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How can you use data to inform your client meeting agenda?

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As a consultant, you know how important it is to prepare for your client meetings. You want to deliver value, build trust, and address their challenges. But how can you make sure your meeting agenda is relevant, focused, and data-driven? Here are some tips on how to use data to inform your client meeting agenda.

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Priyank Ahuja

I Help Students & Professionals to Crack their Dream Jobs | ISB | NUS | SRCC | Product Leader | Visiting Faculty |…
Christophe Porcell

Consultant Expert - Gouvernance, Risque, Conformité | Membre de l'Institut du Risk & Compliance
Paul Eder, PhD

I Lead You to New Insights | Strategy Consulting, Artificial Intelligence, & Data Innovation | Author of FIRESTARTERS

1 Understand the context

Before you plan your agenda, you need to understand the context of your client's situation. What are their goals, pain points, and expectations? What are the external and internal factors that affect their performance? How do they measure their success? You can use data from various sources, such as surveys, interviews, reports, dashboards, and analytics tools, to gain insights into your client's context. You can also use data to benchmark your client against their competitors, industry standards, or best practices.

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Priyank Ahuja

I Help Students & Professionals to Crack their Dream Jobs | ISB | NUS | SRCC | Product Leader | Visiting Faculty | Keynote Speaker (825 Talks) | 550M Impressions | Featured: ET & 2X New York Times Square | 91K on Twitter
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As a consultant, you need to understand your client's context before you start solving their problems. This means you have to research their industry, market, competitors, customers, and internal situation. Doing this will help you tailor your approach, ask relevant questions, and deliver valuable insights

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Lia B.

Customer Service | Administration | Human Resources
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It is crucial to build an understanding of the client's situation both internally and externally. This knowledge base will serve as a platform for future discussions and will help set realistic goals. A proper understanding of the context also ensures the client/vendor relationship is a good match.

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Namiq Rahimzade

Deputy Director at Baku Spirits
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Understand the Client's Needs. Identify Key Issues. Define Objectives. Prepare Data-Driven Insights. Create an Agenda. Share the Agenda: Share the agenda with the client before the meeting to ensure that they are aware of the topics to be discussed and can prepare accordingly. By using data to inform your client meeting agenda, you can ensure that the meeting is focused, productive, and aligned with the client's needs and objectives. Additionally, data-driven insights can help build credibility and trust with the client, demonstrating your expertise and value as a consultant.

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2 Identify the key issues

Based on the data you have collected and analyzed, you can identify the key issues that your client is facing or needs to address. These are the problems, opportunities, or questions that you can help them solve, explore, or answer. You can use data to prioritize the issues based on their urgency, impact, and feasibility. You can also use data to validate your hypotheses, assumptions, or recommendations. You should focus on the issues that are most relevant and valuable for your client and align with their goals.

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Christophe Porcell

Consultant Expert - Gouvernance, Risque, Conformité | Membre de l'Institut du Risk & Compliance
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Si la data permet en effet de recentrer les besoins d'un meeting ou d'un comité, il est indispensable de garder une vision stratégique des sujets. La data permet énormément de chose mais son analyse doit se faire conjointement entre la technique et le métier. Le métier doit perpétuellement garder un contr?le sur la data et au travers de son analyse de la photo globale du sujet doit recentrer le débat sur les enjeux clés

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Paul Eder, PhD

I Lead You to New Insights | Strategy Consulting, Artificial Intelligence, & Data Innovation | Author of FIRESTARTERS
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Data is the gateway to insight. If your client has a dashboard or key metrics, examine it. Determine if areas where the client is struggling need to be topics of discussion during the meeting.

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Priyank Ahuja

I Help Students & Professionals to Crack their Dream Jobs | ISB | NUS | SRCC | Product Leader | Visiting Faculty | Keynote Speaker (825 Talks) | 550M Impressions | Featured: ET & 2X New York Times Square | 91K on Twitter
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7 Common Consulting Firm Project Management Challenges are: Developing New Clients. Keeping the Right Resources. Gaining Project Efficiency. Innovating New Ideas to Stay Competitive. Keeping Up With Shifting Client Demands. Staying Profitable. Increasing Project Complexity.

