The Engagement Review Tool is included in the Assess step of the Trusted Client Adviser process. Schedule an engagement assessment meeting and use this tool. Revisit the Engagement Action Plan to get feedback on your processes and the engagement result. Review the client’s Identify & Prioritize Tool and the Client Goals & Challenges Worksheet and continue this process. Consider approaching additional and potential clients using this process.
Use the Engagement Review Tool to assist in meeting preparation. This tool