepName:IdentifyNeedandDecideonApproachStepDeliverables:–1NewClientBackgroundInvestigation-Level1/Level2–2OpportunityAssessmentMemo–3AABCRiskSMART–4RiskManagementActionPlan–5ClientExpectationsSummary–6ClientValueActionPlanTasks:1.Reviewbackgroundmaterialontheclient,industry,andproblemidentified.GatherAAandexternalknowledge.2.Conductinitialmeetings/interviewswiththeclientanddocumenttheclient’sexpectations.Definetheprojectgoalwiththeclienttouseasabasisforcreatingaproposal.3.Assesstheopportunityanddecidewhethertopropose.Considerthefollowing:a)Risk:UsetheAABCRiskSMARTformatthispoint.Highriskisnotnecessarilyareasonnottopropose,butitshouldbeconsideredatthispoint.b)Competitionfortheengagementandourchancesofwinningc)Theclient’sapparentseriousnesstoproceed,changereadiness,andabilitytopay.d)Whethertheprospectisanaudit,tax,orotherexistingAAclient.Ifnot,wouldwelikethemtobe?4.Determinetheproposedapproach.Youmaynothaveenoughinformationatthispoint.Follow-upmeetingsoranopportunityaAsessmentmayberequiredtofurtherexploretheclientneeds.5.ConsultAAcolleagues,especiallythosespecializinginotherservicelines,ontheclientneedsandtentativeapproach.Thiswillhelpensureaholisticproblemdefinitionandapproach.Youmayalsowishtoinformallydiscussthetentativeapproachwiththeclientandgettheirfeedback.StepName:DevelopWorkplanandEstimateStepDeliverables–1GeneralWorkplanTasks:1.Reviewthemethodologyassociatedwiththeprojectyouareproposing(ifmethodologyexists).2.Obtainaworkplanofsimilarprojectsthathavebeenconductedinthepast-preferablythatweretrackedwithactualdata.Usingaprojectmanagementsoftwarepackageorspreadsheet:3.Identifyprojectdeliverables.Utilizethedeliverableschecklist.4.Defineprojectworkstepsoractivities(activitiesconsistofphases,segments,tasks,andsteps.Aphaseismostgeneral;astepismostspecific).5.Identifydependenciesbetweenworksteps.6.Estimatetheeffort,duration,andskillsrequiredforeachworkstep.7.Assignresourcestoworksteps(notnecessarilybynamebutbyskillcategoryli...
