Consulting Engagement Models
AlignTro Group's consulting engagement models are flexible and intended to meet our clients' specific needs in terms of budget, scope, format, and schedule. The engagment models are per project, per session and on a retainer.
The First Engagement with New Clients: When working for the very first time with new clients we suggest to execute a limited scope (pilot) project with a relatively quick schedule at a fixed and nominal cost.
From your point of view, the very first project is intended to demonstrate the value added of our services to you. The first pilot project should make you feel comfortable with our expertise, communications, methodology and consulting style. Also, the pilot project is intended to alleviate any potential risk and exposure on your part.
From AlignTro's point of view, the pilot project is a good opportunity to know our clients better, to verify mutual expectations and to establish both business and interpersonal rapport.
There are three (3) typical consulting engagement models as follows:
(1) Project: The project engagement model works the best when our clients require a larger project with well-defined objectives and scope. After discussing client's needs and a budget we prepare either a project proposal or a contract that define a project's scope, timeline and estimated cost. Typically, every proposal outlines two or three scope alternatives for a project. After the project proposal is accepted by a client, we will prepare a Detailed Project Description (DPD) document, describing in detail the content of all deliverables with a specific emphasis on the client's requirements re: clearly highlighted focus areas. When we need to solicit feedback from our client's executives and staff, customers, partners, industry analysts and/or other market participants, the elapsed time for a project is usually significantly longer than the billable time.
Our role is to prepare a project proposal or contract, develop DPD document, issue weekly progress updates, answer any questions, submit drafts for comments, and provide the final deliverables.
(2) Retainer: The retainer engagement model works best when our clients require ongoing and regular advice, several subsequent smaller projects (delieverables) and/or our periodic presence on site. It has been our experience that this engagement model works quite well with smaller technology companies as well as technology startups. Our clients purchase a pre-determined number of consulting days during a month. We send them invoices on the 1st day of every month. Since we charge lower consulting rates for the retainer engagements we require the minimum commitment expressed as the total number of consulting days a month over at least six (6) months.
Our role is to deliver ongoing stream of smaller deliverables, manage smaller projects, provide suggestions and feedback as well as participate in meetings or sessions in person, if required.
On our part, we would like learn more about the client's needs, expectations and communication style before getting involved in larger or ongoing projects.
(3) Session: The session engagement model is typical for delivering advanced training and facilitating review meetings. Typically, clients want our participation in at least a single session or a series of sessions. The sessions are either focused on advanced training or facilitation. The advanced training sessions are custom-designed workshops for your personnel focused on applying generic strategies and principles to your specific markets, technology and products. The facilitation sessions include reviewing, assessing and discussing go-to-market strategies, business plans, marketing plans, product plans, new product concepts or a potential entry into new markets. Our role is to facilitate the sessions, validate approaches, ask pointed questions, detect any omissions or contradictions and/or make constructive suggestions. In other words, our main role in this type of engagement is proofing and cross-validating new concepts, plans, products or programs.
Our role in advanced training sessions is to help the participants with understanding how to apply generic product and go-to-market concepts and strategies to their specific market, competition and products.