Assessing Simple to Complex Client Needs

What, When, Why, How©

Clients attain great results only if you have a very clear picture of their situation and the underlying issues.

Clients attain great results only if you have a very clear picture of their situation and the underlying issues.
This handout will give you a six step process to help you understand the group participants, assess their needs and clarify desired outcomes so you can create truly powerful workshops. Three tools and a powerful set of effective questions are included to help you successfully navigate every situation from simple to complex client needs.

The Tools

  • The Six Steps of Client Needs Assessment

  • Tool One: The First Contact with Client

  • Tool Two: What to Ask in the Second Contact with the Client Group?

  • Tool Three: Evaluating Complex Needs

  • Template: Quick Check to Test for Complexity

  • Possible Questions to Ask for Each Element of Complexity

  • Example Professional Service Agreement

Pricing