Consultation Preparation Guide

A first working conversation is most useful when the context travels with you. This short guide prepares the information that helps the session move from ideas to decisions.

Understand the current picture

Note the systems and tools your team uses today, and where people lose time.Bring one recent example of a task that was slower or harder than it should be.Know roughly how many people or teams are affected.

Define the outcome

Write one clear sentence about what should change and who benefits.Separate what is needed now from what can follow later.Decide what success would look like three months after the work.

Agree on decision-makers

Confirm who approves scope and budget, so the conversation can move forward.Invite one colleague who works with the affected process day-to-day.Share the delivery timeline page so everyone knows what to expect.

Bring your questions

Timing, indicative pricing, support arrangements and training are all fair to ask about.Ask how data ownership, licences and third-party costs are handled.Book through the consultation form with your preferred topic, date and time.

Understand the current picture

Define the outcome

Agree on decision-makers

Bring your questions

Ready to discuss your project?