1. Company Information
- Basic Details: Company name, industry, size, location(s).
- Contact Information: Key contacts and their roles, phone numbers, email addresses.
2. Project/Engagement Objectives
- Goals: Clear articulation of what you want achieve.
- Scope: Define the scope of the project including expected deliverables and timelines.
- Success Criteria: What specific metrics or indicators will define success.
3. Background and Context
- History: Brief history of the company and relevant background information.
- Previous Efforts: Information on past projects or initiatives related to the current engagement, including successes and failures.
4. Current Situation Analysis
- Current Challenges: Detailed description of the problems or challenges you are facing.
- Internal Capabilities: Assessment of your internal resources and capabilities, including strengths and weaknesses.
5. Market and Competitive Landscape
- Industry Trends: Key trends and dynamics in the client's industry.
- Competitor Information: Insights into main competitors and their market positioning.
6. Financial Information
- Budget: Available budget for the project and any financial constraints.
- Financial Health: Overview of financial performance of company.
7. Stakeholder Information
- Key Stakeholders: Identification of all stakeholders involved and their interests.
- Decision-Making Process: Understanding your decision-making hierarchy and process.
8. Legal and Compliance
- Regulatory Environment: Any legal or regulatory requirements that need to be considered.
- Compliance Requirements: Specific compliance issues relevant to the project.
9. Technology and Infrastructure
- Current Systems: Information on existing technology and infrastructure.
- Technology Needs: Any specific technological requirements or preferences for the project.
10. Communication Preferences
- Preferred Channels: Preferred methods of communication (email, phone, meetings).
- Frequency: Desired frequency of updates and check-ins.
11. Risk Management
- Risk Factors: Potential risks associated with the project.
- Mitigation Strategies: Any existing strategies to mitigate these risks.
12. Miscellaneous
- Cultural Insights: Any cultural factors that might influence the engagement.
- Other Considerations: Any other information the client deems relevant for a successful collaboration.