Practical manual
Set the result, responsibilities, schedule, and checks for completion.
Project planning steps Business Advisor vs Consultant: How the Roles Differ
Write down the result you need, the work included, who is responsible, and how you will check completion. Use the same brief whether your team does the work or you hire someone.
Choose who can approve the scope and resolve changes.
Describe what should be different when the project is finished.
Make constraints visible before agreeing the work.
Check that the people doing the work can access what they need.
State the situation, the intended result, and what is outside the project. Include relevant evidence rather than assuming the cause is already known.
Break the project into tasks. Give each task a responsible person, a date, and any dependency on another task.
Describe the documents, systems, decisions, or other work that must be provided. Explain who will use them.
Write how you will check the work and who can accept it. Agree how problems found during review will be handled.
Check the work at agreed points. Record changes to scope, cost, responsibility, or timing before treating them as agreed.
Review the completion checks. Hand over the files, access, and responsibilities needed for use. If the project no longer makes sense, record why it should change or stop.
The brief, work plan, deliverables, and completion checks.
Read more →Explain the work so suppliers can respond to the same requirements.
Read more →Examples of reviewing a project that is no longer meeting its purpose.
Read more →A clear brief does not replace specialist investigation or delivery expertise. A consultant can help define the problem as well as complete agreed work. Choose the help based on the work and the qualifications it requires.
Business Advisor vs Consultant: How the Roles DifferMonthly coaching, one focused session, or quoted work. Scope and fees are agreed before work begins.
See work options$1,500/month 1:1 business work · Ask about your situation
