When I visit a new client for the first time, I am full of questions. “How do you do this”, “who does that” and sometimes “are you happy that it all works”? By the end of the session, I hopefully have a much better understanding of the issues that our client is experiencing and I can begin to formulate a plan for solving those issues.
However, by the end of the session, assuming our client isn’t totally frazzled by the wave upon wave of what, who, how many/much and whys, they usually have a very clear idea of where they need to be heading too. They don’t usually have to wait for my report to realise where the effort needs to be focused to improve their forecasting and budgeting capabilities. Having been asked the questions, they will be very aware of the issues that we have uncovered together.
Although I don’t actually hold a checklist of questions in my hand during those sessions, I do use a basic checklist. I can remember it, but I have actually written it down so if you would like to, you can take a look, fill it out and see what you think are your issues.
Follow this link http://www.innovarltd.co.uk/questionnaire/ and fill in all of the answers that you can. You don’t have to submit it, but if you do, I will be more than happy to take a look at the results with you and offer any suggestions that occur to me. More likely, you will see for yourself where you should focus to improve your forecasting and budgeting.