First, the preparation stage.
1, communicate with customers
Customer telephone consultation: Both parties initially understand and determine the customer planning field, demonstrate their own operational capabilities, and reach a preliminary cooperation intention.
2. Interpret the enterprise
What to prepare, what to know, how to know to what extent.
What to prepare: Be prepared to communicate, listen and experience as much as possible.
What do you know: company profile, including product features, market and industry background.
How to know: indirectly through the enterprise website, information provided by the enterprise or direct face-to-face conversation and listening.
To what extent: through direct and indirect communication and understanding with enterprises, confirm the needs of enterprises. Make clear what enterprises should do and what kind of feedback and services we can provide.
3, clear project positioning
Clear the specific planning needs of customers, clear the project planning objectives, clear the project work content and clear the project implementation methods.
4. Prepare project proposal
The project outlines the overall goal of the project, the work content of the project, the working procedures of the project, the time plan of the project, the planning of the project and the organization of the work results of the project.
Project cost, terms and methods of payment for project funds, responsibilities and obligations of both parties, and details of both parties.
5, signing the project contract stage
On the basis of providing the project proposal to the customer, communicate with the customer again, including: confirming the project elements such as work content, procedures, time, organization, results and expenses. Both parties reached a cooperation intention and signed a formal operation contract for the project.
6. Establish a project working group: general manager of the project and general allocation of resources: the members of the project team are as follows: full-time project manager, full-time consultant, full-time planning designer and full-time project coordinator.
7. Post-maintenance: according to the overall strategic arrangement of customers, train relevant personnel, implement guidance, and track and evaluate the effect.