Generally, I receive a phone call or email from you requesting more information about my services. You tell me what you require and ask if I can help. I tell you that I think I can and ask to meet or teleconference with you to give me more insight into your requirement. I’ll provide you with my Phase 1 Questionnaire to peruse until we meet. We meet and discuss the questionnaire and any other items on the agenda. Next, I need to see the real thing to assess time and costs. If necessary, we co-sign an NDA to protect your intellectual capital.

Initiation & Definition

1. Pre-engagement Meeting
2. General Project Description and other Discussion Points
3. Establish documentation type required
4. Establish expected Audience
5. Establish Publication Medium
6. Establish Technical / Review Assistance Method
7. Establish Scheduling
8. Establish Review Process
9. Establish Project control structure