Strategic Consulting Tools and Workflows (part 1 of 2)

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In this first of a two part series I run you through Axiom's workflows and tools on a typical engagement from Strategic Assessment all the way through the first year of strategic consulting. In this segment we cover everything up to delivery of the Strategic Assessment. Topics covered include:

  • How we schedule and conduct Strategic Assessment interviews

  • How we present Strategic Assessment findings and propose for ongoing consulting work

  • How we prepare for the first Strategic Assessment interview

  • How we document the Strategic Assessment engagement

  • How we keep track of interview notes during the assessment

  • How we chart insights from the financial analysis and present them during the Strategic Assessment

  • The technology resources, websites, software and hardware that goes into it all