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3 Define the objectives

Once you have identified the key issues, you can define the objectives of your meeting. What do you want to achieve by the end of the meeting? What are the expected outcomes, deliverables, or actions? How will you measure the success of the meeting? You can use data to set SMART (specific, measurable, achievable, relevant, and time-bound) objectives that are clear, realistic, and aligned with your client's expectations. You can also use data to communicate the value proposition and benefits of your meeting objectives.

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Priyank Ahuja

I Help Students & Professionals to Crack their Dream Jobs | ISB | NUS | SRCC | Product Leader | Visiting Faculty | Keynote Speaker (825 Talks) | 550M Impressions | Featured: ET & 2X New York Times Square | 91K on Twitter
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you want to improve the efficiency of your operations or increase your revenue. Whatever your objectives, make sure they are specific, measurable, achievable, relevant, and time-bound (SMART).

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4 Design the structure

After you have defined the objectives, you can design the structure of your meeting. How will you organize, present, and discuss the data and information? What are the main topics, points, or questions that you want to cover? How much time will you allocate for each part of the meeting? You can use data to create a logical, coherent, and engaging flow of your meeting. You can also use data to support your arguments, stories, or examples. You should use visual aids, such as charts, graphs, or diagrams, to make your data easier to understand and remember.

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Priyank Ahuja

I Help Students & Professionals to Crack their Dream Jobs | ISB | NUS | SRCC | Product Leader | Visiting Faculty | Keynote Speaker (825 Talks) | 550M Impressions | Featured: ET & 2X New York Times Square | 91K on Twitter
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Organizational Design consultants are hired into an organization for the purpose of reforming the structure in which human capital in the organization interacts with each other and the company. This includes redefining job titles, the reporting structure, and the hierarchy within the business.

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5 Prepare the materials

Before you conduct your meeting, you need to prepare the materials that you will use or share with your client. These may include slides, handouts, reports, or documents that contain the data and information that you want to convey. You can use data to create clear, concise, and consistent materials that highlight the key messages, insights, or recommendations. You should also use data to anticipate and address potential questions, objections, or feedback from your client. You should review and test your materials to ensure they are accurate, complete, and error-free.

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6 Follow up and evaluate

After your meeting, you need to follow up and evaluate the results of your meeting. Did you achieve your objectives? How did your client react to the data and information? What are the next steps, actions, or decisions that you or your client need to take? You can use data to document and summarize the main outcomes, learnings, or feedback from your meeting. You can also use data to measure and report the impact, value, or satisfaction of your meeting. You should use data to identify and improve any gaps, issues, or opportunities for future meetings.

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Priyank Ahuja

I Help Students & Professionals to Crack their Dream Jobs | ISB | NUS | SRCC | Product Leader | Visiting Faculty | Keynote Speaker (825 Talks) | 550M Impressions | Featured: ET & 2X New York Times Square | 91K on Twitter
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After initial recommendations or projects, staying engaged with clients helps ensure the successful implementation of solutions. Regular follow-up allows consultants to assess the impact of their work, address any emerging issues, and gather valuable feedback.

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7 Here’s what else to consider

This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?

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Priyank Ahuja

I Help Students & Professionals to Crack their Dream Jobs | ISB | NUS | SRCC | Product Leader | Visiting Faculty | Keynote Speaker (825 Talks) | 550M Impressions | Featured: ET & 2X New York Times Square | 91K on Twitter
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t's a good idea to have some facts and figures to show your clients, but avoid overwhelming them with numbers. If you're going to use research or metrics when meeting with a client, immediately explain what the numbers mean, why they're important and how they could impact the client

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How can you use data to inform your client meeting agenda?

1

2

3

4

5

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7

1 Understand the context

2 Identify the key issues

3 Define the objectives

4 Design the structure

5 Prepare the materials

6 Follow up and evaluate

7 Here’s what else to consider

Consulting

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How can you use data to inform your client meeting agenda?

1

2

3

4

5

6

7

1 Understand the context

2 Identify the key issues

3 Define the objectives

4 Design the structure

5 Prepare the materials

6 Follow up and evaluate

7 Here’s what else to consider

Consulting

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感谢您的反馈

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