Why

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  • Improving our performance as a consultancy.
  • Understanding the client experience of working with TACSI.
  • Measuring the effect of how we work on the project outcomes.

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Who

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  • This should be managed at Director level (as this is a great change for more BD), if this is not possible then it could be completed by the project lead.

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How

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<ol>
<li>Copy and paste the text below into a new email</li>
<li>Fill the gaps</li>
<li>Hit send</li>
<li>Request a report to follow progress</li>
</ol>

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Email Template

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Subject:TACSI Performance Review

Hello [NAME],

It is really important to us that our project and relationship is on the right track and would love to come and meet you to have a quick 30-minute chat.

Before we do that it would be great if you could fill in this quick survey it should take less than 5 minutes.

Would [DATE/TIME] suit you to catch up?

Kind regards,

[YOUR NAME]

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Why

Who

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  • This should be managed at Director level (as this is a great change for more BD), if this is not possible then it could be completed by the project lead.

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How

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This is meant to be a face to face interaction between the project lead from the client side. There is also a survey which could be sent out to other stakeholders in the process.

There is a list of interview questions that can be located here (if it is not possible to arrange a meeting face to face then this could be sent as a survey)

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