Overview

timing was right to focus on upgrading client deliverables and codifying processes. The project was scoped in two phases:

Phase 1 Approach

• Kicked off with an assessment of existing reports. Found that their reports lacked structure and a storyline to guide the audience through the thinking. (A typical challenge with PowerPoint is that writers invested time in individual pages rather than focusing on the high-level messages.) 

• Recommended a writing framework and rewrote sample reports to reflect best-practice writing strategy, structure, style and page layout and design.

Phase 2 Approach

• Worked closely with the CEO to define and document the service delivery process, including activities and deliverables for each phase 

• Built a practitioner toolkit with guidelines, examples and templates to support faster, consistently high-quality service delivery and report writing

• Steered the creation of a branded PPT template for client reporting

Outcome

The Service Delivery Toolkit, with guidelines, best-practice examples and templates, enabled the client to rapidly onboard new staff and expand service delivery while ensuring consistent and efficient execution