Sheet1Page1ManagetheProcessMethodologyDeliverables:NoDeliverablesPhaseName:Planning,Proposal,andArrangementsPhaseDeliverables:RequiredDeliverablesforAllProjects:AABCRiskSMARTSummaryofFeesandExpensesWorksheetBusinessConsultingProposalpackageProposal/ArrangementQAReviewChecklistArrangeletterw/TermsandConditions(T&CsometimesoverriddenbyConsultingServicesAgreement)RequiredDeliverablesUnderCertainConditions:DeliverableWhenRequiredConsultingServicesAgreementRequiredinleuioftheTermsandConditionsforcertaintypesofengagementsasspecifiedinPhase1-Other(HYPERTEXT)ProprietaryLegendRequiredifwewishtoprotectanyconfidentialandproprietaryinformationthatmaybeincludedinourproposalrelatedtoAAortheclientTeamingAgreementRequiredifwerelyonathirdpartytodeliveraportionoftheservices(suchassoftwareinstallation).NotrequiredifthethirdpartyishiredbytheclientdirectlyNewClientBackgroundInvestigations-Level1/Level2Requiredfornewclientstothefirm,clientswithsignificantchangesinprincipalinvestorsorseniormanagement,orotherconditionsasspecifiedinPhase1-OtherRiskManagementActionPlanRequiredforHighandMaximumriskengagementsasspecifiedbyEngagementorQAPartnerExCEEDExpectationsSummary/ClientExpectationAgreementRequiredforHighandMaximumriskengagementsasspecifiedbyEngagementorQAPartnerOpportunityAssessmentMemoSuggestedforengagementsthatmayrequireanextensiveproposaleffort)StepName:IdentifyNeedandDecideonApproachStepDeliverables:NewClientBackgroundInvestigation-Level1/Level2OpportunityAssessmentMemoAABCRiskSMARTRiskManagementActionPlanClientExpectationsSummaryClientValueActionPlanTasks: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?4Determinetheproposedapproach.Youmaynothaveenoughinformationatthispoint.Followupmeetingsoranopportunityassessmentmayberequiredtofurtherexploretheclientneeds.TimetoCompletionSheet1Page25ConsultAAcolleagues,especiallythosespecializinginotherservicelines,ontheclientneedsandtentativeapproach.Thiswillhelpensureaholisticproblemdefinitionandapproach.YoumayalsowishtoinformallydiscussthetentativeapproachwitStepName:DevelopWorkplanandEstimateStepDeliverablesGeneralWorkplanTasks:1.Reviewthemethodologyassociatedwiththeprojectyouareproposing(ifmethodologyexists).2.Obtainaworkplanofsimilarprojectsthathavebeenconductedinthepastpreferablythatweretrackedwithactualdata.Usingaprojectmanagementsoftwarepackageorspreadsheet.3.Identifyprojectdeliverables.Utilizethedeliverableschecklist.4.Defineprojectworkstepsoractivities(activitiesconsistofphases,segments,tasks,andsteps.Aphaseismostgeneral;astepismostspecific).5.Identifydependenciesbetweenworksteps.6.Estimatetheeffort,duration,andskillsrequiredforeachworkstep.7.Assignresourcestoworksteps(notnecessarilybynamebutbyskillcategorylike“Programmer”,“Analyst”,“Manager”,etc)....
