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 Duration 14 hours

Course Outline

1. Designing the client experience in a collaborative manner - introduction

  • Defining key points of contact during the bid preparation process
  • Comprehending agency needs through targeted inquiry and establishing a cooperative framework
  • Integrating the voice of the client by documenting specific wishes and requirements
  • Establishing initial consensus on quality standards and business value to clarify the scope of the offering
  • Strategic questioning to distinguish between standard product features and high-value additions worth implementing

2. Articulating the project vision

  • Defining the primary objective and overall vision of the initiative
  • Utilizing frameworks such as the Canvas model to outline objectives, business value, anticipated benefits, and associated costs

3. Effective communication - an introduction to core principles of professional interaction

  • Structuring the communication process with agency stakeholders
  • Implementing effective feedback models to enhance collaborative efforts
  • Recognizing different thinking and action styles in client interactions
  • Addressing communication conflicts and adapting approaches to ensure mutual understanding
  • Applying tools and techniques to facilitate clear and effective client interactions
  • Perspective-taking and adapting communication styles, including the application of the De Bono hats method

4. Identifying business value during the client interaction and implementation phase

  • Identifying the primary client and end users to establish a foundation for personalized needs assessment
  • Deriving client requirements from defined goals and expected benefits
  • Eliciting client requirements through process analysis and structured checklists
  • Identifying client requirements based on project deliverables and using checklists for validation
  • Defining acceptance criteria to verify that client needs are met, supported by checklists
  • Prioritizing client requirements to support effective project organization and execution


5. Project organization

  • Structuring the project organization by defining stages and the associated deliverables for each phase
  • Planning workstreams centered on business value, requirements, and specific tasks

6. Decomposing project deliverables and scheduling

  • Breaking down project products into actionable tasks and developing implementation schedules


7. Project estimation and pricing

  • Categorizing costs specific to IT initiatives
  • Analyzing return on investment (ROI) and total cost of maintenance (TCO)
  • Managing charges and fees associated with the project
  • Applying established estimation and pricing techniques


8. Preparing materials for the bid, contract, or project - using the Project Charter as a substantive foundational document

9. Synthesis - summary of the workshop

  • Workshop: Summarizing key learnings using facilitation techniques and the SSC framework
  • Start: Identifying new best practices to implement
  • Stop: Recognizing practices to discontinue
  • Continue: Maintaining effective practices to apply moving forward

Requirements

No specific prior preparation is required for this training.

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